Legal collaboration tools for teams that work apart
Keep tasks, documents, and conversations tied to the matter.
See who’s working on what
Assign tasks to teammates and see where each one stands, so roadblocks show up early.
Meet with one click
Add Zoom links and passwords directly to calendar events.
Keep work moving from anywhere
Review documents, update case status, and message clients from the mobile app.
Keep clients connected to your firm
Reach clients in a way that’s easy for them, and easy for you.
Offer an online booking process
New clients choose a time through online booking, with payment options, confirmations, and reminders.
Share status through the portal
Clio for Clients lets clients check case status, upload documents, and message you without a new email thread.
Collect signatures and payments online
Send documents for e-signature and invoices with a secure payment link.
Make collaboration easier with Microsoft Teams
Create a team from the matter
Check a box while creating or editing a matter to set up a team in Microsoft Teams.
Open the Matter Dashboard in Teams
See matter details, case status, notes, communications, and events beside the conversation.
Stay connected to everyone at your firm
Easily and securely discuss updates, action items, and open questions on active matters.
Get caught up with AI summaries
With select plans, matter and contact summaries from Clio’s AI let anyone picking up a file read a summary before the full history.
Summarize where a matter stands
Get the current picture before a call or a handoff.
Hand off the analysis with the file
Save AI results to the matter as a note or document that the next person can read.
Control who sees what
Permissions decide which matters and documents each teammate, client, and co-counsel can open.
Legal collaboration resources
Legal collaboration software FAQs
What is law firm collaboration software?
Law firm collaboration software, sometimes called a legal collaboration platform, is an online application that makes working across a team of people easier, including clients and co-counsel. In Clio, permissions decide who can see each part of it. Get a demo.
How can Canadian law firms collaborate remotely?
Move in-person steps online: e-signatures for agreements, online payments for invoices, video meetings for consultations, and tasks for handoffs. Clio keeps each of these on the matter, and teammates work from current information. Get a demo.
Which collaboration tools does Clio integrate with?
Clio connects with Zoom, Microsoft Teams, Ruby, and many more of its 100+ integrations. The tools your firm already uses tie back to the matter. Explore the App Directory.
How does Clio work with Microsoft Teams?
Check a box when you create or edit a matter to set up a team in Microsoft Teams, then open the Matter Dashboard inside Teams to see matter details, case status, notes, communications, and events next to the conversation. Explore Clio for Microsoft Teams.
Can I collaborate with co-counsel in Clio?
Yes. Outside counsel can work from a co-counsel portal, where you share documents, messages, tasks, and calendar events, and they track time at their own rate and log work on the matter. Get a demo.
How do clients collaborate with my firm in Clio?
Through Clio for Clients, clients check case status, upload documents, and message your team securely. They can also book consultations online, sign documents electronically, and pay invoices through a secure link. Explore the client portal.
How does AI support legal collaboration?
Clio’s AI writes matter and contact summaries on demand with select plans. A teammate or co-counsel picking up a file can catch up without a meeting. Results can be saved to the matter as a note or document. Get a demo.
Can my team work on legal documents together in Clio?
Yes. Store and share documents from the matter so everyone works from the latest version, send them for e-signature, and review and redline drafts in Microsoft Word with Clio for Word. Get a demo.
How can my firm keep collaboration secure?
Keep the work in a system you control instead of email attachments. Clients use a secure portal, co-counsel get assigned work through their own portal, and permissions decide who can open each matter. Explore Clio’s security.