Business Profile
Clio provides cloud-based legal software that helps law firms manage clients, cases, billing, documents, and communications in one integrated platform.
Law firms of all sizes (solos to large firms), legal professionals and staff, including office managers, administrators, managing partners, firm owners, attorneys, paralegals, and legal staff.
AI-enabled, client-centered cloud platform with Clio Duo AI, 250+ integrations, built-in client portal, comprehensive practice management, and secure, remote-access capabilities across devices.
Offers a 7-day free trial and demos/on-demand webinars; onboarding resources and data migration support are highlighted to facilitate quick adoption and value delivery.
Demonstrates substantial revenue uplift and faster billing using Clio's tools
Showcases improved billing efficiency and a high collections rate
Highlights prioritization of client work enabled by Clio Payments
Illustrates integrated billing, accounting, and payments workflows
Evidence of significant time savings in accounting processes
Clio is a cloud-based legal practice management platform offering modules for case management (Clio Manage), client intake/CRM (Clio Grow), legal accounting (Clio Accounting), document automation (Clio Draft), and secure client communications and payments (Clio Payments), all designed to streamline law firm operations.
Law firms and legal professionals worldwide, from solo practitioners to large firms, across multiple jurisdictions
An integrated, AI-assisted, cloud-based legal tech suite designed to centralize operations, enhance client experiences, and enable remote collaboration, backed by extensive security standards and a broad partner ecosystem.
Cloud-based SaaS requiring internet access; available on web and mobile; supports integration with 250+ apps; security includes HIPAA, SOC2, PCI compliance; data migration support and 24/5/365 security team
Free trial available; pricing details not disclosed in the provided content
Based on matching: problems solved, target roles, key features, industries
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