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Clio

Tekpon Score
8.4

Clio Reviews

& Product Details

What 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.

Found in these Categories

Best For

Cloud-based legal practice management software
  • 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

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