Make running your firm easier
Do more billable work
Make the most of your time, while Clio automates tasks, minimizes paperwork, and eliminates redundancies. Streamline day-to-day tasks, so you can get back to what matters most.
Take the guesswork out of business decisions
Work in compliance with regulatory standards using straightforward financial tools. Improve your processes and profit—it’s a win, win.
Deliver the service your clients want
Accommodate your clients with flexible e-signatures, online payments, and more. Clio helps you with the moving parts of case management, so you can focus on your clients.
Make it easier for clients to pay
Clio helps provide a client-centered billing that gets you paid faster. Accept online payments in accordance with trust accounting rules, set flexible payment plans, and more.
Comprehensive Case Management
Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Keep information consistent across your matters by using Custom Fields to record your most important case details.
Link every contact, task, invoice, and time entry to the appropriate matter—and add notes for you and your staff at any time.
Get a view into firm finances, key tasks, upcoming appointments, and more from a single dashboard.
Track every development in Matter Timelines, and see who made what change and when. See new time entries, document uploads, and more—so you can be on top of every detail as it happens.
Advanced Document Management
Edit, store, and organize documents securely in the cloud. Reduce clutter and save time—no more lugging case files around.
Unlimited Document Storage
Store any file type—including text, image, audio, and video.
Advanced Document Editing and e-Signatures
Work efficiently by directly editing documents in your favorite software, and saving them to Clio in one click. Send documents for electronic signature right from Clio—without printing, downloading, or scanning—and have them automatically saved.
Compile legal documents with easy-to-use templates. Use Conditional Fields to pull information from your case records and swiftly create a new document.
Bill and get paid for your work
Complete end-of-month billing in minutes. Reduce manual entry with custom pay plans based on fee structure. Make it easy for clients to pay with electronic bills and secure click-to-pay links.
Track the status of unpaid bills, apply discounts to early payments, or add automated interest to late payments.
Categorize hard and soft costs with ease. Record reimbursable expenses to maintain accurate financial records.
Create professional invoices with aggregated or expanded activity lists, detailed statements of accounts, and your firm logo.
Make it easy to get paid—accept credit, debit, or eCheck payments securely with one flat rate and no hidden fees.
With Clio, you can accomplish more—from one central place
Stay organized, and access the information you need—from anywhere, at any time.
Edit, store, and organize your legal documents securely, from anywhere.
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 client to pay with online payments.
Time & Expense Tracking
Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.
Law Firm Insights Dashboard
See how many hours your firm has captured, billed, and collected in one dashboard.
A desktop and mobile app for clients to communicate and collaborate with their lawyer.
Law firm communications
Manage client and firm communication all on one platform.
Get more than just software
Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.
Protect your clients’ information and firm’s data with industry-leading security.
Get exceptional customer support from an award-winning team that’s dedicated to your success.
Use Clio's growing portfolio of integrations to instantly connect, expand, and sync your tools.
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
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime