Get contact details at a glance
Get a quick overview of your firm’s clients and contacts. See their connected matters, documents, transactions, and bills. Keep client information organized to ensure no followup, detail, or interaction is missed.
Remember every client conversation
Track a client’s history of interactions with your firm—across email, phone, and in-person meetings. Record emails to a client’s communication log from Outlook and Gmail, and add notes directly into a client profile.
Do complete conflict checks
Quickly search your entire client and contact database for any conflicts of interest.
Track specific client details
Record details needed for your firm's processes in custom contact data fields. The more you know about your contacts, the better you can meet and exceed their expectations.
Keep track of the important details
Attach a profile photo to each client profile to help quickly associate a name with a face. Add personalized billing preferences and rates, contact attributes, and more.
Make collaborating more efficient
Share documents, tasks, and bills with clients through our secure client portal. Provide access to matter developments, and increase efficiencies by keeping everyone in the loop.
Sync contacts and access them on the go
Sync all of your contacts to your Google or Outlook contacts list, and use Clio’s mobile app to pull up contact details from your phone.
Impress new contacts and clients from day one
Use Clio Grow to effectively manage your client intake process, and capture contact information directly from online intake forms.
What is legal client management software?
Legal client management software keeps a record of the contact details of your clients, vendors, co-counsel, and other parties your law office works with.
This software also tracks legal-specific details like billing preferences, case details, and more.
Are there any limits to the number of contacts I can store in Clio?
No. Clio also offers free unlimited data storage for documents or any other kind of file.
Can I export contact lists?
Yes. You can export contact details (including custom data fields) to Microsoft Excel from the main contacts list.
How do Clio’s case management and client management features work together?
Clio allows you to attach a primary contact to any matter, as well as other secondary contacts.
Does Clio let me track companies in addition to people?
Yes. You can create “companies” in Clio’s legal contact management software, and add contacts as employees of that company
What billing information does Clio let me track at the contact level?
Clio’s legal contact management software lets you set a customized LEDES client ID, hourly rate, and billing profile (which includes grace periods, interest, and discounts) for each contact.