What is Clio for Clients?
Clio for Clients is a new client-attorney communication portal that enables clients to work with their lawyer from anywhere.
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Accessible from anywhere
Clients can communicate with their lawyer and receive case status updates from any device. Clio for Clients is available in English and Spanish.
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Easy, secure login
Clients will receive a signup link in an email from their lawyer. Once set up, clients can access the portal securely via Face ID or Touch ID, or their fingerprint if using the mobile app.
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Mobile document scanning and uploading
Users can scan documents that are converted into a PDF and automatically cropped and adjusted for clarity. Documents can also be uploaded from other apps (e.g. Mail, Dropbox) or from the device’s camera roll.
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Make the most of everyone’s time
Take the review process online and eliminate the need for your clients to take a day off work just to meet with you.
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Log client communication and documents efficiently
Clients can securely send messages and attachments to you. If a client messages or shares a document with you, it will automatically be saved to their respective matter.
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Eliminate unnecessary back-and-forth communication
Clients can access their case communications, documents, invoices, and calendar events at any time, eliminating constant back-and-forth contact.
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See how easy it is to share bills and make payments
Speed up the collections process by sending bills and receiving payments all at once. Clients can easily view their invoices and make payments online with debit, credit, and eCheck options.
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Stay connected to your clients using our secure law firm client portal
Clio for Clients makes it easy for your clients to feel connected to their lawyer and understand the progress of their case.
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Deliver a better experience for your clients
Update your clients on the status of their case in real time through Clio’s portal for legal clients. Make it easy for them to find what they need by centralizing case updates.
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Make it easy to get what you need
Clients can send you files using the mobile app’s built-in document scanner or by uploading images from their camera roll. Because home printers are a thing of the past.
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Help clients keep track of dates
Clients can view their upcoming appointments and court dates in a central place to help them stay organized.
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Client portal for law firms FAQs
What is client portal software for law firms?
A legal client portal is a secure online platform that allows lawyers and their clients to communicate, share documents, and collaborate in a centralized location. This tool streamlines client interactions by offering a convenient, cloud-based space where clients can access case information, invoices, and other documents at any time, enhancing transparency and efficiency in legal services. See it in action
What does client portal for law firms do?
A client portal for law firms serves as a secure digital hub that enhances communication between attorneys and their clients. It allows lawyers to share sensitive documents, manage case-related communication, and provide real-time updates on the progress of legal matters. Clients can also use the portal to upload documents, see their upcoming events, view invoices, make payments, and send messages, making it easier to stay informed and engaged throughout their case. See how
What features should a good law firm client portal include?
A good law firm client portal should include features like:
- Secure document sharing: Ability to share and access sensitive legal documents securely.
- Messaging and communication tools: A platform for real-time, secure communication between attorneys and clients.
- Invoice and payment integration: Clients can view, pay, and manage invoices directly through the portal.
- Mobile accessibility: The portal should be accessible on mobile devices for convenience.
Where is Clio for Clients available?
Clio for Clients is available everywhere. Try it for Free
How does Clio for Clients work?
Using Clio for Clients, a client-attorney communication portal, law firms can push key details like status and next steps for their clients to access on demand. Clients can scan and share documents, access their case details in a central spot, and message their lawyer or others at the firm. Learn more
Learn more about what features are available and how it works in our Help Center.
What makes Clio for Clients the best client portal software for law firms?
Clio stands out as the best client portal due to its comprehensive and secure platform designed specifically for legal professionals. It offers robust features such as:
Secure communication: Clio provides encrypted messaging and document sharing, ensuring client confidentiality.
Seamless integration: Clio’s client portal integrates with Clio Manage, allowing lawyers to effortlessly manage cases, communicate with clients, and track billing, all in one place.
Easy client access: Clients can access their case details, scan and upload documents, see their scheduled events, and view invoices at any time, streamlining the legal process.
Invoice and payment tools: Clio simplifies billing by allowing clients to review and pay invoices directly through the portal.
Mobile-friendly interface: With Clio’s mobile app, clients can stay connected and informed, regardless of where they are.
These features make Clio a trusted and efficient client portal solution for law firms, designed to enhance both client satisfaction and law firm productivity.
How do lawyers communicate with their clients?
Lawyers communicate with clients in a variety of ways, including email, phone, in-person meetings, and client-attorney communication apps like Clio for Clients. However, as highlighted in the 2020 Legal Trends Report, law firms using client communication apps are performing better and collecting more revenue than those who are not. This is likely in part due to the client-centered experience that leaves clients recommending the firm to others and because in-app updates and collaboration is more efficient and cost effective for both the law firm and client. Experience Clio today
Why is it important lawyers talk to their clients?
A client’s case can be the most important or stressful moment in their lives. They are putting their trust in you and your firm, and even if you have things under control, if they can’t see it, they may be left questioning your skills. By enabling them to access their case at any time, and providing updates remotely, you can not only meet their expectations, but exceed them. Try Clio for Free
I have the Clio for Law Firms and Lawyers app–how is it different?
The Clio for Law Firms and Lawyers app is for lawyers and law firms to get work done when away from the computer. With the Clio for Law Firms app, you can access matters, documents, contacts, notes, and calendar from your mobile device. The Clio for Clients mobile app on the other hand, is for the clients of law firms to communicate and share information with their lawyer.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
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Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime
