Product Business Settings

Clio is popular in Legal Services, Internet, and Education industries and is widely used by Small Business, Mid Market, and Large Enterprise.

Integrations

CRM
Other Demand Generation
Email Marketing
SMS Marketing

Clio Product 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.

How satisfied the customers are with Clio use-cases

Reviews

"...We work hard to market so prospective clients will contact us...." Peer review by Jeremy W., Attorney - Owner, Legal Services

Clio Customer Insights, Testimonials and Case Studies

How does Clio facilitate Digital Signature?

What makes Clio ideal for Contact List Management?

How does Clio address your Engaging And Following Up Challenges?

How does Clio facilitate Workflow Management?

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?

Suitecrm 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.

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.

lightning

Peers used Clio for digital signature and contact list management

Clio Competitors

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)

Clio Integrations

Clio integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

3.97/5 ★

Read Reviews (63)
Data Export

3.68/5 ★

Read Reviews (35)

Daylite

4.51 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

4Degrees

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Pipedrive

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Kommo

4.39 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

CallTrackingMetrics

4.56 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

WPForms

4.53 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for Clio

Airtable

4.67 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Facebook Pages

4.19 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

WooCommerce

4.4 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Google Calendar

4.64 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Wordpress

4.53 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Clio

Overall Risk Meter

Low Medium High

Top Failure Risks for Clio

Clio News

Product
 

Clio Introduces Clio Operate to the North American Legal Market

Clio has launched Clio Operate, formerly known as ShareDo, to the North American legal market. This platform is designed for large and mid-sized law firms, offering enhanced legal workflow and operational orchestration capabilities. Clio Operate aims to provide firms with a unified view of operations, improving efficiency and control. It supports complex legal workflows with low code and no code configurations, enabling faster deployment of practice-specific workflows.

Read more →
Product
 

Clio Introduces Clio Operate, Formerly ShareDo

Clio has rebranded its product, formerly known as ShareDo, to Clio Operate, enhancing its suite of legal AI software solutions.

Read more →
Executive
 

Clio appoints tech veteran to head APAC enterprise division - Lawyers Weekly

Clio has appointed Julian Uebergang as the general manager for its APAC enterprise division. Uebergang, with over 25 years of experience in SaaS and PaaS, will lead Clio's expansion in the region, focusing on developing an AI platform to integrate legal workflows with business systems. His appointment aims to help law firms modernize and enhance operational efficiency.

Read more →
Partnership
 

Kyoorius and the Clio Awards announce strategic partnership to elevate Indian creativity to ... - MSN

Kyoorius and the Clio Awards have formed a strategic partnership to enhance Indian creativity. This collaboration aims to bring global recognition to Indian creative talent, leveraging the Clio Awards' prestigious platform.

Read more →

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