Store an unlimited number of documents and files in Clio
Save text, image, audio, and video files with the benefit of unlimited storage, and know they are automatically backed up and can be bulk-exported at any time.
Produce legal documents instantly
Save yourself hours by preparing legal documents in seconds. Create templates that will pull contact, case, and other Custom Fields information automatically.
Enjoy seamless document editing
Use your favourite document editor (including Office 365) with Clio Launcher to keep every edit in sync in Clio. Open, edit, and save documents directly from Clio in just a few clicks.
Find what you need instantly
Use Clio's search bar to quickly retrieve documents based on title, metadata, or text contents. Filter and sort documents by category, author, and date.
Make accessing documents easy for everyone
With a few clicks, share documents with clients and co-counsels using our fully encrypted and secure client portal, Clio Connect. Set permissions to limit access to those authorised.
Get documents signed electronically
Review, prepare, and send out documents for signature by email. Eliminate the hassle of downloading, printing, or scanning as signed documents get automatically and securely saved in Clio.
Track document changes
See who has edited a document, when they made a change, and the changes they made. Open the file in your document editing software or preview it right in Clio.
Sync documents with any tool you use
View, edit, and save documents directly from Clio to Dropbox, Box, OneDrive, NetDocuments, and Google Drive. Save emails and attachments from Outlook or Gmail to specific matters, or scan documents to Clio using the Fujitsu ScanSnap document scanner.