What is Clio for Clients?
Clio for Clients is a new client-lawyer communication portal that enables clients to work with their solicitor or barrister from anywhere.
Accessible from anywhere
Clients can communicate with their law firm and receive legal matter status updates from any device.
Easy, secure login
Clients will receive a signup link in an email from their lawyer. Once set up, clients can access the portal securely via Face ID or Touch ID, or their fingerprint if using the mobile app.
Mobile document scanning and uploading
Users can scan documents that are then converted into a PDF and automatically cropped and adjusted for clarity. Documents can also be uploaded from other apps (e.g. Gmail, Dropbox) or from the device’s camera roll.
Make the most of everyone’s time
Take the review process online and eliminate the need for your clients to take a day off work just to meet with you.
Log client communication and documents efficiently
Clients can securely send messages and attachments to you. If a client messages or shares a document with you, it will automatically be saved to their respective matter.
Eliminate unnecessary back-and-forth communication
Clients can access their matter communications and documents at any time, eliminating the back-and-forth communication required of you.
Stay connected to your clients
Clio for Clients makes it easy for your clients to feel connected to their law firm and understand the progress of their legal matter or case.
Deliver a better experience for your clients
Update your clients on the status of their case in real time through Clio’s portal for legal clients. Make it easy for them to find what they need by centralising case updates.
Make it easy to get what you need
Because access to home printers varies, clients can send you files using the mobile app’s built-in document scanner or by uploading images from their camera roll.
Frequently Asked Questions
How does Clio for Clients work?
Using Clio for Clients, a client-lawyer communication portal, law firms can push key details like status and next steps for their clients to access on demand. Clients can scan and share documents, access their case details in a central spot, and message their lawyer or others at the firm.
Learn more about what features are available and how it works in our Help Centre.
How do lawyers communicate with their clients?
Lawyers communicate with clients in a variety of ways, including email, phone, in-person meetings, and client-lawyer communication apps like Clio for Clients. However, as highlighted in Clio’s 2020 Legal Trends Report, law firms using client communication apps are performing better and collecting more revenue than those who are not. This is likely in part due to the client-centred experience that leaves clients recommending the firm to others and because in-app updates and collaboration is more efficient and cost effective for both the law firm and client.
Why is it important for lawyers to talk to their clients?
A client’s case can be the most important or stressful moment in their lives. They are putting their trust in you and your firm, and even if you have things under control, if they can’t see it, they may be left questioning your skills. By enabling them to access their case at any time, and providing updates remotely, you can not only meet their expectations but exceed them.
I have the Clio for Law Firms and Lawyers app—how is it different?
The Clio for Law Firms and Lawyers app is for lawyers and law firms to get work done when away from the computer. With the Clio for Law Firms app, you can access matters, documents, contacts, notes, and calendar from your mobile device. The Clio for Clients mobile app on the other hand, is for the clients of law firms to communicate and share information with their lawyer.
Get started today
See how Clio can help your law firm get organized and practice more efficiently.