LawTech Partners have been Clio Certified Consultants since the inception of the designation and have been working with Clio and Clio customers since the legal technology company launched in 2007. While Clio has several worthy competitors, it constantly leads the way in bringing new features and functionality to the service, so we focus on it. One of the reasons many firms choose Clio is because of their integration partners. With over 200 partners, Clio can often serve as the base of your firm’s “tech stack.”

How Can We Help?

Existing Clio Customers

If you and/or your firm are an existing Clio user, our services include but are not limited to:

  • Clio Configuration Audits
  • Workflow Customizations
  • Custom Fields
  • Document Automation
  • Advanced Training
  • New Hire Training

Are you Clio Curious? Thinking about switching to Clio from another practice management system?

We can help! From helping you decide whether Clio is the best option for your firm, to helping implement and train on it – we can help your law firm with Clio.

Frequently Asked Questions About Clio’s Practice Management System

Clio is a subscription and web-based legal practice management system. Clio includes a full suite of practice management tools targeted specifically to the needs of sole practitioners and small firms. It is web-based, secure, and very easy-to-use. Clio allows you to spend valuable time building your practice rather than worrying about your IT. Since Clio is web based, there is nothing to install, nothing to manage and it can be used on a Mac or PC from wherever you are.

What you might think of as a “file” is referred to as a Matter in Clio. Matters (Client Cases/Files) are the heart of Clio and where all information is linked back to. A Matter is made up of several other components which are accessed through tabs from the main Matter view. Those tabs are Client, Transactions, Contacts, Tasks, Calendar, Notes, Time, Expenses, Documents, Communications and Clio Connect.

Of course. You can view your calendar by day, week or month. You can view your entire calendar or limit items related to a specific matter. The iCalendar link allows you to export and view your Clio calendar in other applications such as Outlook or iCal. In firms with more than one user, calendar permissions allows you to authorize your calendar for viewing by others, and to select which calendar is visible at a given time.

Tasks (or to-dos) can be managed through Clio. You can view your tasks across all of your matters or filter them to show only those related to a specific matter. You can assign a task to yourself or to another user in your firm. In the tasks tab you can see all tasks that you have created. You can also set up a feed of your tasks to an external calendaring program.

From the Contacts view you can create contact cards for clients and other individuals.

Time and expense entries are called Activities. You can also create Activity Descriptions which are meant to pair frequently performed tasks and fees with the associated amount that you bill.

Absolutely. You can also set up different “Bill Themes” which allows for over 150 different versions / customizations to invoices. You can easily generate different looking invoices for clients, vendors, courts or partners. Additionally, you can easily share bills with clients via Clio Connect. Clio Connect is a secure web-based client portal, allowing Clio users to share information and collaborate with clients through an easy-to-use online interface.

Clio allows you to easily track both an aggregate and a client balance of funds you are holding on the client’s behalf.

You have the ability to upload documents to Clio and link them to a Matter. Then, anyone in your firm can access those documents. You can also manage versions and add comments to documents. Additionally, you can share documents with clients and contacts via Clio Connect, our secure extranet portal. Clio Connect is a secure web-based client portal, allowing Clio users to share information and collaborate with clients through an easy-to-use online interface.

You can generate various types of Reports with Clio. You are able to define reports by different parameters like dates and clients.