Clio

The best-run law firms use Clio.

Key benefits

  • Intuitive Time-Tracking. Whether working from an office, a courthouse, or on-the-go, Clio users can easily save every moment of billable work to a case with multiple time-tracking features—available on both our mobile and web apps.
  • Flexible Client Billing. Increase client satisfaction by eliminating confusion and give transparency to the provision of legal services with customizable invoices. Edit the look and feel, align with tax needs, give visibility to discounts and more.
  • One Platform, Over 70 Integrations. Clio integrates with over 70 tools, from market leaders like QuickBooks to practice-specific apps—ensuring a solution can be found to solve any business, client, or operational need.

How it works with QuickBooks

Legal Case Management and Accounting—Simplified
Clio makes running a law firm easy for legal professionals worldwide, while Clio and QuickBooks Online together streamline legal accounting and the management of client funds. Whether a lawyer or legal accountant, ensure all client trust transactions are in sync, disbursements are accounted for, and full visibility is maintained into trust and operating accounts created between your practice management and accounting tools when these world-class platforms are in sync. Less manual work, more billable hours created.

Details

Clio is the world’s leading cloud-based legal practice management solution. Since 2008, Clio has been providing time, billing, document, client collaboration benefits and more, to thousands of law firms in over 50 countries. Using Clio, law firms can securely access their data from any internet-connected device, including desktop and laptop computers, and smartphones or tablet devices. Changing the practice of law, for good, Clio lawyers collaborate more closely with their clients, elevate their level of services, and increase their profitability, all from a single platform.

Start your FREE 7-day Clio trial. No credit card required.


PLAN PRICE USERS DETAILS
Starter $39/month 1 $39 per user/month when billed annually or $49 month-to-month USD.
Boutique $59/month 1 $59 per user/month when billed annually or $69 month-to-month USD
Elite $99/month 1 $99 per user/month when billed annually or $109 month-to-month USD

An award-winning team of helpful experts are available with our free and unlimited support by phone, email, and in-app chat.

Weekly training webinars are available when you want to learn new tips, and our robust Support website is dedicated to learning materials and on-demand webinars.

Contacts

support@clio.com
1-888-858-2546
Online support:
https://support.clio.com/hc/en-us


FAQ

If I connect Clio to QuickBooks Online, what information is synced?
Clio and QuickBooks Online work together to support accounting workflows specific to the needs and ethical requirements of lawyers. Amounts held in both trust and operating accounts in Clio are synced to trust and operating accounts in QuickBooks Online. Retainers, pre-payment top-ups, and bills are synced from Clio to QuickBooks Online. Learn more about the available on the Clio Support site.
Can I back up and export my data out of Clio?
Your data is the property of your firm; you can export data from Clio at any time during your subscription. Clio supports data portability and offers a complete export interface for backup and practice migration purposes. Clio users have the additional option of using Amazon S3 data escrow services to maintain backups of data, for additional flexibility and peace of mind.
What training options are available for customers?
With Clio, you get unlimited free access to live training and comprehensive support resources. Our extensive knowledge base includes helpful walkthroughs, training videos, and answers to frequently asked questions. We’re also happy to schedule additional one-on-one training as needed at no additional cost to you.
Is Clio secure?
Yes. We ensure that your communications are secure using bank-grade 256-bit SSL encryption. All of Clio's infrastructure is hosted using physically secure, managed data centers that meet the rigid SSAE 16 specifications. Geo-redundant backups are performed multiple times per day, and site security and privacy are routinely audited by respected third parties. Users also have the additional option of using Amazon S3 data escrow services for additional flexibility and peace of mind.