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

✓ 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 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