Clio

The #1 legal software for clients, cases, billing, and more.

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Overview

Clio is a comprehensive, cloud-based legal practice management solution designed for law firms of all sizes. It provides tools for client intake and CRM (Clio Grow) and practice management (Clio Manage). Features include case and document management, time tracking, billing, online payments, and a secure client portal. Clio is approved by over 90 bar associations.

✨ Key Features

  • Client Intake & CRM (Clio Grow)
  • Case and Matter Management
  • Time Tracking and Billing
  • Online Payments
  • Document Management
  • Secure Client Portal
  • Task Management
  • Legal Calendaring
  • Mobile Apps (iOS & Android)

🎯 Key Differentiators

  • Market leadership and brand recognition in the legal tech space.
  • The largest third-party integration marketplace (Clio App Store).
  • Comprehensive solution combining practice management (Manage) and client intake/CRM (Grow).

Unique Value: Provides a user-friendly, reliable, and highly extensible platform that allows law firms to manage their entire practice from a single, secure location.

🎯 Use Cases (4)

Solo and small to large law firms Practice area-specific workflows Client intake and relationship management Billing and financial management

✅ Best For

  • Streamlining client intake processes
  • Automating billing and invoicing
  • Centralizing case and document management

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Firms requiring on-premise solutions

🏆 Alternatives

MyCase PracticePanther Filevine Smokeball

Offers a significantly larger ecosystem of integrations than its competitors, allowing firms to connect Clio to virtually any other tool they use, creating a customized and seamless workflow.

💻 Platforms

Web iOS Android API

🔌 Integrations

Microsoft 365 Google Workspace QuickBooks Online Xero Zoom Dropbox LawPay Zapier

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies by plan tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO ✓ SOC 2 Type 2

💰 Pricing

$49.00/mo

✓ 7-day free trial

Free tier: N/A

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