Clio provides a cloud‑based legal practice management platform that consolidates case handling, time tracking, billing, trust accounting, and client communications into a single system. The solution includes AI‑driven automation for routine tasks, integrated payment processing, secure client portals, and lead‑capture tools, giving law firms real‑time visibility into work and cash flow. It serves solo practitioners to mid‑size firms seeking a unified, cloud‑native practice management solution.
Funding
$900M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
7OFounders
Product
Problem
Law firms often rely on fragmented, manual processes for case management, billing, and client communication, leading to inefficiencies, billing errors, and poor client experiences. Additionally, many firms lack integrated tools for lead capture, intake, and financial compliance, making it difficult to grow their practice sustainably.
Solution
Clio offers a cloud‑based legal practice management platform that unifies case handling, time tracking, billing, trust accounting, and client communications in a single system. The platform automates time capture and invoice generation, supports online and in‑person payments, and includes built‑in trust‑account compliance. Integrated AI features, branded as Manage AI, further automate routine tasks such as document drafting, calendar event creation, and invoice preparation. Clio’s client‑facing portal and mobile app enable secure messaging, document sharing, and appointment scheduling, while its CRM and intake tools capture leads from web, phone, and marketing channels and track conversion to revenue. Real‑time reporting and customizable dashboards give firms visibility into work, billing, and cash flow from any device.
Target Audience
Clio serves solo practitioners, small to mid‑size law firms, and legal departments that need a unified, cloud‑native solution for practice management, billing, and client engagement.
Features
- Cloud‑based case, contact, and task management with calendaring, collaboration, and mobile access
- AI‑driven automation for time‑tracking, invoice generation, document drafting, and workflow routing (Manage AI)
- Integrated trust accounting, financial reporting, and online payment processing with click‑to‑pay links
- Secure client portal and app for messaging, document exchange, and appointment booking
- Customizable online intake forms, lead capture, and CRM tools that track marketing ROI
- Advanced document automation, template library, and e‑filing to courts
- Over 250 third‑party integrations, 24/5 support, and 99.9% uptime guarantee