Dashboard
Tasks and Schedule
At-a-Glance
Clio's dashboard provides a centralized view of your upcoming tasks and schedule so you know, at-a-glance, what commitments you have for the day.
Monitor billing targets
Clio's Practice Performance dashboard allows you to continuously monitor your firm's financial health by providing real-time reports on billing targets. Set custom goals for billings, and Clio will advise you of progress against those goals on a daily, weekly and monthly basis.
Task Management
Get Things Done
Clio's task management system makes it easy to "Get Things Done" and helps make forgotten tasks a thing of the past. Simple yet powerful, Clio's task management system allows you to easily link tasks to matters, assign tasks to other members of your firm, and monitor the progress of task completion for a specific matter.
Link tasks to matters
Clio's matter-centric workflow allows you to easily link tasks to matters. Clio makes it possible to view all tasks across all matters, or to drill-down to the tasks only relating to a specific matter.
Bill time directly from tasks
Clio makes it easy to directly bill time from tasks as you work on them. Simply click Clio's "Add Time" button next to the task, select a timekeeping category, and you've created a billable time entry
