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Serving the legal profession and the community since 1876

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 
  • Why Lawyers Need to Stay Off Their Phones May 14, 2019 11:13am

    If you’re constantly checking and responding to emails on your phone while at home, or out with friends and family, then maybe it’s time to take action to secure time for yourself that isn’t about your clients and legal practice.
    View this post

  • 8 Tips to Keep Contacts Organized at Your Law Firm May 7, 2019 8:00am

    Law firms have a lot to balance. With so many tasks, matters, and priorities competing for your attention, it’s all the more important to keep your internal processes and data as streamlined as possible.
    View this post

  • How to Run a Subscription-Based Legal Practice April 30, 2019 8:00am

    Nowadays, subscriptions are everywhere. But, while most of us subscribe to a few favorites in our personal lives, are subscription-based services possible when it comes to the law?
    View this post

  • Clio This Month: In-App Self-Serve Support April 25, 2019 8:00am

    Learn the latest from Clio this month, including in-app self-serve support, What's New in Clio Manage, mobile app beta updates, and more.
    View this post

  • How to Prepare to Be a Podcast Guest April 18, 2019 8:00am

    So you’ve been invited to be a guest on a podcast. Congratulations! Should you accept the invitation? How will you sound? What will you talk about?
    View this post

  • Your Guide to Law Firm Business Development April 9, 2019 8:00am

    Business development means pursuing strategic opportunities for your law firm through building relationships and identifying new revenue streams, such as cross-selling existing clients or adding new practice areas to your firm.
    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 UpdatedMay 21, 2019 3:05pm EDT

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