Frequently Asked Questions
What is Clio?
Clio is a cloud-based legal practice management software that helps law firms manage cases, track time, bill clients, and streamline their operations. It's designed for law firms of all sizes and includes features for matter management, document storage, client communication, and financial management.
How much does Clio cost?
Clio pricing starts at $39 per user per month for the EasyStart plan. The Essentials plan is $69/user/month, Advanced is $99/user/month, and Complete is $125/user/month. All plans are billed annually and include different features and storage limits.
Does Clio offer a free trial?
Yes, Clio offers a 7-day free trial with full access to all features. No credit card is required to start the trial, and you can explore all aspects of the software before making a commitment.
Is Clio secure for storing client data?
Yes, Clio uses bank-level security with 256-bit SSL encryption for data in transit and 256-bit AES encryption for data at rest. They are SOC 2 Type II certified, GDPR compliant, and maintain a 99.9% uptime SLA with daily automated backups.
Can Clio handle trust accounting?
Yes, Clio includes comprehensive trust accounting features that comply with legal accounting regulations. It includes built-in safeguards, three-way reconciliation, detailed audit trails, and compliant trust account reporting to help firms maintain proper trust accounting practices.
What integrations does Clio support?
Clio offers over 150 integrations through their App Directory, including Microsoft Office 365, Google Workspace, QuickBooks, Xero, Dropbox, Zoom, DocuSign, LawPay, and many legal-specific tools for research, court filing, and document automation.
Is Clio suitable for solo practitioners?
Yes, Clio is excellent for solo practitioners. The EasyStart plan at $39/month provides all essential features needed to run a solo practice efficiently, including time tracking, billing, matter management, and client communication tools.