Clio

Document Management

Clio allows users to quickly and securely store/access electronic copies of relevant file correspondence. Users gain peace of mind through offsite, backed-up electronic document storage, and critical information is kept organized and linked to the appropriate client/file. Better still, using Clio means not being away from essential documents by simply being away from the office - secured access is only as far away as the nearest internet connection.

Task Scheduling

Using a complete calendaring and reminder system, users of Clio can rest assured that they will never miss a client meeting, court appointment, or important deadline.

Time Tracking

With Clio, timekeeping is organized and effortless, reducing "lost time" and eliminating the frustration of paper timesheets.

Billing

Time reconciliation and bill generation is often the most tedious and neglected area of small practices. Clio solves this problem, by providing its users with a simple interface that automates the production of detailed time reports, and client invoices.

Combined with its integrated tracking system for trust funds and retainers, Clio satisfies the day-to-day accounting needs of many small practitioners.

Web-Based

Thanks to pioneers like Google and Salesforce, industries of all kinds are rapidly realizing that the internet is an ideal platform for delivering applications that have been conventionally confined to traditional desktop applications. Clio recognizes and believes in this trend, and is tirelessly working to provide the best possible practice management tool that offers unprecedented ease-of-use, mobility and affordability. You can also access your practice's information on the road via Clio's secure iPhone interface.