MatterReady + Clio
MatterReady sits between your lead sources and Clio. It ensures that the information entering Clio is structured, validated, and ready for attorney review.
How it works
Pre-matter readiness for Clio
MatterReady prepares information before it reaches Clio. When a matter is qualified and ready, it syncs to Clio with contacts, documents, and notes already in place.
Clio remains the system of record for open matters, billing, time tracking, and case workflow. MatterReady handles the intake qualification work that happens before a matter is ready to open.
Before the matter opens
What MatterReady handles
MatterReady handles the work before a matter is opened in Clio. Every step from first contact through engagement preparation happens in MatterReady.
- Structured intake collection from all lead sources
- Practice-area guided intake forms with conditional logic
- AI chatbot intake — conversational, 24/7, Spanish supported
- Readiness scoring (Core / Enhanced / Comprehensive)
- Conflict signals surfaced before attorney review
- Consultation scheduling with multi-calendar sync
- Engagement agreements and e-signatures
- Lead pipeline and intake workflow management
Attorneys don't review incomplete files. MatterReady ensures matters are qualified before they reach Clio.
System of record
What Clio handles
Clio remains your firm's system of record for everything that happens after a matter is opened.
- Matter and case management
- Billing and trust accounting
- Time tracking
- Court deadlines and calendaring
- Document storage
- Ongoing case workflow
MatterReady does not replace Clio. It does not manage open matters, track time, generate invoices, or handle case workflow. Your practice management system handles that.
The operational improvement
Why firms use both
Without structured intake
Incomplete information enters Clio. Staff chase missing details across email and phone. Attorneys review files that aren't ready. Conflicts surface late. Data gets re-entered manually between systems.
The result: wasted attorney time, slower engagement, and unreliable data in your system of record.
With MatterReady + Clio
MatterReady ensures that when a matter reaches Clio, the information is complete, structured, and ready for attorney review. Contacts are validated. Documents are attached. Conflict signals have already been surfaced.
Attorneys review ready matters. Staff process instead of chase. The data in Clio is reliable from the start.
Integration
What syncs between MatterReady and Clio
MatterReady integrates with both Clio Manage and Clio Grow. Both connections are bidirectional — MatterReady reads data from Clio and pushes qualified data back.
Contacts
Client contact information syncs automatically. Existing contacts are matched by email, phone, and name to prevent duplicates.
Matter details
Qualified matters push to Clio with practice area, description, and status already set. Intake data maps to your Clio custom fields.
Documents
Intake documents, engagement letters, and e-signed agreements sync to the matter in Clio. For firms using NetDocuments, documents sync there instead.
Notes & summaries
Qualification summaries and conflict signal reports sync as notes on the Clio matter. Context arrives with the data.
Staff mapping
MatterReady maps your firm's staff to Clio users. Attorney assignments in MatterReady carry through to Clio so matters land with the right person.
Clio Grow sync
Leads from Grow flow into MatterReady for qualification. Status updates and enriched data sync back to Grow as leads progress through intake.
MatterReady connects to Clio via OAuth — you authorize through Clio's own login page. MatterReady never sees your Clio password.
Workflow
How a matter moves from intake to Clio
Client completes intake
A prospective client fills out a guided intake form on your website or chats with the AI chatbot. Information arrives structured and normalized.
MatterReady validates and scores
Contact details are validated. Practice-area fields are checked for completeness. The matter receives a readiness score — Core, Enhanced, or Comprehensive.
Staff review the intake summary
Staff see an attorney-ready summary with client details, conflict signals, readiness assessment, and any missing information flagged for follow-up.
Engagement letter is signed
MatterReady generates the engagement letter from a template and sends it for e-signature. Sequential signing ensures the attorney reviews before the client signs.
Qualified matter syncs to Clio
When the matter is ready, it syncs to Clio automatically — contacts, custom fields, documents, notes, and attorney assignment all in place. The attorney opens a complete file.
Better data in Clio from the start
MatterReady improves the quality of the data entering Clio so your attorneys spend less time chasing intake details and more time practicing law.
Connecting MatterReady to Clio takes a few minutes. Authorize via OAuth, map your staff, configure field mappings, and choose your sync behavior — automatic or manual. Most firms complete setup in under 30 minutes.
Frequently Asked Questions
Does MatterReady replace Clio?
No. MatterReady is pre-matter readiness infrastructure. It handles intake, qualification, and conflict signals before a matter is opened. Clio remains your system of record for open matters, billing, time tracking, and case workflow.
Does MatterReady replace Clio Grow?
No. MatterReady works alongside Clio Grow. Grow is your marketing CRM for tracking leads and campaigns. MatterReady is a qualification layer — we focus on collecting complete intake data, scoring readiness, and surfacing conflict signals. They serve different functions and work well together.
How does MatterReady handle duplicate contacts?
MatterReady matches incoming intake data against existing Clio contacts using email address, phone number, and name matching. When a match is found, we update the existing contact rather than creating a duplicate. You can review matches before they sync.
Are matters created as “pending” or “open” in Clio?
By default, matters sync to Clio with a “pending” status. Your team can then open them in Clio after final review. This is configurable — some firms prefer matters to arrive as “open” when readiness scores are high enough.
Can I use MatterReady without Clio?
Yes. MatterReady works as a standalone intake qualification system. The Clio integration is optional. Firms that don't use Clio can still benefit from structured intake, readiness scoring, conflict signals, and all other features.
What happens if I disconnect the integration?
Disconnecting stops future syncs. Data already in Clio stays in Clio. Data in MatterReady stays in MatterReady. You can reconnect at any time and resume syncing.