Software your entire firm can agree on

Case management and practice management are two sides of the same coin. Case management software is a platform where all case-related information (such as deadlines, evidence, witnesses, documents and more) are stored, managed, and accessed.

Practice management software, on the other hand, provides everything that case management software does, plus has additional features and benefits from a business owner's perspective. It includes features that support the entire client lifecycle, from intake and matter management to billing, collections and firm-wide reporting. There are vendors who will lean more towards the firm management aspect over the case management side of things. However, both are very important for a successful law firm.

Clio offers a flexible intake system for law firms and clients. With Clio, you can:

• Go paperless and eliminate tedious data entry when you create and share customized online intake forms with ease.
• See the status of all incoming clients because no matter what source potential clients reach you from, their information shows up automatically in your Lead Inbox.
• Book consultations with ease with Clio Scheduler and accept instant online payments for appointments with Clio Payments.
• Quickly check for duplicate clients and conflicts of interest and improve your client intake process based on data.
• Move clients through the client intake process efficiently by automating the creation of to-do lists, documents, and emails—digitally, with visibility across your firm.
• Get e-signatures on retainer agreements.

Clio provides legal practice management and payments in one easy system for mid-sized and large firms. Clio's easy-to-use payment processing solution empowers you to accept client payments by credit card, debit card, or eCheck. It's built-in, meaning you never have to worry about switching between systems to manage billing and payments workflows. We charge simple and transparent transaction fees that provide greater predictability.

Absolutely! Schedule a call with one of our practice management software consultants to get all your questions about Clio answered.