Everything your team needs to manage a case
Open the matter and the full picture is there, so no one has to rebuild it from scattered files.
Enter details once
Contact and matter information carries into documents, time entries, and bills, so your team doesn’t have to enter it again.
Work from anywhere
Access matters, documents, and client details from any browser or the Clio mobile app.
Connect your tools
Log emails and sync files from 100+ apps, including Outlook, Google, and Dropbox.
Control who sees what
Limit access to sensitive matters and share files securely with clients and co-counsel.
Built around how your firm works
Customize fields, workflows, intake, and case details by practice area, while keeping your firm working from one consistent system.
Capture the details that matter
Create custom fields for each legal practice area so your team collects the information each type of case requires.
Configure how work moves
Shape workflows around how matters move through your firm without forcing every practice area into the same process.
Move from intake to case, faster
Use custom online intake forms to bring client information directly into the matter.
Stay on top of every next step
Know what needs attention
Connect tasks, deadlines, appointments, and case details to the matter they belong to.
Get everyone on the same page
Give your team one place to see what’s happened, what’s coming up, and who’s responsible for what.
Make handoffs easier
Keep the information your team needs with the matter, so work can move from one person to the next without losing context.
Do your best work with legal AI
Bring your matter, the law, and AI into one workspace.
Understand the case faster
Surface key facts, claims, risks, and timelines from pleadings and discovery, with links back to the source.
Find authority you can verify
Pull relevant authority with citations you can check before using it.
Start without a blank page
Turn case details and research into first drafts of memos, motions, and arguments for your review.
Legal case management software FAQs
What is legal case management software?
Why should my law firm use legal case management software?
Legal case management software keeps each matter’s details in one record, so fewer things get lost between people and tools. Your firm spends less time rebuilding context and re-entering information, and more time practising law and serving clients. With the matter record in one place, Clio’s legal AI can also prepare routine steps for your review.
What features should case management software for law firms include?
At minimum, look for a single record for each matter that holds contacts, documents, notes, and communications; calendaring and task management tied to that matter; time tracking that flows into billing; custom fields and templates for each practice area; permissions over who sees what; secure client communication; and integrations with the tools your firm already uses.
What is AI legal case management software?
AI legal case management software uses the information already in your matters to draft work you then review and approve. On Core and above, Clio’s legal AI can extract deadlines from court documents, create calendar events and related tasks, prepare client updates from matter activity, help set up new matters, and turn time and expenses into draft invoices for approval.
Is legal case management software the same as practice management software?
They overlap. Case management focuses on the matter itself: its documents, deadlines, tasks, and communications. Legal practice management also covers running the firm, including billing, payments, accounting, and reporting. Clio brings both into one legal AI platform, so the same matter record informs the legal work and the business side.
What is the best legal case management software?
The best legal case management software should help your firm organize cases, collaborate securely, track deadlines, manage documents, record time, bill clients, and connect with the software you already use. When comparing options, consider verified reviews, customer support, security, integrations, configuration, migration, and pricing. Clio is trusted by 400,000+ legal professionals and approved by 100+ bar associations and law societies worldwide.
What is the best case management software for small law firms?
Small firms need case management software that is quick to set up and priced to grow with them. Clio is priced per user per month across four plans, Starter, Core, Signature, and Elite, and you can try it for free before you decide. Clio’s data migration team can move your contacts, matters, tasks, and calendars, and support is available 24 hours a day, five days a week. Compare plans.
What makes Clio different from other case management software for lawyers?
Clio connects case management, documents, time tracking, billing, calendaring, client communication, and legal AI in one platform. It brings your matter context into legal research, analysis, strategy, and drafting, and integrates with 100+ applications.
How much does law firm case management software cost?
Clio is priced per user per month across four plans, Starter, Core, Signature, and Elite, so your firm can choose the level of case management, AI, and reporting it needs and add more as it grows. You can try it for free before you decide. Compare plans.