Client communication software for law firms, in one place
Clients reach you in different ways, and Clio keeps each exchange as part of the case record.
File emails to the matter
Connect Outlook or Gmail and save each email, with its attachments, to its matter.
Text clients directly from Clio
Answer questions, share updates, and remind clients of meetings by text.
Message through the portal
Share documents, bills, events, and tasks with clients in the client portal.
Send reminders on schedule
Workflow automation sends appointment and payment reminders at the right step.
Calls are connected to the case
Connect the calling tools you already use, and keep phone conversations part of the client record.
Call from your preferred tools
Integrate Dialpad and other calling tools so your conversations tie back to the right matter.
Keep track of time spent on calls
Record time spent on case-related calls, right alongside your other communication channels, for accurate billing.
Keep your team in sync
Give your team shared visibility into call activity, so nothing falls through the cracks.
A record your whole team can use
See the full history
Texts, emails, and portal messages sit together.
Control access
Recordings and messages are visible to people with permission.
Keep calls visible to your team
Calls connect to the matter alongside texts, emails, and portal messages, so anyone with access can see the full picture.
AI drafts replies, and you send them
Clio’s AI prepares text and email responses from matter context, and nothing goes out until you’ve read it.
Draft a reply
Get a suggested response to a client text or email, then edit it.
Catch dates in conversations
Dates mentioned in a conversation can be prepared as calendar events for you to confirm.
Keep the judgment yours
AI does the assembling, and you keep the advice and the final word.
Client communication resources
Law firm communication software FAQs
What is law firm communication software?
It brings client email, texting, calls, and portal messages into one system and files them to the matter. Clio keeps the record visible to your team and connects it to billing and deadlines. Get a demo.
What communication channels can I use with Clio?
Email through Outlook or Gmail, texting from a firm number, the client portal, calls through integrations like Dialpad, and video meetings through Zoom or Microsoft Teams. Get a demo.
Can I text clients without using my personal phone number?
Yes. Text from your firm’s number, and the conversation saves to the matter. Start a free trial.
Does Clio use AI to write messages to my clients?
Clio’s AI can prepare text and email responses for you to review, edit, and send. Nothing goes to a client without your approval. Get a demo.
How do clients message my firm securely?
Through the client portal, where clients can message your team, see shared documents, and pay bills. Explore the client portal.
Does Clio integrate with my email and video tools?
Yes. Clio connects to Outlook, Gmail, Zoom, and Microsoft Teams, so conversations in those tools can be tied to the matter. Explore integrations.