Clio

Clio

Themis Solutions
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About

Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.

About

Digitally review and approve prebills more quickly and accurately than ever before. Intapp Billstream helps your firm reduce write-offs and billing disputes, and increase client trust and satisfaction, with built-in client and firm compliance, collaborative workflows, in-line edits, and more. Reduce write-offs and increase initial invoice acceptance. Produce client and firm-compliant proformas with integrated requirements. Notify and track proforma progress to accelerate review and approval. Produce client-approved proformas via integrated billing and finance requirements. Know when a proforma has been generated, view unreleased time, identify who made what changes when, and see where the proforma sits in the workflow. Review, recall, and reassign work to move aging proformas along. Increase oversight of suggested bill changes and identify bottlenecks with audit trails and dashboards.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Clio is designed for solo attorneys, small and mid-sized law firms, large legal organizations, and in-house legal teams seeking a comprehensive legal practice management and workflow automation platform

Audience

Companies wanting a solution to produce timely, accurate invoices to accelerate billing and revenue recognition

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$39.00/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.8 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Themis Solutions
Founded: 2007
Canada
www.clio.com

Company Information

Intapp
Founded: 2000
United States
www.intapp.com/billing/

Alternatives

Alternatives

ProForma

ProForma

ThinkTilt
PowerPad

PowerPad

MasterSeries
eBillingHub

eBillingHub

Thomson Reuters
Intapp Time

Intapp Time

Intapp

Categories

Categories

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Docketing Features

Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Patent / Trademark Management
Portfolio Management
Task Management
Time & Expense Tracking

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Calendar Features

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting Features

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Integrations

Caseflood.ai
Constant Contact
Cyfe
DivorceHelp123
Epona365
Formstack Documents
FreshBooks
Gavel
InvoiceSherpa
LegalConnect
Made For Law
Microsoft 365
ServiceNomad
Time Miner
Upfirst
Xero
eCMS by Cerenade
eLaw
firmTRAK

Integrations

Caseflood.ai
Constant Contact
Cyfe
DivorceHelp123
Epona365
Formstack Documents
FreshBooks
Gavel
InvoiceSherpa
LegalConnect
Made For Law
Microsoft 365
ServiceNomad
Time Miner
Upfirst
Xero
eCMS by Cerenade
eLaw
firmTRAK
Claim Clio and update features and information
Claim Clio and update features and information
Claim Intapp Billstream and update features and information
Claim Intapp Billstream and update features and information