Clio’s in-house counsel software features
Boost your department’s productivity with tools to organize cases, automate documents, and collaborate more efficiently.
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Get case details in one place
Create and manage files for contracts, transactions, disputes, or litigation. Track matter status and link related documents, calendar events, messages, and tasks—all in one centralized location.
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Track your tasks and your time
View all case-related tasks by due date, identify what’s next, and spot overdue items at a glance. Add time entries directly from tasks and quickly see which ones are missing tracked time.
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Revise and collaborate on documents with ease
Quickly find the documents you need by searching titles, metadata, or text. Filter and sort by custom categories, folders, authors, or dates for faster access and better collaboration.
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Cut costs and operate more efficiently
Add time estimates to tasks to forecast workload and compare them to actual time tracked. Use these insights to better predict legal budgets and improve resource planning.
Make cross-team collaboration easier with in-house legal counsel software
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Manage internal legal requests effectively
Easily intake new requests and keep other departments updated on progress. Collaborate with teams on cases and documents from one central platform.
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Collaborate with outside counsel more effectively
Track outside counsel’s time against targets using Clio Connect, Clio’s secure client portal. Share messages and documents easily for efficient collaboration.
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Measure your team’s productivity
Show your department’s impact with progress and productivity reports. Track activity across different project types to identify opportunities for improvement.
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Stay on top of document management
Easily share documents and notes with outside counsel through a secure portal or tools like DocuSign. View version history and comment threads for every document stored in Clio.
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How to choose in-house counsel software
For busy lawyers, selecting the right in-house legal matter management software can feel like a task of its own—but it’s a decision that directly impacts your workflow and your organization’s bottom line.
Here are just some of the features Clio has that you should be looking for when it comes to case and contract management software for in-house counsel:
- A central database accessed through a simple dashboard
- Remote working functionalities
- A wide range of integrations to work with your existing tech stack
- Document and data management
- A secure client portal
- Automated client intake
Clio’s in-house counsel software reviews
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Test Clio’s in-house counsel software free for 7 days with no obligation, no credit card required. Easy setup. Cancel anytime.
In-house counsel legal software FAQs
Is Clio’s law software built specifically for in-house counsels?
Clio is an excellent fit for Canadian in-house legal teams who need to stay organized, responsive, and aligned with their business goals. From managing contracts and compliance tasks to tracking deadlines and facilitating collaboration across departments, Clio streamlines every aspect of your legal workflow. Its flexible tools support diverse corporate legal needs—so you can focus on delivering strategic legal guidance with confidence.
Can Clio help in-house legal teams manage a variety of corporate legal matters?
Yes. Clio offers a centralized platform to organize contracts, compliance tasks, internal investigations, and more—helping in-house teams stay efficient and maintain oversight across diverse legal needs.
How does Clio support collaboration between in-house counsel and external law firms?
Clio’s cloud-based platform includes Clio for Co-Counsel, which enables secure, real-time sharing of documents, case updates, and communications between in-house teams and external counsel. This seamless collaboration helps keep everyone aligned, improves transparency, and reduces delays.
Can Clio assist with contract lifecycle management?
Yes. While Clio isn’t a dedicated contract management system, it provides powerful tools to securely store, organize, and track contracts, deadlines, and renewal dates—helping you maintain full control over your agreements and stay on top of important milestones.
Does Clio provide tools for compliance tracking and risk management?
Yes. Clio’s task management and calendaring features allow you to set reminders for compliance deadlines, policy reviews, and training—helping you mitigate risks proactively.
Is Clio secure enough for sensitive corporate legal information?
Absolutely. Clio uses industry-leading security protocols, including encryption and two-factor authentication, to protect sensitive in-house legal documents and communications. Clio also follows industry-leading security practices, conducts regular testing, and is GDPR compliant. Learn more.
Does Clio serve as an in-house legal document management system?
Yes. Clio is a comprehensive document management solution designed for in-house legal teams. It offers secure, centralized storage, intuitive organization, and powerful search tools to quickly find files. Collaboration features enable real-time editing and commenting, while access controls keep sensitive information protected. Clio integrates seamlessly with CRM, accounting, and cloud storage tools to streamline workflows. Automated review processes, detailed audit trails, and mobile access further enhance efficiency and compliance.
