Case and Matter Management
Neatly organize all your cases and matters in the cloud, so everyone who needs to can stay up-to-date in real time. Customize workflows, filters, and views to fit your practice’s needs.
Time Tracking and Calendaring
Simplify and improve the way your firm tracks time and coordinates scheduling. Automatically add time entries directly from calendar events, tasks, communication logs, notes, and documents to prevent valuable time from falling through the cracks.
Access and organize all of your firm’s documents with unlimited, cloud-based storage. Save everyone’s time with customizable document templates, and search your document library to easily find the exact files you need.
Reporting & Analytics
Get real-time insights into your firm’s key metrics with an easy-to-understand visual dashboard. Gain visibility into how your firm and staff are performing, identify areas where you can improve profitability, and monitor your firm’s progress over time.
Get personalized, in-house support—24 hours a day, 5 days a week—from the largest and most experienced team in the industry. Connect via phone, email, or live chat, and access video tutorials online in our Help Center library.
Protect your valuable data, clients, and people with the best cybersecurity in legal. Clio’s dedicated security experts, in-transit and at-rest encryption, data residency requirements, two-factor authentication, and GDPR and PCI compliance guard your firm day and night.
Free Onboarding & Migrations
Rely on Clio’s Onboarding and Migrations Teams to get your data transferred and your staff up and running—for free. Partner with Clio’s in-house experts, access on-demand and live training sessions, and enjoy dedicated migration support at no additional charge.
Eliminate the tedious manual software updates required by most on-premise legal software. Receive new product and feature updates without any disruption or fees, and benefit from automatic backups of all your data in the system.
Pros and Cons of Implementing Practice Management Software at Mid-Sized Firms
Panelists will address common questions and concerns you may have when deciding if taking on new software is the right move for your firm.
Watch How Mid-Sized Law Firms Use Clio
Watch an in-depth demonstration of the core features and benefits of Clio for mid-sized firms.
Putting New Ideas into Practice at Mid-Sized Firms
Learn change management strategies for mid-sized and large firms in this Innovate Legal Online Meetup.