Updated on: June 14, 2023
CLIO
Claim your ProfileWhat is CLIO?
Clio is an AI-powered legal software platform designed to streamline the practice of modern law for law firms and legal professionals. Clio helps legal professionals build and manage their practices more effectively with features including automated document creation, organization of matters and contacts, time and billing tracking, and more. Clio also offers integrations with popular third-party apps and services such as open banking, online payment processing, and online tax filing, to help firms streamline workflows. With its artificial intelligence-based features, Clio enables legal professionals to save time, money, and increase efficiency.
CLIO Features
- Reporting
- Dashboard
- Cloud
- Mobility
- Reporting
- Dashboard
- Cloud
- Mobility
- Contact Management
- Document Management
- Calendar Integration
- Workflow
- Document Management
- Calendar Integration
- Workflow
- Time Tracking
- Payments
- Billing
CLIO Pricing
EasyStart
$39.00
- Accurately track time and expenses. Bill hourly, flat fee, or contingency.
- Make it easy for clients to pay online using credit, debit, or eCheck (US).
- Manage cases, tasks, documents, and calendars, all in one place.
- Work smarter with e-signatures, plus Outlook and Gmail integrations.
Essentials
$69.00
- Everything in EasyStart and...
- Securely communicate and collaborate with clients, from anywhere.
- Add templates and auto-fill documents using case and custom data.
- Customize automated workflows, and track court deadlines with reminders.
- Connect Clio to 200+ apps including QuickBooks, Zoom, and more.
Advanced
$99.00
- Everything in Essentials and...
- Manage staff workload and bottlenecks with increased task detail.
- Gain insights on case profitability, billing contributions, and more.
- Help more clients with fast document searches and unlimited e-signatures.
- Get live onboarding sessions and training, with priority support.
Complete
$129.00
- Everything in Advanced and...
- Clio Grow ($49/user value)
- Prevent missed opportunities with a streamlined client intake process.
- Deliver an effortless client experience with online appointment bookings.
- Save time on repetitive tasks with automated intake forms and emails.
- Optimize your marketing dollars with referral source reporting.
