Clio Suite

Because a lot happens between the first call and the final invoice

Get unmatched performance with the Clio Suite, the industry’s only end-to-end software solution for law firms.

Clio Suite is the industry’s only end-to-end software solution for law firms.

The Clio Suite brings together Clio Manage, our leading legal practice management software, with Clio Grow, our client intake and legal CRM software, to create the only solution of its kind.

Drive your business forward—efficiently

Standardize your firm’s processes and automate tasks throughout the client lifecycle.

  • Sync your calendars across Clio Grow and Clio Manage.
    • Add potential client information and open new matters easily with Quick Intake.
    • Use checklists and automated reminders to stay on top of tasks and appointments.
  • Connect client information across platforms

    Get unparalleled accuracy and eliminate data entry, with easy data synchronization across Clio Grow and Clio Manage.

  • Client information syncs automatically across Clio Grow and Clio Manage.
    • 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.
  • Keep clients in the loop

    Deliver a great client experience—every time—using legal software built to improve how your firm operates.

  • Make payments easy for you and your clients with Clio Suite.
    • Use features such as Clio Manage’s secure client portal for efficient client collaboration.
  • Get insight into your firm’s performance

    Use powerful reporting across your firm to make better business decisions.

  • Get in-depth reporting on what’s driving revenue and boosting productivity from an easy-to-use dashboard.
    • Estimate matter values in Clio Grow, then track amounts billed, unbilled, and collected in Clio Manage to compare estimates to your actual matter totals.
  • Everything you need to manage and grow your firm

    Clio Manage features

    • Case Management

      Stay organized, and access the information you need—from anywhere, at any time.

    • Document Management

      Edit, store, and organize your legal documents securely and directly in the cloud.

    • Billing

      Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.

    • Contact Management

      Easily organize contact details, documents, and communication logs from intake to invoice.

    • Accounting

      Simplify reconciliations and comply with trust accounting regulations. Sync to third-party accounting systems.

    • Calendaring

      Stay on top of deadlines, with legal-specific features like Court Rules.

    • Task Management

      Assign and track tasks. Report on task progress, identify roadblocks, and better manage productivity.

    • Online Payments

      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.

    Clio Grow features

    • Client Intake

      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.

    Get more than just software

    Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.

    • Security

      Protect your clients’ information and firm’s data with industry-leading security.

    • 24/5 Support

      Get exceptional customer support from an award-winning team that’s dedicated to your success.

    • 150+ Integrations

      Visit Clio's App Directory, our growing portfolio of integrations, to instantly connect, expand, and sync your tools.

    Get started today

    See how Clio can help your law firm get organized and practice more efficiently.

    Get Started Schedule a Demo