Automations
● 6 ACTIVEWHENAUTOMATIC
Drafting is marked done
THEN- Review task created
- Assigned to the associate
- Checklist attached
- Clio matter updated
WHENNEEDS APPROVAL
A court deadline is 3 days out
THENAttorney notified for sign-off
CLIOCON 2026HYNES CONVENTION CENTER · BOSTON · OCT 26–27
The office management layer for Clio.Finally automated.
A file moves from paralegal to associate to partner. Legalboards is the agent behind the handoff: the next task, the next owner, and the checklist show up automatically, every time.
127handoffs automated this week
The Reality
Work doesn't fail inside tasks.
It fails in the handoff.
When a file changes hands, is the next task already waiting, or does it sit until someone remembers to chase it down? Legalboards' agent handles the handoff automatically, on top of the Clio setup you already have. Nothing to rip out, nothing to replace.
Where's the Rivera file?Did the client sign already?Who has it now?Is this still active?
Hours a week disappear just chasing down who has the file next.
The same status update, typed out by hand, every time a file changes hands.
A missed handoff just sits there, quietly, until someone happens to notice.
How It Works
One board. Every handoff automated.
Legalboards sits on top of the Clio setup you already have. No migration, no new interface for your team. Just the next task, the next owner, and the checklist that goes with it, showing up automatically.
Client Intake
2 actions · 1 matterDocument Assessment
3 actions · 2 mattersDraft Preparation
2 actions · 1 matterAttorney Review
1 action · 1 matterANYTIME · NOT TIED TO A STAGE · 6 CONFIGURED
WHENAUTOMATIC
A stage is marked complete
THENCreate the next task, assign the next owner, and attach the checklist
WHENAUTOMATIC
An intake checklist item is missed
THENRemind the assigned paralegal and flag the matter
WHENNEEDS APPROVAL
A court deadline is within 3 days
THENNotify the responsible attorney for sign-off
WHENAUTOMATIC
A task sits untouched for 3 days
THENEscalate it to the matter's responsible attorney
WHENAUTOMATIC
A matter moves to a new stage
THENUpdate the Clio contact and matter fields automatically
WHENNEEDS APPROVAL
An invoice is ready to send
THENNotify billing for final review before it goes out
CORE FEATURES
Automations run quietly. Here's the board and task system underneath.
The automation moves the work. These two screens are where your team actually lives: the matter board in Legalboards, and the task queue, synced straight into Clio.
01 — THE BOARD
Every matter, visualized by stage.
Columns match your workflow: leads, intake, prep, further requests, submission. Cards move themselves when the automation fires.
app.legalboards.io/boards/immigration
Immigration
Leads
Okafor Family
Work Visa
4 days
Veltri Logistics
Corporate Visa
11 days
Intake
Haddad Imports
2 automations run
Automatic
Rahman Family
Student Visa
3 days
Prep
Alaric Carter
Permanent Res.
22 days
Mills, A.
Student Visa
9 days
Submission
Patel, M.
Divorce
77 days
Reynolds, C.
Estate Planning
77 days
Auto-advancing every 5 seconds
02 — TASK MANAGEMENT
Nothing falls through. Every task has an owner.
Tasks are generated by the automation, assigned automatically, and synced straight into the Clio task list your team already uses. No second system to check.
app.legalboards.io/clio_tasks/list
Tasks
Collect supporting docsOkafor Family · Due Oct 9IN PROGRESS
Awaiting client signatureVeltri Logistics · Due Oct 14EXTERNAL
Drafting discovery requestsDuffett, M. · Due Aug 20REVIEW
Generate invoicePatel, A.COMPLETE
Auto-advancing every 5 seconds
In Their Words
Four of 150+ firms running on Legalboards.
65%of all tasks automated
3,236 of 4,977 tasks on one board, created automatically.
“They've been super responsive, more than just a vendor. They've 100% gone the extra mile for us.”
Steve McCrackenCEO · McKinley Irvin
380hours saved a month, ~2 FTEs
The equivalent of two full-time employees back on billable work.
“The onboarding process was extremely helpful, and now everything runs smoothly!”
Jeff CrossleyDirector of IT · Goldberg & Osborne
1,129automations a month
About 56 hours of manual admin work handed back every month.
“Before Legalboards, we had 47 overdue tasks just sitting there.”
John ZuccaroAssociate Attorney · Simmons & Schiavo
762automations a month
38+ hours saved a month, with fewer steps missed along the way.
“Precision has been the biggest improvement.”
JessicaDrafting Paralegal · Strauss Attorneys
Free Guide
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