Clio Unlocked New Revenue Streams
StandardFusion's flexible GRC software and API enabled Clio to meet global data privacy regulations and industry requirements, unlocking new revenue streams.
Clio Fast Facts
As the undisputed leader in legal practice management and client intake software, Clio is focused on helping lawyers and their law firms operate more effectively. Over 150,000 legal professionals in 100 + countries trust Clio's legal software to help manage and grow their law firms.
Industry
Software Development
Location
Burnaby, Canada
Employees
1000+
Founded
2008
The Challenge
Scott Kramer, Clio's Director of Information Security, explained, "Globally, we are seeing data privacy regulations continue to develop and evolve while our customer base looks to quantify our own data protection practices through industry accreditations" In the legal technology space, Clio faces additional requirements specific to its industry, including trust accounting and other client-specific requirements. The company needed a flexible and scalable platform that aligns with its market environment.
"We got the flexibility to win in this space. Specifically with the correlation between requirements and controls. That, and a robust API to integrate into our business, has helped us being always audit ready."
Scott Kramer
Director of Information Security
At
Clio
The Solution
Clio was looking for a comprehensive tool to evaluate their compliance with various accreditations and regulations, both common and specific to their customers' needs. Clio identified a gap in the market where existing tools only focus on common accreditations (SOC 2 and ISO 27001), leaving companies to address specific customer concerns manually, such as the Health Insurance Portability and Accountability Act (HIPAA), the FBI Criminal Justice Information Services requirements (CJIS),Singapore's Personal Data Protection Act (PDPA), and the Australian Law Society Trust Account software certification.
The Results
The customer success team at StandardFusion helped get Clio up and running as quickly as possible, working with them to understand their company needs and expectations. Our GRC software's extensive collection of security controls mapped to all applicable standards and regulations enabled Clio's product development team to innovate alongside evolving legislative requirements. Artifacts to show adherence to compliance requirements, such as awareness training, access reviews, or change management practices, are collected from internal systems through the StandardFusion API and routed to their security controls, which transitioned Clio towards an always audit-ready state. "The API that StandardFusion uses is the most mature in this space." - Scott Kramer, Clio's Director of Information Security The company has also extended the use of the API to enable integration with AWS to collect specific artifacts from their production environments. This opened an opportunity for Clio to extend Business Associate Agreements to their customers who are either Covered Entities or Business Associates themselves.
Enabled Global Expansion
Reduced Time Waste
InfoSec Market Differentiator
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