Handle documents with ease
Keep your legal files all in one place and search and organise your documents efficiently. Collaborate with your clients and keep track of changes and edits with our integrated versioning. Eliminate the security risk of emailing sensitive documents by using Clio’s private portal to share and collaborate with only the right contacts.
Create documents in seconds
Instantly streamline and populate new documents using Clio’s automated document templates. With this automation feature, you no longer have to find and replace names and addresses manually.
Maintain confidentiality using our client portal
Safely share documents with your clients using Clio Connect, a private portal offering a convenient yet secure means of collaborating online. We use bank-level security with SSL encryption, daily audits from world leaders in Internet security, and a strong Terms of Service and Privacy Policy to support your duty of confidentiality.
Integrate with popular cloud storage providers
Clio is tightly integrated with leading cloud storage services including Dropbox, NetDocuments, Box, and Google Drive. Access your documents, do research, and see your revenue and expenses.