Clio - The #1 legal practice management software

Clio The #1 legal practice management software

Paid

From 49$

Home: https://www.clio.com

#case management
#client intake
#billing
#document management
#practice management
#legal software

Visit Clio

What is Clio?

Clio is a comprehensive, cloud-based legal practice management platform designed to streamline operations for law firms. It provides a centralized system for managing all aspects of a legal practice, from initial client intake to final billing and accounting.

The platform enhances efficiency by automating tasks, centralizing case information, and facilitating seamless communication between legal professionals and their clients. Clio prioritizes data security and offers 24/5 support, ensuring that firms can operate effectively and securely.

Features

Case Management: Centralize all case-related information, documents, and communications.
Client Intake & CRM: Streamline client intake with online forms and automate follow-ups.
Billing & Payments: Simplify invoicing, offer online payment options, and automate reminders.
Document Management: Securely store, organize, and access case documents.
Task Management: Assign, track, and manage tasks to ensure deadlines are met.
Calendaring: Manage appointments, deadlines, and court schedules.
Client Portal: Enable clients to access case updates, documents, and invoices through a secure portal.
Accounting: Track all financial data,automate financial entry, reduce errors, manage transactions.
Time & Expense Tracking: Accurately record billable time and expenses.
Integrations: Connect with over 250 popular applications like Office 365, G Suite, and Zoom.

Use Cases

Centralizing case and client information for easy access.
Automating billing and payment processes to reduce administrative overhead.
Improving client communication and satisfaction through a secure portal.
Streamlining document management and reducing paper usage.
Managing tasks and deadlines to ensure efficient case progress.
Integrating with existing tools and workflows to enhance productivity.

FAQs

What kind of support is available?

Clio offers 24/5 support via phone, email, or live chat, along with a comprehensive self-serve support site and on-demand training.
What kind of training is available?

Clio provides free on-demand training and comprehensive learning material.
Is my data secure?

Clio uses bank-grade 256-bit SSL encryption and hosts infrastructure in physically secure, managed data centers that meet SSAE 16 specifications. Geo-redundant backups are performed multiple times per day.
Can I export my data?

Yes, any information put into your Clio account can be retrieved at any time in convenient non-proprietary, open formats.
What is the cancellation policy?

You can discontinue a subscription at any time; however, there are no refunds for the current term (monthly or yearly).