Clio
Clio is an AI-enabled legal practice management platform that helps law firms manage matters, billing, clients, and workflows in one place.
Overview
Clio centralises core law firm workflows—matters, contacts, tasks, calendars, time entries, invoices, and payments—into a single system designed for legal teams. It helps firms reduce back-and-forth by keeping case information organised and accessible, supporting better collaboration across staff, and making billing and collections smoother. Built-in automation and AI-assisted features help speed up routine work like drafting, summarising, sorting information, and surfacing next steps.
Core Features & Capabilities
Ideal for solo lawyers, small-to-mid law firms, and growing practices that want an organised system for matters, intake, billing, and firm-wide visibility—without juggling disconnected tools.
- matter management with timelines, tasks, and deadlines
- time and expense tracking built for legal billing workflows
- invoicing, payment collection, and billing reminders
- client intake and onboarding workflow automation
- reporting dashboards for caseload and firm performance
Trending Use Cases
Why Firms Choose Clio
Create your firm workspace, set up matter types and workflows, import contacts, and connect calendars. Configure time tracking and billing preferences, then map your client intake steps so new enquiries become structured matters quickly. As you scale, use dashboards to review caseload status, billing progress, and team productivity trends.
“Clio helps us stay organised across matters and billing, while reducing admin time and improving client experience.”
Getting Started with Clio
By combining matter management, intake, billing, and reporting into a single legal-focused platform, Clio helps firms reduce operational friction, improve responsiveness, and build a more scalable practice.
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Clio
Clio builds cloud-based legal technology to help law firms manage matters, clients, billing, and operations with modern workflows and AI-assisted productivity features.
Clio helps law firms streamline daily operations with cloud-based tools for matter management, time tracking, billing, payments, document handling, client intake, communications, and reporting. With AI-assisted capabilities layered into practice workflows, Clio reduces admin work, improves consistency, and gives teams better visibility into caseloads, deadlines, and firm performance—so lawyers can focus more on client outcomes and less on manual coordination.
www.clio.com/
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