Star Rating Feb 2025

 

#1 LEGAL PRACTICE MANAGEMENT SOFTWARE

Leading Legal Client Intake & CRM Software

Use Clio’s legal CRM software to easily onboard and manage clients, creating an engaging relationship from day one.

Get rid of manual input and automate your client intake
Build strong relationships with current & potential new clients
Get an overview of their contact and matter details
See the current status of each potential or retained client

Easily organize contacts

Tag and categorize potential clients, existing clients, and professional contacts in our legal CRM software, so you can find who you need, when you need them.

Know the status of every client at a glance

See the current status of each potential or retained client. Get an overview of their contact and matter details from an easy-to-understand dashboard.

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Approved by 100+ bar associations & law societies

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Comprehensive CRM software that meets the needs of your firm—and your clients

  • Billing

    Make it easy to send bills & get paid

  • Client Onboarding

    Easily attract and win new clients

  • Document Management

    Every document, accessible from anywhere

  • Calendaring

    Reminders to hit every deadline

Clio, an easy-to-use solution for any legal practice

Efficiently manage your firm

Set your team up for success with a solution that makes everyone’s day-to-day smoother.

Standardize workflows

Simplify billing and payments

Smooth out document management

Improve collaboration

Analyze your financial performance

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Maximize billable hours with smoother processes

Manage cases from one hub

Get an overview of your billables, case progress and more

Communicate with clients more efficiently

Collaborate effortlessly with your team

Improve your work-life balance with streamlined workflows

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Software that supports you, so you can support your firm

Organize and access documents efficiently

Track time and expenses with precision

Easily manage deadlines

Streamline client communication

Effortlessly organize your day-to-day

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Consider Clio admin support for legal admins

Streamline your day-to-day tasks

Simplify accounting and billing

Keep the firm running smoothly

Improve communication and collaboration

Efficiently manage clients

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Industry-leading security protocols mean you can rest easy know your firm is safe.

Easily manage user roles and permissions

Double down with Two-Factor Authentication

Reduce data loss risks with automated backups

Unprecedented security including 24/7 monitoring and regular security audits

GDPR, PCI, HIPAA, and SOC2 compliant

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Streamline your legal billing while improving cashflow

Get paid faster with online billing options

Easily create and track invoices

Simplify trust accounting

View real-time insights on your financials

Take advantage of intuitive accounting software made just for law firms

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Clio—designed and built to meet the exact needs and nuances of your law firm

Every practice area. Any law firm size, small or large.

Legal practice management software customizable for all firm sizes

You’re not just practicing law—you’re running your solo firm. Prioritize your clients and cases, and let Clio handle the rest.

Track every minute of work–without working more

Work anywhere: Secure access on desktop or mobile

Close cases faster: Automate docs and store them securely

Stay connected: Integrate your favorite tools

Get paid faster: Flexible, easy payment options.

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Small law firm software designed to drive big impact. Focus on what you do best, and let Clio do the rest.

One centralized system to store all documents, matters, and client communication

Use AI to log billable work–without the hassle

Create a library of reusable document templates

Shrink the time needed for billing and get paid faster

Delegate tasks like creating calendar events and notes

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Software your entire firm can agree on. Discover why mid-sized and large firms consider Clio the gold standard.

Take control of firm operations, boost growth, and improve client satisfaction

Optimize billable work, outpace competition, seamlessly integrate Clio into your tech stack

Gain insight into firm performance, revenue, expenses, employee productivity, and sales

Dedicated onboarding team to assist your firm’s transition to Clio

Financially-backed 99.9% uptime guarantee

Unparalleled security standards

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Legal CRM software that’s secure, reliable, and scalable for firms of all sizes.

  • Lawyer security statistics 2025

    Industry Leading Security

    Every byte of data—yours and your clients’—securely stored in the cloud.

    Dedicated 24x7x365 security team
    Continuous vulnerability monitoring
    GDPR, SOC2, PCI compliance, and more

  • Award-winning Care

    Award-Winning Care

    Exceptional customer care from the most experienced team in the industry, 24/5.

    Free on-demand training
    Data migration support
    Comprehensive self-serve support site

All your favorite tools, working together

With over 200 apps available in the Clio App Directory, the tools your firm loves and needs are only a click away.

250+ app integrations

Legal CRM software FAQs

What is legal CRM software?

Legal client relationship management (CRM) software helps law firms manage business development functions such as client intake, client scheduling and follow-up, revenue tracking, and more. 

In short, legal CRM software addresses the client intake process of turning potential new clients into retained clients.

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Who at my firm will use legal CRM the most?

Anyone can benefit from legal CRM software as it assists with potential client data collection, intake form creation, client and lawyer appointment and reminder scheduling, and task assignment. Based on the size of your firm and role specializations, that could include administrative and support staff, lawyers, and firm owners.

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What is the best legal CRM software?

Clio is trusted by over 150,000 legal professionals and is approved by more than 90 bar associations and law societies worldwide, making it the best legal CRM software for law firms. In addition, Clio has an average rating of 4.5/5 stars across 3,000+ reviews on G2 CrowdSoftwareAdvice.comCapterra, and Lawyerist.

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What's the difference between legal CRM software and spreadsheets?

Legal CRM software is a specific database made for client management, and it is organized in a way so that it’s easily accessed, managed, and updated. Legal CRM software has additional features such as a calendar for scheduling appointments, and online intake forms you can send to clients.

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What can Clio's legal CRM automate and streamline?

Our legal CRM software automates day-to-day client management tasks such as follow-up scheduling, data entry, document generation, and more. 

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What happens when a potential client becomes a client?

We offer an end-to-end solution to managing and growing your firm. Once a client is secured, you can seamlessly transition their case information into our legal case management software.

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See what else Clio's legal CRM software can do for your firm

Trusted by over 150,000 legal professionals, and approved by 90+ bar associations and law societies worldwide, our legal software is the clear choice amongst lawyers.

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