More lawyers
use Clio than any
other law software.
Case closed.

Once a potential new client has been retained, you can easily transfer their details from Clio Grow to Clio Manage, our legal practice management software.

Client intake software automates and organizes the client intake process. This includes collecting information on potential new clients, making sure they’re a good fit for your law firm, scheduling consultations and other client intake meetings, and retaining them as a paying client.

The main advantage of legal billing software is that it allows firms to reduce time spent on invoicing, billing and collections. The best online legal billing software is customizable, with branded invoices and flexible billing plans available to help you get paid faster. Create reports to get a clear picture of outstanding balances/accounts receivables that can be filtered by matter or person.

Yes, very easily. Clio’s legal billing software integrates with Quickbooks and many other third party tools.

Legal case management software provides you with an overview of your law firm’s cases and their affiliated details, including deadlines, documents, notes, bills, and more. Legal case management solutions cover accounting, scheduling, time tracking, and more.

All these are features that will help you manage your practice more efficiently, contribute to better cash flow management, and ease collaboration on cases. This will give you more time to work on tasks that will bring money into your legal practice.

Our data migration team can assist in bringing over information from another legal case management solution to our software so that you don’t have to do it manually.

Before selecting a legal document management solution, ensure it has the following features: Unlimited document storage: You should be able to store everything you need for every case in a secure location.

Security: Your legal document management system should store and back up all of your files securely.

Permissions controls: You should be able to control who can view and edit documents in your system. Advanced search: Your system should be able to search text within documents of various file types (Word, PDF) so you can quickly find what you need.

Version control: Easy tracking of the last updated version of a document as well as previous versions.

Document automation tools: Your legal document management software should help you quickly create letters and other key documents automatically from templates.

Electronic signatures: You should be able to have clients easily sign legal documents electronically. Integrations: Your document management tool should integrate with other document creation and storage programs such as Box, DropBox, OneDrive, or Google Drive

You can use Clio’s user permissions to restrict access to specific users at the Matter level. Only those who have permission to a Matter will be able to access the documents within that Matter.

Yes very easily actually. You can add documents into Clio from another system. Learn how to do it in 5 steps here. We also integrate with popular document systems such as OneDrive, Box, Dropbox, Google Drive, and NetDocuments—making the migration process that much easier.