Clio: What’s Missing? – Part 3 of 4: Make the Work Move: Task Lists, Matter Stages, and Automated Workflows
2025-09-10T12:51:58-07:00Law firms don’t run on luck — they run on process. Every matter your firm handles moves through predictable steps. The problem? Too often those steps live only in someone’s head, or scribbled on a sticky note, or buried in a spreadsheet no one checks. That’s where Clio Manage comes in. With tools like Matter Stages, Task Lists, and Automated Workflows, you can turn that messy “mental checklist” into a smooth, repeatable system that keeps your whole team on track. Let’s break down how it works — with real examples.