I use Clio Manage for litigation cases, and I like how efficient it is. I can work well with my coworkers to keep all of our documents organized and all of us on the same page. It makes the intake process very quick, easy, and user-friendly for our whole team. We've been using the internal messaging option a lot, and the client portal helps us see the documents that clients have uploaded, which keeps us on task. Review collected by and hosted on G2.com.

None Review collected by and hosted on G2.com.

I appreciate how easy Clio Manage is and that it doesn't require a lot of effort to perform multiple things. It's easy to keep track of time, tasks, and make comments quickly. I find the task management useful, especially since I'm disorganized, and Clio Manage helps me ensure I don't lose track of deadlines, responsibilities, or other things. The initial setup was also easy. Review collected by and hosted on G2.com.

Better calendar. Smart feature of making sure you don't schedule PM hearings. Organization by calendar type - meeting vs. hearing vs. deadline. Review collected by and hosted on G2.com.

I like the secure client portal for sharing documents with sensitive information. Calendaring is helpful, and it's great to recently learn that you can add multiple contacts as clients, which will be a big help. The initial setup was fairly easy. Review collected by and hosted on G2.com.

Clients face lots of issues with accessing the portal as well as accessing the documents shared through it. When a document is fillable, clients try completing it in the portal, but it does not save what they entered. Review collected by and hosted on G2.com.

We use Clio Manage for streamlining forms and filling out information for all the cases we work on at the firm. It saves time by auto-populating details across all forms and streamlines e-signing, which is a big help. We find it easy to use, fast, and simple. Clio Manage is just a great platform overall and helps us handle all the court forms necessary for our cases across California. The initial setup was super easy, and we are very satisfied with how it supports our legal operations. Review collected by and hosted on G2.com.

Nothing to dislike Review collected by and hosted on G2.com.

I like that Clio Manage is user-friendly. It is easy to have multiple matters open for a single client and send a bill for just one matter or all. I enjoy the dashboard when you log in where you can set targets and see the analytics for a set period of time. The initial setup was very easy, and Clio provided one-on-one trainings and videos. Review collected by and hosted on G2.com.

I think the settings tab could be improved. It is a bit overwhelming trying to find where to go in the settings to find something. Review collected by and hosted on G2.com.

The user interface is extremely easy to manage as a solo practitioner. The automated billing features save me so much time! Review collected by and hosted on G2.com.

The software can be glitchy or slow on occasion, but they are great about giving you a pop-up notice signaling that they are working on any bugs. Review collected by and hosted on G2.com.

Quick onboarding for essential functions, like setting up payments and initial priority contacts and matters. Review collected by and hosted on G2.com.

The Grow integration still has some room for improvement so it can operate more seamlessly across front-end marketing and intake processes through to client onboarding and management through resolution. Review collected by and hosted on G2.com.

I find Clio Manage intuitive to use, which makes it easy for our team to navigate. I also like the new feature that allows for multiple sales tax rates as we practice in multiple provinces; it really saves us a headache from a bookkeeping perspective. Additionally, the initial setup of Clio Manage was very easy for us. Review collected by and hosted on G2.com.

I think Clio Manage could improve its email integration. It would be great to have something similar to CosmoLex's feature that automatically saves incoming and outgoing emails. Review collected by and hosted on G2.com.

I like how easily accessible all the matter files are, and how simple it is for me to log my time and track how much time I’ve put in using the date filters along with the matter filters. Review collected by and hosted on G2.com.

I don’t like that, for each matter, if I want to search for something inside a document, I can only do it when I’m searching a specific document. I’d like Clio to be able to read all the documents in the file so I can find things much quicker. Review collected by and hosted on G2.com.

I like that Clio Manage is a one-stop shop for case management as it has everything I need. The document search tool is also great because it makes it easy to find form documents and saves time since we're not reinventing the wheel. It's easy to enter my time and expenses, which is super helpful, and the initial setup was super easy for us. Review collected by and hosted on G2.com.

Sometimes the add-on feature in Outlook for saving emails to matters isn't the most user-friendly. The way it is integrated into Outlook isn't the easiest to navigate. Review collected by and hosted on G2.com.