I work for a law firm, and we use Clio Manage to store our files and keep track of our billing. I like that Clio Manage is easy to navigate through and keeps good track of billing. I also enjoy the way documents are easily accessible. Review collected by and hosted on G2.com.

Very rarely, if I am on a matter and I try to look through a different matter, the new matter will show the previous documents of the first matter I was on. It gets confusing because I don't notice it right away. Review collected by and hosted on G2.com.

I like Clio Manage because it's simple, web-based, and easy to use. I appreciate that it keeps everything in one place and helps us all keep track of things. The matter management tools are great for keeping the firm organized and maintaining all case information in one place, reducing the risk of missed deadlines or documents. The timekeeping tools ensure accurate billing, support fee petitions and lodestar submissions, and allow us to track productivity and workload. These tools create transparency for compensation and bonus calculations, improve efficiency, and reduce administrative friction. They also protect the firm during audits, disputes, or court reviews and support long-term growth and accountability. Overall, it's a great internal case and customer management system for timekeeping, billing, and task management. Review collected by and hosted on G2.com.

I wish there were more options to customize our Clio Manage. Review collected by and hosted on G2.com.

I like the calendaring aspect of Clio Manage because of the court rules that we can choose. We can even drill down and choose a specific judge in federal court for their local rules, which is really handy. For our state court stuff, it goes by county, and that's absolutely perfect. It gives us the ability to catch all of the deadlines for any given court. Review collected by and hosted on G2.com.

The document storage could definitely be improved. The Clio Drive is a little bit clunky. It's not very intuitive, and I've tried connecting Microsoft OneDrive to Clio, but it doesn't give us exactly what we need. It's an aspect of Clio that I won't use because it is just not where it's supposed to be. Just yet. Review collected by and hosted on G2.com.

I use Clio Manage for all of our client matters, and I find the client portal so helpful, especially with sensitive information. It feels like a must-use for us rather than emailing and texting clients. I love the calendar feature as it keeps our firm on the same page, while tasks have made organizing work so much easier by connecting directly to the client's matter. Clio Manage is easy to use and serves as an all-in-one platform, allowing me to keep track of time, to-do lists, messages, and mark important events on the calendar. I don't need separate systems like Outlook or Teams because everything is accessible in one place with Clio Manage. The initial setup was also quite easy, thanks to the help I received and the webinars that help me stay updated. Review collected by and hosted on G2.com.

I would like to better understand the client portal, it would be great if we could schedule zoom calls with the client & have them be through the portal. Review collected by and hosted on G2.com.

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 nature, which makes it extremely easy for me to teach new employees. The setup was really easy, and their onboarding team was incredible to work with. Clio is completely essential for running the back end of my entire firm and ensuring we have access to information everywhere. It solves the problem of access to information for our staff, attorneys, and clients and streamlines and automates processes for us. We were able to reduce our communication with clients by automatically sending them information based on the status of their case. I also use Clio Manage with a lot of other tools including vLex/Vincent AI, Case Status, and Zapier. Clio is a much better tool than what we previously used, Time Matters, and I consider it the best tool out there. Review collected by and hosted on G2.com.

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 tools were easier to use and could be branded with our firm's branding. Review collected by and hosted on G2.com.

The client portal messaging feature is a great way to keep all communications in one place, and gives our clients an easy way to share large files/documents with our team. Review collected by and hosted on G2.com.

I wish there was a way to duplicate activities in bulk. For instance, I have a weekly meeting with my paralegal to go over the status of all my matters. When we track our time for those meetings, it would be a massive time saver if one of us could track our time by adding an activity for each matter we discussed, and then the other could "select all", "duplicate", and revise the activity descriptions accordingly. Review collected by and hosted on G2.com.

I love the task feature of Clio Manage because it helps us stay organized, see deadlines at a high level, and keep us on track. It allows us to quickly review each other's task lists to understand capacity, see what is needed if someone is out of the office, and keeps us organized by showing tasks by case. Review collected by and hosted on G2.com.

There are quite a few. Firstly, the calendar system could be much better. It doesn't come up with a pop-up if there is double-booking, we can't have specific conference rooms to book and we can't bulk-delete. For documents, it would be nice if there was a way to preview documents without opening it, and the report function often seems to not work or not work the way we want. I wish the user permissions was more customizable but we can't just turn off certain things without other things being effected. Review collected by and hosted on G2.com.

I really appreciate Clio Manage for its ability to let us collaborate on projects and keep all of our case information together, even when working remotely. It's particularly great because I can work alongside my legal assistant and paralegal effortlessly. The app's accessibility on my phone in addition to my laptop and office desktop is something I like a lot—it makes things easy. Having the capability to look up client information in real time, even when I'm out of the office, is incredibly useful. I also value that I can print documents from different locations. Plus, it's fantastic for clients because we can automate so much, which truly helps a lot. One thing I like most is that Clio Manage has been steadily improving over time, often adding features we request, like streamlining and making things more automated, which they have been actively working on. Review collected by and hosted on G2.com.

Building out some of the custom fields was the most challenging part. Review collected by and hosted on G2.com.

I use Clio Manage to manage the law firm's clients and billing, and I appreciate how it made our billing process easier. I like the billing function, especially the automation of being able to directly send invoices to clients. Being able to search for client-related records adds to the ease of use. The initial setup of Clio Manage was fairly easy once we were able to map features. Review collected by and hosted on G2.com.

I'm disappointed that feature requests never seem to go anywhere. I believe we've been with Clio for approximately 7 years and not a single feature improvement I've requested has been addressed. Regarding Client portals, it would be ideal if we could choose the matters included in the portal. Currently a client portal is for a singular matter, which is ineffective when a client has multiple matters and we need to communicate with the same people for all matters, and not just one. We eliminated the O365 integration because it was causing issues on the outlook side. It was helpful to be able to log emails in Clio etc. but the integration was glitchy. It feels like Clio prioritized expanding into new features rather than addressing the issues that needed fine tuning- so profit first-. Review collected by and hosted on G2.com.

What I like best about Clio Manage is how it keeps everything organized in one place. It makes it easy to track deadlines, manage documents, and communicate with clients without having to switch between multiple platforms. Having all case information tied to each matter helps me stay efficient and ensures nothing gets overlooked. Review collected by and hosted on G2.com.

What I dislike about Clio Manage is that some features can take a little time to get used to, and certain tasks, like navigating between matters or generating documents, could be more streamlined. Additionally, having more flexibility with customization, especially for reports and workflows, would make it even more efficient for our needs. Review collected by and hosted on G2.com.