Build any type of portal for any ecosystem
Client Portal for Clio
Betty Blocks lets you build a custom client portal on top of Clio, overcoming the limitations of the standard Clio client portal features. Gain advanced workflow automation, tailored reporting, and seamless integration, while keeping Clio as your secure system of record for client and case management.
1. Consolidated financial dashboard across entities 2. Automated multi-stage onboarding with ID checks 3. Logic-based risk scoring before matter creation 4. Branded client portal with milestone tracking 5. Secure document upload and sharing 6. Automated legal bundle generation from custom fields 7. Custom procurement approval workflows for disbursements
Made to fit any role and any team
1. Paralegal wants to securely share case documents with clients and track when they are viewed. 2. Attorney wants to send invoices and receive payments directly through the client portal. 3. Office Manager wants to onboard new clients by collecting forms and signatures online. 4. IT Manager wants to manage user access and permissions for the client portal without complex setup. 5. Legal Assistant wants to schedule meetings and send reminders to clients through the portal.
Clio's reporting and automation are limited, and syncing between Grow and Manage isn't seamless. We still rely on other tools for complex documents and accounting, and custom fields can't trigger advanced actions.
Operations Manager, Mid-sized Law Firm
The Betty Blocks S-A-F-E Guarantee
Security & Governance
Betty Blocks delivers enterprise-grade security for Clio and Client Portal integrations, backed by ISO27001 certification and SOC2 compliance. Your core Clio environment remains untouched, while all extensions are governed by rigorous security protocols to protect sensitive client data and ensure regulatory compliance.
AI Driven App Development
Rapidly transform ideas into working prototypes with AI-powered development. Describe your requirements in plain language and instantly generate application logic and user interfaces that seamlessly connect with Clio and your Client Portal.
Freedom from Vendor Lock-In
With Betty Blocks, you retain full control over your applications. Export your code (Wasm/React) at any time, ensuring your solutions for Clio and Client Portal remain your intellectual property—no vendor lock-in, complete freedom to adapt or migrate as your business evolves.
Extensibility & Reuse
Create once, deploy everywhere: With Betty Blocks, develop a Clio integration or Client Portal feature as a reusable "Block" and leverage it across dozens of apps and departments—maximizing efficiency and consistency without duplicating effort.
Go above and beyond with custom portals
How Betty Blocks helps businesses build better Clio solutions
Think it, build it
From prompt to prototype in minutes
Experience how fast and easy it is to turn your idea into something tangible with Betty Genius. Betty Genius is part of the Betty Blocks platform, allowing you to turn prompt-based prototypes into fully custom, enterprise-grade applications that connect to any core system.