Five advantages of using Clio in your legal practice

Clio Suite consists of Clio Manage for legal practice management, and Clio Grow, a legal client intake and CRM software.

Access from anywhere: 

You can access your Clio software via the web or mobile application, so you can be productive from anywhere. You will have access to your documents, case files, time and billing, calendar and notes on the go. With a single point of data entry available wherever you are, you are able to eliminate duplicate data entry.

Security: 

Clio ensures the security of your data with 256-bit encryption. Clio is verified by DigiCert and is audited daily by McAfee, offering peace-of-mind to legal professionals using the platform.

Integrations with various softwares:

Clio integrates with over 150 different softwares to allow you to connect to the software you want to use, and build your own software ecosystem to manage your practice

  • Xero Integration ensures that your time and billing is only input once, from a single point-of-entry. This allows you full control of the accuracy of your revenue capturing.
  • The Microsoft Outlook add-in allows legal professionals who use Clio Manage and Office 365 to sync emails, attachments, and time entries from Microsoft Outlook to Clio Manage, while a G-mail extension allows access to case management features directly from G-mail. You can also sync your contacts and calendars from Office 365 or Google to Clio.
  • Scrive eSign and DocuSign integration allow you to seamlessly and securely send documents for signature digitally, cutting response times from days or weeks to mere minutes.
  • Dropbox, Google Drive, Box.com and OneDrive integrate seamlessly with Clio to allow you to link documents from document storage to matters in Clio quickly and easily.

Easy client accounting:

Clio’s client accounting software labels and tracks clients’ funds in client accounts. You can track multiple bank accounts and organise your client trust funds by matter and client, making client accounting reconciliation easy.

Firm-wide document templates:

Clio allows legal professionals to create documents templates which will automatically update variable fields such as contact, case, and other custom fields, to produce documents quickly and efficiently when they are required.