Clio + OAMIC

Clio: A Proactive Approach to Preventing Malpractice

Staying organized and managing your cases and deadlines is paramount to running an error-free practice – and legal practice management software is a big part of those efforts. To help facilitate this, OAMIC policyholders receive a 7-day free trial and 10% discount on Clio, the world’s leading cloud-based practice management software.

Clio was developed with the advice and cooperation of bar associations and law societies across the country. You can trust Clio to guide your firm through legal compliance. Clio enables lawyers to stay on top of every detail, reducing the likelihood of malpractice. In addition, Clio’s communication tools keep clients in the loop, preventing complaints. This technology even integrates with other tools you may already use, such as Casetext, DocuSign, TimeSparrow and more.

Read below to learn more about Clio’s features. Or, if you’re already convinced, fill out this short form to start your free 7-day trial.

Clio Features

  • Case Management
    Stay organized and access the information you need—from anywhere, at any time.
  • Contact Management
    Easily organize contact details, documents and communication logs from intake to invoice.
  • Task Management
    Assign and track tasks. Report on task progress, identify roadblocks, and better manage productivity.
  • Calendaring
    Stay on top of deadlines, with legal-specific features like Court Rules.
  • Document Management
    Edit, store and organize your legal documents securely and directly in the cloud.
  • Accounting
    Simplify reconciliations and comply with trust accounting regulations. Sync to third-party accounting systems.
  • Online Payments
    Get paid faster and make it easier for clients to pay by accepting online credit card payments.
  • Time & Expense Tracking
    Make billing easy and accurate with features like Timekeeper and enhanced expensed tracking.

Start Your Free Trial

Click the button below to fill out a short form and start your 7-day free trial of Clio Manage.

Get a Quote

Apply for professional liability coverage today through our convenient online portal. In most cases, you will receive a quote within 24 hours.

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