Join 150,000+ legal professionals using Clio’s cloud-based legal practice management software
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Prioritize billable work and stay on top of every detail
- Access case information quickly so you can deliver better client service and bill more hours.
- Track progress on visual kanban-style boards, automate task assignments and document generation, and avoid bottlenecks.
- Keep tabs on every case, document, client detail, and communication—all within Clio.
- Capture every billable minute and expense, from anywhere at any time.
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Run your practice, your way
- Collect the specific details you need to manage cases and clients effectively.
- Connect Clio to your favourite tools with extensive integration options.
- Work from anywhere with secure, cloud-based software you can access on mobile or desktop.
See how it works -
Reduce costs, save time, and simplify finances
- Eliminate administrative overhead with automated end-to-end billing workflows.
- Get paid faster and collect more with online credit card payments.
- Understand your firm’s financial health with accurate reporting and data insights.
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Acquire new clients more efficiently
- Grow your business with Clio’s powerful legal client relationship management (CRM) software.
- Simplify client intake with automated appointments, welcome emails, and document requests.
- Offer new clients flexible ways to engage with your small firm—like online client portals, e-signatures, alternative fee arrangements, and more.
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Level up your firm with artificial intelligence
Clio Duo helps you get more done—faster. Automate routine tasks and turn information into insights, so you can focus on the work only you can do.
- Get smart recommendations to stay on top of priorities.
- Instantly find case, client, and performance information.
- Turn documents into actionable summaries.
- Delegate tasks like creating calendar events, notes, and time entries.
Peace of mind for everyone in your small firm
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Paralegals
Find the legal documents and case details you need, when you need them.
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Associates
Track and invoice more billable hours, and make non-billable work a breeze with Clio’s intuitive platform.
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Administrative staff
Automate billing processes and spend less time on repetitive tasks.
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 small firm law software free for 7 days with no obligation, no credit card required. Easy setup. Cancel anytime.
Small firm legal software FAQs
What is the best small law firm case management software?
Clio is consistently rated the top choice for small law firms, with thousands of five-star reviews on platforms like G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist. Trusted by 150,000+ legal professionals and 100+ bar associations and law societies worldwide, Clio delivers the reliability, support, and tools small firms need to thrive.
What software do small law firms use?
Small law firms typically rely on a few different types of software to manage their operations. A legal practice management platform like Clio is the cornerstone of the tech stack, but firms also use accounting software like QuickBooks Online or Xero, word processors like Microsoft Word, and email providers like Outlook or Gmail.
Many small firms also turn to virtual assistants or receptionist services to reduce admin work. To keep things efficient and error-free, it’s best when all tools integrate and share case and contact information seamlessly. Clio’s app directory includes over 100 integrations to help you connect with the tools you’re already using.
What solutions does Clio offer to help small firms improve client intake and reduce administrative bottlenecks?
Clio Grow automates the entire client intake process with customizable online forms, appointment scheduling, and digital document signing. This reduces manual data entry and streamlines onboarding. Plus, Clio’s payment processing integrates with Canadian payment systems, allowing your firm to securely collect retainer fees and invoices online. This helps your team focus on client service instead of paperwork.
How does Clio support billing and cash flow management for small law firms?
Clio offers flexible billing options that suit various Canadian billing models, including hourly rates, flat fees, and retainers. Clio Payments supports secure online payment acceptance via credit cards and e-transfers, helping small firms get paid faster and reduce outstanding invoices. Automated billing reminders and easy invoice tracking improve cash flow and financial management.
Can Clio help small firms maintain data security and compliance with privacy regulations?
Absolutely. Clio employs advanced encryption protocols and complies with global standards like GDPR, while also respecting Canadian privacy laws such as PIPEDA. Access controls, two-factor authentication, and detailed audit logs ensure that client data stays secure and your firm meets professional regulatory requirements.
How does Clio assist small law firms with growth and scaling operations?
Clio’s scalable cloud platform grows with your firm—whether you add more attorneys, expand practice areas, or take on higher caseloads. Integrations with popular Canadian business tools and legal software make it easy to streamline workflows. The platform’s reporting and analytics also help you track firm performance and make informed decisions as you scale.
How do you manage a small law firm?
Running a successful small law firm starts with hiring the right people, building efficient processes, and creating a strong brand. Learn more in our guide to managing a small law firm.
Get started today
See how Clio will help your law firm get organized and practice more efficiently.