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Clio

Clio

Legal practice management software for client intake, billing, and case management.

softwareLegal & Compliancelegal-practice-managementlaw-firm-billingcase-management
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What is Clio?

Clio is a legal practice management platform used by law firms to manage client intake, matters, documents, time tracking, and billing in one system. It handles trust and operating account reconciliation, online client payments, and secure client communication, with AI features that can draft bills automatically based on configured billing parameters.

SpecificationsAI-estimated

deploymentCloud/SaaS
open source❌ No
api available✅ Yes
support optionsHelp center, live support
key integrationsMicrosoft 365, Google Workspace, QuickBooks, Zapier

Key Features of Clio

Client intake and CRM tools capture and organize every contact, matter, and document in one system.
Time and expense tracking works from anywhere, syncing directly into client billing.
Trust and operating account reconciliation removes the need for separate bookkeeping software.
Online payments let clients pay by card, eCheck, Apple Pay, or Google Pay.
AI billing features let firms set parameters once and have accurate bills drafted automatically.
300+ integrations extend Clio into calendaring, document storage, and other legal tech tools.

Use Cases for Clio

1

Solo practitioner billing

Solo lawyers use Clio to track time, generate invoices, and accept online payments.

2

Trust account compliance

Firms reconcile trust and operating accounts within Clio instead of separate bookkeeping tools.

3

Client intake and CRM

Firms manage prospective client intake and matter creation from a single system.

4

Multi-attorney case management

Larger firms use role-based access and document automation to manage cases across teams.

Pros & Cons of Clio

Pros

  • Purpose-built trust accounting for law firm compliance
  • AI-assisted billing reduces manual invoice drafting
  • Wide integration library with 300+ legal and business tools
  • Scales from solo practitioners to larger firms across four tiers

Cons

  • Only the Starter tier has a published starting price; higher tiers require sales contact
  • Trust accounting features add complexity for firms new to legal-specific billing
  • Full AI billing automation is reserved for higher-priced tiers

Frequently Asked Questions

How much does Clio cost?

Clio's plans start at $49 per user per month for the Starter tier, with Core, Signature, and Elite tiers priced separately.

Does Clio handle trust accounting?

Yes, Clio supports trust and operating account reconciliation for legal compliance.

Does Clio include AI features?

Yes, Clio offers AI-assisted billing that can draft accurate bills based on configured parameters.

Can clients pay online through Clio?

Yes, clients can pay by card, eCheck, Apple Pay, or Google Pay.

Pricing Overview

View full pricing →
Paid (Subscription)

Starter

$49

Core

Custom

Signature

Custom

Elite

Custom

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About the Product

Unclaimed Listing
Platforms
WebiOSAndroid
Target AudienceSolo practitioners and law firms of all sizes

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Tags

legal-practice-managementlaw-firm-billingcase-managementtrust-accountingclient-intake

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