Skip to main content
  • Platform + Products
  • Who We Serve
  • Enterprise
  • Resources
  • Pricing

Platform

  • Legal AI

    AI grounded in your matters and the law, built into the workflows you use daily

  • Trust & Security

    Enterprise-grade security and compliance, backed by a dedicated in-house team

  • Integrations

    Connect Clio to 300+ apps your firm already relies on

Explore Platform

Products

  • Clio Work

    Take on complex legal work, from research & analysis to strategy & drafting

  • Clio Manage

    Centralize matters, clients, & finances to run a productive firm

  • Clio Grow

    Attract new clients, simplify intake, & build lasting relationships

  • Clio Operate Enterprise

    Manage complex matters, coordinate teams, & standardize workflows for large law firms

  • Vincent Enterprise

    Strengthen legal analysis, strategy, & drafting for large law firms & legal teams

Explore all capabilities

Who We Serve

Software for solos to Large Law and in-house teams, across every area of law.

  • Solo Firms
  • Small Firms
  • Mid-sized Firms
  • Large Law
  • In-House
  • Government
Explore Who We Serve

Areas of Law Practice

  • Administrative
  • Bankruptcy
  • Business & Compliance
  • Civil Litigation
  • Criminal
  • Elder
  • Employment
  • Estate Planning
Explore Practices
  • Family
  • General Practice
  • Government
  • Immigration
  • In-House Counsel
  • Intellectual Property
  • Personal Injury
  • Real Estate

Featured

Legal Trends Report book by Clio.

Legal Trends Report : The industry’s leading study, with data to benchmark your firm on AI and profits.

Learn more

Enterprise

Legal AI and operations built for large law firms and in-house legal teams.

  • Large Law

    Strengthen margins, embed firm expertise, and deliver client value at scale.

  • In-House

    Standardize operations, control outside counsel spend, and move faster.

Explore Enterprise

Platform

  • Trust & Security

    Enterprise controls like SSO, audit trails, and ethical walls protect your data.

  • Vincent in Operate

    Vincent is legal AI built into Clio Operate, reasoning from your firm’s matters and the law behind them.

Products

  • Clio Operate

    Move high-volume matters across teams with workflows, approvals, and governance large firms need.

  • Vincent

    Use enterprise legal AI to verify citations and deliver court-ready answers from 1B+ curated legal sources.

Resources

  • News & Press
  • Legal Trends Report
  • Blog
  • Customer Stories
  • Guides
  • Events
  • On-Demand Webinars
  • Help & Support
Explore Resources

Trending Topics & Tools

  • AI for Law Firms

    A practical guide to using AI

  • Law Firm Marketing Popular

    Attract and convert more clients

  • Starting a law firm Popular

    A step-by-step guide

  • Law Firm Billing

    Best practices for all things billing

  • Hourly Rate Benchmark Calculator

    Compare rates to lawyers in your area

  • Court forms

    Find legal forms by state

  • Legal Document Templates

    900+ free legal templates

Training & Events

  • ClioCon Registration Open

    The biggest event in legal

  • Clio Academy

    Free, on-demand courses

  • Live Training

    Live expert-led sessions

  • Clio Connects Roadshow

    1:1 time with Clio experts

  • Continuing Legal Education

    Earn free CLE credits

  • Legal AI Accelerator

    Free, practical legal AI skills

  • MS Word Certification for Paralegals

    Free, self-paced training

Featured

alt text

Legal Trends Report : The industry’s leading study, with data to benchmark your firm on AI and profits

Learn more
Sign in Try Clio for Free
  • Pricing
Platform + Products

Platform

  • Legal AI

    AI grounded in your matters and the law, built into the workflows you use daily

  • Trust & Security

    Enterprise-grade security and compliance, backed by a dedicated in-house team

  • Integrations

    Connect Clio to 300+ apps your firm already relies on

Explore Platform

Products

  • Clio Work

    Take on complex legal work, from research & analysis to strategy & drafting

  • Clio Manage

    Centralize matters, clients, & finances to run a productive firm

  • Clio Grow

    Attract new clients, simplify intake, & build lasting relationships

  • Clio Operate Enterprise

    Manage complex matters, coordinate teams, & standardize workflows for large law firms

  • Vincent Enterprise

    Strengthen legal analysis, strategy, & drafting for large law firms & legal teams

Explore all capabilities
Who We Serve

Who We Serve

Software for solos to Large Law and in-house teams, across every area of law.

  • Solo Firms
  • Small Firms
  • Mid-sized Firms
  • Large Law
  • In-House
  • Government
Explore Who We Serve

Areas of Law Practice

  • Administrative
  • Bankruptcy
  • Business & Compliance
  • Civil Litigation
  • Criminal
  • Elder
  • Employment
  • Estate Planning
Explore Practices
  • Family
  • General Practice
  • Government
  • Immigration
  • In-House Counsel
  • Intellectual Property
  • Personal Injury
  • Real Estate
Legal Trends Report book by Clio.

Legal Trends Report : The industry’s leading study, with data to benchmark your firm on AI and profits.

Learn more
Enterprise

Enterprise

Legal AI and operations built for large law firms and in-house legal teams.

  • Large Law

    Strengthen margins, embed firm expertise, and deliver client value at scale.

  • In-House

    Standardize operations, control outside counsel spend, and move faster.

Explore Enterprise

Platform

  • Trust & Security

    Enterprise controls like SSO, audit trails, and ethical walls protect your data.

  • Vincent in Operate

    Vincent is legal AI built into Clio Operate, reasoning from your firm’s matters and the law behind them.

Products

  • Clio Operate

    Move high-volume matters across teams with workflows, approvals, and governance large firms need.

  • Vincent

    Use enterprise legal AI to verify citations and deliver court-ready answers from 1B+ curated legal sources.

Resources

Resources

  • News & Press
  • Legal Trends Report
  • Blog
  • Customer Stories
  • Guides
  • Events
  • On-Demand Webinars
  • Help & Support
Explore Resources

Trending Topics & Tools

  • AI for Law Firms

    A practical guide to using AI

  • Law Firm Marketing Popular

    Attract and convert more clients

  • Starting a law firm Popular

    A step-by-step guide

  • Law Firm Billing

    Best practices for all things billing

  • Hourly Rate Benchmark Calculator

    Compare rates to lawyers in your area

  • Court forms

    Find legal forms by state

  • Legal Document Templates

    900+ free legal templates

Training & Events

  • ClioCon Registration Open

    The biggest event in legal

  • Clio Academy

    Free, on-demand courses

  • Live Training

    Live expert-led sessions

  • Clio Connects Roadshow

    1:1 time with Clio experts

  • Continuing Legal Education

    Earn free CLE credits

  • Legal AI Accelerator

    Free, practical legal AI skills

  • MS Word Certification for Paralegals

    Free, self-paced training

alt text

Legal Trends Report : The industry’s leading study, with data to benchmark your firm on AI and profits

Learn more
Sign in Try Clio for Free
  1. Clio
  2. Legal Templates

Free Attorney Client Services Legal Templates

Select your Jurisdiction

All Attorney Client Services Templates

  • California

    Acknowledgement of Division of Attorney Fees

    When multiple attorneys share responsibility for a client's case, formal written consent to the fee arrangement is required for ethical…

    View template
  • California

    Fee Sharing Letter to Client

    Fee-sharing arrangements between attorneys must be communicated clearly and formally to the client, outlining the scope and division of…

    View template
  • General

    Client Status Update Letter

    • Microsoft Word

    Consistent and clear communication is vital for client satisfaction and ethical compliance. This template provides a standardized Client…

    View template
  • General

    End of Engagement Letter

    • Microsoft Word

    Properly concluding a legal matter is just as important as starting it. Failure to formally terminate representation can lead to…

    View template
  • General

    Letter of Representation

    • Microsoft Word

    Establishing a clear and professional relationship is the foundation of effective client management. This template provides a concise and…

    View template
  • General

    Litigation Hold Letter

    In litigation, a firm must formally instruct a client to preserve all potentially relevant evidence. This Litigation Hold Letter template…

    View template
  • General

    Prospective Client Declination Letter

    • Microsoft Word

    When law firms decline inquiries, an important risk management step is to decline using a standardized Declination Letter to formally…

    View template
  • General

    Fee Sharing Letter to Client

    Fee-sharing arrangements between attorneys must be communicated clearly and formally to the client, outlining the scope and division of…

    View template
  • General

    Firm Letterhead

    Professional correspondence requires a consistent, polished presentation. This Firm Letterhead template provides a standardized design for…

    View template
  • General

    Firm Letterhead

    This Firm Letterhead template provides a professional and consistent design for all official firm communication. Utilizing a standardized…

    View template
  • General

    Letter re Notice of Court Appearance

    When a new attorney takes over a file or makes a first appearance, a formal notification is required. This Letter…

    View template
  • General

    Memorandum

    Internal or external memoranda are essential tools for legal analysis, strategy documentation, and case organization. This Memorandum…

    View template
  • General

    Representation Agreement (Estate Planning)

    The engagement agreement is the foundation of the attorney-client relationship. This Representation Agreement (Estate Planning) template is…

    View template
  • General

    Representation Agreement (Personal Injury)

    • Microsoft Word

    The financial relationship between a personal injury firm and its client is often based on a contingency fee, and as…

    View template
  • General

    Personal Injury Intake (Auto)

    The initial data capture for a personal injury claim must be thorough and systematic. This Personal Injury Intake (Auto) template…

    View template
  • New South Wales

    Client Status Update Letter

    Maintaining professional, consistent communication is vital for client satisfaction. This Client Status Update Letter template provides a…

    View template
  • New South Wales

    End of Engagement Letter

    Formally concluding a professional engagement protects both the client and the firm from future ambiguity. This End of Engagement Letter…

    View template
  • New South Wales

    Engagement Letter (Conveyancing)

    The engagement letter establishes the attorney-client relationship. This Engagement Letter (Conveyancing) template is tailored for the…

    View template
  • New South Wales

    Pre-Contract Enquiries

    In property transactions, early enquiries regarding the vendor's property are essential for due diligence. This Pre-Contract Enquiries…

    View template
  • New South Wales

    Letter re Requisitions on Title

    Before settlement, formal legal questions about the property's title and status (requisitions) are exchanged. This Letter re Requisitions…

    View template
  • New South Wales

    Pre-Settlement Letter

    The period just before settlement requires final instructions and confirmation of financial and procedural details. This Pre-Settlement…

    View template
  • New South Wales

    Client Status Update Letter (Conveyancing)

    In conveyancing, timely communication about procedural milestones is critical. This Client Status Update Letter (Conveyancing) template is…

    View template
  • New South Wales

    Letter to Agent Contract Sent to Purchaser

    Once a contract for sale is sent, the vendor's solicitor must notify the real estate agent. This Letter to Agent…

    View template
  • New South Wales

    Letter to Agent Advising Purchaser Has Terminated Contract Under Cooling Off

    When a purchaser terminates a contract under the cooling-off period, the agent must be formally advised. This Letter to Agent…

    View template
  • New South Wales

    Letter to Agent Advising Settlement Details

    Before settlement, the agent needs final details for commission and key release. This Letter to Agent Advising Settlement Details template…

    View template
  • New South Wales

    Letter to Agent Authorising Release of Deposit

    The deposit held by the agent must be formally authorized for release upon settlement. This Letter to Agent Authorising Release…

    View template
  • New South Wales

    Letter to Agent Confirming Exchange

    The exchange of contracts is a critical legal milestone. This Letter to Agent Confirming Exchange template is the formal communication…

    View template
  • New South Wales

    Letter to Agent Confirming Settlement Completed

    Upon completion of the transaction, the agent must be formally advised that settlement is complete and keys can be released.…

    View template
  • New South Wales

    Letter to Agent requesting release of deposit

    In certain scenarios, a firm must request the release of the deposit held by the agent. This Letter to Agent…

    View template
  • Queensland

    Initial Letter to Buyer

    Initiating a property conveyance for a buyer requires a formal, comprehensive letter of instruction. This Initial Letter to Buyer template…

    View template
  • Queensland

    Initial Letter to Mortgage Broker

    In Queensland conveyancing, the solicitor must formally communicate with the buyer's mortgage broker to ensure financing aligns with the…

    View template
  • Queensland

    Initial Letter to Seller

    Initiating a property conveyance for a seller requires a formal letter of instruction and information gathering. This Initial Letter to…

    View template
  • Queensland

    Letter to Agent acknowledging Contract

    Upon receiving a contract of sale, the solicitor must formally advise the real estate agent of the engagement. This Letter…

    View template
  • Queensland

    Letter to Agent Advising Buyer Has Terminated Contract Under Cooling Off

    If a buyer in a Queensland conveyancing transaction exercises their cooling-off right, the agent must be formally advised. This Letter…

    View template
  • Queensland

    Letter to Agent Advising Contract Signed

    Following a successful contract exchange, the solicitor must formally advise the agent that the contract is legally binding. This Letter…

    View template
  • Queensland

    Letter to Agent Advising Settlement Details

    Before settlement, the agent needs final details for commission and key release coordination. This Letter to Agent Advising Settlement…

    View template
  • Queensland

    Letter to Agent Authorising Release of Deposit

    The deposit held by the agent must be formally authorized for release upon settlement. This Letter to Agent Authorising Release…

    View template
  • Queensland

    Letter to Agent Cancelling Contract Authorising Refund

    When a contract is cancelled, the agent must be formally instructed on the refund process. This Letter to Agent Cancelling…

    View template
  • Queensland

    Letter to Buyer advising Contracts signed

    The Letter to Buyer advising Contracts signed template is a formal, professional document confirming the successful execution and exchange…

    View template
  • United Kingdom

    Client Status Update Letter

    Maintaining professional, consistent communication is vital for client satisfaction. This Client Status Update Letter template provides a…

    View template
  • United Kingdom

    End of Engagement Letter

    Formally concluding a professional engagement protects both the client and the firm from future ambiguity. This End of Engagement Letter…

    View template
  • United Kingdom

    Engagement Letter (Conveyancing)

    The engagement letter establishes the attorney-client relationship. This Engagement Letter (Conveyancing) template is tailored for the…

    View template
  • United Kingdom

    Request for Contract Pack

    The initial step in a property sale is the buyer's solicitor formally requesting the contract documents from the seller's solicitor.…

    View template
  • United Kingdom

    Letter re Enquiries

    During the conveyancing process, detailed legal and factual questions are raised with the seller's solicitor. This Letter re Enquiries…

    View template
  • United Kingdom

    Letter re Search Results

    After conducting property searches, the results must be formally reported to the client. This Letter re Search Results template is…

    View template
  • United Kingdom

    Letter re Contract Approval

    Before a contract can be exchanged, the client must formally approve the final contract terms. This Letter re Contract Approval…

    View template
  • United Kingdom

    Letter Exchanging Contracts

    The formal Letter Exchanging Contracts template is the critical professional document confirming that the contract of sale is legally…

    View template
  • United Kingdom

    Letter to Client Reporting on Mortgage

    When a client uses a mortgage for a property purchase, the terms of the loan must be formally reported to…

    View template
  • United Kingdom

    Letter to Seller Solicitor Enclosing Requisitions and Transfer

    Before settlement (completion), the buyer's solicitor sends formal requests for information and the draft transfer document to the seller's…

    View template
  • United Kingdom

    Letter to Seller Solicitor Raising Enquiries

    During the pre-completion phase, the buyer's solicitor raises specific, final questions about the property. This Letter to Seller Solicitor…

    View template
  • United Kingdom

    Letter to Client Confirming Exchange of Contracts

    The Letter to Client Confirming Exchange of Contracts template is the formal, professional communication advising the client that the…

    View template
  • United Kingdom

    Letter Opposing Counsel with Memo of Exchange

    When a contract is exchanged, the solicitor must formally notify the opposing counsel and detail the terms of the exchange.…

    View template
  • United Kingdom

    Letter to Lender enclosing Certificate of Title

    Before a lender releases mortgage funds, the solicitor must certify the property's title. This Letter to Lender enclosing Certificate of…

    View template
  • United Kingdom

    Letter to Client with Completion Statement Transfer and Stamp Duty Form

    Upon completion, the client needs a full accounting and the final transfer documents. This Letter to Client with Completion Statement…

    View template
  • Victoria

    Client Status Update Letter (Conveyancing)

    In conveyancing, timely communication about procedural milestones is critical. This Client Status Update Letter (Conveyancing) template is…

    View template
  • Victoria

    End of Engagement Letter

    Formally concluding a professional engagement protects both the client and the firm from future ambiguity. This End of Engagement Letter…

    View template
  • Victoria

    Engagement Letter (Conveyancing)

    The engagement letter establishes the attorney-client relationship. This Engagement Letter (Conveyancing) template is specifically tailored…

    View template
  • Victoria

    Letter Requesting Information from Seller

    In property transactions, the buyer's solicitor often needs to request specific property information from the seller. This Letter…

    View template
  • Victoria

    Letter re Contract Review

    Before a client commits to a property purchase, the solicitor must review the contract terms. This Letter re Contract Review…

    View template
  • Victoria

    Letter Reporting to Lender

    When a client is using financing, the solicitor must formally report to the lender regarding the property's title and compliance.…

    View template
  • Victoria

    Letter re Settlement Advice

    The period just before settlement requires final advice and confirmation of financial and procedural details. This Letter re Settlement…

    View template
  • Victoria

    Letter Enclosing Section 27 Statement

    View template

Turn free templates into automated workflows

See how Clio Draft helps

Auto-fill client data

Populate the fields of any legal document template with client and matter details you already store in Clio. Reduce manual entry and cut errors.

Clause library

Build a reusable clause library and insert the right language every time. Keep templates current without hunting through old files.

E-signature

Send documents for secure e-signature, track status, and file the signed copy back to the matter automatically.

Legal runs on Clio.

Have questions?

Call 1-888-858-2546 or email sales@clio.com. Our sales team is available Monday to Friday from 8am to 8pm EST.

Get in touch with us

Company

  • About Clio
  • Careers We’re hiring
  • News & Press

Products

  • Clio Manage
  • Clio Work
  • Clio Grow
  • Clio Operate Enterprise
  • Vincent by Clio Enterprise
  • Integrations

Features

  • Billing & Collections
  • Case Management
  • Client Intake
  • Document Management
  • Task Management
  • What’s New
  • See All Features

Resources & Events

  • Upcoming Events
  • Customer Stories
  • ClioCon
  • Legal Trends Report New
  • Compare Clio
  • Blog
  • Clio Reviews

Community

  • Customer Community
  • Bar Associations
  • Incubator Program
  • Referrals
  • Academic Access
  • Channel Partner Program

Support

  • Help Center
  • Data Migration
  • Developer Hub
  • Find a Consultant
  • Clio Academy
  • Subscribe
  • Contact Us

Links

  • facebook
  • twitter
  • linkedin
  • youtube
  • instagram
  • Download on the App Store
  • Get it on Google Play
  • Terms of Service
  • Legal Service
  • Trust Centre
  • Privacy Policy
  • Cookies
  • GDPR
  • Accessibility
  • AI Principles
  • Customer Code of Conduct

© 2008–2026 Themis Solutions Inc. (Clio)

  • US/Global
  • Australia
  • Canada
  • Ireland
  • United Kingdom