Clio’s Legal Document Management Software Features
Store, edit, and sync PDFs, Word documents, and much more in Clio’s legal document software.
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Store an unlimited amount of legal documents
Save thousands of document, image, audio, and video files in our unlimited storage where files are automatically backed up. Bulk upload and download entire folders of documents.
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Find the file you’re looking for in seconds
Use Clio’s Global Search to retrieve a document based on terms in the title, text, or metadata. Filter and sort files by custom categories, folders, authors, and dates. Navigate and preview files from nested matter and contact folders on your desktop.
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Use electronic signatures
Review, prepare, and send out documents for signature by email with our e-signature capability. Remove the hassle of downloading, printing, or scanning as signed documents are automatically and securely saved in Clio.
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Access your legal documents from anywhere
Pull up any legal document on your mobile phone or laptop at any time to redline, annotate, and more. Spend less time preparing stacks of documents—and more time preparing your case.
Intuitive file management from your desktop
Use Clio’s collection of desktop solutions to quickly and easily manage your files.
Available on Windows and Mac.
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Work seamlessly between your desktop and the cloud with Clio Drive
Create, access, and share your matter-related files right from your desktop and securely sync them to Clio using our virtual drive experience. No need to download or reupload.
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Open files from the web for easy document editing
Use Clio Launcher to easily open files from your web app into programs like Microsoft Word, Adobe Reader, and more. Any updates you make will be saved on your desktop and in the cloud.
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Scan physical documents into Clio
Use the Fujitsu ScanSnap to scan physical documents directly into Clio—and take advantage of the convenience of paperless document management.
Legal Document Management Software Reviews
Hear what other law firms have to say about Clio's legal document management software.
Manage documents more efficiently
Improve your bottom line by spending less time on routine document management tasks, and more time on billable work.
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Prepare your most-used legal documents in seconds
Pull from case records with one click. Use Custom Fields to take information from your case records and drop it into templates automatically. Reduce time spent creating legal documents by turning your firm’s existing Word files into reusable templates with Lawyaw.
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Save time with document automation templates
Cut your document assembly time in half by auto-filling court forms and converting frequently used Microsoft Word-based legal documents into easy-to-populate online templates.
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File documents directly from the source
Use Clio’s email plug-ins to save emails and attachments from Outlook or Gmail to specific matters in Clio. Move entire folders, files, photos, or media into Clio with Clio Drive.
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Capture billable time from any document
Add a time entry from any document in Clio to immediately capture the time you spend preparing and editing documents for clients.
Collaborate on legal documents with ease
Manage documents as a team. Stay in sync as you create, annotate, and collaborate on files.
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Sync documents across all your tools
View, edit, and save your documents directly from Clio Manage to Dropbox, Box, OneDrive, NetDocuments, and Google Drive.
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Share documents easily
Quickly share legal documents with clients and co-counsel via Clio for Clients, our secure online client portal, or other software such as DocuSign. Set permissions to authorize specific access within your firm.
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Track changes and conversations
Stay on top of document changes with a full version history and running comment thread for each file stored in our legal document management software.
Legal Document Management Software FAQs
What is legal document management software?
Legal document management software allows lawyers and legal professionals to store, organize, and easily access documents. It is designed to help increase productivity at law firms by making documents easier to find, edit, access, and share.
Legal document software also improves the security and confidentiality of important documents by preventing unauthorized access.
What is the best legal document management software?
Clio is widely considered to be the leading legal document management solution with positive ratings on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist.
Clio is also trusted by over 150,000 legal professionals, and approved by over 66 bar associations and law societies worldwide.
What features should legal document management software have?
Before selecting a legal document management solution, ensure it has the following features:
Unlimited document storage: You should be able to store everything you need for every case in a secure location.
Security: Your legal document management system should store and back up all of your files securely.
Permissions controls: You should be able to control who can view and edit documents in your system.
Advanced search: Your system should be able to search text within documents of various file types (Word, PDF) so you can quickly find what you need.
Version control: Easy tracking of the last updated version of a document as well as previous versions.
Document automation tools: Your legal document management software should help you quickly create letters and other key documents automatically from templates.
Electronic signatures: You should be able to have clients easily sign legal documents electronically.
Integrations: Your document management tool should integrate with other document creation and storage programs such as Box, DropBox, OneDrive, or Google Drive
Where does Clio's legal document management software store my files?
Clio’s legal document management software stores your files securely in the cloud.
Instead of hosting files on your own servers, the cloud lets you access information from anywhere with an internet connection.
How many legal documents can be stored for a matter or client?
An unlimited amount. Clio offers a document management solution for the cloud as well as for your desktop computer. Documents you work on in the cloud will be mirrored to your computer desktop as well.
Can I set permissions and restrict access to specific documents?
You can use Clio’s user permissions to restrict access to specific users at the Matter level. Only those who have permission to a Matter will be able to access the documents within that Matter.
What are the system requirements for cloud-based legal document management software?
The only system requirement for Clio’s cloud-based legal document management software is your internet browser (with an internet connection).
Can I migrate my documents in to Clio?
Yes. You can add documents into Clio from another system. Learn how to do it in 5 steps here.
We also integrate with popular document systems such as OneDrive, Box, Dropbox, Google Drive, and NetDocuments—making the migration process that much easier.
What's the difference between Clio and a solution made just for legal document management?
Clio provides all legal case management functionalities in one place—including legal document management. When you work within one tool, you can reduce lost billable hours, context switching, and human error. See all of your law firm’s documents next to the notes, events, time entries, and financial details for an individual case.
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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Client 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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Calendaring
Stay on top of deadlines, with legal-specific features like Court Rules.
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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 client to pay with online payments.
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Time & Expense Tracking
Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.
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Law Firm Insights Dashboard
See how many hours your firm has captured, billed, and collected in one dashboard.
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Client Portal
A desktop and mobile app for clients to communicate and collaborate with their lawyer.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for Free
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