Clio

By Clio (Themis Solutions Inc.)
Practice Management Client Intake & CRM AI-Driven

Clio is one of the most widely used cloud-based legal practice management platforms, particularly popular among small to mid-sized law firms. It provides a comprehensive suite of tools to manage the business side of a law practice, including organizing case information, tracking time and expenses, invoicing clients, managing documents, scheduling, and client relationship management (via Clio Grow). Recently, Clio introduced Clio Duo, an AI assistant built into the platform. Clio Duo leverages generative AI to help legal professionals with tasks directly within their workflow, such as summarizing long documents, drafting client communications or legal documents based on case data, and quickly finding information within their Clio account.

Key Information

Pricing

Model: SaaS subscription, tiered based on features and user count (e.g., EasyStart, Essentials, Advanced, Complete). Clio Duo is an add-on cost.

Starting at: Tiers start around 59/user/month (billed annually, promotional pricing common). Clio Duo costs extra (e.g., \~$39/user/month add-on). Check website for current pricing.

Free Plan: Not Available

Trial: Available

Audience

Primary: Small to Mid-sized Law Firms, Solo Practitioners.

Secondary: Paralegals, Legal Assistants, Law Firm Administrators.

Use Case

Managing law firm operations (case management, billing, client intake).

Pros & Cons

Advantages

  • Comprehensive feature set
  • User-friendly
  • Strong integration ecosystem
  • Cloud-based accessibility
  • Integrated AI assistant adds significant value
  • Strong customer support reputation.

Limitations

  • Can become expensive as user count and feature needs grow
  • Some advanced features might require higher tiers
  • AI features (Clio Duo) cost extra.

AI Capabilities

  • Generative AI (Clio Duo) for summarization
  • Drafting
  • Q\&A within the Clio platform context. Secure use of large language models.

Integrations

  • Extensive marketplace with over 250 integrations
  • Including Microsoft 365
  • Google Workspace
  • QuickBooks
  • LawPay
  • NetDocuments
  • Dropbox
  • Zoom
  • Zapier
  • And many legal-specific tools (like EvenUp).

Unique Features

  • Market leader in cloud LPMS for small/mid-sized firms
  • Extensive integration marketplace (over 250 partners)
  • User-friendly interface
  • Integrated AI assistant (Clio Duo) within the core workflow.
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Disclaimer: Information accuracy is not guaranteed. Always verify details directly with the provider and consult with qualified professionals before making decisions. This tool is not a substitute for legal advice.