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Learn Clio Complete

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Clio Complete: Grow Your Business

Clio Complete includes all of the functionality, reporting, and services you need to effectively scale your firm, plus adds tools that enable growth through the attraction and retention of prospective clients. Clio Complete is ideal for firms that want to maximize both operational efficiency and client growth to create the best possible legal experience for their clients and staff. 

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 Message Calendar Notifications and Reminders

Clio for Co-Counsel Portal

Get and Retain More Clients

Easily onboard new clients right from your website with online client appointment booking and intake forms that capture the information you need, right in Clio. Monitor new business with your intake dashboard, automated follow-ups, and reporting to ensure your firm is growing to expectations.

Included Features:

Online Appointment Booking

Online Client Intake Forms

Automated Intake Workflows

Automated Client Emails

Get Business Intelligence

Understand the impact specific cases have on your firm's bottom line, while tracking each individual lawyer's contributions. See how complex, multi-participant cases are progressing and identify issues to ensure completion. Understand how much new business is being referred and from who.

Included Reports:

Originating Attorney Reporting

Trust Account Reporting

Matter Budgets

Fee Allocation Reporting

Task Progress Reporting

Task Productivity Reporting

Referral 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)

Support

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

Dedicated Intake Account Setup

 

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