Clio: Cloud for Legal Case Management

The Cloud is driving a paradigm shift in the legal arena. With securing client data becoming a harsh reality, attorneys are in need of cloud-based practice management software to secure the client data. Whether it is sending contracts or receipts via email, or transferring sensitive legal information, protecting data that is being sent via the web is vital. Keeping in mind these challenges, Clio, a Cloud based, mobile-friendly platform was developed with the cooperation and advice of bar associations and law societies. “Built specifically for the legal space, Clio delivers functionalities such as calendaring, time-tracking, note-taking, document management, task management, legal accounting, and bookkeeping which are essentials for the modern law firm,” says Jack Newton, CEO, Clio. The platform integrates seamlessly with other popular applications such as Gmail, Outlook, Dropbox, Box, and Google Drive.

Clio’s document upload system, billing, and accounting functionalities are highly robust and versatile

Clio integrates with Google for Work, which allows the user to link directly to the Google Calendar, Contacts, and Drive. The platform’s amalgamation with Google and thus easy association with Android moves the platform to the forefront of work ethos. Clio’s case numbering is automatic, and based on the case criteria. The firm’s client portal, Clio Connect, enables their clients to view their entire case documents online. “Clio’s document upload system, billing, and accounting functionalities are highly robust and versatile,” says Newton. An attorney is able to upload single or multiple files at the same time preventing the hassle otherwise involved. “Find what you need with ease, stay organized in your practice, and create templates to generate routine legal documents,” says Newton.

With the modern law firm needing to manage expenses, revenues, and payroll, among other financial matters, Clio’s integration with the most popular accounting software is a welcome move.
Jack Newton, CEO
Many professionals across every industry have adopted cloud software. Clio works closely with trusted third-party leaders in data security to ensure that the information is secure. This protection offers enhanced security over that found in a typical office. Clio uses Secure Sockets Layer (SSL) to secure the session. Additionally, the account can be secured with two-factor authentication and requires users to use strong passwords. Clients get that same level of security when logging into Clio Connect to access documents or communications.

Clio’s document management feature saves the users, on an average eight hours per week. The time salvaged in document management is way ahead of its competitors. It helps to collaborate with clients, keeps track of changes, and edits. The feature also helps to eliminate the security risk of emailing sensitive documents by using Clio’s private portal to share and collaborate with only the right contacts.

Citing an example of Clio’s prowess, Franklin Law, a premier law firm changed their customer service using the Clio platform. Prior to the use of Clio, Franklin Law had to pay for updates every year even though they were not able to input data on the fly. The progressive and innovative work that Clio does to make its platform accessible helps lawyers to interact with their clients in real time and in an efficient manner.

Nextpoint, a leading cloud-based evidence management service firm and Clio have announced the formation of a strategic initiative to deliver an integrated service offering to law firms seeking to move their practices to the cloud. “The two companies will offer significant discounts to customers, as well as the formation of a beta user group to direct the development of key integration points,” concludes Newton.


Vancouver, Canada

Jack Newton, CEO

A provider of a full suite of web-based practice management tools targeted specifically at the administrative needs of sole practitioners and small firm