Clio Advanced: Scale Your Impact
Clio Advanced enables you to direct your focus to where it can have the greatest impact—whether that focus is to grow your team, increase your caseload, or improve profitability. Clio Advanced introduces new productivity tools, more business and financial oversight, and prioritized on-call expert support ensures you get the most out of Clio—so you can get the most out of your time.
Get Organized Get increased visibility into what's happening at your firm, from one central location. Help your team scale and get more done with additional productivity tools that are connected directly into your firm's operations, with reporting at your fingertips. |
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 Create an efficient, repeatable, and worry-free billing cycle. Standardize how your firm tracks time, bills clients, and gets paid—without losing the personal touch that your clients trust. |
Included Features: ✓ Hourly, Flat Rate, and Contingency Billing ✓ UTBMS Coding and LEDES Billing ✓ Bill Customization and Branding |
Work Smart Work your way with desktop access to your documents in Clio and integrations with the apps you already use (or want to use). Take advantage of new automation tools to 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 ✓ Unlimited Documents for e-Signatures ✓ Combine e-Signatures Across All Users |
Get Connected Connect your interactions directly with your operations by bringing client and co-counsel communications into Clio. Keep the entire history and context of your matter in one place.
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Included Features: ✓ Clio for Clients Secure Client Portal ✓ Secure Messaging and Document Sharing ✓ Client Mobile App (iOS and Android) ✓ Client Mobile App Document Scanner |
Get Business Intelligence Understand the impact specific cases have on your firm's bottom line, while tracking each individual lawyer's contributions.
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Included Reports: ✓ Originating Attorney Reporting ✓ Matter Budgets |
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 |
Tailored Training and Prioritized Help Transition into Clio quickly and smoothly with tailored training and onboarding. Prioritized expert support is just a click or phone call away. |
Included: ✓ 24/7 Virtual Clio User Community ✓ 24/5 Live Chat, Phone, and Email Support ✓ Coaching Session ✓ Orientation Session |
Looking for more features? Upgrade to Clio Complete.