Clio logo

Clio Claim

Comprehensive case management software that meets the needs of your firm—and your clients

Why SoftwareWorld Chooses Clio:

“SoftwareWorld likely chose Clio based on its consistently positive online user reviews highlighting its user-friendly interface, comprehensive features tailored for legal professionals, and excellent customer support. Users appreciate its seamless integration capabilities, robust document management, and efficient billing and time-tracking functionalities. Clio's cloud-based platform enhances accessibility and collaboration, making it a preferred choice for law firms seeking to streamline their operations.”

Highly Recommended

Clio Overview

Clio is a leading cloud-based legal practice management software, tailored to meet the diverse needs of law firms. It excels in managing cases, tracking time, billing, and client communication, all within a single platform. With Clio, lawyers gain access to powerful features like document management, which streamlines the organization of legal documents, and calendaring, ensuring important deadlines are never missed. The software also offers a secure client portal for efficient communication and document sharing. Clio integrates seamlessly with other tools like email, accounting software, and online payment systems, making daily tasks more manageable. Its user-friendly interface and mobile app enable lawyers to work effectively from anywhere. Clio stands out for its ease of use, comprehensive features, and dedication to improving law firm efficiency.

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Clio Screenshot & Video

Contact Details

  • Vendor Name Clio
  • Founded 2007
  • Location Canada
  • Employees 1000+

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Mac Mac

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Clio Features

  • Arrow Icon Electronic Signature
  • Arrow Icon Version Control
  • Arrow Icon Search/Filter
  • Arrow Icon Approval Process Control
  • Arrow Icon Document Capture
  • Arrow Icon Commenting/Notes
  • Arrow Icon Task Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Audit Trail
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Activity Tracking
  • Arrow Icon File Recovery
  • Arrow Icon Archiving & Retention
  • Arrow Icon Offline Access
  • Arrow Icon Document Generation
  • Arrow Icon Drag & Drop
  • Arrow Icon Secure Data Storage
  • Arrow Icon Content Management
  • Arrow Icon Document Storage
  • Arrow Icon Forms Management
  • Arrow Icon Email Management
  • Arrow Icon Document Classification
  • Arrow Icon Document Review
  • Arrow Icon Tagging
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Task Scheduling
  • Arrow Icon Task Editing/Updating
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Calendar Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Create Subtasks
  • Arrow Icon Gamification
  • Arrow Icon Activity Tracking
  • Arrow Icon Prioritization
  • Arrow Icon Collaboration Tools
  • Arrow Icon To-Do List
  • Arrow Icon Project Planning
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Document Management
  • Arrow Icon Task Board View
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Assignment Management
  • Arrow Icon Status Tracking
  • Arrow Icon Email Management
  • Arrow Icon Recurring Tasks
  • Arrow Icon Project Tracking
  • Arrow Icon Time Tracking
  • Arrow Icon Task Tagging
  • Arrow Icon Deadline Management
  • Arrow Icon File Management
  • Arrow Icon Spreadsheet View
  • Arrow Icon Parent Task
  • Arrow Icon Search/Filter
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Forms Automation
  • Arrow Icon Client Portal
  • Arrow Icon Electronic Filing
  • Arrow Icon Client Management
  • Arrow Icon Bankruptcy Case Management
  • Arrow Icon Time Tracking
  • Arrow Icon Document Management
  • Arrow Icon Calendar Management
  • Arrow Icon Task Management
  • Arrow Icon Legal Forms Library
  • Arrow Icon Critical Date Alerts
  • Arrow Icon Exemption Management
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Mobile Payments
  • Arrow Icon Billing Portal
  • Arrow Icon Project Billing
  • Arrow Icon Tax Calculation
  • Arrow Icon Multi-Currency
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Contact Database
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Credit Card Processing
  • Arrow Icon Customizable Invoices
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Processing
  • Arrow Icon Reminders
  • Arrow Icon Payment Processing
  • Arrow Icon Document Management
  • Arrow Icon Hourly Billing
  • Arrow Icon Contingency Billing
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Status Tracking
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Task Management
  • Arrow Icon Contract/License Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Customizable Reports
  • Arrow Icon SSL Security
  • Arrow Icon Deadline Management
  • Arrow Icon Court Records Search
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Client Management
  • Arrow Icon Patent/Trademark Management
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Case Notes
  • Arrow Icon Document Management
  • Arrow Icon Legal Case Management
  • Arrow Icon Client Portal
  • Arrow Icon Expense Tracking
  • Arrow Icon Conflict Management
  • Arrow Icon Contract/License Management
  • Arrow Icon Time Tracking
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Process/Workflow Automation
  • Arrow Icon AI/Machine Learning
  • Arrow Icon Communication Management
  • Arrow Icon Client Management
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Calendar Management
  • Arrow Icon Conflict Management
  • Arrow Icon Client Management
  • Arrow Icon Document Management
  • Arrow Icon Email Management
  • Arrow Icon Task Management
  • Arrow Icon Trust Accounting
  • Arrow Icon Expense Tracking
  • Arrow Icon Legal Forms Library
  • Arrow Icon SMS Messaging
  • Arrow Icon Records Management
  • Arrow Icon Communication Management
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Trust Accounting
  • Arrow Icon Conflict Management
  • Arrow Icon Legal Case Management
  • Arrow Icon CRM
  • Arrow Icon Document Generation
  • Arrow Icon SSL Security
  • Arrow Icon Client Portal
  • Arrow Icon Contact Management
  • Arrow Icon Contract/License Management
  • Arrow Icon Document Management
  • Arrow Icon Reminders
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Calendar Management
  • Arrow Icon Task Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Activity Tracking
  • Arrow Icon Time Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customizable Fields
  • Arrow Icon Email Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Accounting
  • Arrow Icon Expense Tracking
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Tax Management
  • Arrow Icon General Ledger
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Management
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Activity Dashboard
  • Arrow Icon API
  • Arrow Icon Approval Process Control
  • Arrow Icon Audit Trail
  • Arrow Icon CPA Firms
  • Arrow Icon Multi-Currency
  • Arrow Icon Payroll Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Calendar Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Task Management
  • Arrow Icon Contact Database
  • Arrow Icon Automatic Billing
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Accounting
  • Arrow Icon Activity Dashboard
  • Arrow Icon Customizable Templates
  • Arrow Icon Client Portal
  • Arrow Icon Client Management
  • Arrow Icon Electronic Payments
  • Arrow Icon Case Management
  • Arrow Icon Document Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Billing Rate Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Activity Tracking
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Reminders
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Email Management
  • Arrow Icon Status Tracking
  • Arrow Icon Court Rules-Based Scheduling
  • Arrow Icon Staff Calendar
  • Arrow Icon Calendar Management
  • Arrow Icon Case Management
  • Arrow Icon Client Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Sync
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Expense Tracking
  • Arrow Icon Docket Management
  • Arrow Icon Case Notes
  • Arrow Icon Communication Management
  • Arrow Icon Conflict Management
  • Arrow Icon Document Management
  • Arrow Icon Calendar Management
  • Arrow Icon Client Management
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Workflow Management
  • Arrow Icon Time Tracking
  • Arrow Icon Email Management
  • Arrow Icon Case Management
  • Arrow Icon Trust Accounting
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Electronic Signature
  • Arrow Icon Document Storage
  • Arrow Icon For Legal Professionals
  • Arrow Icon Document Generation
  • Arrow Icon Document Capture
  • Arrow Icon Full Text Search
  • Arrow Icon Archiving & Retention
  • Arrow Icon Version Control
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Document Classification
  • Arrow Icon Document Management
  • Arrow Icon Compliance Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Contract/License Management
  • Arrow Icon Optical Character Recognition
  • Arrow Icon Case Management
  • Arrow Icon Secure Data Storage
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Electronic Signature
  • Arrow Icon Billing & Invoicing
  • Arrow Icon In-Person Payments
  • Arrow Icon Recurring/Subscription Billing
  • Arrow Icon Payment Fraud Prevention
  • Arrow Icon Payment Processing
  • Arrow Icon Data Security
  • Arrow Icon Electronic Payments
  • Arrow Icon Multiple Payment Options
  • Arrow Icon Payment Processing Services Integration
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Online Payments
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Debit/Credit Card Processing
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Mobile Payments
  • Arrow Icon PCI Compliance
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Multi-Currency
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Case Management
  • Arrow Icon Asset Accounting
  • Arrow Icon Check Writing
  • Arrow Icon Workflow Management
  • Arrow Icon Accrual Accounting
  • Arrow Icon Invoice Management
  • Arrow Icon Task Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Compliance Management
  • Arrow Icon Accounting
  • Arrow Icon Electronic Payments
  • Arrow Icon Data Import/Export
  • Arrow Icon Tax Management
  • Arrow Icon Cross Ledger Posting
  • Arrow Icon Customer Statements
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon General Ledger
  • Arrow Icon Contact Management
  • Arrow Icon Fee Calculation & Posting
  • Arrow Icon Receipt Management
  • Arrow Icon Document Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Trust Accounting
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export
  • Arrow Icon AI/Machine Learning

Clio Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 7 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment

Plans & Packages

EasyStart

$39 Per Month

Clio FAQs

Clio is a leading cloud-based legal practice management software, tailored to meet the diverse needs of law firms. It excels in managing cases, tracking time, billing, and client communication, all within a single platform. With Clio, lawyers gain access to powerful features like document management, which streamlines the organization of legal documents, and calendaring, ensuring important deadlines are never missed. The software also offers a secure client portal for efficient communication and document sharing. Clio integrates seamlessly with other tools like email, accounting software, and online payment systems, making daily tasks more manageable. Its user-friendly interface and mobile app enable lawyers to work effectively from anywhere. Clio stands out for its ease of use, comprehensive features, and dedication to improving law firm efficiency.

  • No, Clio does not offer a free version.

  • Yes, Clio offers a free trial.

  • No, Credit Card details are not required for the Clio trial.

  • Clio offers the following pricing plans & packages:

    EasyStart

    $39 Per Month

  • Clio supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, Clio offers an API.

  • Clio offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • Clio offers training with the following options:
    • In-person , Webinar , Documentation

  • Clio supports the following languages:
    • English

  • Following are the typical users of the Clio:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Clio supports the following deployment:
    • Cloud Hosted

  • Clio supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Mac

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