Clio Reviews & Pricing

Key Features

• Client Management: Increase operational efficiency by automating standard firm procedures throughout the client lifecycle. Improve the customer experience by encouraging client collaborations in case operations. 
  • Client Intake Management: Automate logging and synchronization of client intake data, case management tasks and calendar information under one scheduling environment. Track potential client information and open new matters seamlessly with Quick Intake. 
  • Client Tracking: Never miss a single task or appointment with checklists, automated reminders and cross-platform sharing of client information and documentation. Follow up on potential clients and collect matter details with 24/7 secure access to cases, scheduling, contacts through Online Intake Forms and the Matter Pipeline. 
  • Client Services: Increase client engagement with automated follow-up emails and reminders. Offer flexible payment options including online credit cards. 
• Security: Secure your data from potential external and internal vulnerabilities with a dedicated cybersecurity portal. Enforce administrative, physical and technical controls like 2FA, criminal background checks, security training and more to protect against future liabilities. 
  • Compliance: Ensure GDPR compliance both as a data controller and processor. Get payments processed 39% faster with credit cards while operating in compliance with PCI guidelines. 
  • Data Encryption: Store and transmit data securely with HTTPS and TLS-based in-transit and at-rest encryption. The secure web interface is verified by DigiCert. 
  • Control Implementation: Control access to sensitive information with role-based permissions, login safeguards and session/activity tracking via IP information. Increase safety standards with strong passwords, regular password resets and two-factor authentication via the mobile app. 
• Firm Insights: Thoroughly understand the firm’s strengths and weaknesses with in-depth reporting on the most valuable referral sources, clients, and matter types. Compare actual matter totals to estimated ones and track billed, unbilled and collected amounts. 
• Case Management: Track and manage case-related documents, bills, time and client contact information from anywhere. Integrate pre-existing case information from over 200 applications including Dropbox, Outlook and Google Workspace. 
• Document Management: Remotely store and access an unlimited number of legal documents, images, audio and video files. Backup documents automatically, filter and sort using customized categories, search using keywords and send documents for signature through the e-Signature portal. 
• Billing Management: Create, approve and send bills electronically and process interest for late payments with the Clio Connect portal. Offer automated, flexible and faster payment plans with integrated credit card processing via the Clio Payments extension. 
• Contact Management: Track the firm’s clients and contacts with quick overviews of their connected matters, documents, transactions and bills. Trace their interactions with the firm, identify conflict of interests, if any, and log case-specific information in custom data fields. 
• Accounting: Create trust and operating accounts and produce invoices in compliance with legal industry regulations. Use the client ledger portal to monitor all accounts and transactions associated with a client and perform 3-way reconciliations either manually or with the help of third-party extensions. 
• Calendar Management: Stay on top of deadlines and important dates by synchronizing calendars with cases. Create custom entries to log more billable hours, share important events and dates with clients and keep track of firm-wide events, meetings and appointments. 
• Task Management: Keep track of pending tasks on legal cases, assign tasks to other members and set as many customized task categories as required using the Advanced Tasks portal. Get notifications about overdue tasks, organized by due date, in the main dashboard. 
• Time and Expense Tracking: Keep a record of time spent working by seamlessly adding entries from calendar events, tasks, communication logs, notes, documents, Outlook and Gmail. Track time and expenses in real time even when on the go using the mobile application. 
• Performance Management: Get detailed reports on the utilization of the firm’s time with insights on how to streamline workflows and reallocate resources for better productivity. Identify unbilled hours and write-offs to prevent further incidents. 
• Legal Client App: Clients can use the mobile app to receive push notifications, status updates and case details, contact their lawyer and scan and upload documents. Case lawyers provide sign up links via email for secure login with Face ID or Touch ID verification. 

Limitations

•  Functions depend heavily on integrations and contain bugs. 
•  More expensive than its competitors. 
•  Requires manual import of documents and accounting information during implementation. 
•  Requires users to subscribe to both Clio Grow and Clio Manage to access the entire suite. 
•  Limited accounting abilities without QuickBooks integration. 
•  Reporting lacks customizability. 

Suite Support