Clio

The #1 Legal Practice Management Software with AI Capabilities

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Description

Clio is a comprehensive cloud-based legal practice management software trusted by law firms of various sizes across multiple countries. It aims to streamline law firm operations, improve client experiences, and boost overall productivity. The platform centralizes core functions such as case management, contact organization, calendaring, and task tracking, making essential information easily accessible to legal professionals.

Beyond core management features, Clio offers robust solutions for client intake and relationship management through Clio Grow, simplifying processes like appointment booking and communication. It also facilitates efficient financial operations with tools for time and expense tracking, legal billing, online payments, and dedicated legal accounting functionalities. Document handling is enhanced via features like document automation (Clio Draft), template building, and e-signatures. Clio integrates an AI assistant, Clio Duo, to help lawyers access information quickly, prioritize tasks, and analyze documents, further optimizing workflows and allowing more focus on client service.

Key Features

Case Management: Centralize case details, contacts, calendars, tasks, and documents.
Client Intake & CRM (Clio Grow): Streamline client intake with online forms, appointment booking, and automated follow-ups.
Legal Billing & Payments: Manage time/expense tracking, invoicing, online payments, and trust accounting.
Document Automation (Clio Draft & Manage): Automate document creation with templates, e-signatures, and full-text search.
Legal AI Assistant (Clio Duo): Leverage AI to access information, prioritize tasks, and gain insights from documents.
Legal Accounting (Clio Accounting): Manage firm finances, track transactions, and ensure compliance.
Integrations: Connect with over 250 apps like Office 365, G Suite, Zoom, and QuickBooks.
Secure Client Portal: Collaborate securely with clients via messaging and document sharing.
Mobile App: Access firm information and manage tasks on the go.
Reporting & Analytics: Gain insights into firm performance, profitability, and productivity.

Use Cases

Managing law firm operations for various practice areas.
Streamlining client intake and relationship management.
Automating legal document creation and management.
Simplifying legal billing, online payments, and accounting.
Improving law firm productivity and efficiency with AI.
Enhancing client communication and collaboration.

Frequently Asked Questions

How secure is Clio?

Clio uses bank-grade 256-bit SSL encryption, hosts data in secure SSAE 16 compliant data centers, performs multiple daily backups, and undergoes routine third-party security audits.

Can I export my data from Clio?

Yes, Clio supports data portability and allows users to export their information at any time in non-proprietary, open formats.

What kind of customer support does Clio offer?

Clio provides unlimited free access to training and support resources, including 24/5 live support via phone, email, or chat (Monday to Friday).

What is Clio's cancellation policy?

You can cancel your Clio subscription at any time, but refunds are not provided for the current subscription term (monthly or yearly).