Legalboards and Clio – Legalboards

Boost Your Firm's Operations with Legalboards and Clio

Gain unparalleled operational clarity about your firm with customizable and intelligent workflows.

See How Legalboards + Clio = Increased Productivity

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Customized Workflows

With an easy-to-understand Kanban board, you can quickly see your workflows

Intelligent Task Centers

Gain the insights you need about your matters through our tracking and reporting tools

Save More Than 30+ Hours Per Month with Automation

Set up automated emails, checklists, and more so you can spend less time on tasks

With Features That Help Your Team

Clio Embed
See your Clio tasks in a new way directly in Clio with the Legalboards tab

Dashboard
Easily see your daily tasks and insights about how your team works

Task View
With our task view, you can see your tasks organized by board, list, and/or calendar.

See how Legalboards and Clio can improve how you work

Certified Partner

We’ve been proudly integrated with Clio since 2019. We’re one of the first apps to be embedded and by being a “Certified App”, we’ve passed extra reviews done by Clio for security and usability.
Check here for more about our Security.

Proud recipients of “Most Improved App” at ClioCon2022

Clio CEO Jack Newton announcing our win at Launch//Code 2022

Customer Stories

Legalboards has completely transformed how I practice law. Legalboards is a game-changer. It’s Tasks on steroids. It’s allowed me to automate different processes within my firm so I always know where each case stands and what tasks are outstanding and still need to be completed.

Conti Moore SmithConti Moore Law, PLLC

Legalboards allows me to see everything at once. I can see all my matters and all of my estate planning clients and know what I need to do next. Legalboards helps me quickly determine what my next steps should be, and it also automates a bunch of different tasks seamlessly so that I can spend more time doing actual work for my clients.

Alexia Milesrb Legal, LLC

Managing a practice is complex. Legalboards helps you organize some of that complexity so that you can stay on top of what’s important.

Karen and David SkinnerGimbal Canada

Ready to visualize how your
practice operates?

See matters, tasks and the processes that run your practice in a new way.
Get started with Legalboards now for free.

Have 15 minutes? Schedule a demo and let us show you how we can
improve how your practice operates.