--- 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: '2026-07-17' 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 **incredibly easy to use** , enjoying its organized, centralized case management features. (193 reviews) - Users value the **centralized document organization** in Clio Manage, streamlining case management and enhancing efficiency. (90 reviews) - Users value the **efficiency** of Clio Manage for centralizing case information and streamlining operations effectively. (89 reviews) - Users appreciate the **efficient billing automation** of Clio Manage, which streamlines processes and saves valuable time. (85 reviews) - Users appreciate the **intuitive interface** and **seamless integrations** that enhance their firm’s operational efficiency. (82 reviews) - Users commend Clio Manage for its **intuitive interface** , enhancing usability and supporting efficient workflow management. (76 reviews) - Users appreciate the **excellent organization** features of Clio Manage, making task and matter management highly efficient. (75 reviews) - Centralized Management (74 reviews) - Integrations (68 reviews) - Billing Ease (64 reviews) **What users dislike:** - Users express concerns about **missing features** , particularly the lack of case tracking and clear billing navigation in Clio Manage. (87 reviews) - Users note the **limitations in custom solutions** with Clio Manage, requiring third-party tools for specialized needs. (50 reviews) - Users find that **document management is Clio Manage's weakest element** , affecting workflow and efficiency in their practice. (46 reviews) - Users often face **billing issues** with Clio Manage, struggling with customer support and unresolved payment concerns. (35 reviews) - Users find the **lack of customization** in Clio Manage limits its effectiveness for diverse legal organizations beyond law firms. (34 reviews) - Users express frustration with **integration issues** , wishing for a more seamless connection between Clio Manage and Clio Grow. (30 reviews) - Limited Customization (26 reviews) - Expensive (25 reviews) - Learning Curve (25 reviews) - Poor Reporting (24 reviews) ## Clio Manage Reviews ### 1. Clio Manage Keeps Our Matters Perfectly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Anna S. | Owner/Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Clio Manage?** Clio Manage has been immensely helpful in keeping matters organized. **What do you dislike about Clio Manage?** Clio Manage is coming a long with its AI incorporations. Still needs some fine-tuning, but it's getting there! **What problems is Clio Manage solving and how is that benefiting you?** Organization and billing! ### 2. Clio Manage helping me manage **Rating:** 4.0/5.0 stars **Reviewed by:** Bonnie G. | Esquire, Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2025 **What do you like best about Clio Manage?** Clio Manage's unlimited document storage with the ability to search content of documents, pdf within the program, and combine documents within the program is invaluable. We have used Clio for a decade or more. We left for another program but quickly returned to Clio. **What do you dislike about Clio Manage?** Clio Manage can require too many steps, such as not being able to create a task directly from/related to a calendar event and not being able to assign a task to more than one person. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage keeps everything from contacts, to tasks, to calendar all in one place. ### 3. Effortless Client Management for Law Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer P. | Litigation Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2026 **What do you like best about Clio Manage?** I like that Clio Manage is easy to use and intuitive. **What do you dislike about Clio Manage?** Accessibility, but that's a limitation on us. We don't pay for certain services that I think would be great to utilize. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage handles daily tasks, calendaring, and client management. ### 4. Easy to Use and Integrates Seamlessly to Streamline Our Business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** Clio Manage is easy to use, works well with other apps, and helps streamline our business overall. **What do you dislike about Clio Manage?** The part I dislike most about Clio is the downtime it experiences. **What problems is Clio Manage solving and how is that benefiting you?** Clio helps our firm manage multiple clients at once smoothly and consistently. ### 5. Time Tracking Made Simple **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I love that it is so easy for me to keep track of my time. **What do you dislike about Clio Manage?** I wish there was more we could do with the Clio Documents options. **What problems is Clio Manage solving and how is that benefiting you?** Keeping track of where we are with hundreds of different clients. ### 6. Great Customization and AI, but the Calendar Needs Better Location Saving **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Clio Manage?** I like the customization abilities and user friendly **What do you dislike about Clio Manage?** The calendar. I don;t like that you can't save locations to auto populate; also takes a while to set up with customizations **What problems is Clio Manage solving and how is that benefiting you?** Storage space ### 7. Changed our Firm **Rating:** 4.5/5.0 stars **Reviewed by:** Brooke T. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** Clio Manage truly serves as a one-stop shop for us. We appreciate how it stores all our documents in one place, allows us to move smoothly between clients, and makes billing straightforward and hassle-free. **What do you dislike about Clio Manage?** I generally don't encounter many issues with Manage. However, my main concern is that matters created in Manage do not sync over to Grow. **What problems is Clio Manage solving and how is that benefiting you?** Previously, we relied on several different interfaces to accomplish tasks that we can now handle entirely within Manage. This shift has transformed our workflow and significantly increased our firm's efficiency. ### 8. Love the Billing & Calendar Features in Clio Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander I. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Clio Manage?** Billing and Calendar features and clio manage app. **What do you dislike about Clio Manage?** Not being able to send text message reminders to my cell phone. **What problems is Clio Manage solving and how is that benefiting you?** Calendaring and billing among many other things. ### 9. Beginner Friendly and Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth V. | Case Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** It's very organized and Easy to use for a beginner. **What do you dislike about Clio Manage?** Sometimes it can be a bit tedious or not like to populate inputs. **What problems is Clio Manage solving and how is that benefiting you?** It keeps good case management and helps with document management and hour keeping. ### 10. Clio Manage is the Gold Standard for Legal Practice Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jake L. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Clio Manage?** Clio Manage has completely streamlined our firm’s operations. The interface is intuitive, and the cloud-based access means our team can work securely from anywhere. Time tracking, billing, and document management are all seamlessly integrated, and the reporting tools provide valuable insights into firm performance. The integrations with Microsoft 365 and Clio Grow are especially powerful, allowing us to automate tasks and reduce administrative overhead. **What do you dislike about Clio Manage?** There’s a bit of a learning curve when setting up more advanced features, but Clio’s support team and knowledge base make it easy to get up to speed. Occasional updates can slightly shift the UI, but they’re always improvements in the long run. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage has eliminated the need for multiple disconnected tools. We now have a centralized platform for case management, billing, calendaring, and client communication. This has improved our efficiency, reduced errors, and allowed us to deliver a better client experience. It’s also made remote work and collaboration much easier. ### 11. Clio-best of the Pack **Rating:** 4.5/5.0 stars **Reviewed by:** Richard H. | Attorney at Law, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2025 **What do you like best about Clio Manage?** Strong database and interoperability. Texting feature is good. There's enough depth that you can track the way you want. The accounting software is very good. **What do you dislike about Clio Manage?** Search feature is weak-great in the case and client names, but fails to correctly search custom fields. For example, if you have case numbers set up as a custom field you can ONLY give a complete search parameter-so you need to enter the full case number, but it won't search for the last four digits. Some of the organizational choices are odd. The AI isn't strong. Finally, when you create a contact and add info-ie phone numbers-when you look at them later that will be labeled as other even though you entered it as mobile. **What problems is Clio Manage solving and how is that benefiting you?** Modern practice management requires case management software. I have tried three extensively-Amicus (20+yrs), MyCase (1 yr) and now two years with Clio. Clio is the best of the bunch. My Amicus database began reporting bad due dates (there and then gone and then back again.) That's the stuff of malpractice claims. MyCase was just disappointing in use. Clio, warts and all, is easy to work with. ### 12. Highly Effective for Task Management with User-Friendly Design **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen M. R. | In-House Counsel **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** {"I find it pretty user-friendly, despite it being a new technology system for me.","I appreciate how Clio Manage significantly helps with task management and keeping up with deadlines.","I value the ability to track my time efficiently with Clio Manage.","I find the 'Task and Activities' features most useful.","I think it's a great database for organizing all my information and keeping track of my tasks on a daily basis."} **What do you dislike about Clio Manage?** The only challenge I faced was acclimating to a different technology system than what I was used to. **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage significantly helps with task management, keeps up with deadlines, and tracks my time. It's a great database to organize information and maintain daily track of my activities. ### 13. Easy to Use and Gets the Job Done **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I love how easy it is to use the software **What do you dislike about Clio Manage?** I wish that it was a bit more customizable **What problems is Clio Manage solving and how is that benefiting you?** It helps organize our matters, and keep track of the status of all cases ### 14. All Encompassing Workhorse **Rating:** 5.0/5.0 stars **Reviewed by:** Lexy D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Clio Manage?** Clio manage is an all encompassing workhorse. I absolutely love the ability to text and email bills as well as text updates to the clients. **What do you dislike about Clio Manage?** I would love to pull up the agenda view for the day I am working on and be able to put it in alphabetical order for that time. We have sometimes 40 cases set at one time and it would be more efficient to have it alphabetize so I can pull files faster. **What problems is Clio Manage solving and how is that benefiting you?** Having all the information centralized in one place allows me to find what I need very quickly. In our fast-paced industry, I constantly need to access information, and because it scans the text, I can work much more efficiently. ### 15. Clio: All-in-One Solution, but Billing Needs More Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Cassidy P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Clio Manage?** It is everything in one. I like that we can create documents, manage the calendar, text and email with our clients and other staff, all through Clio. Training new employees on Clio is a breeze because it is so user friendly. Customer service is great and always quick to get me answers and help. I love that Clio intergrates with our emails and phone system. Anything done on the case, can be seen in clio. **What do you dislike about Clio Manage?** Billing. The billing is okay, but it's not a feature I love, or even like. It needs more customize options for our specific needs. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage is solving the problem of client management. Everything is organized, detailed, easy, and convenient. ### 16. Effortlessly Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Breanna J. | Senior Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Clio Manage?** Ease of use. It is really easy to manage cases with it. **What do you dislike about Clio Manage?** The fees, every great product cost someting. **What problems is Clio Manage solving and how is that benefiting you?** Organizing cases and keeping track of billing. ### 17. Essential for Comprehensive Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Abigail P. **Reviewed Date:** October 07, 2025 **What do you like best about Clio Manage?** I appreciate Clio for its comprehensive features that enhance my firm's efficiency. The ease of setup, allowing data import from spreadsheets, was beneficial when my firm was small. The software's remote accessibility is invaluable, letting me access firm information anywhere. The timekeeping and billing features facilitate uniformity and quick billing, improving client service and cash flow management. Almost all features, including client management, document sharing, and the client portal, are incredibly useful. **What do you dislike about Clio Manage?** I wish that we could sort our bills based on whether a client has money in trust or not. **What problems is Clio Manage solving and how is that benefiting you?** Clio lets me access firm information anywhere, enables my team to manage time and billing uniformly, and improves client service and cash flow management. ### 18. Seamless Setup and Top Recommendation for Law Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Roseanne . **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I love referring Clio Manage to solo and small law firms as it truly helps them start their business the right way. ClioPay is a game changer for ensuring faster and easier payments, giving clarity to clients. The setup process was very easy, with helpful representatives guiding me through demos and implementations. I appreciate using Clio alongside QuickBooks to ensure smooth account management. Clio is the easiest, best practice management software, and I'm highly likely to recommend it to others. **What do you dislike about Clio Manage?** Nothing it’s all great **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to help solo and small law firms manage cases, clients, and ensure timely payments with ClioPay, streamlining their operations from the start. ### 19. Efficient Invoicing with Room for Better Support **Rating:** 3.5/5.0 stars **Reviewed by:** Lam N. **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I like Clio Manage because it has significantly helped me in accurately building my clients' legal fees and reduced the time spent on logging time. The feature that generates invoices and keeps track of my time and expenses is particularly valuable. Additionally, the constant innovation is something I truly appreciate. **What do you dislike about Clio Manage?** {"I found the onboarding process challenging despite it not being difficult to set up. I needed assistance from a Clio representative.","I would like better support, especially when it comes to Clio drafting. The current support does not meet my expectations."} **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage helps me accurately bill clients and reduces the time spent logging time, benefiting my practice. ### 20. A Gamechanger for Me **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Clio Manage?** Clio's technology allows me to handle all of my administrative tasks online for my solo practice, which not only frees up my time to focus on my clients—the part I truly enjoy—but also almost completely removes the sense of dread I usually feel when it comes to managing those essential administrative duties. **What do you dislike about Clio Manage?** Setting up Clio Manage for the first time has been and continues to be a challenge for me when it comes to achieving the tasks I want to complete efficiently. For instance, I struggled with issuing invoices because I wasn't sure how to create an invoice without relying on Quick Bill. Additionally, it took me quite a while to set up my engagement letter template, as I didn't know how to turn the engagement letter I had created for my solo practice into a usable template within Clio Manage. I had a clear idea of how I wanted the template to appear, but I found it difficult to figure out how to make that happen in the software. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage offers a centralized database for all the information I require in my practice. With its search function, I can quickly and easily locate what I need whenever necessary. This feature has proven to be a significant time saver, allowing me to access important information promptly without spending unnecessary time searching. ### 21. My Clio Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Clio Manage?** I like how organized each matter can be. Everything is very neatly compartmentalized and it's easy to find exactly what I'm looking for, whether it's regarding the status of an invoice, tracking a task or seeing the most recent edits on a timeline. **What do you dislike about Clio Manage?** I frequently encounter issues with syncing, especially when it comes to integrations like Zoom. For example, when I try to create a Zoom meeting, I often find that I've been logged out, which interrupts the process. I also regularly experience syncing problems with Outlook. Crashes are common, and I often have to attempt filing an email several times before I can even begin searching for the matter to file it under. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage is very helpful when it comes to communication in our firm. You can see exactly when edits are made to a document, or who created a document, closing the bridge for confusion of responsibility. If I have a question about anything regarding the matter, it's clear who I need to ask. ### 22. Best customer service for any software company we deal with! **Rating:** 5.0/5.0 stars **Reviewed by:** Laurie T. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2023 **What do you like best about Clio Manage?** I love how Clio listens to its clients when it comes to enhancements for their software. It's also wonderful that they offer an annual conference where you can network with other Clio clients and obtain information about new integrations and software enhancements. **What do you dislike about Clio Manage?** If anything, it would be nice to see the types of reports that can be pulled based on input fields be expanded. I do regularly make suggestions via online chat with their staff. **What problems is Clio Manage solving and how is that benefiting you?** It's great to have all of our information in one place, which assits in avoiding duplication of tasks. The fact that it's available via their mobile app is a great feature for attorneys. ### 23. Effortlessly Manages Work and Boosts Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Maritza M. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** {"I find Clio Manage incredibly easy to set up and manage, which saves me time and effort when getting started.","I appreciate that Clio Manage drastically cuts down on the time spent on tedious work, effectively reducing it by half.","I love how Clio Manage and Clio Grow work together to help me manage my matters efficiently.","I find that all of the features offered by Clio Manage are useful, catering well to my needs.","I am very likely to continue purchasing Clio Manage due to its ease of use and management capabilities."} **What do you dislike about Clio Manage?** Great **What problems is Clio Manage solving and how is that benefiting you?** I find the product cuts tedious work time in half and helps manage my matters efficiently. ### 24. Clio Manage & Clio Grow: A Legal Practice Game-Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Ella M. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Clio Manage?** As a paralegal at a small law firm, I’ve been using Clio Manage and Clio Grow, and I have to say, they’re fantastic. Clio Manage helps keep everything organized—cases, billing, and documents are all in one place. I can easily create invoices or check deadlines on my phone whenever I need to. The two platforms sync seamlessly, which saves me a lot of time. If you’re a lawyer hoping to make your work life easier in 2025, these tools are an obvious choice. **What do you dislike about Clio Manage?** I wish that the calendar entries automatically gave you reminders. The reminder set up is tedious. **What problems is Clio Manage solving and how is that benefiting you?** Organizing client contact info and keeping our firm calendar ### 25. Excellent Training with Knowledgeable People **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** Excellent training with knowledgeable people **What do you dislike about Clio Manage?** It doesn't handle payroll yet with Clio Accounting. **What problems is Clio Manage solving and how is that benefiting you?** None ### 26. Ever-evolving to maximize efficiency & focus on high-value work by minimizing repetitive admin task **Rating:** 5.0/5.0 stars **Reviewed by:** Callie M. | Corporate Paralegal and Assistant Practice Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** Clio Manage stands out because it really serves as a sandbox, allowing you to tailor the platform to fit your specific area of law. The ability to create templates has been especially useful when starting a new file. **What do you dislike about Clio Manage?** In my opinion, the communications aspect would benefit from having additional features. **What problems is Clio Manage solving and how is that benefiting you?** The level of organization in the office stands out and plays a significant role in making the work environment more efficient. ### 27. Glad I switched **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about Clio Manage?** I am new to Clio this year, and it has already made a huge difference in my practice. The biggest improvement has been in streamlining my intake process—everything feels more organized and efficient. I also really appreciate the ability to communicate with clients through Clio, whether by text or via the secure client portal. It allows me to stay connected without having to give out my personal cell phone number, which adds a layer of professionalism and convenience for both me and my clients. Overall, Clio has made my practice run more smoothly, and I’m glad I made the switch. **What do you dislike about Clio Manage?** It's not very intuitive. I've had to have meetings with Clio specialists and watch several how-to videos to figure things out **What problems is Clio Manage solving and how is that benefiting you?** Clio makes it much easier for me to communicate with my clients, as I no longer have to manually copy emails and text messages into their files. The intake forms are also quite helpful because the information clients provide is entered directly into our system. ### 28. Clio Makes Remote Collaboration Easy, with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** The ability to organize documents and notes meaning my attorney can work 100% remotely. I can add to his files, phone logs or case notes while he is in court and I am in the office, which was a gamechanger. **What do you dislike about Clio Manage?** There are some features not intuitive for the practice area. But anytime you have feedback or want to know how to work with a feature, Clio is 1000% willing to listen, help and support. **What problems is Clio Manage solving and how is that benefiting you?** Organization and pocketing as well as billing. Being able to find what needs to have hands laid on it immediately, even from an airplane or another country is the greatest benefit. My attorney is headed to Columbia for a yoga retreat. But I can send him bills for approval. Upload client evidence and anything else for him to work and review....quite literally from anywhere. ### 29. Clio Manage makes running a small practice easier **Rating:** 5.0/5.0 stars **Reviewed by:** Micheline K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Clio Manage?** Some of my favorite features of Clio Manage include the ability to create billing categories for quick invoicing, the Dashboard, and how easy it is to add (or import from Clio Grow) new client information. **What do you dislike about Clio Manage?** One suggestion I have is for the interface to offer tips or suggestions that help streamline repetitive tasks. The platform has a lot of features, and I suspect there are more efficient ways to accomplish some tasks, but I haven't had the chance to explore all the options yet. **What problems is Clio Manage solving and how is that benefiting you?** The integration among Clio Manage, Clio Grow, and Clio Accounting is outstanding. It significantly reduces the need for additional software. ### 30. Effortless Setup and Efficient Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Gilbert N. **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I appreciate how easy and straightforward it was to set up Clio Manage. It efficiently handles client and prospect intake, saving me time with its quick processing. The notes and communications features are extremely useful, enhancing my workflow. I'm also highly satisfied with its overall use, leading me to score it a perfect 10 for recommendations. **What do you dislike about Clio Manage?** There is not anything I dislike as Clio Manage is satisfying at adding client intake and looking forward in the future to using more features. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to add client and prospect intake quickly and efficiently, which streamlines our process. ### 31. Clio Makes Client and Matter Tracking Easy for Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Liam B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** I do marketing so I don’t use Clio as much as the rest of our staff but I’ve found it very easy to navigate and the reports are incredibly helpful. It’s a good way to find information about our matters and clients quickly. I particularly find the client source field and metrics ti be most helpful. **What do you dislike about Clio Manage?** Having to do separate out a matter for each person involved in a it can be frustrating, but it sounds like that is being addressed! **What problems is Clio Manage solving and how is that benefiting you?** It allows for me to look at reports and stats about clients, matters, and settlement amounts. ### 32. Transformed My Legal Practice Management **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph A. M. | Managing Member - Senior Attorney **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I appreciate that Clio Manage centralizes all my case information in one location. This feature allows me to quickly get an overview of each case, assuming all data is entered correctly. It has significantly transformed my practice over the three years I've been using it, streamlining how I manage information thanks to a recommendation from the New York State Bar Association. **What do you dislike about Clio Manage?** I found the setup process challenging, especially when trying to convert data over to Clio Manage. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to centralize my practice management, allowing a quick overview of cases if data is properly entered. ### 33. Long-Time User, Great for Billing and Timekeeping **Rating:** 4.5/5.0 stars **Reviewed by:** Jim D. **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I love how Clio Manage makes it easy to track time and create invoices. These features streamline my billing and timekeeping tasks, significantly reducing my workload and increasing efficiency. Additionally, I find it convenient to write checks and organize them seamlessly within the system. **What do you dislike about Clio Manage?** I found it difficult to convert old data to new data when I first started using Clio Manage. The process of getting the numbering systems to match up was especially challenging. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for ease in tracking time and creating invoices, though data conversion from the old system was challenging. ### 34. Great for Team Communication, Needs Better Productivity Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** April Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Clio Manage?** We work in teams, so having the notes and communiations helps us all to be able to keep track of what is happening in the case; we can all speak intelligently to the clients and adjusters about the status. **What do you dislike about Clio Manage?** As a team leader, I have to keep track of what my teammates are doing. It would be helpful to be able to run a productivity report. **What problems is Clio Manage solving and how is that benefiting you?** We are able to keep track of all of our clients and determine what stage the case is in. It helps streamline our process and push cases through. ### 35. Impressive Features and Constant Improvements, But Needs Clearer Guidance **Rating:** 5.0/5.0 stars **Reviewed by:** Abby S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** The capabilities are really impressive, and it seems like they continue to get better and better every day. From organizing matters by stages, practice areas, and any custom field you want to create, to automatic workflows and calendaring, there are so many features to help ease the workload. **What do you dislike about Clio Manage?** I sometimes struggle to fully grasp the capabilities and limitations of certain features. Although the Clio Resource pages are helpful, there are times when I need more detailed explanations. **What problems is Clio Manage solving and how is that benefiting you?** Clio has improved the document folder capabilities, and has added many great features including document summaries. ### 36. Solo practitioner found the perfect program. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** how it saves us a lot of time and can do a lot of the work automatically. **What do you dislike about Clio Manage?** pricing. it is definitely expensive so would be helpful if cheaper. **What problems is Clio Manage solving and how is that benefiting you?** auto payments for invoices, intakes, and contracts being sent and also the client portal. ### 37. Effortless Office Management with Clio **Rating:** 5.0/5.0 stars **Reviewed by:** Malena C. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** I appreciate how easy it was to set up Clio Manage. It helps me keep track of the progress of our cases efficiently. I find the task assigning and completion features particularly useful for managing workflows. The ability to enter information and store documents seamlessly is also a standout aspect for me. **What do you dislike about Clio Manage?** I find the lack of voice command functionality limiting in Clio Manage. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to track case progress and efficiently assign and complete tasks, benefiting my office work. Its ease of information entry and document storage stands out. ### 38. Efficient and Easy to Use for Financial Management **Rating:** 5.0/5.0 stars **Reviewed by:** Raymond F. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** {"I love that the setup process with Clio Manage was not difficult, making the transition smooth.","I appreciate that Clio Manage helps keep track of finances with different clients efficiently.","I find the financial operations, incredibly useful.","I enjoy the ability to accept online payments”,"I appreciate the AI feature, which occasionally adds value to my workflow.","I find Clio Manage to be pretty efficient overall, with no immediate changes needed."} **What do you dislike about Clio Manage?** Nothing off of the top of my head. **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage streamlines tracking our finances, enhancing efficiency with AI features and online payment capabilities. ### 39. Streamlined Document Management, Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Grant M. **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I appreciate Clio Manage for its ease of use and straightforward setup, which made transitioning a breeze for our office manager and staff. The document collection and scheduling features have significantly improved efficiency, allowing us to file cases faster and stay on schedule. Additionally, Clio Manage is very useful and offers many advantages over our previous software. **What do you dislike about Clio Manage?** I love everything **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to streamline document collection, reducing the process from weeks to days, and ensure we stay on schedule, thus enabling faster case filings. ### 40. paralegal **Rating:** 5.0/5.0 stars **Reviewed by:** Laura V. **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I love that Clio Manage offers a very smooth and easy setup process, which is explanatory and user-friendly. The ability to receive reminders to complete tasks on time is invaluable for keeping me organized. Additionally, the matters pages and task reminders are features I find incredibly useful. Overall, I really love everything about Clio Manage, and there are countless reasons for my satisfaction. **What do you dislike about Clio Manage?** Nothing! **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage addresses task management issues, providing timely reminders and ensuring tasks are completed on time, which enhances my productivity. ### 41. Powerful Legal Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Clio Manage?** I really appreciate how Clio Manage helps streamlines legal operations. It's reliable and has made a noticeable difference in our day-to-day efficiency. **What do you dislike about Clio Manage?** I do wish features like Clio Grow were more seamlessly integrated. Having to navigate separate platforms for different functions can feel cumbersome and disrupt the workflow. A more unified experience would make an already great tool even better. A preview pane on the documents would be helpful as well. Thanks for continuing to improve the platform! **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps me stay organized, track time, and manage cases efficiently ### 42. Flexible Integration and Customization, but Needs Better Document Uploads **Rating:** 5.0/5.0 stars **Reviewed by:** Allyssa R. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** I like how it provides a seamless platform that we can integrate into every part of our firm. It's great that you can use it as much as you need, so it truly adapts to your specific requirements. **What do you dislike about Clio Manage?** I would like to be able to upload multiple documents at once to the Clio client portal. Additionally, it would be helpful if I could create more than one custom field section. **What problems is Clio Manage solving and how is that benefiting you?** Helps streamline contact with clients and allows us to keep them up to date easily. ### 43. Transition from Time Slips to Clio **Rating:** 5.0/5.0 stars **Reviewed by:** Tom B. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Clio Manage?** I was the Managing Partner of a boutique law firm that purchased a license to Time Slips in the early 2000s. We migrated to Amazon Web Services as a host for our billing program and the iManage document management system (DMS). When Timeslips and iManage stopped supporting individual licenses, we needed to migrate to a new cloud solution. I was very apprehensive about learning a new billing software platform, but I am so glad that I took the risk. It is more stable, intuitive, streamlined, and fun to use. I highly recommend!! The customer support made the data migration painless and without a glitch. It took approximately 30-60 days to fully implement, and the process went smoothly. I use this program every day for most of the day and love the timer, which allows me to record my time accurately and honestly. **What do you dislike about Clio Manage?** Pros: ease of use, ease of migration, ease of integration, cost, quicker pay, and more straightforward reminders to delinquent accounts. Cons: payment processing fees for clients who pay by eCheck or credit card. **What problems is Clio Manage solving and how is that benefiting you?** Month-end billing time consumption - - much faster. Slow-paying clients. ### 44. An Essential Tool for Modern Law Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Clio Manage?** Clio Manage has completely transformed the way our firm operates. From the moment we implemented it, we noticed a significant improvement in our workflow, communication, and overall efficiency. The platform is incredibly intuitive and offers a robust set of features tailored specifically for legal professionals. Time tracking, billing, document management, and client communications are all seamlessly integrated. What used to take hours across multiple systems can now be done in minutes with just a few clicks. Clio’s automation tools—especially for invoicing and reminders—save us time and ensure nothing falls through the cracks. **What do you dislike about Clio Manage?** While Clio offers tiered pricing, many of its most useful features (such as advanced reporting, document automation, or custom fields) are locked behind the upper-tier plans. When you add on Clio Grow for client intake and CRM, the overall cost can be significant. For smaller firms or solo practitioners, this may feel like a hefty investment that doesn't always justify the return. The task and calendar systems are serviceable but feel basic and sometimes disconnected. For example, tasks don’t always sync intuitively with events or matter workflows, and recurring task setup lacks flexibility. This can lead to inefficiencies in complex litigation or transactional practices with multiple moving parts. **What problems is Clio Manage solving and how is that benefiting you?** Problem: Time tracking was inconsistent and billing often delayed, leading to revenue leakage. Solution: Clio allows for real-time time tracking directly within matters or through its mobile app, and seamlessly converts time entries into invoices. Benefit: Billable time capture has significantly improved, invoices go out faster, and collections are more predictable. ### 45. Great for Organization of files! **Rating:** 4.5/5.0 stars **Reviewed by:** Alenna Q. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** That it keeps files organized and it’s easy to use. **What do you dislike about Clio Manage?** That there is no feature to do group text messages (example multiple clients or authorized personnel on a case) **What problems is Clio Manage solving and how is that benefiting you?** Documents go straight to client files, nothing gets lost, no sorting through paperwork ### 46. Efficiency Booster with Essential Customization **Rating:** 4.5/5.0 stars **Reviewed by:** Michael K. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** I really enjoy the evolution of Clio and how it provides everything useful for our practice. The technological advances keep us engaged with the platform. Custom fields, workflows, and stages are particularly useful features that help manage our operations effectively. Clio Manage brings greater efficiency and enhances the quality of our work. **What do you dislike about Clio Manage?** I would appreciate more hands-on training from specialized Clio personnel. **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage provides greater efficiency and improves the quality of work for our practice. ### 47. Clio Manage: Intuitive Integration, but Advanced Features Are Pricey **Rating:** 5.0/5.0 stars **Reviewed by:** Cynthia G. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** Clio Manage connects data across the firm from conflict checking to matter status through billing to be centralized in the matter dashboard. The platform is intuitive and integrates well with existing systems like Microsoft or Google suite. **What do you dislike about Clio Manage?** The cost of the advanced features may be too high for some firms, making them difficult to afford within certain budgets. **What problems is Clio Manage solving and how is that benefiting you?** Clio brings all your data together in one place and makes it accessible from any location with an internet connection. ### 48. Clio Manage is the best case management platform around! **Rating:** 5.0/5.0 stars **Reviewed by:** Kassie H. | Pre-Litigation Paralegal & Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** Clio manage makes running our office so much easier and efficient **What do you dislike about Clio Manage?** The only downfall of manage is that if I receive medical records the follow up task doesn’t automatically delete **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage fixed our organization overall and client case management ### 49. Ideal Solution for Small Legal Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Clem A. **Reviewed Date:** October 17, 2025 **What do you like best about Clio Manage?** {"I appreciate the support provided to help set up Clio Manage, which made the process effortless.","I value the billing process in Clio Manage as it ensures we're connected with the value we provide to clients.","I find the daily use of the billing functionality incredibly beneficial.","I think Clio Manage is already good and wouldn't make any changes."} **What do you dislike about Clio Manage?** Nothing **What problems is Clio Manage solving and how is that benefiting you?** I find Clio Manage greatly enhances our billing process by keeping us connected to the value we provide to clients. ### 50. Awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Maria S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** Being able to have a one stop shop for each individual client. Uploading of documents and the merging of draft **What do you dislike about Clio Manage?** The delay in time and the lack of uploads **What problems is Clio Manage solving and how is that benefiting you?** It helps with having all info coming in from clients ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+16%3A36%3A35+-0500&secure%5Bsession_id%5D=bb7251c3-b88d-4dd4-a495-3ca06f2a36d3&secure%5Btoken%5D=aea4c9876dbbeff7605ee32ded05a7795e20b93734dd1fff83fe51d28db9165d&format=llm_user) ## Clio Manage Integrations - [8am DocketWise](https://www.g2.com/products/8am-docketwise/reviews) - [8am LawPay](https://www.g2.com/products/8am-lawpay/reviews) - 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[LEX Reception](https://www.g2.com/products/lex-reception/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft PowerPoint](https://www.g2.com/products/microsoft-powerpoint/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [NetDocuments](https://www.g2.com/products/netdocuments/reviews) - [PracticeMaster](https://www.g2.com/products/profitsolv-practicemaster/reviews) - [Proof](https://www.g2.com/products/notarize-inc-dba-proof-com-proof/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [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 - 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