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Clio

Online Legal Practice Management Software

Clio
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Clio helps lawyers get back to doing what they do best by taking care of the ins and outs of their business. As the leader in cloud-based, legal practice management software, Clio’s tools act as your essential assistant by helping you grow your practice and simplify your everything. Clio is the only practice management platform that seamlessly integrates with other New York State Bar Association member benefits. Clio connects essential applications like Fastcase, Dropbox, Quickbooks, Google Mail, Google Apps, and many more – helping law firms build a better practice.

Members of the New York State Bar Association receive a 10% discount on Clio. Register here for a free trial.

Products/Services 

  • Practice Management

    Dashboard - Tasks and Schedule At-a-Glance

    Clio's dashboard provides a centralized view of your upcoming tasks and schedule so you know, at-a-glance, what commitments you have for the day.

    Monitor billing targets

    Clio's Practice Performance dashboard allows you to continuously monitor your firm's financial health by providing real-time reports on billing targets. Set custom goals for billings, and Clio will advise you of progress against those goals on a daily, weekly and monthly basis.


    More Information » www.goclio.com/tour/practice_management

    Practice Management
  • Time Tracking

    Clio's integrated time tracking system makes it easy for every member of your firm to keep detailed and accurate time records.

    Clio's time tracking system is intuitive and easy-to-use, meaning you can stop dreading timesheets and start easily tracking time through the day as you work.

    Like everything else in Clio, time entries are easily linked to matters, making bill generation efficient and easy. Clio's time tracking functionality makes it easy and convenient to track time on a variety of items.


    More Information » www.goclio.com/tour/time_and_billing

    Time Tracking
  • Billing

    Create Polished, Professional-Looking Invoices

    Clio's powerful invoice templating technology allows you to create polished, professional-looking bills in seconds. Choose from professionally-designed invoice templates using beautiful typefaces from foundries such as Adobe and Veer.

    Infinite Customizability

    We appreciate each law office's requirements for invoice formatting are unique. Clio's invoice templating system offers over 140 customizations for bills, allowing you to create a hand-crafted bill template that fits with your law firm's brand and image. Our unique "What You See Is What You Get" (WYSIWIG) customization interface makes designing customized invoices a snap.

    Professional-Grade Typography

    Separate yourself from the crowd with professional-grade fonts. Clio's invoice templating system includes beautiful fonts from foundries including Adobe, Veer and Bitstream.

    Custom Log...
    More Information » www.goclio.com/tour/time_and_billing

    Billing
  • Reporting

    Clio offers a wide variety of reports to facilitate a wide variety of analysis needs.

    Billing Reports

    Stay on top of your billings with Accounts Receivable and Billing History reports.

    Productivity Reports

    Analyze client and lawyer productivity with the Productivity by Client and Productivity by User reports.

    Client Reports

    Get real-time reports on client activity and financial positions with Client Activity, Client Ledger, Trust Ledger, Trust Listing, Work in Progress and Bank Account Activity reports.


    More Information » www.goclio.com/tour/practice_management

    Reporting
News: Blog – Clio 
  • 26 Best Apps for Lawyers January 21, 2019 8:00pm

    How much time do you spend on your phone every day? (Be honest.) If you find yourself spending more and more time on your mobile device (and we’re betting you do), it could be worth looking at managing more of your firm from a mobile device.
    View this post

  • How Law Firms Can Benefit from Negative Feedback January 17, 2019 8:00am

    As we saw in the 2018 Legal Trends Report, while law firms may be eager to understand their clients better, they’ve struggled to get started: 37% of firms surveyed in the report didn’t regularly collect feedback from clients, and 42% collected it only casually.
    View this post

  • The Art of Client-Centered Communication January 15, 2019 8:00am

    The practice of law is all about helping clients, so aren’t we all client-centered? In a way, yes. But there is a reason why the most common bar complaint has often been due to a lack of communication: We may serve clients, but lawyers generally are not great at communicating with them.
    View this post

  • A Guide to Better Client Communications for Law Firms January 8, 2019 8:00am

    For lawyers, good client communications can make or break your reputation. However, many law firms are not communicating with clients in the way that clients expect.
    View this post

  • 7 Legal Tech Trends to Watch in 2019 January 3, 2019 10:30am

    Each year, legal tech changes faster and faster. From new apps and services, to shifting client expectations, to new regulations covering tech and what it means for the practice of law, there’s plenty for lawyers and legal professionals to stay on top of.
    View this post

  • 12 Realistic New Year’s Resolutions for Lawyers December 28, 2018 10:00am

    How many people actually keep their New Year’s resolutions? The number is lower than you might think—just 8% of people are successful. New Year’s resolutions are hard to stick to, especially when you’re a busy lawyer.
    View this post

Information

  • Clio
    404 - 999 Canada Place
    Vancouver, British Columbia V6C 3E2
    Canada
    Map It »
    www.goclio.com/sign-up
  • Products/Services4
  • Videos1
  • Documents3
  • News6
  • Last UpdatedJanuary 22, 2019 9:59am EST

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