Integrations
Clio
Clio integration for small law firms managing active matters and client intake.
Matter-centric, not transaction-centric
Legal work maps to matters and contacts rather than accounts and transactions. The Clio connector is built around that shape: matter timelines, contact rosters, billable time, and document threads flow into each client's memory.
What it unlocks
- Pre-meeting briefs that summarize matter posture in under a page
- Drafts of routine client correspondence ready for review
- Deadline awareness that combines Clio calendars with Practiq's proactive triage
- Intake triage for new leads without re-keying the same facts in three places
Trust and privilege
Attorney-client privileged material is treated with the same isolation guarantees as accounting data — per-client scoping, no cross-client prompts, no training on client content.
More details coming soon. Request early access to get notified when this page is expanded.
Ready to try Practiq?
Early access is open for boutique professional services firms.