Clio for Law Firms and Lawyers

Clio

About this app

The Clio mobile app helps you stay profitable and productive by accessing essential case and client information remotely. Update case statuses, communicate with clients and firm members, and review, share, or scan documents all from the palm of your hand.

KEY FEATURES

CAPTURE AND BILL FOR MORE TIME–Track billable and non-billable time on the spot.

・Increase profitability with time-tracking tools, expense categories, and custom billing rates.

WORK FROM ANYWHERE–Quickly access client, case, billing, and calendar information wherever you are.

・Stay on top of your day with a dynamic calendar and task lists.

KEEP IN TOUCH WITH CLIENTS–Communicate with clients securely and conveniently.

・Get instantly notified when a client messages you through the client portal or text message, and respond directly from the app.

MAKE IT EASY TO GET PAID–Accept in-person payments with tap to pay.

・Get paid in-person with no terminal or extra hardware needed. Clients simply hold their debit card, credit card, or digital wallet to your phone and the payment is automatically recorded in Clio.

HAVE PEACE OF MIND–Rest assured knowing Clio has industry leading security and is approved by over 100 global bar associations and legal societies.

・Don’t risk losing important paper files or exposing client data by securely storing client and case data in the cloud.

TURN PAPER DOCUMENTS INTO PDFS–Save files to Clio from anywhere with no extra hardware required.

・Scan documents from anywhere while automatically cropping out messy backgrounds and combining multiple pages into one file—leaving you with clean and professional PDFs.

LEVERAGE LEGAL AI–Get the answers you need in an instant.

・Get comprehensive summaries of your documents stored in Clio in an instant and leave writer’s block behind when you generate instant, professional text messages and email replies.

Ratings and reviews

Not very useful. The calendar is the worst of it. I was hoping this app would be user friendly so I wouldnt always have to bring my laptop everywhere, but unfortunately it hasn't been the case. From the calendar, to actually calendaring, to viewing invoices, billing entries or adding an entry, it isnt user friendly.

It's not bad, but it's very cumbersome and limited. For instance, the activities window shows what I've billed, but does not give a breakdown of total amounts for billing, expenses, etc. But having my calendar at my fingertips is a godsend. Also, I don't know if anyone else experiences this, but I cannot completely exit the app via the back button. I can literally tap "back" dozens of times, and the app just blinks. I have to press the home key and then close via the close menu.

I love Clio and find it very useful in the office, but on mobile the app is limited in functionality. My biggest issue is that the app will freeze and crash every time I try to input a note. The whole point of the app is I can update cases from my phone while waiting in court and I cannot put case notes in without the app crashing. Very frustrating.

What’s new

New: Automated phone logs! Automatically capture and log phone calls, with time entries. Sign up for pilot access inside the app.