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Clio, AI and your intake, set up and connected for you.
You bought Clio to save time, and the setup never got finished because there was no time to finish it. We do the setup, connect Clio to your intake and your AI tools, and train your team. You don't have to carve out the hours.
We do the work. You approve it.
Most attorneys know what Clio and AI could do for their firm. What they don't have is twenty spare hours to configure it, test it and teach it to their staff.
We work inside your firm's own accounts, build and test each piece, and walk you through it before it goes live. Your team keeps working while we build.
Built by someone who works inside law firms
Michele Margetts runs operations and marketing for law firms as a fractional COO and CMO. She has set up practice management systems, intake and automation in working firms, and builds custom connections between AI and the software a firm already runs on.
Clio just added a lot. We'll help you use it.
At ClioCon 2026, Clio announced a single view across Grow, Manage and Work, agentic workflows that can review inquiries and open matters, automated time capture, Clio Phones, a unified inbox for email and texts, Documents Pro and Clio Docket.
New tools only save time once they're turned on, set up for how your firm works and taught to your team. We help you pick what's worth adopting, configure it, and connect it to the rest of your systems.
What we set up
- Clio Manage setup or cleanup: practice areas, matter templates, custom fields, task lists and document templates
- Clio Grow intake connected to your website forms and calendar, so new leads land in Clio without retyping
- New inquiries answered in minutes by text, email and AI chat, then logged with the matter
- AI assistants connected to your Clio data, so your team can ask about matters, tasks and deadlines in plain English
- Automations for the steps your staff repeats: engagement letters, intake reminders, client follow-ups and review requests
- Training for your team and a written guide to how your firm uses Clio
How it works
Start with a free evaluation. In 30 minutes we look at how your firm uses Clio today and where time is being lost.
Get a fixed price in writing. You see the scope, the cost and the timeline before any work starts.
We build and test. Each piece is tested before it touches your live data, and you sign off before it goes live.
Your team learns it. A live training session and a written guide, so nothing depends on one person remembering how it works.
Questions people ask
Are you affiliated with Clio?
No. Solution1 is independent. We work inside your firm's own Clio account with access you give us, and you can remove it at any time.
We already use Clio. Can you fix what isn't working?
Yes, and that's where most firms start. We look at how your team actually uses it, clean up matter templates, fields and task lists, and set up the pieces that were skipped at launch.
How does AI connect to Clio?
We connect AI assistants like Claude to your Clio data, so your team can ask about matters, tasks and deadlines in plain English. When a tool has no ready-made connection, we build one.
Is our client data safe?
We set up AI tools on business accounts, connect only what you approve, and limit access to the people who need it. Nothing goes live until you've seen it work.
Does the AI give legal advice?
No. It handles intake, scheduling, reminders and finding information. Anything that calls for legal judgment stays with your attorneys.
Can you help us use Clio's newest features?
Yes. Clio keeps adding tools, including a single view across Grow, Manage and Work, agentic workflows, Clio Phones and Documents Pro. We help you decide which ones your firm will actually use, then set them up and train your team.
What does it cost?
After the free evaluation you get a fixed price and timeline in writing. Many firms start with one problem, like intake or document templates, and add from there.
Clio is a trademark of Themis Solutions Inc. Solution1 is an independent service provider and is not affiliated with or endorsed by Clio.
Let’s look at your Clio setup.
Book a free 30-minute evaluation. You’ll know what to fix first by the end of it, even if you never hire us.