Clio Partner & Consultant
As a Certified Clio Consultant, Big Mode Consulting helps law firms implement, optimize, and get the most from Clio's practice management platform. Our legal IT services ensure your firm runs efficiently from day one.
What Is Clio?
Clio is the world's leading cloud-based legal practice management software, trusted by over 150,000 legal professionals. It combines case management, billing, client intake, and document management in one platform, making it the backbone of modern law firm operations.
Why Choose Clio for Your Law Firm?
All-in-One Platform
Case management, billing, client intake, document management, and payments unified in a single platform. Clio Manage handles the full lifecycle from intake to invoice.
Cloud-Native Architecture
Access your practice from anywhere with secure, cloud-based infrastructure and automatic updates. No servers to maintain, no software to install.
200+ Integrations
Connect Clio with your existing tools including Gmail, Outlook, Dropbox, QuickBooks, Zapier, and hundreds more through the Clio App Directory.
Built-In Client Portal
Give clients secure access to case updates, documents, and invoices through Clio Connect. Reduce status-update phone calls and improve client satisfaction.
Clio Grow for Client Intake
Automate lead tracking, online intake forms, e-signatures, and follow-up sequences. Convert more prospects into signed clients.
Trust Accounting & Compliance
Robust trust accounting tools that help you stay compliant with bar association rules. Track IOLTA accounts, generate trust reports, and reconcile with confidence.
Advanced Reporting & Analytics
Gain insights into firm performance with dashboards tracking utilization, realization, collection rates, and revenue by practice area or attorney.
Mobile App Excellence
A full-featured iOS and Android app that lets attorneys track time, manage tasks, access documents, and communicate with clients from anywhere.
How Big Mode Consulting Helps with Clio
As a Certified Clio Consultant, our law firm managed service team handles everything, from initial implementation to ongoing optimization. Here's how our legal IT services make the difference:
Full Implementation & Migration
We handle the complete Clio setup from data migration to workflow configuration. We map your existing data, clean it, import it, and validate everything so your team can focus on practicing law.
Custom Workflow Design
We build custom matter templates, task automations, intake workflows, and document templates tailored to your specific practice areas — personal injury, family law, estate planning, and more.
Integration Architecture
We design and connect your full tech stack: Clio + QuickBooks for accounting, Clio + Lawmatics for CRM, Clio + RingCentral for VoIP, and any other tools your firm relies on.
Clio Grow Setup & Optimization
We configure intake pipelines, build branded intake forms with conditional logic, set up e-signature workflows, and create automated follow-up sequences.
Reporting & Dashboard Configuration
We build custom reports and dashboards so firm leadership can track KPIs, billable hours, AR aging, and practice area performance at a glance.
Training & Ongoing Support
Comprehensive role-based training for attorneys, paralegals, and admin staff. We provide ongoing optimization, quarterly reviews, and help desk support as your firm evolves.
Why Choose Big Mode Consulting?
As a Certified Clio Consultant and law firm managed service provider, Big Mode Consulting brings deep platform expertise paired with legal IT services knowledge. We don't just set up software; we architect technology solutions that help law firms grow.
Related Resources
Ready to Get Started with Clio?
As a Certified Clio Consultant, we'll help you implement Clio the right way, with expert legal IT services and law firm managed service support.