Clio

Clio is used by law firms of all sizes—from solo and small firms to mid-size and large firms—across an array of practice areas. We empower lawyers to be both client-centred and firm-focused through a suite of cloud-based solutions, including legal case management, client intake and legal CRM software.

Clio has been transforming the industry for over a decade, with 150,000 customers spanning 100 countries. Clio also works in partnership with the Law Society of England and Wales and as an approved supplier for the Law Society of Scotland, and has received the approval of over 64 additional law societies and bar associations globally.

Case Management

Organize Every Case Detail

Link every person, appointment, email, and document to the correct matter. Keep information consistent with custom fields, and get real-time updates in Matter Timelines.

Automate Document Creation

Use advanced editing features, e-signatures, and document automation that pulls information directly from case records. Create and store unlimited documents with Clio.

Work with Your Favorite Software

Log emails, file legal documents, and sync case details to Clio from 240+ apps and software including Outlook, Gsuite, and Dropbox.

TECHNOLOGY TAILORED TO LEGAL PRACTICE

Comprehensive Solution

Grow with Fast, Easy Client Intake

Automate the entire intake process to save time, reduce costs, and increase certainty. Share intake forms with customized fields to automatically capture and organize information.

Retain Clients Remotely

Automate intake documents and email reminders. Get e-signatures on retainer agreements and finalize them without mailing, faxing, or in-person meetups.

Streamline Client Review

Easily schedule consultations and accept payments with Clio Scheduler. Focus on the most promising clients by quickly identifying duplicate clients and conflicts of interest.

Bill More Efficiently

Track time and expenses, generate bills, and accept credit card payments with a single click. Send clients automated payment reminders and even collect funds into trust accounts.

Bill The Way You Want

Customize and track branded invoices with hourly or flat-fee rates, and tailor payment profiles to improve collections. Sync transactions to Clio and your accounting system.

Understand and Improve Your Firm’s Financials

Get a view of billable hours, accounts receivable, firm revenue, key tasks, upcoming appointments, and more from a single dashboard.

Why run your law firm on the leading cloud-based legal platform for law firms?