Approved by 100+ bar associations & law societies
Clio is the only legal software on the market approved by all 50 state bar associations in the United States.
Legal Document Software Tour
Comprehensive legal document management software that meets the needs of your firm—and your clients
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Billing
Make it easy to send bills & get paid
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Client Onboarding
Easily attract and win new clients
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Document Management
Every document, accessible from anywhere
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Calendaring
Reminders to hit every deadline
Clio, an easy-to-use solution for any legal practice
Efficiently manage your firm
Set your team up for success with a solution that makes everyone’s day-to-day smoother.
Standardize workflows
Simplify billing and payments
Smooth out document management
Improve collaboration
Analyze your financial performance
Get StartedMaximize billable hours with smoother processes
Manage cases from one hub
Get an overview of your billables, case progress and more
Communicate with clients more efficiently
Collaborate effortlessly with your team
Improve your work-life balance with streamlined workflows
Get StartedSoftware that supports you, so you can support your firm
Organize and access documents efficiently
Track time and expenses with precision
Easily manage deadlines
Streamline client communication
Effortlessly organize your day-to-day
Get StartedConsider Clio admin support for legal admins
Streamline your day-to-day tasks
Simplify accounting and billing
Keep the firm running smoothly
Improve communication and collaboration
Efficiently manage clients
Get StartedIndustry-leading security protocols mean you can rest easy know your firm is safe.
Easily manage user roles and permissions
Double down with Two-Factor Authentication
Reduce data loss risks with automated backups
Unprecedented security including 24/7 monitoring and regular security audits
GDPR, PCI, HIPAA, and SOC2 compliant
Get StartedStreamline your legal billing while improving cashflow
Get paid faster with online billing options
Easily create and track invoices
Simplify trust accounting
View real-time insights on your financials
Take advantage of intuitive accounting software made just for law firms
Get StartedClio—designed and built to meet the exact needs and nuances of your law firm
Every practice area. Any law firm size, small or large.
Legal practice management software customizable for all firm sizes
You’re not just practicing law—you’re running your solo firm. Prioritize your clients and cases, and let Clio handle the rest.
Track every minute of work–without working more
Work anywhere: Secure access on desktop or mobile
Close cases faster: Automate docs and store them securely
Stay connected: Integrate your favorite tools
Get paid faster: Flexible, easy payment options.
See Clio in ActionSmall law firm software designed to drive big impact. Focus on what you do best, and let Clio do the rest.
One centralized system to store all documents, matters, and client communication
Use AI to log billable work–without the hassle
Create a library of reusable document templates
Shrink the time needed for billing and get paid faster
Delegate tasks like creating calendar events and notes
See Clio in ActionSoftware your entire firm can agree on. Discover why mid-sized and large firms consider Clio the gold standard.
Take control of firm operations, boost growth, and improve client satisfaction
Optimize billable work, outpace competition, seamlessly integrate Clio into your tech stack
Gain insight into firm performance, revenue, expenses, employee productivity, and sales
Dedicated onboarding team to assist your firm’s transition to Clio
Financially-backed 99.9% uptime guarantee
Unparalleled security standards
See Clio in ActionLaw firm document management software that’s secure, reliable, and scalable for firms of all sizes.
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Industry Leading Security
Every byte of data—yours and your clients’—securely stored in the cloud.
Dedicated 24x7x365 security team
Continuous vulnerability monitoring
GDPR, SOC2, PCI compliance, and more
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Award-Winning Care
Exceptional customer care from the most experienced team in the industry, 24/5.
Free on-demand training
Data migration support
Comprehensive self-serve support site
Get more with your legal document software
Receive award-winning support, industry-leading security, access to Clio Integrations, and more—at no extra cost.
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Unlimited data storage you control
Maintain full data ownership, and control it all with multi-level user permissions.
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Award-winning 24/5 support
Data migration regardless of user count. Ongoing support via phone, email, or live chat.
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Secure, reliable cloud software
Priority, encrypted data backups, with 2FA and a 99.99% uptime SLA guarantee.
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Online payments made simple
2.95% fee per card transaction (3.5% Amex), 1% per eCheck transaction, no network fees. US, Canada & UK only.
Intuitive, easy-to-use legal document software.
Getting up and running is easy, so you can immediately start spending less time on routine document management tasks.
All your favorite tools, working together
With over 200 apps available in the Clio App Directory, the tools your firm loves and needs are only a click away.
Clio's Legal Document Management Features
Store, edit, automate and sync PDFs, Word documents, and much more in Clio’s legal document software.
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Legal Document Automation
Prepare routine legal documents in seconds with ready-to-share custom documents and agreements, so you can reduce time spent on manual data entry.
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e-Signatures
Send legal documents to clients for e-signature through a secure client portal, so you can create a more convenient experience for your clients and your firm.
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Automated Reminders
Set due dates for document completion and send automated reminders, so you can spend less time chasing signatures and more time doing billable work.
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Unlimited Storage
Create and store an unlimited number of legal documents and client correspondence directly from the source, so you can access important files—from anywhere.
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Document Search
Digitally search for documents by keywords, using the document’s title, metadata, or text, so you can quickly find what you need—when you need it.
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Time Tracking
Immediately record time spent preparing and editing client documents, and add time entries to bills with a single click, so you can rest easy knowing you’ve captured every billable minute.
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From $39 to $129, Clio's pricing plans are built to fit your firm's needs.
Work smarter with e-signatures, plus Outlook and Gmail integrations
See Clio in Action
Manage cases, tasks, documents, and calendars, all in one place.
Save time with automated document templates.
Scan physical documents into Clio.
Accurately track time and expenses. Bill hourly, flat fee, or contingency.
Legal document management software FAQs
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.
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 into 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.
See what else Clio's legal document management software can do for your firm
Legal document automation software can reduce your routine legal drafting by 80%
Legal Software Tour
No lock-in contracts. No obligation.