The Clio mobile app helps you stay profitable and productive by accessing essential case and client information remotely. Update case statuses, communicate with clients and firm members, and review, share, or scan documents all from the palm of your hand.
KEY FEATURES
CAPTURE AND BILL FOR MORE TIME–Track billable and non-billable time on the spot.
・Increase profitability with time-tracking tools, expense categories, and custom billing rates.
WORK FROM ANYWHERE–Quickly access client, case, billing, and calendar information wherever you are.
・Stay on top of your day with a dynamic calendar and task lists.
KEEP IN TOUCH WITH CLIENTS–Communicate with clients securely and conveniently.
・Get instantly notified when a client messages you through the client portal or text message, and respond directly from the app.
MAKE IT EASY TO GET PAID–Accept in-person payments with Tap to Pay on iPhone.
・Get paid in-person with no terminal or extra hardware needed. Clients simply hold their debit card, credit card, or digital wallet to your phone and the payment is automatically recorded in Clio.
HAVE PEACE OF MIND–Rest assured knowing Clio has industry leading security and is approved by over 100 global bar associations and legal societies.
・Don’t risk losing important paper files or exposing client data by securely storing client and case data in the cloud.
TRACK TIME USING SIRI–Start and stop timers without interrupting your workflow.
・Say “Siri, start a timer in Clio” to start the timer, then “Siri, stop timer in Clio” to stop it. It’s hands-free and convenient, helping you record all of your work in real-time.
TURN PAPER DOCUMENTS INTO PDFS–Save files to Clio from anywhere with no extra hardware required.
・Scan documents from anywhere while automatically cropping out messy backgrounds and combining multiple pages into one file—leaving you with clean and professional PDFs.
LEVERAGE LEGAL AI–Get the answers you need in an instant.
・Get invoices drafted, checked, and routed to the right approvers automatically and leave writer’s block behind when you generate instant, professional text messages and client portal replies.
