Clio

 

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Clio Helps Lawyers Build A Better Practice.

A very comprehensive, yet easy-to-use cloud-based law practice management software. Join tens of thousands of legal professionals
who trust Clio to manage and grow their firms.

All the features:
Document automation
Time-tracking and getting paid
Customizable Invoices
Bank Grade Security
Support Team
Trust Accounting and IOLTA
Fastcase Integration
Google and Outlook Calendar Sync
Integrations
Dropbox and Box Integration
Xero and QuickBooks Online Integration
Mobile App
Matter Management
Clio’s turn-key solution also includes:
Hassle-Free IT
No downloads, upgrades, or specialized hardware required.

World-class Support
We’re never further than a phone call, email, or chat message away.

Integrations
Seamlessly integrate Clio with hundreds of leading web apps.

Reporting and Dashboards
Instant insight into your firm’s performance.

A Secure Client Portal
Conveniently share documents, bills, and messages with your clients.

Advanced document management
Clio allows you to create, share, and store an unlimited number of documents. Find what you need with ease, stay
organized in your practice, and create templates to generate routine legal documents.

Quick and easy legal billing
Streamline your billing processes to create beautiful invoices that are customized to fit your firm’s needs.
Reduce the time it takes to produce bills and get paid faster.

Integrate with your most used apps

Make Clio the hub of your law firm and centralize your most important practice tools in one location. From legal research
to collecting payments, Clio’s integrations allow you to track all of your important information without having to open multiple
programs.

Get to the heart of your case.

Clio organizes all of your information by matter. See all the crucial information for each case organized for easy access. Each
matter collects the contacts, meetings, tasks, expenses, notes, and documents specific to that case. Never hunt for information
related to your matters again; one click will show you all the important details.

Handle documents with ease.
Keep your legal files all in one place and search and organize your documents efficiently. Collaborate with your clients and keep
track of changes and edits with our integrated versioning. Eliminate the security risk of emailing sensitive documents by using
Clio’s private portal to share and collaborate with only the right contacts.

Create documents in seconds.
Instantly streamline and populate new documents using Clio’s automated document templates. With this automation feature,
you no longer have to find and replace names and addresses manually.

Maintain confidentiality using our client portal.
Safely share documents with your clients using Clio Connect, a private portal offering a convenient yet secure means of
collaborating online. We use bank-level security with SSL encryption, daily audits from world leaders in Internet security, and
a strong Terms of Service and Privacy Policy to support your duty of confidentiality.

Integrations with popular cloud storage providers.
Clio is tightly integrated with leading cloud storage services including Dropbox, NetDocuments, Box, and Google Drive. Access
your documents, do research, and see your revenue and expenses.