Clio Manage Reviews & Product Details

I love that everything exists all in one platform. I can communicate with clients through text and email, and also set up a chat function where they can more easily share documents with me. I also find it super easy to store my client materials with easy cloud access from any device. I love the all-in-one model - I don't have to keep track of several softwares, just Clio. Review collected by and hosted on G2.com.

I wish I could connect more than one calendar to Clio Manage. I can only connect the calendar account that associated with the gmail I used to set up my Clio account, but I have several calendars that I manage across my business, but also across my volunteer organizations. It's hard for folks to schedule meetings with me through Clio Manage because if I forget to copy an event into my consulting gmail, my Clio scheduler will show I'm av available when I'm really not. It would be nice to be able to sync multiple calendars into Clio Manage to save me some time. Review collected by and hosted on G2.com.

Clio Manage offers everything all in one place! From our calendar to our contacts and everything in between there is no better system I have used. The ease of learning and using is unheard of! It offers a number of ways to do the same task making it easy for every type of learner to understand! It integrates fantastically with other programs like Microsoft Word of Adobe for PDFs. I love that I can literally just drag and drop items in. I can add time to be billed with one click once a document is placed in the file. Review collected by and hosted on G2.com.

I do not like that when adding a related contact to a matter, if that contact is not already in the system you have to add later. I wish that you could just click "add contact" and it could reroute you temporarily. Sometimes I do not remember to add the new contacts before creating the matter and have to go back in. Review collected by and hosted on G2.com.

I enjoy being able to look at the progress of a file, and the ability to see almost all the information that I need on their dashboard Review collected by and hosted on G2.com.

I wish that for clients that are existing clients that we had a way to send them intake forms through Clio Manage as well as Grow. We have some clients who are returning that have not had a recent relationship with anyone in our office, which already has a client file but we cannot send them an intake form like Grow does without adding them to grow, or adding the option to add not just an existing contact and being able to add their "Current" file to Grow would be beneficial. Review collected by and hosted on G2.com.

I appreciate the extensive features that Clio Manage offers, which are incredibly useful for our firm. Their customer support was invaluable during the setup, providing guidance through a challenging migration process. I love how Clio Manage streamlines our billing process and simplifies collections, and the robust data capabilities help us in making informed decisions. I find the ease of creating matters and storing client information a highlight, and the billing process is impressively smooth. Review collected by and hosted on G2.com.

I found the initial setup of Clio Manage to be a bit challenging. Migrating all our information to the new system took quite some time, and some of our data got corrupted during the process or didn't come through at all. Additionally, I think the onboarding and training could be improved. It would have been beneficial to have a smoother start when we first began with Clio. Review collected by and hosted on G2.com.

Good UX overall. The UI is easy to learn and navigate, and the flexible, customizable features are helpful. The billing features are also fairly easy to use. I especially like that there are a lot of different options for generating matter/billing reports. Review collected by and hosted on G2.com.

Fixing billing issues can be a bit cumbersome. Despite the flexibility of reports, they're still not perfect and sometimes omit matters/clients that should show up on the report (e.g. pro bono matters). Integration with Clio Grow is a little clunky, as the contacts/matters have slightly different fields. Review collected by and hosted on G2.com.

What I like best about Clio Manage is that it brings all of the core functions of a law practice into one organized platform. It allows our team to manage matters, documents, tasks, time entries, billing, and client communication in one place instead of juggling multiple systems. Having everything connected to the matter file makes it much easier to track the status of a case and quickly locate documents, emails, or notes when they are needed.

Another feature I appreciate is the automation and workflow tools. Task lists, calendar integration, and automated reminders help ensure that deadlines and follow-ups do not get missed. This is especially helpful for managing high-volume work like real estate closings or litigation matters where many small tasks must be completed in the correct order.

Finally, the cloud-based access is extremely valuable. Because Clio Manage is accessible from anywhere, our team can review files, update tasks, or communicate with clients whether we are in the office or working remotely. That flexibility makes it easier to keep matters moving forward without being tied to a single workstation. Review collected by and hosted on G2.com.

One thing I dislike about Clio Manage is that some workflows require more manual steps than they should. For example, certain tasks like organizing documents, updating matter details, or managing billing entries can involve navigating through multiple screens instead of being handled in a single streamlined process. This can slow things down when managing a high volume of matters.

Another drawback is that customization can be somewhat limited. While Clio offers useful features like task lists, document folders, and matter templates, it can be difficult to tailor workflows exactly to a firm’s specific processes. For firms with specialized practice areas or detailed internal procedures, it sometimes requires workarounds to get the system to function the way you want.

I also find that reporting and data exports could be more robust. While basic reports are available, pulling detailed operational or financial data often requires exporting information and manipulating it outside of the platform. More advanced built-in reporting tools would make it easier to analyze firm performance directly within the system. Review collected by and hosted on G2.com.

I find Clio Manage very helpful for keeping my law practice organized, especially since it maintains a continuous list of contacts, which is convenient when a client calls. It's great that with just a click on the client's name, I can open a new case file. It tracks all my documents in an organized format, and I can easily send trust requests, and keep track of my time and expenses on each case. I'm very happy with Clio Manage and can't imagine my solo practice surviving without it. The integration with Proof is seamless, allowing me to enter details and attach documents directly in Clio Manage. Proof can communicate with me directly with service of process updates. The initial setup was reasonably easy, with the help of customer service. Review collected by and hosted on G2.com.

I cannot think of anything. Review collected by and hosted on G2.com.

As a Billing Manager, Clio Manage has been a strong asset to our firm’s daily operations. The billing functionality is straightforward and easy to navigate, which makes generating invoices and tracking payments efficient and reliable.

Time entry is especially well-designed, simple, intuitive, and quick for staff to use consistently, which helps ensure accuracy in our billing. I also appreciate how easy it is to locate documents within the system; everything is organized in a way that saves time and reduces frustration.

Overall, Clio Manage streamlines key administrative and billing processes, making it a dependable tool for legal practice management. Review collected by and hosted on G2.com.

One limitation I’ve encountered with Clio Manage is the lack of in-line editing. Having to open separate windows or navigate away to make small changes can slow down workflow, especially when reviewing or adjusting multiple time entries or billing items. Streamlining this with in-line editing would make the platform even more efficient and user-friendly. Review collected by and hosted on G2.com.

Clio Manage is a reliable and easy to use platform for running my firm. As a solo practitioner, I use Clio to centralize the majority of the work I do, including creating and maintaining client matters, timekeeping, billing, and document management. It helps organize everything to allow work to get done more efficiently. Prior to implementing Clio Manage, I had files stored in Google Workspace, manually recorded communications, billing and accounting in a separate platform, etc. The system is intuitive enough for daily use while still offering sufficient depth for more complex workflows. Review collected by and hosted on G2.com.

I have found there to be customization constraints, which would be expected in all platforms/software tools. I also wish it integrated with Google Voice and other phone/messaging apps to track and bill time for calls/messages sent and received. Review collected by and hosted on G2.com.

The most helpful aspect of Clio Manage is its user-friendly and well-organized platform. Navigating the various dashboards and tabs is intuitive, allowing users to move through the system with ease and confidence. Clio also provides the flexibility to customize each matter to suit your specific needs. I would highly recommend Clio to anyone in the legal field seeking a system they can rely on and grow with over time. Review collected by and hosted on G2.com.

There aren’t many downfalls to Clio Manage, but one issue I’ve run into a couple of times is that I can’t link email responses from correspondence that happens outside of our office into the Correspondence tab, even when the sender CCs the maildrop email address. Review collected by and hosted on G2.com.