Webvent

NYSBA

Serving the legal profession and the community since 1876

Clio

Online Legal Practice Management Software

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