Clio: Complete Review, Features, Pricing

Clio: Our Comprehensive Review | 2021

  • Client & Contact Management
  • Case/Matter Management
  • Time & Expense Tracking
  • Billing
  • Calendaring
  • Task Management
  • Conflict Checking
  • Document Assembly/Automation
  • Trust Accounting
  • Business Accounting
  • Document Managment
  • Email Management

Simplicity & Ease-of-Use
Clio has grown to the largest cloud-based practice management product by market share, arguably, due to its ease of use and modern interface. Contrasted to the often overwhelming and unintuitive interfaces of legacy software, Clio Manage feels natural to use and easy to navigate.

Vast Network of Integrations
Clio Manage has a large network of integrations, meaning it works with other products and services that your law firm uses (or may use in the future). Just to name a few, Clio integrates with Office 365, the G Suite, QuickBooks, Zapier, Slack and Zoom. Many law firms use these integrations to effectively extend the capabilities of Clio, and built a complete law practice management platform that fits their unique firm.

Flexible Billing & Payments
Create professional, branded invoices in summary or detail form. Track the status of unpaid bills, apply discounts to early payments, or add automated interest to late payments. Categorize hard and soft costs with ease. Record reimbursable expenses to maintain accurate financial records.

Sophisticated Case Management
Create custom data fields specific to your law firm’s processes or legal practice areas to collect, store, and search for case details efficiently. Attach custom categories, task lists, billing rates, payment profiles, budgets, and more to each of your legal cases.

Dashboard: Mission Control for Your Law Firm
The Clio Manage dashboard gives you an at-a-glance view of the most important metrics for your law firm. See upcoming deadlines, how many hours your firm has captured, and more in one place.

Client & Contact Management
A central database to store information for clients, courts, related parties and other contacts.

Matter Management
A central database of matters, cases and projects. Stores the most relevant information pertaining to each matter.

Calendaring
Individual calendars for each user, along with an aggregated, firm-wide view/calendar. Synchronization with Outlook calendar.

Task Management
Create tasks and to-do items pertaining to specific matters or projects. Assign tasks and set deadlines.

Time & Expense Tracking
Track billable hours and related expenses for a particular client or matter.

Billing
Invoicing, including for billable hours, contingency work, and fixed-fee matters.

Conflict Checking
Search the database for related names, document each conflict check.

Business Accounting
Standard business accounting, including a Chart of Accounts, Bank/Operating Accounts, standard accounting reports (P&L, Balance Sheet).

Trust Accounting
Trust/IOLTA accounting for management of trust funds, including trust account reporting.

Document Assembly/Automation
Automatic preparation and population of specific court documents and forms.

Document Storage
Built-in cloud storage for related documents and files.

Document Management
Full-text search, check-out/in, document tagging & profiling, and version management. (Need full cloud-based Document Management? Clio goes great with LexWorkplace.)

Email Management
The ability to save emails to specific matters, via Outlook integration.

Mobile App
An Android or iPhone application for time entry and some subset of software functionality.

Client Portal
A client-facing online portal to share documents and updates with clients and other third-parties.

Open API
An open API (Application Program Interface), allowing you or third-parties to develop integrations with the software.

  • Clio Boutique: $69 / User / Month
  • Clio Elite: $109 / User / Month
  • Clio Suite: $145 / User / Month (includes Clio Grow)
  • Practice Management
    Industry-leading LPM software, provided and supported by Uptime Legal.

    Productivity
    Microsoft Office 365, the latest version of the Office Suite for your entire firm.

    Collaboration Tools
    Remote meeting and communication tools to keep your form working together.

    Cloud Storage
    Simple Cloud Storage or Comprehensive Document Management - by Uptime.

    Security & Compliance
    Enhanced Security: Multi-Factor Authentication, Email Encryption & more.

    IT Support
    IT Help Desk: Support for your Desktops, Laptops, Printers, Network & more.

    About the Author: Uptime Legal Systems
    Named an Inc. 5000 Fastest Growing Private Company in 2014, 2015 and 2016, Uptime Legal is North America’s leading provider of cloud services to law firms. As a full service legal technology provider, Uptime’s offerings include Private Cloud for law firms, Document & Email Management and Web Design and Internet Marketing.

    Leave a Reply