Moonlite Logo
Home iconHome active icon
Home
MoonlitesToolsEducationCreators
Blog
Home iconHome active icon
Home
MoonlitesToolsEducationCreators
Blog

tool icon
tool badge

Clio legal

What users say

0 votes

Usefulness
No data

0 votes

Value for Cost
No data

0 votes

Support
No data

0 votes

Pricing
No data

0 votes

Learning Curve
No data

0 votes

Paid on Platform
No data

0 votes

Rate this Tool

Related Moonlites

Related Creators

Related Education

Clio is the leading cloud-based legal practice management and AI-powered legal research platform, trusted by over 150,000 legal professionals worldwide. Named the number one legal software by multiple industry publications, Clio provides law firms with a comprehensive suite of tools spanning case management, time tracking, billing, client intake, document management, and AI-powered legal research and drafting. The platform serves solo practitioners through large law firms across every practice area.

Clio has evolved into what it calls the Intelligent Legal Work Platform, integrating AI capabilities throughout the workflow. Clio AI assists with legal research, document drafting, case analysis, and strategy development. The platform understands firm-specific cases, clients, and preferences, making AI suggestions contextually relevant. Clio also offers Clio Grow for client intake and CRM, and Clio Draft for automated document assembly with fillable court forms for all US states.

Key Features: AI-powered legal research and case analysis, AI-assisted document drafting and review, matter and case management with custom fields and workflows, time tracking with automatic time capture, trust accounting and IOLTA compliance, online invoicing with credit card and ACH payment acceptance, client intake forms and e-signatures via Clio Grow, secure client communication portal, document management with version control, court form automation via Clio Draft with all US state forms, task management with automated assignments, custom reporting on profitability and productivity, 250+ app integrations including Outlook Google Workspace QuickBooks and Dropbox, mobile app for iOS and Android, calendaring with court deadline calculations, and role-based permissions with SOC 2 compliance.

Pricing: Clio offers four main plans billed per user per month. EasyStart at $49/month (annual) or $59/month (monthly) includes core time tracking billing document management e-signatures and client communications. Essentials at $89/month (annual) or $99/month (monthly) adds document templates matter templates client portal and 250+ integrations. Advanced at $119/month (annual) or $139/month (monthly) adds workflow automation custom reports and priority support. Expand at $149/month (annual) or $169/month (monthly) includes everything plus Clio Grow CRM for lead capture and conversion. All plans include a free trial.

Use Cases: Solo attorneys and small firms managing cases and billing from one platform, litigation teams using AI for legal research and case strategy, law firms automating client intake and converting more leads with Clio Grow, firms needing trust accounting and IOLTA compliance, legal teams drafting documents faster with AI-assisted templates and court forms, attorneys tracking billable time automatically across devices, and firms scaling operations with workflow automation.

About

Clio is the leading cloud-based legal practice management and AI-powered legal research platform, trusted by over 150,000 legal professionals worldwide. Named the number one legal software by multiple industry publications, Clio provides law firms with a comprehensive suite of tools spanning case management, time tracking, billing, client intake, document management, and AI-powered legal research and drafting. The platform serves solo practitioners through large law firms across every practice area.

Clio has evolved into what it calls the Intelligent Legal Work Platform, integrating AI capabilities throughout the workflow. Clio AI assists with legal research, document drafting, case analysis, and strategy development. The platform understands firm-specific cases, clients, and preferences, making AI suggestions contextually relevant. Clio also offers Clio Grow for client intake and CRM, and Clio Draft for automated document assembly with fillable court forms for all US states.

Key Features: AI-powered legal research and case analysis, AI-assisted document drafting and review, matter and case management with custom fields and workflows, time tracking with automatic time capture, trust accounting and IOLTA compliance, online invoicing with credit card and ACH payment acceptance, client intake forms and e-signatures via Clio Grow, secure client communication portal, document management with version control, court form automation via Clio Draft with all US state forms, task management with automated assignments, custom reporting on profitability and productivity, 250+ app integrations including Outlook Google Workspace QuickBooks and Dropbox, mobile app for iOS and Android, calendaring with court deadline calculations, and role-based permissions with SOC 2 compliance.

Pricing: Clio offers four main plans billed per user per month. EasyStart at $49/month (annual) or $59/month (monthly) includes core time tracking billing document management e-signatures and client communications. Essentials at $89/month (annual) or $99/month (monthly) adds document templates matter templates client portal and 250+ integrations. Advanced at $119/month (annual) or $139/month (monthly) adds workflow automation custom reports and priority support. Expand at $149/month (annual) or $169/month (monthly) includes everything plus Clio Grow CRM for lead capture and conversion. All plans include a free trial.

Use Cases: Solo attorneys and small firms managing cases and billing from one platform, litigation teams using AI for legal research and case strategy, law firms automating client intake and converting more leads with Clio Grow, firms needing trust accounting and IOLTA compliance, legal teams drafting documents faster with AI-assisted templates and court forms, attorneys tracking billable time automatically across devices, and firms scaling operations with workflow automation.