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CLIO FEATURES
Everything you need to manage your law firm
Clio’s comprehensive legal practice management features make managing your firm’s day-to-day operations easier, faster, and more efficient. Clio features include client intake, CRM, time tracking, document management, billing and invoicing, online payments, calendar management, secure client communications, and more.
Manage Your Firm
Track Finances
Engage Clients
Streamline Documents
Additional Features
Looking for our latest features? Check out what’s new.
Book a live demo with our team today
See what Clio’s features can do for your firm, and get all your questions answered.
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Manage Your Firm
Stay organized and manage your cases with ease, from the office or on-the-go. Capture every detail of every case, track and assign tasks, master your deadlines, and collaborate with everyone at your firm.
Calendaring
Case Management
Collaboration
Contact Management
Firm Insights
Medical Record and Settlement Management
Nonprofit Case Management
Mobile App For Law Firms
Task Management
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Bring the power of AI to the place you already work
From automating everyday tasks to turning information into actionable insights, Manage AI (formerly Clio Duo) takes care of it so you can focus on more impactful work.
Learn More About Manage AI
Track Finances
Make billing a breeze with easily-customizable invoices and billing plans, and make it just as easy for clients to pay, with electronic bills, secure click-to-pay links, and tap-to-pay. Plus, manage your firm’s accounting needs, right from Clio.
Accounting
Billing
Financial Reporting
Online Payments
Time & Expense Tracking
Trust Account Management
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Engage Clients
Use custom online intake forms, online scheduling, and marketing features to attract and onboard new clients. Stay connected throughout their case, and share details and documents through the secure client portal.
AI-powered client acquisition
Appointment Booking
Client Communications
Client Intake
Client Relationship Management
Google’s Local Services Ads
Legal Client Portal
Legal Workflow Automation
Website Builder
Email Marketing
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Streamline Documents
Save time and avoid drafting errors with advanced document automation. Easily create and fill complete legal documents sets, and build a library of reusable templates and court forms. Plus, e-file your documents directly to the courts.
Advanced Legal Document Automation
Court E-Filing
Court Forms
Document Management
Documents & E-Signatures
Template Building
Questionnaires
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Additional Features
Moving to the cloud with Clio means access to hundreds of integrations, award-winning support, industry-leading security, and guaranteed reliability—all included with the price of your subscription.
Security
24/5 Support
250+ Integrations
99.9% Uptime Guarantee
Recent Product Updates
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Choose how you start with Clio
Try Clio free for 7 days
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Have questions? Call 1-888-858-2546 or email sales@clio.com.
Our sales team is available Monday to Friday from 8 a.m. to 8 p.m. EST.
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