Clio

Clio is the undisputed leader in cloud-based legal technology offering practice management, CRM and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 65 bar associations and law societies around the world, and a global customers base of 150,000.

How to Design Your Law Office for a Better Client Experience As an architect and staunch advocate for restorative justice, Deanna Van Buren is highly attuned to how physical spaces impact people’s experiences. As the design director and co-founder of Designing Justice + Designing Spaces (DJDS), Deanna creates spaces and buildings for restorative justice, rehabilitation, and community building with a goal to end mass incarceration. She’s created safe spaces for offenders, victims, and community…
Clio This Month: A New Mobile App Experience The holiday season may be right around the corner, but that doesn’t mean it’s time to slow down—especially when there are so many new ways for your firm to grow and thrive.  From the news you’ve been waiting for (hint: The new Clio Mobile App is here, and you’re going to love it), to faster collections with Outstanding Balances, to a more precise way to track, organize,…
3 Things to Know About the Client Experience in Prison How would you like to forever be defined by the worst thing you’ve ever done? That’s the reality for many who’ve been in the US prison system. But Shaka Senghor believes it doesn’t have to be that way. Shaka is the President and Creative Director of Shaka Senghor, Inc. His memoir, Writing My Wrongs: Life, Death and Redemption in an American Prison, debuted on The…
Highlights from the 2019 Clio Cloud Conference The 2019 Clio Cloud Conference was without a doubt our biggest and best event yet. As a conference with a reputation for “consistently [being] one of the best for legal professionals interested in learning how to better manage their practices and use technology,” according to Bob Ambrogi, there’s a high bar—and the Clio team does an exceptional job of meeting (and exceeding) that expectation every year. This…
Clio Cloud Conference 2019: Highlights From Jack Newton’s Keynote At the 7th annual Clio Cloud Conference, Clio CEO and Co-founder Jack Newton opened the day with a rousing keynote, covering this year’s $250 million investment in Clio from TCV and JMI Equity, Clio’s vision for the future, recent additions to Clio’s product offering, and findings from the 2019 Legal Trends Report. And, Jack announced that his first book, The Client-Centered Law Firm, is now…
Conflict Checking: The Basics of a Good System Conflicts of interest are a really big deal. We know this because we learn as much in law school—the ethics courses and Multistate Professional Responsibility Exam (MPRE) beat the concept to death. Now, we have to sit through CLEs on it every few years. Basically, conflict of interest rules state that you can’t represent a client whose interests are adverse to your own or to a former…
How to Set Up a Matter Numbering System At Your Law Firm Is there a less exciting topic then how to number your matter folders? You might be thinking “no, there isn’t,” but while this is an incredibly boring topic, getting it right is important. A good matter (or file) numbering system will reduce time wasted on administrative tasks, and this will be especially true if you are supervising multiple attorneys and staff members, all…
As the sun sets on another productive summer, it’s time to pull on a sweater and get excited for what’s in store for fall. This month—because it’s true that what’s good can always get better—the focus is on enriching the features that you told us are most important to you. From simplifying your billing (while also improving your client experience) with Outstanding Balances, to time-saving document-upload notifications in Clio Connect, we’ve got key improvements…
Over the last ten years, we’ve spent a lot of time and energy understanding the needs of lawyers and the direction of the legal industry. And over that time, one thing has become clear: the legal industry is at a crossroads. 84% of legal professionals told us that increasing revenue was important to firm success, yet 77% of legal problems don’t receive legal assistance, according to the World Justice Project. So what’s the disconnect? Clients…
August is here, the sun is high, and we’ve got a bunch of new updates to keep your firm as productive as possible as we roll into the end of the summer. This month, we’ve rolled out non-billable time tracking in Clio Manage, making it easier to track all the work that goes into a matter while keeping control over what shows up on the final invoice. Additionally, this month brings Tasks to the…