Clio Client Collaboration: Secure Messaging, Law Firm Document Management, Shared Tasks for Attorneys, Lawyers

Secure collaboration

Clio Connect:
Secure Collaboration

Clio Connect is a secure web-based client portal, allowing Clio users to share information and collaborate with clients through an easy-to-use online interface.

Secure

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.

Online Bill Payments

Clio Connect enables online bill-paying for your clients. Clio automatically sends clients a link to an outstanding invoice, and the client can easily pay the invoice via PayPal, credit card, or other online payment systems.

Document Sharing

Easily share documents with clients. Clio Connect puts an end to endless e-mail attachments by making it easy to create a secure, easy-to-use client extranet.

Document Management

Clio's document management system provides sophisticated document management capabilities. Built-in versioning, unlimited storage, and Clio Connect integration make managing documents easy.

Unlimited Storage

Each Clio account comes with unlimited document storage.

Clio Connect Integration

Integration with the Clio Connect client portal allows you to easily and securely share documents with clients.

Versioning

Never lose track of a specific document version again. Clio's integrated versioning system makes it easy to track each version of a document as it evolves.

Get Things Done

Stay on top of critical deadlines and your day-to-day tasks with Clio's task management system.

Share Tasks

Collaborate with colleagues with Clio's easy-to-use task assignment system. A shared, matter-level task list makes it easy to see what's complete, what's outstanding, and who's responsible.

Link Tasks to Matters

Clio allows you to link tasks, calendar items, and documents and other case-specific information to matters. Everything you need to know about a matter is just one click away.