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Explore Clio's Self-Guided Tours

Clio and Carahsoft have partnered together to provide a series of self-guided tours of Clio's products and features. Similar to a live demo, the self-guided tours explores how Clio's products and features applies to a specific technology field such as Legal & Courtroom technology.

 

Learn about Clio's benefits, watch a short pre-recorded demo video and download related resources. If interested in furthering the conversation, you can also schedule a live demo with a Clio expert from Carahsoft. Start a Self-Guided Tour now by selecting one below: 

 

Clio Legal & Courtroom Technology Self-Guided Tour  

Clio Legal & Courtroom Technology Self-Guided Tour

Clio’s various legal solutions provide multiple avenues for legal agencies looking to streamline their operational processes. Clio Manage is a cloud-based centralized in case information, client communications, documents, billing and task management. Clio Documents & Automation helps firms efficiently create, store and manage legal documents. Clio Growth provides tools for managing leads, automating intake forms, tracking referral sources and monitoring the status of prospective cases. Clio Payments accelerates the collections process by enabling legal agencies to process online payments directly within the Clio platform.


Want to learn more about Clio?
Start a self-guided demo now to learn more about how Clio can streamline your legal workflows at scale.
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Clio Manage (Practice Management)

Clio Manage is the core practice management platform designed to help law firms run their day-to-day operations efficiently. It centralizes case information, client communications, documents, billing, and task management in one cloud-based system. Attorneys and staff can track matters, log time, generate invoices, and manage deadlines without relying on disconnected tools or manual processes. Because it’s cloud-based, teams can securely access files and case details from anywhere, supporting remote and hybrid work. The platform also integrates with hundreds of third-party applications, allowing firms to customize workflows while maintaining a single source of truth.

Benefits:

  • Centralizes case management, billing, time tracking, and communications to reduce administrative overhead and errors.
  • Improves visibility into matters, deadlines, and firm performance with real-time access from anywhere.
  • Supports scalable workflows through cloud access and integrations with other legal and business tools.
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Clio Growth (Client Intake and CRM)

Clio Grow focuses on improving how law firms attract, onboard, and convert potential clients. It provides tools for managing leads, automating intake forms, tracking referral sources, and monitoring the status of prospective matters. By standardizing the intake process, firms reduce the risk of missed opportunities and inconsistent client experiences. Clio Grow also offers analytics that show where leads come from and how quickly firms respond, helping firms optimize marketing and business development strategies. The result is a smoother transition from prospect to paying client.

Clio Growth (Client Intake and CRM) Clio Growth (Client Intake and CRM)

Benefits:

  • Increases client conversion rates by streamlining lead tracking and automating the intake process.
  • Enhances responsiveness and consistency during onboarding, improving first impressions and client trust.
  • Provides marketing and intake analytics to support data-driven business development decisions.
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Clio Payments (Integrated Legal Payments)

Clio Payments enables law firms to accept online payments directly within the Clio platform. It supports credit cards, debit cards, and eChecks while complying with legal accounting and trust requirements. Because payments are tied directly to invoices and client matters, firms reduce administrative work and reconciliation errors. The system helps firms get paid faster by offering clients convenient, modern payment options. Integrated reporting also improves financial transparency and cash flow management.

Benefits:

  • Speeds up collections by enabling secure online payments directly tied to invoices and matters.
  • Reduces reconciliation work and accounting risk through built-in compliance with legal trust requirements.
  • Improves client convenience with multiple modern payment options, increasing on-time payments.
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Clio Documents & Automation

Clio’s document management and automation tools help firms create, store, and manage legal documents more efficiently. Users can generate documents automatically by pulling client and matter data directly into templates, reducing repetitive manual drafting. All documents are securely stored in the cloud, making collaboration and version control easier across teams. Built-in permissions and audit trails help firms maintain compliance and protect sensitive client information. This feature significantly reduces time spent on administrative tasks while improving accuracy and consistency.

Benefits:

  • Saves time by automating document creation using client and matter data.
  • Improves accuracy and consistency across legal documents with standardized templates.
  • Enables secure collaboration and cloud-based access to files from any location.

Clio's Benefits Snapshot:

 

  • Document automation: Clio’s document management and automation tools pull client and matter data directly into templates, generating documents automatically.

  • Cloud-based solutions: Multiple solutions support secure collaboration and scalable workflows through cloud access.

  • Payment flexibility: Clio Payments improve client convenience by providing multiple payment options, including credit cards, debit cards and eChecks, all while complying with legal accounting and trust requirements.