Clio

Clio is a legal practice management solution that also provides CRM-like features for law firms, streamlining client intake, contact management, and workflow automation. Attorneys can track leads, schedule consultations, and manage follow-ups from a single dashboard, while integrated billing and calendaring help keep everything on track. Compliant with industry security standards, Clio offers custom forms, document management, and reporting tools. It’s used by both solo practitioners and large firms to manage every phase of client engagement.