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Downloadable Client Intake Checklist

Use Clio's Client Intake Checklist to create a legal client intake process that ensures your law firm is onboarding the right new clients efficiently…

Guide
Clio Resource

How Clio "Makes Our Life Easier" at Nazareth Bonifacino

With Clio, Ginny Bonifacino and Natasha Nazareth are able to provide 5-star service to their clients while maintaining work life balance.

Customer Story
Nazareth Bonifacino Law Benefit

Engagement Letters 101: What Your Law Firm Needs to Know

An engagement letter can make or break your lawyer-client relationships—and a great one can lead to a great client experience and more business for…

Article 11 minutes well spent
Quill pens signing an engagement letter

The Power of Clio—‘The Work of 20 People, But All Done By Me’

Danelle Harvey-Jacob, ESQ, LLM, is a seasoned entrepreneur with experience setting up successful businesses with a $0 budget.

Customer Story
Harvey-Jacob Law

‘I’d Rather Go with the Top Dog in the Space’—How Clio Compares

David A Boag, Founder and Managing Principal of BOAG Law, had been using another practice management solution for about nine months before he decided…

Customer Story
Boag Law

‘Get to the Actual Case Work’ by Automating Routine Work

When Sarah E. Wilson first started her solo practice, she knew that she’d be taking on a whole realm of new administrative responsibilities—in addition…

Customer Story
Sarah Wilson Law Firm

Clio Grow Revolutionized Client Intake at Evolve Family Law

Jayda Brimble, Onboarding Specialist at Evolve Family Law, is the firm’s linchpin to everything related to the client intake. Clio not only helps Jayda…

Customer Story
Clio Resource
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