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Clio Legal Software
Legal Tech
Entity Resolution
Softmax Data partnered with Clio to build an automated, privacy-conscious data enrichment pipeline that keeps Salesforce clean, complete, and ready for targeted go-to-market motions.
4X
increase in qualified opportunities
$6M
new ARR (AI-prioritized segments)
Nightly
refresh cadence (always-on intelligence)
The client
Clio provides a cloud-based legal operating system adopted by thousands of law firms worldwide. As the company scaled, Clio needed trustworthy market intelligence to power its revenue engine — clean data, accurate targeting, and governance that finance and legal could sign off on.
The challenge
- Salesforce was bloated with duplicate firms, stale contacts, missing practice insights.
- Privacy requirements made new lists costly; SDRs wasted hours chasing inaccurate data.
- Marketing wanted a governed process finance and legal could sign off on.
What we shipped
- Automated pipeline to deduplicate, normalize, and verify contacts across compliant sources
- Entity resolution linking attorneys to specialties, firm size, engagement signals
- Lead scoring and routing automation pushing prioritized accounts daily
- Privacy + governance layers aligned with regional regulations
- Runbooks + dashboards + knowledge transfer for adoption, pipeline contribution, compliance
Results
- 417% increase in qualified opportunities attributed to enriched intelligence
- $6M new ARR driven from AI-prioritized segments
- SLA-ready: accounts complete before outreach
- Daily cadence: refreshes the addressable market every morning without manual effort
Why it worked
- Operating model: built nightly orchestration, not a one-off pull
- Governance-first: design enabled legal/finance alignment from day one
- Reduced friction: shared GTM playbooks eliminated handoff delays
- Measurable outcomes: pipeline contribution + compliance adherence tracked