Track related contacts
Know everyone you’re working with—judges, creditors, co-debtors, and trustees—by adding related contacts to every case.
Track specific client details
Record details needed for your firm's day-to-day in custom contact data fields. Add custom fields for bankruptcy clients such as SSN, income figures, asset figures, and more.Learn More
Save time on document management
Use document automation to draft standard forms and motions. Spend less time on routine document management tasks, and more time on billable work.Learn More
Make collaborating on documents easy for everyone
Share legal documents with clients and co-counsel via Clio for Clients and Clio for Co-Counsel, our secure online client and co-counsel portals. Set permissions to authorize specific access at your firm.
Access everything from your phone
Use Clio’s mobile app to access your cases, files, contacts, and more while you’re in and out of court.Learn More
Keep your clients in the know
Share case updates, changes, and more with your clients and other associated parties via our secure client portal. Create peace of mind for your clients during a potentially lengthy and emotional undertaking.
Keep your case resolution processes in order with Clio’s task management software. Manage each step by status and owner: Upcoming, Overdue, and Completed tasks by User, Task Type, Client, and Matter.Learn More
Offer cost certainty to your clients
Create customized billing plans. Bill clients based on hourly rates, flat fees, or on a contingency basis.
Accept trust deposits easily
Accept upfront retainer pre-payments into trust, and transfer these payments into operating accounts in accordance with trust accounting guidelines. Use Clio Payments to protect IOLTA accounts from chargebacks in the event of a dispute.
Schedule recurring payment plans
Set recurring payments based on what clients can afford, or arrange automatic top-ups for trust accounts. Improve your cash flow with payment plans you can set and forget.
What is bankruptcy software?
Bankruptcy software helps lawyers and other legal professionals by offering the necessary legal forms, maintaining court compliance, and providing bankruptcy case management functionality.
What jurisdictions does Clio’s court rules include bankruptcy filing deadlines for?
Clio offers almost 1000 courts and jurisdictions to choose from when selecting your Court Rules jurisdictions, where most of the continental U.S. is represented. The full list can be found here.
Does Clio take care of e-filing bankruptcy forms?
No. Filing forms can be done manually or via one of Clio’s 150+ integrations.
Can I accept payment from third party sources, such as friends or family of my clients?
Yes. Send an email directly from Clio containing a PDF copy of the bill and a secure payment link that allows contacts to then pay with their credit card.
Is Clio's law software built specifically for my practice area?
Although Clio Manage and Clio Grow may not be built specifically for different practice types, regardless of what practice area you’re in, lawyers like yourself have much to benefit from using legal practice management software like Clio. This is because with Clio, you can accomplish more—from one central place.
Not only will you be able to communicate effectively with clients from anywhere, Clio can also help keep your cases and documents organized. With Clio, you can do more billable work, take the guesswork out of business decisions, and deliver the service your clients want.
With Clio Grow, you can attract and retain new clients online—even while working remotely. Clio Grow lets you automate your client intake process, schedule consultations and accept payments online, and automate emails and redundant tasks.