Organize your client and company relationships
Centralize client and company information to quickly generate common documents, improve collaboration, and deliver a better client experience.
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Track company and employee data
Store all your contacts and business law clients in Clio. Link employees to companies and easily access contact details, documents, notes, matters, and communications logs. Ensure no follow-ups or interactions fall through the cracks.
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Collect custom details and generate documents
Use online intake forms to collect specific information for creating business client profiles. Reference this data in standardized forms to quickly prepare documents for your corporate clients.
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Use your favourite tools in one place
Log emails directly to a client’s communication folder from Outlook or Gmail. Connect business-specific tools like DealCloser to improve processes such as reviewing contracts and agreements.
Make the billing process a breeze
Let Clio’s business law software streamline your time entry, legal billing, and payment processes, so you spend less time chasing invoices and more time doing billable work.
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Track every billable minute—from anywhere
Log time from a timer, your phone, or your inbox. Review calendar events, tasks, communications, notes, and documents to catch any work that hasn’t been billed.
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Increase your collection rate with custom billing plans
Bill clients by the hour or at a flat fee. Set custom payment terms, interest rates, discounts, and more. Make fee collection and trust account top-ups easy with recurring credit card payments.
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Get paid faster and collect more
Offer flexible payment options with Clio Payments, our built-in credit card processor. Re-share bills with one click or schedule recurring payments to improve your collection rate.
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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 business law software free for 7 days with no obligation, no credit card required. Easy setup. Cancel anytime.
Business law software FAQs
Is Clio’s law software built specifically for business formation and compliance law?
Clio is a strong fit for lawyers focused on business formation, compliance, and corporate law. Its robust task management, document automation, and client intake tools make it easy to stay on top of regulatory requirements, entity filings, and client communications. While Clio supports a wide range of practice areas, its flexibility and depth make it exceptionally effective for managing the fast-moving, detail-oriented work of corporate legal services.
Not only will you be able to communicate effectively with clients from anywhere, Clio can also help keep your cases and documents organized. With Clio, you can do more billable work, take the guesswork out of business decisions, and deliver the service your clients want.
With Clio Grow, you can attract and retain new clients online—even while working remotely. Clio Grow lets you automate your client intake process, schedule consultations, accept payments online, and automate emails and redundant tasks.
How does Clio support business formation and incorporation workflows?
Clio helps you stay organized throughout the business formation process by centralizing client information, tracking key deadlines, and storing important documents securely—all in one place.
Can I manage multiple stakeholders or clients within a single matter?
Yes. Clio makes it easy to associate multiple contacts—such as founders, shareholders, or corporate officers—with a single matter, giving you a complete view of everyone involved.
Is Clio secure enough for handling sensitive corporate information?
Absolutely. Clio is built with industry-leading security standards, including data encryption and secure client communication tools, helping you protect confidential business information.
Can Clio help with ongoing corporate compliance tasks?
Yes. Clio lets you create standardized task lists and set automated reminders to help manage recurring compliance requirements. You can also store key filings and track deadlines to ensure your clients stay in good standing.
Get started today
See how Clio’s business law software will help your law firm get organized and practice more efficiently.