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- Accurately track time and expenses. Bill hourly, flat fee, or contingency.
- Make it easy for clients to pay online using credit, debit, or eCheck (US).
- Manage cases, tasks, documents, and calendars, all in one place.
- Work smarter with e-signatures, plus Outlook and Gmail integrations.
Everything in EasyStart and...
- Securely communicate and collaborate with clients, from anywhere.
- Add templates and auto-fill documents using case and custom data.
- Customize automated workflows, and track court deadlines with reminders.
- Connect Clio to 200+ apps including QuickBooks, Zoom, and more.
Everything in Essentials and...
- Manage staff workload and bottlenecks with increased task detail.
- Gain insights on case profitability, billing contributions, and more.
- Help more clients with fast document searches and unlimited e-signatures.
- Get live onboarding sessions and training, with priority support.
Everything in Advanced and...
- Clio Grow ($49/user value)
- Prevent missed opportunities with a streamlined client intake process.
- Deliver an effortless client experience with online appointment bookings.
- Save time on repetitive tasks with automated intake forms and emails.
- Optimize your marketing dollars with referral source reporting.
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Also Appears In:
CRM, Marketing and Business Development
Firm Analytics, KPIs and Reporting Tools
Law Practice Management Suites