Clio Manage

Legal Billing Software

Bill your clients in a way that’s easy for them—and effective for you. Our legal billing software automates time-consuming tasks, and helps you get paid faster.

Use legal billing software that makes everyone’s life easier

Generate bills in one click, and get paid faster.

Faster billing with Clio Manage.
  • Bill securely from anywhere, any time

    Create and approve bills on the go, automatically apply interest to late payments, and send bills electronically via our secure client portal, Clio Connect. Getting bills out fast means getting paid quicker.

  • Reduce time spent billing

    Set up automated payment plans. Make collecting outstanding balances and replenishing trust accounts easy with recurring credit card payments—reducing collection time and increasing cash flow.

  • Get paid faster

    Offer flexible payment options with our credit card processing functionality, Clio Payments. Powered by LawPay, Clio Payments syncs transactions to Clio and third party accounting systems.

  • Accept payment for multiple bills at the same time

    Allow clients to pay their balance for all legal bills in one transaction via credit card online. Clio will automatically apply funds to all outstanding invoices.

Bill the way you want

Personalize Clio’s legal billing software to the needs of your law firm and clients.

  • Create branded invoices

    Create professional, easy-to-read legal invoices with your law firm’s logo. Offer greater transparency by including aggregated or expanded activity lists and detailed statements of accounts.

  • Create customized billing plans

    Bill clients based on hourly rates, flat fees, or on a contingency basis. Make collecting fees and replenishing trust accounts easy with recurring credit card payments.

  • Tailor payment profiles to improve collections

    Create custom payment profiles in Clio that include grace periods, discounts for prompt payment, and custom interest rates. Assign payment profiles to specific contacts.

  • Discount and write off bills

    Apply percentage or fixed amount discounts to an entire bill, apply credit notes, or convert time entries to no-charge. Quickly write off full or partial bill amounts when necessary.

Get better insight into your law firm’s finances

Use legal billing software that provides visibility into your firm’s performance and receivables.

  • View, organize, and share outstanding balances with clients

    See the status of all your unpaid bills in one tab, and in a single click, prompt clients to pay their invoices.

  • Report on detailed account information

    Share a client’s legal billing history and outstanding balances with them using Clio’s Statement of Accounts. Filter reports by client, attorney, date, and account type—whether operating or trust accounts.

  • Make managing firm finances easy

    Generate clear legal billing reports to make managing firm finances simple and effective. Report on aging receivables, matter balances, client billing histories, and more.

Frequently Asked Questions

What is legal billing software?

Legal billing software makes managing every stage of the legal billing process easier and more efficient: reviewing billable activities and time entries, generating invoices, collecting payments, and more.

How does generating bills work?

Clio allows you to generate bills from the main dashboard of a matter. Clicking the “Quick Bill” button will instantly generate an invoice with all billable time entries. You can also generate bills in bulk.

Watch this 4 minute video on how it’s done.

Can I apply trust funds to bills before sharing them?

Yes. Clio’s legal billing software allows you to approve and apply trust funds to your bills. This applies available trust funds to your invoice and allows the client to pay their balance. If you are out of trust funds, you can always send a trust request.

How do I use legal billing software to send invoices to clients?

The easiest way to share invoices with clients is over email. Once a bill is approved, click “Share”, and your client will receive an email that allows them to pay their invoice with a credit card.

Can I customize the look of my invoices?

Yes. Clio’s billing software lets you customize headers and themes, and add your law firm’s branded logo to your invoices.

Can I see which clients haven't paid their bills?

Yes. Clio includes a straightforward dashboard of outstanding balances that shows who’s paid their bills, who hasn’t, and when a payment is due.

Does Clio's legal billing software integrate with Quickbooks?

Yes. Clio’s legal billing software integrates with Quickbooks. Read this Help Center article to find out how to sync Quickbooks to your Clio account.

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See how Clio's legal billing software can help your law firm get organized and practice more efficiently.

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