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Clio

The #1 legal practice management software

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About

Clio provides a powerful suite of tools to help modern legal professionals manage, grow and manage their businesses, from case intake to billing.

Features

Access Controls/Permissions
Accounting
Accounting Cross-Validation
ACH Payment Processing
Activity Dashboard
Alerts/Notifications
Appointment Scheduling
Archiving & Retention
Assignment Management
Bank Reconciliation
Billable and Non-Billable Hours
Billing Portal
Billing Rate Management
Calendar and Reminder System
Calendar Management
Calendar Sync
Case Management
Case Notes
Check Writing
Client Portal
Collaboration Tools
Communication Management
Compliance Management
Compliance Tracking
Conflict Management
Contact Database
Contract/License Management
Court Rules-Based Scheduling
Credit and Debit Card Processing
Critical Date Alerts
CRM
Customer Management
Customer Statements
Customizable Invoices
Customizable Reports
Deadline Management
Dependency Tracking
Document Classification
Document Generation
Document Management
Electronic Filing
Electronic Payments
Electronic Signature
Email Management
Expense Tracking
Fee Calculation & Validation
File Conversion
File Management
File Sharing
Financial Management
Forms Automation
Income & Balance Sheet
In-Person Payments
Interaction Tracking
Invoice Processing
Invoicing
Invoicing Automatic
Job Management Sales Pipeline
Legal Case Management
Legal Forms Library
Mobile Payments
Multiple Currency Support
Multiple Payment Options
Optical Character Recognition
Patent/Trademark Management
Payment Gateway Integration
Payment Prevention Fraudulent
Payment Processing
PCI Compliance
Prioritization
Project Tracking
Purchase Order Management
Quotes
Ratings and Reviews
Recurring & Subscription Billing
Reports & Analytics
Reports & Statistics
Resource Management
Secure Data Storage
Segmentation
SSL Security
Staff Calendar
Status Tracking
Task Editing
Task Management
Tax Calculation
Tax Management
Territory Management
Third-Party Integrations
Time & Expense Tracking
Time Tracking
To-Do List
Trust Accounting
Version Management
Workflow Management

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