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October 17, 2014

Clio – Improving Legal Efficiency

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Generating invoices, tracking down missing files, and calculating billable hours all take time away from what attorneys should be doing, which is working to find resolutions for their clients. Clio is an efficiency application that saves lawyers time by implementing smarter workflows into their offices.

Although Clio offers a number of tools intended to help law offices improve organization and efficiency, it’s the platform’s tracking and billing features that really stand out. When you start using Clio, you’re able to instantly track the time you spend working on client matters from any connected desktop, tablet, or mobile device. Associate those hours with specific matters, and then generate client bills based on the data you’ve collected. Clio’s invoices look professional, and they include all the pertinent information that your clients need to see.

Clio also offers an integrated scheduling system that lawyers can use to quickly create calendar entries and view daily, weekly, or even monthly appointments at a glance. By associating calendar entries with legal matters, attorneys can easily generate bills with minimal manual entry. The web-based application also offers collaboration tools that lawyers can use to securely work together and share files with their clients through integrations with popular apps like Dropbox, Google Apps, and Box.

Practical Uses:

  • Ensure that your bills are as accurate as possible
  • Save time generating client invoices
  • Access monthly meeting calendars from any device
  • Create joint to-do lists with clients

Insider Tips:

  • Integrate Clio with cloud storage services like Dropbox, Google Apps, and Box
  • Allow clients to pay invoices through PayPal, LawPay, and Law Charge
  • Download the iPhone app to use Clio on your mobile device
  • Outlook users can use Clio Sync to bi-directionally sync contacts, tasks, and calendars

What we liked:

  • Lawyers can save time by using Clio’s time tracking tools
  • Clio offers bank-grade security so attorneys can communicate with clients privately
  • Calendar entries can be associated with specific matters
  • Bills generated with Clio look very professional
  • Clio offers unlimited free access to live training for new users

What we didn’t like:

  • Clio’s features aren’t robust enough for most large law offices

Alternatives:

Company Info:

  • Launched: 2008
  • Privately Held
  • Headquarters: Vancouver, British Columbia
  • Founded by: Jack Newton and Rian Gauvreau
  • Web site: http://www.goclio.com

Costs:

  • $65 per user, per month, with annual pricing