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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 
  • A Guide to Better Billing for Law Firms March 5, 2019 8:00am

    Billing clients for legal services, and collecting on those payments, is critical to the success of any law firm. Create a simple, straightforward billing process—with clear expectations for collecting payments—and you’ll reap the rewards of happier clients, happier staff, and a higher rate of collections.
    View this post

  • Clio This Month: Full Text Search and a New Calendar February 21, 2019 8:00am

    Happy February from Clio! We’ve got a slew of updates to help you run—and grow—your firm this month. That includes an updated Zapier integration, so you can do more with the tools you love, a new and improved Clio Calendar to make it easier to organize your day, and best of all, Full Text Search, enabling you to quickly and easily find the documents you need.
    View this post

  • 5 Simple Steps Every Lawyer Can Take to Improve Mental Wellness February 12, 2019 8:00am

    Every year it seems the pace of life speeds up. The days and months pass by in a blur of deadlines, emails, and stress. There is so much that feels out of our control and this contributes to our sense of anxiety. What is so important in these times is to grasp what is ours to manage and influence, and the most important of these is our own wellness.
    View this post

  • Lawyer Wellness and Mental Health: Changing the Conversation February 6, 2019 8:00am

    To many in the legal profession, the term “lawyer wellness” may seem like a contradiction. The demanding hours and stressful work environments at many law firms often have detrimental effects on legal professionals, who struggle to manage high-levels of stress and find time for self-care.
    View this post

  • 10 Things You Need to Know About Clio Grow January 30, 2019 10:50am

    In legal, valuable business is built on relationships—not spreadsheets. We’re excited to introduce Clio Grow, legal client relationship management (CRM) and client intake software that transforms the way you engage with potential and existing clients.
    View this post

  • Clio This Month: 24/5 Support, Custom Actions, and More to Help You Grow January 24, 2019 1:16pm

    As a lawyer, the work you do matters. As we move forward in 2019, we’re building momentum with the solutions we provide to make it easier to do what you do, with a goal of transforming the practice of law, for good.
    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 UpdatedMarch 22, 2019 11:33am EDT

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