New to Clio or true to Clio, we’ve got you covered
Tap into these features or explore new ones to make managing your firm’s day-to-day operations easier, faster, and more efficient.
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Get organized
Organize your law firm with Clio:
- Manage cases, contacts, and documents effortlessly
- Stay on schedule with calendaring and task management
- Access everything on the go with Clio's mobile app and stay connected with Clio's client tools
- Manage all your financial needs with intuitive accounting features that help you stay compliant with trust accounting rules
- Securely manage confidential medical information, settlements, and more, all without ever leaving Clio
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Get paid
Get paid faster with Clio's billing and payment tools:
- Send instantly-payable bills via email, text, or secure portal, and offer clients diverse options for easy online or in-person payment
- Track time and expenses
- Bill hourly, flat rate, or contingency
- Schedule automated bill reminders or set up payment plans to keep clients on top of their payments
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Increase productivity
Get the productivity boost your firm needs:
- Simplify workflows with document and matter templates
- Use e-signatures to speed up cases
- Connect your calendars to the courts so you never miss a deadline
- Make it easier than ever to find what you need with advanced search functions and legal AI
- Electronically file and serve court documents, right from Clio
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Expand your practice
Power firm growth with Clio's robust reporting tools and client intake software:
- Track finances, trust accounts, and attorney performance with detailed reports custom-tailored to your firm
- Set matter budgets, allocate fees, and monitor task progress and productivity to optimize operations
- Capture and convert leads with powerful legal CRM tools
- See the full ROI of your marketing efforts
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Accelerate legal work
Bring research, drafting, and analysis together. All with matter-aware AI:
- Connect your matters with the world's largest global law library to deliver cited research, analysis, and case strategy you can trust
- Replace rigid keyword searches with conversational questions that deliver precise, cited answers
- Skip the blank page. Generate first-pass drafts and cited outputs you can build on with confidence
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Work smarter with AI
Deliver outcomes, not just outputs with Clio:
- Extract deadlines directly from court documents
- Generate professional draft invoices automatically
- Draft motions, letters, and client updates based on case activity
- Tap into smart recommendations on what to work on next help you stay focused on the most important tasks
Take advantage of your Oregon State Bar Professional Liability Fund discount today!
As a member of Oregon State Bar Professional Liability Fund, you can access an exclusive discount of 10% on Clio products* even if you’re already a Clio user.
Enjoy with all plans
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Secure, reliable cloud software
Securely access your firm's data with unlimited storage, encrypted backups, 2FA, and a 99.9% uptime guarantee.
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Award-winning 24/5 support
Get the support you need, when you need it with unlimited support by phone, email, or live chat.
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Worry-free data migration
Bring in everyone's data and get set up in a way that works for your firm.
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250+
integrationsUse your existing workflows by integrating Clio with the apps you already use and love.
Attorneys and firms like yours love Clio
Hear what your peers have to say about working with Clio.
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Time is money. Spend more on cases.
You’re eligible for 10% off Clio products* through Clio’s partnership with Oregon State Bar Professional Liability Fund when you book a demo.
Frequently Asked Questions
*10% off Clio Products
Who uses Clio?
How much does Clio cost?
What solutions does Clio offer?
Clio offers solutions for:
- Matter management
- Client intake
- Billing and payments
- Time tracking
- Client communications
- Firm marketing
- Document automation
- Accounting
- Medical record and settlement management
- Legal AI
- Research, analysis, and case strategy
And more!
How do I redeem my Clio discount?
I don’t see my discount applied to my bill, who should I reach out to?
If your discount hasn’t shown up on your bill, feel free to contact [email protected] to let us know. Our team will be happy to assist you.
Please note:
- We can only apply Clio Manage and Clio Grow discounts at the time of or after purchase. We’re not able to credit past periods where the discount wasn’t applied.
- Clio Draft discounts must be applied at the time of purchase and cannot be added after. We cannot apply the Clio Draft discount to any purchases that have already been completed.
- Member discounts cannot be combined with other offers, and we don’t provide credits for past periods when a discount wasn’t applied.
- For more details, feel free to check out our Terms of Service.