Turn inquiries into matters
Capture the issue, urgency, and contact details once, then open the matter with the client history already attached.
Handle intake, legal work, deadlines, and billing without a second system
Research and draft from the file
Find cited authority and start a first draft from the matter's facts, then review it before anything goes out.
Keep every deadline in view
Confirm the draft deadlines Clio prepares from supported documents, with reminders that keep the next step visible.
Get paid while the work is fresh
Turn time and expenses into bills, send payment links, and see what's still unpaid without rebuilding the month.
Bring in clients without losing the details
Use online intake forms, consultation booking, and conflict checks to capture a prospective client's issue while interest is high. After-hours responses and fit screening keep good leads warm, and what you collect becomes the starting point for the matter.
- Check conflicts at intake. Search client and matter records before you take the case.
- Send the engagement letter. Collect e-signatures and request retainers from Clio.
- Follow up automatically. Keep good-fit leads moving with reminders and intake forms.
Go from legal question to cited answer to first draft
Bring the matter's facts and documents into legal research alongside authoritative sources. Review the citations, decide how the law applies, and carry the reasoning into a first draft without rebuilding the context in another tool.
- Trace every answer. Cited authority links to the passage it came from.
- Reuse your best documents. Turn approved Word documents into smart templates.
- Fill court forms faster. Populate supported court forms from matter details.
Let the calendar carry the follow-through
Confirm the draft deadlines Clio prepares from supported court documents, with the source beside each date. Tasks, reminders, and matter stages keep the next step visible when another client needs you first.
- Build dates from court rules. Calculate deadlines from the rules in covered US jurisdictions.
- Stay on top of tasks. Task lists and reminders run for each matter type.
- Share securely. Send documents and messages through the client portal.
Turn finished work into revenue while it's fresh
Track time and expenses where the work happens, and Clio can prepare draft bills for your review. Payments, trust activity, and reports stay with the matter, so you can see what's billed and what's unpaid.
- Get paid online. Send payment links and offer payment plans.
- Keep trust in order. Track trust activity and reconcile without a spreadsheet.
- See how the practice is doing. Reports show time, collections, and revenue in one view.
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400,000+ legal professionals trust Clio
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100+ law societies and bar associations recognize Clio, including all 50 state bar associations in the US
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4.7 average rating across 13,000+ reviews
Solo law firm software FAQs
What is solo law firm software?
Solo law firm software helps one lawyer, or a lawyer with a small support team, manage prospective clients, matters, documents, deadlines, communication, time, billing, trust, and payments. Clio connects that work with cited legal research, drafting, and legal AI, so one record supports both the business and the practice of law. See Clio in action.
How is Clio different from basic practice management software?
Practice management organizes the record. Clio's legal AI also uses the matter, documents, deadlines, and financial activity alongside authoritative legal sources to surface priorities and prepare work for your review. The approved result stays with the matter instead of living in a separate tool.
Can Clio help a solo lawyer bring in new clients?
Yes. Clio supports online intake forms, consultation booking, conflict checks, pipeline tracking, engagement documents, e-signature, and payment requests. Clio can also respond to inquiries after hours and screen them against the criteria you set. Get a demo.
Can Clio help with legal research and drafting?
Yes. Clio's legal AI researches legal questions using authoritative sources and returns cited answers you can verify. It can also prepare first drafts from the matter's facts, and your approved Word documents can become reusable templates. You review every document before it goes out.
Can Clio track court deadlines?
Yes. Clio supports calendars, tasks, reminders, matter stages, and court-rules calendaring in covered US jurisdictions. Clio can identify dates in supported court documents and prepare deadlines for you to verify before they're added to the calendar.
Can Clio track time, send bills, and collect payments?
Yes. Clio supports time and expense tracking, flat fees, billing, online payments, payment plans, trust accounting, and collections. Clio can also prepare draft bills from recorded time for your review. Book a demo.
Is Clio secure for a solo law firm?
Clio completes independent SOC 2 Type II and SOC 1 Type II audits every year, encrypts data in transit and at rest, and supports your HIPAA obligations for client data. Role-based permissions, two-factor authentication, and activity logs keep access under your control, and your data isn't used to train AI models.
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