Clio Manage Features

Contains built-in payment processing capabilities or integrates with payment processing software

Contains a portal to facilitate third-party or client application access

Has a centralized dashboard for users to interact with 15 reviewers of Clio Manage have provided feedback on this feature.

Provides a cloud based version of the platform This feature was mentioned in 15 Clio Manage reviews.

As reported in 15 Clio Manage reviews. Is accessible from a mobile device and by users on the go.

Connects to external systems and applications as needed to complete team workflows.

Stores historical legal document filings

Retrieves relevant court documents upon request

Connects to external systems and applications as needed, specifically legal practice or legal case management software 15 reviewers of Clio Manage have provided feedback on this feature.

Allows users to edit documents offline and syncs changes when connected to wifi. This feature was mentioned in 13 Clio Manage reviews.

Integrates with or provides built-in e-signature functionality 13 reviewers of Clio Manage have provided feedback on this feature.

As reported in 273 Clio Manage reviews. Provides analytics tools that reveal important case specific performance metrics and track progress.

Has a centralized dashboard for users to track case updates and collaborate as needed. This feature was mentioned in 295 Clio Manage reviews.

Provides a cloud based version of the platform. 275 reviewers of Clio Manage have provided feedback on this feature.

Is accessible from a mobile device and by users on the go. This feature was mentioned in 281 Clio Manage reviews.

Provides analytics tools that reveal important case specific performance metrics and track progress. 264 reviewers of Clio Manage have provided feedback on this feature.

Has a centralized dashboard for users to track case updates and collaborate as needed. This feature was mentioned in 270 Clio Manage reviews.

Based on 255 Clio Manage reviews. Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go. This feature was mentioned in 260 Clio Manage reviews.

Manages law firm contacts and client information. This feature was mentioned in 270 Clio Manage reviews.

Based on 15 Clio Manage reviews. Automates some or all operation related tasks

Provides robust sharing options for communication with both internal and external stakeholders. This feature was mentioned in 14 Clio Manage reviews.

Based on 15 Clio Manage reviews. Provides users with a pre-built library of useable legal document templates

Stores and manages case related documents. This feature was mentioned in 283 Clio Manage reviews.

Integrates with calendar applications to ensure case dates are always visible. This feature was mentioned in 281 Clio Manage reviews.

Based on 284 Clio Manage reviews. Automate custom workflows specific to the users' law firm.

Stores and manages case related documents. This feature was mentioned in 260 Clio Manage reviews.

Integrates with calendar applications to ensure case dates are always visible. This feature was mentioned in 249 Clio Manage reviews.

Based on 249 Clio Manage reviews. Automate custom workflows specific to the users' law firm.

Tracks billable hours and time spent on specific tasks. 269 reviewers of Clio Manage have provided feedback on this feature.

Allows clients to pay bills within the solution, typically via a portal. 261 reviewers of Clio Manage have provided feedback on this feature.

Bills clients via email or a client portal. 266 reviewers of Clio Manage have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 13 Clio Manage reviews.

Condenses long documents or text into a brief summary. 13 reviewers of Clio Manage have provided feedback on this feature.

Facilitates document modification with comprehensive change logging This feature was mentioned in 21 Clio Manage reviews.

Offers a unified system storing all legal data for easy management and retrieval 22 reviewers of Clio Manage have provided feedback on this feature.

Controls access and sharing based on user permissions This feature was mentioned in 21 Clio Manage reviews.

As reported in 22 Clio Manage reviews. Securely archives legal documents in an organized, digital repository

Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance This feature was mentioned in 22 Clio Manage reviews.

Based on 22 Clio Manage reviews. Ensures consistent, up-to-date information across all devices

Manages multiple document iterations, ensuring accuracy and up-to-dateness This feature was mentioned in 22 Clio Manage reviews.

Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions 22 reviewers of Clio Manage have provided feedback on this feature.

As reported in 21 Clio Manage reviews. Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features

Based on 17 Clio Manage reviews. Leverages artificial intelligence for task automation, streamlining workflow and decision support

Enables document access from any device, from anywhere, thereby enhancing flexibility This feature was mentioned in 19 Clio Manage reviews.

Assigning tasks, assist with matter management , and distributing work. 16 reviewers of Clio Manage have provided feedback on this feature.

Manages the entire contract process, from creation and negotiation to signing. 15 reviewers of Clio Manage have provided feedback on this feature.

Provides custom quote creation functionality. 16 reviewers of Clio Manage have provided feedback on this feature.

Automates operation related tasks, such as engagement letter. This feature was mentioned in 17 Clio Manage reviews.

Contains in-application messaging abilities 17 reviewers of Clio Manage have provided feedback on this feature.

As reported in 17 Clio Manage reviews. Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform This feature was mentioned in 17 Clio Manage reviews.

As reported in 17 Clio Manage reviews. Contains lead tracking and management capabilities.

Based on 17 Clio Manage reviews. Contains analysis tools to provide insights on lead recording.

As reported in 16 Clio Manage reviews. Allows users to conduct analysis on support activities.

Offers customization of the client portal and law firm dashboard. 17 reviewers of Clio Manage have provided feedback on this feature.

Contains customer request handling functionality and issue tracking. This feature was mentioned in 17 Clio Manage reviews.

Based on 16 Clio Manage reviews. Provides analytics tools that reveal important business metrics and track progress.

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Based on 11 Clio Manage reviews. Ability to break down and plan multi-step processes

Based on 10 Clio Manage reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience This feature was mentioned in 11 Clio Manage reviews.

Based on 11 Clio Manage reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 11 reviewers of Clio Manage have provided feedback on this feature.

Makes informed choices based on available data and objectives This feature was mentioned in 11 Clio Manage reviews.

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Based on 16 Clio Manage reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes 16 reviewers of Clio Manage have provided feedback on this feature.

Works across multiple software systems or databases This feature was mentioned in 16 Clio Manage reviews.

Improves performance based on feedback and experience 16 reviewers of Clio Manage have provided feedback on this feature.

As reported in 16 Clio Manage reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting This feature was mentioned in 16 Clio Manage reviews.

Based on 16 Clio Manage reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives