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Tasks and Schedule At-a-Glance
Clio’s dashboard provides a centralized view of your upcoming tasks and schedule so you know, at-a-glance, what commitments you have for the day.
Clio’s Practice Performance dashboard allows you to continuously monitor your firm’s financial health by providing real-time reports on billing targets. Set custom goals for billings, and Clio will advise you of progress against those goals on a daily, weekly and monthly basis.
Get Things Done
Clio’s task management system makes it easy to “Get Things Done” and helps make forgotten tasks a thing of the past. Simple yet powerful, Clio’s task management system allows you to easily link tasks to matters, assign tasks to other members of your firm, and monitor the progress of task completion for a specific matter.
Clio’s matter-centric workflow allows you to easily link tasks to matters. Clio makes it possible to view all tasks across all matters, or to drill-down to the tasks only relating to a specific matter.
Clio makes it easy to directly bill time from tasks as you work on them. Simply click Clio’s “Add Time” button next to the task, select a timekeeping category, and you’ve created a billable time entry
Simple cloud based Calendaring
Your calendar is available wherever and whenever you need it with Clio. Access your calendar from your desktop, laptop, or mobile device in real time. Firm-wide calendaring makes it easy to invite specific members of the firm, or the entire firm, to events.
Clio’s calendar supports drag & drop, making it easy to quickly create, change or update appointments.
Clio offers a wide variety of reports to facilitate a wide variety of analysis needs.
Stay on top of your billings with Accounts Receivable and Billing History reports.
Analyze client and lawyer productivity with the Productivity by Client and Productivity by User reports.
Get real-time reports on client activity and financial positions with Client Activity, Client Ledger, Trust Ledger, Trust Listing, Work in Progress and Bank Account Activity reports