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: ✓ 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 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: ✓ Automated Intake Workflows |
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 ✓ Matter Budgets ✓ Referral Reporting |
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 |
Support 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 ✓ Priority Live Chat, Phone, and Email Support ✓ Dedicated Intake Account Setup |