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At flowmondo, we build custom Clio integrations that connect your practice management to the rest of your firm's tech stack — whether that means syncing time entries and invoices to Xero or QuickBooks automatically, routing signed engagement letters from DocuSign into the right matter folder, or pushing new client intake data from Clio Grow straight into Clio Manage so nothing falls between the cracks. We deliver through Zapier, Make, or Clio's REST API depending on what your workflow actually needs.
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Many providers jump straight to technical solutions without learning how your team actually operates day-to-day.
Getting caught up in bells and whistles rather than solving the core problems that impact your bottom line.
Cookie-cutter solutions that ignore whether you need a quick fix or a comprehensive transformation of your systems.
Leaving critical automation gaps that continue to waste your team's time and create frustration.
From discovery call to implementation in days, not months.
Book a call
It all starts with a quick and friendly conversation.
Speak with experts
On the call you'll speak with one of our certified automation experts who will analyse your challenges and craft a personalised roadmap.
It's go time
Deploy your automation solution with hands-on guidance and ongoing support to ensure smooth adoption and measurable results for your team.
Areas of Expertise
With best-in-class tools in pragmatic and experienced hands, we build and optimise your solution faster than most could scope it.
Unify Your Software
Sync your software to eliminate silos and boost productivity. Seamless integrations deliver real-time data flow, streamlined workflows, and scalable solutions, freeing you from manual workarounds and enhancing decision-making.
Banish Busywork
Automate repetitive tasks to save time and reduce errors. Scalable workflows across all of your tools, streamlining operations and empowering your team to focus on high-value work with effortless efficiency.
Harness AI Power
Embed AI into your workflows for sharper decisions and exponential output. Systematic AI integration delivers consistent, scalable results, enhancing productivity whilst centralising governance and optimisation efforts.
Master your data
Centralise, clean and enrich your data to fuel your people, automations and AI agent force. Scalable data strategies ensure secure, real-time access, integrating with your systems to drive smarter decisions and operational clarity.
Build custom apps faster
Create custom tools without coding, replacing spreadsheets with scalable apps. Rapid, flexible and scalable solutions integrate with your tech stack, streamline processes and accelerating productivity with ease.
Streamline Your Docs
Automate document creation and extraction. Generate custom docs and extract data from scans, cutting admin time, boosting accuracy, and integrating doc flows with your systems for seamless output.
Streamline Your Docs
Automate document creation and extraction. Generate custom docs and extract data from scans, cutting admin time, boosting accuracy, and integrating doc flows with your systems for seamless output.
Time-to-Invoice Automation
Your solicitors track time in Clio, but someone still has to compile entries, check rates, apply disbursements, and generate invoices manually at month-end. That's hours of non-billable work every billing cycle. flowmondo builds an automation through Make or Clio's API that converts approved time entries into draft invoices with the correct rates, expense line items, and VAT treatment — ready for partner review, not data entry.
Clio-to-Xero Trust Account Reconciliation
Trust accounting is where Clio integrations get high-stakes. Payments in, payments out, retainer drawdowns — if any of that falls out of sync between Clio and Xero, your SRA compliance is at risk. Clio's native Xero sync handles basic invoices but struggles with VAT treatment on credit notes and doesn't sync trust fund transactions at all. flowmondo builds a reconciliation workflow through Make or direct API that keeps both ledgers aligned, including the trust account movements Clio's native sync misses.
Matter-Level Document Routing
A signed engagement letter, a court bundle, a witness statement — they all end up in different places: email attachments, a shared drive, someone's desktop. Meanwhile, the Clio matter record has no idea they exist. flowmondo connects Clio to Google Drive, SharePoint, or Dropbox through Zapier or Make so documents are filed to the correct matter folder automatically, with consistent naming and metadata intact.
Client Intake-to-Matter Handoff
A new enquiry comes through Clio Grow, your intake team qualifies it, and then someone manually creates a matter in Clio Manage, re-entering contact details, matter type, and conflict check results. That handoff is where data gets lost or duplicated. flowmondo builds an intake pipeline through Zapier or Clio's API that creates the matter, assigns the responsible solicitor, and populates key fields the moment a lead converts — no re-keying, no missed details.
Deadline and Limitation Date Alerting
Court deadlines and limitation dates don't send reminders on their own — and by the time someone checks the Clio calendar, it might be too late. flowmondo connects Clio's calendar and task system to Microsoft Teams, Slack, or Outlook through Zapier or Make, so deadline alerts reach the right solicitor in the right channel with enough lead time to act. Escalation rules route overdue items to the supervising partner automatically.
Frequently asked questions
Everything you need to know about Zapier.
Still have questions?
Speak with one of our Zapier experts.
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Absolutely. From purchase requisition to invoice approval and payment, the flowmondo team can automate and connect every stage of your P2P process, improving speed, accuracy, and control across the board.
Your case files shouldn't need a paralegal just to stay current.
