Clio Manage + PMBR: Proactive Ethics for Law Firms
Proactive Management-Based Regulation (PMBR) shifts legal ethics from reactive discipline to firm infrastructure that prevents complaints and boosts client satisfaction.
Clio Manage delivers the tools to make PMBR practical—centralized matters, trust accounting, client notifications, and reporting that create an audit-ready infrastructure.

Why Clio Enables PMBR

• Client Communication: Portal messaging, email logging, and text reminders ensure regular updates and documented expectations.
• Trust & Billing: Separate trust ledgers, three-way reconciliations, and transparent invoicing safeguard funds and fees.
• Conflicts & Diligence: Contact/matter searches, templates, and deadline tracking systematize risk management.
• Supervision & Compliance: User roles, productivity reports, and custom fields prove oversight and training to regulators.

Get PMBR-Ready with Clio
Explore my PMBR Checklist, read our linked blogs, or contact me for Clio support, customization, and integration.
Turn compliance into a competitive edge with Michael Matters, Inc.

Michael Matters, Inc is a Certified CLIO Partner.