Estate planning practices are booming—and you need software that will keep up. With integrated calendaring, time tracking and invoicing, online payments, and cloud-based document and matter management, Clio will make life more enjoyable for both you and your clients, from wherever you are.
Get rid of filing cabinets, clutter, and missing files when case and matter files are stored in a centralized, online location.Learn More
Securely store your legal files all in one location for quick reference.Learn More
Create beautiful, customized invoices in minutes.Learn More
Easily request trust or other types of payments, and process credit card transactions with Clio before your client leaves your office.Learn More
Keep track of your entire firm’s schedule so nothing falls through the cracks.Learn More
Easily track your time on any task and associate it to a client's matter.Learn More