I like that Clio Manage is easy to use but still powerful. It's very easy to learn the basics of navigation and input, and new employees can be trained on the platform quickly. The platform is powerful enough to handle the needs of the decision makers, allowing our business manager and executive team to run custom scripts, reports, and automations. It's great that the platform can accommodate both the needs of staff attorneys for task management and the demands of the management team for custom scripts and automated workflows. It's amazing that one platform is so user-friendly yet capable of handling complex needs. Review collected by and hosted on G2.com.

It can be slow. It keeps asking if I want to use AI, and the prompts are intrusive. The matter categories, matter stages tracking thing is cumbersome and requires weekly meetings to maintain. The fact that I know there is data on the platform that I can't get put onto a report, how hard is it to make a report that shows me all open matters, the last activity input, the date of the last activity, the last bill date, the trust balance, the matter balance. I can get all that info in Manage - last activity isn't available and last activity date is wonky as hell as you have to put in a date range - last... the range is last! The initial setup was terrible and took months to clean up the data migration. Review collected by and hosted on G2.com.

I find Clio Manage to be a great tool for all practice areas, which helps us stay organized and allows us to assess matters within minutes. I particularly appreciate the ability to communicate with clients via client portals and the seamless document management it provides, especially for estate administration and Medicaid files. The initial setup was great as well, with a team assisting us in integrating it. Review collected by and hosted on G2.com.

I think there could be a better way to link Clio Grow prospective clients to our billing in Clio Manage without creating a matter in Manage. Right now, if we don't convert a Grow file into a client matter, it creates a new file folder when they come into the office. Review collected by and hosted on G2.com.

I like that Clio Manage retains version history when editing Word documents. It allows me to easily access prior versions instead of having to dig through old emails circulating prior drafts. Review collected by and hosted on G2.com.

I wish there were a standalone and simple desktop app for time tracking. I find tracking time on the browser to be finicky and the UI can be slow. It's particularly problematic when I want to have multiple pages open on Clio Manage at once. I also wish it functioned more like the Google Drive app, where I can save downloaded or new documents that I'm working on locally directly to the appropriate folder of the Clio Drive, without the added steps of navigating to a folder on the Clio browser and uploading them there. Review collected by and hosted on G2.com.

I use Clio Manage as our CMS at my law firm. I love the task feature and the ease of access to client documents and communications. It helps me organize my tasks and locate documents easily. I like that I get emails about new tasks and that I can clearly view their progress as I complete them. Clio Manage gives me a way to organize and prioritize tasks, allowing my attorneys to track my progress. The initial setup was very easy. Review collected by and hosted on G2.com.

When I open a matter, I would like to see an area where a paragraph is allowed for a summary of the case. I'd also like to see more relevant information about the matter itself available on the matter home. Review collected by and hosted on G2.com.

I love how seamlessly it brings everything together in one place. It’s intuitive, easy to navigate, and makes it simple to stay on top of cases, deadlines, and communications without feeling overwhelmed. The integration with Clio Grow and Clio Draft is a huge plus. It creates a really efficient workflow from intake through document generation and case management. Overall, it just makes day-to-day practice feel more organized and manageable. Review collected by and hosted on G2.com.

One downside is that there are occasional slow processing times or brief outages. It’s not a constant issue, but when it happens, it can be a bit disruptive, especially when you’re trying to move quickly through tasks Review collected by and hosted on G2.com.

I like how I can create bills and get paid on the same platform with Clio Manage, and it integrates with QuickBooks, which is a big help for my billing needs. Creating matters is super easy, which helps me stay on top of the workflow. The reports are great too; I know exactly how much I make and can sort them easily. The initial setup was so easy, and I appreciate how well it integrates with QuickBooks. Since it's just me, I can manage everything effortlessly. Review collected by and hosted on G2.com.

I think it would be great if I could have two clients on a matter, like when I do wills for a husband and wife. I couldn't send a bill to two clients. Review collected by and hosted on G2.com.

Clio makes the world of legality make sense. I am new to law as a legal secretary. Clio Manage makes tracking and implementation of legal processes a little less scary. I am able to stay on track but also find where I left off if my day takes me on a wild goose chase!

If I don't know how a function is supposed to work I can easily get the answers from the resource center or call customer support. Customer support takes it a step further and saves your call so that you may go back to the information as a refresher as needed! Review collected by and hosted on G2.com.

Our office uses Ring Central and some calls are saved as someone else taking a call. I am not sure if this is a integration issue or app issue. I will find a solution to this eventually. Review collected by and hosted on G2.com.

I use Clio Manage to track my time for billing and send client bills. It takes the guessing out of tracking my time and determining which matters and billing rates to input. I appreciate how easily it allows me to write descriptions and bill my time. I really like the billing feature overall. It's incredibly easy to pull time into a draft bill, edit as needed, and add time or expenses right within billing. The automated bill reminders remove the time spent on sending reminders. The initial setup of Clio Manage was so easy. Review collected by and hosted on G2.com.

I think in your personalized dashboard if you could add a goal based on your time and not just money. In my firm, our yearly goals are based on time we bill for the year. In the personal dashboard it only goes by money goal for the year. However, I wouldn't know what that is because for different matters I have different billing amounts. Review collected by and hosted on G2.com.

I've been using Clio Manage for about a year and a half, and it has made a very difficult job a lot easier. The interface is jam-packed with features, allowing me to track clients, handle documents and billing, and the feature to pick up where someone else left off is my absolute favorite. It's what we call 'snooping' where you can see what an attorney is doing without bothering them for an update. It keeps a record which is great for managing older clients or inactive cases. Clio Manage helps me prioritize since each task has a priority setting, so I know what to tackle first and can sort tasks by priority and time, aiding my role as a more creative-minded person to be a bit more logical and practical. I really enjoy the notifications bubble for task updates, which keeps me prepared for calls by seeing client updates immediately. The calendar feature is wonderful for keeping tabs on activity across several offices, and the communication tools are great, especially the text feature for contacting clients without being intrusive. The initial setup was incredibly easy, just like creating a social media account. Review collected by and hosted on G2.com.

Sometimes when I'm working on a task, it gets updated by someone else at the same time, and then when I try to save, there's a little error message saying it's unable to save and update. This has caused some really valuable information to get lost, and then I have to follow up with the client to fix it. A feature that warns me if a task was updated or suggests trying again later would be really helpful to prevent losing progress. Review collected by and hosted on G2.com.

Clio Manage makes the entire management of a case from start to finish significantly more efficient. We found initial setup fairly easy, especially with the help of a data migration company, and customizing the platform for our firm's specific needs has been very straightforward. The resource section is quite helpful when we aren't sure how to do something, but overall the platform is very user-friendly and straightforward. Review collected by and hosted on G2.com.

Our biggest wish right now is that the personal injury add-on allowed us to track medical records for multiple clients within one file versus having multiple client files for one personal injury case. We were excited to see that Clio released multi-client functionality in the last week, and we are hopeful that this will be extended to the personal injury add-on features soon. Review collected by and hosted on G2.com.