Clio

Business Profile

Core Value Proposition

Clio provides cloud-based legal software that helps law firms manage clients, cases, billing, documents, and communications in one integrated platform.

Target Customer

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.

Key Differentiator

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.

Implementation Timeline

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.

Pain Points

1Chaotic, interrupt-driven workflows and scattered tools that hinder productivity
2Inefficient billing, invoicing, and collections processes
3Difficulty keeping clients informed and engaged throughout the matter lifecycle

Key Features

1Clio Manage: law practice management including calendars, case management, client intake, and CRM
2Clio Grow: client intake and CRM
3Clio Accounting: billing, financial reporting, online payments, time/expense tracking, trust accounting
4Clio Draft: advanced document automation and forms
5Clio Payments and client portal: secure client payments and updates; client communications

Target Customer Industries

Decision Makers

1Office Manager
2Business Manager
3Managing Partner
4Firm Owner
5Attorney
6Paralegal
7Founder
8Founder & Owner

Client Results

1Koenig|Dunne case study: boosts revenue 30% and speeds billing
2Evolve Family Law case study: seamless billing and 99% collections
3Clio Payments enables Strategic Legal to prioritize clients (case study)
4King Law case study: streamlines billing, accounting, and payments
5Law Office case study: cuts accounting time by 50%

Competitive Advantages

1 AI-powered features via Clio Duo to accelerate work and reduce admin
2 250+ integrations with popular tools (Office 365, G Suite, Microsoft Teams, Zoom, etc.)
3 Cloud-based, accessible from any device with a mobile app
4 24/5 sales/support and data migration assistance
5 HIPAA, SOC2, PCI compliance and robust security/continuity posture

Key Benefits

1Consolidated management of cases, clients, and finances

2Improved billing efficiency and faster payments

3Enhanced client communications and client portal access

4AI-assisted workflow enhancements and document automation

5Strong security, compliance, and scalable integrations

Case Studies & Success Stories

Koenig|Dunne boosts revenue 30% and speeds billing

Case #1

Demonstrates substantial revenue uplift and faster billing using Clio's tools

Evolve Family Law achieves seamless billing and 99% collections

Case #2

Showcases improved billing efficiency and a high collections rate

Clio Payments Enables Strategic Legal to Prioritize Clients

Case #3

Highlights prioritization of client work enabled by Clio Payments

King Law Streamlines Billing, Accounting, and Payments

Case #4

Illustrates integrated billing, accounting, and payments workflows

Law Office Cuts Accounting Time by 50%

Case #5

Evidence of significant time savings in accounting processes

Additional Product Information

Product Description

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.

Target Market

Law firms and legal professionals worldwide, from solo practitioners to large firms, across multiple jurisdictions

Unique Value Proposition

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.

Technical Requirements

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

Pricing Model

Free trial available; pricing details not disclosed in the provided content

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