CLIO - WEB BASED PRACTICE MANAGEMENT

Clio helps lawyers build a better practice.
Clio is the most comprehensive, yet easy-to-use, cloud-based law practice management software. Join tens of thousands of legal professionals who trust Clio to manage and grow their firms.
Completely web-based, Clio is legal practice management software that is specifically designed for solo practitioners and small-to-medium sized law firms. Founded in Canada in 2007, Clio established its European headquarters and a data centre in Ireland in 2014. While Clio's roots are in North America, it is used by law firms in Ireland and around the world because Clio's core functionality meets the needs of most solo practitioners and small firms: calendaring, time tracking, note-taking, document management, client accounting, managing retainers and billing. In fact, Clio was recently approved as a supplier to the Law Society of Scotland.

FLEXIBLE

With Clio important client data is securely accessible from anywhere via virtually any device, so that you - and each member of your firm - can always have live access to up-to-date information in the cloud using an iPhone, iPad android-based devices or a BlackBerry. Your practice is wherever you are - whether you're at the office, in court, at home or even on holidays.
 
Because Clio is web-based, getting up-and-running takes only a few minutes, there's no complicated software to download, install or configure. The Clio platform is updated and improved on a continuous basis. As a result, you get smaller software updates rolled out seamlessly on a near-weekly basis rather one large update once a year - and unlike with traditional software systems, there is no extra cost for the updates.

SECURE

Clio employs state-of-the-art, bank-grade security to ensure your sensitive data stays safe and secure at all times. All communications with Clio utilise SSL encryption, ensuring that they are secure and immune to eavesdropping by third parties.  

For European customers, Clio's servers are located in their secure data centre in Ireland and audited on a daily basis by McAfee, the world's largest internet security company. McAfee performs a rigorous security audit of Clio's servers every 24 hours and immediately notifies Clio's security team of any potential security risks.

White Paper: Comparing the Cost

What is the total cost of ownership of Clio vs. traditional desktop practice management solutions?

Why should lawyers consider cloud-based legal practice management systems as an alternative to traditional on-premise software? What is more cost effective: the monthly subscription-based fees of cloud computing offerings or the up-front purchase and ongoing operating costs of on-premise software? How can you establish your Total Cost of Ownership (TCO) ?

TASK MANAGEMENT

Stay on top of critical deadlines and your day-to-day tasks with Clio's task management system.

Clio makes it easy to "Get Things Done" and helps make forgotten tasks a thing of the past. Clio's dashboard provides a centralized view of your upcoming tasks and schedule so you know, at-a-glance, what commitments you have for the day. 

with colleagues with Clio's easy-to-use task assignment system. Simple yet powerful, Clio allows you to easily link tasks to matters, assign tasks to other members of your firm and monitor the progress of task completion for a specific matter. A shared, matter-level task list makes it easy to see what's complete, what's outstanding and who's responsible. 

Clio's matter-centric workflow allows you to easily link tasks, calendar items and documents and other case-specific information to matters (cases). Clio makes it possible to view all tasks across all matters, or to drill-down to the tasks only relating to a specific matter. Everything you need to know about a matter is just one click away.

TIME TRACKING

Clio's integrated time tracking system makes it easy for every member of your firm to keep detailed and accurate time records. Clio's time tracking system is intuitive and easy-to-use, meaning you can stop dreading timesheets and start easily tracking time through the day as you work. Like everything else in Clio, time entries are easily linked to matters, making bill generation efficient and easy. Clio's time tracking functionality makes it easy and convenient to track time on a variety of items. 

With Clio your calendar is available wherever and whenever you need it. Access your calendar from your desktop, laptop or mobile device in real time. Firm-wide calendaring makes it easy to invite specific members of the firm, or the entire firm, to events.

BILLING

Clio's Practice Performance dashboard allows you to continuously monitor your firm's financial health by providing real-time reports on billing targets. Set custom goals for billings and Clio will advise you of progress against those goals on a daily, weekly and monthly basis. 

Clio makes it easy to directly bill time from tasks as you work on them. Simply click Clio's "Add Time" button next to the task, select a timekeeping category and you've created a billable time entry. 

Separate yourself from the crowd by creating polished, professional-looking bills in seconds. Choose from professionally-designed invoice templates and customise them to your liking using Clio's sophisticated invoice templating system. Brand your Clio invoices with your own logo. Four professionally designed templates are available as starting points. 

The requirements for invoice formatting in each solicitor's office are unique. Clio's invoice templating system offers over 140 customizations for bills, allowing you to create a hand-crafted invoice template that fits with your firm's brand and image. Clio's unique "What You See Is What You Get" (WYSIWIG) customization interface makes designing customized invoices a snap. 

White Paper: Why Go Cloud?

Five reasons why lawyers should adopt cloud-based technology

This white paper is written by internationally respected legal technology expert Brett Burney. The paper covers the myriad of issues that arise when law firms debate whether to migrate their practice to a cloud-based environment.

Topics covered include:
  • What is Cloud Computing?
  • What are the 5 reasons why lawyers should adopt Cloud Computing?

ONLINE BILL PAYMENTS

Receive online bill payments via credit card or PayPal using Clio's client portal, Clio Connect. Clio automatically sends clients a link to an outstanding invoice and the client can easily pay the invoice via PayPal, credit card or other online payment systems. Get up and running with Clio's PayPal integration with two clicks and you can start receiving online bill payments immediately.

REPORTS

Clio offers a wide variety of reports to facilitate a your analysis needs. Stay on top of billings with Accounts Receivable and Billing History reports. Analyze client and lawyer productivity with the Productivity by Client and Productivity by User reports. Get real-time reports on client activity and financial positions with Client Activity, Client Ledger, Work in Progress and Bank Account Activity reports.

FINANCIAL MANAGEMENT

Clio's fully integrated trust accounting functionality makes it easy to stay on top of your client accounts. Clio's client accounting and billing systems are completely integrated, making it easy to receive payments for bills directly from client accounts. Appropriate client and operating account transactions are automatically created. Generate per-matter (case) and per-client client account reports for reconciliation or reporting purposes. Track retainers by matter (case) or client.

SECURE COLLABORATION

Clio Connect is a secure web-based client portal, allowing Clio users to share information and collaborate with clients through an easy-to-use online interface. Rather than managing large quantities of non-secure e-mail, lawyers can now leverage Clio’s bank-grade security technology to safely share information and collaborate on key aspects of a case. Easily share documents with clients. Clio Connect puts an end to endless e-mail attachments by making it easy to create a secure, easy-to-use client extranet.

DOCUMENT MANAGEMENT

Clio's document management system provides sophisticated document management capabilities. Integration with the Clio Connect client portal allows you to easily and securely share documents with clients. Built-in versioning, unlimited storage and Clio Connect integration make managing documents easy. Never lose track of a specific document version again. Clio's integrated versioning system makes it easy to track each version of a document as it evolves.

INTEGRATION WITH OTHER SYSTEMS

  • Email Integration: Clio's e-mail integration makes it easy to associate e-mails directly with a matter. Compatible with all e-mail clients (including Microsoft Outlook, Apple Mail, Thunderbird and Gmail) Clio's e-mail integration puts an end to email clutter.
  • Clio Sync for Outlook: provides bidirectional sync between Clio and Microsoft Outlook for contacts, calendar entries and tasks. Clio Sync for Outlook allows you to access your Clio calendar, contacts and tasks even if you're offline. Changes made while you're offline will be re-synced to Clio the next time you're online. Syncing Clio's contacts with Microsoft Outlook means creating mail merges, such as holiday mailings, is a snap.
  • Mobile Sync: Virtually every mobile device synchronizes with Microsoft Outlook, allowing you synchronise Outlook with both Clio and your preferred handheld device.

GOOGLE APPS INTEGRATION

Clio offers a deep integration with Google Apps. Single Sign-On, calendar sync and contact sync all help make sure switching between Google Apps and Clio is completely painless. Clio's e-mail integration also works seamlessly with Gmail.
  • Single Sign On: Access Clio from your Google Apps universal navigation bar. Simplified "Single Sign-On" means you only need to log in once to access both Google Apps and Clio.
  • Calendar & Contact Sync: Seamless bi-directional sync of your Clio diary and contacts with your Google Apps calendar and contacts vice-versa.

PRICING

No credit card required - all you need to get started is your email.