Clio Essentials: Optimize Firm Operations

Clio Essentials includes critical law practice management tools with options that let you customize how your firm gets organized, gets paid, and communicates with clients and co-counsel. Clio Essentials is the ideal way to take control of how your firm runs—both operationally and financially—with the flexibility to work your way, including access to intelligent and time-saving features like Court Rules, more e-Signatures and over 200 applications and integrations.

Get Organized

Connect all of your work tools, information, and processes in one place. Make Clio work your way by customizing how you manage your data and organize your finances.

Included Features:

✓ Case and Contact Management

✓ Calendar (With Google and Microsoft Office Sync)

✓ Task Management

✓ Unlimited Document Storage

✓ Firm Dashboard

✓ Mobile App (iOS and Android)

✓ Financial and Activities Reporting

✓ Unlimited Custom Fields

✓ Trust Accounting Management

✓ Accounting Software Integrations (QuickBooks Online and Desktop, Xero)

Get Paid

Track, categorize, and bill for your time using industry standards and billing structures. Deliver customized, easy-to-pay invoices to clients.

Included Features:

✓ Hourly, Flat Rate, and Contingency Billing

✓ Time and Expense Tracking

✓ UTBMS Coding and LEDES Billing

✓ Digital Invoicing

✓ Bill Customization and Branding

✓ Credit Card and eCheck (ACH) Payments

✓ Flexible Payment Plans

✓ Automated Bill Reminders

Work Smarter

Work your way with desktop access to your documents in Clio, integrations with the apps you already use (or want to use), and new automation tools so you can avoid repetitive administrative tasks and stay on top of your day.

Included Features:

✓ Email and Time Filing Integration: Gmail and Outlook

✓ Over 200 Apps and Integrations

✓ Virtual Desktop Drive (PC and Mac)

✓ Custom Forms and Template Creation

✓ e-Signatures (15 Documents/User/Month)

✓ Combine e-Signatures Across All Users

✓ Court Calendaring Rules for Up to 3 Jurisdictions

Get Business Intelligence

Generate reports that provide insight into revenue, and oversight of your firm's legal financials.

Included Reports:

✓ Originating Attorney Reporting

✓ Trust Account Reporting

Get Connected

Communicate with your clients and your co-counsel quickly and easily via Clio. Keep details of every matter centralized in one place, with an audit trail.

Included Features:

✓ Clio for Clients Secure Client Portal

✓ Secure Messaging and Document Sharing

✓ Client Mobile App (iOS and Android)

✓ Client Mobile App Document Scanner

✓ Text Messaging

✓ Text Message Calendar Notifications and Reminders

✓ Clio for Co-Counsel Portal

Data Availability, Safety, and Compliance

Protect your clients' information and your firm's data with Clio's industry-best security features.

Included:

✓ 99.9% Uptime Guarantee