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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.
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.
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.
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.
Clio’s document management system provides sophisticated document management capabilities. Built-in versioning, unlimited storage, and Clio Connect integration make managing documents easy.
Each Clio account comes with unlimited document storage.
Integration with the Clio Connect client portal allows you to easily and securely share documents with clients.
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.
Document automation allows you to streamline your business workflow by processing everyday common tasks faster and more efficiently.
Drastically reduce processing time by eliminating common manual tasks.
Document automation eliminates time consuming manual processes, and allows you to focus on more value-added tasks.
Enhance client service by quickly and accurately creating and retrieving data.
Get Things Done
Stay on top of critical deadlines and your day-to-day tasks with Clio’s task management system.
Collaborate with colleagues with Clio’s easy-to-use task assignment system. A shared, matter-level task list makes it easy to see what’s complete, what’s outstanding, and who’s responsible.
Clio allows you to link tasks, calendar items, and documents and other case-specific information to matters. Everything you need to know about a matter is just one click away.