Clio Manage Reviews & Product Details

I can fully manage my legal practice and legal cases within Clio Manage. As a Senior Marketing Manager, I keep everything in order by managing Fkilps’ operator agreements, insurance claims and marketing partnership disputes. All documentation is stored securely, invoices are created accurately and managed through legal billing. Contracts and release forms are created using legal document drafting and client and partner information is stored in detail using the legal CRM features which can then be used for marketing segmentation and follow up. Everything can be completed including e-filing and using the AI Legal Operating System to get fast insights into my data. This ensures I am doing the right legal work to ensure our leisure and tourism offerings are compliant and marketable. Review collected by and hosted on G2.com.

There are occasionally delays when syncing between modules and limited options for bulk actions. Review collected by and hosted on G2.com.

The drag-and-drop interface saves me hours every week. integrations with our phone system and email and calendar integrations has made a massive difference to our workflow Review collected by and hosted on G2.com.

My biggest frustration is how rigid the dashboard and reporting are. The dashboard gives a good snapshot of billing and financial metrics, but it’s hard to customize, and I can’t easily pull the specific views I need to manage matters day to day. For anything beyond the defaults, I have to build a custom report or export the data, which takes extra time.

Navigation is the second issue. There are a lot of menus and settings, and it took me a while to learn where everything lives, especially around billing and matter setup. The upcoming interface redesign should help, but it will also mean relearning some workflows.

Finally, some of the most useful features, like Clio Grow and Clio Draft, are separate add-ons with their own pricing, so the true cost is higher than the base plan suggests.

Overall these are minor trade-offs for a solid platform, but they’re what I notice most Review collected by and hosted on G2.com.

I use Clio Manage for Legal Billing & Legal Case Management features. Within these modules, I am able to pull out structured data easily using the API. I mainly use this platform to pull data on billable hours, expenses and case timelines to build reports within the business. Clio is very logical and this means I do not have to clean messy data. Instead I can spend my time creating predictive models to help improve the profitability of the firm. The relational aspect of clients to matters and invoices makes it easy to create schemas around the database. Review collected by and hosted on G2.com.

Sometimes the rate limits on the API can cause issues if I need to pull a lot of historical data. Review collected by and hosted on G2.com.

Instant data refresh, even when a matter is open by multiple users, and the ability to export only selected columns when a quick export is needed. I also like the Tags, Custom Fields, and Custom Field Sets, along with the customizable user permissions. Pricing and tech support are not among its strengths. AI capabilities are limited in Manage without other Clio add ons. Review collected by and hosted on G2.com.

Inability to limit data validation as much as other CRMs. Personal dashboard is not applicable to certain types of users and does not represent productivity for different types of roles. The price per user per platform make Clio, in general, an expensive overhead cost to the firm. Reporting tools are not great, with many data tables not available for exporting, making some data transformation for specific purposes very difficult and time consuming. Review collected by and hosted on G2.com.

Where do I even begin? From tracking time and expenses, communicating with clients, and obtaining electronic signatures, to processing payments with ease, customizing features, taking advantage of numerous integrations, and syncing calendars across the entire firm—Clio handles it all. The reporting tools and trust account management are also incredibly helpful. I honestly can't recall how we managed all these tasks before we started using Clio, but I do remember it was far from streamlined, took up a lot of time, and required juggling multiple platforms and programs. Review collected by and hosted on G2.com.

There isn’t much to complain about, but I would like to see a solution for sending multiple invoices to a single billing contact (not the client). For example, an adjuster may handle their own billing but want all of their claims/matter invoices bundled into one email. Also, the recent changes to the search function have made searching a bit slower. Lastly, I’m still waiting on a feature to link matters as companions and eliminate the need for duplicate data entry. Review collected by and hosted on G2.com.

Clio has been an integral part of Gilston Legal’s growth and success. As a growing law firm, having a reliable, comprehensive practice management platform is essential, and Clio consistently delivers. From case management and billing to client communication and workflow automation, Clio helps our team operate more efficiently while maintaining a high standard of client service.

At Gilston Legal, Clio has helped us centralize client information, organize case files, streamline time tracking and billing, and establish more consistent workflows. Having case details, deadlines, documents, and communications accessible in one platform reduces administrative friction and helps our team stay organized and responsive. These improvements allow us to manage a growing caseload more effectively without sacrificing the personalized attention our clients deserve.

What I appreciate most is Clio’s commitment to innovation and its continued investment in technology that makes practicing law easier. Its automation and reporting capabilities give us better visibility into our operations, support more informed business decisions, and create opportunities to improve productivity as we grow.

Clio is more than just software; it’s a valuable partner in helping Gilston Legal build a more efficient, scalable, and client-focused law practice. Review collected by and hosted on G2.com.

There’s not much to dislike. Clio Manage is a pillar of our law firm’s operations. Review collected by and hosted on G2.com.

Legal CRM is an essential part of my role as a CMO. We use Clio Manage to easily see the engagement of potential clients and move them into their own file. This lets us see clearly how our clients are progressing through their journey. We can create intake forms and use it to help ensure our messaging matches what they actually need from us. It is a great tool to manage our relationship growth with clients from day one. Review collected by and hosted on G2.com.

Customization of our dashboard is a little limited. I would like to be able to create more marketing focused visual widgets on our homepage. Review collected by and hosted on G2.com.

Clio Manage is a great place for all members of a law firm to manage cases centrally. The ability to communicate directly with clients through Clio is helpful, as it means you do not have to search through individual emails. Central document storage is also helpful. It integrates with QuickBooks Online. Review collected by and hosted on G2.com.

The reports available in Clio Manage are not as user-friendly as I would like. Adding payments to an account and recording payments against an invoice takes a lot of time and could be streamlined. Clio Drive has serious limitations, and the new document handling in the Clio Desktop app is not very user-friendly. Review collected by and hosted on G2.com.

I manage marketing at Quickli and so I’m into lots of partnership agreements and compliance documentation. Clio Manage makes it easy for me to create templates for standard NDAs and partnerships using the Legal Document Drafting and Legal CRM. All marketing legal workflows are done on the platform. I can track whether our advertising compliance have been reviewed or if we’ve been billed for a particular marketing vendor. It’s a purely tool for getting our documents approved in one place to avoid any delays. Review collected by and hosted on G2.com.

The reporting dashboards aren’t really designed with the marketer in mind. I need to export into excel. Review collected by and hosted on G2.com.

Integration of the Legal CRM and Legal Billing features are great. I use the CRM to track leads from the web, where they came from and what engagement has been had. It is integrated with the billing system meaning that I can clearly see how much each client is really worth in terms of their lifetime value from particular digital campaigns. Meaning that I can change the marketing budget accordingly. Review collected by and hosted on G2.com.

The Reporting dashboards can be quite limited. I would like to see more marketing oriented templates. Review collected by and hosted on G2.com.