Custom Clio Integration Development

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The legal practice management platform for modern law firms.

Custom development for Clio

Clio

Legal Practice

5–9 weeks

OAuth 2.0

REST

Custom integrations for Clio. Client intake apps, document automation, and accounting integrations for law firms.

Scope a build

What we build

THE QUICK TAKE

Fixed scope · No hourly billing

Bolder Apps builds custom apps and integrations on top of Clio for law firms. Common projects include custom client intake apps, document automation, and accounting or e-signature integrations. Typical builds range from $25K to $65K and ship in 5 to 9 weeks.

The kinds of things operators ask us to ship.

No fluff. These are real builds operators in the field actually need.

Intake

Custom client intake apps

Custom client intake apps that feed structured data directly into Clio's case management, replacing generic web forms.

Automation

Document automation tools

Document automation tools that generate filings, contracts, or correspondence directly from Clio case data.

Integration

Accounting and e-signature integrations

Integrations connecting Clio to accounting, e-signature, or billing platforms so case and financial data stay in sync.

Reporting

Firm-wide reporting dashboards

Custom firm-wide reporting dashboards tracking case load, billing, and deadlines across practice groups.

Typical project range

$25K–$65K+

Fixed-scope. No hourly billing. We quote it upfront andwe ship it.

Typical timeline

5–9 weeks

Discovery in week one. First builds shipping by weekthree. Production ready inside the quarter.

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API Type

REST

Authentication

OAuth 2.0

Documentation

docs.developers.clio.com

The conversations that bring buyers here.

Manual Intake Re-Entry

New client intake is a Word document that our paralegal re-types into Clio by hand.

Repetitive Document Work

We generate the same three document templates for every case and it's still all manual.

Budget Without Capability

We have the budget for this, we just have no idea how to actually build it ourselves.

Disconnected Billing Data

Billing data lives in Clio but our accountant still needs a separate export every month.

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Bolder Apps did everything in great detail, especially their scoping process. Their design skills really stood out throughout the project, and they were able to create a thoughtful final product that brought our vision to life.

Steve Anavi

Senior Manager, Qonto

Bolder Apps really took the time to understand what we were trying to achieve. They transformed our ideas into a user-friendly, polished product. The entire experience was smooth, and the end result was exactly what we were looking for.

Anna Haberfellner

Senior SDR, Rydoo

Bolder Apps moved the project very smoothly and made the entire process easy from start to finish. They were professional, always quick to answer any questions we needed, and great to work with. The final result was delivered exactly as promised.

Len Swegart

Senior Corporate Relations Manager, American Cancer Society

The integration your team keeps asking for.

Fixed scope. Fixed price. Ships in weeks.

Build Bolder

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Bold Answers to Bolder Questions.

Can't find what you're looking for? Get in touch with our team.

How much does a Clio integration cost?

Clio integrations and custom apps typically range from $25K to $65K and ship in 5 to 9 weeks. Law firms with complex document automation or client intake requirements land toward the higher end of that range.

Who typically needs a Clio integration?

Law firms running Clio typically have high software budgets relative to their technical sophistication, and little to no in-house development capability. Bolder Apps builds custom client intake apps and document automation tools specifically for firms in this position.

What can you build on top of Clio?

Common Clio builds include custom client intake apps that feed directly into Clio's case management, document automation tools that generate filings or contracts from case data, and integrations connecting Clio to accounting or e-signature platforms.

What type of API does Clio use?

Clio exposes a REST API with OAuth 2.0 authentication, giving developers access to matters, contacts, documents, and billing data for building custom intake and automation tools.

Does Bolder Apps build client intake apps for Clio?

Yes. Bolder Apps builds custom client intake applications that connect directly to Clio, replacing generic web forms with structured intake flows that populate case data automatically.