Clio’s legal document management system features
Securely access, edit, and store your case files from anywhere with Clio’s legal document software.
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Access your legal documents from anywhere
Securely store your video, image, text, and audio documents in one place with unlimited document storage. Plus, access them anytime, anywhere from your phone or laptop.
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Prepare legal documents quickly
Spend less time preparing stacks of documents, and more time preparing your case. Use conditional fields to autofill documents with case and client information stored in Clio.
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Never misplace a document again
Find the file you’re looking for in seconds by using terms in the title, text, or metadata to search for a file, or sort them by category, folder, author, and date.
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Simplify every court and client interaction
Remove the hassle of downloading, printing, and scanning documents. File court documents, serve legal papers, collect e-signatures, and more—directly from your case.
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Intuitive file management from your desktop
Use Clio’s collection of desktop solutions to quickly and easily manage your files.
Available on Windows and Mac.
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Work seamlessly between your desktop and the cloud with Clio Drive
Create, access, and share your matter-related files right from your desktop and securely sync them to Clio using our virtual drive experience. No need to download or reupload.
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Open files from the web for easy document editing
Use Clio Launcher to easily open files from your web app into programs like Microsoft Word, Adobe Reader, and more. Any updates you make will be saved on your desktop and in the cloud.
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Scan physical documents into Clio
Use the Fujitsu ScanSnap to scan physical documents directly into Clio—and take advantage of the convenience of paperless document management.
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Legal document management software reviews
Hear what other law firms have to say about Clio's legal document management system.
Draft sets of documents in less time with Clio Draft
Improve your bottom line by spending less time on routine document management tasks—and more time on billable work—with advanced legal document automation features.
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Save time with automated templates
Legal document automation software can reduce your routine legal drafting by 80%. Auto-fill court forms and convert existing Word files into reusable online templates with Clio Draft.
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Remove repetitive work
Enter data once and populate across sets of documents easily to eliminate repetitive retyping. Use conditional logic to update pronouns, subject-verb agreements, and edit clauses without spending manual hours.
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Sync Data Directly from Clio
Clio users can generate court forms with pre-populated data from Manage. This solution allows you to take advantage advanced legal document automation features in a seamless way, while reducing the risks of errors in completing forms.
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Prepare your most-used docs in seconds
Pre-save sets of most-used projects and auto-fill with client and matter information to finish projects faster.
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Collaborate on legal documents with ease
Manage documents as a team. Stay in sync as you create, annotate, and collaborate on files.
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Sync documents across all your tools
View, edit, and save your documents directly from Clio Manage to Dropbox, Box, OneDrive, NetDocuments, and Google Drive.
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Share documents easily
Quickly share legal documents with clients and co-counsel via Clio for Clients, our secure online client portal, or other software such as DocuSign. Set permissions to authorize specific access within your firm.
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Track changes and conversations
Stay on top of document changes with a full version history and running comment thread for each file stored in our legal document management software.
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Explore more features
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Case Management
Stay organized, and access the information you need—from anywhere, at any time.
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Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.
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Client Management
Easily organize contact details, documents, and communication logs from intake to invoice.
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Accounting
Manage, record, and analyze every financial transaction in one system of record.
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Calendaring
Meet every deadline, with legal-specific features like automatic court date scheduling.
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Task Management
Manage firm productivity by assigning and tracking task completion.
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Online Payments
Make it easy to pay and get paid with online payments.
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Time & Expense Tracking
Seamlessly track time and expenses to make billing simple and accurate.
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Law Firm Reporting
See how many hours your firm has recorded, billed, and collected from a single dashboard.
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Client Portal
Enable clients to securely communicate and collaborate with their lawyer from desktop or mobile.
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Law Firm Communications
Manage client and firm communication all on one platform.
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Personal Injury
Close cases faster by organizing medical liens, damages, and settlements alongside your case files.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for Free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime
Legal document management software FAQs
What is legal document management software?
Legal document management software allows lawyers and legal professionals to store, organize, and easily access documents. It is designed to help increase productivity at law firms by making documents easier to find, edit, access, and share.
Legal document software also improves the security and confidentiality of important documents by preventing unauthorized access. It also allows firms to reduce paper, printing, and document storage costs.
Want to see how easy Clio makes document management? Try Clio for free.
What is the best legal document management software?
Clio is widely considered to be the best legal document management software, with thousands of positive ratings on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist.
Clio is also trusted by over 150,000 legal professionals, and approved by more than 90 bar associations and law societies worldwide.
What features should legal document management software have?
Before selecting a legal document management solution, ensure it has the following features:
Unlimited document storage: You should be able to store everything you need for every case in a secure location.
Security: Your legal document management system should store and back up all of your files securely.
Permissions controls: You should be able to control who can view and edit documents in your system.
Advanced search: Your system should be able to search text within documents of various file types (Word, PDF) so you can quickly find what you need.
Version control: Easy tracking of the last updated version of a document as well as previous versions.
Document automation tools: Your legal document management software should help you quickly create letters and other key documents automatically from templates.
Electronic signatures: You should be able to have clients easily sign legal documents electronically.
Integrations: Your document management tool should integrate with other document creation and storage programs such as Box, DropBox, OneDrive, or Google Drive
Where does Clio's legal document management software store my files?
Clio’s legal document management software stores your files securely in the cloud.
Instead of hosting files on your own servers, the cloud lets you access information from anywhere with an internet connection.
How many legal documents can be stored for a matter or client?
An unlimited amount. Clio offers a document management solution for the cloud as well as for your desktop computer. Documents you work on in the cloud will be mirrored to your computer desktop as well.
Can I set permissions and restrict access to specific documents?
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. See how.
What are the system requirements for cloud-based legal document management software?
The only system requirement for Clio’s cloud-based legal document management software is your internet browser (with an internet connection).
Can I migrate my documents in to Clio?
Yes. You can add documents into Clio from another system. Learn how to do it in 5 steps here.
We also integrate with popular document systems such as OneDrive, Box, Dropbox, Google Drive, and NetDocuments—making the migration process that much easier.
What's the difference between Clio and other dedicated legal document management solutions?
Clio is more than just a legal document management system. In addition to document management, Clio provides all legal case management functionalities in one solution, including client intake, time tracking, billing and payments, and more. When you work within one tool, you can see all of your law firm’s documents next to the notes, events, time entries, and financial details for an individual case, and you can reduce lost billable hours, context switching, and human error.
What makes Clio the best document management system for law firms?
Clio is widely regarded as the best document management system for law firms due to its comprehensive and user-centric features specifically designed for the legal industry. Key benefits include:
- Secure and Compliant Storage: Clio ensures your documents are stored with the highest security standards, including encryption and compliance with legal industry regulations.
- Seamless Document Sharing: Effortlessly share documents within your firm and with clients, enhancing collaboration and communication.
- Automation of Repetitive Tasks: Save time and reduce errors with automated document creation and management, allowing you to focus more on your clients and less on administrative tasks.
- Integration with Popular Tools: Clio integrates with a wide array of legal and productivity tools, providing a cohesive and efficient workflow.
- User-Friendly Interface: Clio’s intuitive interface makes it easy for legal professionals to organize, access, and manage documents from any device.
These features collectively ensure that your law firm can operate more efficiently, securely, and effectively, making Clio the top choice for document management.
