Clio

Run your entire law firm with AI-powered workflows that cut admin, speed up cases, and keep clients happy—without adding extra staff.

Best AI Tool for Legal Practice Automation

Category: AI Legal Practice Management, Law Firm Automation, AI Case Management
Website: https://www.clio.com
Free Plan: No
Best For: Law firms, solo attorneys, legal teams, paralegals, operations staff
Rating: ★★★★☆ (4.7/5 based on law firm usage, reliability & workflow automation)

Problem

Running a law firm is a balancing act — client work, deadlines, billing, documents, follow-ups, research, intake… the list never ends. Most legal teams spend more time on admin than actual legal work.

This slows cases, hurts cash flow, and leaves attorneys buried in tasks that don’t move the firm forward.

That’s where a connected AI platform becomes crucial. One system that handles cases, billing, documents, deadlines, and client communication — while AI handles the everyday workload you don’t have time for.

What is Clio?

Clio is a cloud-based legal practice management platform built for firms that want a connected workspace powered by automation and AI. It brings case management, billing, intake, communication, and document handling into one platform.

The highlight is its AI system, which includes:

Clio Duo – AI assistant for drafting, summaries & quick answers

Manage AI – Automation engine for scheduling, billing, and routine tasks

More than 400,000+ legal professionals across 130+ countries rely on Clio to run their operations. It’s approved by 100+ bar associations, including all U.S. state bars.

Clio helps firms cut admin hours, reduce errors, and run smoother operations — without leaning on multiple disconnected tools.

How Does Clio Work?

Clio combines practice management tools with AI-driven automation so daily work moves forward with less manual effort.

Here’s how it runs behind the scenes:

Choose Your Tools:

You can use Clio Manage, Clio Grow, Clio Duo, or Manage AI — or all together.

Set Up Your Firm Workflow:

Matters, tasks, deadlines, templates, billing rules, and integrations are connected in one place.

Let AI Handle Routine Work:

Clio Duo drafts documents, summarizes files, and answers questions based on matter data.
Manage AI handles deadlines, task creation, billing workflows, and admin updates.

Work From Any Device:

Tracking time, sending bills, reviewing documents, or messaging clients works on desktop and mobile.

Clio keeps your entire practice connected, accurate, and running without friction.

Key Features & Benefits

AI Drafting & Summaries

Clio Duo generates motions, letters, notes, and summaries using matter data — saving hours each week.

Automated Scheduling & Deadlines

Manage AI turns court orders into calendar events with reminders, helping teams avoid missed deadlines.

Billing That Moves Fast

AI-generated draft invoices
Expense matching
Approval routing
Billing reminders

These features keep cash flow predictable and reduce backlogs.

Client Intake & CRM

Clio Grow handles:

Lead capture
Online consultation scheduling
Automated follow-ups
Digital intake forms
Internal tracking

Great for firms that want a healthy client pipeline.

Centralized Case Management

One workspace for:

Documents
Tasks
Messages
Notes
Time logs
Court dates
Matter history

Everyone stays aligned without tracking down information.

250+ Integrations

Syncs with:

Microsoft 365
Google Workspace
Zoom
QuickBooks
LawPay
Dropbox
EvenUp
Zapier

Ideal for firms that want flexible workflows.

Mobile Apps

Track time, upload files, check tasks, and reply to clients from anywhere.

Use Cases & Applications

Solo Attorneys

Gain a virtual assistant without hiring staff.

Small & Mid-Sized Firms

Automate admin and improve collaboration across the team.

Litigation Teams

Handle scheduling, deadlines, drafting, and discovery with less manual work.

Immigration Firms

Manage document-heavy workflows with AI summaries and automated tasks.

Corporate Legal Departments

Centralize operations and manage multi-office teams efficiently.

Who Should Use Clio?

lio is built for:

Solo lawyers
Boutique firms
Mid-sized legal practices
Paralegals & assistants
Operations and admin teams

Works well across:

Criminal
Family
Corporate
Immigration
Personal injury
Employment
Real estate
Estate planning

If your practice depends on consistent workflows, Clio makes daily operations smoother.

Pricing & Plans

Plan	Price (USD)	Best For	Key Highlights
EasyStart	$49/user/month	Firms moving from spreadsheets	Time tracking, billing, document management, e-signatures, secure client messaging
Essentials	$89/user/month	Growing firms	Document & matter templates, client portal, 250+ integrations
Advanced	$119/user/month	Firms wanting automation	Automated tasks & matters, custom reports, priority onboarding
Expand	$149/user/month	Firms focused on growth	Includes Clio Grow CRM, intake automation, lead tracking, ROI insights

Add-Ons (Optional)

Add-On	Description
Clio Draft	Automated legal document creation & templates
Manage AI	AI-powered scheduling, drafting, billing automation
Clio Grow	Full client intake & CRM system
Clio Accounting	Legal-specific accounting & transaction tracking
Clio for Personal Injury	Tools for medical records, damages & settlements
HIPAA BAA Coverage	PHI-compliant storage with signed BAA

Pros & Cons

Pros	Cons
Wide feature range	Pricing rises with team size
AI assistance integrated into workflow	AI add-ons cost extra
Strong mobile apps	Learning curve for advanced features
250+ integrations	Some features require higher tiers
Excellent support reputation	Interface may feel busy for new users
Cloud-based & secure	Customization can take time

Support & Integrations

Support Includes:

24/5 phone support
Live chat
Knowledge base
Step-by-step onboarding
Migration specialists

Top Integrations:

Zoom
QuickBooks
Google Workspace
Microsoft 365
Dropbox
LawPay
Gmail
Outlook
EvenUp
Zapier
NetDocuments

Frequently Asked Questions (FAQ)

Do I need technical expertise to use Clio?

No. The interface is simple enough for attorneys, paralegals, and admins.

Is Clio’s AI safe for confidential client data?

Yes. Clio doesn’t use your data to train external models — and it meets SOC 2, ISO 27001, HIPAA-level requirements.

Can I edit AI drafts?

Yes. Clio Duo provides editable drafts so attorneys stay in full control.

Is Clio good for solo attorneys?

Absolutely. Many solos use Clio to automate admin work without hiring staff.

Can Clio handle billing for large teams?

Yes. Manage AI supports billing batches, approval routing, and expense matching.

Can I migrate from my old practice software?

Yes. Clio has a dedicated migration team for contacts, matters, calendars, tasks, and billing data.

Does Clio work for litigation firms?

Yes. It handles scheduling, deadlines, drafting, and document flow for litigation-heavy practices.

Useful Links

Main Website: https://www.clio.com
About Page: https://www.clio.com/about
AI Features: https://www.clio.com/features/legal-ai-software
Clio Manage: https://www.clio.com/manage
Clio Academy: https://www.clio.com/resources/clio-academy
Support/Help Center: https://help.clio.com/hc/en-us
Contact: https://www.clio.com/contact
Google Play App: https://play.google.com/store/apps/details?id=com.themis.clioAndroid
iOS App: https://apps.apple.com/us/app/clio-for-law-firms-and-lawyers/id686777370

Performance Rating Breakdown

Metric	Score (Out of 5)	Notes / Rationale
Automation & Workflow Speed	4.8	Manage AI handles billing, tasks, and scheduling with minimal oversight.
Accuracy in AI Drafting	4.6	Clio Duo delivers strong document summaries and drafts. Minor edits needed.
Reliability for Daily Operations	4.7	Stable uptime, consistent performance across web & mobile.
Scalability for Growing Firms	4.6	Works well for solos to mid-sized firms; enterprise options available.
Value for Money	4.4	Feature-rich, but pricing increases with add-ons and multiple users.
Integrations & Ecosystem	4.7	250+ integrations — one of the strongest in legal tech.
Support & Training	4.5	Fast responses, detailed documentation, strong onboarding tools.

Overall Average Score: 4.61 / 5 ⭐

Final Thoughts

Clio gives law firms a connected workspace that cuts admin hours, speeds up billing, and simplifies case management. With Clio Duo and Manage AI, attorneys get drafting support, summaries, automated scheduling, and billing that moves without constant oversight.

For firms that want smoother workflows, faster results, and fewer missed deadlines, Clio delivers strong value. It’s reliable, easy to use, and powerful enough to handle fast-moving legal operations across different practice areas.

Whether you’re running a solo practice or coordinating a multi-team firm, Clio offers a smart way to work with less stress — and more time for actual legal strategy.