Clio Overview
Clio streamlines daily operations for law firms by integrating client and case management with billing and financial tracking. Legal professionals use Clio to efficiently manage their practices, leveraging automation to enhance client interactions and simplify administrative tasks. The software supports seamless invoicing and payment processes, ensuring a smooth experience for both firms and their clients. Clio's AI capabilities help legal teams maintain focus on client needs, optimizing case management and communication. Users can easily access resources and demos to maximize the platform's benefits, making Clio a practical tool for law firms aiming to improve operational efficiency and client satisfaction.
Use Cases
Customers recommend Digital Signature, Contact List Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Clio.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Clio.
Clio Use-Cases and Business Priorities: Customer Satisfaction Data
Clio works with different mediums / channels such as E-Mail. and Phone Calls.
Clio's features include Templates, Recording, Personalization, etc. and Clio support capabilities include Phone Support, Chat Support, 24/7 Support, etc. also Clio analytics capabilities include Analytics, and Custom Reports.
Reviews
"...Quick Intake and follow-up emails lead to new clients...." Peer review by Evan S., Partner, Legal Services
Lexicata and Clio are top legal software for managing clients, cases, and billing. Free trials are available without requiring a credit card.
Popular Business Setting
for Clio
Top Industries
- Legal Services
- Internet
- Education
Popular in
- Small Business
- Mid Market
- Large Enterprise
Clio is popular in Legal Services, Internet, and Education and is widely used by Small Business, Mid Market, and Large Enterprise.
Clio Customer wins, Customer success stories, Case studies
How efficiently Does Clio manage your Digital Signature?
Why is Clio the best choice for Contact List Management?
How can Clio optimize your Engaging And Following Up Workflow?
Why is Clio the best choice for Workflow Management?
11 buyers and buying teams have used Cuspera to assess how well Clio solved their business needs. Cuspera uses 721 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.
Frequently Asked Questions(FAQ)
for Clio
What is Clio used for?
What are the top features of Clio?
Who uses Clio?
Where is Clio located?
Peers used Clio for digital signature and contact list management
Clio Competitors
Clio Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (13) |
| Custom Reports | Read Reviews (80) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (13) |
| Custom Reports | Read Reviews (80) |
Clio Integrations
Clio integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Clio
Software Failure Risk Guidance
?for Clio
Overall Risk Meter
Top Failure Risks for Clio
Clio News
Clio Appoints John Foreman as Chief Product Officer
Clio has appointed Hemant Kashyap as Chief Product Officer. Kashyap brings over 20 years of technology product leadership experience. He will lead Clio's product strategy, development, and execution to advance its cloud-based legal technology solutions for law firms and legal professionals.
Clio's Latest Product Rollouts with Michelle Dunlea | ClioCon 2025 - Legal Talk Network
Clio unveiled new products at ClioCon 2025, focusing on intelligent legal workflows enhanced by AI. Key offerings include Clio Work, Clio Library, and Clio Grow, designed to boost productivity and profitability for law firms. Michelle Dunlea, Clio's VP of Product, emphasized practical use cases for these tools.
Hold The Gushing: The Clio AI Announcement Doesn't Necessarily Mean Game Over
Clio recently announced its AI tools can now handle both internal and external data, simplifying vendor selection for legal firms. This development has sparked significant attention, though some caution against overestimating its impact. The announcement positions Clio as a comprehensive AI solution provider, but concerns about market dominance and unfulfilled promises remain.
Clio integrates SmartSearch tools to boost legal compliance - FinTech Global
Clio has partnered with SmartSearch to integrate digital anti-money laundering (AML) verification tools into its legal practice management platform. This collaboration aims to simplify compliance for legal professionals by embedding SmartSearch's AML capabilities directly within Clio's system, enhancing efficiency and regulatory adherence without disrupting workflows.
Clio Profile
Company Name
Clio
Company Website
https://www.clio.com/HQ Location
Suite 300,4611 Canada Way, Burnaby, BC V5G 4X3, Canada
Employees
101-250
Social
Financials
SERIES D
