- Automate tedious client intake and case management tasks, and focus on work that benefits your firm—and your clients—the most.
- Add potential client information and open new matters easily with Quick Intake.
- Sync your intake and practice management calendars across Clio Grow and Clio Manage—use one scheduling platform.
- Use checklists and automated reminders to stay on top of tasks and appointments.
- Track potential clients and collect matter details in Clio Grow, with features like Online Intake Forms and the Matter Pipeline.
- Export relevant documents and information from Clio Grow to Clio Manage, so every detail is ready to go.
- Know what’s driving your business by identifying your most valuable referral sources, clients, and matter types.
- Estimate matter values in Clio Grow, then track amounts billed, unbilled, and collected in Clio Manage to compare estimates to your actual matter totals.
Stay organized, and access the information you need—from anywhere, at any time.
Edit, store, and organize your legal documents securely and directly in the cloud.
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.
Easily organize contact details, documents, and communication logs from intake to invoice.
Simplify reconciliations and comply with trust accounting regulations. Sync to third-party accounting systems.
Stay on top of deadlines, with legal-specific features like Court Rules.
Assign and track tasks. Report on task progress, identify roadblocks, and better manage productivity.
Get paid faster and make it easier for clients to pay by accepting online credit card payments.
Time & Expense Tracking
Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.
Simplify client intake and eliminate data entry and non-billable tasks for your firm.
Client Relationship Management (CRM)
Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.
Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
Workflow & Email Automation
Turn legal client intake processes into an organized and automated system.
Reporting & Data Insights
Understand revenue and productivity drivers, and where your most valuable clients are coming from.
Protect your clients’ information and firm’s data with industry-leading security.
Get exceptional customer support from an award-winning team that’s dedicated to your success.
Visit Clio's App Directory, our growing portfolio of integrations, to instantly connect, expand, and sync your tools.