Still using Excel?
Attorneys across North America are making their practice more efficient with Clio. Take a tour and see how Clio help your practice.
Keep on top of your day
Clio's dashboard allows you to easily keep on top of your tasks and meetings for the day.
Tasks can be easily filtered to include only overdue items or items due on the current day, next two days, or next week
In the Matter view, tasks are automatically filtered to include only those tasks relevant to the matter in question.
Get Things Done
Clio's tasks allow you to stay on top of everything from critical court dates to remembering to pick up milk on the way home from the office.
Task reminders are sent to your inbox every day, helping you stay on top of your practice's to-dos.
Tasks can also be assigned to other members of your firm, allowing for the efficient transfer and delegation of tasks. Tasks can be assigned categories such as "Phone" to record phone messages or "E-mail" to serve as a reminder to follow up on a client's e-mail.
The end of e-mail attachments
Stop emailing documents between work and home. Clio's fully integrated document management system allows you to securely store and access your important documents from virtually anywhere.
Unlike e-mail attachments, documents entrusted to Clio are protected by bank-grade SSL encryption, ensuring your client's data remains strictly confidential. Shared documents in Clio are accessible to anyone in your firm, making it easy to collaborate and share documents online, and Clio's built-in document versioning system makes managing multiple versions of a document a snap.
Clio's document management system includes unlimited file storage
Time Tracking
Clio's integrated time tracking system makes it easy for every member of your firm to keep detailed and accurate time records.
Clio's time tracking system is intuitive and easy-to-use, meaning you can stop dreading timesheets and start easily tracking time through the day as you work.
Like everything else in Clio, time entries are easily linked to matters, making bill generation efficient and easy.
Online Billing
Automate billing and collections with Clio. Clio's billing system is integrated with the Client Management, Matter Management and Time Tracking modules, meaning you can bill more clients in less time.
Clio generates professional-looking PDF bills in one click, saving countless billable hours. You can even add a custom logo to bills in Clio.
Clio also helps you keep track of payments, allowing you to stay on top of your receivables and easily identify overdue accounts.
Connect with Clients
ClioConnect is a secure web-based client portal, allowing Clio users to share information and collaborate with clients through an easy-to-use online interface.
ClioConnect also enables online bill-paying for the attorney’s clients. Attorneys simply send their clients a link to an outstanding invoice, and the client can easily pay the invoice via PayPal or other online payment systems.
Rather than managing large quantities of non-secure e-mail, lawyers can now leverage Clio’s bank-grade security technology to safely share information and collaborate on key aspects of a case.
