Clio Overview
Clio streamlines daily operations for law firms by integrating client and case management with billing and financial tracking. Legal professionals use Clio to efficiently manage their practices, leveraging automation to enhance client interactions and simplify administrative tasks. The software supports seamless invoicing and payment processes, ensuring a smooth experience for both firms and their clients. Clio's AI capabilities help legal teams maintain focus on client needs, optimizing case management and communication. Users can easily access resources and demos to maximize the platform's benefits, making Clio a practical tool for law firms aiming to improve operational efficiency and client satisfaction.
Use Cases
Customers recommend Digital Signature, Contact List Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Clio.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Clio.
Clio Use-Cases and Business Priorities: Customer Satisfaction Data
Clio works with different mediums / channels such as E-Mail. and Phone Calls.
Clio's features include Templates, Recording, Personalization, etc. and Clio support capabilities include Phone Support, Chat Support, 24/7 Support, etc. also Clio analytics capabilities include Analytics, and Custom Reports.
Reviews
"...We work hard to market so prospective clients will contact us...." Peer review by Jeremy W., Attorney - Owner, Legal Services
Lexicata and Clio are top legal software for managing clients, cases, and billing. Free trials are available without requiring a credit card.
Popular Business Setting
for Clio
Top Industries
- Legal Services
- Internet
- Education
Popular in
- Small Business
- Mid Market
- Large Enterprise
Clio is popular in Legal Services, Internet, and Education and is widely used by Small Business, Mid Market, and Large Enterprise.
Comprehensive Insights on Clio Use Cases
How can Clio optimize your Digital Signature Workflow?
How can Clio optimize your Contact List Management Workflow?
How can Clio optimize your Engaging And Following Up Workflow?
What makes Clio ideal for Workflow Management?
39+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well Clio solved their business needs. Cuspera uses 721 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.
Case Studies
CASE STUDY Pritzker Hageman
CASE STUDY The Strategic Legal Group
CASE STUDY Spetsas Buist PLLC
CASE STUDY Yang Law Offices
CASE STUDY Silver Immigration
CASE STUDY The Law Offices of Warren Brown
Frequently Asked Questions(FAQ)
for Clio
What is Clio used for?
What are the top features of Clio?
Who uses Clio?
Where is Clio located?
Peers used Clio for digital signature and contact list management
Clio Competitors
Clio Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (13) |
| Custom Reports | Read Reviews (80) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (13) |
| Custom Reports | Read Reviews (80) |
Clio Integrations
Clio integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Clio
Software Failure Risk Guidance
?for Clio
Overall Risk Meter
Top Failure Risks for Clio
Themis Solutions Inc. News
Clio Appoints John Foreman as Chief Product Officer
Clio has appointed Hemant Kashyap as Chief Product Officer. Kashyap brings over 20 years of technology product leadership experience. He will lead Clio's product strategy, development, and execution to advance its cloud-based legal technology solutions for law firms and legal professionals.
Clio buys AI legal tech vendor vLex for $1-billion in its second major deal of 2025
Clio has acquired AI legal tech vendor vLex for $1 billion, marking its second major acquisition of 2025. This purchase expands Clio's capabilities into AI-driven legal research, leveraging vLex's extensive law library and AI tool, Vincent, which offers hallucination-free legal document assistance. The acquisition positions Clio against major competitors like Thomson Reuters and LexisNexis in the AI legal tech space.
Oakley Capital to sell legaltech platform vLex to Clio - PE Hub
Clio has agreed to acquire vLex, a legal technology platform, from Oakley Capital in a deal valuing vLex at $1 billion. This acquisition expands Clios global reach and strengthens its position in cloud-based legal software. Oakley Capital and vLexs founders will retain a minority stake, supporting future growth and integration of AI-driven legal workflow solutions.
Scorpion and Clio Announce Strategic Partnership to Help Law Firms Grow with Clarity and Confidence - The National Law Review
Clio and Scorpion have formed a strategic partnership to enhance law firms' marketing and case management capabilities. This collaboration integrates Scorpion's AI-powered marketing platform with Clio's legal operating system, providing full-funnel visibility and improved ROI. The partnership aims to streamline client acquisition and optimize marketing efforts, offering law firms a competitive edge through data-driven strategies and exclusive product integrations.
Themis Solutions Inc. Profile
Company Name
Themis Solutions Inc.
Company Website
https://www.clio.com/HQ Location
Suite 300,4611 Canada Way, Burnaby, BC V5G 4X3, Canada
Employees
101-250
Social
Financials
SERIES D
