Clio Manage is a powerful, innovative, user-friendly law practice platform that offers law firms an array of options for adding functionality through its extensive App Directory and open API. Clio Manage is part of the Clio Suite, which also includes Clio Grow.
Who Clio is For
Clio is the clear leader in cloud-based law practice management software. While it is good for most small firms, its App Directory and open API make it especially attractive for firms that want to build a system out of multiple tools, all working together. If you are shopping for law practice management software for your firm, Clio should be on your short list of options to test.
Secure Client Portal
Billing & Invoicing
Additional Details about Clio
Security. Clio uses SSL to secure your session whenever you are logged in. This is comparable to the level of security your bank uses. Additionally, you can secure your account with two-factor authentication and require all users to use strong passwords. Clients (and anyone else you add) get that same level of security when logging into Clio Connect to access documents or communications.
Backup. If you are nervous about trusting Clio to keep your account backed up (this is an appropriate level of paranoia, FYI), it is relatively easy to back up your data to Amazon S3 with its Data Escrow feature. This sounds way more complicated than it is, and Clio provides step-by-step instructions will get you set up with Data Escrow pretty quickly and easily. If you sign up for Clio, you should absolutely set up Data Escrow. You can never be too redundant when it comes to backup.
Also, it’s not backup but there is Recovery Bin which functions as a short-term “undo” option in case you accidentally delete something and want it back.
Accounting sold separately. Clio can handle your billing, trust accounting, and basic bookkeeping, and they have recently updated their software to include better trust account management and accounts receivable aging reports. But even with all this, you may need a full accounting software package like QuickBooks or Xero. Fortunately, you can integrate both.
Migrating. If you already use practice management software, Clio will help you migrate your data from your old software. Of course, the quality of the migration depends as much on the source (your old software) as the destination. When you contact Clio’s account migration team (open a new support ticket after you sign up), they will give you a good idea of what sort of results you can expect.
No matter what you use, Clio will not migrate certain things. These include historical accounting and billing information or documents stored in your old software. However, you can migrate your accounts receivable, and the bulk document uploader option should be able to help with getting your documents into the new system. If you have a lot of accounting data in an old system, it probably makes sense to migrate at the beginning of a new year to minimize the time you spend on setting up your books.
Evergreen Trust Management. Clio has recently introduced a way to easily manage your trust accounts through its Evergreen Management update. This update allows you to set minimum thresholds for trust balances, automate trust balance notifications, review the status of funds, and track cashflow with Clio’s Trust Management Report, all to help you keep your trust accounts evergreen.
Track your marketing. With Campaign Tracker, you can generate unique phone numbers (routed to your firm phone number) to use with ads, create contact forms, and enter leads manually. It’s a simple solution to a common problem: figuring out where your clients came from.