Top 5 Ways Clio Makes Practice Management Easy

Top 5 Ways Clio Makes Practice Management Easy

Clio is a practice management solution that connects lawyers with their important data, their clients and the applications they use every day. It lives in the cloud so you can access your cases, documents, and important things like bills and invoices from just about anywhere.  Clio also integrates with a lot of applications that you use including your favorite email provider, Google Apps, Dropbox and Xero – most of which live in the cloud too. At the end of the day, Clio is a productivity solution. It helps save time by putting everything you need in one place.

With some popular law practice management offerings ending support, now is an opportune time to look into the new wave of cloud based practice managements solutions.  My firm has used Clio for over 10 years and the ease of use, flexibility, and mobile accessibility have been invaluable.  I’ve recommended Clio to attorneys in my area, some of which adopted the platform and haven’t looked back.  If you’re an attorney looking change platforms and or an attorneys venturing out on their own and looking for a practice management solution, you’re in the right place.

Without further ado, here are 5 ways Clio can make your life as a practice attorney easier:

1)     Cloud-Based

There is no need for in-house servers, backups, remote access software, upgrades, or long support calls.  Clio runs from and stores all of your documents in the cloud.  This allows you to access documents, bill, pull contacts, and review client accounts from anywhere using any device or operating system.  Documents are saved safely and securely.  I don’t recall one time in over 10 years of use having issues with inaccessibility or downtime.  Add virtually unlimited storage and your virtual office is complete.

2)     Mobile Friendly

With Android and iPhone apps, you can access all of Clio’s core functionality from your mobile device.  Having a client’s entire file at your fingertips is invaluable and with cloud storage that one document you forgot is a click away.

3)     Compatibility

You don’t need specific hardware or servers to access Clio, any browser on any device will give you full access to the suite of features.  Software upgrades and maintenance are also a thing of the past as features are added on the fly on Clio’s servers and many times whether you adopt them or not is optional.

4)     Functionality

Billing, trust accounting, invoicing, and calendaring are a few of the many firm essential features in the Clio suite.  The interface is simple enough that most users will be able to figure out most of the basic functionality without any guidance, however online training is available.  With the library of add-ons, Clio can be customized to handle the needs of the majority of law practices.

5)     Add-Ons

Clio’s third party apps provide a wide range of functionality including receiving docket alerts, e-filing, and intake and form management applications.  Do you want to two-way sync your outlook contacts or automatically save your Gmail messages to your client file?  In an effort to go paperless have you considered e-signatures and electronic intake forms?  Many solutions exist to accomplish these objectives and more.

Now is a great time to begin your transition to seamless practice management.

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About J. Patrick Williams

J. Patrick Williams is a partner at Batch, Poore and Williams, PC in Raleigh, North Carolina. Patrick's practice is focused in the areas of Family, Divorce, Criminal, Entertainment law and Civil Litigation. Patrick is also a Certified Clio Consultant. Learn More about Patrick Williams at