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: ✓ Calendar (With Google and Microsoft Office Sync) ✓ Mobile App (iOS and Android) ✓ Financial and Activities Reporting ✓ Unlimited Custom Fields ✓ 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 ✓ UTBMS Coding and LEDES Billing ✓ Bill Customization and Branding |
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 |
Get Business Intelligence Generate reports that provide insight into revenue, and oversight of your firm's legal financials. |
Included Reports: |
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 |
Data Availability, Safety, and Compliance Protect your clients' information and your firm's data with Clio's industry-best security features. |
Included: ✓ Data Encrypted in Transit and at Rest ✓ Operation in Accordance With PCI Compliance ✓ Unlimited Data Storage with Automated Backup ✓ Data Ownership, Control, and the Ability To Export |
Get Help Fast Transition into Clio quickly and smoothly with guided help. Ongoing expert support is just a click or phone call away. |
Included: ✓ 24/7 Virtual Clio User Community |
Looking for more features? Upgrade to Clio Advanced.