Clio, the global leader in legal technology supports law firms in managing everything from case management and billing to document storage and client communication. With the Walter and Clio integration, customers now have a dedicated tool that simplifies equity management, cap table tracking, and document automation for these corporate records—all within one platform.

Vela Wood: Leading the charge in corporate law innovation

One of the early adopters of this integration is Vela Wood, an innovative Texas-based boutique law firm known for its expertise in corporate law, and Clio’s second longest-standing customer. By partnering with Walter and utilizing its Clio integration, Vela Wood has enhanced its client offering to integrate cap table management with client record management, which eliminates the need for duplicate data entry across various platforms, minimizes errors, and ultimately leads to cost savings for their clients. Additionally, Walter’s document automation features will help the Vela Wood team simplify the startup incorporation process and enable clients to quickly and efficiently generate and execute documents they need, like new option grants.

“We were already excited about the prospect of what Walter could do for our firm and clients, but the launch of Walter’s Clio integration takes our partnership with Walter to another level,” said Kevin Vela, Managing Partner at Vela Wood. “The integration with Clio means it is much easier and faster for our attorneys and staff members to access a client’s cap table and other corporate records. Previously, we had to rely on a patchwork of systems—our document management tool, Clio, a separate spreadsheet, and a note to remember which external cap table management solution the client was using. This integration eliminates the need for those cumbersome workarounds and means we can directly get it done using just Clio and Walter.”

Clio integration: Streamlining access to equity and corporate records

Walter’s Clio integration works with Clio Manage so that Clio users can quickly access their client’s cap table in Walter and generate a questionnaire as part of the startup incorporation process. From a Matter in Clio, a user can create a questionnaire in Walter to share with a startup client to automate their incorporation process. They can also jump back and forth between the Entity in Walter and the Client or Matter in Clio.

“With Walter now in the Clio App Directory as the first app for cap table and equity management, we’re elevating the tools available to legal professionals to better manage complex customer needs,” said Hemant Kashyap, Chief Product Officer at Clio. “This addition underscores our commitment to delivering innovative, customer-focused solutions.”

For more information on Walter’s Clio integration, check out our listing in the Clio App Directory and this article in the Walter Help Centre

About Clio

Since its inception in 2008, Clio has revolutionized the landscape of legal technology, emerging as the undisputed leader of innovation and integration. By offering advanced yet intuitive legal software, Clio has redefined efficiency and client service, setting the standard for legal professionals across the globe. With an unwavering commitment to groundbreaking innovation and customer success, Clio stands as the preeminent authority in legaltech, continuously pushing the boundaries of the sector’s evolution. Explore the future of legal technology with Clio at  www.clio.com.

About Walter

Walter is a robust technology solution for corporate legal teams. Traditionally, these teams have had to piece together multiple tools like equity management, entity management, document automation, document management and task management - leading to cumbersome manual work that clients no longer want to pay for and legal teams can’t afford to waste time on. Walter streamlines all these functions into a single, integrated solution, making law firms more efficient and clients happier.