Clio is a comprehensive legal software designed to streamline the operations of law firms and provide a seamless experience for both attorneys and clients. With features such as client intake, calendaring, billing, and document automation all on one platform, Clio offers a solution that meets the needs of modern law practices.
Billing and payments are made easy with Clio’s ability to create professional invoices quickly and offer clients various payment options, including debit, credit, and eCheck. Client intake is also simplified through custom online intake forms and automated follow-up emails, ensuring timely responses and a smooth onboarding process. Document management is made efficient with cloud-based storage, advanced search capabilities, and the ability to instantly send documents for e-signature.
Calendaring features keep attorneys organized and on track with automatic event creation based on court rules and reminders to avoid missing important deadlines. Clio also prioritizes security, with data securely stored in the cloud and compliance with HIPAA, SOC2, PCI, and other regulations, ensuring client information remains protected.
Clio offers personalized support from an experienced team, including free on-demand training, data migration support, and a comprehensive self-serve support site. Recognized by 90+ bar associations and law societies worldwide, Clio can be integrated with existing tools to enhance productivity and cater to the unique workflow preferences of each law firm.
Overall, Clio is a secure, reliable, and scalable legal software solution that aims to improve efficiency, streamline operations, and provide exceptional customer care for law firms of all sizes. With its user-friendly interface and robust features, Clio helps legal professionals focus on their clients and cases rather than administrative tasks.
Clio – Features
Seamless client intake, calendaring, billing, and document automation
Create bills and accept payments easily
Custom online intake forms and automated follow-up emails
Cloud-based document storage with advanced search and e-signature capabilities
Automatic event creation based on court rules
Secure data storage with dedicated security team and compliance
Personalized customer support with training and data migration assistance
Integration with other tools for personalized workflow.
Clio – Pricing
Clio offers four pricing plans as follows: EasyStart at $39 per user per month, Essentials at $69, Popular at $99, Advanced at $129 and Complete at $129. Each plan offers a variety of features and add-ons.
Visit clio.com for more.
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