Legal Integration
Clio Integration: Turn Dormant Matters into Active Client Relationships
Sync your Clio matters and contacts with Trillium AI to automatically re-engage past clients, recover billable hours, and grow your Google reviews, without leaving your compliance guardrails.
How It Works
Clio + Trillium AI
Clio is the leading cloud-based legal practice management platform for boutique law firms. By connecting Clio to Trillium AI, your firm can transform matter and contact data into proactive, automated client engagement campaigns.
Trillium AI reads matter status, last activity dates, and client contact records from Clio, then triggers personalized outreach at exactly the right moment, whether a matter just closed, went dormant, or hit a milestone anniversary. Every message is drafted by AI and reviewed by a partner before it sends.
No more silent churn. No more billable hours lost to manual follow-up. Just consistent, compliant client retention that runs quietly in the background of your practice.
What You Get
Key Integration Features
Seamless Contact & Matter Sync
Automatically pull client contacts and matter records from Clio into Trillium AI. No manual exports, no duplicate data entry, no missed relationships.
Milestone-Triggered Campaigns
Automatically launch retention campaigns when a matter closes, goes dormant for 90+ days, or hits an anniversary, so no past client ever slips through the cracks.
Proactive Check-In Automation
Send timely, personalized check-ins to past clients based on their matter history and practice area, keeping your firm top-of-mind without billable-hour drain.
Review Request Automation
Automatically request Google reviews from satisfied clients at the moment a matter successfully closes, growing your online reputation on autopilot.
Canadian Data Sovereignty
All synced Clio data is processed and stored within Canadian cloud infrastructure (AWS ca-central-1), fully compliant with PIPEDA and LSO guidelines.
Human-in-the-Loop Review
No client communication ever sends without explicit partner review and approval. Technology drafts; your professionals decide.
Why It Matters
Outcomes for Your Firm
- Recover revenue from dormant matters by reactivating past clients before they move to a competitor.
- Eliminate manual follow-up work that drains billable hours from managing partners and associates.
- Grow your Google review profile organically, boosting local search visibility for high-intent legal searches.
- Maintain full LSO and PIPEDA compliance with Canadian-hosted data and zero-model-training guarantees.
- Keep every client relationship documented and audit-ready inside your existing Clio workflow.
Connect Clio to Trillium AI and Eliminate Silent Churn
Every Clio integration runs through Trillium AI's compliance-first layer: 100% Canadian data sovereignty (AWS ca-central-1), zero-model-training, and human-in-the-loop review on every client communication.
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