Clio Manage isn’t just built to track cases. It’s built to reflect the way your firm actually practices. That means shaping Clio around your workflows instead of forcing your workflows to bend around Clio.

The power lies in configuration. Imagine opening a matter and seeing only the fields that make sense for that type of case. Everything else stays out of the way, so your team focuses only on what matters.

When only admins create and edit fields, your structure stays consistent, your data stays clean, and your team works faster. And because those custom fields live right alongside the core matter details, the most important information is always at hand — never scattered, hidden, or skipped.

Here’s the thing: without this level of configuration, Clio can feel like just another database. With it, Clio becomes the system that actually fits your firm.

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So what does configuration look like when it’s working? Here are just a few ways firms bring Clio into alignment with the way they actually practice:

Estate planning
Every will or trust comes with its own key details. With Clio configured, you can track last-will dates, drafters, executor information, beneficiaries with their contact data, asset summaries, and disposition notes — all in one place.

Personal injury
Cases move fast and hinge on specifics. Clio can track date of loss, location, police report numbers, named witnesses, adjuster details, medical record requests, and injury types — so nothing slips through the cracks.

Insurance defense
Defense work demands precision. Clio stores carrier information, policy numbers and status, adjuster details, court names and numbers, assigned judges, and critical hearing or trial dates — so the essentials are always at your team’s fingertips.

And because you can organize these fields into logical sections like Court Information, Matter Summary, or Insurance Details, your team doesn’t just collect data. They see exactly what matters for that case type, right when they need it.

This is what turns Clio from software you use into software that works for you.

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Building Clio to fit begins with understanding your firm’s matter lifecycle — how each case opens, how it advances, and how it ultimately closes. A trained Clio consultant maps that flow and then builds the fields, sets, and templates that mirror it. That’s what makes Clio feel tailored to your firm instead of forcing your team to work around it. And that’s where 2b1 Inc. comes in.

Try this now

• List five data points your team looks up weekly but can’t filter or report on today.
• Group them into 2–3 logical sections for one practice area.
• Create field sets in Clio Manage, add them to a test matter, and preview the layout.

Ready for a Clio Fit Check? We’ll audit one practice area and show you exactly which fields, sets, and templates to build first.

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