--- title: Clio Manage Reviews meta_title: 'Clio Manage Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 997 reviews by the users' company size, role or industry to find out how Clio Manage works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 997 scale: '5' date_modified: '2026-07-13' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # Clio Manage Reviews **Vendor:** Clio **Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 997 ## About Clio Manage Ranked #1, Clio is the leading legal practice management software with built-in AI capabilities and the most 5-star reviews. Proudly used by 150,000+ lawyers from mid-sized, small & solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Access and manage your work in one central system - with matters, contacts, billing, and everything you need in one place. Learn more at www.clio.com ## Clio Manage Pros & Cons **What users like:** - Users find Clio Manage to be **extremely user-friendly** , allowing easy navigation and efficient access to vital information. (138 reviews) - Users value the **efficiency** of Clio Manage, praising its centralized access to vital case information that saves time. (73 reviews) - Users find Clio Manage’s **intuitive interface** easy to use, enhancing productivity and client communication efficiency. (62 reviews) - Users appreciate the **remarkable billing system** of Clio Manage, facilitating quick payments and reducing bookkeeping efforts. (57 reviews) - Users appreciate the **organized structure** of Clio Manage, enabling streamlined access to information and improved task management. (57 reviews) - Users value the **centralized document management** in Clio Manage, making case information easily accessible and organized. (56 reviews) - Centralized Management (55 reviews) - Users find the **intuitive interface and seamless integrations** of Clio Manage enhance their firm's operational efficiency. (52 reviews) - Integrations (51 reviews) - Centralization (46 reviews) **What users dislike:** - Users find the **missing text messaging capabilities** in Clio Manage limits effective communication with clients preferring this method. (60 reviews) - Users find the **rigid payment request system** of Clio Manage limiting, hindering necessary adjustments after payments are made. (33 reviews) - Users are frustrated by **billing issues** in Clio Manage, including limited options and rigid payment modifications. (28 reviews) - Users are frustrated by the **lack of customization** , wishing for more personalized options in Clio Manage. (23 reviews) - Users express frustration over the **lack of bulk editing** , which complicates document management for large law firms. (22 reviews) - Limited Customization (20 reviews) - Expensive (18 reviews) - Users express frustration with **integration issues** , wishing for a more seamless connection between Clio Manage and Clio Grow. (17 reviews) - Learning Curve (17 reviews) - Not User-Friendly (16 reviews) ## Clio Manage Reviews ### 1. Clio - A Multi-Million Dollar Right Decision **Rating:** 5.0/5.0 stars **Reviewed by:** Brian K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2023 **What do you like best about Clio Manage?** I could not operate King Law Offices without Clio. We turned our entire operation over to Clio beginning in January 2019, and have not looked back. For me, Clio's best feature is the way I can see the entire operation of our firm, 55 attorneys across 20 locations, in one screen. I know the health of my firm, and can anticipate my next actions just by analyzing the information provided by Clio in one screen. **What do you dislike about Clio Manage?** Clio is a bit of a victim of our success. I would love an interactive display for non-attorney/non-billable members that focused on client acquisition and calendars. A project management side. **What problems is Clio Manage solving and how is that benefiting you?** Accounting issues - We send 5500 bills each WEEK, so it takes an automated system that cleanly directs bills to clients. Human Resources -- With 55 attorneys and 120 total staff, I need to know who is getting things done and who is struggling out there. Clio makes that easy. ### 2. Been enjoyable and user-friendly--great organizational setup. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Clio Manage?** Good system of organizing the data. You guys keep improving periodically. The export matters report is good because you can manipulate the majority of the data there and identify information quickly. **What do you dislike about Clio Manage?** YOU NEED SOMETHING TO SHARE WITH COLLABORATORS. YOU WILL CHANGE THE GAME IF YOU FIGURE THIS OUT. YOU MAY BE UNDERESTIMATING HOW MUCH EVERY SINGLE VOLUME BASED LAW FIRM NEEDS THIS. Just need a simple way to send filtered data to collaborators such as vendors or referral sources that require status updates on client's cases because they have an interest on the outcome of the matter. Another BIG PROBLEM I see that I would love for you to fix is that you can not import data and affect existing data. For example, I am dealing with hundreds of files simultaneously. So I would love to be able to do more bulk actions. Ideally, i can downloand to excel, and then import changes backs into Clio. Another example, take 1000 files from a client, and the client tells me 175 of them now have a new status. I would like to note that in Clio in fast way. Currently, going one by one is too long. An excel import would be ideal. **What problems is Clio Manage solving and how is that benefiting you?** Great job invoicing. All works great and does what is expected like when editing the invoice. However, Clio would be really improved if you handled the multiple payments on contingency and flat fee cases better. When Clio has an outstanding A/R on a case, it makes it too difficult to make a new invoice reflecting only the new amount. (I am referring to the sumary of charges field from the billing template.) I want to be able to track multiple contingency awards through the case. We also need a proper final closing statement form. The forms you have are only for regular invoicing by the hour. When a case is contingeny in Florida, you need to show the award amount and deducting the fee and expenses with a signature line for the client. Lastly, we need to be able to track vendor payables. Each contact card for a vendor should have a tab for that vendors outstanding invoices. ### 3. Couldn’t live without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Aimee L. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2023 **What do you like best about Clio Manage?** Clio is a one-stop shop for legal intake, case management, and billing. It's intuitive, easy to use, and has great customer support and integrations. **What do you dislike about Clio Manage?** The only downside is that better, more customizable, reporting options would be nice, but upgrades are always happening, so I'm sure it's just a matter of time. **What problems is Clio Manage solving and how is that benefiting you?** Clio has streamlined our systems and I creaed efficiency and profitability for the firm. ### 4. Clio has been central to my law firm for years! **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2023 **What do you like best about Clio Manage?** Clio helps me to be more efficient and effective by centralizing many aspects of my firm operations. From intake to invoicing, Clio helps me stay on track and grow my practice. **What do you dislike about Clio Manage?** Clio is best suited for lawyers who are familiar with cloud-based systems. There is no software you need to download or install locally — it is used through your browser. **What problems is Clio Manage solving and how is that benefiting you?** Clio helps me to create reports that identify where and how I spend my time as a lawyer. This is useful as I try to become more targeted in my efforts, and gives me a monthly around-the-world on my work. ### 5. Ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2023 **What do you like best about Clio Manage?** The automatic reminders. Able to add cleints in quickly, does a search when adding a new client to make sure no duplicates are entered. **What do you dislike about Clio Manage?** Not able to compleate the task inside the task. Having multiple matters created when client fills out a form. **What problems is Clio Manage solving and how is that benefiting you?** Our firm uses Clio to keep track of clients, and documents. Send Invoices from clio, as well as process payments. ### 6. Quick, adaptable Clio experience makes for happy user! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Clio Manage?** Document automation, ability to organize as I see fit, easy to use, constant updates make for bigger and better product. **What do you dislike about Clio Manage?** Launcher has not been working, sometimes customer service not always available. **What problems is Clio Manage solving and how is that benefiting you?** As a user, it is helping me manage a larger case load, which allows me to have more capacity to tackle more cases and more complicated legal issues. ### 7. Clio makes entering time easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Clio Manage?** Easy to learn. Easy to use. Easy to search and find the information you need **What do you dislike about Clio Manage?** I do not like its document management function **What problems is Clio Manage solving and how is that benefiting you?** Entering time is a breeze. Saving billing narratives is easy, searching through narratives is easy, generating reports also easy ### 8. Easy startup for my new law firm, **Rating:** 5.0/5.0 stars **Reviewed by:** Chrystan C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2023 **What do you like best about Clio Manage?** Clio integrates well with essential applications without sacrificing client privacy. I can edit my word documents and maintain version control in the app, sharing document changes and updates with my clients. I can bill, and request clients enter billing methods in the matter. There are hundreds of integrations with signing tools and mailing that make doing my job as an attorney easier, and the administrative lift of managing a solo-law practice doable. **What do you dislike about Clio Manage?** The system is based on a clunky form system, it does not autosave as many web applications. It may take sometime to get it updated. The lead management system and the matter management system are separate, have separate billing and do not talk to each other, the Grow application speaks one way to Matter, but matter cannot speak to Grow, and templates are better managed in Grow. This makes data mining and prospecting for new business inside my client list much more difficult than if the systems spoke to each other. **What problems is Clio Manage solving and how is that benefiting you?** Clio software stems allow me to manage leads, matters and billing for my law practice. The system is easy to use making it easy to launch a new law practice, bill clients and complete the legal work. ### 9. Clio-Case Management **Rating:** 4.5/5.0 stars **Reviewed by:** Abigail M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Clio Manage?** Clio is a one stop shop that provides everything you need. You can review a case, send documents for signature, record time all on the same platform. Its wonderfl **What do you dislike about Clio Manage?** I wish the email feature for Apple Mail was better. It is extremely difficult to file bulk email exchanges. **What problems is Clio Manage solving and how is that benefiting you?** Clio is a central location to find all needed information regarding billing and case management. ### 10. Vital in launching my own practice **Rating:** 5.0/5.0 stars **Reviewed by:** Corey W. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Clio Manage?** Clio has allowed me to have a practice management system in place that allows me to address all aspects of my practice from client communication, docketing, billing, and document generation. This has allowed me to launch my own firm with a focus on client work as opposed to trying to manage all of these items which has increased both the quality of life and the legal work I do for my clients. **What do you dislike about Clio Manage?** Clio manages almost all of my practice but I do recommend for those that use it to strongly consider some of the partners clio has worked with. I specifically use Dial Pad for my phone system which integrates with Clio and Quickbooks for the accounting side. **What problems is Clio Manage solving and how is that benefiting you?** I have worked with many other software products in this area, most of which are substandard. Clio allows me to work remotely when required, combined several other products into one, and there onboarding process and support have been patient when I needed assistance. The integration with Quickbooks has made the record keeping for my regulator much easier. ### 11. Excellent Legal Management Software for Solo Practitioners! **Rating:** 5.0/5.0 stars **Reviewed by:** Mallory K. | Owner & Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Clio Manage?** My favorite aspect of Clio is that I can keep all of my client contact information, files, time, and billing all in one place. Clio especially makes it easy to invoice clients - on either a flat-fee or retainer basis - and provides an ethically compliant payment processor for attorneys to use. Clio provides e-signing services, too, which makes client onboarding a breeze. Clio also generates all sorts of reports to help balance your books and guage profitability. Overall, Clio makes running my solo law firm exceptionally easy and streamlined. **What do you dislike about Clio Manage?** While I don't dislike much about Clio, there are a few aspects that could use improvement. For instance, I wish you didn't have to upgrade your membership level to send additional documents for signing each month. Some months are heavier than others, and it'd be nice to have the option to get more signed documents each month without having to upgrade your entire membership up a level. **What problems is Clio Manage solving and how is that benefiting you?** The main problem that Clio solves for me is time tracking and billing. Clio has a great time tracking feature that captures all of your time spent on a particular matter. Then, at the end of the month, Clio lets you easily generate a bill to issue the client OR pay the bill from the client's outstanding retainer. I also love how easily it is for my clients to pay their bill online through Cio's online payment processing system. ### 12. best legal automation tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Clio Manage?** numerous interrogations, and is a use! The ability to run a client driven Law Firm creating a very streamlined practice is amazing **What do you dislike about Clio Manage?** I would like clio Grow and Clio manage to be fully connected. **What problems is Clio Manage solving and how is that benefiting you?** we are building a true low Bonow law, firm with a goal to bridge access to legal justice. Clio all allows us to automate and truly efficient. These efficiencies allow us to work with lower income individuals and still maintain a profit in our firm. ### 13. I use it all! **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Clio Manage?** Cleo comes out with new tools every year that replace all the other software systems that I need. Their support is great and we get every feature we want, even though we have to wait for some of them. The absolute most important software in our law firm. **What do you dislike about Clio Manage?** I wish the tasks were handled a little bit differently, so we could spawn tasks from complete a tasks. **What problems is Clio Manage solving and how is that benefiting you?** Cleo helps us get organized and to get paid faster. ### 14. Clio is user friendly and accessible on the go. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Clio Manage?** Clio is user-friendly and convenient for accessing important information and entering time on the go. **What do you dislike about Clio Manage?** Using the software for document management. **What problems is Clio Manage solving and how is that benefiting you?** None at the moment. ### 15. Very user friendly software that makes everything simpler **Rating:** 5.0/5.0 stars **Reviewed by:** Charles W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** Clio is very user friendly. Things seem to work intuitively. The app works seamlessly, and that is a big plus. **What do you dislike about Clio Manage?** I wish there were more reports. I also wish CLIO Drive operated more like Dropbox or OneDrive and was customizable. Ideally, one could set up the drive by referral source, then by client, then by matter for that client. **What problems is Clio Manage solving and how is that benefiting you?** Billing is much more streamlined than before. We were already using practice management software, so CLIO was just a better version of that. Our billing was a mess, and this software allows more people to get us through the porcess quicker. ### 16. I LOVE CLIO! **Rating:** 5.0/5.0 stars **Reviewed by:** Brandi M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2023 **What do you like best about Clio Manage?** Its so easy to use. I would recommend even to people who are not tech savvy. I love the lay out and its so easy to upload and search for your cases. Clio offers so many things that make your every day to day job easier. In my office we use Clio everyday. Its Web base or you can download the app. Overall i would give Clio a 10/10 for my review, as i love it so much! **What do you dislike about Clio Manage?** There is nothing i dislike about Clio. Its a great program. **What problems is Clio Manage solving and how is that benefiting you?** Its keeps our cases organized and keeps us on top of billing. ### 17. Clio Manage has made the running of my law practice smoother and more efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2023 **What do you like best about Clio Manage?** I love that I'm able to create matters that have deadlines to keep us on task. I also greatly appreciate the ability to send invoices and keep track of time and bills from the dashboard. We have integrated Lawyaw which has proven to be invaluable. I highly recommend this program to any law firm. **What do you dislike about Clio Manage?** The ability to accurately account for income by lawyer can be a bit complicated. **What problems is Clio Manage solving and how is that benefiting you?** Clio solves the problem of keeping track of bills per case. This makes it easier to maintain our accounting. ### 18. Clio is the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Saleem M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2023 **What do you like best about Clio Manage?** The best part about Clio is the wide variety of integration partners that extend and expand the usability and utility of Clio. Integration partners can offer their expertise in their given area, and Clio can leverage that expertise to more effectively use Clio. **What do you dislike about Clio Manage?** The only real downside is that the breadth and customizability of using integration partners makes it very difficult to switch providers. I know, it's not really a downside. **What problems is Clio Manage solving and how is that benefiting you?** Clio and its integration partners help me to more effciently capture time, while maintaining conflict and billing compliance. ### 19. Clio Rocks **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa G. | Board certified family law paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Clio Manage?** Love the tasks feature - Helps the team stay in control of tasks assigned. **What do you dislike about Clio Manage?** so far I haven't found anything I don't dislike about Clio **What problems is Clio Manage solving and how is that benefiting you?** Helps the team stay on top of tasks and updated on cases by click of a button. ### 20. New to Clio **Rating:** 4.0/5.0 stars **Reviewed by:** Matthew O. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2023 **What do you like best about Clio Manage?** The open API that allows us to find solutions for pain points. We have been able to levarage partners to get some great efficiencies and smooth out unique issues to our firm. **What do you dislike about Clio Manage?** The DMS could be a little more robust and Clio Drive needs major improvement. It crashed and hasn't come back once we added our discovery documents. **What problems is Clio Manage solving and how is that benefiting you?** Everything is all in one place, increasing efficiency and visibility. ### 21. Amazing Product, Amazing Company! **Rating:** 5.0/5.0 stars **Reviewed by:** Peggy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about Clio Manage?** Clio provides a streamlined way of effectively managing a client database, workflows, document automation and so much more. The platform is incredibly easy to use and cost effective. **What do you dislike about Clio Manage?** Nothing. I have never run into any issues with the Clio platform or support. **What problems is Clio Manage solving and how is that benefiting you?** Effective client database management and communication is the key to a successful practice. Clio provides a cost effective way of managing our client database with ease. ### 22. Clio is my new best friend **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Clio Manage?** Clio is easy to use. It takes the sting out of admin! **What do you dislike about Clio Manage?** I use two monitors in my office. Theyare portrait mode. CLIO does not automatically readjust to fit my screens. **What problems is Clio Manage solving and how is that benefiting you?** We use Clio for time and billing. It works. ### 23. Clio is an excellent website to use with all of your Legal Cases **Rating:** 5.0/5.0 stars **Reviewed by:** Mariah P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about Clio Manage?** Clio is an excellent tool to help your law firm organize all of your cases and to assign tasks, time and keep track of your associates and employees. I highly recommend Clio for all law firms, starting or established. With all of the add-ins that Clio offers, you can make it into whatever you would like. My favorite part of Clio is the easy billing, the text option, and the calendar being able to sync into Outlook. **What do you dislike about Clio Manage?** Clio can be overwhelming when first beginning. Training a new employee on how to navigate Clio takes quite a bit of time. I have been working in Clio for about six months now and still sometimes have to use the "help" button at the bottom right and speak with a Clio representative for help. However, the chat option is beneficial; the representatives are always very kind and explain what to do well. **What problems is Clio Manage solving and how is that benefiting you?** Clio has been adding free options to assist their users. They are constantly thinking of ways to improve their site, which is very helpful. They also send notifications on any updates they have made and attach the article for you to read. ### 24. Great fit for our firm **Rating:** 5.0/5.0 stars **Reviewed by:** Grace M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2023 **What do you like best about Clio Manage?** Clio has really helped to streamline workflow and client intake at our firm. We are able to utilize Clio Grow to track leads through the entirety of the intake process and then seamlessly transition them into Clio Manage once they convert to clients. From there, we can assign matters to attorneys, track work, and collect payments. The whole system has helped our firm become more efficient. **What do you dislike about Clio Manage?** The only downside with Clio is that there are some missing features. For example, many of our firm's matters involve multiple clients, but currently, you can only name one client per matter. However, the development team at Clio always listens to our feedback and has successfully implemented improvements multiple times. **What problems is Clio Manage solving and how is that benefiting you?** Clio helps our firm track clients through the intake process, create calendar appointments and reminders, store important client information, track work in progress and case notes, and streamline workflow between multiple attorneys. ### 25. Clio is worth every penny! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2023 **What do you like best about Clio Manage?** I appreciate the fact that Clio is continuously getting feedback from users and making improvements to the software. I have been able to reduce my credit card transaction fees by using Clio. I also am excited to try the new "Stages" feature that Clio introduced recently. Being able to track and streamline the stages our matters are in will greatly help with efficiency within my firm. **What do you dislike about Clio Manage?** I would like to see Clio move to combine Clio Grow and Clio Manage into one login. I think that the initial documents (intake forms & fee agreements) could be incorporated into Clio Manage. That would also help cut some of the cost by eliminating the need to subscribe to both Clio Grow and Clio Manage. **What problems is Clio Manage solving and how is that benefiting you?** Clio introduced "Stages" to help improve efficiency and tracking with our matters. ### 26. GREAT SYSTEM AND GREAT VALUE. CLIO HAS BEEN WORTH THOUSANDS OF DOLLARS TO MY PRACTICE **Rating:** 5.0/5.0 stars **Reviewed by:** James O. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2023 **What do you like best about Clio Manage?** Full feature set at a fixed monthly cost. Flexibility in upgrades and no long term contract committment. **What do you dislike about Clio Manage?** I wish it had more robust report writing features (or maybe they do and I just need to study a little more.) **What problems is Clio Manage solving and how is that benefiting you?** I am a solo law-firm and clio improves my ability to be responsive to cllient needs in a timely and cost effective manner. Its worth the price just for the billing capabilities but I use it for calendaring, secure client communications and document automation, and much much more. ### 27. A Great and Expanding Resource **Rating:** 5.0/5.0 stars **Reviewed by:** Mazyar M. H. | President, Law Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2023 **What do you like best about Clio Manage?** Clio is built to be the hub of a practice ecosystem incorporating best-of-breed software: everything from marketing to document automation to discovery and document management. **What do you dislike about Clio Manage?** Clio is still too static in its implimentation. Law practice is changing, and our resources need to be maleable to fit our style. To its credit, Clio is always evolving. **What problems is Clio Manage solving and how is that benefiting you?** Clio brings together elements that were once handled by multiple pieces of software (practice management, document management, billing, etc.). In that sense, Clio solves multiple problems. ### 28. The most efficient and friendly service! **Rating:** 5.0/5.0 stars **Reviewed by:** Gloria C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about Clio Manage?** I like that I have access to a staff with a click of a button! I love that I can see the queue and number of people ahead of me. **What do you dislike about Clio Manage?** I love everything about Clio! There is not one thing I dislike about it. **What problems is Clio Manage solving and how is that benefiting you?** Clio is solving all of the problems I normally would have to store and keep elsewhere. ### 29. Efficiency At It's Finest **Rating:** 5.0/5.0 stars **Reviewed by:** Heather H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Clio Manage?** I can organize the calendar for my lawyers so that they can quickly and easily check for availability and hotspots. Documents and tasks are accessible on the go! **What do you dislike about Clio Manage?** We often have to provide demographic data to the Law Society. I'd like to be able to choose from a drop-down to run reports that identify the type of criminal matters (sexual assault, assault, domestic violence, drug, impaired). I'd also like to be able to choose from a drop-down to run reports that collect data on the type of client (youth, Indigenous, English Second Language, etc). This would be extremely helpful for me. **What problems is Clio Manage solving and how is that benefiting you?** Organization, accurate calendaring, efficiency, moving and storing documents, paperless, noting files on the go, evening and weekend phone meetings, out-of-town appearances, client contact information is always up to date, etc. ### 30. Clio calendar is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Linda S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Clio Manage?** Changing from our previous calendar has saved us so much time and decreased our stress. We have so many scheduleing order that would take days to get the reminders and dlns on everyone’s calendar. Clio has been a life changer. **What do you dislike about Clio Manage?** I found today at Cliocon that I’m not using all the features so I’m not sure yet. **What problems is Clio Manage solving and how is that benefiting you?** Managing my cases. ### 31. Clio is far ahead of the game, and I recommend you purchase Clio! **Rating:** 5.0/5.0 stars **Reviewed by:** Yasha O. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about Clio Manage?** I love that Clio takes a "one-stop shop" approach by providing many product features. I am a solo practitioner, and I need one product to address all my needs. I have heard others complain about the pricing, and I must say that Clio is worth every penny for its products. **What do you dislike about Clio Manage?** My only complaint is that Clio Grow and Clio Manager are offered as separate products, which means a different login to each product and having to complete additional tasks when onboarding a client. I believe Clio will deliver a platform that merges Grow and Manager soon, so I will wait until it happens. **What problems is Clio Manage solving and how is that benefiting you?** Clio solves time management, payment collection, intake, and case management issues. I have saved so much time by automating my intake process. Clio workflows address handling the initial client call up to managing a client who has retained my office. ### 32. Good program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Clio Manage?** Easy search function and export features. **What do you dislike about Clio Manage?** It's not intuitive to fill in info from a company contact to an employee contact. **What problems is Clio Manage solving and how is that benefiting you?** So far anything we've requested has not been fixed. ### 33. Clio is an essential part of my solo practice **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2023 **What do you like best about Clio Manage?** The ease of client management; which includes but is not limited to cloud based document retention; the ability to share files with clients, automated text reminders for clients; and billing all in one easy to use application. **What do you dislike about Clio Manage?** If there is a down side, I have not found one in three years of use. **What problems is Clio Manage solving and how is that benefiting you?** I can access client files and am able to effectively communicate with clients from any location. Wheather it be from my computer, phone, or tablet. ### 34. Clio allows you to work remotely and immediately **Rating:** 4.5/5.0 stars **Reviewed by:** Emily M. | Digital Marketing Strategy Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** June 15, 2023 **What do you like best about Clio Manage?** Clio's coincidence with One Drive makes it much simpler to have access to a book when working from home, at a client's premises or in another remote area. Makes it possible for us to observe the actions of each and everyone in the company. Useful in researching how part of it was modified or added/removed. At this moment, besides having a firm foundation, my issue has become more helpful and has a greater dynamism. All employees have access to the contact information database anytime, anywhere. It is possible to determine immediately if there are problems, even when we are off-site. We have the to-do lists, it is possible to assign tasks, send an email and receive a notification when a task is completed. In addition, we control the agenda per day so that we can quickly see what everyone is working on. **What do you dislike about Clio Manage?** We have been struggling with the inability to stop the synchronization of documents since the start of the upgrade, we would like you to resolve this and regain the confidence we once had. The papers are still there, just need more control and patient for concertation. I would love to be able to find a simple way to generate a payment voucher without flat rate descriptions. I love the ability to be able to create cascading work lists, I just wish it could be done backwards and created by working from an end data instead of working from a start data. **What problems is Clio Manage solving and how is that benefiting you?** Clio is used throughout the institution. We have several home-based workers and most of the other lawyers and people who work in one of our other offices or at clients' offices, Clio gives us access to all that is needed quickly, easily and through the clients. ### 35. Excellent Client file program **Rating:** 4.5/5.0 stars **Reviewed by:** Ann T. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Clio Manage?** I like it that you can change the information about the client without too much trouble. If we need to add someone else, or remove someone from the file, we can do so pretty easily. **What do you dislike about Clio Manage?** Sometimes when trying to do billing it feels like there are too many steps to edit a bill. Once you edit it on the activity tab, it would be nice if it stayed that way, and that you didn't have to edit it agin if you leave that page. **What problems is Clio Manage solving and how is that benefiting you?** It keeps track of clients that call and we start a matter for them, and the ones that never come back. That way we don't have a file number if they don't end up retaining us in the end, so our file numbers don't go up. ### 36. Works Efficiently and Quickly **Rating:** 5.0/5.0 stars **Reviewed by:** Starla G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2023 **What do you like best about Clio Manage?** I like that when I put something on Outlook or Clio calendars it syncs to the other. I like that when I need to set up a new file, I can go to another file where most of the information is the same and duplicate it and then change only the things I need to change for the new file. I like that I can see everyone's calendar at one place. **What do you dislike about Clio Manage?** I'm still working on this one! At first, I had complaints but after using it a few months, I don't really have any complaints or dislike anything that it does. I do wish I had time to learn some of the other things it does and start incorporating those into my daily work life. **What problems is Clio Manage solving and how is that benefiting you?** I don't bill but it has been easier for other staff to get their time in and that helps us all! I use it for calendaring and contacts mostly but it has so many things I have yet to learn! ### 37. solid practice management system **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Clio Manage?** I like that there are always new features being added, and new programs that integrate within Clio. If I need help figuring somethign out, there are plenty of tutorials and help articles. Even better, the chat feature is always responsive and helpful. **What do you dislike about Clio Manage?** Setting up billing was pretty cumbersome, and I don't find the settings in bill formatting to be intuitive at all. Once you get things set up the way you like, however, it's usually never an issue again unless you need to set up a new type of invoice. **What problems is Clio Manage solving and how is that benefiting you?** time keeping feature is what I use Clio most, and now that I've added the Clio plugin to my email inbox, I can file and bill for time with a few clicks. ### 38. I've tried four different practice management programs. This is the best so far **Rating:** 5.0/5.0 stars **Reviewed by:** Kirby D. H. | Managing Member, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Clio Manage?** Ease of use, number of features re client, contact, and matter creation as well as billing/invoicing **What do you dislike about Clio Manage?** Document management could be improved on integration, implementation, and support. Same for reports. **What problems is Clio Manage solving and how is that benefiting you?** Contact, client, and matter organization; timely billing ### 39. Practice Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Heidi M. | Law Practice Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Clio Manage?** Clio is constantly improving calming making updates, and benefiting those that are concentrating on legal needs **What do you dislike about Clio Manage?** They are still growing, and so some of the releases are clunky at first, but they are open to tweaking and improving **What problems is Clio Manage solving and how is that benefiting you?** Cleo helps us with our billing, practice management, tasking, and storage of documents ### 40. Good Case Management System at a Great Price **Rating:** 4.5/5.0 stars **Reviewed by:** Zack B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Clio Manage?** For a price lower than a billable hour, you have a great platform to manage all your files. There are good integration features between Clio and Gmail to make saving emails to specific files easy. There is also integration between Clio and certain mailing companies like CaseMail that simplify sending out correspondence to clients. I've found these and other integrations to be very helpful as a Solo Practitioner **What do you dislike about Clio Manage?** The only negative that I can think of is one incident. I sent a request to find out more information about a Clio sourced Website via Clio's support email and didn't get a response. **What problems is Clio Manage solving and how is that benefiting you?** Manages all of my files, the calendar relating to said files, billing, and many other cool features. ### 41. Clio is great as a central hub of information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2023 **What do you like best about Clio Manage?** Clio works great to keep track of all things related to a matter, like phone calls, emails, documents, etc. The fact that it integrates with other services providers is what allows this. **What do you dislike about Clio Manage?** Clio needs more automations, like automated text messages or emails based on the stage of a matter. **What problems is Clio Manage solving and how is that benefiting you?** Clio allows everyone to have access to all the information of each matter. ### 42. Perfect for all Legal Matters **Rating:** 5.0/5.0 stars **Reviewed by:** Crystal K. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** I love Clio because it keeps files organized and up to date. I like the fact that you can look in Clio for answers or information without having to pull the physical file. **What do you dislike about Clio Manage?** The downside of Clio would be some of the logistics with billing and payments when being applied or deleted from a current invoice. The reports could be more organized as well. **What problems is Clio Manage solving and how is that benefiting you?** Clio helps you solve any problems you may run into. Their team is great about following up and trying to fix anything you may be having an issue with or questions you may have about certain features. ### 43. Clio for Family Law Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about Clio Manage?** Drafting invoices for clients is so easy, and the invoices themselves look clean and professional. And I love the option to share outstanding invoices. Our collection rate has dramatically improved. **What do you dislike about Clio Manage?** Occasionally creating reports is cumbersome. **What problems is Clio Manage solving and how is that benefiting you?** We are collecting more on outstanding invoices than we were before. ### 44. Satisfied Clio Customer **Rating:** 5.0/5.0 stars **Reviewed by:** Tamera A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2023 **What do you like best about Clio Manage?** Clio is an effective software suite for managing and growing your business. Clio is constantly evolving to stay current with other CRMs in the market, which shows the company is dedicated to providing the best possible experience for its users. Clio's customer service team is knowledgeable and provides excellent support around the clock. **What do you dislike about Clio Manage?** I wish that Clio offered better document automation integrations. There are a few more reports that I would like to see Clio add for long-picture planning. we use Clio payments and there is room for improvement on that software as well. **What problems is Clio Manage solving and how is that benefiting you?** Using Clio removes the stress of billing and managing clients' files. Our legal team can capture their billable hours with little effort. We know that our billing practices are done by using best practices. ### 45. Clio has been an essential asset for our practice **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Clio Manage?** The ability to easily save and categorize documents, the platform makes billing and client communication simple and easy to perform. **What do you dislike about Clio Manage?** The only downside we have found with Clio is the lack of client financing that LawPay currently offers. **What problems is Clio Manage solving and how is that benefiting you?** Being able to work remotely, increased productivity ### 46. Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about Clio Manage?** The efficiency that Clio provides our firm is unparalleled and the receptiveness to additions or changes makes the product very adaptable and accessible to everyone **What do you dislike about Clio Manage?** There is nothing I dislike about the product **What problems is Clio Manage solving and how is that benefiting you?** The inefficiencies of time tracking and keeping files organized ### 47. Excellent and very efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Julie J. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2023 **What do you like best about Clio Manage?** It's a one-stop-shop! Clio can be used for practically everything a law firm needs, from client communication to document preparation. **What do you dislike about Clio Manage?** Clio can be confusing to navigate because you can perform so many different functions on every screen that finding the one you need can be hard. **What problems is Clio Manage solving and how is that benefiting you?** Case Organization and streamlining are much easier with Clio because everything is in one place. I'm so much more productive with Clio. ### 48. CLIO keeps me organized **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Clio Manage?** It syncs with Google which syncs with my phone. It also helps me to keep my work and clients organized. **What do you dislike about Clio Manage?** I would like the mobile app to be user friendly and just as capable as using CLIO on my desktop. **What problems is Clio Manage solving and how is that benefiting you?** It keeps me organized and makes it easy to find information that I need. ### 49. One of our Most Valuable Assets **Rating:** 5.0/5.0 stars **Reviewed by:** Carly H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** Clio offers an intuitive platform that was easy to implement (over three years ago), train, and maintain. It takes the guesswork out of practice management. **What do you dislike about Clio Manage?** We would like to see more third-party integrations, but have been pleased with all Clio has added, so far! **What problems is Clio Manage solving and how is that benefiting you?** Clio continues to offer value-added functionality. For us, that includes automation of reminder tasks and client communications and tracking of time and expenses. ### 50. Great time saving features included **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Clio Manage?** I have been getting the most use out of the online booking via my wesite and the auto appts text & email reminders to clients. Also, I love the the intergration with my drafting software and the secured client portal. **What do you dislike about Clio Manage?** The system carmentalizes too many systems limit quick movement between the system. Ie getting to cliem portal requires multiple links rather then jump from dashbord **What problems is Clio Manage solving and how is that benefiting you?** Appoitnment booking, website intergration, and secured documentation sharing ## Clio Manage Discussions - [when will you have dark mode?!](https://www.g2.com/discussions/when-will-you-have-dark-mode) - 1 comment, 1 upvote - [What is the purpose of the Accounts tab in Clio Manage if it does not provide real time date on our bank account balances? What is the purpose? What am I missing with it?](https://www.g2.com/discussions/31163-what-is-the-purpose-of-the-accounts-tab-in-clio-manage-if-it-does-not-provide-real-time-date-on-our-bank-account-balances-what-is-the-purpose-what-am-i-missing-with-it) - 1 comment, 1 upvote - [What is Clio used for?](https://www.g2.com/discussions/clio-what-is-clio-used-for) - 2 comments - [How do you use a Clio?](https://www.g2.com/discussions/how-do-you-use-a-clio) - 2 comments - [Does Clio do accounting?](https://www.g2.com/discussions/does-clio-do-accounting) - 2 comments - [View Clio Manage pricing details and edition comparison](https://www.g2.com/products/clio-clio-manage/reviews?page=10&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+10%3A00%3A31+-0500&secure%5Bsession_id%5D=210f30d1-36f9-4eb1-b117-65bb82140c54&secure%5Btoken%5D=6cbf8431b2757f607807b5d82df1f52101576846a59cbd7beab157701f4a183c&format=llm_user) ## Clio Manage Integrations - [8am DocketWise](https://www.g2.com/products/8am-docketwise/reviews) - 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[RingEX](https://www.g2.com/products/ringex/reviews) - [Smith.ai AI Receptionist](https://www.g2.com/products/smith-ai-ai-receptionist/reviews) - [Steno.ai](https://www.g2.com/products/stenoai-steno-ai/reviews) - [VXT](https://www.g2.com/products/vxt/reviews) - [WiseTime](https://www.g2.com/products/wisetime/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Clio Manage Features **Platform Additional Functionality** - Payment - Portal **Platform Additional Functionality** - Dashboard - Cloud - Mobility **Platform Basics** - Reporting - Dashboard - Cloud - Mobility **Platform Basics** - Reporting - Dashboard - Cloud - Mobility - Contact Management **Generative AI** - AI Text Generation - AI Text Summarization **Storage and Collaboration - Legal Document Management** - Editing and Tracking - Centralised Database - Accessibility and Permission for Sharing - Document Storage **Sales Force Automation - Legal CRM** - Task Management - Contract Management - Quote and Order Management **Agentic AI - Legal Billing** - Cross-system Integration - Decision Making **Platform Basics** - Interoperability - Document Storage - Document Research and Retrieval **Platform Content** - Automation - File Sharing - Content Library **Content Management** - Document Management - Calendar Integration - Workflow **Content Management** - Document Management - Calendar Integration - Workflow **Document Management - Legal Document Management** - Search and Retreival - Synchronization of Data - Versioning **Platform Additional Functionality - Legal CRM** - Automation - Messaging - Dashboard - Cloud **Agentic AI - Legal Document Drafting** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Basics** - Interoperability - Offline Editing - E-Signature **Time & Billing** - Time Tracking - Payments - Billing **Analysis - Legal Document Management** - Document Review - Legal Analytics **Marketing Automation - Legal CRM** - Lead Management - Marketing Analytics **Agentic AI - Legal Case Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - E-Filing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Artificial Intelligence - Legal Document Management** - AI Automation **Customer Support - Legal CRM** - Support Analytics - Customer Portal - Case Management **Agentic AI - Legal Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Accessibility - Legal Document Management** - Cross-Platform Access **Platform Reporting and Analytics - Legal CRM** - Reporting **Agentic AI - Legal Document Management** - Cross-system Integration - Natural Language Interaction **Agentic AI - Legal CRM** - Cross-system Integration - Natural Language Interaction ## Top Clio Manage Alternatives - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (377 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (379 reviews) - [Filevine](https://www.g2.com/products/filevine/reviews) - 4.7/5.0 (288 reviews)