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
"...Since using Lexicata, I've found that I really like the automation and the amount of customizing I can perform within contacts, workflows, forms, and documents, etc... ...." Peer review by Susan W., Legal Assistant, 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.
Comprehensive Insights on Clio Use Cases
What solutions does Clio provide for Digital Signature?
Why is Clio the best choice for Contact List Management?
What makes Clio ideal for Engaging And Following Up?
How efficiently Does Clio manage your Workflow Management?
39+ more Business Use Cases
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.
Case Studies
CASE STUDY Law Office of Wigg-Maxwell Esq.
CASE STUDY Davana Law Firm
CASE STUDY Family Violence Law Center
CASE STUDY Law Office of Alexis Lynch
CASE STUDY Hutcherson Law
CASE STUDY LegalEase Solutions, LLC
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.
SpeakWrite Announces New Clio Integration, Expanding Seamless Workflow Options for ...
SpeakWrite has announced a new integration with Clio, a leading legal practice management software. This integration allows Clio users to automatically route completed transcription files directly into their accounts, enhancing documentation processes and improving matter management. The integration aims to increase productivity and compliance for legal professionals by streamlining workflows and reducing administrative tasks.
Clio Duo Lands in NZ And Its Not Just Another AI Tool in a Suit
Clio has launched Clio Duo, an AI assistant, in New Zealand, following its successful rollout in the U.S. The tool aims to streamline legal work by automating tasks like document summaries and client communications, enhancing efficiency for legal professionals. This launch aligns with Clio's mission to democratize legal services, bolstered by its recent $1 billion acquisition of vLex.
Clio buys AI legal tech vendor vLex for $1-billion in its second major deal of 2025
Clio has acquired AI legal tech vendor vLex for $1 billion, marking its second major acquisition of 2025. This purchase expands Clio's capabilities into AI-driven legal research, leveraging vLex's extensive law library and AI tool, Vincent, which offers hallucination-free legal document assistance. The acquisition positions Clio against major competitors like Thomson Reuters and LexisNexis in the AI legal tech space.
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
