Stay on top of every detail, deadline, and document
In bankruptcy law, success is in the details. Clio helps you track vital information, generate documents, and meet deadlines—so you can stick to your proven process, build a winning case, and get paid for your work.
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Track related contacts
Remember everyone you’re working with—judges, creditors, co-debtors, and trustees—by adding related contacts to every case.
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Record specific client details
Keep essential information for your firm’s daily operations in custom contact fields. Add unique fields for bankruptcy clients, such as SINs, income figures, asset values, and more.
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Save time on document management
Automate the drafting of standard forms and motions. Spend less time on routine tasks and more time on billable work.
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Work in a way that’s easy for you—and your clients
Stay connected to the office and your clients, whether you’re in court or on the go.
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Access everything from your phone
With Clio’s mobile app, you can manage cases, files, contacts, and more—wherever you are.
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Keep your clients in the know
Share case updates, changes, and more with clients and other parties through our secure portal. Create peace of mind for everyone involved during what can be a lengthy and emotional process.
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Stay organized
Keep your case resolution process on track with Clio’s task management software. Manage tasks by user, type, client, and matter, and easily track what’s upcoming, overdue, or completed.
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Make collaboration easy for everyone
Share legal documents with clients and co-counsel via Clio for Clients and Clio for Co-Counsel, our secure online portals. Set specific permissions to control access within your firm.
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Improve your collection rate
Simplify the collection process with Clio’s bankruptcy software for lawyers, making payments easier for everyone involved.
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Offer cost certainty to your clients
Create customized billing plans with options for hourly rates, flat fees, or contingency-based arrangements.
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Accept trust deposits easily
Receive upfront retainer payments into trust and transfer them to operating accounts in accordance with trust accounting guidelines. Use Clio Payments to protect interest on pooled trust accounts from chargebacks in the event of a dispute.
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Schedule recurring payment plans
Set recurring payments based on clients’ budgets or arrange automatic top-ups for trust accounts. Improve your cash flow with set-and-forget payment plans.
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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
Test Clio’s bankruptcy law software free for 7 days with no obligation, no credit card required. Easy setup. Cancel anytime.
Bankruptcy law software FAQs
Is Clio’s law software built specifically for my bankruptcy law practice?
Clio is a powerful fit for bankruptcy practices, offering the tools you need to manage high volumes of cases, track deadlines, and maintain clear, consistent communication with clients. With integrated document management, task automation, and secure client portals, Clio helps you stay efficient and organized—no matter how complex the caseload. While Clio supports a wide range of practice areas, its flexibility and depth make it especially well-suited to the demands of bankruptcy law.
With Clio, you can do more billable work, make data-driven decisions, accept payments, and provide the service your clients have come to expect.
In addition, Clio Grow allows you to attract and retain clients by automating client intake, scheduling consultations, and handling emails and other repetitive tasks.
Can I accept payment from third party sources, such as friends or family of my clients?
Yes, you can. Simply send an email directly from Clio with a PDF copy of the bill and a secure payment link, allowing contacts to pay via credit card.
Can I track multiple matters for a single client, such as Chapter 7 and Chapter 13 filings?
Yes. Clio allows you to manage multiple matters under a single client profile, making it easy to stay organized and navigate between related bankruptcy cases.
How does Clio help with managing court deadlines and filing schedules?
Clio’s calendaring tools let you schedule key dates, set reminders, and keep track of filing deadlines. For select courts, rules-based calendaring is also available, helping ensure nothing gets missed.
Is Clio secure enough for handling sensitive bankruptcy filings and financial data?
Yes. Clio uses industry-leading security protocols to protect sensitive financial information, including client income, debts, and assets. You can securely store bankruptcy petitions, schedules, and supporting documents while maintaining full client confidentiality.
Can I use Clio to streamline intake and collect documents for bankruptcy filings?
Definitely. With Clio Grow, you can automate intake forms tailored for bankruptcy cases, collect financial disclosures and supporting documents online, and reduce back-and-forth with clients—so you can move quickly from consultation to filing.
Get started today
See how Clio’s bankruptcy law software will help your law firm get organized and practice more efficiently.