Hivelight & Clio

Hivelight and Clio

The Hivelight-Clio integration offers unique benefits to Clio customers. Hivelight is a legal project management platform, built to solve the operational challenges through each stage in the growth of your firm.

What brings Clio users to Hivelight?

Firms using Clio typically implement Hivelight because they have grown. As a result, their needs around task management, workflows, matter management, reporting, and intake have also grown. Hivelight allows you to stay with the practice management system you love, and quickly implement the extended operational capabilities that you need.

Task Management

When you start out, Clio’s task managing will likely have you covered. However, as the team grows, you’ll find yourself needing more ‘team-centric’ task management in your firm. Hivelight solves for the key purposes and context you need around task management.

Immediate visibility of urgent tasks and key deadlines. The Dashboard is the first thing everyone sees when they log in. Its purpose is to ensure that each person in your team has immediate visibility of the most urgent tasks in their list, and has visibility of whether the matters they are involved in are running on time.

Agile for instant visibility of task responsibility, completion status, and responsibility. Hivelight brings agile to law. Each matter has a task board. This breaks the tasks up into the milestones (key deadlines and deliverables) that they relate to. This provides context and a sense of progress for users – and is less overwhelming than a straight list of tasks. We also provide a simple kanban board for you to quickly see the completion status of all the tasks.

Central task list, to quickly move work around the team. The central task list shows all the tasks across all the matters. This is a powerful tool for managing the workload of your team, and even leveraging external support teams.

Filter to see all tasks by:

• Assignee
• Reviewer
• Overdue / Due today, tomorrow, this week, or next week
• Task completion status – To Do, In Progress, To Review, Done

Tag tasks with any values you choose, and filter by these tags. Use this to create short lists of tasks for different teams, meetings, watchlists and more. Quickly mark tasks as ‘priority’ tasks. Delete or reassign tasks in bulk. Sort by ‘last updated’ to see what everyone has been working in today.

Matter management

The next major priority of Clio firms is usually matter management – slashing the time required to see where all the matters are up to. Live summary of the progress of all matters Hivelight solves this by providing you with a live summary of the progress of all of your matters, color-coded and sorted by urgency.

Hivelight overcomes important limitations in other solutions by leveraging good design. With Hivelight you are not limited to specific stages for your matters, and you are not required to manually update the status of your matters through those stages – this means accurate and timely reporting on matter progress.

With Hivelight you don’t have to go searching for the matters that need your attention, we bring those to the top of your list and highlight them. This helps you prioritise your time on the matters that need it the most. This list can be filtered by matter type, jurisdiction, Users, and custom tags.

Instant visibility of the status of each matter. Merely seeing the bird’s eye view of your matters isn’t enough for efficient matter management. You also need to be able to quickly zoom in on any matter and see the detail on its progress. Hivelight solves this with the task board on each matter. Immediately see what stage the matter is up to, what deadline you are working towards next, the tasks that need to be done, who is responsible for them, their completion status, and the notes on each. With Hivelight, even the intern could give a detailed update on the status of a matter.

Workflows

If you are wondering how most of the larger firms grow to the size they do… it’s all about workflows and reporting. Being able to efficiently delegate work and track its on-time completion is critical for scale – Hivelight workflows achieve both.

Workflows save you having to manually write out the same tasks and instructions over and over. With Hivelight you can delegate years' worth of work in a matter of clicks using our workflows.

Hivelight provides two types of workflows:

• Task list workflows
• Roadmap workflows

You’ll be familiar with task list workflows from Clio. Just a simple set of one or more tasks that you can load to a matter at any time. A great time saver for small jobs. However, the real power comes with roadmaps. These are template sets of milestones and tasks. These can be used for matters large and small. They drive automated reporting and allow you to specify the velocity that you want your cases to progress at.

Unlike other solutions, Hivelight makes workflows easy to build, easy to understand, easy to maintain, and easy to update even after they have been loaded to a matter. If you can write a to-do list for a matter and break it into stages, you can make workflows in Hivelight. No coding or complicated branching diagrams required.

Users do not need to worry about remembering to include ‘triggers’ to update task due dates if things change. With Hivelight, you can shift the due dates of your milestones and tasks in bulk at any time to reflect changes in the schedule of the case – busy firms don’t have time for complicated, they need to get moving now!

Reporting

Hivelight provides live analytics to automatically track the performance of your firm and your team. With Hivelight you can even add your own data points to your matters and get reporting on those as well.

Intake

Hivelight is built for handling volume. Hivelight enables you to implement an intake system that works at scale, provides automatic tracking to ensure that people are followed up and signed up, and live analytics to track performance and new matters per month.

When new enquires are received, create a matter in Hivelight and load it with your intake workflow. Track it through the process. If you sign the client up, sync the matter with Clio and load the workflow for the next stage of the work (or just add milestones and tasks as needed). If you don’t proceed with the matter, just archive it in Hivelight and keep Clio clean.

The support and experience to ensure project success

When you engage with Hivelight, our experienced team will work with your team, establishing a clear plan, and guiding you through to project success. Hivelight comes with a comprehensive support library, in-app support, and additional training to get your team up to speed quickly.