A web-based multi-module management system designed by Themis Solutions Inc..
Clio is a web-based practice management system that is specifically designed for solo practitioners and small law firms. Your important client data is securely accessible anywhere–from your PC, your Mac, and even your iPhone.
Video Overview
Features
DOCUMENT MANAGEMENT
Quickly and securely store/access electronic copies of relevant file correspondence.
BANK GRADE SECURITY
256-bit SSL encryption combined with enterprise-class data security and redundancy ensures the safety of sensitive client data.
TIME TRACKING
Effortless time tracking ensures simplified and accurate billing and recovery.
SIMPLIFIED BILLING
Intuitive billing system streamlines the process of generating flexible, professional-looking invoices.
TASK SCHEDULING
Rich calendaring and task management capabilities faciliate accurate and collaborative deadline management.
100% WEB-BASED
With nothing to install, Clio can be accessed from Windows or Mac based computers using any modern web browser.
Collaboration Tools
SECURE COLLABORATION
Clio Connect: Secure Collaboration
Clio Connect is a secure web-based client portal, allowing Clio users to share information and collaborate with clients through an easy-to-use online interface.
Secure
Rather than managing large quantities of non-secure e-mail, lawyers can now leverage Clio’s bank-grade security technology to safely share information and collaborate on key aspects of a case.
Online Bill Payments
Clio Connect enables online bill-paying for your clients. Clio automatically sends clients a link to an outstanding invoice, and the client can easily pay the invoice via PayPal, credit card, or other online payment systems.
Document Sharing
Easily share documents with clients. Clio Connect puts an end to endless e-mail attachments by making it easy to create a secure, easy-to-use client extranet.
DOCUMENT MANAGEMENT
Document Management
Clio’s document management system provides sophisticated document management capabilities. Built-in versioning, unlimited storage, and Clio Connect integration make managing documents easy.
Unlimited Storage
Each Clio account comes with unlimited document storage.
Clio Connect Integration
Integration with the Clio Connect client portal allows you to easily and securely share documents with clients.
Versioning
Never lose track of a specific document version again. Clio’s integrated versioning system makes it easy to track each version of a document as it evolves.
WORKFLOW
Document Automation
Document automation allows you to streamline your business workflow by processing everyday common tasks faster and more efficiently.
Save Time
Drastically reduce processing time by eliminating common manual tasks.
Increase Productivity
Document automation eliminates time consuming manual processes, and allows you to focus on more value-added tasks.
Improved Service
Enhance client service by quickly and accurately creating and retrieving data.
TASK MANAGEMENT
Get Things Done
Stay on top of critical deadlines and your day-to-day tasks with Clio’s task management system.
Share Tasks
Collaborate with colleagues with Clio’s easy-to-use task assignment system. A shared, matter-level task list makes it easy to see what’s complete, what’s outstanding, and who’s responsible.
Link Tasks to Matters
Clio allows you to link tasks, calendar items, and documents and other case-specific information to matters. Everything you need to know about a matter is just one click away.
Practice Management
DASHBOARD
Tasks and Schedule At-a-Glance
Clio’s dashboard provides a centralized view of your upcoming tasks and schedule so you know, at-a-glance, what commitments you have for the day.
Monitor Billing Targets
Clio’s Practice Performance dashboard allows you to continuously monitor your firm’s financial health by providing real-time reports on billing targets. Set custom goals for billings, and Clio will advise you of progress against those goals on a daily, weekly and monthly basis.
TASK MANAGEMENT
Get Things Done
Clio’s task management system makes it easy to “Get Things Done” and helps make forgotten tasks a thing of the past. Simple yet powerful, Clio’s task management system allows you to easily link tasks to matters, assign tasks to other members of your firm, and monitor the progress of task completion for a specific matter.
Link Tasks to Matters
Clio’s matter-centric workflow allows you to easily link tasks to matters. Clio makes it possible to view all tasks across all matters, or to drill-down to the tasks only relating to a specific matter.
Bill Time Directly From Tasks
Clio makes it easy to directly bill time from tasks as you work on them. Simply click Clio’s “Add Time” button next to the task, select a timekeeping category, and you’ve created a billable time entry
CALENDAR
Simple cloud based Calendaring
Your calendar is available wherever and whenever you need it with Clio. Access your calendar from your desktop, laptop, or mobile device in real time. Firm-wide calendaring makes it easy to invite specific members of the firm, or the entire firm, to events.
Drag & Drop
Clio’s calendar supports drag & drop, making it easy to quickly create, change or update appointments.
REPORTS
Reporting
Clio offers a wide variety of reports to facilitate a wide variety of analysis needs.
Billing Reports
Stay on top of your billings with Accounts Receivable and Billing History reports.
Productivity Reports
Analyze client and lawyer productivity with the Productivity by Client and Productivity by User reports.
Client Reports
Get real-time reports on client activity and financial positions with Client Activity, Client Ledger, Trust Ledger, Trust Listing, Work in Progress and Bank Account Activity reports
Seamless Integrations
Email Integration
Clio’s e-mail integration makes it easy to associate e-mails directly with a matter. Compatible with all e-mail clients, including Microsoft Outlook, Apple Mail, Thunderbird, and Gmail, Clio’s e-mail integration puts an end to email clutter.
SYNC
Clio Sync for Outlook
Clio Sync for Outlook provides bidirectional sync between Clio and Microsoft Outlook for contacts, calendar entries and tasks.
Offline Access
Clio Sync for Outlook allows you to access your Clio calendar, contacts and tasks even if you’re offline. Changes made while you’re offline will be re-synced to Clio the next time you’re online.
Office Integration
Syncing Clio’s contacts with Microsoft Outlook means creating mail merges, such as holiday mailings, is a snap.
Mobile Sync
Virtually every mobile device synchronizes with Microsoft Outlook, allowing you synchronize Outlook with both Clio and your preferred handheld device.
GOOGLE APPS INTEGRATION
Google Apps Integration
Clio offers a deep integration with Google Apps. Single Sign-On, calendar sync and contact sync all help make sure switching between Google Apps and Clio is completely painless. Clio’s e-mail integration also works seamlessly with Gmail.
Single Sign On
Access Clio from your Google Apps universal navigation bar. Simplified “Single Sign-On” means you only need to log in once to access both Google Apps and Clio
Calendar Sync
Seamlessly sync your Clio calendar with your Google calendar, and vice-versa.
Contact Sync
Keep your Clio and Google Apps contact databases up-to-date and in sync with Clio for Google Apps.
SEAMLESS FILE SHARING
Dropbox & Box
Dropbox & Box are free services that let you bring all your documents anywhere.
Be Anywhere
Both Dropbox & Box seamlessly sync your files no matter where you’re working from. Work from any computer or phone with confidence that you’ll always have everything you need.
Simple Sharing
You can easily share specific files from your Dropbox & Box account. Just send people a link and you’re done! This makes them perfect tools for team projects.
Always Safe
Even if your computer has a meltdown, your documents are always safe in Dropbox & Box, and can be restored in a snap.
Time and Billing
TIME TRACKING
Time Tracking
Clio’s integrated time tracking system makes it easy for every member of your firm to keep detailed and accurate time records.
Clio’s time tracking system is intuitive and easy-to-use, meaning you can stop dreading timesheets and start easily tracking time through the day as you work.
Like everything else in Clio, time entries are easily linked to matters, making bill generation efficient and easy. Clio’s time tracking functionality makes it easy and convenient to track time on a variety of items.
BILLINGS
Create Polished, Professional-Looking Invoices
Clio’s powerful invoice templating technology allows you to create polished, professional-looking bills in seconds. Choose from professionally-designed invoice templates using beautiful typefaces from foundries such as Adobe and Veer.
Infinite Customizability
Each law office’s requirements for invoice formatting are unique. Clio’s invoice templating system offers over 140 customizations for bills, allowing you to create a hand-crafted bill template that fits with your law firm’s brand and image. The “What You See Is What You Get” (WYSIWIG) customization interface makes designing customized invoices a snap.
Professional-Grade Typography
Separate yourself from the crowd with professional-grade fonts. Clio’s invoice templating system includes beautiful fonts from foundries including Adobe, Veer and Bitstream.
Custom Logos
Brand your Clio invoices with your own custom logo.
Professional Templates
Four professionally designed templates are available as starting points. Customize each to your liking using Clio’s sophisticated invoice templating system.
Online Bill Payment
Receive online bill payments via credit card or PayPal using Clio’s client portal, Clio Connect.
ONLINE BILL PAYMENTS
Receive Online Bill Payments
Receive online bill payments via credit card or PayPal using Clio’s client portal, Clio Connect.
Credit Card Integration
Clio’s allows you to receive credit card payments directly from clients.
Clio Connect Integration
Integration with the Clio Connect client portal allows you to easily and securely send bills with clients.
PayPal Integration
Get up and running with Clio’s PayPal integration with two clicks. You can start receiving online bill payments immediately.
Price
Clio Manage ranges from $39 to $99 per user per month.
Clio Grow CRM starts from $49 per user per month.
Clio Suite starts from $89 per user per month and includes legal practice management, client intake, and CRM.
Product Overview
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User Reviews of Clio
Write a Review
Horrible Experience. I was specifically told that Clio Grow would allow me to create forms that would then integrate into Wealthcounsel. Was told that it was routinely done and that lots of estate planning attorneys used Clio solely because of its integration with WealthCounsel. I spent countless hours over 2 months setting up the system and creating forms. I told our IT team to hold off on form generation for the new website because Clio would handle it. After speaking with countless people and departments at Clio, they finally admitted that there system only pulled the main contact in, that their forms only allowed one contact to be pulled in. Could not make form fields optional so you had to have a different form for a family with one kid, 2 kids, 3 kids, etc. And a different form for married or unmarried people. They would constantly make promises that they would get it fixed, then come back a week later and still had no idea what they were doing. The sales team is clearly required to have the customers on the hook for two months to get their commission and the tech team is also trying to get you to invest as much time as possible to make the decision to leave more painful. Even the billing is difficult to manage. The online pay system is more expensive than other providers. It’s difficult and cumbersome to edit bills.
Time tracking is fine, but that’s about it.
Forms, clio Grow, integration, customer service are all horrendous
Clio is an easy to use cloud based system. It is simple to master the rudiments of the system and it is supported by excellent backup from the company. The systems features leave little to be desired. The impressive matter number system aids identification of clients at a glance. You can add further matters to a client file ascertain conflicts and predicate the system with custom fields. The secure portal is ICO compliant in England and gives the security you need to prevent worry. The timing and billing is accurate and the whole system is supported by an apple app which is easy to use and impressive. If I had advice it would be that document categories could be placed in a separate folder but the categorisation does the trick and you can add categories for templates. It’s simply a brilliant system and we thoroughly recommend it. It certainly turned our practice around!
Matter number generation did it for us! Easy accessible and usable from any computer. Promotes your company through the portal by sending your name to the recipient. Billings good and partnering with other companies software compliments the system.
Generation of template letters on a client file requires removal to prevent clutter. However we use Dropbox as well as we need a backup for compliance. If you don’t then the use of Dropbox prevents this very slight inconvenience
