Markcomm Pitch

Overview

Clio is a cloud-based law practice management solution designed for legal professionals that offers intuitive time tracking, billing, case management, mobile apps etc to organize all the tasks from selecting clients to creating invoices. Clio Manage is one of the leading legal practice management solutions and Clio Grow is a legal CRM tool developed to assist users manage client relationships more efficiently. With the Clio Suite, you can streamline all the required processes to operate, expand and manage your law firm.

Screenshot

Clio

Features

  • Calendar Management
  • Client Management
  • Contact Database
  • Document Management
  • Multi-Currency
  • Task Management
  • Time Tracking

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based, Installed - Mac, Installed - Windows, iPhone / iPad, Android

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Clio Users

Available Support

  • Email
  • Phone
  • Live Support

Language Support

  • English

Company Details

  • Company Name: Clio

  • Headquarter: Canada

  • Full Address:

Reviews

Clio’s intuitive design is easy to use for anyone from the tech savy to the “how do I turn this thing on” person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio’s support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

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We choose it nearly a decade ago. They constantly evolve and have address issue proactively. With the new integration to QBO it is a product worthy of consideration.

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The integration with Quickbooks Online is clutch. While there are still some additional functionalities I would build into it, I love that a transaction in Clio creates a journal entry in QB that I can then link to a bank transaction. Makes bookkeeping way easier.

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The time and billing program is easy to use. Keeps you on track to bill clients timely, accurately reflects you day, unbilled time as well as billed time. Highly functional. Exceptional Customer Service. This is the best decision I made in years.

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