Clio Features
What are the features of Clio?
Platform Basics
- Reporting
- Dashboard
- Cloud
- Mobility
- Reporting
- Dashboard
- Mobility
- Contact Management
Content Management
- Document Management
- Calendar Integration
- Workflow
- Document Management
Time & Billing
- Time Tracking
- Payments
- Billing
Top Rated Clio Alternatives
Clio Categories on G2
Filter for Features
Platform Additional Functionality
Dashboard | Has a centralized dashboard for users to interact with | Not enough data | |
Cloud | Provides a cloud based version of the platform | Not enough data | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data |
Platform Content
Automation | Automates some or all operation related tasks | Not enough data | |
File Sharing | Provides robust sharing options for communication with both internal and external stakeholders. | Not enough data | |
Content Library | Provides users with a pre-built library of useable legal document templates | Not enough data |
Platform Basics
Interoperability | Connects to external systems and applications as needed, specifically legal practice or legal case management software | Not enough data | |
Offline Editing | Allows users to edit documents offline and syncs changes when connected to wifi. | Not enough data | |
E-Signature | Integrates with or provides built-in e-signature functionality | Not enough data | |
Reporting | Provides analytics tools that reveal important case specific performance metrics and track progress. This feature was mentioned in 244 Clio reviews. | 80% (Based on 244 reviews) | |
Dashboard | Has a centralized dashboard for users to track case updates and collaborate as needed. 266 reviewers of Clio have provided feedback on this feature. | 86% (Based on 266 reviews) | |
Cloud | Based on 246 Clio reviews. Provides a cloud based version of the platform. | 88% (Based on 246 reviews) | |
Mobility | As reported in 253 Clio reviews. Is accessible from a mobile device and by users on the go. | 87% (Based on 253 reviews) | |
Reporting | Provides analytics tools that reveal important case specific performance metrics and track progress. 230 reviewers of Clio have provided feedback on this feature. | 81% (Based on 230 reviews) | |
Dashboard | Has a centralized dashboard for users to track case updates and collaborate as needed. This feature was mentioned in 236 Clio reviews. | 88% (Based on 236 reviews) | |
Cloud | Provides a cloud based version of the platform. 223 reviewers of Clio have provided feedback on this feature. | 90% (Based on 223 reviews) | |
Mobility | Is accessible from a mobile device and by users on the go. This feature was mentioned in 226 Clio reviews. | 87% (Based on 226 reviews) | |
Contact Management | Manages law firm contacts and client information. This feature was mentioned in 236 Clio reviews. | 89% (Based on 236 reviews) |
Content Management
Document Management | Stores and manages case related documents. 255 reviewers of Clio have provided feedback on this feature. | 83% (Based on 255 reviews) | |
Calendar Integration | Integrates with calendar applications to ensure case dates are always visible. 252 reviewers of Clio have provided feedback on this feature. | 85% (Based on 252 reviews) | |
Workflow | Automate custom workflows specific to the users' law firm. This feature was mentioned in 255 Clio reviews. | 85% (Based on 255 reviews) | |
Document Management | Stores and manages case related documents. This feature was mentioned in 226 Clio reviews. | 82% (Based on 226 reviews) | |
Calendar Integration | As reported in 216 Clio reviews. Integrates with calendar applications to ensure case dates are always visible. | 87% (Based on 216 reviews) | |
Workflow | As reported in 217 Clio reviews. Automate custom workflows specific to the users' law firm. | 86% (Based on 217 reviews) |
Time & Billing
Time Tracking | As reported in 234 Clio reviews. Tracks billable hours and time spent on specific tasks. | 91% (Based on 234 reviews) | |
Payments | Allows clients to pay bills within the solution, typically via a portal. This feature was mentioned in 225 Clio reviews. | 89% (Based on 225 reviews) | |
Billing | Bills clients via email or a client portal. This feature was mentioned in 231 Clio reviews. | 90% (Based on 231 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Storage and Collaboration - Legal Document Management
Editing and Tracking | Facilitates document modification with comprehensive change logging | Not enough data | |
Centralised Database | Offers a unified system storing all legal data for easy management and retrieval | Not enough data | |
Accessibility and Permission for Sharing | Controls access and sharing based on user permissions | Not enough data | |
Document Storage | Securely archives legal documents in an organized, digital repository | Not enough data |
Document Management - Legal Document Management
Search and Retreival | Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance | Not enough data | |
Synchronization of Data | Ensures consistent, up-to-date information across all devices | Not enough data | |
Versioning | Manages multiple document iterations, ensuring accuracy and up-to-dateness | Not enough data |
Analysis - Legal Document Management
Document Review | Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions | Not enough data | |
Legal Analytics | Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features | Not enough data |
Artificial Intelligence - Legal Document Management
AI Automation | Leverages artificial intelligence for task automation, streamlining workflow and decision support | Not enough data |
Accessibility - Legal Document Management
Cross-Platform Access | Enables document access from any device, from anywhere, thereby enhancing flexibility | Not enough data |
