Found us through Clio? Good instincts.
Clio is the engine. We make it drive your firm.
Clio gives you outstanding legal software. We configure it, automate it, and connect it to your real workflows — so your people spend their time on law, not administration dressed as law.
Most UK law firms that buy Clio use about a third of what it can do.
Not because they lack ambition. Because implementation is hard, time is short, and the people doing the setup are rarely the people who understand how the firm actually runs — or what the SRA expects of the systems that run it.
The result is a platform that's on, but not working. Time capture that relies on memory rather than automation. Billing workflows that still involve someone exporting to a spreadsheet. Intake processes that have moved from paper to digital but not from manual to automatic.
We build Clio implementations that work the way your firm works — from day one, configured to your matter types, your workflows, and your regulatory obligations.
What a proper Clio implementation includes
Matter configuration
Every matter type your firm runs — conveyancing, wills and probate, commercial, family, or your specific mix — built into Clio with the fields, documents, and task sequences it actually needs. Not a generic template. Your practice.
Billing and time capture
Time capture configured so it happens at the point of work, not at the end of the week from memory. Bill generation automated to reduce write-offs. Trust accounting set up correctly from the start.
Intake and client onboarding
Clio Grow configured for your enquiry-to-instruction workflow. Client intake forms, conflict checks, engagement letters, and matter opening — automated in sequence, not done manually each time.
Document automation
Standard documents — client care letters, engagement terms, standard correspondence — templated in Clio and triggered by matter events so they're generated, not drafted from scratch.
Microsoft 365 connection
Clio connected to your Microsoft 365 environment. Outlook, Teams, and SharePoint integrated so client communication, document storage, and matter management work as one system rather than three.
Power Automate workflows
Automations built to handle the repetitive work: deadline reminders, client updates, file closure steps, compliance tracking. Work that currently depends on someone remembering to do it.
Clio AI features
Clio Manage AI and Clio Work configured and enabled where appropriate. AI-assisted drafting, matter summarisation, and document analysis — deployed within the governance framework your firm has agreed, not as unsupervised tools.
Staff training and handover
Your team trained on the system as it has been built for them — not on generic Clio training. Documented processes for the workflows that matter most to your firm.
Where does Practice Resilience® fit?
A Clio implementation is typically Stage 2 (Foundation) of the Practice Resilience® programme — the point where your technology foundation is built properly. Some firms come to us specifically for Clio implementation. Others are working through the full programme. Either is a valid starting point.
If you want to understand where your firm sits before committing to an implementation scope, the free JARI AI Audit places your firm across six readiness domains and identifies the right entry point. See the full four-stage breakdown on the Practice Resilience® page.
What could automation save your firm?
Use the calculator below to estimate how much admin time your firm could recover through a properly implemented Clio environment — based on your fee earner count, current admin burden, and billing rate.
What could a proper Clio implementation recover for your firm?
Adjust the figures to match your firm. The numbers update as you move the sliders.
Your implementation ROI summary
A Clio Certified Partner — and a compliance practice
JurisIT is a specialist legal technology consultancy serving law firms with 5–15 fee earners across the United Kingdom and Australia. We are a Clio Certified Partner — which means we know the platform deeply. But we are also a compliance and governance practice, which means we think about what surrounds Clio: your data, your obligations under the SRA and UK GDPR, your staff, and your clients.
Everything we deliver is fixed price, independently scoped, and built to work inside the tools your firm already uses.
Technology implementation without compliance context creates risk
Every Clio implementation we deliver is built with your regulatory obligations in mind. JurisIT also operates in Australia, bringing cross-jurisdictional perspective to every engagement.
AML
Anti-money laundering obligations apply to most UK law firms as regulated persons under the Money Laundering, Terrorist Financing and Transfer of Funds Regulations. The SRA expects firms to have documented, risk-based client due diligence procedures — not manual checks that depend on whoever is handling the matter.
We build your Clio intake workflows and Power Automate automations to embed AML compliance from the first client touchpoint — so CDD happens consistently, not occasionally. See our dedicated Compliance Management solution for ongoing AML tracking beyond initial implementation.
Data protection & UK GDPR
UK GDPR governs how your firm collects, holds, uses, and discloses personal information, with specific obligations around data security, retention periods, and the rights of data subjects. A Clio implementation that hasn't been configured with data protection in mind is a compliance gap waiting to surface.
We configure your Clio data architecture and Microsoft 365 retention policies to align with your UK GDPR obligations — including appropriate retention schedules, access controls, subject access request readiness, and breach notification procedures. The SRA also expects firms to have documented data protection policies and to be able to evidence compliance — we build that evidence base into how your systems are configured, not as a separate exercise afterwards.
Cybersecurity
The NCSC Cyber Essentials scheme sets the baseline for cyber resilience that the SRA and insurers increasingly expect. Law firms are a high-value target — client funds, confidential instructions, and personal information in one place.
We assess your firm against Cyber Essentials and the SRA's minimum cybersecurity expectations, then build a practical uplift plan. Your Clio environment, Microsoft 365 tenant, and staff practices all form part of the picture. See our dedicated Cybersecurity Uplift solution for the full technical implementation.
AI regulation
The UK's approach to AI regulation is developing through a principles-based framework, with sector-specific guidance emerging from the SRA, the ICO, and the Legal Services Board. UK law firms using AI — whether through Clio's own AI features or tools your staff have adopted independently — need documented governance now, before regulatory expectations harden further.
Our JARI framework gives you that foundation: evidence of what AI is in use, assessed against your professional obligations, with policies your partners can stand behind and evidence you can produce to the SRA or an insurer if asked.
Frequently Asked Questions
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No — this page covers a fresh Clio implementation done properly from day one. If you're migrating from another platform, see our Clio Migration solution instead; if you already have Clio and want to build automation on top of it, that's covered too. We'll point you to the right starting place.
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It depends on your practice area and current state, confirmed during scoping. A fresh implementation is more involved than adding automation to an existing Clio setup — we'll give you a clear timeline before you commit to anything.
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Those are our specialist areas, but we work across practice types. If your practice area isn't one of our named specialisms, we'll be upfront about that during scoping rather than overselling our depth in an unfamiliar area.
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Clio Manage AI is the AI layer built into Clio's existing practice management features — AI-assisted time capture, smart matter suggestions, and document analysis within the Clio Manage interface. Clio Work is a separate AI drafting tool that integrates with your matter context. Both require proper configuration and governance to use safely in a law firm environment. We configure both and build the governance framework around them.
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Yes — not generic Clio training, but training on the system as it has been built for your firm. Your staff learn the workflows and matter types that are relevant to them, not a platform overview that doesn't match how their system has been configured.
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If you're moving from an existing system, data migration is scoped separately — see our Clio Migration solution. For a greenfields implementation, we build the matter and client structure from scratch. Either way, your data architecture is set up correctly from the start.
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Our Clio implementation work covers all UK jurisdictions. Scotland has a different legal system to England and Wales in some areas — particularly conveyancing — and we take that into account when configuring matter types and workflows. Practice management and compliance configuration is largely consistent across UK jurisdictions.