Clio Manage Reviews & Product Details

I love that Clio Manage has been a game changer for my practice since subscribing, allowing me to structure my case management in a sustainable way. I appreciate the integration with Clio Pay, which has elicited great responses from my clients. Streamlining communication through one hub with the Gmail add-on and keeping track of communications is a feature I find really useful. The Zoom add-on is great for meeting setups and automatically generating links. I love the ability to accurately record billable time and expenses and to keep track of bills. I also find Clio Manage so beneficial that I've hosted Zooms with other attorneys to share my positive experiences. Review collected by and hosted on G2.com.

I need to dedicate more time to learn all the capabilities of the platform to better decide a downfall. I am aware I am not taking full advantage Review collected by and hosted on G2.com.

Clio is intuitive, logical, and constantly improving with new features. I liked that there was an easy learning curve and that the software is ready to go immediately with very little setup required. The integrated billing and payments are a huge time saver. Clio does the work of multiple other solutions. It integrates well with Docketwise (which we need for immigration-specific tasks). It has very little downtime and the customer service is excellent, although the recent transfer to AI agents hasn't been ideal. Overall, it is an excellent value for the price. Review collected by and hosted on G2.com.

Clio used to have excellent human customer service, and they have recently transferred to AI chat which just isn't as helpful. You can still get to a human, it just takes longer. Review collected by and hosted on G2.com.

I use Clio Manage for billing, reconciliations, scheduling, and both internal and external messaging in our accounting office. It really helps us by improving communication, document collection, and organization while simplifying and streamlining billing and invoicing. I really like Clio Payments, the client portal, and internal communications features. The client portal makes it very easy to communicate with clients, and Clio Payments ensures billing accuracy and timeliness while providing strong record keeping. Review collected by and hosted on G2.com.

I find it frustrating that you can't mark both internal and external messages as unread. We've had trouble with processing refunds and connecting them with QBO, even after six months. The billing process could be more streamlined; having to go into each bill to charge a card and then send a receipt is a hassle since Clio doesn't have a proper receipt feature, only an invoice. It's confusing that payments still show as unpaid until they've cleared, even when a credit card has been charged. If other businesses can issue a receipt before payment clears, we should be able to do the same and see which payments have been authorized. Review collected by and hosted on G2.com.

The UI is simple, organized and clean. Integrations, such as payments, are smooth. Performance would earn an A-, with the only downside being the comparably long upload time for large files. ROI = satisfactory. Haven't yet spoken with customer support , but have heard they are quick and efficient. No experience with the AI yet. Clio for co-counsel is a very nifty feature and makes sharing files extremely easy. Review collected by and hosted on G2.com.

a) the slow upload speed for larger files; b) if you could double-click or click an edit icon next to each aspect of a matter that would help out with efficiency; c) the short period allowed to clients to set up their client portal from the e-mail once a folder is shared; d) unable to organize matters by special categories even though the data are uniform dates Review collected by and hosted on G2.com.

I love how organized it is, and I really appreciate that it cut our billing time down from a whole day to barely two hours. It’s been a great resource for us, especially because the search works so well. I also love that I can integrate it with Outlook. The price isn’t too crazy expensive, and their support team is super responsive whenever we need help. Review collected by and hosted on G2.com.

You can’t save multiple emails in one go without it automatically billing for each email (and if there’s a way around that, please tell me!). Also, your reports aren’t our favorite, but they work well enough for what we need. Review collected by and hosted on G2.com.

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.