List of Clio File Customers
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Since 2010, our global team of researchers has been studying Clio File customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clio File for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clio File for Intelligent Document Processing include: Teddy Morse'S Daytona Harley-Davidson, a United States based Automotive organisation with 140 employees and revenues of $50.0 million, Freeburg & Granieri, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million, Upton Mickits Hardwick & Hymann, a United States based Professional Services organisation with 13 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Clio File, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Clio File customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Freeburg & Granieri | Professional Services | 10 | $2M | United States | Clio Software | Clio File | Intelligent Document Processing | 2021 | n/a |
In 2021 Freeburg & Granieri implemented Clio File, inferred from their existing Clio Draft and Clio Manage usage and the availability of Clio File in California. The deployment is described in the context of Intelligent Document Processing and is aligned to automate court form handling and e-filing within the firm’s small office environment.
The implementation narrative emphasizes integrated e-filing workflows, automated form population using Clio Draft content, and document routing tied to matter records in Clio Manage. Configuration is likely scoped to California judicial council forms, with document assembly, metadata mapping to matter fields, and case-level filing tracking functioning as core Intelligent Document Processing capabilities that reduce manual population and submission steps.
Integrations explicitly include Clio Draft, also known as Lawyaw, and Clio Manage, with Clio File inferred to provide direct e-filing from the Clio ecosystem. Operational coverage centers on attorney and paralegal filing workflows for California courts, the business function impacted is court filing and docket management, and reported outcomes include saving 4 to 5 attorney hours per week and reducing court rejections.
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Teddy Morse'S Daytona Harley-Davidson | Automotive | 140 | $50M | United States | Clio Software | Clio File | Intelligent Document Processing | 2020 | n/a |
In 2020 Teddy Morse'S Daytona Harley-Davidson implemented Clio File from Clio Software as an Intelligent Document Processing solution to centralize dealer document workflows across its U.S. operations. The deployment was positioned to support the dealer group’s shift to virtual retailing and remote sales administration during the same period when Dealer Spike’s virtual showroom and digital marketing sustained online lead generation and sales continuity.
Clio File was configured with core Intelligent Document Processing capabilities, including automated document ingestion, optical character recognition, classification and data extraction, and rule-based routing to downstream workflows. The implementation focused on standardizing sales, service intake, and finance document templates, creating electronic audit trails and searchable document stores to reduce manual filing and speed contract and title processing.
Operational coverage targeted sales desk, finance and insurance administration, and service advisors, aligning document intake and validation with the dealer’s virtual showroom processes. Governance changes emphasized centralized document intake, role-based access controls, and process training for staff responsible for digital retailing, enabling Clio File to support ongoing virtual sales continuity while Dealer Spike maintained strong online lead performance.
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Upton Mickits Hardwick & Hymann | Professional Services | 13 | $2M | United States | Clio Software | Clio File | Intelligent Document Processing | 2018 | n/a |
In 2018, Upton Mickits Hardwick & Hymann implemented Clio File as an Intelligent Document Processing application to support court filing workflows. The firm configured Clio File to perform electronic filing and electronic service of court documents directly from Clio Manage for matters handled in Texas, bringing court-stamped copies back into case records instantly.
Clio File was implemented to centralize efiling and eservice capabilities alongside automated expense tracking for client billing. Functional configuration emphasized matter-level filing actions, automated capture of filing fees and expenses for time and billing, and delivery of court-stamped copies into the case file, aligning document processing with case management workflows.
The deployment was executed as a cloud integrated extension of Clio Manage, embedding electronic filing and service within the firm s case intake and matter lifecycle. Operational coverage included the firm s legal operations, docketing, and billing processes in Texas, with the system used by attorneys and administrative staff to reduce manual handoffs and streamline document submission to courts.
Governance changes focused on workflow standardization and billing automation, with filing actions exercised from matter pages and expense items tagged for client invoicing. The implementation delivered an explicit operational outcome, reducing time spent on efiling by roughly 90 percent and producing instant court-stamped copies, while automating expense tracking for client billing.
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Buyer Intent: Companies Evaluating Clio File
- Quilqy, a United States based Media organization with 25 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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