# Back-office automation for law firms on Clio

> Firmhorse sets up and runs the routine back-office work at small law firms on Clio: court papers and court dates, case records, billing, payments and new-client intake. Staff decide which changes need their approval.

Firmhorse is the workhorse behind your firm. We set up and run the routine office work in Clio. Built for Clio. Private to your firm. You stay in control.

[Get a free Clio Checkup](https://firmhorse.com/#contact)

## What it does

### Court papers

- Stamped filings saved to the right case
- Court dates added from each new order
- County court sites checked for orders nobody emailed

### Clean case records

- A checkup of every Clio case, every night
- Missing dates, parties and details found and fixed

### Billing and payments

- Bills ready to review on the 1st
- Payments matched to the right bill
- Reminders on overdue balances

### New clients and email

- Every lead tracked to a signed retainer
- Sent email filed to the right case
- Calendar clashes caught early

Have a job that eats your week? Tell us about it.

## How it works

1. **Free Checkup.** We take a read-only look at your Clio and show you what is slipping.
2. **Set up around your office.** We build each job the way your team already works. You keep using Clio.
3. **You approve. It runs.** Every change waits for your yes. When a job earns your trust, let it run on its own.

## The app

Your team uses one simple app, on a desk or a phone:

- **Today:** the jobs running now and the work done today.
- **Approvals:** each change in plain words, what will happen and why, with a quote from the source document.
- **Jobs:** choose how much each job does on its own: ask first, a daily list, go ahead unless stopped, or on its own.
- **Your team:** add people and choose who can approve what.
- **Sign-in:** two-step sign-in for every account.

## Works with the tools you already use

- Clio Manage, Grow and Payments
- Microsoft 365 and Outlook
- Google Workspace
- Gmail
- Google Calendar
- Odyssey eFileIL
- QuickBooks
- LawPay
- Docusign
- Dropbox
- Box
- Zoom

## Your client files stay private

- **Only your firm.** Your own private system and database. Nothing is shared with another firm.
- **Encrypted everywhere.** Encrypted at rest and in transit, backups included.
- **You stay in control.** Changes wait for your OK until you let a job run on its own. A record shows who did what, and when.
- **Never used for training.** Your data is never sold, never shared with another firm and never used to train models.
- **Sign-in you control.** Two-step sign-in for everyone. You decide who sees and approves what.
- **Yours to keep.** Export your data at any time. If you leave, we delete our copies within 90 days.

Built to support your duties under ABA Model Rules 1.1, 1.6 and 5.3, ABA Formal Opinions 477R and 512, and Illinois Rule 1.6(e). Your data stays in the United States. Built on Amazon Web Services and Google Cloud. Details: [Security and privacy](https://firmhorse.com/security).

## Questions and answers

### What does Firmhorse do?

Firmhorse runs the routine office work behind your cases. It saves stamped filings to the right case, adds court dates from new orders, keeps Clio records complete, prepares bills, matches payments and tracks new leads through intake. Your staff decide what needs their OK.

### Do we have to change our software?

No. Firmhorse works inside the tools you already use, starting with Clio, your email and your calendar. Your team keeps working the way it does today.

### Who approves the work?

Your team does. At first, every change waits for a yes from the people you choose. When a job has a strong record, you can let it run on its own, or move it back at any time.

### How is our client data protected?

Each firm gets its own private system. Your data is encrypted, stays in the United States, and is never shared with another firm or used to train models. You can export it at any time.

### What is the free Checkup?

A read-only look at your Clio account. We show you what is missing or late, like cases without court dates or work that was never billed, and what Firmhorse would take off your plate. It costs nothing.

### Which firms is Firmhorse for?

Small law firms on Clio, from solo practices to firms of about 25 people. We started with family law firms in Illinois.

## Get your free Clio Checkup

A read-only look at your Clio, with no cost and no commitment. Send the form at https://firmhorse.com/#contact; we email you to set up a short call, run the read-only Checkup, then send a written proposal.