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Learn Clio Advanced

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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 Available 

Virtual Desktop Drive (PC and Mac)

Custom Forms and Template Creation

Unlimited Documents for e-Signature

Combine e-Signatures Across All Users

Court Calendaring 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

Trust Account Reporting

Matter Budgets

Fee Allocation Reporting

Task Progress Reporting

Task Productivity Reporting

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

Data Encrypted in Transit and at Rest

Two-Factor Authentication

Operation in Accordance With PCI Compliance

Unlimited Data Storage with Automated Backup

Data Ownership, Control, and the Ability To Export

Role-Based User Permissions

HIPPA Compliance (Optional Add-on)

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:

Guided Data Migration

24/7 Online Help Center

24/7 Virtual Clio User Community

24/5 Live Chat, Phone, and Email Support

Virtual Training

Tailored Live Training

Coaching Session

Orientation Session

Priority Live Chat, Phone, and Email Support

Looking for more features? Upgrade to Clio Complete.

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