New to Clio
Firms choosing or standing up Clio for the first time who want it configured around their practice, not a default template.
Certified Clio specialists who shape the platform around your practice areas and reporting — set-up, migration, workflow design, adoption and optimisation.
Hero Factory is a certified Clio consultant for Australian and New Zealand law firms. We cover Clio set-up, migration from legacy systems, matter and workflow design, adoption and optimisation — shaping Clio around your practice areas and reporting needs rather than forcing your firm to fit the software. Senior specialists throughout, charged by the hour.
Firms choosing or standing up Clio for the first time who want it configured around their practice, not a default template.
Firms live on Clio but not getting the workflow, automation or reporting value the platform can deliver.
Firms moving to Clio from another system or spreadsheets, needing matters, contacts and history brought across cleanly.
We learn how your firm runs — practice areas, intake, workflows and reporting — before recommending anything.
We configure Clio Manage and, where relevant, Clio Grow around your firm — matters, workflows, intake and documents.
We map, test-migrate and validate your matters, contacts and documents before cut-over.
Hands-on training so your people actually use the system rather than working around it.
We stay on after go-live, tuning workflows and reporting as the firm grows.
Clio running on out-of-the-box defaults that don't match how the firm actually works.
New enquiries slipping through the cracks because intake and Clio Grow were never set up properly.
Documents and data re-keyed because automation and templates were never built.
No clear reporting on capacity, WIP or where time and money are going.
Certified across Actionstep, Clio and Smokeball. Details in our work are anonymised as standard; introductions to past clients are available on request. See a recent case study →
Yes. Hero Factory's consultants are Clio certified and work with firms across Australia and New Zealand.
It depends on scope — firm size, practice areas, data to migrate and automation required. We charge by the hour and you can buy time as a flat rate, a discounted bundle, or an ongoing partnership. A discovery call gives you a clear estimate first.
Yes. We migrate matters, contacts and documents into Clio from other practice management systems and from spreadsheets, validating integrity before cut-over.
Yes. Where intake and client growth matter to the firm, we configure Clio Grow alongside Clio Manage so enquiries flow through to matters without manual re-entry.
Yes — much of our Clio work is optimising existing setups: finishing workflows, adding automation, building reporting and improving adoption.