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PointOne + Clio
Legal practice management
PointOne captures the work your lawyers do in email, documents, calls and meetings, then writes complete entries into Clio Manage. Emails file to the right matter. Your Clio task and activity codes apply automatically.
7 to 15%
more billable hours captured
5 to 10 hrs
saved per lawyer per month on entry and bill review
Get started
See PointOne and Clio on your own matters
Book a demo and watch one day of work land in Clio, coded and filed to the right matter.
Book a Demo →
How each workflow changes the week
Each workflow runs automatically once PointOne is connected to Clio Manage.
File emails to Clio matters
PointOne uses each email that drives an entry to match it to a client and matter. When the entry syncs, the email is filed with that matter.
Without PointOne
Lawyers drag emails into Clio one at a time, or skip it. When a client questions a line item, billing staff search inboxes.
With PointOne
The email sits on the matter next to the entry it supports, with no filing step.
Apply your Clio task and activity codes
PointOne assigns task and activity codes that align with the codes your firm already uses in Clio.
Without PointOne
Lawyers pick codes by hand or leave them blank, and billing staff fill the gaps at pre-bill.
With PointOne
Every entry arrives in Clio already coded.
Send entries to Clio, matched to client and matter
PointOne writes complete entries, with narratives, back to Clio Manage.
Without PointOne
Entries are reconstructed at week’s end, then typed or pasted into Clio.
With PointOne
Entries appear in Clio ready for review, already on the right matter.
Get started with PointOne and Clio
01
Connect Clio
Connect your Clio Manage account to PointOne.
02
Sync your setup
Clients, matters, and task and activity codes sync from Clio.
03
Work as usual
PointOne captures work on desktop and mobile, from email, documents, calls and meetings, and writes complete entries with narratives.
04
Entries land in Clio
Entries sync with codes applied, and emails file to each matter.
What syncs between PointOne and Clio
Data
Direction
What happens
Clients
Clio → PointOne
Synced automatically
Matters
Clio → PointOne
Synced automatically
Task and activity codes
Clio → PointOne
Applied to each new entry
Entries with narratives
PointOne → Clio
Written to the matched client and matter
Emails behind each entry
PointOne → Clio
Filed with the matter when entries sync
Frequently asked questions
Does PointOne integrate with Clio?
Yes. PointOne integrates with Clio Manage and is listed in the Clio App Directory. It syncs clients, matters and codes from Clio and writes entries back.
Can PointOne file emails in Clio automatically?
Yes. When PointOne syncs an entry to Clio, the emails used to create that entry are filed with the matching matter.
Does PointOne use my firm’s Clio task and activity codes?
Yes. PointOne assigns task and activity codes to each entry that align with the codes already set up in your Clio account.
Do I need to set up clients and matters twice?
No. Clients and matters sync from Clio into PointOne automatically.
Where do PointOne entries appear in Clio?
On the matched client and matter in Clio Manage, with the narrative and codes attached.