Security
The security of your data is of the utmost importance, as such we take all reasonable precautions to protect the information you entrust to us. Traffic to your web-browser is secured using bank-grade 256-bit SSL encryption. Data is stored in an enterprise-class, secured hosting environment that is backed-up daily to aid recovery in the event of an emergency.
All information remains your property indefinitely and will never be revealed, shared or sold for any reason.
Document Management
Clio allows users to quickly and securely store/access electronic copies of relevant file correspondence. Users gain peace of mind through offsite, backed-up electronic document storage, and critical information is kept organized and linked to the appropriate client/file. Better still, using Clio means not being away from essential documents by simply being away from the office - secured access is only as far away as the nearest internet connection.
Task Scheduling
Using a complete calendaring and reminder system, users of Clio can rest assured that they will never miss a client meeting, court appointment, or important deadline.
Time Tracking
With Clio, timekeeping is organized and effortless, reducing "lost time" and eliminating the frustration of paper timesheets.
Billing
Time reconciliation and bill generation is often the most tedious and neglected area of small practices. Clio solves this problem, by providing its users with a simple interface that automates the production of detailed time reports, and client invoices.
Combined with its integrated tracking system for trust funds and retainers, Clio satisfies the day-to-day accounting needs of many small practitioners.
Web-Based
Thanks to pioneers like Google and Salesforce, industries of all kinds are rapidly realizing that the internet is an ideal platform for delivering applications that have been conventionally confined to traditional desktop applications. Clio recognizes and believes in this trend, and is tirelessly working to provide the best possible practice management tool that offers unprecedented ease-of-use, mobility and affordability. You can also access your practice's information on the road via Clio's secure iPhone interface.
| Client and Matter Management |
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| Timesheets/Activity Tracking |
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| Time Reporting |
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| Performance Analysis and Reporting |
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| Calendaring and Reminders |
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| Trust Accounting / Account Management |
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| Clio ClientConnect (Client Extranet) |
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| Client Document Sharing / Collaboration |
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| Online Bill Payment (Receive payments for bills via Clio ClientConnect) |
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| QuickBooks Integration |
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| Reporting |
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| Multi-user access |
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| SSL Encryption & Secured Data Storage |
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| Client Billing and Invoice Generation |
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| Document Management |
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| Mobile Interfaces for iPhone, Android, and Palm Pre |
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Themis Solutions Inc., the provider of Clio, is a Vancouver, BC-based web services company dedicated to providing online, easy-to-use, effective, and affordable practice management solutions to the small firm marketplace.
Clio was produced with the cooperation and advice of the Law Society of British Columbia (LSBC). Having helped many of its solo and small firm members deal with the challenges of practice management, the Law Society of British Columbia identified considerable need for a web-based practice management tool tailored to the needs of those firms. The Law Society approached Themis Solutions to help fill this void, and guided the development of a system that addresses many of the challenges faced by most solos and small firms: calendaring, time tracking, note taking, trust accounting, managing retainers. With a view to helping lawyers meet their professional and ethical obligations, the Law Society of British Columbia's Practice Standards division advised the integration of several key features in Clio, such as retainer tracking, trust accounting logic, and fail-safe calendaring.
Clio entered a private alpha test with LSBC members in January, 2007. A beta of Clio was made available to the LSBC membership in October, 2007, and a North American-wide beta launched in March, 2008. Clio was publicly released on October 1st, 2008.
Keep up to speed with new Themis Solutions Inc. and Clio developments on the Clio blog.
