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Additional ResourcesGuides, training, and support
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Account SettingsManage firm and user settings
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AccountsSet up and manage office and client accounts, record and transfer client money, and handle client account transfers to keep firm and client funds accurate.
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ActivitiesTime entries, expenses, and rates
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Appointments and Clio SchedulerSchedule and manage appointments
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BillingBill clients, collect payment, and adjust balances in Clio Manage.
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CalendarsManage and maintain calendars and events
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Clio Desktop AppSync files from your desktop
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Clio for ClientsSecure client communications through portal access
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Clio for Co-Counsel
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Clio Grow
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Clio Draft
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Clio Manage AI Features
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Clio WorkAI-powered legal research, analysis, and case strategy
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Clio Grow Agenda
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CommunicationsSend, receive, and manage texts, emails, and internal messages
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Contacts
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Custom Fields
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DocumentsPrepare, fill, and manage your documents
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e-SignaturesSend and track e-signatures
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Get StartedSet up and navigate Clio
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IntegrationsConnect third-party apps
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Intake FormsCreate and manage intake forms
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Legal AidLegal aid matter management
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MattersCreate, edit, and manage your matters
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MigrationsMigrate data into Clio
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Mobile AppClio on iOS and Android
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NotesManage contact and matter notes
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PaymentsCollect bill payments
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ReportsTrack deliverables and firm performance
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Live Training Sessions
Learn Clio faster with live, interactive training. Get the essential skills to manage your practice efficiently—whether you're just starting or refining your workflow.
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Customer Community
Connect with fellow Clio users, get answers to your questions, and stay informed about new features and pilot programs.
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Clio Certification
Build expertise in legal practice management with courses designed to enhance your skills, improve efficiency, and deepen your understanding of Clio.