Clio turns your firm’s client intake process into a simple streamlined automated system. Easily retain new clients and capture important details with shareable, online intake forms, and generate and e-sign retainers.
Clio enables law firms to easily track appointments and tasks, manage legal matters and time, generate documents, bill clients, and accept payments.
Clio makes billing clients and receiving payments simple and secure. Clio Payments automatically posts transactions to the appropriate matter or client account and syncs records with your accounting platform.
Spend less time tracking your hours. Clio’s timekeeping tools track and account for time while you work, from anywhere!
Clio’s Document Automation or Document Assembly feature allows you to compile documents with easy-to-use templates. Pull information from your Contacts and Matters automatically into your documents!
Take your schedule and calendar to the next level with Clio. Confirm client appointments, send calendar invites and automate reminders to clients through text! Get your most important updates and deadlines while you’re on the go!
CLIO INTEGRATION
Clio App Integrations
Imagine all your programs connected and working together in one place? Clio makes that possible. Over 200 apps already integrate with Clio. Bring everything together by connecting your email, telephony, accounting, advanced document management, and more with Clio!
CUSTOMIZE CLIO
Customize Fields & More!
In Clio you can create custom fields for all kinds of specific information related to your firm, contacts, and matters. Easily Track, edit, group and access your custom fields in one place. Clio’s strong and flexible system makes gathering the information that is important to you unbelievably simple.
CLIO INSTALLATION & MIGRATION
Safe & Secure
From complex password with multi factor authentication, to encryption in transit and at rest. Clio has the security needed for peace of mind. Your data is backed up regularly and the site is certified daily against malware attacks. These are some of the many securities in place at Clio.