I love everything about Clio Manage, especially how organized it is. The dashboard, the side menu, and the matter pages are great. I really love storing documents and keeping everything organized in the matter. It's really easy to see the information I need because of how it's visually set up. The initial setup was very easy, and I use the launcher to integrate with Microsoft Word and Adobe. Review collected by and hosted on G2.com.

It can be clunky in terms of the number of steps needed to send documents for e-signature. Clio Grow is a little bit cleaner in that department. Clio Grow is also better with communication to clients when sending documents. It would be nice to be able to personalize the emails sent when sending documents for e-signature. Review collected by and hosted on G2.com.

Everything feels well integrated, and the overall workflow is genuinely smooth. I can move easily from a client’s matters to their billing, and then switch over to other clients and their invoices without any friction or unnecessary steps along the way. Everything that I need to handle work is available at my fingertips. It has so many options for integration, and you always find new features to handle what you need. Review collected by and hosted on G2.com.

Everything being cloud based can cause some substantial slowdown at times when they are having server issues. That there isn't any sort of local back up for these server outages or other issues, but I suppose that's just how every system runs today. They are often quick to resolve these, but it can still cause some office gridlock. Review collected by and hosted on G2.com.

I find time entry with Clio Manage to be quick and easy, which is a huge benefit, and I really appreciate being able to enter time from anywhere using the app. The integrated search function is incredibly helpful for finding documents quickly, and the folder system makes organization simple. Moreover, the ability to easily create duplicates of documents and convert Word documents to PDF is very efficient. This is particularly useful because I often modify existing documents for new assignments, so duplicating a document with ease makes my life a lot easier. Finalizing documents by converting them to PDF in one step is also a significant time saver. Review collected by and hosted on G2.com.

I don't love that when I associate an email with attachments, they are not easily located in the system. The email and document go to different places and the emails are hard to skim through to find what I'm looking for. To be honest, the transition was tough; documents that came over from the prior system are all dated as of the transition date, so finding older items is time-consuming since I can't narrow by date. Review collected by and hosted on G2.com.

I use Clio Manage for managing calendars, bills, and templates for engagement agreements and logging time. I appreciate its ability to handle notekeeping efficiently, as it's nice to log all of our notes there. I think the texting feature is great too because all of our texts with clients are stored there, eliminating the need for another application and making it easy to save on Clio's communications tab. Setting it up was pretty easy for me to get the hang of. Review collected by and hosted on G2.com.

Templates can be a little bit incorrect sometimes. Review collected by and hosted on G2.com.

We incorporated Clio into our medium-sized firm and I found it quite easy to onboard the staff. The Clio support team has been great to deal with and I find that requests for developement are actually listened to and incorporated into features. Review collected by and hosted on G2.com.

I find there are some functionality pieces which were missing when looking at a medium-sized firm. However, in the year we've had the program, we've already seen a number of these issues addressed. The responsiveness has been great. Review collected by and hosted on G2.com.

I like that each client file is infinitely customizable. I can tailor file and folder names, adjust the fields shown in the dashboard, and choose which folders are shared with the client. I like that DropBox and Proof are integrated into the platform, and it saves so much time. Whenever I have an issue or lack understanding, there's always support. Review collected by and hosted on G2.com.

I’d prefer not to receive prompts or advertisements while I’m using the program/app, as they can be distracting. Review collected by and hosted on G2.com.

If you are looking to use integration CRM tools like the previously titled Lexicata (now Clio Grow) or virtual receptionist like LexReception, and the list goes on and on, then Clio is perfect for integration tools as it works seamlessly with several platforms. Review collected by and hosted on G2.com.

Our firm had previously used Bill4Time which was very user friendly. Clio takes some time to get used to, especially when it comes to communications and sharing documentation and billing with your clients. I also miss workflows within Bill4Time. We now utilize our calendar and set up tasks and process within Clio. Review collected by and hosted on G2.com.

I like how the fields in the dashboard are customizable in Clio Manage. They make everything easy to access and it's very easy to review the information all on one screen. We use these fields to keep track of client's background, dates of birth, where they're from, and important details about their case. Review collected by and hosted on G2.com.

I do wish it had a separate tab to keep notes specifically about payments. That way, they're not we only have one field for notes, and I would like if it were possible to customize the tabs so we have a separate tab only for billing notes and then another tab only for case notes. Review collected by and hosted on G2.com.

I like that Clio Manage is constantly evolving. Anytime I think of a feature that could be added, about six months later, it often is. This ongoing development helps avoid segmentation by incorporating tools like texting into one platform, reducing the need for external options. It allows me to have everything organized in one place, which significantly reduces the confusion and exhaustion that comes from managing multiple systems. Plus, the setup was super easy, making the transition smooth for my team. Review collected by and hosted on G2.com.

The client portal is one thing that we really can't automate. And it doesn't pull easily when we look at using Clio Manage or trying to do any other sort of automations. Review collected by and hosted on G2.com.

Clio Manage has streamlined my busy practice, saving us hours of work when it comes to tracking documents and communications. The time and billing function is so easy to use that I’m capturing billable hours that would otherwise be lost with a less efficient program. I’ve also just signed on for Clio Work, and it already feels like a game changer for my firm. Review collected by and hosted on G2.com.

The tracking email function is a little slow Review collected by and hosted on G2.com.