Secure collaboration

Clio Connect: Secure Collaboration
Clio Connect is a secure web-based client portal, allowing Clio users to share information and collaborate with clients through an easy-to-use online interface.

Secure
Rather than managing large quantities of non-secure e-mail, lawyers can now leverage Clio’s bank-grade security technology to safely share information and collaborate on key aspects of a case.

Online Bill Payments
Clio Connect enables online bill-paying for your clients. Clio automatically sends clients a link to an outstanding invoice, and the client can easily pay the invoice via PayPal, credit card, or other online payment systems.

Document Sharing
Easily share documents with clients. Clio Connect puts an end to endless e-mail attachments by making it easy to create a secure, easy-to-use client extranet.

Document Management

Clio's document management system provides sophisticated document management capabilities. Built-in versioning, unlimited storage, and Clio Connect integration make managing documents easy.

Unlimited Storage
Each Clio account comes with unlimited document storage.

Clio Connect Integration
Integration with the Clio Connect client portal allows you to easily and securely share documents with clients.

Versioning
Never lose track of a specific document version again. Clio's integrated versioning system makes it easy to track each version of a document as it evolves.

Workflow

Document Automation
Document automation allows you to streamline your business workflow by processing everyday common tasks faster and more efficiently.

Save Time
Drastically reduce processing time by eliminating common manual tasks.

Increase Productivity
Document automation eliminates time consuming manual processes, and allows you to focus on more value-added tasks.

Improved Service
Enhance client service by quickly and accurately creating and retrieving data.