Track company and employee data
Keep a list of your contacts and business law clients in Clio. Connect employees to companies, and see all of the contact details, documents, notes, matters, and communications logs connected to each. Make sure no followup, detail, or interaction is missed.
Collect custom details and generate documents
Use online intake forms to collect specific information you need to set up a business client profile. Reference this information in standardized forms that you can use to instantly prepare documents for your business law clients.
Use your favorite tools in one place
Log emails directly to a client’s communication folder from Outlook or Gmail. Use a business-specific integration such as BigLegal or Dealcloser to improve processes like revising contracts and agreements.
Track every billable minute—from anywhere
Add time entries from a timer, your mobile phone, or your inbox. Review calendar events, tasks, communication logs, notes, and documents for work that hasn’t been billed.
Increase your collection rate with custom billing plans
Bill clients based on hourly rates or flat fees. Add custom payment terms, interest rates, discounts, and more. Make collecting fees and replenishing trust accounts easy with recurring credit card payments.
Get paid faster and collect more
Offer a flexible payment option your clients want with our credit card processor, Clio Payments. Re-share bills for outstanding balances in one click, or schedule recurring payments to improve your collection rate.