Clio

Clio is a good fit for firms looking for exceptional user experience in the cloud. It’s also great for web and mobile app integrations if you like to work on the move. It’s probably not a good fit for firms looking for desktop software options.

More About Clio

Clio is a cloud-based, mobile-friendly law practice management software that has many tools a modern law firms need to run a successful practice. Manage contacts, time-track and sync your Clio calendar with Google, Outlook, and Microsoft Office 365. Handle documents with ease in Clio’s document manager, where you can collaborate with clients and view changes and edits, all within their secure portal.

Create tasks with due dates, bill using their basic accounting features, and track potential-client referrals in their Campaign Tracker. Stay on top of billable hours with their powerful time keeper. Track hours from your desktop, mobile, or tablet, make bulk entries at the end of the day, and pull hours straight from your calendar. With a long list of integrations (and new ones added frequently), you can easily work with programs like Microsoft Office 365 Business, Docket Alarm, and Ruby Receptionists.

With no internal email server, you have the option of adding a Gmail extension for Chrome that lets you save emails to Clio with attachments, add tasks, and bill time. Clio plays well with Google Apps in general, syncing calendars, contacts, and files from Drive. Clio uses SSL to secure your session whenever you are logged into Clio, and allows you to easily back up your server using Amazon s3.

Features

Clio Law Practice Management Software

 Clio
Websiteclio.com
Starting Price
 
$39/user/month
InstallationCloud
Apps
 
 
 
Web app
iOS app
Android app
Email Client
Calendar
Client/Contact Mgmt
Case/Matter Mgmt
Task Management
Secure Portal
Conflict Checking
Document Mgmt
Document Assembly
Timekeeping
Billing & Invoicing
Online Payments
Trust Accounting
Basic Bookkeeping
Full Accounting

Company Info

Clio was launched in 2008 and Themis Solutions, Inc. is headquartered in Canada.

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