IDS • Clio Professional Services
IDS is a trusted partner in unlocking the full potential of Clio for your firm. Our extensive portfolio of services are designed to ensure that your platform is not only managed effectively but also optimised for success.
With our expertise in data migration, personalised workflows, seamless system integrations and specialised training for power users, we empower your team to reduce admin time and excel in their daily core activities.
How IDS can help get the best out of Clio's latest features? Book a DEMO to find out!
Advanced Training
At IDS, we provide comprehensive Clio training that is specifically designed to enhance and streamline workflows across various practice areas.
Our training sessions are highly interactive and hands-on, allowing teams to engage deeply with Clio's extensive capabilities.
We guide participants in effective Clio's features alongside a range of available integrations, ensuring that they can implement tailored solutions that not only improve operational efficiency but also contribute to achieving superior business outcomes.
Custom Workflows
We have the capability to customise Clio in a way that specifically addresses the diverse and unique needs of your law firm.
By leveraging personalised workflows, we can create a seamless experience that minimises administrative burdens, allowing your team to dedicate more time to exceptional legal services and stronger relationships with clients.
Ultimately, bespoke workflows empower your firm to operate at its highest potential while adapting to the ever-evolving demands of the legal landscape.
System Integration
Through the seamless, ongoing integration of your vital systems, including accounting software, Risk and Compliance solutions and communication platforms, IDS plays a crucial role in establishing Clio as the central hub of your legal practice.
Comprehensive connectivity built by IDS, facilitates a smooth and efficient flow of data across various departments, effectively reducing the burden of manual data entry tasks.
Consequently, your legal team can dedicate more time to their core responsibilities, enhancing client service and overall productivity.
Document Automation
IDS automates the document creation process by streamlining workflows and ensuring a consistent approach across all legal communications.
Our team specialises in customising templates that are meticulously designed to align with your firm’s specific legal standards and the diverse requirements of your clients.
By implementing our solutions, your firm can enjoy a seamless integration of technology and legal expertise, ultimately leading to improved productivity, a reduction in turnaround times and a more polished and professional presentation of legal documents.
Data Migration
At IDS, we take pride in our ability to expertly handle data migration to Clio, ensuring that the transfer of case files, client information and historical data is executed with the utmost care and precision.
Our commitment to accuracy and security is paramount, as we understand the importance of maintaining the integrity of your data during this critical process.
IDS is equipped to provide comprehensive support for seamless document migration to and from Clio. We know that your legal documents are essential assets and our team is dedicated to ensuring that they are transferred securely and efficiently.
Your questions answered
At IDS, we believe that a successful implementation goes far beyond the initial setup phase.
Our custom workflows align perfectly with your firm's unique processes, ensuring that every aspect of your operations is optimised for efficiency.
Our seamless integrations with existing systems mean that you can enjoy a cohesive experience without the hassle of disruptions.
Additionally, we provide comprehensive user training that is specifically designed to empower your team, enabling them to leverage Clio as a powerful strategic asset rather than merely a case management tool.
With our deep legal tech expertise, we remain committed to transforming your practice into a more productive and streamlined operation.
Yes. We manage end-to-end data and document migration to Clio with a focus on accuracy, security and minimal downtime. Whether you're moving from LEAP, Quill, LawMan or other legacy systems, we ensure a smooth and compliant transition.
IDS manages full-spectrum data and document migration to Clio, covering firm and user profiles, contacts, matters, billing, documents, tasks, emails, calendar entries, trust balances and custom fields.
Our structured approach ensures accurate transfer of critical records: relationships, categories, versions, notes and financial data - minimising downtime and preserving the integrity of your legal operations.
Absolutely. IDS develops personalised workflows, automation rules and reporting structures to reflect your firm’s unique operations. We also build custom integrations and features to extend Clio’s native capabilities.
Whether it’s integrating legacy systems with modern applications or ensuring new tools mesh seamlessly with existing workflows, IDS tailors solutions to ensure optimal performance and alignment with your business strategy.