Store an unlimited amount of legal documents
Save thousands of document, image, audio, and video files in our unlimited storage. Bulk upload and download entire folders of documents.
Find the file you’re looking for in seconds
Get a desired document quickly by searching for keywords within its title, metadata, or text contents. Filter and sort legal documents by customized categories, folders, authors, and dates.
Access your legal documents from anywhere
Pull up any legal document on your mobile phone or laptop at any time. Spend less time preparing stacks of documents—and more time preparing your case.
Secure and protect your files
Take advantage of automatic file backups from our legal document management software, and leverage Clio’s industry-leading security for peace of mind.
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. Integrate with a variety of form libraries made for your practice area or jurisdiction.
Enjoy instant document editing
Stop toggling back and forth between software. Clio Launcher, our quick document editing tool, works with Microsoft Word and dozens of other programs. Open, edit, and save legal documents directly within Clio.
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. Scan documents to individual folders in Clio using the Fujitsu ScanSnap document scanner.
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.
Sync documents across all your tools
View, edit, and save your files directly from our legal document management software to Dropbox, Box, OneDrive, NetDocuments, and Google Drive.
Make accessing documents easy for everyone
Quickly share legal documents with clients and co-counsel via Clio Connect, our secure online client portal, or other software such as DocuSign. Set permissions to authorize specific access within your firm.
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.
What is legal document management software?
Legal document management software is designed to help increase productivity at law firms by making documents easier to find, edit, access, and share.
Legal document management software also improves the security and confidentiality of important documents by preventing unauthorized access.
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. Because our legal document management software is cloud-based, we can offer our customers the benefits of unlimited data storage.
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.
Stay organized, and access the information you need—from anywhere, at any time.
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.
Easily organize contact details, documents, and communication logs from intake to invoice.
Simplify reconciliations and comply with trust accounting regulations. Sync to third-party accounting systems.
Stay on top of deadlines, with legal-specific features like Court Rules.
Assign and track tasks. Report on task progress, identify roadblocks, and better manage productivity.
Get paid faster and make it easier for clients to pay by accepting online credit card payments.
Time & Expense Tracking
Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.