Nonprofit legal case management software for work that answers to a funder
Funders ask who qualified, which grant paid for the work, and how much went to private attorneys. Record each answer while the work happens.
Screen eligibility
Add the eligibility calculator to intake forms or run it in person against the US poverty guidelines you choose, and the result stays on the matter.
Track multiple grants
Attach several grants to a matter, mark one as primary, and choose which count toward reporting, so a co-funded case lands in the right report.
Log PAI time
Mark Private Attorney Involvement (PAI) time with a checkbox as you log it, then report on it by grant when the funder asks.
Bring in volunteers
Give volunteer and pro bono attorneys a secure portal to view the matter, share documents, and log their own hours, so staff aren’t chasing timesheets.
Grant spend-down you can follow in real time
See where each grant stands before the funder asks.
Watch running balances
Deposit grant funds and watch each balance draw down as staff log time and expenses.
Split salaries across grants
Allocate each salary across grants by percentage, and Clio deducts each share automatically every month.
Spot unallocated time
Check the dashboard for hours by grant and hours not yet assigned to one, so you can close the gap before the reporting period ends.
Funder reports that start from a filter
Every hour saved on reporting is an hour back for clients.
Filter by grant and custom fields
Report on matters by grant, county, demographics, or any custom field you track.
Export grant transactions
Export grant transactions and the matters and grants report to send with each funder deliverable.
Include closed work
Pull archived grants and matters closed under a grant into reports, so year-end totals hold up.
AI support for stretched legal aid teams
Clio’s AI takes a first pass at routine work on select plans, and your team keeps the review and the legal judgment.
Calendar court notices
Upload a court notice and get draft calendar events your team checks against the source before they go on the calendar.
Keep clients informed
Review and send status updates Clio’s AI drafts from matter activity, so clients hear from you between appointments.
Research with citations
Ask housing, family, and benefits questions and get answers with cited sources you can check before advising a client.
Legal aid resources
Legal aid case management software FAQs
What is nonprofit legal case management software?
Nonprofit legal case management software runs case work for legal aid organizations and other nonprofits, with eligibility screening, grant tracking, and funder reporting built in. Get a demo.
How does Clio track grants?
Attach one or more grants to a matter, assign time and expenses to a grant, and track spend-down with running balances on grant deposits. Get a demo.
How does Clio screen clients for legal aid eligibility?
Add the eligibility calculator to intake forms or run it in person. Admins set the sections and choose which US poverty guidelines apply, and results show on the matter, where applicants can’t see them. Get a demo.
Can Clio produce the reports our funders ask for?
Yes. Filter matters by grant and custom fields like county and demographics, run the matters and grants report, and export grant transactions. On select plans, Clio’s AI can also build custom reports. Get a demo.
Does Clio track Private Attorney Involvement time?
Yes. Mark PAI time with a checkbox as you log it and report on it by grant. Admins can change the grant on several entries in a matter at once. Get a demo.
Can volunteer and pro bono attorneys work in Clio?
Yes. Volunteers can view the matter, share documents, and track time through a secure portal, and staff can log time for them or remove access at any time. Start a free trial.
Does Clio include client intake for nonprofits?
Select plans include intake and CRM, also available as an add-on. Compare plans.
How does AI help legal aid organizations?
On select plans, Clio’s AI drafts calendar events from court notices, reviews matters and surfaces what needs attention, drafts client updates, and suggests time entries. Your team checks each one. Get a demo.
Is Clio secure enough for sensitive client information?
Admins set permissions per matter, and Clio’s AI works within them. Clio doesn’t use client data to train external AI models, an AI event log covers the last 90 days, and admins can turn AI off for the whole organization. Visit the Trust Center.