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Clio

The #1 legal software for clients, cases, billing, and more.

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Overview

Clio is a comprehensive, cloud-based legal practice management solution designed to help law firms of all sizes manage and grow their practice. It offers features for case management, client intake, document management, billing, and accounting. Clio's platform is designed to be user-friendly and accessible from any device, enabling legal professionals to work from anywhere.

✨ Key Features

  • Case Management
  • Client Intake
  • Document Management
  • Billing and Invoicing
  • Time and Expense Tracking
  • Trust Accounting
  • Client Portal
  • Reporting and Analytics

🎯 Key Differentiators

  • Market leadership and brand recognition in the legal tech space.
  • The largest third-party integration marketplace (Clio App Store).
  • Comprehensive solution combining practice management (Manage) and client intake/CRM (Grow).

Unique Value: Provides a user-friendly, reliable, and highly extensible platform that allows law firms to manage their entire practice from a single, secure location.

🎯 Use Cases (3)

Solo and Small Law Firms Mid-sized Law Firms Practice Area Specific Workflows (e.g., Family Law, Personal Injury)

✅ Best For

  • Streamlining case and matter management
  • Automating billing and invoicing processes
  • Improving client communication and collaboration

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large enterprise firms with highly complex, bespoke workflow needs

🏆 Alternatives

MyCase PracticePanther Filevine Smokeball

Offers a significantly larger ecosystem of integrations than its competitors, allowing firms to connect Clio to virtually any other tool they use, creating a customized and seamless workflow.

💻 Platforms

Web iOS Android API

🔌 Integrations

Microsoft 365 Google Workspace QuickBooks Online Xero Dropbox Box Zapier LawPay

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Advanced tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO ✓ SOC 2 Type 2

💰 Pricing

$39.00/mo

✓ 7-day free trial

Visit Clio Website →