Turn inquiries into consultations
Clio can respond after hours, screen inquiries for fit and conflicts, and book qualified prospects.
Keep one working day from becoming six disconnected systems
Pick the matter up where you left it
Open one record for the client, activity, documents, dates, and bills, with a timeline of what’s still open.
Research and draft in the matter
Get cited authority you can verify, then carry the reasoning into a draft that already knows the matter.
Stop doing your billing on a Sunday
Turn recent activity into time entries, bills, and payment requests while the details are clear.
Dedicate your best hours to the work that matters most
A new inquiry arrives mid-research, a client call creates new deadlines, and finished work waits for an invoice. Clio keeps those consequences on the client and matter and surfaces open work for review while you decide the advice and the next action.
- See what needs you first. A priority view brings dates, unfinished work, and waiting clients together.
- Catch quiet matters. Files that haven’t moved come back into view.
- Review before anything goes out. Drafts, summaries, and bills come back to you first.
Carry the intake answers into the open matter
What you collect before retention can support the conflict check, consultation, engagement letter, payment request, and legal work. Online intake forms and e-signature run the retainer, and the same information opens the matter, so the client tells their story once.
- Book consultations online. Prospects schedule and pay in one step.
- Check conflicts at intake. Search client and matter records before you take the case.
- Sign the engagement. Collect e-signatures and request the retainer.
Go from legal question to cited answer to working draft
Bring the matter’s facts and documents into legal research alongside authoritative sources. Verify the citations, decide how the law applies, and carry that reasoning into a draft without rebuilding the prompt somewhere else.
- Draft in Microsoft Word. Changes arrive as tracked redlines you accept or reject.
- Reuse your best work. Turn approved documents into smart templates.
- Calendar from your deadline sets. Build dates from custom deadline sets your firm configures.
Give clients a place to check in
A solo practice can’t staff a front desk, so routine questions land wherever you are, like a text, a voicemail, or a hallway conversation. Clio for Clients gives each client a secure portal to check case status, send and receive documents, and view invoices, so the routine stuff gets handled without pulling you off the work in front of you.
- Share documents securely. Clients upload and download files without email.
- Keep clients in the loop. Share updates, messages, and calendar events in one place.
- Let clients pay from the portal. Clients view invoices and pay online.
Turn finished work into revenue while the details are fresh
Time, expenses, flat fees, bills, payment plans, trust activity, and online payments stay connected to the matter. See what’s ready to bill, what’s unpaid, and which follow-up deserves your attention, along with the sources that bring in your best work.
- Get paid online. Send payment links and offer payment plans.
- Keep trust in order. Track trust activity on the matter.
- Check the practice’s health. Reports show unbilled work, unpaid bills, and referral sources.
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400,000+ legal professionals trust Clio
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100+ law societies and bar associations recognize Clio
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4.7 average rating across 13,000+ reviews
Solo lawyer software FAQs
What is solo lawyer software?
Solo lawyer software helps one lawyer manage prospective clients, matters, documents, deadlines, communication, legal work, time, billing, trust, and payments. Clio connects that work with cited legal research and legal AI in one platform. See Clio in action.
How does Clio help a solo lawyer get new clients?
Clio can respond to inquiries after hours, screen them for fit and conflicts, and book qualified prospects into a consultation. Intake forms, engagement letters, e-signature, and payment requests run the retainer, and the same information opens the matter.
Can Clio research and draft legal work?
Yes. Clio returns cited research from an authoritative legal library, with every result linked to its source. It carries that reasoning into a draft shaped by the matter, in Clio or in Microsoft Word. Get a demo.
How does Clio help a solo lawyer track deadlines?
Clio supports calendars, tasks, reminders, matter stages, and custom deadline sets. Clio can prepare deadlines from supported documents for you to verify before they’re added.
Can Clio capture time, send bills, and collect payments?
Yes. Clio supports time and expense tracking, flat fees, billing, online payments, payment plans, trust accounting, and collections, and can prepare draft bills from recorded time for your review.
Is Clio a fit if I’m not trying to grow?
Yes. Clio keeps a one-lawyer practice organized and paid, whether you plan to hire or stay solo. Start a free trial to see how it fits the way you work.
Is Clio secure for a solo lawyer?
Clio completes independent SOC 2 Type II and SOC 1 Type II audits every year, encrypts data in transit and at rest, and supports your PIPEDA obligations for client data. Role-based permissions, two-factor authentication, and activity logs keep access under your control, and your data isn’t used to train AI models.