Everything you need to know about a matter is just one click away. Link Tasks to MattersĬlio allows you to link tasks, calendar items, and documents and other case-specific information to matters. A shared, matter-level task list makes it easy to see what’s complete, what’s outstanding, and who’s responsible. Share TasksĬollaborate with colleagues with Clio’s easy-to-use task assignment system. Stay on top of critical deadlines and your day-to-day tasks with Clio’s task management system. Improved ServiceĮnhance client service by quickly and accurately creating and retrieving data.
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Increase Productivityĭocument automation eliminates time consuming manual processes, and allows you to focus on more value-added tasks. Save Timeĭrastically reduce processing time by eliminating common manual tasks. WORKFLOWĭocument automation allows you to streamline your business workflow by processing everyday common tasks faster and more efficiently. Clio’s integrated versioning system makes it easy to track each version of a document as it evolves. Never lose track of a specific document version again.
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Integration with the Clio Connect client portal allows you to easily and securely share documents with clients. Unlimited StorageĮach Clio account comes with unlimited document storage. Built-in versioning, unlimited storage, and Clio Connect integration make managing documents easy. DOCUMENT MANAGEMENTĬlio’s document management system provides sophisticated document management capabilities. Clio Connect puts an end to endless e-mail attachments by making it easy to create a secure, easy-to-use client extranet. Document SharingĮasily share documents with clients. Clio automatically sends clients a link to an outstanding invoice, and the client can easily pay the invoice via PayPal, credit card, or other online payment systems. Online Bill PaymentsĬlio Connect enables online bill-paying for your clients.
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Rather than managing large quantities of non-secure e-mail, lawyers can now leverage Clio’s bank-grade security technology to safely share information and collaborate on key aspects of a case. Collaboration Tools SECURE COLLABORATIONĬlio Connect is a secure web-based client portal, allowing Clio users to share information and collaborate with clients through an easy-to-use online interface.
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With nothing to install, Clio can be accessed from Windows or Mac based computers using any modern web browser.
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Rich calendaring and task management capabilities faciliate accurate and collaborative deadline management. Intuitive billing system streamlines the process of generating flexible, professional-looking invoices. TIME TRACKINGĮffortless time tracking ensures simplified and accurate billing and recovery. BANK GRADE SECURITYĢ56-bit SSL encryption combined with enterprise-class data security and redundancy ensures the safety of sensitive client data. Quickly and securely store/access electronic copies of relevant file correspondence.