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
"...Also it has a follow up feature that is very helpful. ...." Peer review by Verified Reviewer, 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
Why is Clio the best choice for Digital Signature?
What makes Clio ideal for Contact List Management?
What solutions does Clio provide for Engaging And Following Up?
How efficiently Does Clio manage your 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 Opens New Dublin Office, Strengthening Its Commitment to Ireland and Continued Growth in Legal Technology - IDA Ireland
Clio has opened a new office in Dublin, marking a significant expansion of its EMEA headquarters. This move underscores Clio's commitment to the Irish tech ecosystem and its role as a global leader in legal AI technology. The Dublin office will grow its team from 60 to over 100 employees, focusing on AI innovation and customer engagement.
Clio Completes Landmark $1B vLex Acquisition and Announces $500M Series G Funding Round at $5B Valuation - PR Newswire
Clio has completed a $1 billion acquisition of vLex, marking a significant milestone in legal technology. This acquisition, combined with a $500 million Series G funding round, positions Clio to enhance its AI capabilities and expand its global reach. The integration of vLex's legal intelligence with Clio's platform aims to transform legal workflows and extend Clio's presence in the enterprise market.
Clio Enhances Legal Financial Services with Pay Later and Clio Capital - TipRanks.com
Clio has introduced Pay Later with Affirm and Clio Capital to enhance its financial services for law firms. These offerings aim to ease financial pressures by providing flexible payment solutions and immediate capital access. Integrated into Clio Payments and Clio Manage, these tools improve cash flow, compliance, and client relationships, and are currently available to Clio Manage customers in the U.S.
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
