Environment delivered
Clio Grow intake and Clio Manage matter configuration were delivered, with training and post-live support.
This historical account covers the delivered environment and aftercare. No conversion uplift or measured time saving is claimed.
Design both sides of the handover
NewLaw configured the practice’s intake and matter-management environments. The intake work included forms, portal setup, custom fields and appointment booking. Matter configuration included matter types, document templates and training.
These parts belonged to the same engagement, so the work could address what the practice needed before and after a matter was opened.
Carry the work into support
After implementation, the practice continued to work through checklists, task automation, reports and other operating questions with NewLaw.
The practical lesson
Treat enquiry handling and legal matter work as one process with a clear handover. Plan support for the questions that appear once people start using it.