Clio Overview

Lexicata and Clio are top legal software for managing clients, cases, and billing. Free trials are available without requiring a credit card.

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.

Other use cases:

  • Contract Management
  • Workflow Management
  • Lead Tracking
  • Lead Management
  • Relationship Management
  • Generation Of New Leads
  • Social Media Analytics
See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Clio.

Other priorities:

  • Increase Sales & Revenue
  • Scale Best Practices
  • Enter New Markets Internationally Or Locally
  • Launch New Products
  • Improve Internal Communications
  • Grow Market Share
See all business priorities See less business priorities

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.

Reviews

"...It's electronic delivery of Representation Agreements and automated appointment reminders were fantastic!...." Peer review by Alicia I, Director of Business and Client Relations, Legal Services

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 efficiently Does Clio manage your Digital Signature?

What makes Clio ideal for Contact List Management?

How efficiently Does Clio manage your Engaging And Following Up?

What solutions does Clio provide 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.

Frequently Asked Questions(FAQ)

for Clio

What is Clio used for?

Clio is mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Digital Signature, Contact List Management and Engaging And Following Up .

What are the top features of Clio?

Templates, Recording and Personalization are some of the top features of Clio.

Who uses Clio?

Clio is used by Legal Services, Internet and Education among other industries.

What are Clio alternatives?

Netsuite CRM, Microsoft Dynamics 365 For Sales, X2CRM and LinxCRM are popular alternatives for Clio.

Where is Clio located?

Clio is headquartered at Suite 300,4611 Canada Way, Burnaby, BC V5G 4X3, Canada.
lightning

Peers used Clio for digital signature and contact list management

Clio Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.33/5 ★

Read Reviews (13)
Custom Reports

4.10/5 ★

Read Reviews (80)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.33/5 ★

Read Reviews (13)
Custom Reports

4.10/5 ★

Read Reviews (80)

Software Failure Risk Guidance

?

for Clio

Overall Risk Meter

Low Medium High

Top Failure Risks for Clio

Clio Profile

Company Name

Clio

Company Website

https://www.clio.com/

HQ Location

Suite 300,4611 Canada Way, Burnaby, BC V5G 4X3, Canada

Employees

101-250

Social

Facebook Linkedin Twitter

Financials

SERIES D