Store, edit, and sync all your legal documents in Clio
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Store an unlimited amount of files in Clio
Save text, image, audio, and video files in Clio’s unlimited storage, and know they are automatically backed up and can be bulk-exported at any time.
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Pull from case records with one click
Prepare your most-used legal documents in seconds. Use Custom Fields to take information from your case records and drop it into templates automatically.
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Enjoy instant document editing
Stop toggling back and forth between platforms with Clio Launcher. Open, edit, and save documents directly within Clio in just a few clicks.
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Find the file you’re looking for quickly
Get a desired document fast by searching for keywords within its title, metadata, or text contents. Filter and sort documents by category, author, and date.
Make collaborating easier than ever
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Make accessing documents easy for everyone
Allow clients and co-counsels to access key documents as cases progress via our secure client portal, Clio Connect. Set permissions to authorize specific access within your firm.
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Sync documents across all your tools
View, edit, and save documents directly from Clio to Dropbox, Box, OneDrive, NetDocuments, and Google Drive. Save emails and attachments from Outlook or Gmail to specific matters in Clio. Scan documents to individual folders in Clio using the Fujitsu ScanSnap document scanner.
Legal document management resources
More Clio Manage features
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Case Management
Stay organized, and access the information you need—from anywhere, at any time.
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Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.
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Contact Management
Easily organize contact details, documents, and communication logs from intake to invoice.
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Accounting
Simplify reconciliations and comply with trust accounting regulations. Sync to third-party accounting systems.
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Task Management
Assign and track tasks. Report on task progress, identify roadblocks, and better manage productivity.
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Online Payments
Get paid faster and make it easier for clients to pay by accepting online credit card payments.
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Time & Expense Tracking
Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.
Get started today
See how Clio's document management software can help your law firm get organized and practice more efficiently.