Clio

Core Strengths:

• Manages cases, contacts, deadlines, and calendars across a firm.
• Tracks time and expenses with billing and invoicing workflows.
• Stores documents securely with unlimited cloud storage.
• Supports built‑in e‑signatures and secure client messaging.
• Integrates with 250+ third‑party apps and services.
• Supports client intake, CRM, and marketing with Clio Grow.

How It Works:

• Sign up and set up your firm profile with case, client, and team data.
• Use the case dashboard to manage matters, calendars, and tasks.
• Track time spent on client work and convert it to invoices.
• Store and organize documents with unlimited secure cloud storage.
• Enable client portals for secure communication and file sharing.
• Add Clio Grow to automate intake and CRM workflows.
• Use AI features to automate bill creation, task prioritization, and draft updates.