Clio’s legal case management system
Experience the power of the industry’s leading law firm case management software. Get a complete overview of your cases with a centralized dashboard. Link every contact, document, calendar event, note, time entry, and bill to the appropriate case to make every task flow as smoothly as possible.
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Reduce redundant tasks
Manage documents, billing, time, and more. Automate and complete tasks efficiently and refocus on the most important tasks for your legal practice.
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Access every case detail from anywhere
In Clio, your documents, bills, client contact info, and more, can be accessed from any computer with an internet connection. You can also download our mobile app for lawyering on the go.
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Add case information from existing software
Log emails, file legal documents, and sync case details to Clio from 100+ other apps and software, including Outlook, GSuite, and Dropbox.
Get your whole team on the same page
Clio’s law firm case management software makes it easy to manage and collaborate on cases, run the day-to-day business of your law firm, and keep every member of your firm current on what’s happening.
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Improve client and colleague communications
Use our case management platform as your firm’s single source of truth. Set permissions to protect sensitive case details and communicate with clients and co-counsel with our secure online portals, Clio for Clients and Clio for Co-Counsel.
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Track case progress at a glance
Organize and track case progress effectively on kanban-style boards. Automatically assign tasks, generate documents, and update matter set up as cases move forward.
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See real-time case developments
Track every change made to a legal case—including new time entries and documents—plus, see who made what change and when.
Take it for a spin
Configure our legal practice management software to meet your law firm’s needs
Improve the way you work, save time on routine case management tasks, and focus on the things that matter most for your legal practice.
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Accelerate matter creation
Get more time back in your day with easy-to-use templates filled with preset information. Plus, improve consistency and accuracy of information across all your cases.
See how it works -
Standardize tracking of key case details
Create custom data fields specific to your law firm’s processes and legal practice areas to collect, store, and search for case details efficiently. Use this information for document automation.
See it in action -
Organize cases the way you want
Attach custom categories, task lists, billing rates, payment profiles, budgets, and more to each of your legal cases.
See how -
Use online intake forms to populate case profiles
Create custom online intake forms to optimize the client intake process.
Make booking appointments online a breeze
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Leverage legal AI
Level up your casework. Manage AI automates everyday tasks like generating bills, extracting key details from documents, planning your day, creating events, or adding time entries and expenses—all you have to do is ask.
Explore more features
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Calendaring
Meet every deadline with legal-specific features like automatic court date scheduling.
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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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Task Management
Manage firm productivity by assigning and tracking task completion.
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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
Legal case management software FAQs
What is legal case management software?
Legal practice and case management software is a digital tool that law firms use to organize and manage their legal cases and clients. It allows for a more efficient practice with smoother billing, time tracking, and document management—so you can focus on billable work.
What does law case management software do?
Law case management software provides you with an overview of your law firm’s cases and their affiliated details, including deadlines, documents, notes, bills, and more.
Legal case management solutions cover scheduling, time tracking, and more. All these are features that will help you manage your practice more efficiently, contribute to better cash flow management, and ease collaboration on cases. This will give you more time to work on tasks that will bring money into your legal practice.
What software do lawyers use?
Lawyers typically use several different types of software to run their firms. Your chosen legal software suite is the central and most important piece of the tech stack, but lawyers also use accounting software, such as QuickBooks Online or Xero, document software such as Microsoft Word, and an email provider such as Microsoft Outlook or Gmail.
Law firms may also add other tools to fulfill needs more closely related to their practice area. The Clio App Directory has over 100+ integrations to explore, so you can find out how Clio will integrate with the tools you are currently using.
Why should my law firm use case management software?
From automation to document creation, law firm case management software keeps you organized on matters and cases, so you can manage more clients in less time and optimize your business at every step.
Case management solutions help lawyers spend more time focusing on practicing law and serving clients, and less time doing administrative and non-billable tasks. Take it for a spin.
What is the best legal case management software?
The best legal case management software should help law firms be more efficient with features that support workflows like billing, case management, calendaring, accounting, task management, online payments, time and expense tracking, and document management.
You’ll also want to look for reviews and testimonials to ensure that you’re truly choosing the industry’s best case management tool.
For instance, trusted by thousands of Canadian legal professionals, and approved by over 100+ bar associations and law societies worldwide, Clio is widely considered to be the leading case management solution with a rating of 4.5/5 or higher on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist.
What kind of customer support is included with Clio?
We offer unlimited support 24 hours a day, 5 days a week, so we can answer any questions you might have without impairing your working day.
How do I transfer my current cases into Clio?
Our data migration team can assist in bringing over information from another legal case management solution to our software, so that you don’t have to do it manually.
How much does case management system cost?
The cost varies greatly, depending on whether you’re using an on-premise or cloud-based solution. Cloud solutions tend to be more cost-effective for most firms, with their low monthly pricing models, free support, and free updates. Our case management system offers different pricing plans starting at $69 a month. We want to ensure firms of all sizes and requirements can find a solution that meets their needs.
What features should a good case management software for lawyers include?
The following are all crucial features to look for in legal software packages. We have listed all these features below so you know what you are looking for when the time comes to implement a software solution at your practice.
Case management: The ability to manage clients and cases and keep all case information organized. This enables you to quickly refer to notes about a case and prepare for court in the most efficient way possible.
Client/contact management: Case management also takes place on a per-client or per-contact basis, so managing your face-to-face meetings and calls with clients is crucial.
Task management: The ability to create and assign tasks to different staff and lawyers. Sophisticated solutions like our legal case software can automate parts of this process when a case is created. Our software suite even allows you to automate the billing process so you can reduce any potential cash flow problems you might be struggling with.
Calendar: Your case management tool needs a full calendar with capabilities to manage your busy schedule. With Clio, you can share personal calendars with colleagues and even create shared calendars for meeting rooms to avoid those dreaded conflicts.
Timekeeping: A case management solution with built-in timekeeping helps you capture more billable time while you work, which gives you the ability to enter time both in the moment or after the fact. This means you will be able to streamline your billing process and keep on top of all the cases your practice handles.
Email: Your legal case management software should integrate with your chosen email provider. This makes it easier for lawyers to file emails to cases and follow-up on any developments. When managing email communications with a case management solution, your firm also gets the benefit of creating a database of email addresses for each case the lawyers at your practice are currently working on.
Document management: Can you use your case management software to store, organize, and collaborate on your documents? Does it integrate with GSuite or your Microsoft Office package? These are questions that need answers so you can fully integrate your chosen software solution into your workflow.
Trust accounting: The ability to track transactions related to operating accounts and trust accounts separately. Your software should also notify you when an account has reached a minimum threshold or needs a top up.
Invoicing and billing: Your practice management software should help you seamlessly generate bills and send them to clients. This saves you considerable time and money, so you can focus on the more important tasks like getting back to and reassuring clients.
Online credit card payments: More and more clients want to pay their lawyers via credit card or online. Your practice management software should offer the option to process payments via credit card, making it more convenient for your clients.
Client portal: For sharing sensitive files and communications, an encrypted client portal is the best option for ensuring client information is kept confidential. This portal should also allow you to schedule client appointments and phone calls so that you can make sure they are well looked after and that you are building up solid business relationships with your clients.
Integrations: Your practice management software is the central hub for your law firm, but it needs to connect with the tools you already use and tools you might want to use in the future. You need to make sure it connects to your email client, your accounting software, and any other tools you need. Integrating all those tools will allow for a smoother workflow and increased productivity.
Reports: How is your firm doing financially? How are you tracking against your goals? Your practice management software should be able to give you key business insights to answer these questions. It should provide you with options to automate these reports or to email them to you on a scheduled date.
How do you choose a law office case management software?
Choosing a law office case management software suite is important as it has the potential to simplify your processes. Start by identifying the gaps in your practice and see if software like Clio is able to plug them.
It’s best if all of the tools in your legal tech stack integrate and share case and contact information to reduce duplicate data entry and risk of error.
Is Clio suitable for small law firms looking for simple case management software?
Absolutely! Clio’s user-friendly design and scalability make it perfect for small law firms. With an easy setup process and customizable features, Clio enables small firms to tailor the software to their unique needs effortlessly.
Its intuitive interface ensures that even legal practices with limited technical resources can manage their cases efficiently and effectively, without the complexity often associated with other legal software.
What makes Clio the best case management software for law firms?
Clio stands out as the best case management software for law firms due to its comprehensive and user-friendly features. These include centralized case management, accurate time and expense tracking, streamlined billing and invoicing, and secure client communication.
Clio’s cloud-based platform ensures secure, on-demand access to your data, while its seamless integrations with over 100+ applications and robust security measures enhance overall efficiency and productivity. Clio’s exceptional customer support and industry-leading security further solidify its position as the top choice for legal professionals.
