Clio

Centralized digital repository for organizing and tracking legal cases, matters, and associated documents with customizable fields and hierarchical structure. Allows lawyers to store case details, deadlines, parties, and related information in a searchable, accessible format.

Built-in timer and time entry system that logs billable hours directly within case records, eliminating the need for separate time-tracking tools. Automatically associates time entries with specific matters and clients for accurate billing.

Cloud-based document repository integrated with cases that stores and organizes legal documents, pleadings, and correspondence. Provides version control and search capabilities for easy document retrieval.

Reporting tools that generate insights into billing, revenue, expenses, and practice profitability. Provides dashboards and reports for business intelligence and financial planning.

Streamlined process for capturing new client information, intake forms, and initial case details. Automates the creation of new case records from intake data to reduce manual entry.

Task assignment and tracking system that enables attorneys to create, assign, and monitor tasks related to cases. Supports workflow automation and status tracking for better project management.

Automated billing system that generates invoices from tracked time entries, expenses, and flat fees, with support for multiple billing models. Integrates with time tracking to create accurate invoices without manual calculation.

Native mobile application (iOS/Android) that provides full access to case information, time tracking, and client details from smartphones and tablets. Enables lawyers to work from anywhere with offline capabilities for critical data.

Secure client-facing portal (paid plans) that allows clients to view case status, upload documents, and communicate with their attorney without email. Reduces back-and-forth communication and centralizes client interactions.

Template-based document generation system that automatically populates legal documents with case information and client data. Reduces manual document creation and ensures consistency across templates.

Integrated calendar system that tracks important dates, deadlines, and court dates associated with cases. Provides reminders and alerts to prevent missed deadlines and ensure timely action.

System for logging and categorizing case-related expenses (court fees, expert witnesses, travel, etc.) that can be billed to clients or tracked for accounting. Integrates with invoicing for accurate client billing.

Shared workspace where multiple attorneys and staff can access the same cases, update information in real-time, and collaborate on matters. Supports role-based permissions to control access and maintain security.

Centralized contact database for clients, opposing counsel, judges, and other legal contacts with customizable fields and relationship tracking. Enables quick access to contact information and communication history.