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