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Clio- Features, Pricing & Deals

Clio is a comprehensive legal practice management software designed to help law firms manage their day-to-day operations efficiently. Trusted by legal professionals worldwide, Clio offers a robust suite of features tailored specifically for law firms to streamline workflows and maximize productivity.

Clio's core features include case management, time and expense tracking, billing and invoicing, and financial management. The software allows you to manage every detail of your cases, track and assign tasks, and oversee client communications, ensuring all deadlines and tasks are met. Time tracking is seamless, allowing entries from various interfaces and supporting real-time tracking with a running-clock timer. Billing is simplified with customizable invoices and secure online payment processing via Clio Payments, which supports various payment methods including credit, debit, and eChecks.

Document management in Clio is powerful, with advanced automation to create and fill legal documents using reusable templates. Client engagement tools such as custom online intake forms, online scheduling, and a secure client portal help firms attract and onboard new clients efficiently. Clio also integrates with numerous third-party applications like Office 365, G Suite, QuickBooks, and Slack, enhancing its functionality and allowing firms to build a complete management platform.

Additional features include automated workflows, multilingual support, digital payments, and court filing. Clio's pricing plans are designed to meet the needs of various firms, starting with the EasyStart plan at $39 per user per month (billed annually). More advanced plans offer additional features, ensuring there's a suitable option for firms of all sizes.

Overall, Clio's extensive features and user-friendly interface make it a top choice for law firms seeking a reliable and efficient practice management solution.

Features

  • Case Management: Clio Manage allows you to capture every detail of every case, track and assign tasks, manage deadlines, and collaborate with everyone at your firm. This includes features like calendaring, task management, and contact management.
  • Time and Expense Tracking: Clio offers robust time tracking features, allowing you to record time entries from multiple places such as calendar events, tasks, communication logs, notes, and documents. You can also track time in real-time using a running-clock timer feature. Time entries can be reviewed and adjusted as needed.
  • Billing and Invoicing: Clio simplifies billing with easily customizable invoices and billing plans. It also facilitates secure online payment processing through Clio Payments, which supports credit, debit, and eCheck transactions. You can create professional, branded invoices and track the status of unpaid bills.
  • Financial Management: The software includes accounting features such as reconciling accounts, preparing financial statements, and analyzing financial transactions. It also supports trust account management and provides financial reporting tools.
  • Document Management: Clio offers advanced document automation, allowing you to create and fill complete legal document sets. You can build a library of reusable templates and court forms. Additionally, it supports e-filing of documents directly to the courts.
  • Client Engagement: Clio helps you attract and onboard new clients with custom online intake forms, online scheduling, and marketing features. It also includes a secure client portal for sharing details and documents.
  • Integrations: Clio has a vast network of integrations with other products and services, including Office 365, G Suite, QuickBooks, Zapier, Slack, and Zoom. This allows you to extend the capabilities of Clio and build a complete law practice management platform.
  • Automated Workflows: Clio allows you to automate your intake process, from sending intake forms to booking appointments and assigning tasks. This helps in streamlining the intake process and bringing on new clients faster.
  • Multilingual Support: Clio provides support for non-English-speaking clients by allowing them to complete intake forms in their preferred language, including Spanish, Portuguese, German, and French.
  • Digital Payments: Clio supports digital wallets like Apple Pay and Google Pay, making it easy to accept client payments online or in-person. It also includes tap-to-pay functionality for in-person payments.
  • Court Filing: Clio File allows you to electronically file, serve, and deliver court documents to Texas state courts, with real-time status updates.
  • Template Creation: You can create easy-to-use templates with preset information based on your firm’s needs, including practice area and case type. This helps in accelerating matter creation and improving consistency and accuracy.
  • Google Local Services Ads: Clio integrates with Google’s Local Services Ads to help law firms attract highly-qualified leads by appearing when and where clients are searching.
  • Legal Aid Management: Clio for Legal Aid helps manage and report on every aspect of grants, from eligibility screening to case resolution, all within the leading case management software.
  • Text Messaging for Intake: Clio allows you to send intake forms and e-signature requests via text, enabling potential clients to take action immediately and receive reminders on their phone.
  • Contact Sync: Contacts can be automatically synced across Clio Grow and Clio Manage, including contact name, email address, phone number, and address.
  • Voice Command Time Tracking: You can start and stop timers using voice commands, such as with Siri, to track your time without interrupting your workflow.
  • Quick View Feature: The Quick View feature allows you to click on a contact to instantly see key details like name, email, and phone number without losing the context of your current task.
  • Client Portal in Multiple Languages: Clients can set their preferred language to either Spanish or English in the Clio for Clients mobile app and web browser.

Pricing

  • EasyStart Plan: $39 USD per user per month (billed annually) or $49 USD per user per month (billed monthly).
  • Essentials Plan: $79 USD per user per month (billed annually) or $89 USD per user per month (billed monthly).
  • Advanced Plan: $109 USD per user per month (billed annually) or $129 USD per user per month (billed monthly). This plan offers advanced features and can save you over 17% compared to monthly billing.
  • Complete Plan: $139 USD per user per month (billed annually) or $159 USD per user per month (billed monthly). This plan includes all the features from the Advanced plan plus additional tools like Clio Grow, which helps manage client intake and firm growth.
  • Additional features and add-ons: Clio Grow: Included in the Complete plan, but can be added as an add-on to other plans. It helps manage client intake and grow the firm. Clio Accounting: Available as an add-on to manage and analyze transactions. Personal Injury: Simplifies the management of medical records, damages, and settlements. Available as an add-on. HIPAA Liability Protection: For storing and processing protected health information in compliance with HIPAA regulations. Available as an add-on. Clio Draft: Automates routine legal drafting with easy-to-fill templates and court forms. Available as an add-on.
  • Payment processing fees: eCheck Payments (US): 1% fee. Credit and Debit Card Payments (US): 2.95% fee, with 3.5% for American Express. Credit Card Payments (Canada): 2.95% fee.
Last Updated
August 26, 2024 13:02

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