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Clio Grow

Last Updated: October 20th, 2022


Clio Grow Overview

Description

Clio eases the day-to-day of legal professionals all over the world with intuitive time tracking, billing, matter management, mobile apps, and more to streamline every task from client intake to invoice. With Clio Manage, the world's most popular legal practice management software, and Clio Grow, a legal CRM platform designed to help you better manage your client relationships, the Clio Suite provides everything you need to run, grow, and manage your law firm.

Product Snapshot

Parent Company
Clio
Year Founded
2007

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
Law Practice Management Suites
Billing and Invoicing
Time Tracking
Calendar Integration
CRM
Document Management
Accounting
Task Management
Client Portal
Contacts Management
Calendar Management
Document Assembly
Budgeting/Forecasting
Conflicts Checking
Native Email Client
Staff Rostering
Custom Client Intake
Matter Management
Contract Management
Transaction Management
timelines
Matter budgeting
Audit Trail Logging
Task Management
Litigation Management
Payment processing
E-check Payments
Recurring payments
Integrates with third-party platforms
Credit Card Payments
Time and Billing
Insights and Analytics
Time Tracking
Invoicing Tools
Trust Accounting
Automatic Time Capture
Preauthorizaed Payments
Split Billing
LEDES Invoicing
Bulk Billing
Lawyer-to-Client Marketplaces and Directories
Consultation Booking
Law Firm Profiles
Professional Profiles
Messaging
RFP Management
Lawyer Reviews
Matchmaking Services
Court Calendaring
Rules-Based Calendaring
Automatic Calendar Updating
Calendar Synchronization
Deadline Customization
Case Management Integration
Federal Court Rules
State/Local Court Rules
Court Reporting
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Real-Time Transcription
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Learning Resources

Screenshots

Overview
Overview
Dashboard
Dashboard
Payments
Payments
Access your matters, documents, contacts, notes, and calendar from your mobile device.
Access your matters, documents, contacts, notes, and calendar from your mobile device.
Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.
Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.

Product Snapshot

Parent Company
Clio
Year Founded
2007

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