The Clio Advantage
All Firm Sizes
Mid-size and Large Firms
All Practice Areas
2020 Legal Trends Report
Read an in-depth analysis on the legal industry.
Build Your 2021 Success Plan
Identify what your goals are and how you're going to achieve them.
Designing Your New Normal
Get this free e-book from legal industry expert Mike Whelan, Jr.
News & Events
Daily Matters Podcast
Hear how the legal industry is adapting to the COVID-19 crisis.
2020 Clio Cloud Conference
The world’s best legal conference—gone virtual. October 13-16, 2020.
Webinars and Events
Find out which Clio events and CLE webinars are coming up next.
Clio’s legal resource library offers white papers, success stories, webinars, and more.
Learn how small changes can lead to major gains over time—and what to prioritize based on the needs of your firm and your clients.
Test your innovative ideas for law firm success with this free e-book from Clio and legal industry expert Mike Whelan, Jr.
In his book, The Client-Centered Law Firm, Jack Newton touches on how lawyers can best serve their clients, lead with empathy, and protect the long-term financial health of their firms—a message more timely now than…
Learn from experts on how to automate tedious tasks at your firm.
Every lawyer needs eDiscovery. Do you do it right? Learn how to navigate dramatically increasing amounts of electronic data in this free Clio webinar.
Learn how to critically evaluate your tech stack and uncover opportunities to run more efficiently.
With billions of users, social media remains the undiscovered country of lawyer marketing. Professional advertising and ethical rules impose a special duty on lawyers that extends to social media.
A virtual meetup to help you reach prospective clients and revamp your firm’s social presence.
Learn how to brainstorm and choose the best ideas, processes, and tech to implement at your firm in this Innovate Legal Online Meetup.
Join Part 1 of Clio’s Virtual Law Firm Bootcamp series for a thorough walkthrough on how to start a new virtual law firm—or how to seamlessly transition your current firm to a virtual setup.
Learn change management strategies for solo lawyers and small firms in this Innovate Legal Online Meetup with leading legal professionals.
Learn the ins and outs of law firm marketing and how the right tools can help you grow your practice ethically.
Learn how the law firms are using ethical legal marketing and the right tools to grow their practice.
Clients love flat fees; lawyers worry about them. Driven by client demand, hourly billing is on its last legs and flat fees are fast becoming the norm in legal billing.
Learn how your law firm can implement online payments to maintain cash flow, get paid faster, and improve client satisfaction while staying ethically compliant.
The concept of Big Data and the analysis of extensive datasets to derive insights is neither a novel nor a new methodology. For decades organizations have collected, normalized and transformed data in order to make…
Law firms can grow in a variety of methods. Law firms can increase caseloads, employees, or efficiency. The best strategies encompass all three. Join this online seminar and learn how to increase growth in all…
Learn how to adapt your tools and processes to streamline your firm’s operations.
Are you a legal aid organization? If so, join us to learn how you can navigate the challenges of working from home to build an effective remote business.
ABA Model Rule 1.1 requires lawyers to keep abreast of the benefits and risks associated with technology. When it comes to storing information digitally, there are risks and benefits - and little room for error.
In a time when clients expect you to be more available, communicative, and understanding, it’s become even more important to find ways to make the client intake process more efficient—and personal.
Learn how and why your firm should take a client-centered approach
Gain a better understanding of the experience clients have with your firm
Learn how to modernize your firm’s processes to create a better client experience
Do you have the information you need to implement cloud computing for your law firm?
Learn how to highlight your skills as you edit your resume and establish your online presence while looking for a new legal job.
Learn specific practices for implementing and measuring a client-centered approach at your firm.
Learn the right tools and skills to ensure your law firm is financially efficient.
Learn from the experts on improving cybersecurity at your law firm—and how cloud technology fits into it.
Learn how to prepare your law firm for unpredictable events, so you’re ready if disaster strikes or you need to pass the torch to a successor.
Go beyond the basics and learn how successful law firms are driving success with online payments for law firms.
With billions of people paying attention, social media has become a popular means of communication, information gathering, and networking. New social media networks are emerging rapidly creating spaces where people talk, text, record, and chat…
Clients need to see the utmost commitment from their lawyers.
When it comes to predictions about artificial intelligence and legal services, much of the press coverage seems to be dedicated to a more Terminator-style villain than friendly robot helper. Predictions include the total replacement of…
Learn about the perks of a more flexible work schedule, and the tips and tricks on setting yourself up for success.
Learn how to scale your business effectively by outsourcing to legal freelancers during busy times.
With tax season upon us, it is time for lawyers to move beyond boxes of receipts and a spreadsheet for managing firm finances. Learn the basics of accounting and how to better manage your funds…
Practicing law is not just about client files and research, but also defining the value of your legal services. Too many lawyers let their businesses suffer, failing to understand the finances of their files.
A virtual meetup to help you retain new clients while working outside the office.
Moving to the cloud offers secure, remote accessibility with the advantage of more reliable, efficient, and collaborative workflows.
Learn about the importance of mindfulness and meditation for lawyers, and how these tools can help lawyers comply with their ethical obligations and become better practitioners.
Mobile devices have become nearly ubiquitous in our society. Consumers have come to expect on-demand services, seamless experiences, and attention, across all industries—including professional services.
Money matters to law firms. From trust accounts to tax compliance, there’s more to running a law firm than issuing invoices and cashing checks.
Learn how to navigate the changing legal landscape by adapting your firm’s processes and mindset.
Register for this webinar to see Clio's new and enhanced features in action and learn how they can help you serve your clients better—from anywhere.
‘Thinking narrow’ is becoming more important than ever before. As consumer spending continues to trend towards specialized services, one-size-fits-all businesses are feeling the squeeze—law firms are no different.
Learn from two industry experts on how to simplify your business with online payments for law firms.
Learn how to manage your online presence and reputation.
Is going paperless really a reality for law firms?
Law firm billing doesn’t need to be complicated, yet many lawyers struggle with it. The average lawyer spends hours drafting, editing, and sending bills—often scheduling several days each month to get bills out to clients.
Learn what A.I. tools are ready for law firms, and how to effectively use them.
There are no simple answers in law—but that doesn't mean clients won't ask what they think are simple yes-or-no questions. Legal answers are inherently complex.
A virtual meetup to help you re-think your firm offerings and strategy in times of crisis.
Hear how internet-based technologies can keep you connected to your team and your clients.
Join the ABA & Clio for this Innovate Legal Virtual Meetup to learn best practices and tools for working efficiently and effectively from home.
A recent study found that 1 in 5 lawyers had problematic drinking habits and 1 in 4 reported high levels of depression. Stress-induced lawyering may be harming your health, well-being, and career.
Have you ever had a client who didn’t pay a bill? If you have, the good news is that there’s a way to minimize the chances of this happening again. And if you haven’t, well,…
Join Clio’s lawyer in residence, Joshua Lenon, as he shows you how to enact a security plan for your law firm with guest Chris Wiesinger of CloudMask, an encryption service provider for cloud-based technologies.
Are your cybersecurity practices leaving your law firm vulnerable?
While many lawyers err on the side of caution by sticking with more traditional approaches, social media has proven itself as indispensable for the legal profession. Social media is no longer an ambiguous gizmo for…
Reliable, detailed information on compensation for solo practitioners and small firm attorneys is surprisingly scarce.
Mid-sized law firms have a natural competitive advantage in the legal marketplace. With less bureaucracy and overhead, they're often better posed for more nimble, personable—and more value-focused—service.
Learn how to better manage your firm’s books (with a little help).
Since 2012, Twenty-one states have adopted rules that require technical competency among lawyers. What does this mean? Lawyers are required to not only keep up with changes to the law and its practice but also…
Legal research is a critical and time-consuming process requiring hours of work and attention. The growth of online research resources and tools has helped to ease these stresses but has brought about a new set…
Most lawyers learn little to nothing about operating a law business in law school, nor do law firms help to prepare their associates to understand the wide range of business issues which are critical for…
A recent study identified three critical success factors that help law firms find and retain the most sought-after clients. Will your clients recommend your firm to their peers?
Law firms are required to hold money in trust. This money is not their own, so they have a fiduciary responsibility to protect and account for it.
Learn the essentials of technological competence for law firms—and why it matters to your firm’s success—in this webinar with Bob Ambrogi and Joshua Lenon.
Learn how a virtual law firm operates, why running one is advantageous to lawyers and clients, and how you can build one of your own.
Navigating the changing Criminal Defense and Personal Injury landscape during the COVID-19 crisis. Join this virtual gathering, as part of our Innovate Legal series of practice area e-meetups.
Navigating the changing Employment Law landscape during the COVID-19 crisis. Join this virtual Employment Law gathering, as part of our Innovate Legal series of practice area e-meetups.
Navigating the changing Estate Planning landscape during the COVID-19 crisis. Join this virtual Estate Planning gathering, as part of our Innovate Legal series of practice area e-meetups.
Learn how to make the most out of Clio’s newest features and integrations at at this upcoming Q&A style virtual meetup.
Navigating the changing Immigration Law landscape during the COVID-19 crisis. Join this virtual Immigration Law gathering, as part of our Innovate Legal series of practice area e-meetups.
Watch this webinar recording to see why over 150,000 legal professionals use Clio’s leading cloud-based legal software.
Learn where to focus your promotional efforts to meaningfully connect with more clients.
In this webinar, you’ll learn more about realization rate, profit per partner—and why these traditional metrics don’t necessarily work anymore for today’s small and solo firms.
Learn how to stay focused in times of high stress and uncertainty.
Learn how law firms use Clio’s industry-leading, cloud-based legal technology to be more productive, efficient, and profitable.
Estates lawyers need to learn the new issues surrounding digital assets and online communications. Are you documenting virtual assets? What are the wishes of the deceased on the disposal of online profiles?
Lawyers are working more than ever before. Hours of billable time are spent doing tedious tasks such as client intake, invoicing, and document creation. You can save hundreds of hours each year by integrating a…
Do you know how to prevent costly malpractice disputes? Join ALPS' Risk Manager, Mark Bassingthwaighte, and Clio's Joshua Lenon as they discuss strategies and tools that lawyers can implement to mitigate common malpractice issues.
Many public legal departments are facing similar pressures — increased accountability and workload with reduced resources.
In this eBook, we’ll explain the 3 core technologies that make a virtual law firm successful, and the benefits they provide.
Every lawyer knows that money matters. That's why it pays to take account of your accounting systems. With the advent of new technologies and legal accounting software, it's time for lawyers to move beyond boxes…
COVID-19 has affected law firms of all types. Based on research data from tens of thousands of lawyers, this guide looks at how lawyers can meet the needs of clients amidst the coronavirus pandemic, and…
Get this free guide today and find an alternative billing structure that works for your firm.
Download our free whitepaper where Jeena Cho, author of ‘The Anxious Lawyer’, outlines the top ten tips on how today’s lawyer can become more resilient and improve productivity by reducing stress and anxiety.
Written by Micky Deming, Director of Business Development at Kahuna Accounting, this guide will help you build a better system and vision for your firm’s bookkeeping.
As a practicing attorney and mindfulness advocate, Jeena Cho (author of The Anxious Lawyer) covers how modern attorneys can ease stress and avoid burnout.
Read about how Big Data is so prevalent and how your firm can use the data available to optimize all aspects of your business.
Learn how cloud-based software can revolutionize your law firm with secure access to your information from anywhere.
Client intake is really about how you sell your legal services, and streamlining your process will help you bring in more business, faster.
Much has changed over the last decade with the introduction of software as a service (SaaS) technologies and the delivery flexibility they offer.
Download our latest guide for Civil Litigators to find out how you can make a difference in your community and run a successful practice.
Download our latest guide for Civil Litigation attorneys to discover the customizations that will streamline your practice and allow you to deliver the best possible client experience and outcomes.
Download this guide—to find out how you too can run a successful criminal law practice while on the go.
Download our latest customer success guide to see how Kate uses Clio to replicate the powerful administrative tools available in large firms, allowing her more time to practise law and win clients.
Download our latest guide to see how this English solicitor has succeeded in establishing a modern, organised, and efficient practice that she can run from anywhere with the help of Clio.
Lean how cloud-based software can dramatically reduce: Acquisition costsInitialization and Annualized operating costs.
In this in-depth guide, we’ll cover practical tips for working remotely, whether you’re completely new to remote work, or whether you’ve tried it in the past.
Written by Brian Focht, the North Carolina Cyber Advocate, this guide covers 12 steps that law firms that take to secure their data and limit the risk of a data breach,
Make a conscious effort to monitor crucial data points, and you’ll be better prepared to make better business decisions for your practice.
A free guide to issues, legal positions, and approaches for UK and European law firms.
Learn more about the untapped benefits—and potential limitations—of the technologies you already use by exploring these commonly upheld tech myths.
This paper will outline the advantages of cloud-based practice management platforms and provide advice on what to look for in diligently selecting a service provider.
If you want to be a successful law firm, you need to understand Key Performance Indicators (KPIs) and how they benefit your practice.
Is your law firm prepared for this competition? With this guide, your firm will be ready. Learn the five areas you need to take on all competitors.
Get this free white paper to learn: what types of lawyers excel in alternative models and how to pick the right model for your practice.
In this free guide, learn how Clio customer Kevin H.Rosenthal has grown his practice and maximized his day by staying lightweight and agile.
This guide will give you a brief primer on the history of Agile, its benefits, and three specific Agile techniques that anyone can adopt to begin improving your practice immediately.
Read this white paper to better understand the cloud, why it makes a difference for law firms, and how to evaluate which cloud technology makes the most sense for you.
Get your copy and start planning for your own firm today!
Learn more about: assessing price versus value, what circumstances can affect your rate and how to calculate an hourly rate.
In this guid you’ll gain insight into five key recruitment practices to Grow Your Law Firm.
See how law firms of any size can transition to remote work—whether temporarily or permanently—so your firm can successfully serve clients from anywhere, at any time.
Learn creative ways to expand your client base via niche and underserved markets.
Learn how cloud-based practice management software can help meet the growing expectations of clients, staff, and an increasingly competitive legal marketplace.
Authored by Megan Zavieh, California State Bar Defense Attorney, learn more about minimizing risk and preventing client claims.
A free guide to attuning your firm in order to maintain success in this new professional era.
This guide will outline more free, practical marketing tactics than you’ll be able to employ.
This guide will discuss: the benefits of going paperless, which pieces of paper you’ll still need to keep and tools you need to take your firm digital.
This paper will address both, and explore the hard numbers of determining realization rates before providing guidance on how to create value-adds that will positively impact both the client experience and firm realization rates.
This scorecard will help you assess where you’re doing well—and where your site needs work. Get opportunities to improve your website and get more clients.
This free report, How to Start Your Own Law Firm, authored by Jared Correia, aims to help new and experienced lawyers with 10 essential steps
This white paper describes how small law firms can operate at a higher level of efficiency and productivity while maintaining cost-efficacy.
In this free guide, we’ll discuss the added business benefits of cloud computing that modern law firms can no longer ignore.
Master online marketing to increase brand awareness and earn more clients. Authored by the leading authorities on legal marketing, this guide will bring you quickly up to speed.
Having remote access and flexible hours can help us get more done in a day, while also keeping more of our personal commitments.
See how this English firm has embraced a modern, virtual model for practising law with Clio.
This guide will help you outline your strategy for earning more, higher-quality leads—through the people you already know.
The paper covers the myriad of issues that arise when law firms debate whether to migrate their practice to a cloud-based environment.
Find out how to pick a Legal Practice Management Solution that best fits your practice with this free whitepaper.
This guide will show you how to streamline your practice with a more lean, organized payment processing system.
In this free guide, we’ll cover four areas that lawyers can focus on to end the year on a high note.
Written in partnership with Evolve Law, this guide will help you develop a comprehensive PR strategy for your law firm that will earn you your next clients.
In this free guide, we’ll cover how to effectively use alternative research resources and an example legal research plan and a fillable template for attorneys to use.
This guide includes a free Lean Business Canvas template for you to utilize to identify new opportunities for your law firm starting today.
Learn how Clio’s unique ledger system can keep your law firm in compliance with industry rules.
Learn about the key findings and takeaways from the 2019 Legal Trends Report, the industry’s leading study of law firms, lawyers, and legal consumers.
Learn how to become an advocate for reform and promote systemic change from within.
Learn the basics of law firm and trust accounting, so you can stay on top of your firm’s finances year-round.
Hear it from a lawyer: Firms that bill and accept payments in Clio on average collect more money, save time, and offer better client service.
Since it was first published in 2001, the Agile methodology has radically changed how companies work. Agile has helped teams excel in rapidly changing environments, while producing amazing results. It has driven the success of…
The practice of law continues to evolve. Lawyers are no longer limited between choosing to work in Big Law or running a solo storefront practice.
Learn how you can set your law firm up for success in 2020. It might be the most important thing you do all year.
Join global legal industry leaders as they reflect on changes in the industry in 2020, and share predictions and tips for building a better normal in 2021.
Learn from industry experts how to make your bankruptcy firm more efficient using technology in this 60 minute webinar.
Join this webinar to learn from an industry expert about how to use technological tools to automate tedious tasks.
When advising law firms, PwC recommends five cloud-based solutions for managing cases, finances, and payroll. Watch now to find out how they can work for your firm.
Lawyer's billing practices are coming under intense scrutiny from clients. A clearly communicated invoice with easy payment options can be a differentiator between you and your competitors (and the difference between whether you get paid…
Learn the latest in law firm cybersecurity, and how to ensure your firm remains as secure as possible in a remote environment.
Law firms working for businesses are finding themselves dealing with at least 7 new types of fees – from blended rates and conditional fees to damages-based agreements.
The average lawyer only bills 28% of an eight-hour workday. That's according to data looking at aggregate and anonymized data from 40,000 firms using Clio, the legal industry’s most trusted practice management system.
Learn from industry experts on how to structure your firm in a way that promotes collaboration, a better client experience, and overall firm growth.
Is your law firm’s business development lacking? Whether too focused on looming deadlines or uncertain of the best development approach for their area of law, many law firms do not focus enough energy on building…
Technology advancements have had a transformative impact on law firms. Whether it is the venerable fax machine or a modern suite of integrated cloud services, no law firm can exist without technology supporting it.
Client confidentiality is the bedrock of any trusted legal practice. It’s a priority that informs everything from personal interactions to firm-level data protection—all of which requires effort, diligence, and planning.
Join Part 2 of Clio’s Virtual Law Firm Bootcamp series, for a deep dive into client intake best practices for lawyers working remotely.
Essentials for Law Firm Success in 2021: Innovating to Grow Your Firm
Which product releases did you miss at the Clio Cloud Conference 2019? Find out in this webinar.
Civil litigators need to build the strongest case possible while balancing client demands, opposing counsel maneuvers, and court orders. Keeping track of deadlines, procedural requirements, and communications for each party is where many litigators struggle.
Your days are spent in and out of the courtroom, your car is a second office, and the notification light on your phone is always flashing. As a criminal defense lawyer, your time is precious.
Family practice lawyers juggle a lot of responsibilities. Not only do they act as advocates, litigators, and financial advisors, they also counsel their clients through high-stress and emotionally turbulent times.
Learn how to navigate the changing legal landscape by adapting your firm’s tool’s and processes.
Often treated as beings of unlimited power and unknowable disposition, judges and their clerks are mysteries to many lawyers. How do you address them? What are you allowed to say to them in the hallway…
Joshua Lenon, Clio’s Lawyer in Residence, shows you how to turn key insights from the 2017 Legal Trends Report into actionable strategies for improving your law firm.
A virtual meetup to help you maintain balance and improve habits during unprecedented times.
Learn how to get your brand to shine in a crowded legal marketplace.
Learn how to streamline your firm’s processes to keep up with the legal industry’s changing demands.
You want to manage your law firm better—with less time and effort. And with Clio, you can. Recognized by over 50 bar associations in the United States and worldwide, Clio’s legal practice management software simplifies…
Learn what cloud-based technology is, and how it can fit into your practice securely and ethically.
This session will focus on strategies specific to mid-sized and large firms.
From working from home to payroll protection programs, find out everything that can affect your firm’s 2021 tax return.
Learn how to ethically streamline and automate the client intake process at your law firm—even when working remotely.
See what Reisman Award-winning firms will focus on in 2021 for continued success.
Learn about the key takeaways from the 2020 Legal Trends Report, the industry’s leading study of law firms, lawyers, and legal consumers.
Learn to save time, reduce outstanding bills, and get paid faster
Learn about US Government Funding options with the COVID-19 crisis. Learn all about the US CARES Act, specifically the Payment Protection Program, and how to get forgiveness on your loan.
Learn how cloud technology, like Clio & Intuit Quickbooks Online, can improve your law firm’s expense management process and increase visibility into your firm’s expenses.
Get access to Clio's ongoing research into the impact of COVID-19 on the demand for legal services and the day-to-day operations of law firms.
In this daily session, you’ll learn how to set up and use Clio Manage to run your practice remotely, how to record billable time, and how to manage clients and matters.
In this daily session, you’ll learn how to manage digital files and emails in Clio Manage, how to share documents securely, and how to request binding e-signatures.
In this daily session, you’ll learn how to start billing your clients remotely to get paid faster—from tracking activities to customizing and sending bills to clients electronically.
In this daily session, you’ll learn the strategies for getting paid quickly and reliably in the cloud, including how to receive credit card and trust account payments.
Every Monday, Wednesday, and Friday, learn how to remotely set up contacts and matters, use client intake forms to acquire leads and onboard clients, and collect e-signatures.
Every Monday, Wednesday, and Friday, learn how to connect your Clio Grow and Clio Manage accounts to simplify client scheduling and matter management.
Every Tuesday and Thursday, learn how to use Clio and other industry-leading tools to remotely collaborate with colleagues and offer a client-centered experience in the cloud.
Learn how to collect more money and save time with Clio Payments in 5 simple steps.
23 questions to ask your case management vendor before signing on the dotted line.
Get a quick overview of Clio Scheduler's functionality in PDF format.
Get a quick overview of Clio Manage's Firm Dashboard in PDF format.
Protect your clients’ information and firm’s data with top security features and protocols. Here are the measures Clio takes to keep your information secure.
Get a quick overview of the Clio Mobile App's features and functionalities in PDF format.
Get access to the legal industry’s first longitudinal analysis on how law firms succeed—and how they struggle.
Learn how to set-up Clio Payments for your firm in a few simple steps
Discover how Locks Law used cloud technology to increase data security (better than ever before), stay organized, save on operational costs, and more.
Get in-depth analyses on today's legal consumer: Learn what makes them hire, what makes them recommend your services, and how they want to communicate with their lawyer.
Learn how law firms spend their non-billable time, and how this affects average billables at the your law firm—plus, get new research on what clients look for when looking to hire a lawyer.
Jennifer Reynolds understands that the needs of her clients go beyond building a case.
For Criminal Defense attorney Robert Guest, the days of lugging around cumbersome paper files from one court appearance to the next are long gone. He now defends his clients armed with nothing more than his…
Learn how the right data insights can change how you run your business—and which insights are most crucial to law firm success. Don't miss insights on the lawyer's efficiency funnel, and where firms are missing…
The divergence between being a good criminal lawyer, and becoming a superb one, isn’t in the cases you take on but in how they are managed. Making this leap requires you to let go of…
Your clients have become accustom to streamlined and convenient customer experiences — paying bills is no exception. Unlike the majority of modern businesses, most lawyers still mail invoices, don’t accept credit cards, and wait up…
Family Law is full of detail and document intensive workflows — often repeated case after case. From collecting personal details and timelines of key events, to keeping track of financial records, building a comprehensive knowledge…
Every client expects you to deliver a win and as a civil litigator it’s your duty to build the strongest case possible to ensure that this happens. Hours of your day are spent managing clients,…
Practicing law in a time of economic instability has been a common theme for thousands of practitioners over the last decade. Lawyers who have adopted technology and have found alternative solutions to the time-consuming aspects…
Family Law is largely a delicate balance of helping a client transition through life-changing decisions and managing the practical aspects of the law. There’s no one-size-fits-all solution for every case, but there are common threads…
The decision to leave Big Law and start an independent practice can be a challenging adventure. It’s even more of an undertaking when your chosen practice management solution has just opened it’s doors and you…
The pressure of managing your firm’s operations while growing your practice is a monumental challenge.
Many firms are using multiple, standalone solutions to manage the day-to-day operations of their practice.
Running your practice demands a lot of time and energy. So, when you start feeling the pressure, it’s time to hire a personal assistant to help organize your tasks, manage your calendar, facilitate billing, coordinate…
If you are like most solo and small firms, growing your practice feels like a daunting challenge. How do you identify and acquire the right kinds of clients, provide the services those clients need in…
Valentine’s Day is right around the corner and love is in the air—and what better time for lawyers to revisit what they love most about the practice of law? After all, when was the last…
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