Family law

Family law software from intake to modification

Work from the full history of each family law matter, with Clio’s legal AI preparing disclosure summaries and draft deadlines from custody and support orders for you to review and approve.

Legal AI interface for drafting divorce documents, showing populated forms and a progress tracker.

Handle family law intake, disclosure, drafting, and follow-through in one platform

Capture the full picture at intake

Record custody, support, safety, and financial details with tailored intake, and carry them straight into the matter.

Review disclosure faster

See what you have and what’s still outstanding when Clio’s legal AI summarizes each record as it arrives.

Draft from your matter’s context

Fill in supported court forms and reusable templates from matter details, or start from a first draft that Clio prepares for your review.

Turn decisions into next steps

Confirm the draft deadlines and tasks Clio prepares from custody and support orders, with billing and payments tied to the same matter.

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Open family law matters with the facts in hand

Respond to new inquiries faster with Clio’s legal AI, which answers after hours and screens for fit and conflicts before booking a consultation. You decide who becomes a client, and intake details carry into the matter.

  • Flag high-conflict matters early. Note protective orders and safety concerns at intake.
  • Book consultations online. Let clients schedule and pay in one step.
  • Collect the retainer. Request funds into trust when the client signs.

What can you do with Clio’s family law software?

Review financial disclosure faster with legal AI

Review each record a client uploads, such as business and brokerage statements in a high-net-worth divorce, from a summary Clio’s legal AI prepares. You check the figures and track what’s still missing.

  • Organize for property division. Sort records by person, asset, debt, or period.
  • Follow up faster. Turn each missing record into a task.
  • Check against the source. Original documents stay with the matter.

Turn custody and support orders into deadlines and tasks

Confirm the draft calendar events and related tasks Clio’s legal AI prepares from custody and support orders and court notices, with the source document beside each date. Build the remaining deadlines from US court rules.

  • Map the parenting schedule. Track visitation and support payment dates next to court deadlines.
  • Track contested issues. Case stages show what’s settled and what’s still open.
  • Assign the obligations. Use workflows to give each requirement an owner.

Keep clients updated and control what they see

Review and send AI-generated client updates based on matter activity. Share documents with opposing counsel in a collaborative case, or limit who sees each document when a case turns high conflict.

  • Keep a record for court. The communication history stays with the matter.
  • Bring in OurFamilyWizard. Send OurFamilyWizard message and call reports straight into the matter.
  • Work with co-counsel. Share only what each participant needs.

If I weren’t allowed to use this anymore, I might leave the practice of law. It’s actually made the practice of law fun again. My revenue has increased several thousand dollars per month...

Frank R. Mead

Lorona | Mead, PLC

Family law software FAQs

What is family law software?

Family law software helps firms manage intake, family and financial information, documents, disclosure, court dates, client communication, billing, trust accounting, and payments. In Clio, that same record powers the full family law workflow. The case can move through negotiation, mediation, court, implementation, enforcement, and future modification without rebuilding the history in separate systems.

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How is Clio different from standalone family law legal software?

Clio was built so the family record, financial evidence, authoritative legal intelligence, documents, deadlines, communication, billing, payments, and trust accounting activity can work from a shared foundation. That shared context lets Clio prepare work for legal review and return the approved work to the case. The record becomes more useful each time the family circumstances or legal route changes.

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Can Clio help with divorce, parenting, support, and family court documents?

Yes. Clio can turn the firm’s approved Word documents into reusable templates, populate supported court forms from client and case data, apply conditional logic, manage versions, and send documents for electronic signature. Your firm reviews every agreement, parenting plan, pleading, affidavit, and filing package before use.

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Can Clio support financial disclosure in family law cases?

Yes. Clients upload records through the secure portal, and Clio’s legal AI can read them, summarize the key figures in a table, and flag gaps or inconsistencies for your review. Custom fields, secure document requests, folders, and task lists organize the rest and track what remains outstanding. Valuation, support analysis, and legal judgment remain with your firm and any appropriate experts.

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Does Clio include family law legal research?

Yes. Clio’s legal AI researches state family law statutes and case law on custody, support, and property division across all 50 states and DC, and covers court rules by jurisdiction. It returns cited authority for you to evaluate and apply.

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Does Clio support court calendaring and e-filing for family law?

Yes. Clio calculates family court deadlines for divorce, custody, and support from the local rules that apply, so procedural dates stay connected to the matter that created them. E-filing and e-service to supported family courts are currently available in California, Texas, Georgia, Nevada, Illinois, and Virginia. Your firm verifies every deadline and reviews every filing package before it goes out.

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Does Clio include trust accounting for family law retainers?

Yes. Clio tracks trust and operating accounts on separate ledgers, logging every deposit, transfer, disbursement, and refund against the right client and matter. You can request the initial retainer, set an evergreen threshold that alerts you when funds run low, apply trust funds to invoices, and run three-way reconciliation to stay audit-ready. Your law firm remains responsible for compliance with its state bar’s trust accounting rules.

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Does Clio integrate with OurFamilyWizard?

Yes. Where parties are using OurFamilyWizard for co-parenting communication and scheduling, the integration keeps that activity connected to the matter in Clio, so the firm works from one record rather than checking two systems.

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Try Clio’s family law case management software

Work each family law matter from first inquiry through modification on one record, with Clio’s legal AI preparing disclosure summaries and draft deadlines for your review.