Clio for Law Firms and Lawyers

The Clio mobile app helps you stay profitable and productive by accessing essential case and client information remotely. Update case statuses, communicate with clients and firm members, and review, share, or scan documents all from the palm of your hand. KEY FEATURES

CAPTURE AND BILL FOR MORE TIME–Track billable and non-billable time on the spot.

・Increase profitability with time-tracking tools, expense categories, and custom billing rates.

WORK FROM ANYWHERE–Quickly access client, case, billing, and calendar information wherever you are.

・Stay on top of your day with a dynamic calendar and task lists.

WIN NEW CLIENTS–Keep every lead moving, even away from your desk.

・Get notified the moment a new lead comes in, accept or reject it, start intake, and track every opportunity through your pipeline.

PLACE AND ANSWER PHONE CALLS–Be fully present for every client call.

・See where the matter stands the moment a call connects. Everything is recorded, transcribed, summarized, and filed to the matter, with a time entry ready to review.

RECORD IN-PERSON MEETINGS–Let Clio take the notes.

・Tap record before a consultation or client meeting and get a summary with key takeaways and next steps, a transcript, and an optional audio recording, all saved to the matter.

KEEP IN TOUCH WITH CLIENTS–Communicate with clients securely and conveniently.

・Get instantly notified when a client messages you through the client portal or text message, and respond directly from the app.

MAKE IT EASY TO GET PAID–Accept in-person payments with tap to pay.

・Get paid in-person with no terminal or extra hardware needed. Clients simply hold their debit card, credit card, or digital wallet to your phone and the payment is automatically recorded in Clio.

HAVE PEACE OF MIND–Rest assured knowing Clio has industry leading security and is approved by over 100 global bar associations and legal societies.

・Don’t risk losing important paper files or exposing client data by securely storing client and case data in the cloud.

TURN PAPER DOCUMENTS INTO PDFS–Save files to Clio from anywhere with no extra hardware required.

・Scan documents from anywhere while automatically cropping out messy backgrounds and combining multiple pages into one file—leaving you with clean and professional PDFs.

LEVERAGE LEGAL AI–Get the answers you need in an instant.

・Get invoices drafted, checked, and routed to the right approvers automatically and leave writer’s block behind when you generate instant, professional text messages and client portal replies.