138046 Clio Manage Law Practice Software Review (2022)

About Clio Manage

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Clio Manage

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Lawyerist Rating for Clio Manage

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Rating Breakdown

Our Rating: 4.7/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 4.2/5 (based on 19 ratings)

The community rating is based on the average of the community reviews below.

Composite Rating: 4.5/5

The composite rating is a weighted average of our rating and the community ratings below.

4.5/5

Product Details

Apps
  • Android
  • iOS
  • Web
Installation
  • Cloud
Software Integrations
  • Clio App Directory (150+ integrations)

Core Features

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.

Yes
No

Case/Matter Management

Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.

Client/Contact Management

Managing clients and other contacts is a core feature of law practice management software.

Task Management

Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.

Calendar

As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.

Timekeeping

Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.

Conflict Checking

An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.

Email Client

Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))

Text Messaging

Can you send and receive text messages and associate them with your matters?

Document Management

Basic document management allows you to add documents and associate them with your cases/matters.

Document Assembly

Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.

Secure Client Portal

Basic Bookkeeping

This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.

Trust Accounting

This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.

Full Accounting

Some software includes full double-entry accounting features, making additional accounting software unnecessary.

Billing & Invoicing

Does the software allow you to send bills or invoices?

Online Payments

Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.

Open API

Compare Clio Manage Similar Products

Select another product to compare:

Clio Manage

4.5/5

Clio Logo
Pros
  • Cloud-based
  • Integrations
  • Customizability
Cons
  • Basic Task Management
  • Basic Templates
  • Add-ons Needed

CosmoLex

4.1/5

cosmolex logo
Pros
  • Advanced Trust Accounting
  • Timekeeping & Billing
  • True All-in-one
Cons
  • Lack of Integrations
  • Limited Intake
  • Complex Initial Set-up

Rocket Matter

4.3/5

Rocket Matter Logo
Pros
  • Integrations
  • Client Portal
  • Project Management
Cons
  • Limited Intake
  • Simple Document Management
  • Basic Templates

PracticePanther

4.6/5

practicepanther logo
Pros
  • Cloud-based
  • Intake
  • Customizability
Cons
  • No Client Portal
  • Simple Document Management
  • Basic Templates

Zola Suite

4.6/5

Zola Suite Logo
Pros
  • True All-in-one
  • Strong Task Management
  • Document Management
Cons
  • Lack of Integrations
  • Expensive
  • Not for Solos

MyCase

4.8/5

mycase logo
Pros
  • Cloud-based
  • Strong Task Management
  • Client Portal
Cons
  • Lack of Integrations
  • Limited Intake
  • Simple Document Management

Clio Manage Community Reviews

4.2

Based on 19 Reviews

10
6
1
1
1
Write a Review

Leave a Review

jordan

5/5

“A great product and an even better team behind it”

February 1, 2018 2:41 PM

Your firm needs cloud based practice management software and Clio is the best option. It is not perfect, but it is really good and more importantly, they have an incredible team that goes above and beyond to keep improving. Think of Clio as the background database of your practice. All of the information for every single case you work on can be stored easily in Clio's system. I have a case load of around 100 cases and I refer to Clio as my memory. Everything I need to know about a case gets put into Clio so that I don't have to worry about storing information in my head (and Clio's search feature is much better than my own memory recall). No matter how you bill, what types of legal problems solve, or what types of clients you serve, Clio can be used to fit your workflow. And if you can't do it with Clio, there's probably an ad on that will sync to Clio. Probably the best thing about Clio is that they have opened up their program so that other tech experts can build tools that sync with Clio (like accounting and time tracking software). This has enabled our office to automate a wide variety of tasks including calendaring, task assignment, and document creation. And it really speaks to the core value of Clio that makes it so remarkable. Clio is here to serve their customers. They seek out customers to observe and learn how their product can be improved, then they take those lessons and implement them as quickly as they can. If you have any doubts about how responsive their team is tweet a question to @goclio and see how quickly you get a response. In short, my clients love Clio, and I wouldn't be able to practice at the level I do or with the enjoyment I do without Clio.

CaDVLawyer

1/5

“New Clio is Deeply Flawed”

February 6, 2018 2:25 PM

My small California family law firm has been happily using Clio for about 6 years. However, with the new Clio updates it takes at least 10 times longer to generate a bill as it did under the original Clio. When we generate hundreds of bills each month, it is not a time cost we are willing to absorb. We've contacted Clio about the problem but they have been non-responsive. We are regrettably now shopping for new practice management software.

gmclawsen

5/5

“The only law practice management *platform*”

February 7, 2018 2:08 AM

Clio is the only true law practice management platform. What does that mean? The fantastic team at Clio made a critically important decision early on. Their product does not try to be all things to all lawyers. Instead of doing a million things - and invariably doing them only okay - Clio sticks to a core set of features, and does them very well. Then, rather than doing peripheral features within the application, Clio offers an open API. This allows any other application to "plug in" to Clio. So if you are a bankruptcy or immigration attorney, there are apps available to re-tool Clio for your specific practice needs. That brilliant approach means that Clio can focus on doing a best-in-class job at it's core features, while letting users eat their cake too by strapping on additional applications. The New Clio, rolled our earlier this year, is phenomenally fast. I fully agree with my friend, Jordan (his review is above) that Clio's support is outstanding. Any lawyer who uses Clio's support as an excuse for (e.g.) not being able to generate bills is just masking his/her own incompetence. This application is so easy to use that it's hard to imagine how you could screw it up. Highly recommended.

ldisalvo

4/5

“Clio- not perfect, but I like it”

February 23, 2018 1:33 PM

We moved our firm to Clio in about 2015 and have been using it ever since. It's definitely not perfect, but for timekeeping, the client portal, and the LawPay integration it's fantastic. Bills are clunky to generate, but once you get the hang of the process you can get pretty quick. Contacts management is possible the worst part; it does not handle multiple clients for the same matter well at all, it does NOT sync well with Google Contacts, and we have had an almost impossible time getting all of the fields we want into the contacts. Also, the program is NOT cheap, and it seems like we should get a lot more reporting capabilities than we do at our pricing level. BUT, those things being said, we still like it and I still think it was a better decision overall than any of the other practice management solutions we looked at.

Michael H.

5/5

“Great software”

February 23, 2018 1:38 PM

Clio is wonderful! Great for working across platforms. Always improving and adjusting to make a better experience for clients and law firm staff alike.

JRRamsland

4/5

“It's getting there.”

February 23, 2018 2:31 PM

For much of what it needs to do, Clio is satisfactory but not exemplary. Some recent issues have really been bothering me. Particularly, our firm is now having files that are / were at one point clearly associated with clients and matters not show up in that client's or matter's documents tab. Big problem! They're still floating out there because there's a goofball workaround to still locate them in most cases, but the software has not been working right for WEEKS. Meanwhile, I reach out to Clio and all I get from them is "we're looking into it." The Office 365 Plug-In is a welcome addition, but needs to be more fully featured. Click-to-File is still superior by a decent margin. The mobile app is pretty crashy if you're a firm with many people or a firm with a long history of files. Nearly useless for a 13 attorney firm with a few thousand open matters (including a partner who uses it for debt collection). Speaking of debt collection, there is just absolutely no good way to track debt collection practice in Clio. They pretty well led us to believe that there was a good way to work this, but there isn't. But time entry is good and it works. The up-time is very good. Very few outages in our experience.

REVIEWS (6 out of 19)

Frequently Asked Questions

Where can I use Clio Manage?

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.

What is the price of Clio Manage?

Clio Manage starts at $39/user/month, with $59/user/month, $99/user/month, and $125/user/month tiers that add integrations and functionalities.

Is Clio Manage secure?

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.

Does Clio Manage integrate with Microsoft 365?

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.

Does Clio Manage integrate with Google Workspace?

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.

Can Clio Manage handle my Trust Accounting?

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.

Can I accept online payments with Clio Manage?

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.

Does Clio Manage integrate with Zapier?

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.

Can I automate documents with Clio Manage?

Yes, your office can either use the built-in document automation, or integrate with industry leaders like Documate, Lawyaw, Knackly, Afterpattern, and Hotdocs.

Is Clio Manage compatible with both PC and Mac?

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.

Additional Details about Clio Manage

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.

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