Create a file for every matter
Create a file for every contract, transaction, dispute, or litigation that your legal team manages. Track the status of each matter, and attach relevant documents, calendar events, messages, and tasks.Case Management
Track your tasks—and your time
See all tasks associated to a case, organized by due date. Quickly identify the next task to be done, and see which tasks are overdue. You can also add time entries directly from a legal task, and see which tasks are missing a time entry.Task Management
Revise and collaborate on documents better than before
Get the document you need instantly by searching for keywords within its title, metadata, or text contents. Filter and sort documents by customized categories, folders, authors, and dates.Document Management
Cut costs and operate more efficiently
Add time estimates to tasks so you can forecast the amount of work needed for a legal matter. Track estimates against actual time worked to better predict legal budgets for your organization.
Manage internal legal requests effectively
Intake new requests with ease. Provide clear status updates to other departments and teams—while working with them on cases and documents.
Collaborate with outside counsel more effectively
Use Clio’s secure client portal, Clio Connect, to track the time outside counsel is spending on your matters against targets. Send messages and transfer documents through the portal for easy collaboration.Learn More
Measure your team’s productivity
Demonstrate value to your organization with progress and productivity reports. Find areas for improvement by tracking your legal department’s activity and productivity across different types of projects.