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Clio

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Description

Clio is a law practice management system, which is designed for the legal industry, specifically solo practitioners and small law firms. Clio is based in the Cloud, therefore all of you important client data is securely accessible from anywhere that has an Internet connection. Whether that be from your PC, your Mac, or your mobile device.

Clio provides a comprehensive solution for running a law practice. From intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

Task Scheduling
Clio has rich calendaring and task management capabilities that help to facilitate collaborative, accurate deadline management.

Time Tracking/Billing
A great feature of Clio is the simple time tracking tools that ensure accurate billing and recovery. With the ability to start and stop multiple timers for full time tracking, you will always be on top of your time management.

Clio’s intuitive billing system streamlines the process of generating flexible, professional-looking invoices.

Document Management
As Clio utilizes the power of the cloud, you are able to quickly and securely store and access electronic copies of relevant file correspondence.

Bank Grade Security
Sensitive client data is protected with 256-bit SSL encryption combined with enterprise-class data security and redundancy.

Integrations
Clio seamlessly integrates with the following apps and services: Box, Chrometa, Dropbox, Fundbox, InvoiceSherpa, Microsoft Office 365, NetDocuments, QuickBooks Online, RightSignature, Xero, and Zapier. Clio supports the following devices: Mac, Windows, Web-based. It also has an API available for use.

Pricing
Clio uses a subscription pricing model with plans starting from $39.00 per month. It also has a free trial available, with no credit card required.

Bottom Line
Overall, Clio is a solid, comprehensive cloud-based practice management platform for the legal industry. By utilizing the cloud, Clio helps manage client relationships and document management. It also streamlines administration tasks and collaboration, and optimizes marketing initiatives.