Clio Manage is powerful, innovative, and user-friendly Law Practice Management Software (LPMS). It is a platform that welcomes, and encourages integration. This is one of its greatest strengths. Clio boasts an extensive App Directory, and an Open API. It works-and-plays well with an almost overwhelming amount of legal tech. Additionally, it's one part of the entire Clio Suite. Which means you can seamlessly add Clio Grow (an intake CRM), albeit for an additional price.
For Law Practice Management Software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Based on 19 Reviews
The Clio suite of products (Manage & Grow) are all web-based platforms accessed through any standard web-browser. Additionally, Clio provides iPhone and Android mobile apps, along with a mobile client portal.
Clio Manage starts at $39/user/month, with $59/user/month, $99/user/month, and $125/user/month tiers that add integrations and functionalities.
Like most cloud-based practice management systems, Clio uses 256 bit SSL encryption in its browser connection. Which is generally the same encryption that online banks use. Additionally, Clio offers two-factor authentication for user logins and client portals at all its pricing tiers.
Yes, Clio integrates with the entire Microsoft 365 suite (f/k/a Office 365), including MS Teams, Outlook, OneDrive, and Calendar. Although their document management integration is with OneDrive, users can usually sync with SharePoint using MS Teams or a Power Automate, if desired.
Yes. Clio Manage has robust integration with the Google Workspace suite of products. This includes Google Drive & Gmail, and a bi-directional sync with Google Calendar and Google Contacts.
Additionally, Clio allows you to manage your Google My Business account right in their application.
With built-in trust accounting and integrations with products like Soluno, it is highly likely that Clio Manage can handle all of your Trust Accounting needs.
Yes. Clio has built-in legal billing software powered by LawPay (they even cover LawPay’s $20 monthly fee). Additionally, they have billing and accounting integrations that will allow you a multitude of online payment choices.
Yes, with 12 triggers, 16 actions, and 11 searches (as of this review), Clio has a relatively robust integration with Zapier. Additionally, through its Microsoft 365 integration, you can use Power Automate to optimize your workflows as well.
Yes, your office can either use the built-in document automation, or integrate with industry leaders like Documate, Lawyaw, Knackly, Afterpattern, and Hotdocs.
Yes. Since it is a cloud-based platform, your office can use Clio with a PC, a Mac, or even a Linux operating system. You simply have to have an internet connection and a modern browser.
Clio Manage would likely be a good fit for most solo to medium-sized firms. It is versatile, user-friendly, and comes at a reasonable price. If you’re looking for a cloud-based LPMS system, Clio should be on your short list of options to review. Moreover, its App Directory and Open API make it especially attractive for practices that want to build a complete system out of multiple tools working together. Generally, if something doesn’t natively integrate, you can use the API to make it work.
On the other hand, with its versatility comes some complexity. Firms who want a plug-and-play solution, may want to review something more than just Clio Manage. Further, although it has robust integrations, a firm will need to spend at least a little time getting set-up. And, with so many integrations, not all of your needed functionality will be included in Clio’s price.