Clio
Clio Reviews
& Product DetailsWhat is Clio?
Clio is a robust case management software tailored for the legal industry, offering an all-in-one solution for law firm management. It excels in streamlining critical aspects such as billing, client intake, document management, and calendaring. With Clio, legal professionals can create professional invoices quickly, offer various payment options to clients, and manage documents efficiently in a secure, cloud-based environment.
The platform’s client intake system is designed to enhance client onboarding experiences, featuring custom online forms and automated follow-up communications. Clio’s advanced calendaring function ensures that legal deadlines are met, reducing the risk of malpractice claims. This software is highly regarded in the legal community and endorsed by over 90 bar associations and law societies globally.
Clio also stands out for its user-friendly interface and integrations with over 250 apps, facilitating seamless workflow management. It’s an ideal tool for law firms aiming to optimize operations, improve client services, and maintain high levels of organization and productivity in their legal practice.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
-
Company Name
Themis Solutions, Inc.
-
Located In
United States
-
Website
clio.com
Starting from:
$49 /user/month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
Clio offers flexible pricing plans starting at $39/month, catering to different law firm sizes and needs. The plans include features like calendar, document, and task management, online payments, and various integrations. Clio also provides bundle options for additional savings, with a free trial available and no credit card required.
- API
- Accounting
- Activity Dashboard
- Archiving & Retention
- Automatic Billing
- Bankruptcy Case Management
- Billable Items Tracking
- Billing Rate Management
- CRM
- Calendar Management
- Case Management
- Case Notes
- Client Portal
- Client Management
- Compliance Management
- Conflict Management
- Contract/License Management
- Court Rules-Based Scheduling
- Docket Management
- Document Automation
- Document Classification
- Document Management
- Document Review
- Document Templates
- Electronic Signature
- Email Management
- General Ledger
- Invoice Management
- Legal Case Management
- Records Management
- Task Management
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Version Control
Additional Features
- Calendar Sync
- Billing & Invoicing
- For Family Law
- Deadline Management
- Full Text Search
- Staff Calendar
- Contact Database
- Tax Management
- Customizable Forms
- Invoice Processing
- Accrual Accounting
- Reporting & Statistics
- For Lawyers
- Document Generation
- Accounting Integration
- Check Writing
- Communication Management
- Sales Pipeline Management
- Search/Filter
- Forms Management
- Timer
- For Legal Professionals
- Workflow Management
- Receipt Management
- Status Tracking
- Customer Database
- SSL Security
- Mobile Payments
- Automatic Backup
- Reporting/Analytics
- Electronic Payments
- Multi-Location
- Invoice Creation
- Expense Tracking
- Lead Management
- Asset Accounting
- Real Time Data
- Customizable Invoices
- Real Time Reporting
- Two-Factor Authentication
- Recurring/Subscription Billing
- Secure Data Storage
- Contact Management
- Document Capture
- Customizable Reports
- For Startups
- For iPad Devices
- Customizable Branding
- Customer Statements
- Customizable Templates
- Access Controls/Permissions
- Reminders
- Cross Ledger Posting
- Collaboration Tools
- Task Progress Tracking
- Activity Tracking
- Credit Card Processing
- Online Invoicing
- Interaction Tracking
- QuickBooks Integration
- File Sharing
- Audit Trail
- Customizable Fields
- File Management
- Tax Calculation
- Trust Accounting
- Invoice History
- Alerts/Notifications
- Task Scheduling
- Multi-Currency
- Document Storage
- Data Import/Export
- Payment Processing
- Microsoft Outlook Integration
-
PayPal
Payment Processing Software
-
Gmail
Email Management Software
-
Dropbox
Content Management Systems
-
Microsoft 365
Productivity Software
-
Google Forms
Survey Software
-
MailChimp
Marketing Automation Software
-
Rippling
HR Software
-
HubSpot Marketing Hub
Marketing Automation Software
-
HubSpot CRM
CRM Software
-
FreshBooks
Accounting Software
-
QuickBooks
Accounting Software
-
Zapier
Data Integration Software
-
Box
Cloud Storage Software
-
Xero
Accounting Software
-
Constant Contact
Email Marketing Software
-
Birdeye
Online Reputation Management Software
-
Campaign Monitor
Email Marketing Software
-
Robly
Email Marketing Software
-
Kixie
VoIP Software
-
NiceJob
Online Reputation Management Software
-
Podium
Customer Success Software
-
Insightly
CRM Software
-
Levitate
Email Marketing Software
-
Shift
Productivity Software
-
Formstack Documents
Document Management Software
-
RightSignature
Digital Signature Software
-
memtime
Time Tracking Software
-
Maintenance Care
IT Asset Management Software
-
Cognito Forms
Form Builder Software
-
Law Ruler
Legal Software
-
Wishpond
Content Marketing Software
-
Lawmatics
Legal Software
-
LeadMaster
CRM Software
-
Formstack Suite
Workflow Management Software
-
Foundation
Web Design Software
Tell us your opinion about Clio and help others.
