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ofw + clio

Simplify Family Law Matter Management with Clio + OurFamilyWizard

Send client reports from OurFamilyWizard into your Clio matters—eliminating manual downloads, uploads, and duplicate steps. 

  • Streamline case management - Keep client details in sync automatically to reduce manual uploads and administrative burden. 
  • Improve accuracy and reduce risk - Ensure consistent, reliable information across both systems for better documentation and compliance. 
  • Spend more time supporting families - Minimize repetitive tasks and dedicate more time to legal strategy and client care. 

“The integration is great! Having reports go right into Clio makes life so much easier,
and it's there for anyone in the office to click on and see.”
 
— Family Law Attorney, New York 

Connect Clio & OurFamilyWizard in 3 simple steps

1. Authorize the integration: Securely link your Clio account to your OurFamilyWizard Professional Account.

2. Sync your clients and matters: Quickly match your OurFamilyWizard clients with the correct Clio matters.

3. Work seamlessly: Access OurFamilyWizard reports within your Clio matters to manage case files from one spot.

Need more help getting set up?
Get a step-by-step tutorial

Simplify how you run your law practice with Clio

Clio is the leading legal technology platform used by OurFamilyWizard professionals. Combined with OurFamilyWizard, it creates a more organized, efficient, and secure environment for managing family law cases. 

With Clio you can:  

  • Manage your entire firm from intake through billing 
  • Improve client intake, efficiency, and profitability   
  • Automate time-consuming tasks  
  • Reply on enterprise-grade security 
  • Access 300+ integrations, including OurFamilyWizard 
LEARN & CONNECT WITH CLIO

Book a presentation with a member of our team

Discover how to use tools like OurFamilyWizard's Professional Account and our integration with Clio to further streamline your case management.

About OurFamilyWizard

OurFamilyWizard is the world's leading co-parenting communication platform, offering tools that support families in more seamless and successful parenting across separate homes. Since 2001, more than one million parents and family law practitioners have trusted OurFamilyWizard to help divorced or separated families effectively manage audio and video calls, shared calendars, expenses, messaging, files, and other critical family information.

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