Build any type of portal for any ecosystem

Law Firm Portal for Clio

Betty Blocks lets law firms build custom features on top of Clio, solving pains like limited reporting, weak document automation, and basic financial tools. Enhance your Clio client portal with tailored workflows, advanced client-facing services, and seamless integration, all without vendor lock-in or complex exports.

Customize features to fit your ERP system to a T

Customize features to fit your ERP system to a T

Add custom features to a Clio Law Firm Portal

Add custom features to a Clio Law Firm Portal

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 for clients 6. Automated legal bundle generation from Clio 7. Procurement approval workflows for disbursements

Made to fit any role and any team

Which roles can benefit from an Clio Law Firm Portal?

Which roles can benefit from an Clio Law Firm Portal?

1. Paralegal wants to upload and organize case documents for attorneys without dealing with Clio integration issues. 2. Office Manager wants to onboard new clients and share intake forms directly through the portal without extra steps. 3. Attorney wants to review and approve client-submitted files in one place without switching between Clio and the portal. 4. IT Administrator wants to manage user permissions and access levels in the portal without syncing with Clio. 5. Billing Specialist wants to send invoices and track payments through the portal without relying on Clio’s billing features.

Clio's reporting and automation are too basic for our needs. We still rely on other tools for accounting, document automation, and complex workflows because Clio's features and data sync just aren't robust enough.

Operations Manager, Mid-sized Law Firm

The Betty Blocks S-A-F-E Guarantee

Clio Custom Development with Betty Blocks

Clio Custom Development with Betty Blocks

Security & Governance

Betty Blocks delivers enterprise-level security for Clio and Law Firm Portal integrations, backed by ISO27001 certification and SOC2 compliance. Your core Clio environment remains untouched, while all extensions are governed by rigorous security protocols and best practices.

AI Driven App Development

Accelerate app development with Betty Genius: Instantly turn ideas into working prototypes using natural language. Rapidly generate logic and UI tailored for Clio, empowering law firms to deliver solutions in hours, not weeks.

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 Law Firm Portal remain your intellectual property—no vendor lock-in, complete freedom to adapt or migrate as your needs evolve.

Extensibility & Reuse

Develop once, deploy everywhere: Create a custom Clio integration or workflow as a reusable "Block" and leverage it across multiple law firm portals and departmental solutions. Streamline innovation by building components that scale with your firm’s evolving needs, maximizing efficiency and consistency without redundant effort.

Go above and beyond with custom portals

How Betty Blocks helps businesses build better Clio solutions

Operational Excellence

Clio’s custom fields offer limited logic for triggering complex workflows. Betty Blocks’ Logic Block builder enables advanced, multi-app automation for law firm portals.

Employee and Client Pressure

Clio Connect offers basic portal functionality but lacks advanced branding and automation. Betty Blocks enables fully branded portals and complex workflow automation for law firms.

Supply Chain Friction

Clio’s basic integration with accounting tools often requires manual data entry. Betty Blocks enables seamless, automated data flow and advanced workflow orchestration for law firm portals.

Operational Excellence

Clio’s custom fields offer limited logic for triggering complex workflows. Betty Blocks’ Logic Block builder enables advanced, multi-app automation for law firm portals.

Employee and Client Pressure

Clio Connect offers basic portal functionality but lacks advanced branding and automation. Betty Blocks enables fully branded portals and complex workflow automation for law firms.

Supply Chain Friction

Clio’s basic integration with accounting tools often requires manual data entry. Betty Blocks enables seamless, automated data flow and advanced workflow orchestration for law firm portals.

Operational Excellence

Clio’s custom fields offer limited logic for triggering complex workflows. Betty Blocks’ Logic Block builder enables advanced, multi-app automation for law firm portals.

Employee and Client Pressure

Clio Connect offers basic portal functionality but lacks advanced branding and automation. Betty Blocks enables fully branded portals and complex workflow automation for law firms.

Supply Chain Friction

Clio’s basic integration with accounting tools often requires manual data entry. Betty Blocks enables seamless, automated data flow and advanced workflow orchestration for law firm portals.

Get in touch

Stop waiting for
your roadmap to catch up

Don’t let a rigid ERP stall your AI roadmap. Use the Betty Blocks orchestration layer to build the portals and autonomous agents your core systems can’t, at the speed of a prompt.

Get in touch

Stop waiting for your roadmap to catch up

Don’t let a rigid ERP stall your AI roadmap. Use the Betty Blocks orchestration layer to build the portals and autonomous agents your core systems can’t, at the speed of a prompt.

Get in touch

Stop waiting for your

roadmap to catch up

Don’t let a rigid ERP stall your AI roadmap. Use the Betty Blocks

orchestration layer to build the portals and autonomous agents your

core systems can’t, at the speed of a prompt.

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.

Build the portals and

AI Agents your ERP can't.

© 2026 Betty Blocks. All right reserved.

All Systems: Operational

Build the portals and AI Agents

your ERP can't.

© 2026 Betty Blocks. All right reserved.

All Systems: Operational