Track the details that matter
Use our custom fields feature to record even the smallest case details. Record key details involved in a settlement, like pension, benefits, and the end date of employment for dismissal cases.
See related contacts and their details at a glance
Get a quick overview of your firm’s clients and contacts. See their connected matters, documents, transactions, and bills. Keep track of everyone involved in a case such as claimants, supervisors, and eye witnesses.
Never miss an important date
Use Clio’s legal calendaring software to create events automatically based on rules and deadlines from hundreds of U.S. courts. Track time-sensitive events such as WSIB appeals, arbitration under collective agreements, and judicial reviews. Set reminders days and weeks in advance for statute of limitations dates for every case.
Improve client communications and expectations
Set expectations right from the start. Get all the information you need with custom online intake forms and client intake task lists.
Keep a record of every client touchpoint
Log every email, note, and call to your virtual case file. Keep a consistent record of your past communications with every client.
Collaborate better with your team
Share employment case documents with clients and co-counsel via Clio Connect, our secure online client portal, or other software such as DocuSign. Set permissions to authorize specific access within your firm.