“If you’re thinking about using Clio, I will say it will make your life easier, not only in working with clients but in the day-to-day operations of your law firm—so you can focus on what only you can do and what you do best.”
Angela Lennon
Partner, Koenig | Dunne
20+ employees
Simplify firm operations with one cloud-based platform
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Spend less time tracking hours, more time billing for them
Capture time and expenses from anywhere—your calendar events, tasks, inbox, notes, and documents. Generate and review bills faster, get paid within minutes.
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Get more done, individually and as a team
Save time, reduce errors, and improve your firm’s productivity with features like court calendar rules, visual matter management, advanced text search, unlimited document storage, and more.
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Make data-driven decisions
Access individual, firm, and financial performance reports in real time to identify opportunities for improving efficiency, productivity, and revenue.
Approved by 90+ bar associations and law societies around the world
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Integrations with 250+ tools for ease of use
Clio’s open API connects with 250+ tools used by firms like yours, and gives you the ability to build custom integrations—eliminating the need for double entry and back-and-forth between software.
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When you choose Clio, you choose peace of mind
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Award-winning support that’s with you every step of the way
Get personalized hands-on training and onboarding support. Our in-house team is available 24/5 via phone, email, or live chat.
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Top cybersecurity in legal to help protect firm and client data
Clio’s software adheres to strict practices with regards to data and we ensure your firm is GDPR, PCI, SOC2, and HIPAA compliant.
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Customer Stories
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Join the largest legal tech conference around.
Earn CLE/CPD credits, make valuable connections, and most importantly—have fun! Email your rep to get the best price.
Nashville, TN | October 9-10, 2023
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Resources
FAQs
What is the difference between law practice management software and case management software?
Case management and practice management are two sides of the same coin. Case management software is a platform where all case-related information (such as deadlines, evidence, witnesses, documents and more) are stored, managed, and accessed.
Practice management software, on the other hand, provides everything that a case management software does, plus has additional features and benefits from a business owner’s perspective. It includes features that support the entire client lifecycle from intake to matter management to billing, collections and firm-wide reporting. There are vendors who will lean more towards the firm management aspect over the case management side of things. However, both are very important for a successful law firm.
Does Clio’s legal practice management software have client intake software for large and mid sized legal firms?
Clio offers a flexible intake system for law firms and clients. With Clio, you can:
- Go paperless and eliminate tedious data entry when you create and share customized online intake forms—with ease.
- See the status of all incoming clients because no matter what source potential clients reach you from, their information shows up automatically in your Lead Inbox.
- Book consultations with ease with Clio Scheduler and accept instant online payments for appointments with Clio Payments.
- Quickly check for duplicate clients and conflicts of interest and improve your client intake process based on data.
- Move clients through the client intake process efficiently by automating the creation of to-do lists, documents, and emails—digitally, with visibility across your firm.
- Get e-signatures on retainer agreements.
Does Clio have an online payment system for large and mid sized law firms?
Clio provides legal practice management and payments in one easy system for mid-sized and large firms. Clio’s easy-to-use payment processing solution empowers you to accept client payments by credit card, debit card, or eCheck. It’s built-in, meaning you never have to worry about switching between systems to manage billing and payments workflows. We charge simple and transparent transaction fees that provide greater predictability.
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Can I talk to someone to learn more about Clio?
Absolutely! Schedule a call with one of our practice management software consultants to get all your questions about Clio answered.