Clio (Archives)

Clio, the leader in cloud-based legal technology, empowers lawyers to be client-centered and firm-focused through a suite of cloud solutions, including practice management, CRM, and client intake software. Clio has been transforming the legal profession for over a decade and continues to lead the industry with initiatives like the Legal Trends Report, the Clio Cloud Conference, and the Clio Academic Access Program. With 150,000 customers spanning 90 countries, and the approval of over 65 bar associations and law societies globally, Clio has been recognized as one of Canada’s Best Managed Companies, and a Deloitte Fast 50 and Fast 500 company.

The Clio Suite is comprised of two components:
Clio Manage: The industry’s #1 cloud-based legal practice management software.

Clio Grow: Powerful client intake for law firms—simplified. The complete client intake and client relationship management (CRM) platform that streamlines processes, organization, and law firm growth.

Learn more at www.clio.com

Clio Unveils Feature to Create and Track Requests for Trust Funds

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The practice management platform Clio today is introducing Trust Requests, a feature that helps lawyers create and track requests to clients for payments of funds into trust accounts.

The feature operates in much the same way as Clio’s invoicing system, but along an entirely separate accounting stream to keep trust deposits and…

Clio Cloud Conference Post Mortem: It Was Déjà Vu All Over Again

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Clio CEO and co-founder Jack Newton delivers the opening keynote.

It might strike you as corny to hear that a legal technology conference kicks off at 8:30 a.m. with a bevy of hip-looking Millennials, all clad in the conference’s official black T-shirt, swarming en masse into the auditorium-sized room where some 600 legal…

Clio Users Can Now Get Cash Before Their Clients Pay Invoices

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For some time now, the practice management Clio has been expanding the capabilities it offers its customers partly through integrations with third-party applications. An interesting integration announced today is between Clio and Fundbox, a service that advances payments to small businesses against their outstanding invoices.

The integration will…