--- 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: '2026-08-11' parent\_category: name: Legal url: https://www.g2.com/categories/legal --- ### Clio Manage Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find Clio Manage to be **incredibly easy to use** , enjoying its organized, centralized case management features. [(193 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1065187&qs=pros-and-cons#reviews) Users value the **centralized document organization** in Clio Manage, streamlining case management and enhancing efficiency. [(90 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1063848&qs=pros-and-cons#reviews) Users value the **efficiency** of Clio Manage for centralizing case information and streamlining operations effectively. [(89 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062302&qs=pros-and-cons#reviews) Users appreciate the **efficient billing automation** of Clio Manage, which streamlines processes and saves valuable time. [(85 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062507&qs=pros-and-cons#reviews) Users appreciate the **intuitive interface** and **seamless integrations** that enhance their firm’s operational efficiency. [(82 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062699&qs=pros-and-cons#reviews) Users express concerns about **missing features** , particularly the lack of case tracking and clear billing navigation in Clio Manage. [(87 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1063339&qs=pros-and-cons#reviews) Users note the **limitations in custom solutions** with Clio Manage, requiring third-party tools for specialized needs. [(50 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062971&qs=pros-and-cons#reviews) Users find that **document management is Clio Manage's weakest element** , affecting workflow and efficiency in their practice. [(46 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1064756&qs=pros-and-cons#reviews) Users often face **billing issues** with Clio Manage, struggling with customer support and unresolved payment concerns. [(35 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1061920&qs=pros-and-cons#reviews) Users find the **lack of customization** in Clio Manage limits its effectiveness for diverse legal organizations beyond law firms. [(34 mentions)](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062319&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Clio Manage ##### 1. Ease of Use Users find Clio Manage to be **incredibly easy to use** , enjoying its organized, centralized case management features. [ See 193 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1065187&qs=pros-and-cons#reviews) See Related User Reviews ![Jessica Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica Z.") JZ Jessica Z. Small-Business (50 or fewer emp.) 5.0/5 "Streamlines My Day" What do you like about Clio Manage? Streamlines my day so that I can easily assign tasks to others, know what tasks I need to complete, communicate with clients, and manage documents ![Morgan P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morgan P.") MP Morgan P. Small-Business (50 or fewer emp.) 5.0/5 "You wont regret trying out Clio!" What do you like about Clio Manage? The best part about Clio manage is that it has been so simple to use. Our office was able to get up and runniung very quickly, the customer support is ##### 2. Document Management Users value the **centralized document organization** in Clio Manage, streamlining case management and enhancing efficiency. [ See 90 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1063848&qs=pros-and-cons#reviews) See Related User Reviews ![Jessica Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica Z.") JZ Jessica Z. Small-Business (50 or fewer emp.) 5.0/5 "Streamlines My Day" What do you like about Clio Manage? Streamlines my day so that I can easily assign tasks to others, know what tasks I need to complete, communicate with clients, and manage documents ![Galen C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Galen C.") GC Galen C. Small-Business (50 or fewer emp.) 5.0/5 "Essential for Solo Law Practitioners" What do you like about Clio Manage? I find Clio Manage very helpful for keeping my law practice organized, especially since it maintains a continuous list of contacts, which is convenien ##### 3. Efficiency Users value the **efficiency** of Clio Manage for centralizing case information and streamlining operations effectively. [ See 89 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062302&qs=pros-and-cons#reviews) See Related User Reviews ![Jordan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan C.") JC Jordan C. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Firm Operations with Clio Manage" What do you like about Clio Manage? I love the automations in Clio Manage that save me tons and tons of time. They save me time such that Clio pays for itself. I also love its intuitive ![Elizabeth B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elizabeth B.") EB Elizabeth B. Mid-Market (51-1000 emp.) 4.0/5 "Streamlined Billing, Needs Better Onboarding" What do you like about Clio Manage? I appreciate the extensive features that Clio Manage offers, which are incredibly useful for our firm. Their customer support was invaluable during th ##### 4. Billing Users appreciate the **efficient billing automation** of Clio Manage, which streamlines processes and saves valuable time. [ See 85 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062507&qs=pros-and-cons#reviews) See Related User Reviews ![Elizabeth B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elizabeth B.") EB Elizabeth B. Mid-Market (51-1000 emp.) 4.0/5 "Streamlined Billing, Needs Better Onboarding" What do you like about Clio Manage? I appreciate the extensive features that Clio Manage offers, which are incredibly useful for our firm. Their customer support was invaluable during th ![Galen C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Galen C.") GC Galen C. Small-Business (50 or fewer emp.) 5.0/5 "Essential for Solo Law Practitioners" What do you like about Clio Manage? I find Clio Manage very helpful for keeping my law practice organized, especially since it maintains a continuous list of contacts, which is convenien ##### 5. Features Users appreciate the **intuitive interface** and **seamless integrations** that enhance their firm’s operational efficiency. [ See 82 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062699&qs=pros-and-cons#reviews) See Related User Reviews ![Elizabeth B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elizabeth B.") EB Elizabeth B. Mid-Market (51-1000 emp.) 4.0/5 "Streamlined Billing, Needs Better Onboarding" What do you like about Clio Manage? I appreciate the extensive features that Clio Manage offers, which are incredibly useful for our firm. Their customer support was invaluable during th ![Galen C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Galen C.") GC Galen C. Small-Business (50 or fewer emp.) 5.0/5 "Essential for Solo Law Practitioners" What do you like about Clio Manage? I find Clio Manage very helpful for keeping my law practice organized, especially since it maintains a continuous list of contacts, which is convenien ### 5 Cons or Disadvantages of Clio Manage ##### 1. Missing Features Users express concerns about **missing features** , particularly the lack of case tracking and clear billing navigation in Clio Manage. [ See 87 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1063339&qs=pros-and-cons#reviews) See Related User Reviews ![Jessica Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica Z.") JZ Jessica Z. Small-Business (50 or fewer emp.) 5.0/5 "Streamlines My Day" What do you dislike about Clio Manage? I wish the splitting invoice feature allowed you to pay from retainer automatically and that the portal allowed you to put an out of office message up ![Morgan P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morgan P.") MP Morgan P. Small-Business (50 or fewer emp.) 5.0/5 "You wont regret trying out Clio!" What do you dislike about Clio Manage? One thing I would love to see Clio add is the ability to write cheques in the program rather than having to do it in an external program. ##### 2. Limitations Users note the **limitations in custom solutions** with Clio Manage, requiring third-party tools for specialized needs. [ See 50 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062971&qs=pros-and-cons#reviews) See Related User Reviews TS Thad S. Small-Business (50 or fewer emp.) 3.0/5 "Clio Ignores Fixing Clunky Features While Rolling out Expensive Ones at an Additional Cost" What do you dislike about Clio Manage? Clio's competitors outperform Clio in terms of important features and making those features work properly. When we request for Clio to fix clunky part ![Chie N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chie N.") CN Chie N. Small-Business (50 or fewer emp.) 4.0/5 "Clio Gets Easier with Use, But Needs Bulk Activity Feature" What do you dislike about Clio Manage? I cannot make bulk activities so I have to duplicate to créate same activities. ##### 3. Document Management Users find that **document management is Clio Manage's weakest element** , affecting workflow and efficiency in their practice. [ See 46 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1064756&qs=pros-and-cons#reviews) See Related User Reviews ![Jessica Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica Z.") JZ Jessica Z. Small-Business (50 or fewer emp.) 5.0/5 "Streamlines My Day" What do you dislike about Clio Manage? I wish the splitting invoice feature allowed you to pay from retainer automatically and that the portal allowed you to put an out of office message up ![Elizabeth B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elizabeth B.") EB Elizabeth B. Mid-Market (51-1000 emp.) 4.0/5 "Streamlined Billing, Needs Better Onboarding" What do you dislike about Clio Manage? I found the initial setup of Clio Manage to be a bit challenging. Migrating all our information to the new system took quite some time, and some of ou ##### 4. Billing Issues Users often face **billing issues** with Clio Manage, struggling with customer support and unresolved payment concerns. [ See 35 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1061920&qs=pros-and-cons#reviews) See Related User Reviews ![Jessica Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica Z.") JZ Jessica Z. Small-Business (50 or fewer emp.) 5.0/5 "Streamlines My Day" What do you dislike about Clio Manage? I wish the splitting invoice feature allowed you to pay from retainer automatically and that the portal allowed you to put an out of office message up ![Jade S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jade S.") JS Jade S. Small-Business (50 or fewer emp.) 5.0/5 "We Love CLIO" What do you dislike about Clio Manage? The only downside is that I wish there were more billing status options. ##### 5. Lack of Customization Users find the **lack of customization** in Clio Manage limits its effectiveness for diverse legal organizations beyond law firms. [ See 34 mentions ](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062319&qs=pros-and-cons#reviews) See Related User Reviews ![Jordan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan C.") JC Jordan C. Small-Business (50 or fewer emp.) 5.0/5 "Streamlined Firm Operations with Clio Manage" What do you dislike about Clio Manage? I have a lot of older and blue-collar clients. Some of them struggle with the client-facing side of Clio Manage. It would be nice if the client-facing ![Josue C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Josue C.") JC Josue C. 4.5/5 "Comprehensive Legal Management with Stellar Cloud Accessibility" What do you dislike about Clio Manage? I find it challenging that setting up Clio Manage requires a substantial amount of preliminary data entry work. While the initial setup isn’t difficul ![Rachel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel S.") RS Rachel S. Principal Lawyer & Owner Small-Business (50 or fewer emp.) 4/30/2026 "Easy Billing, Simple Docketing, and a Helpful Client Portal" 4/5 What do you like best about Clio Manage? Clio makes it really easy for me to bill my clients and get paid. I also really like how simple it is to docket, which used to be a huge pain point for me. The client portal is especially helpful, since I absolutely hate email. Review collected by and hosted on G2.com. What do you dislike about Clio Manage? My prior practice management had a very robust accounting software built in, and Clio doesn't have that. I have to pay for a separate accounting product, which kind of duplicates the work a little, so that's not great. Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? Clio helps me get paid. Clio helps me track my work. I think possibly the greatest asset is that it allows me to properly track my time and makes it easy to get emails in there. It does work with some other tools and has some decent, quite a big library of integrations. You can also build your own integration, so that's very helpful. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Marla M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marla M.") MM Marla M. General Manager Finance Administration Small-Business (50 or fewer emp.) 4/17/2026 "User-Friendly, Searchable, and a Game-Changer for Remote Work" 5/5 What do you like best about Clio Manage? Clio has a user-friendly interface, hyperlinked data and features so that you can easily navigate through the platform's different areas. While some other law firm CMS platforms struggle to make so much data digestible, Clio's layout and deeply-integrated search field allow you to search contacts, matters, and files to find what you need quickly. Being cloud based has been a game changer for working remotely and often collaborating with a firm where people aren’t always physically in the same place. other, add notes, send tasks, view schedules etc. and the different log options ensure we know what has been done and when. Having all this in one place also saves a lot of time. Review collected by and hosted on G2.com. What do you dislike about Clio Manage? Being cloud based has been a game changer for working remotely and often collaborating with a firm where people aren’t always physically in the same place. Though it sucks to have such easy access from vacation- because we ALL do it..lol.. Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? For capturing costs, tracking liens and creating Client Distribution Statements Clio has been excellent and we’ve increased our cost collections by at LEAST 15% (by not losing records/liens, etc) Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Lcda. Kritzia M. L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lcda. Kritzia M. L.") LL Lcda. Kritzia M. L. Attorney Small-Business (50 or fewer emp.) 4/14/2026 "A Game-Changer for Solo Practitioners" 5/5 What do you like best about Clio Manage? I love that Clio Manage has been a game changer for my practice since subscribing, allowing me to structure my case management in a sustainable way. I appreciate the integration with Clio Pay, which has elicited great responses from my clients. Streamlining communication through one hub with the Gmail add-on and keeping track of communications is a feature I find really useful. The Zoom add-on is great for meeting setups and automatically generating links. I love the ability to accurately record billable time and expenses and to keep track of bills. I also find Clio Manage so beneficial that I've hosted Zooms with other attorneys to share my positive experiences. Review collected by and hosted on G2.com. What do you dislike about Clio Manage? I need to dedicate more time to learn all the capabilities of the platform to better decide a downfall. I am aware I am not taking full advantage Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? I use Clio Manage to streamline case management, communication, and billing. It centralizes communication, integrates with Gmail and Zoom, and simplifies tracking billable hours and expenses. Previously, manual updates on Excel were time-consuming. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Stephanie M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephanie M.") SM Stephanie M. Attorney Small-Business (50 or fewer emp.) 4/15/2026 "Intuitive, Ready-to-Go Practice Management with Time-Saving Billing and Payments" 5/5 What do you like best about Clio Manage? Clio is intuitive, logical, and constantly improving with new features. I liked that there was an easy learning curve and that the software is ready to go immediately with very little setup required. The integrated billing and payments are a huge time saver. Clio does the work of multiple other solutions. It integrates well with Docketwise (which we need for immigration-specific tasks). It has very little downtime and the customer service is excellent, although the recent transfer to AI agents hasn't been ideal. Overall, it is an excellent value for the price. Review collected by and hosted on G2.com. What do you dislike about Clio Manage? Clio used to have excellent human customer service, and they have recently transferred to AI chat which just isn't as helpful. You can still get to a human, it just takes longer. Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? When I started my firm, practice management software was the first thing I got. I am very glad that Clio has been an ideal solution from my initial starting phase up to growing my firm to have multiple employees. Clio keeps all our data organized. The "matter stages" feature provides a visual representation of the progress of all of our cases. It generates documents for us from templates, saving tons of time. It has also been excellent for time tracking, billing, invoicing, and collecting payments. Automated reminders and payment plans help us get paid more quickly and efficiently Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite BR Ben R. Business Office Manager Small-Business (50 or fewer emp.) 4/1/2026 "Streamlined Firm Operations, Needs Refinement in Billing" 4/5 What do you like best about Clio Manage? I use Clio Manage for billing, reconciliations, scheduling, and both internal and external messaging in our accounting office. It really helps us by improving communication, document collection, and organization while simplifying and streamlining billing and invoicing. I really like Clio Payments, the client portal, and internal communications features. The client portal makes it very easy to communicate with clients, and Clio Payments ensures billing accuracy and timeliness while providing strong record keeping. Review collected by and hosted on G2.com. What do you dislike about Clio Manage? I find it frustrating that you can't mark both internal and external messages as unread. We've had trouble with processing refunds and connecting them with QBO, even after six months. The billing process could be more streamlined; having to go into each bill to charge a card and then send a receipt is a hassle since Clio doesn't have a proper receipt feature, only an invoice. It's confusing that payments still show as unpaid until they've cleared, even when a credit card has been charged. If other businesses can issue a receipt before payment clears, we should be able to do the same and see which payments have been authorized. Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? Clio Manage improves communication, document organization, and streamlines billing. Clio Payments ensures billing accuracy and strong record-keeping, while the client portal makes client communication easy. Review collected by and hosted on G2.com. Show More 4/14/2026 Current UserValidated ReviewerSource: Seller invite ![Lauren N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren N.") LN Lauren N. Paralegal Small-Business (50 or fewer emp.) 4/13/2026 "Clean UI, Smooth Integrations, and Efficient Clio for Co-Counsel" 4/5 What do you like best about Clio Manage? The UI is simple, organized and clean. Integrations, such as payments, are smooth. Performance would earn an A-, with the only downside being the comparably long upload time for large files. ROI = satisfactory. Haven't yet spoken with customer support , but have heard they are quick and efficient. No experience with the AI yet. Clio for co-counsel is a very nifty feature and makes sharing files extremely easy. Review collected by and hosted on G2.com. What do you dislike about Clio Manage? a) the slow upload speed for larger files; b) if you could double-click or click an edit icon next to each aspect of a matter that would help out with efficiency; c) the short period allowed to clients to set up their client portal from the e-mail once a folder is shared; d) unable to organize matters by special categories even though the data are uniform dates Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? I appreciate Clio's activity/time-logging system—clean, easy, efficient, much nicer than paper or an excel spreadsheet. The ability to text clients from our firm number on the desktop computer is quite nice. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite JN Jaime N. Assistant Executive Director Small-Business (50 or fewer emp.) 4/13/2026 "Organized, Fast Billing, and Seamless Outlook Integration" 5/5 What do you like best about Clio Manage? I love how organized it is, and I really appreciate that it cut our billing time down from a whole day to barely two hours. It’s been a great resource for us, especially because the search works so well. I also love that I can integrate it with Outlook. The price isn’t too crazy expensive, and their support team is super responsive whenever we need help. Review collected by and hosted on G2.com. What do you dislike about Clio Manage? You can’t save multiple emails in one go without it automatically billing for each email (and if there’s a way around that, please tell me!). Also, your reports aren’t our favorite, but they work well enough for what we need. Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? It is easy to use. We have a few people in the office that aren't super technology savvy, but they are able to use it without issues. We're able to see notes, communications, etc. because they are easily able to use the program. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Kristi P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kristi P.") KP Kristi P. Business Owner Small-Business (50 or fewer emp.) 4/10/2026 "Clio’s All-in-One Platform Makes Client Communication and Cloud Storage Easy" 5/5 What do you like best about Clio Manage? I love that everything exists all in one platform. I can communicate with clients through text and email, and also set up a chat function where they can more easily share documents with me. I also find it super easy to store my client materials with easy cloud access from any device. I love the all-in-one model - I don't have to keep track of several softwares, just Clio. Review collected by and hosted on G2.com. What do you dislike about Clio Manage? I wish I could connect more than one calendar to Clio Manage. I can only connect the calendar account that associated with the gmail I used to set up my Clio account, but I have several calendars that I manage across my business, but also across my volunteer organizations. It's hard for folks to schedule meetings with me through Clio Manage because if I forget to copy an event into my consulting gmail, my Clio scheduler will show I'm av available when I'm really not. It would be nice to be able to sync multiple calendars into Clio Manage to save me some time. Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? File management and client communications. I can send and receive files easily, but also send my "normal" documentation to new clients such as intake forms and agreements. Clio Manage makes this very easy and allows me to more efficiently communicate with my clients without losing emails or forgetting where I saved a file. Clio Manage will back everything up for me automatically and is extremely efficient in that performance. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite AS Amanda S. Paralegal Small-Business (50 or fewer emp.) 4/9/2026 "All-in-One, Easy-to-Learn Practice Management With Seamless Integrations" 5/5 What do you like best about Clio Manage? Clio Manage offers everything all in one place! From our calendar to our contacts and everything in between there is no better system I have used. The ease of learning and using is unheard of! It offers a number of ways to do the same task making it easy for every type of learner to understand! It integrates fantastically with other programs like Microsoft Word of Adobe for PDFs. I love that I can literally just drag and drop items in. I can add time to be billed with one click once a document is placed in the file. Review collected by and hosted on G2.com. What do you dislike about Clio Manage? I do not like that when adding a related contact to a matter, if that contact is not already in the system you have to add later. I wish that you could just click "add contact" and it could reroute you temporarily. Sometimes I do not remember to add the new contacts before creating the matter and have to go back in. Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? Time management. The calendar is user friendly and quickly links the matter to the date and then allows me to notify the client and remind them of said date/time. I also just love that everything for client is in one place at your fingertips whether it be current or past matters. Everything is easy to find with one quick search within Clio. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Seller invite ![Sammantha B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sammantha B.") SB Sammantha B. Receptionist Small-Business (50 or fewer emp.) 4/8/2026 "Clear, Informative Dashboard That Makes File Progress Easy to Track" 4/5 What do you like best about Clio Manage? I enjoy being able to look at the progress of a file, and the ability to see almost all the information that I need on their dashboard Review collected by and hosted on G2.com. What do you dislike about Clio Manage? I wish that for clients that are existing clients that we had a way to send them intake forms through Clio Manage as well as Grow. We have some clients who are returning that have not had a recent relationship with anyone in our office, which already has a client file but we cannot send them an intake form like Grow does without adding them to grow, or adding the option to add not just an existing contact and being able to add their "Current" file to Grow would be beneficial. Review collected by and hosted on G2.com. What problems is Clio Manage solving and how is that benefiting you? They added the new feature that allows us to add additional clients, however, one thing that I would like to see if Clio Grow would be more like Clio Manage when it comes to communications since alot of our PNC's we call them - needs a phone log, email log, etc. Also, I would like to see the newest feature where you can add 11 clients but if we can have it set up for at least two clients to default. Specifically, for our estate planning married couples this would be beneficial. Review collected by and hosted on G2.com. 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