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

Craig J.

2/5

“Flawed”

January 5, 2020 10:00 AM

If your practice relies to any extent on merging documents from case-management templates, make sure you understand Clio’s limitations before committing to this software. We recently attempted to transition to Clio and discovered that the way that this software is structured makes it impossible to adapt it to our needs. We are a high-volume practice, which means that we rely heavily on document templates to get things done. In particular, we make a ton of medical records requests and have clients who may have a dozen different medical providers. Clio, in its current iteration, makes it impossible to generate these requests efficiently. The root of the problem is that the software only allows you to generate templates based on “matter” fields. It does not allow templates to be created based on “contact” fields. The result is that you essentially have to create a unique matter field and unique template for each contact in order to generate letters to the contact. This is more cumbersome than writing each letter from scratch. Or you have to generate a template and cut and paste all the relevant contact information into it, which defeats the purpose of merge templates. If you only write to "clients" or "opposing attorneys" or "adjusters" or some other entity to which it is easy to give a unique matter designation, then maybe Clio would be adequate, but that is not the case for us. Clio does not even seem to understand the nature of the problem. Multiple people told us that document generation could do what we needed it to, but no one was ever able to show us how. Each demonstration ended in futility.

mark g.

3/5

“Good To Start With”

June 27, 2019 11:48 AM

Clio has been key in us growing from a two attorney operation to a now 6 attorney firm. It is simple to setup and get started. Also, for small teams the pricing is great. However, for the more robust features Clio can be pretty expensive for teams of 10 or more. In addition the reporting and mobile app are not great for management and owners. We do plan on switching to a more robust platform in the next year or so. Great to start with. Can be a pricey headache for advanced management.

Thoyhtya .

5/5

“Awesome Program!”

March 23, 2018 3:00 PM

I'm the Office Manager/Bookkeeper for our firm and we love Clio! We've used it for about 3 years now and we are always finding new ways that the program can help our practice! I especially like how streamlined everything is and how easy it is to search all of the information contained in the program. Often times we would lose track of where something is saved in our old system and searches were not very complex - in Clio you don't really need to know where to look - just type the contact name, document name, etc. in the search bar and instantly you are provided with results of every place that information is located or mentioned. I also, as the bookkeeper, appreciate the sync between Clio and Quickbooks Online - all of our payments entered into Clio automatically sync to QBO and all I have to do is create the deposit - no double entries! Big time-saver!

Dunmirejb .

5/5

“Love Clio”

March 9, 2018 2:37 PM

I’m the Office manager/paralegal for the attorney I work for and I absolutely love it. It is a great way to keep your cases organized and it can do so much!

Cindi S.

5/5

“Clio has changed my practice”

March 9, 2018 12:08 PM

I've been using Clio for about 6 years. It has, without a doubt, changed ny practice in a positive way. It helps me stay organized. My billing process is many times faster and more efficient than it was with the previous system that I used. I get paid faster. I keep better track of my billable hours (thanks to their easy to use mobile app). I also have a better handle on the productivity stats and other information that is important to my practice, thanks to their dashboard and reports. I love Clio!

forrest .

5/5

“Good all around practice management software”

March 7, 2018 10:42 PM

I've been a Clio customer since 2012. I find it especially helpful for time-tracking, billing, secure document sharing, and minimal document automation. I'd estimate it saves me dozens of hours of administrative work every month, and I'm not even using it at its full potential, given all the third-party software integrations the Clio team has made available.

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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