Clio - Legal Practice Management

Legal Practice Management Made Easy with Clio

Clio is the most comprehensive yet easy-to-use cloud-based law practice management software in the world.

About Clio

Clio is a cloud-based legal practice management software designed to streamline and automate law firm operations.

Key features and capabilities:

• Case management – Track matters with timeline and status views, attach documents, log activities, and manage deadlines.
• Time tracking – Precisely track billable and non-billable time entries against cases and tasks. Capture time in real-time with mobile apps.
• Billing – Generate customized invoices, accept online payments, automate recurring billing and get paid faster.
• Calendaring – Maintain schedules, synchronize calendar views across the firm, and manage appointments.
• Document management – Safely store and collaborate on clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. files in the cloud. Organize with folders, labels, search etc.
• Reporting – Get actionable insights into productivity, profitabilityProfitability Profitability is the potential, degree, metric, ability or relative efficiency of a business to yield financial gain (i.e., profits) after all relevant expenses and costs have been deducted., collections etc through custom reports and interactive dashboards.
• Payments – Invoice clients and accept credit card payments directly through Clio. Integrates with payment processors.
• Security compliance – Clio meets stringent legal industry security standards like SOC 2 Type II compliance. DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. is protected securely.
• Integrations – Sync contacts, calendars, and documents with Office 365, Gmail, Outlook, etc. API access provided.

In summary, Clio provides an all-in-one cloud platform with robust features to help law firms and legal professionals efficiently manage cases, billing, compliance, payments, and more while improving productivity and profitability.