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Clio is a cloud-based law practice solution and web-based app that helps lawyers streamline their calendar management, billing and invoicing, client management, basic bookkeeping and online payments.

Clio is used by law practices and continues to grow as a resource for lawyers and paralegals.

How It Works: 

Broadly will help you connect your Clio system to make customer follow-up easy for you and your team. We will automatically pull your client information to send out review requests after there is a closed matter within your program. There is also an option to Opt in a client to receive the follow-up to allow for additional flexibility to best suite your practice’s needs.

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