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

Relevant indicators showing assets, gross and net profit margins, and debt ratios available for decision-makers and managing partners. Practice leaders can track KPI of fee earners, staff utilization and performance of work divisions. Matter management solution provides full experience to manage cases from legal document management solutions to activity tracking, with financial accounting solutions developed for law offices. Case documents and precedents become knowledge management for the legal research team with Intuitive search and AI-based suggestions for legal research. Implement legal workflow automation to manage SOP for all law firm processes, from KYC, case management to billing. Security can be customized to practice department needs. Share documents and invoices with clients and external counsels with a secure legal client portal. Clients can upload the case documents and available to lawyers in the case files.

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

Legal practice management platform for legal professionals

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

PageLightPrime
Founded: 2017
United States
www.pagelightprime.com

Alternatives

Alternatives

MerusCase

MerusCase

Merus
Case Master Pro

Case Master Pro

CMPOnline
Clio

Clio

Themis Solutions

Categories

Categories

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

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 Billing Features

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

Legal Calendar Features

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

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

Chrometa
Clio Draft
ClockAssist
Dialpad Support
Dropbox
Hona
HubSpot Operations Hub
InvoiceSherpa
Kanban Zone
LawTap Legal Booking & Scheduling
Maintenance Care
Memtime
Peaka
Rippling
ServiceNomad
SignWell
Soluno
Steno Court Reporting
Time Miner
TrialLine

Integrations

Chrometa
Clio Draft
ClockAssist
Dialpad Support
Dropbox
Hona
HubSpot Operations Hub
InvoiceSherpa
Kanban Zone
LawTap Legal Booking & Scheduling
Maintenance Care
Memtime
Peaka
Rippling
ServiceNomad
SignWell
Soluno
Steno Court Reporting
Time Miner
TrialLine
Claim Clio and update features and information
Claim Clio and update features and information
Claim PageLightPrime and update features and information
Claim PageLightPrime and update features and information