Clio Legal Software for Modern Law Firms
Manage cases, billing, clients, and calendars — all in one secure platform.
As the leading practice management solution, Clio removes administrative barriers so you can save time, stay organized, and focus on growing your practice. By keeping everything in one secure platform, your team spends less time on tasks and more time driving your firm forward.
Streamline the way you bring on new clients. With Clio’s online intake forms, you can securely capture key details, generate retainers for e-signature, and make the onboarding process quick and professional.
Keep every matter organized in one place. Clio helps you track appointments and tasks, manage cases from start to finish, generate documents, and even link billing and payments directly to each matter.
Billing doesn’t have to be complicated. Clio Payments makes it simple and secure to invoice clients, receive funds online, and automatically sync transactions with the right matter and your accounting system.
Turn lost time into billable time. Clio’s built-in timekeeping tools let you record hours as you work — whether you’re in the office or on the go — so nothing slips through the cracks.
Generate documents in minutes instead of hours. With Clio’s Document Automation, you can create templates that pull information from your contacts and matters directly into your files, reducing errors and saving time.
Stay ahead of deadlines and keep clients in the loop. Clio’s calendar tools allow you to confirm appointments, send invites, and automate reminders by email or text, ensuring nothing gets overlooked.
CLIO INTEGRATION
Clio App Integrations
Imagine your firm’s tools all working together seamlessly. With over 200 apps that integrate directly with Clio, it’s easy to connect email, telephony, accounting, advanced document management, and more. As a result, your team can save time, reduce errors, and manage everything in one place.
CLIO TRAINING
Create Workflows
Workflows are at the heart of Clio training — and also one of the biggest frustrations when they’re set up poorly. Many firms discover too late that bad workflows create more confusion than clarity. That’s why we focus on designing and training your team on workflows that actually work: automated task lists that keep every matter consistent and nothing slipping through the cracks. In addition, our training can include billing, calendars, documents, and reporting — all tailored to your firm’s needs. The result is a confident, efficient team ready to get the most out of Clio.
CLIO INSTALLATION & MIGRATION
Safe & Secure
Moving to Clio is more than just setup — it’s about peace of mind. With complex passwords, multi-factor authentication, and encryption in transit and at rest, your data stays protected. Plus, Clio performs regular backups and daily malware scans, ensuring your information remains safe throughout the migration and beyond.