Handle intake, practice workflows, drafting, and billing across the firm in one platform
Standardize matter setup
Approved intake fields, conflict steps, and task templates give every new matter a complete starting point.
Fit the workflow to the practice
Configure stages, documents, and approvals so a litigation matter and a regulatory matter each move their own way.
Govern access and templates
Matter permissions, document libraries, and reviews follow one policy across offices and teams.
See the whole firm at once
Filter deadlines, workload, and financial activity by office, team, or responsible lawyer.
Make the firm standard visible at the first handoff
Define what has to be captured when a matter opens, so intake doesn't depend on which team handles it. The matter opens with enough structure for the team, and the practice group still controls the path the work takes.
Check conflicts firm-wide. Search every client and matter record before you open the file.
Assign the right team. Roles and tasks land with the right owner from day one.
Keep groups distinct.Matter types and custom fields fit each practice.
What can you do with Clio's mid-sized law firm software?
Carry the context across roles and offices
When a matter changes hands, the current documents, deadlines, and open questions should arrive with it. Clio's legal AI can summarize recent activity for a new owner or supervising lawyer, so they see what changed without another status meeting.
Hand off with history. Notes, communications, and decisions stay attached to the matter.
Set review chains.Approval steps show who reviews what before it reaches the client.
Run defined steps automatically.Workflows route routine work through the roles you set.
Govern bespoke and repeatable drafting together
Mid-sized firms can produce one-off work, repeatable document sets, and standard forms at the same time. Clio prepares matter-informed first drafts and fills reusable templates, so legal staff handle the repeatable sets while lawyers focus on bespoke language.
Work from approved language. Shared fields and templates keep documents from drifting.
Draft in Microsoft Word. Keep working in Word with matter context in view.
Check the law. Find cited authority matched to the jurisdiction.
Keep the bill next to the matter it came from
As more people record time, billing can turn into its own project. Time, expenses, and payments stay connected to the work as it happens, and Clio's legal AI can prepare billing work for review and route it through your firm's approval process.
Catch gaps before the bill. Flag missing time and unusual entries for review.
Route pre-bills to the right reviewer. Each bill follows the approval path your firm sets.
Collect online. Send payment links and track what's outstanding.
Turn firm activity into a current operating view
Leadership needs more than total matters or revenue. Dashboards and reports bring workload, deadlines, billing, and collections into one view by office, practice, or team, so you can see where the firm is carrying risk or spare capacity.
Compare practice groups. Review workload and collections on the same measures.
Move from summary to source. Open the matter behind any number in a report.
Migrate with support. Clio's migration and onboarding teams help bring each group across.
400,000+
legal professionals trust Clio
100+
law societies and bar associations recognize Clio, including all 50 state bar associations in the US
4.7
average rating across 13,000+ reviews
For us, we have 20 different locations, and I want each one of those attorneys to have the same processes in each place.
Mid-sized law firm software helps firms coordinate intake, conflicts, matters, documents, workflows, permissions, offices, billing, payments, and reporting at scale. Clio connects that foundation with cited legal research, drafting, and legal AI. See Clio in action.
How does Clio support different practice groups?
Matter types, custom fields, task lists, stages, templates, court rules calendaring, permissions, and workflows can be set up for each practice, while clients, financial records, and firm reporting share one foundation.
Can Clio standardize drafting across the firm?
Yes. Clio supports approved templates, document sets, shared fields, conditional logic, supported court forms, and matter-informed first drafts, with version history and professional review before use. Get a demo.
Can Clio manage permissions across teams and offices?
Yes. Role-based and matter-level access controls mean each person sees the matters and documents their role allows, and Clio's legal AI works within the same permissions.
Can Clio show workload and financial performance across teams?
Yes. Dashboards and reports cover matters, tasks, time, billing, payments, and collections, and you can filter them by office, practice, or responsible lawyer.
Can Clio integrate with the systems a mid-sized firm already uses?
Yes. Clio connects with email, calendar, accounting, document, and productivity tools through the App Directory, and offers an open API for custom work.
How does Clio support migration and adoption?
Clio's migration specialists help move data from spreadsheets, server-based systems, and other cloud platforms, and onboarding and training help each practice group adopt new workflows. Book a demo.
Is Clio secure for a mid-sized law firm?
Clio completes independent SOC 2 Type II and SOC 1 Type II audits every year, encrypts data in transit and at rest, and supports SAML-based single sign-on and two-factor authentication. Role-based permissions and activity logs keep access under your control, and your data isn't used to train AI models.
Try Clio's mid-sized law firm software
Give every practice group a shared foundation and its own workflow, with Clio's legal AI preparing summaries, drafts, and bills for review.
