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:

✓ 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)

✓ Advanced Task Management

✓ Full Text Document Search

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

✓ 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 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

✓ Court Calend aring Rules for Up to 10 Jurisdictions

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.

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

Get Business Intelligence

Understand the impact specific cases have on your firm's bottom line, while tracking each individual lawyer's contributions.

Included Reports:

✓ Originating Attorney Reporting