Clio is a legal case management software that simplifies the day-to-day operations of law firms and legal professionals. The tool offers robust features that help lawyers manage their case-related tasks, includes billing, calendaring, time-tracking, client management, document management, and more, all in one place.
Clio is built to provide legal professionals with an all-in-one solution for managing their legal practice. It works by syncing data across multiple devices and operating systems, allowing users to access their information from any location at any time. The software is cloud-based, meaning that it does not require any software installation or maintenance on the client's end, and users can access it through a browser or mobile device.
The software is highly customizable and adaptable. Users can tailor their workflows using Clio's numerous integrations with other apps, plugins and services (like Xero, Quickbooks, Zapier, LawPay, Dropbox, and more), creating a personalized set of tools that best suits their workflows.
Clio's dashboard provides users with a 360-degree view of their practice, including a full view of the client list, all active and successful projects, billed and unbilled hours, deadlines, archived documents, and a robust reporting system. The tool is specifically designed to increase efficiency and productivity while reducing billable time loss, Moreover, Clio's mobile app allows users to access the software on the go, and its offline mode ensures work continuity and data synchronization between devices.
It's worth noting that Clio has numerous security measures in place to protect client data, including password-protected access, encryption, 2FA authentication, socket layer encryption, redundant backups, and more. Clio is also compliant with the highest data privacy and information security standards, like ISO 27001 and SOC2.
In summary, Clio is a fully-functional software that helps legal professionals simplify their workflow, reduce errors and time loss, and improve their profitability. Clio emphasizes the overall productivity of the legal team, ensures data privacy, and most importantly, transparent pricing plans without any hidden fees or charge based on the number of users.
