IllusionX Media builds custom dashboards, client intake workflows, and business automations around Clio Manage and Clio Grow. We connect matter data, forms, staff review, reporting, and the other tools your firm uses into a practical working system.
Best fit
Deliverables
Outcomes
Straight answers to the questions that come up on discovery calls.
No. We scope the work around the products you use. Manage and Grow have distinct roles and integration surfaces. We check the records, permissions, and available operations needed for your workflow before deciding what to connect.
They may. We first review your configuration, existing workflows, and available integrations. A custom build should address a specific reporting gap, cross-system handoff, or review need that remains after that assessment.
Our work includes 3A Law’s matter reporting portal, HeberHan’s workflow automation dashboard, and Goldfarb & Luu’s client intake and matter workspace. The case studies show each project’s scope and supplied interface views.
Yes. Our documented workflows include previews and confirmation steps for supported updates. We agree which actions need staff review, what completion looks like, and how incomplete or unexpected records return to the team.
Our documented work includes Outlook email routes in a Clio intake workspace and a separate reporting dashboard combining Lawmatics, Clio Manage, and QuickBooks Online. The available connection depends on your accounts, permissions, records, and reporting definitions.
We can build views around agreed source fields, date ranges, matter stages, and roles. Missing information should stay visibly missing, and accounting measures should remain distinct from matter activity. We agree the definitions before designing the charts.
Field cleanup, workflow complexity, connected systems, review controls, testing, hosting, subscriptions, and support all affect scope. Some operations need platform-specific handling and ongoing maintenance. Your proposal should distinguish implementation costs from recurring costs.
Tell us which tools you use, where the process gets stuck, what output you need, and who reviews it. A short process description is enough to start; please do not include confidential client records, passwords, or matter documents.
Services that often sit alongside this one in a project.
Share what you are trying to improve and we will help turn it into a clear project path, scope, and launch plan.