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
Case Studies & Success Stories
Koenig|Dunne boosts revenue 30% and speeds billing
Demonstrates substantial revenue uplift and faster billing using Clio's tools
Evolve Family Law achieves seamless billing and 99% collections
Showcases improved billing efficiency and a high collections rate
Clio Payments Enables Strategic Legal to Prioritize Clients
Highlights prioritization of client work enabled by Clio Payments
King Law Streamlines Billing, Accounting, and Payments
Illustrates integrated billing, accounting, and payments workflows
Law Office Cuts Accounting Time by 50%
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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