Everything you need to manage your practice visually.
Six core tools that turn your Clio data into clear, actionable workflow.
Kanban Boards
Your matters organized visually. Create boards for each practice area with columns that match your actual workflow. Drag cards as matters progress. See where everything stands without opening a single file.
- Custom columns per practice area (Intake, Active, Pending, Billing, Close)
- Drag-and-drop to update matter status instantly
- WIP amount and deadline displayed on every card
- Filter by responsible lawyer, practice area, or status
- Color-coded cards highlight matters needing attention
A solo family law lawyer with 75 active cases uses one board for all family matters. She starts each morning by scanning the "Pending" column for matters that have sat too long, then drags two into "Active" for the day. Nothing falls through the cracks.
KPI Dashboard
Real-time numbers for your practice. Total WIP, matters by stage, revenue trends, stagnant files. Data pulled directly from Clio and updated continuously.
- Total WIP across all matters, updated from Clio time entries
- Matters by workflow stage with trend lines
- Stagnant matter alerts (no activity in 30+ days)
- Revenue and billing performance over time
- Per-lawyer productivity metrics for team firms
A personal injury firm discovers $200,000 in aging WIP through the dashboard. The managing partner identifies 12 matters with unbilled time over 90 days old and assigns billing tasks that week. They recover $47,000 in the first billing cycle.
Work Planner
A 5-minute daily wizard that builds your priority list. It reviews yesterday's carryover, flags approaching deadlines, surfaces stagnant matters, and helps you commit to a focused plan for the day.
- Structured morning review: carryover, deadlines, overdue, stagnant
- Select 5-7 matters to focus on today
- Track completion through the day
- History log to review what you accomplished
- Surfaces matters you might have forgotten
An associate starts each morning wondering what to work on. She opens the Work Planner, which flags 2 matters with deadlines this week, 3 stagnant files from last month, and yesterday's unfinished tasks. In 5 minutes she has a clear plan. No more lost mornings.
Clio Integration
Connect your Clio account in 5 minutes. Matters, time entries, clients, and activities sync automatically — encrypted end-to-end and read-only. No double entry. No manual imports. Your boards always reflect current data, and MatterMind never writes back to Clio.
- OAuth 2.0 secured connection (we never see your password)
- All synced data encrypted at rest and in transit
- Read-only integration — your Clio data is never modified
- WIP calculated directly from your Clio billing data
- Limitation dates imported and tracked automatically
- Select which practice areas and matters to sync
A 6-lawyer firm connects Clio and imports 340 matters in under 10 minutes. Each matter appears on the right board with WIP amounts already calculated. The firm starts using MatterMind productively the same day they sign up.
Alerts & Deadline Tracking
Limitation dates and deadlines synced from Clio, displayed on every matter card, and flagged in your Work Planner. Multiple layers of visibility so nothing slips.
- Limitation dates with countdown warnings on cards
- Dashboard alerts for deadlines within 14 days
- Stagnant matter alerts (no activity in configurable days)
- High WIP warnings for aging unbilled time
- Daily Work Planner surfaces all approaching deadlines
An lawyer missed a statute of limitations once — never again. MatterMind shows a red countdown on the matter card, flags it in the morning Work Planner, and highlights it on the dashboard. Three layers of protection against missed deadlines.
Team Management
Invite your team. Share boards. Assign tasks. Control who sees what with role-based permissions. Everyone stays aligned without status meetings.
- Invite team members by email
- Role-based permissions (admin, lawyer, staff)
- Shared boards with team-wide visibility
- Assign tasks and track completion by team member
- Per-lawyer workload view for managing partners
A managing partner at a 10-lawyer firm checks the team board each Monday. She can see that one associate has 28 active matters (too many) while another has 12. She rebalances workload before anyone burns out or drops a file.
See it in action with your own data.
Connect Clio, import your matters, and start managing visually. 14-day free trial.