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Clio matter management software logo

The #1 legal software for clients, cases, billing, and more

Clio image banner on Legalytech's partner page.

Clio is a comprehensive cloud-based legal practice management software specifically designed to help law firms and legal teams streamline their operations and improve productivity. With its robust suite of features, Clio enables teams to manage cases, track time, automate tasks, and collaborate effectively, ultimately driving success for their organization. Here's how Clio can benefit various teams within a law firm:

For Legal Practitioners:

  1. Case Management: Clio's intuitive case management system helps legal practitioners organize and track case details, documents, and deadlines. By providing a centralized platform, Clio allows lawyers to easily access and manage essential case information, enhancing productivity and reducing errors.

  2. Time Tracking and Billing: With its integrated time tracking feature, Clio enables lawyers to accurately record billable hours, simplifying the billing process and ensuring clients are billed fairly. The software also streamlines the generation and management of invoices, payment processing, and reporting, saving time and reducing administrative overhead.

  3. Document Automation: Clio's document automation feature allows legal practitioners to quickly generate customized legal documents using pre-approved templates and case-specific information. This significantly reduces the time spent on manual document creation, allowing lawyers to focus on higher-value tasks.

For Administrative and Support Staff:


  1. Task and Workflow Management: Clio's task and workflow management features help administrative and support staff stay on top of their work, with customizable task lists, automated reminders, and notifications for upcoming deadlines.

  2. Client Intake and Communication: With Clio's client intake tools, support staff can streamline gathering client information and maintaining up-to-date contact records. The platform also facilitates secure and organized client communication, ensuring all relevant parties are well-informed and engaged throughout the legal process.

  3. Secure Document Storage: Clio provides a secure and centralized document repository, allowing administrative staff to store, organize, and access essential files and documents with ease.

For Legal Management and Firm Leadership:

  1. Reporting and Analytics: Clio offers robust reporting and analytics tools that provide firm leadership with valuable insights into their practice's performance. By tracking billable hours, revenue, and case status metrics, decision-makers can identify trends, monitor productivity, and make data-driven decisions to optimize their operations.

  2. Collaboration and Remote Work: With its cloud-based infrastructure, Clio facilitates seamless collaboration among team members, allowing them to work remotely and access critical information from anywhere at any time.

  3. Integration with Essential Tools: Clio integrates with popular legal software and productivity tools, such as Microsoft Office, Google Workspace, and document e-signing platforms, ensuring teams can work efficiently without switching between multiple applications.

By implementing Clio, law firms and legal teams can experience improved efficiency, enhanced collaboration, and streamlined case management. With its extensive features and commitment to providing a seamless user experience, Clio is the go-to solution for legal professionals seeking to optimize their practice and drive success.

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The #1 legal software for clients, cases, billing, and more

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