File client communications to your matters in seconds
Maintain complete and accurate case files by instantaneously filing emails and attachments from your inbox to your matters in Clio.
Automatically record payments to your accounting platform
Manage all of your legal billing, accounting, and compliance requirements confidently—and avoid double entry—by syncing your accounting platform to Clio.
Easily access your documents in one central place
Sync your matter files to your preferred document management solution to make it easy for your firm to collaborate and securely manage case files from anywhere.
Automatically create communication records from calls
Make calls from any device or location while automatically recording the call details to the corresponding matter.
Make it easy for your clients to meet with virtual meetings
Keep your remote meetings face-to-face by adding video conferencing details to your meeting invites.
Build better client relationships with text messaging
Respond promptly to your client messages using their preferred method of communication.