Easily Manage Cases
Handle matters effortlessly and increase productivity.
THE #1 LEGAL PRACTICE MANAGEMENT SOFTWARE
More lawyers use Clio than any other legal AI software.
Case closed.
With built-in AI capabilities for working smarter, Clio is the highest rated and most reviewed of any legal software with 4.7/5 stars across 3,300+ reviews on G2 Crowd, SoftwareAdvice, Capterra, and Lawyerist.
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Comprehensive AI software for lawyers that is user-friendly and incredibly powerful
Client intake & CRM
Case & Matter Management
Document & File Mgmt
Billing & Invoicing
Payments (ACH, eCheck, Credit)
Time & Expense Tracking
Workflow Automation
Legal Calendaring
Secure and Compliant
GDPR, PCI, HIPAA, and SOC2 compliant.
Seamless Collaboration
Enhance client communication with easy-to-use tools.
Grow Your Business
Boost cashflow and efficiency with Clio.
Legal practice management software that works for every member of your firm
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
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
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
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
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
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
Approved by 100+ bar associations & law societies
Clio is the only legal software on the market approved by all 50 state bar associations in the United States.
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Clio is 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.
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
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
An award winning platform, loved by our customers
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I could not imagine running this firm without Clio. I would be spending half of my day on administrative tasks. It would not be productive. If you’re considering adopting Clio, it’s simple. Do it. Do it yesterday.
Karine E. Sokpoh Managing Attorney at 402 Legal
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The results have been incredible. Clio turned us from a $4-million firm to a $15-million firm in four years.
Brian King Managing Partner, King Law
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Use Clio and you will have everything in one place – from clients and matters to payments. It’s the most user-friendly, intuitive software out there.
Anna Valiente Gomez Solo Attorney, Attorney At Law
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It’s the hub for the firm. Everything is in one place.
LaToya McBean Pompy Founder and Attorney, McBean Law
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We were managing 200 cases with three of us for a while. You just can’t do that without something like Clio to keep everything in one place.
Spetsas Buist PLLC -
When I took over the firm, we did about $250,000 per year. This year we’re going to finish at about $600,000, and based on our pipeline report, we expect to do $1.4 million next year. That’s pretty good growth, and we couldn’t have done it without Clio.
Kirshbaum Injury Law
Frustrated by outdated legal software?
We understand migrating data from one system to another can be overwhelming. That’s why our dedicated onboarding team is ready to assist your firm’s transition to Clio.
Migration
Consultation
Data Export
& Processing
Data Import
& Review
See for yourself how 400,000+ legal professionals like you use Clio to manage their workload.
Unlimited data storage
Maintain full data ownership, and control it all with multi-level user permissions.
Award-winning 24/5 support
Get the help you need, when you need it with unlimited support by phone, email, or live chat.
Worry-free data migration
Bring in your data regardless of user count and get set up in a way that works for your firm.
Industry-compliant online payments
Accept client payments anytime, anywhere with competitive processing rates and no hidden fees.
Integrate Clio with the tools you already use and love.
With over 250 apps available in the Clio App Directory, the tools your firm loves and needs are only a click away.
Join thousands of legal professionals at the legal industry's #1 conference
Frequently Asked Questions about Clio's legal software
What is the best legal software?
Clio is trusted by over 150,000 legal professionals and is approved by more than 100 bar associations and law societies worldwide, making it the best legal software for law firms. In addition, Clio has an average rating of 4.5/5 stars across 3,000+ reviews on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist.
What happens when a potential client actually 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.
Why should my law firm use case management software?
From automation to document creation, legal case management software keeps you organized on matters and cases, so you can manage more clients in less time and streamline your business at every step.
Case management solutions help lawyers spend more time focusing on practicing law and serving clients, and less time doing administrative and non-billable tasks.
What kind of customer support is included?
The best support. We offer unlimited support 24 hours a day, 5 days a week, so we can answer any questions you might have without impairing your working day.
How do I transfer my current cases into my new software?
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.
What features does legal case management software have?
The following are all crucial features to look for in legal software packages. We have listed all these features below so you know what you are looking for when the time comes to implement a software solution at your practice.
Case management: The ability to manage clients and cases and keep all case information organized. This enables you to quickly refer to notes about the case and prepare for court in the most efficient way possible.
Client/contact management: Case management also takes place on a per-client or per-contact basis, so managing your face to meetings and calls with the client is crucial.
Task management: The ability to create and assign tasks to different staff and lawyers. Sophisticated solutions like our legal case software can automate parts of this process when a case is created. Our software suite even allows you to automate the billing process so you can reduce any potential cash flow problems you might encounter.
Calendar: Your case management tool needs a full calendar with capabilities to manage your busy schedule, as well as sharing your calendar with colleagues. That way you can avoid possible dreaded meeting room clashes.
Timekeeping: The ability to enter time as you work or after the fact. Case management software with timers helps you capture more billable time while you work. This means you will be able to streamline your billing process and keep on top of all the cases your practice handles.
Email: Your legal case software should integrate with your chosen email provider. This makes it easier for lawyers to file emails to cases and follow-up on any developments. Another email feature you might be interested in is whether your chosen software can create a database of email addresses for each case the lawyers at your practice are currently working on.
Document management: Can you use it to organize and store documents, and collaborate on them? Does it integrate with GSuite or your Microsoft Office package? These are questions that need answering so you can fully integrate your chosen software solution into your workflow.
Document automation: Many case management softwares allow you to use templates to automatically create new documents, saving lawyers valuable time.
Accounting: Your legal case software may not have a full accounting solution, but you should be able to reconcile accounts and view balances and transactions. You can also use the software to set up invoice reminders and automate the collections process. Therefore, this reduces the time you spend chasing up invoices, asking lawyers to send out invoices or getting invoices validated.
Trust accounting: The ability to track transactions related to operating accounts and trust accounts separately. The software should also allow you to send notifications through to trustees when their account has reached the minimum amount and needs topping up.
Invoicing and billing: Your practice management software should help you seamlessly generate bills and send them to clients. This saves you considerable time and money and allowing you to focus on the more important tasks like answering client questions and reassuring clients.
Online credit card payments: More and more clients want to pay their lawyers via credit card or online. Your practice management software should offer the option to process payments via credit card, making it more convenient for your clients.
Client portal: For sharing sensitive files and communications, an encrypted client portal with your case management software is the best option for ensuring client information is kept confidential. This portal should also allow you to schedule client appointments and phone calls so that you can make sure they are well looked after, therefore, contributing to building up a solid business relationship with your clients.
Integrations: Your practice management software is the central hub for your law firm, but it needs to connect with the tools you already use and tools you might want to use in the future. You need to make sure it connects to your email client, your accounting software, and any other tools you need. Integrating all those tools will allow for a smoother workflow and increased productivity.
Reports: How is your firm doing financially? How are you tracking against your goals? Your practice management software should be able to give you key business insights to answer these questions. It should provide you with options to automate these reports or to email them through to you on a scheduled date.
Does Clio's legal billing software integrate with Quickbooks?
Yes! Clio’s legal billing software integrates with Quickbooks. Read this Help Center article to find out how to sync Quickbooks to your Clio account. It is easy to do and quick to connect.
Can I set permissions and restrict access to specific documents?
Yes, 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.
What are the system requirements for cloud-based legal practice management software?
The only system requirement for Clio’s cloud-based legal practice management software is your internet browser (with an internet connection).
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