The undisputed leader in legal
practice management software
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Most 5-star reviews
Over 1,000 5-star user reviews on Capterra
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Most widely-used legal software
Over 150,000 legal professionals rely on Clio to help manage their law firm
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Most recommended
Over 70+ bar associations approve Clio to their members
Clio—a solution for any legal practice
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Will and Estates
Immigration
Real Estate Law
Intellectual Property
Business Formation and Compliance
Personal Injury
Criminal Law
Family Law
Civil Litigation
And more…
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Client Intake
Schedule consultations with online booking and share public intake forms online that automatically sync to Clio—so your firm can stay connected (and conflict-free).
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Time Tracking
Easily capture time and review billable and non-billable work, so you can better benchmark performance and ensure your firm is taking on profitable work.
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Document Management
Store an unlimited amount of legal documents directly to client matters, so your team can spend less time managing files and more time doing billable work.
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Legal Calendaring
Automatically create calendar events based on filing deadlines and court dates, so your colleagues, clients, and co-counsel can stay ahead of important deadlines.
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Task Management
Organize to-do lists, see task progress, and manage your team’s workload, so you can improve productivity and profitability across your law firm.
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Billing
Send bills online and accept online payments via debit, credit, and eCheck, so your firm can collect more—with less effort.
Clio Legal Software FAQs
What happens when a potential new client becomes a client?
Once a potential new client has been retained, you can easily transfer their details from Clio Grow to Clio Manage, our legal practice management software.
What is client intake software?
Client intake software automates and organizes the client intake process. This includes collecting information on potential new clients, making sure they’re a good fit for your law firm, scheduling consultations and other client intake meetings, and retaining them as a paying client.
What are the benefits of legal billing software?
The main advantage of legal billing software is that it allows firms to reduce time spent on invoicing, billing and collections. The best online legal billing software is customizable, with branded invoices and flexible billing plans available to help you get paid faster. Create reports to get a clear picture of outstanding balances/accounts receivables that can be filtered by matter or person.
Does Clio's legal billing software integrate with Quickbooks?
Yes, very easily. Clio’s legal billing software integrates with Quickbooks and many other third party tools.
What does legal case management software do?
Legal case management software provides you with an overview of your law firm’s cases and their affiliated details, including deadlines, documents, notes, bills, and more. Legal case management solutions cover accounting, scheduling, time tracking, and more.
All these are features that will help you manage your practice more efficiently, contribute to better cash flow management, and ease collaboration on cases. This will give you more time to work on tasks that will bring money into your legal practice.
How do I transfer my current cases into my new software?
Our data migration team can assist in bringing over information from another legal case management solution to our software so that you don’t have to do it manually.
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
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.
Can I migrate my documents in to Clio?
Yes very easily actually. 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.
More than just legal practice management software
Get up and running quickly with Clio’s legal practice management software, thanks to 24/5 support from an award-winning team that’s dedicated to your success. With industry-leading security from law software you can trust, you can help protect your clients’ information and firm’s data. In addition to great legal practice management software, you can use Clio’s 200+ integrations to connect, expand, and sync your favorite tools.