Estate Distribution & Beneficiary Tracking for Immigration Attorneys with Clio
The Problem
Probate and trust administration for Business Immigration matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in Clio
AI tracks every asset and beneficiary in INSZoom, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
Clio Integration Approach
Audit your Clio configuration
We map the specific Clio objects, custom fields, and workflows the automation needs to touch for your business immigration practice.
Build on the Clio API or agent
Integration happens inside Clio — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Clio with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Clio instance
30-minute call. We'll look at your actual Clio setup and show exactly how this workflow fits.