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WealthCounsel

WealthCounsel is a membership-based organization that provides estate and business planning attorneys with legal document drafting software, educational services and resources to build your practice, and nationwide networking opportunities in…

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Birdeye

BirdEye lets you send fully automated review requests to your clients and integrates seamlessly with your client list on Clio. With customizable timing, branding, and content, you can get new…

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Outlook 365 add-in

It’s never been easier to capture billable time and save emails to matters in Clio from Microsoft Outlook. Clio’s Outlook 365 add-in caters to the needs of legal professionals who…

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