Case Study: Clio achieves 10x faster peer feedback and stronger performance development with Lattice

Clio - Customer Case Study

Clio, a 300‑person legal SaaS company, faced the challenge of maturing its people operations as it scaled—moving from recruiting and lightweight recognition tools to a repeatable talent development practice. Early attempts to manage goals in JIRA and Confluence were clunky and engagement was low, so Clio chose Lattice (Platform w/ Premium Support) to provide a user-friendly performance management foundation that could support development, goals, and feedback at scale.

Lattice implemented a feedback‑first rollout—public praise via Slack integration, private constructive feedback, flexible Goals/OKRs, and team‑level performance cycles (Clio Compass)—giving Clio a single place for reviews, OKRs, and 1:1s. The result: faster, higher‑quality feedback (peer feedback collection consolidated 10x faster), increased visibility and usage across the company, easier admin for People Ops, and a scalable system that empowers managers and supports Clio’s human, high‑performing culture.

Clio

Christopher Yeh

Senior Manager, Talent Acceleration