The Clio Solution.
Get rid of filing cabinets, clutter, and missing files when you store case and matter files in a centralized, online environment. Stop hunting for information by attaching notes, documents, tasks, calendars, and contacts directly to a matter.
Shape the department’s focus by assigning the priority for each task. Dashboard capabilities let staff and managers see at a glance what everyone is working on and the status of their efforts.
Instantly streamline your workflow, improve efficiency, and help ensure accountability and accuracy across your entire organizational structure. Create one-step actions for universal tasks so you can spend more time on the important aspects of law.
Securely store and easily access all your department’s documentation. Clio provides unlimited amounts of document storage in an organized, protected, and portable digital filing cabinet.
Reporting & Compliance
Meeting compliance and reporting requirements can be a tedious and cumbersome activity. Easily generate accurate and up-to-date reports. Customizable fields and practice areas make it easy to find important cases through filters.
Mobile Access & Security
Enjoy peace of mind, while meeting ethical and regulatory requirements, whether you’re in the office, or on-the-go. Safely access, update, and share documents anywhere with Clio’s bank-level security with SSL encryption and daily audits.