Build any type of portal for any ecosystem
Partner Portal for Clio
Betty Blocks lets you build a custom clio partner portal on top of Clio, solving the limits of standard clio client portal features. Create advanced client-facing workflows, automate intake, and enable deep reporting, all while keeping Clio as your secure system of record. No vendor lock-in.
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 custom fields 7. Procurement approval workflows for large disbursements
Made to fit any role and any team
1. Sales Manager wants to quickly access partner leads and update deal statuses without logging into Clio. 2. Channel Partner wants to download marketing materials and submit deal registrations directly through the portal. 3. Account Executive wants to track partner performance metrics and generate reports without navigating Clio. 4. Partner Onboarding Specialist wants to enroll new partners and share training resources seamlessly from the portal. 5. Marketing Manager wants to share campaign assets and monitor partner engagement without Clio involvement.
Clio’s reporting and automation are too basic for our needs, and the integration between Clio Grow and Manage isn’t seamless. We still rely on other tools for accounting and advanced document automation.
Operations Manager, Mid-sized Law Firm
The Betty Blocks S-A-F-E Guarantee
Security & Governance
Betty Blocks delivers enterprise-level security for Clio integrations, holding ISO27001 certification and SOC2 compliance. Your Clio "Core" remains fully protected and unaltered, while all extensions are governed by rigorous security standards.
AI Driven App Development
Rapidly turn ideas into working prototypes using Betty Genius. Describe your requirements in plain language to instantly generate application logic and UI components that seamlessly connect with Clio and the Partner Portal.
Freedom from Vendor Lock-In
With Betty Blocks, you maintain full control over your applications. Export your code (Wasm/React) at any time, ensuring your solutions remain portable and your IP stays protected—no matter how your needs or platforms evolve within Clio or the Partner Portal ecosystem.
Extensibility & Reuse
Develop once, deploy everywhere: Create reusable "Blocks"—like a Clio connector—and leverage them across dozens of departmental solutions. Streamline app development in the Clio Partner Portal by building integrations that scale, saving time and maximizing ROI with every deployment.
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.