Clio is a system of record. Not a system of execution.
Clio stores your case data, tracks time, and manages billing. It does that well. But it doesn't manage how work moves — who owns the next step, what's stalled, or where handoffs are failing. That's the gap.
Intake
Drafting
Review
No double entry. No system switching. One movement updates both.
What changes when you add Legalboards.
These aren't features Clio is missing. They're a different kind of problem — one that requires a different kind of tool.
You can't see where work is stuck
Clio shows lists. Lists don't show bottlenecks, stalled matters, or work that's been sitting too long. Legalboards gives you a visual pipeline where stuck work is immediately visible.
Handoffs depend on emails and memory
When a paralegal finishes a draft, the attorney needs to know. In Clio, that's an email or a walk-in. In Legalboards, the next person is notified automatically when the card moves.
You don't know who has capacity
Clio doesn't show you team workload across matters. Legalboards does — so you can see who's overloaded and redistribute before it becomes a problem.
The manual work your team shouldn't be doing.
Clio doesn't automate handoffs, follow-ups, or ownership transitions. Legalboards does.
Intake → Board
A new Clio matter automatically creates a card on your board. No manual entry. Work starts moving the moment a case is opened.
Stage → Tasks
When a matter reaches a new stage, Legalboards generates the right tasks and assigns them to the right people. No chasing, no guessing.
Board → CMS
Move a card in Legalboards and your Clio matter status updates automatically. One action, both systems in sync.
Certified. Encrypted. Under your control.
Legalboards is a Clio Certified App. Your data stays private and secure. You control what syncs and who sees it.
See how firms use Legalboards + Clio
Discover how Strauss Attorneys PLLC, a leading estate planning and elder law firm, transformed their workflow precision and efficiency using Legalboards.