Drive your business forward—efficiently
Standardize your firm’s processes and automate tasks throughout the client lifecycle.
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- Automate tedious client intake and case management tasks, and focus on work that benefits your firm—and your clients—the most.
- Add potential client information and open new matters easily with Quick Intake.
- Sync your intake and practice management calendars across Clio Grow and Clio Manage—use one scheduling platform.
- Use checklists and automated reminders to stay on top of tasks and appointments.
Connect client information across platforms
Get unparalleled accuracy and eliminate data entry, with easy data synchronization across Clio Grow and Clio Manage.
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- Track potential clients and collect matter details in Clio Grow, with features like Online Intake Forms and the Matter Pipeline.
- Export relevant documents and information from Clio Grow to Clio Manage, so every detail is ready to go.
- Access everything—cases, scheduling, and contacts—whenever you need it, securely, from the cloud.
Keep clients in the loop
Deliver a great client experience—every time—using legal software built to improve how your firm operates.
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- Nurture relationships by keeping clients updated with automated follow-up emails and reminders.
- Use features such as Clio Manage’s secure client portal for efficient client collaboration.
- Offer flexible payment plans and accept online credit card payments—make getting paid easy.
Get insight into your firm’s performance
Use powerful reporting across your firm to make better business decisions.
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- Know what’s driving your business by identifying your most valuable referral sources, clients, and matter types.
- Estimate matter values in Clio Grow, then track amounts billed, unbilled, and collected in Clio Manage to compare estimates to your actual matter totals.
Everything you need to manage and grow your firm
Clio Manage features
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Case Management
Stay organized, and access the information you need—from anywhere, at any time.
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Document Management
Edit, store, and organize your legal documents securely, from anywhere.
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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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Legal Trust Account Management Software | Stay Compliant with Clio
Simplify legal trust account management with Clio and stay compliant with state bar regulations. Trusted by 150,000+ lawyers and approved by 100+ bars.
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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.
Clio Grow features
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Client Intake
Simplify client intake and eliminate data entry and non-billable tasks for your firm.
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Client Relationship Management (CRM)
Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.
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Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
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Workflow & Email Automation
Turn legal client intake processes into an organized and automated system.
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Client Intake Insights
Understand your intake process, and where your most valuable clients are coming from.
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Appointment Booking
Eliminate costly back-and-forth, reduce overhead, and make it easier for clients to access your legal services.
Get more than just software
Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.
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Security
Protect your clients’ information and firm’s data with industry-leading security.
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24/5 Support
Get exceptional customer support from an award-winning team that’s dedicated to your success.
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250+ Integrations
Use Clio's growing portfolio of integrations to instantly connect, expand, and sync your tools.
Get started today
See how Clio can help your law firm get organized and practice more efficiently.