Manage tasks easier, close cases faster
Get more done—individually and as a team—with Clio’s task management software. Automate document generation, task lists, and more as cases progress.
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Glean insights into case progress
Clio’s law firm task management software gives you visibility into all tasks for a legal matter, organized by due date. Quickly identify the next task to be done, overdue tasks, and everything in between.
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Collaborate with anyone
Assign tasks to other users at your firm, or to outside parties through a secure co-counsel portal. Your co-counsel can see the tasks assigned to them, receive task reminders, and mark tasks as complete.
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Never miss a deadline
Create custom stages and track matter progress with visual kanban-style boards. Automate important tasks as cases progress to avoid bottlenecks and ensure deadlines are always met.
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Evaluate your law firm’s productivity
See your upcoming and overdue tasks on Clio’s main dashboard. View and mark tasks as complete right from your calendar. Create tasks on your mobile phone, and set multiple reminders that appear minutes or weeks in advance.
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Improve firm productivity
Use Clio’s legal task management software to gain visibility into work in progress, increase utilization rates, and forecast staff workloads more effectively.
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Standardize task lists
Build a series of tasks based on how your law firm processes different types of cases. Plus, you can now set relative task deadlines, duplicate lists, and assign task lists from inside a matter.
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Bill more hours
With Clio’s legal task management software, you can add time entries directly from a legal task, and see which tasks lack billable time.
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Maximize productivity
Manage processes across your entire firm with progress and productivity reports. See upcoming, overdue, and completed tasks on a per user basis. Filter tasks by category, client, matter, or date.
Explore more features
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Calendaring
Meet every deadline with legal-specific features like automatic court date scheduling.
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Case Management
Stay organized and access the information you need—from anywhere, at any time.
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Artificial Intelligence
Work smarter with AI: Turn routine work into completed actions—built right into Clio.
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Client Management
Easily organize contact details, documents, and communication logs from intake to invoice.
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Law Firm Reporting
Unlock deeper insights with custom reports in Clio Manage. Filter, group, preview, and schedule reports that align with how your law firm works—faster.
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Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal. Leverage legal AI to generate bills automatically and route them to the right approvers.
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Online Payments
Make it easy to pay and get paid with online payments.
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Time & Expense Tracking
Seamlessly track time and expenses to make billing simple and accurate.
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Law Firm Communications
Manage client and firm communication all on one platform.
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Legal Document Management
Edit, store, and organize your legal documents securely, from anywhere.
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Client Portal
Enable clients to securely communicate and collaborate with their lawyer from desktop or mobile.
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Trust Account Management Software
Simplify legal trust account management with Clio and stay compliant with Canadian regulations.
Book a live demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime
Law firm task management software FAQs
What is legal task management software?
Legal task management software is used to organize, allocate, and collaborate on tasks at your law firm. It also helps estimate and schedule tasks, so you can make informed decisions when changes in priorities are necessary.
Can I see tasks assigned to other users?
Yes. Unless the task is marked as private, you can see tasks assigned to other users at your law firm.
Can I sync my tasks to my calendar?
Yes. You can see tasks in your Clio calendar, or have tasks synced to GCal, Outlook, or iCal.
What task statuses and priorities are there?
The following task statuses and priorities are available in Clio:
Status: Pending, In Progress, In Review, Complete
Priority: High, Normal, Low
Can I get notified when another user completes a task?
Yes. When you assign a task, there is an option for the assigner to be notified when the task is completed. You can also see all task updates in the Firm Feed.
What is the best legal task management software?
Used by thousands of Canadian legal professionals, Clio is the best legal task management software on the market. It is also approved by more than 100+ bar associations and law societies worldwide, and has thousands of reviews on sought-after platforms like G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist.
