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Clio Coupons, Reviews, Comparisons and Alternatives


About Clio

Clio is a web-based practice management software that contain a comprehensive suite practice management tools tailored specifically for the needs solo practitioners and small firms.

Clio helps you spend your valuable time building your practice instead of managing the desktop application, with its user interfaces both clean and easy to use. The dashboard helps you stay on top of your outstanding tasks and schedule for the day.

Clio calendar allows you to to track your reminders, dues, and action items and also share them with members of your team.

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  • Platforms
    Web based
    Windows
    Mac OSX
    Linux
  • Mobile
    iOS
    Android
  • API
    Availability
  • Pricing
    View details
    Subscription Plans
    Free Plan

Features & Specifications

Key Features


Specifications

Categories
Supported languages
English
Serviceable Area
World Wide
Supported Platforms
  • Web Based
  • Mobile Web
  • Desktop Windows
  • Desktop Mac OSX
  • Mobile App IOS
  • Mobile App Android
API availability
API is available. Protocol / Formats : JSON, REST .
Access the API documentation
Integrations
Clio integrates with Zapier and more than 11 other solutions. View details
Support Options
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials
Security and privacy
  • Encryption of data at rest
  • SSL for all pages in application domain
  • Multi-factor authentification
  • Multiple Location Data backup

Ratings Summary

Domain Authority 56
#3
Alexa Rank 38307
#2
Platforms 88
#2

Clio Demo Video

Clio Screenshots

Plans & Pricing

Clio

$81.4
for 1 Month / 1 user(s)

Features

  • Client and Matter Management
  • Quickbooks Integration
  • Calendaring and Reminders
  • Timesheets/Activity Tracking
  • Reporting
  • Trust Accounting/Management
  • Time Reporting
  • Multi-user Access
  • Clio Client Connect
  • Performance AnalysisandReporting
  • Online Bill Payment

Clio

$881.88
for 1 Year / 1 user(s)

Features

  • Client and Matter Management
  • Quickbooks Integration
  • Calendaring and Reminders
  • Timesheets/Activity Tracking
  • Reporting
  • Trust Accounting/Management
  • Time Reporting
  • Multi-user Access
  • Clio Client Connect
  • Performance AnalysisandReporting
  • Online Bill Payment

Showing 4 out of 6 - View All

Clio Integrations

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Zapier

Cloud Integration

Clio integrates with Zapier. Zapier lets you easily connect the web apps you use, making it easy to automate tedious tasks. Yo...
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Xero

Accounting & Finance

Clio integrates with Xero. Xero is an online accounting platform that is designed for small businesses and their advisors. W...
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Wishpond

Campaign Management

Clio integrates with Wishpond. Wishpond is an All-in-One marketing platform designed to help businesses generate and nurture lea...
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InvoiceSherpa

Accounting

Clio integrates with InvoiceSherpa. InvoiceSherpa is an automated account receivable and reminder invoice app that works with your exist...
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Clio Review by Cloudswave

Legally representing clients is no easy feat, and when you factor in the administrative duties that the law profession entails – document management, time tracking, invoicing, legal accounting, and calendar management – things can get pretty overwhelming.
The good news is that in this time and age of software services integrating different features in one application, people from all walks of life need not be confined to their offices, glued to their chairs, in front of their computers, and switching between several different applications to get things done – exactly what practice management software can do for legal professionals.

Law practice management software – what is it?

A law practice management solution is a tool that helps lawyers and law firms manage their essential day-to-day activities – from record management to billing and bookkeeping, from calendar management to document archiving, from appointment management to document automation.
In other words, it’s your trusty legal assistant without the paid sick days and vacation time-offs.

Law practice management software – do you need one?

There are people who argue – some are lawyers themselves – that a law practice management software is a waste of time and resources. They insist that document management is the sole reason law firms and legal professionals invest in a law practice management solution, and that more efficient use of document folders, which are inherent in any operating system, is enough to address the need for a document manager that gets the job done.
This may be the case for solopreneurs and small businesses, but as your business grows and the number of customers you serve begin to pile up, complications are likely to arise – duplicate records, folders and more folders to sift through to find the case or client record you need, your hard drive crashing and your files ending up corrupted, and so on.
Furthermore, with traditional law practice management solutions, working remotely or away from the four walls of your law office means copying the necessary files, documents, and folders to a USB drive (or sending them to your document management account like Dropbox, for example) and then updating the original file to keep your master records up to date – a time-consuming, error-prone, and redundant exercise, to say the least.
With law practice management solutions like Clio, expect your overall productivity to skyrocket in no time.

But first, what is Clio?

Used by tens of thousands of legal professionals all over the world, Clio was launched by friends Jack Newton and Rian Gauvreau in 2008. Aside from its Vancouver, Canada headquarters, it now has offices in Dublin, Ireland and Toronto, Canada. In 2014, it ranked tenth in Deloitte’s Canadian Technology Fast 50 list of winners.
A cloud-based app that aims to help lawyers establish a better practice, manage their time better, and keep their sanity intact, Clio is a feature-packed law practice management application that covers processes such as document automation, time tracking, bookkeeping, billing, legal accounting, calendar management, note-taking, task management, and matter management.
To ensure your data, records, and documents enjoy bank-grade security protection at all times, data travel between your browser and Clio’s servers are validated by Norton Secured by Symantec and protected by 256-bit SSL (secure socket layer) encryption and two-factor authentication. McAfee Secure, on the other hand, protects your data from online threats and security vulnerabilities.
Clio can be used on any device – desktop, laptop, tablet, or smartphone. Native mobile apps can be downloaded from the App Store and Google Play.

Clio’s core features

Clio is a widely used law practice management solution, and below are some of the reasons for its popularity:

Clio Connect

Clio Connect is Clio’s online portal where the action actually happens. It enables legal professionals to securely collaborate with clients, co-counsels, and expert witnesses. A better option than email where document versioning isn’t supported, Clio Connect is where resources, such as bills and documents, are shared. It employs the same security settings as your Clio account, keeping your data safe and free from unauthorized access.
A bill or document can be shared via the recipient’s contact card in Clio Connect or the main document tab. As long as you ticked the appropriate checkbox, recipients receive an automated email alert prompting them to view the source. If they haven’t yet created a Clio Connect account, they’ll be asked to sign up.
With Clio Connect, you can assign tasks to colleagues and invite people to calendar events. You can also ask clients to sign a contract, send you a document, or view relevant documentation.
And then, there’s the client portal. It used to be that when people sought legal services, they handed over the necessary documents to their lawyers. After which, they pretty much had no idea what was going on until an update was issued to them. Invoices were sent through standalone invoicing services, if not through snail mail.
Clio Connect provides your clients with their own login credentials to access a dashboard especially created for them. They see every document, message, and invoice shared with them. Plus, for bills sent via Clio Connect, they can use online payment services like PayPal and LawPay, which readily integrate with the Clio platform, to securely settle their dues.

Document automation

We all know that lawyers are a busy bunch, so when on the lookout for a law practice management software, one of the critical components needing careful consideration is document automation. Document automation, in a nutshell, simplifies the process of assembling a document – a handy feature if you use the same documents over and over (except for the client’s information), such as closing forms, lease contracts, summons, among others.
With Clio, all your legal files are kept in one place, making it quick and easy to organize, search through, and archive your documents. Through templates, documents are automatically created using merge fields from contracts and Clio matters. This means you no longer need to manually find and replace names, addresses, and other pertinent information to create new contracts and other legal documents for your clients.
Clio likewise lets you upload documents and organize them by matter. The documents can come from your computer’s hard drive, an external storage device like a USB disk, or a cloud-based file sharing app like Dropbox, Google Drive, Box, and NetDocuments. Clio saves multiple revision histories and shows you the changes made from one version to another.

Time tracking

Clio has a built-in time-tracking feature that captures the time you spend on each of your cases. This makes sure your billable hours are accurately recorded, and invoice generation can be done in just a few clicks.
To start keeping time, you can either start the timer on your device the moment you start working, or record bulk entries when the work day ends. Clio also lets you directly create time entries on your calendar, tasks, and documents. Even better, Clio Express lets you capture time even when you’re offline.

Calendar management

To keep track of your meetings, appointments, and deadlines, all calendar entries in Clio are tied to individual matters. For heightened collaboration, calendar entries can be shared with co-counsels and meeting reminders with clients.
Clio supports two-way integration with your Google and Outlook calendars, which means all entries made to Clio’s built-in calendar are automatically reflected in your Google or Outlook calendar, and vice versa. To stay on top of court-mandated deadlines, Clio has also partnered with Court Rules (for subscribers of the Clio Elite plan), so you don’t have to manually fill out your court calendar and keep track of important dates.

Integrations

To simplify your bookkeeping and legal accounting processes, Clio integrates with third-party accounting apps like Xero and QuickBooks Online. The app also integrates with AgileLaw for paperless deposition, Chrometa and Click to File for time tracking, Dropbox, Box, and Google Drive for file sharing and document management, DirectLaw to make your website interactive, DomainSkate for trademark monitoring, FamilyLaw.DivorceHelp123 for family law documents, and Fundbox for advanced invoice payments.
Other ready-made integrations include gUnify for call logs, Intake123 for online forms, InvoiceSherpa for automating your accounts receivables, JurisPage for mobile-responsive law firm sites, Lexicata for your CRM and client intake needs, My Legal Briefcase for small claims schedules and documents, and more.

Clio support

In case you have any queries or issues while using Clio, Clio has a help center that covers various topics: announcement and product updates, how-to guides on Clio usage, accounting, billing and time tracking, contacts and matters, customizations and custom fields, documents, communications, calendars, tasks, and court rules, Clio Connect, reporting and analytics, and many more.
Questions can also be directed to Clio’s email account and Twitter handle, or via support numbers for the North America and EMEA (Europe, the Middle East, and Africa) regions.

Should you use Clio?

Based on the testimonies of various law practitioners who have used and are still using Clio, Clio is easy to use and makes them focused and productive in many ways by keeping all of their documents, calendars, and tasks in one platform. Add to that the functionalities carried by their mobile apps to service your clients even when you’re a thousand miles away from the office.
In terms of Clio’s brand of customer service, Clio users offer a generally positive sentiment: Clio is an exceptionally useful tool.
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FAQs for Clio

Clio is a web-based practice management software that includes a full suite of tools designed specifically for the administrative needs of legal practitioners and small firms. It tracks and organizes tasks, activities, key client information, client invoices, as well as your files and documents, allowing you to increase your firm's productivity and efficiency.
If you're interested in using Clio to manage the back-end processes associated with legal practice, this FAQ may help answer your pressing questions, if any.

What are the advantages of using Clio?

Clio is designed to help lawyers build a better practice by providing them with an all-in-one application that you can use in managing your firm. Since Clio is a web-based software, it enables you to access and manage your practice from any device – desktop, laptop, or mobile device – anywhere in the world, as long as you’re connected to the Internet.
Instead of toggling between applications to keep your files organized and your tasks on point, Clio lets you manage all of your firm's data from one central location. With a user interface that’s clutter-free and easy to use, Clio helps you stay on top of your outstanding tasks and schedules through the performance dashboard, integrated calendar, time tracking tools, and matter management system.

How much does Clio cost?

Clio offers three plans. The Starter plan costs $39 per user per month and includes basic tools such as performance dashboard, custom invoices, and time tracking. The Boutique plan costs $59 per user per month and includes everything in the Starter plan, plus integrations with other software such as QuickBooks for accounting, Gmail, and Evernote, and a weekly export of your documents to your Amazon cloud storage.
The Elite Plan costs $99 per user per month and includes all tools you need to efficiently manage your firm. All plans can be tested for free.

What if I need help?

If you need help, Clio’s help center has a knowledge base containing comprehensive guides on the various Clio functions. You can also direct your questions or concerns to the customer support team via email and Twitter, or through international support numbers.
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