[ Clio Ma... Reviews ](https://www.g2.com/products/clio-clio-manage/reviews) [ Clio Ma... Reviews ](https://www.g2.com/products/clio-clio-manage/reviews) # Clio Manage Features ##### ## Platform Additional Functionality (5) Payment Contains built-in payment processing capabilities or integrates with payment processing software Portal Contains a portal to facilitate third-party or client application access Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Show More ##### ## Platform Basics (15) Interoperability Connects to external systems and applications as needed to complete team workflows. Document Storage Stores historical legal document filings Document Research and Retrieval Retrieves relevant court documents upon request Interoperability Connects to external systems and applications as needed, specifically legal practice or legal case management software Offline Editing Allows users to edit documents offline and syncs changes when connected to wifi. E-Signature Integrates with or provides built-in e-signature functionality Reporting Provides analytics tools that reveal important case specific performance metrics and track progress. Dashboard Has a centralized dashboard for users to track case updates and collaborate as needed. Cloud Provides a cloud based version of the platform. Mobility Is accessible from a mobile device and by users on the go. Reporting Provides analytics tools that reveal important case specific performance metrics and track progress. Dashboard Has a centralized dashboard for users to track case updates and collaborate as needed. Cloud Provides a cloud based version of the platform. Mobility Is accessible from a mobile device and by users on the go. Contact Management Manages law firm contacts and client information. Show More ##### ## Platform Content (3) Automation Automates some or all operation related tasks File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Content Library Provides users with a pre-built library of useable legal document templates Show More ##### ## Content Management (6) Document Management Stores and manages case related documents. Calendar Integration Integrates with calendar applications to ensure case dates are always visible. Workflow Automate custom workflows specific to the users' law firm. Document Management Stores and manages case related documents. Calendar Integration Integrates with calendar applications to ensure case dates are always visible. Workflow Automate custom workflows specific to the users' law firm. Show More ##### ## Time & Billing (3) Time Tracking Tracks billable hours and time spent on specific tasks. Payments Allows clients to pay bills within the solution, typically via a portal. Billing Bills clients via email or a client portal. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Storage and Collaboration - Legal Document Management (4) Editing and Tracking Facilitates document modification with comprehensive change logging Centralised Database Offers a unified system storing all legal data for easy management and retrieval Accessibility and Permission for Sharing Controls access and sharing based on user permissions Document Storage Securely archives legal documents in an organized, digital repository Show More ##### ## Document Management - Legal Document Management (3) Search and Retreival Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance Synchronization of Data Ensures consistent, up-to-date information across all devices Versioning Manages multiple document iterations, ensuring accuracy and up-to-dateness Show More ##### ## Analysis - Legal Document Management (2) Document Review Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions Legal Analytics Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features Show More ##### ## Artificial Intelligence - Legal Document Management (1) AI Automation Leverages artificial intelligence for task automation, streamlining workflow and decision support Show More ##### ## Accessibility - Legal Document Management (1) Cross-Platform Access Enables document access from any device, from anywhere, thereby enhancing flexibility Show More ##### ## Sales Force Automation - Legal CRM (3) Task Management Assigning tasks, assist with matter management , and distributing work. Contract Management Manages the entire contract process, from creation and negotiation to signing. Quote and Order Management Provides custom quote creation functionality. Show More ##### ## Platform Additional Functionality - Legal CRM (4) Automation Automates operation related tasks, such as engagement letter. Messaging Contains in-application messaging abilities Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Show More ##### ## Marketing Automation - Legal CRM (2) Lead Management Contains lead tracking and management capabilities. Marketing Analytics Contains analysis tools to provide insights on lead recording. Show More ##### ## Customer Support - Legal CRM (3) Support Analytics Allows users to conduct analysis on support activities. Customer Portal Offers customization of the client portal and law firm dashboard. Case Management Contains customer request handling functionality and issue tracking. Show More ##### ## Platform Reporting and Analytics - Legal CRM (1) Reporting Provides analytics tools that reveal important business metrics and track progress. Show More ##### ## Agentic AI - Legal Document Management (2) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Legal CRM (2) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Legal Case Management (6) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Legal Billing (2) Cross-system Integration Works across multiple software systems or databases Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Legal Practice Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - E-Filing (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Legal Document Drafting (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![8am 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