Revolutionizing Efficiency
(Available in Q1 2026)
For modern law firms seeking a competitive edge, the key to success lies in streamlined efficiency. Gone are the days of manual data entry, toggling between platforms, and worrying about version control. A powerful solution is emerging from the integration of two legal tech leaders: Prolegis and Clio. This isn't just a simple data connection; it's a profound workflow transformation that automates multiple steps into a single, cohesive action. Launching in February 2026.
The Power of Unified Data: Client Intake and Matter Creation
The integration begins by creating a single source of truth for all core information, eliminating the notorious practice of "double-entry" and the resulting risk of errors.
Flawless Client and Contact Synchronization
Any update to a client’s crucial information—email, phone number, or address—in Prolegis is immediately reflected in Clio, and vice-versa. This ensures every team member across both platforms is working with the most current and accurate data.
One-Click Matter Creation
The integration turns a multi-step intake chore into a single action. When you initiate a matter in Prolegis, it is automatically created and opened in Clio. This new matter is instantly assigned a unique Clio Matter Number, establishing the necessary organizational and financial structure for billing and practice management. This single action in Prolegis completes the core administrative setup in both systems instantly.
Document Mastery: Editing, e-Signing, and Centralized Storage
The document management capabilities offer some of the most dramatic efficiency gains by allowing firms to leverage the best-in-class tools from each platform without moving files.
Leverage Prolegis' Tools on Clio Documents:
You can use Prolegis's powerful features, such as the built-in PDF Filler, directly on PDF documents that are already uploaded to and stored in Clio. There is no need for time-consuming downloading, editing locally, and re-uploading.
Use Clio’s Tools on Prolegis Documents:
Conversely, you can instantly use Clio’s e-Sign tool on documents uploaded into Prolegis. Crucially, the integration automatically pulls the synced contact information from the client profile, making the process of sending documents for signature fast and error-free.
Centralized Cloud Storage:
Documents are shared and stored online in both platforms, maintaining a singular, version-controlled source of truth. The moment a document is saved or signed, it is accessible and audit-ready across the Prolegis and Clio environments.
Financial Flow: Accelerating Billing and Collections
A major efficiency bottleneck in many firms is the manual transfer of financial data. This integration tackles that by providing the ability to push fees, other charges, and disbursements directly from Prolegis into Clio.
When financial events occur in Prolegis—such as calculating a flat fee, recording a billable service charge, or logging a third-party disbursement—that detailed financial information is automatically transferred to Clio. This ensures:
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Billing Readiness: All billable items are correctly categorized and linked to the corresponding Clio Matter, meaning the firm is always prepared to generate an invoice.
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Accurate Invoicing: By the time the invoice is generated in Clio, all fees, charges, and disbursements from Prolegis are accounted for, leading to faster, more accurate billing cycles.
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Faster Collections: With all financial data accurately housed in Clio, the firm can immediately utilize Clio’s streamlined billing and payment features, including online payment links and automated bill reminders, to significantly accelerate cash flow.
Administrative Goal
New Matter Setup
Traditional Disconnected Steps
Two steps:
1. Create client and matter in Clio
2. Create client and matter in Prolegis
Integrated Workflow
One step:
1. Create client/matter in Prolegis, the rest is automatic
The Compound Automation Advantage
The true value of the Prolegis and Clio integration is in its compound automation. By unifying the systems, the labor involved in a complex legal process is drastically reduced.
This unified environment allows legal professionals to focus on practicing law, not managing software. The Prolegis and Clio integration is the strategic choice for any firm ready to move beyond the limitations of disconnected software and into a future defined by speed, accuracy, and unprecedented operational efficiency.