I find Clio Manage to be a thousand times more organized and user-friendly than previously used systems like QuickBooks. I love that everything is in one place and accessible anywhere. Some of my favorite features include connecting matters to calendar events, sending appointment reminders to clients, and automatic billing reminders. These features help us complete tasks faster, maximizing our efficiency. Review collected by and hosted on G2.com.

I wish you could still edit the content of an invoice after a client has made a full or partial payment. There have been times there was a description error on the invoice, but the client paid it before we caught it. Once there is a payment, you cannot edit, therefore we could never correct the error. We use it along with QuickBooks, and the integration is not the best. Review collected by and hosted on G2.com.

I really like the billing part of Clio Manage. It's great because it's easy and fast, and using it has been hassle-free. I can quickly add multiple items to a bill instead of doing it one by one, which makes creating a bill much quicker. It also gives me a broader perspective of the funds in trust versus the operating account, and it helps notify clients when their trust account needs replenishing. Review collected by and hosted on G2.com.

Sometimes Clio Manage made it hard to reconcile old accounts. The initial setup was not easy because we had to pull all the information from the other program to Clio and had to start all over again. Review collected by and hosted on G2.com.

Clio Manage is always one step ahead and I love that it suggests actions for you. From a matter update to extracting dates and calendaring. This saves me so much time! it's easy to chat with, allows you to correct it but it also learns from your behavior which minimizes the model training. Review collected by and hosted on G2.com.

It doesn't recognize whether the file labeled as PDF is not a PDF because its an image saved over and over. So it has you guessing as to why you cannot extract the exact dates fir what you're looking for. Review collected by and hosted on G2.com.

With Clio, I’m able to run my law firm from anywhere in the world. I can easily access file information and keep track of communications in one place. My clients also appreciate being able to upload documents and chat with me whenever it’s convenient for them, whether they’re using the Text tool or the Portal tool. Review collected by and hosted on G2.com.

I wish the AI feature weren’t an extra expense. I’d really like to try it out, but 14 days just isn’t enough time for me to decide whether it’s worth it or not. Review collected by and hosted on G2.com.

Clio Manage is a one-stop shop for all of our case data. My firm handles bankruptcy only, and the volume of documents we need from clients is enormous. Clio Manage makes it easy to save and organize documents in a format that’s customizable to what we need for each case. I also love the Outlook Add-in—it makes billing for emails and saving them a breeze. Review collected by and hosted on G2.com.

I find it frustrating that the Outlook Add-in crashes often, and that Clio Drive sometimes disappears from File Explorer. Review collected by and hosted on G2.com.

I find everything with Clio Manage is relatively easy to use. The files export to PDF, and since I know how to edit PDFs pretty well, it makes things easy for me to create customized bills while still having a streamlined and structured process. Review collected by and hosted on G2.com.

There are a couple of areas where the software could use further development. It would be nice to have exports to Word or a better interface with respect to the templates offered. There aren't too many templates that allow for much variability. Also, the matter we number system is a bit tedious to use, and there is no easy way to bill multiple clients splitting costs on one matter easily. Review collected by and hosted on G2.com.

I like that Clio Manage is cloud-based, as it's easily accessible online regardless of location, which allows me to serve my modern client base effectively. The free Clio for Clients app and online portal is also great because it helps streamline client communication, updates on matter progress, the billing and payment process, and secure file sharing. The new conflict checking system is a welcomed addition and it works very well. The QBO integration is great for my accountant and bookkeeper since it allows them to keep the book and taxes current without access to the sensitive information in Clio. Review collected by and hosted on G2.com.

The Clio for Lawyers app could be improved. Its features are limited, so I have to use my laptop to do anything meaningful. I also wish the document management system and the Gmail app integration worked better. The Gmail connectivity is slow and the email-linking process is manual so it's time-consuming to save emails and attachments to matters in Clio. This process should be automated once a matter is connected to an email file in Gmail. As a Canadian practice, Clio is competitive with similar products in the market, but the recent price increase is difficult to justify since many of Clio's products aren't available to Canadian customers. Review collected by and hosted on G2.com.

Clio allows us to streamline a lot of the communications process, whether it is trust account replenishments, billing, or past due reminders. We are also able to receive payments through clio pay that will automatically apply payments to bills when payments come in. Review collected by and hosted on G2.com.

Clio has a lot to offer, but some of the down sides of Clio are their reporting features. They are not detailed enough and the ones that they do have, don't have the data you actually need. Their custom reports ssection, with is in their beta testing right now, is too confusing and doesn't always allow you to pick and choose what you actually want to see. Review collected by and hosted on G2.com.

I use Clio Manage as a practice management software for our Personal Injury and Family Law practice. I really like how it integrates with Clio Grow. It has an intuitive nature and keeps all information well organized. I find it convenient that I can move clients from Clio Grow to Clio Manage with a simple click, keeping all the information in one place. The initial setup of Clio Manage was very easy. Review collected by and hosted on G2.com.

Sometimes there are issues syncing contacts from Clio Grow to Clio Manage. The sync creates duplicate contacts. Review collected by and hosted on G2.com.

I am very glad I chose Clio Manage over some competitors. I appreciate how Clio Manage synchronizes with Clio Grow, Clio Works, and Clio Draft, making it a single platform for dealing with intake and managing clients. The integration of billing functions, management of communications and emails through Clio, and its comprehensive system are features I like. The AI functions have been surprisingly good compared to others. Overall, it's been very helpful for my operations, and I find it more beneficial the more I use it. I would highly recommend Clio Manage to any other startup law firm, especially considering the reasonable price. Review collected by and hosted on G2.com.

I would say the Clio Manage billing is not always very intuitive. It seems like it could use some video functionality or just some ways to make it a little more user-friendly. I can't say I'm the best accountant, but it just doesn't seem very intuitive. And I think that's one of the hardest parts of using any accounting system. That's not just a criticism of Clio Manage's billing functions, but in general, I find billing to be difficult. The initial setup was very difficult. It's just overwhelming how complex of a program it is. It's got a huge learning curve. Review collected by and hosted on G2.com.