Average Ratings 59 Ratings

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Description

Clio is a comprehensive legal software platform designed to help law firms manage every aspect of their practice from a single system. The platform provides tools for case management, client intake, billing, accounting, document management, task tracking, and legal workflow automation. Clio incorporates AI-driven functionality that helps legal professionals surface important information, prioritize work, and make informed decisions throughout the lifecycle of a matter. Firms can connect Clio with more than 300 integrations and leverage its API to build customized workflows that fit their operational needs. The software is built specifically for the legal industry and supports solo attorneys, small firms, mid-sized practices, and large legal organizations. Cloud-based access enables teams to work securely from anywhere while maintaining visibility across matters and firm performance. Clio also offers dedicated products such as Clio Manage, Clio Grow, Clio Draft, Clio Accounting, and Clio for Clients to address different legal business needs. Security is a major focus, with enterprise-grade encryption, SOC 2 Type 2 certification, and PCI DSS compliance protecting client and firm data. By bringing together legal operations, client management, and AI-powered productivity tools, Clio helps law firms improve efficiency, profitability, and client service.

Description

Overcome interruptions and enhance your workflow by drafting, reviewing, and researching using the most user-friendly legal solutions available. With seamless access to Lexis®, Practical Guidance®, and Lexis® Search Advantage directly in your document, you can leverage the esteemed Shepard’s® Citations Service as you compose, ensuring your citations are formatted correctly. Experience a remarkable 66% increase in citation checking efficiency. Start creating your documents confidently with the guidance of precedent language contributed by over 850 legal professionals, along with reliable proofreading resources. Tasks that once took considerable time can now be completed swiftly in mere seconds with the award-winning TOA builder. The Lexis for Microsoft Office tools provide direct access to extensive Lexis Advance® content, empowering you with advanced search filtering and organized work folders—alongside real-time insights and thorough analysis from skilled attorney-editors through the esteemed Shepard’s® Citations Service. This comprehensive suite not only streamlines your legal writing process but also enhances your overall productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Axis LMS
Birdeye
Clerx
Confido Legal
Documati
Easyflow
ForwardAI
Heymarket
Juris
LexWorkplace
Lexis Omni
Ngage Live Chat
One Legal
PayPal
Pipedream
Posh
Quickwork
SignWell
eCMS by Cerenade

Integrations

Microsoft 365
Axis LMS
Birdeye
Clerx
Confido Legal
Documati
Easyflow
ForwardAI
Heymarket
Juris
LexWorkplace
Lexis Omni
Ngage Live Chat
One Legal
PayPal
Pipedream
Posh
Quickwork
SignWell
eCMS by Cerenade

Pricing Details

$39.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Themis Solutions

Founded

2007

Country

Canada

Website

www.clio.com

Vendor Details

Company Name

LexisNexis

Founded

1970

Country

United States

Website

www.lexisnexis.com/en-us/support/lexis-for-microsoft-office/default.page

Product Features

Conflict Checking

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Court Management

Administrative Hearings
Appeal Boards
Calendar Management
Case History
Collections Management
Court Cost Records
Defendant Records
Docket Management
Document Imaging
Fines Management
Jury Management
Subpoena Tracking
Warrant Tracking

Docketing

Billing & Invoicing
Calendar Management
Calendar/Reminder system
Case Management
Court Records Search
Document Management
Patent / Trademark Management
Portfolio Management
Task Management
Time & Expense Tracking

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Research

AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Product Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Research

AI / Machine Learning
Annotations
Brief Analytics
Case Alerts
Case Law Research
Change Tracking
Data Visualization
Filtering
Query Suggestions
Search History
Self-Service Search
Statutes Research
Tax Law Research
Third-Party Analysis Integration

Alternatives

Alternatives

Lexis+ AI Reviews

Lexis+ AI

LexisNexis
Lexis Reviews

Lexis

LexisNexis
Westlaw Reviews

Westlaw

Thomson Reuters