Clio

Interface available in multiple languages for international firms.

AI-powered predictions for billable hours and revenue forecasting.

Comprehensive reports on billing, productivity, and firm performance metrics.

Customizable workflows to automate recurring billing and invoicing processes.

Customizable expense categories for detailed cost tracking and billing.

Customizable invoice templates with firm branding and custom line items.

Track and manage client retainers with automatic depletion tracking and alerts.

Complete matter lifecycle management from intake through resolution.

Real-time visibility into matter status with customizable workflow stages.

Secure portal allowing clients to view case status, documents, and billing information.

Comprehensive contact database with relationship mapping and communication history.

Customizable client intake forms with automated data population into matter records.

Internal portal for team members to access matters, tasks, and firm announcements.

Seamless email integration with automatic document and communication logging.

Encrypted messaging system for confidential client-attorney communications.

Enforce firm policies on time entry rounding, minimum entries, and approval workflows.

Complete activity logs tracking all user actions for compliance and accountability.

Automated conflict of interest detection across clients and matters.

Ability to create custom fields for matters, contacts, and other entities.

Customizable client portal branding with firm colors and logos.

Automatic daily backups with disaster recovery capabilities.

Generate legal documents using AI templates and intelligent form completion.

Centralized document storage with version control, templates, and automated organization.

REST API for custom integrations and application development.

Synchronize Clio calendar with Google Calendar or Outlook.

Event-driven webhooks to trigger actions in connected applications.

Searchable repository of firm documents, precedents, and best practices.

Native iOS and Android applications for time tracking and client management on the go.

Integrated payment processing for client invoices with multiple payment method support.

Configurable reminders for important dates, deadlines, and follow-ups.

Perform batch operations on multiple matters, tasks, or documents simultaneously.

Automated LEDES format reporting for corporate clients and law department billing.

Direct integration with legal research platforms for case law and statutory references.

Full-text search across all documents, emails, and client data with filtering options.

Granular permission controls to manage user access and data visibility.

Enhanced security with multi-factor authentication options including SMS and authenticator apps.

Integrated task management and calendar with deadline tracking and team collaboration.

Pre-built matter templates for common practice areas to accelerate case setup.

Automated invoice generation with multiple billing methods including hourly, fixed fee, and contingency.

Track and bill client expenses with automatic invoice inclusion.

Automatic and manual time entry with offline capability and timer functionality.

Dedicated trust account management with reconciliation and compliance reporting.