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Clio

Name: Clio
Rating: 4.5 (2 reviews)

By Clio

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Highlights : About Clio

Capture and track time from any screen

Personalize client invoices with themes and customizations

Save billable tasks and expenses to clients and matters

Never miss a deadline with Court Rules and Calendaring

About Clio

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables legal firms to track important deadlines, manage cases and documents and bill and collect from clients. The time tracking feature helps users manage tasks for the day, week or month and track billable time directly. The practice dashboard displays billable hour targets and goals and how well users are progressing against them. Accounting and billing capabilities let clients access information via email and a secure client portal. Clio Payments allows lawyers to receive payment to either a client’s trust or operating account.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Capture and track time from any screen

Customize matter view to your practice area needs

Personalize client invoices with themes and customizations

Industry-approved trust accounting features

Save billable tasks and expenses to clients and matters

Complete legal accounting with Xero and Quickbooks

Never miss a deadline with Court Rules and Calendaring

Securely send and receive online client payments within Clio

Use document templates to save time on repetitive tasks

Use integrations like Office 365 to eliminate dual entry

Keep track of everyone’s schedules with a central calendar

Securely update clients through Clio’s client portal

Seamlessly integrate with top productivity tools

Practice from anywhere with our iOS and Android apps

Benefits

Manage every stage of the client journey and convert more prospects with Clio Grow, the CRM designed specifically for law firms.

Get instant visibility into your firm's financial performance with firmwide and matter dashboards.

Enable your clients to seamlessly pay legal bills online or in office with Clio Payments.

Save yourself administrative time by using Clio to manage calendars, documents, tasks, bills, time entries, and more.

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