What is Clio Duo?

Clio is a legal practice management platform that centralizes case management, client intake, billing, and document management.Clio Manage organizes matter workflows, task management, calendaring, and time tracking for law firms and solo practitioners.

Clio Grow handles client intake and CRM functions to streamline lead intake and client onboarding.Clio Accounting supports practice accounting and financial management tied to matters and billing.Clio Draft enables document assembly and template-based document production.

Clio for Clients and integrations provide secure client portals, file sharing, e-signature, and connections to calendaring and practice tools.Reporting and analytics deliver insights on billing activity, matter profitability, and team productivity for small, mid-size, and in-house legal teams.

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Clio Duo's key features

Client Intake
Billing & Collections
Case Management
Document Management
Task Management

Clio Duo use cases

Streamline client intake and onboarding using Clio's customizable intake forms, automated workflows, built-in CRM, e-signatures and secure client portal to capture leads, auto-create matters and reduce onboarding time without juggling spreadsheets
Automate document assembly, case management and team collaboration using Clio's templates, centralized document storage, versioning, calendaring and task management so attorneys can generate pleadings, collect signatures, track deadlines and work with staff in one system
Improve financial operations and compliance by using Clio's time tracking, legal billing, trust and operating accounting, automated invoicing and robust reporting to speed up billing cycles, monitor matter profitability and simplify trust account reconciliation