I use Clio Manage for client intake, client/matter organization, file management, and tracking billable hours. I really appreciate having one integrated ecosystem that provides multiple crucial components for my law practice. The user interface of Clio Manage is quite intuitive, and it allows for swapping between functions with ease. Setting up Clio Manage was easy for us, and we managed to consolidate tasks that previously required multiple products. Review collected by and hosted on G2.com.

Although I do not prepare our invoices, I understand from my support staff that the billing process can be overly complicated. I no longer have functionality to file emails in Clio from Microsoft Outlook since updating to Windows 11 Pro. Review collected by and hosted on G2.com.

The task system makes it much easier to keep track of all open matters. Support is easy to reach and communicate with, and the overall performance of the Clio system—along with integrations like the Outlook add-on—has been helpful for staying on top of client communication. Review collected by and hosted on G2.com.

I wish it were easier to upload documents directly into folders under the Documents tab within a matter. Review collected by and hosted on G2.com.

My favorite part about Clio Manage is that I am able to see when something has been created, and I am able to create a copy or turn a word document into a pdf with a simple press of a button. Review collected by and hosted on G2.com.

I wish it were easier to set up my dashboard to customize it to different interfaces depending on the type of law the case requires. Review collected by and hosted on G2.com.

I like the integrations in Clio Manage as they make it so I do not have to go digging for information, keeping everything linked together and stored centrally. Clio's constant commitment to adding new things and improving is another aspect I appreciate because it ensures the software stays up-to-date, and I don't have to worry about finding the newest software. Review collected by and hosted on G2.com.

I do not like the process of moving documents around, and I do not like that they changed the layout and icons to be rounded. It looks too bubbly and that annoys me. Review collected by and hosted on G2.com.

I love that Clio Manage is incredibly intuitive and customizable for document storage. It lets me create folders, version histories, copies, PDFs, and so on from very easy-to-manage interfaces on the web platform. Review collected by and hosted on G2.com.

It's baffling that there's no way to attach a document directly to an email from the Clio Manage web app. You have to go through Clio Drive instead. I also shouldn't have to add someone as a case contact, which gets cumbersome in many practice areas, just to invite them to Clio to view a document, especially when Outlook integration is largely done for emails coming in. Review collected by and hosted on G2.com.

Converting a Word document to PDF is easy, and the AI works seamlessly. Review collected by and hosted on G2.com.

Sometimes when I download a Word doc, it doesn’t include my most recently saved changes. Then I end up having to re-download the document a few times before it finally shows the latest version with my last saved edits. Review collected by and hosted on G2.com.

I love how the Calendar in Clio Manage works because we all update the 'firm' calendar from our own logins, so we're all updated throughout the day. I also find the Billing feature easier; the timing time entry is really helpful. The Contacts feature is fantastic for organizing clients who have several cases per company, as keeping them organized by matter number is great. The initial setup of Clio Manage was SOO easy, making for an easy transition, which was one of the first things I admired about Clio. Review collected by and hosted on G2.com.

Nothing, we LOVE Clio! Review collected by and hosted on G2.com.

I use Clio for everything at the personal injury firm I work for. It is great! I love the task list and just how easy it is to use every feature honestly. Review collected by and hosted on G2.com.

Clio is very slow sometimes. I also do not enjoy the two step verification, though I do understand why it was implemented. Review collected by and hosted on G2.com.

This is a robust program that is widely used by small firms. It's a good software hub. Review collected by and hosted on G2.com.

Clio's competitors outperform Clio in terms of important features and making those features work properly. When we request for Clio to fix clunky parts of their program, the response is simply that features are improved based upon how many requests they have for improvements yet Clio creates additional cost features annually. For example:

1. While Clio does have a communications portal for clients and office team members, it lacks common sense features such as the ability to leave internal messages or messages from clients as "unread" and still in bold font-so they just about disappear with the other messages. This is a common feature that should be fixed. This is a huge time waster.

2. Within Clio Grow (the CRM for potential clients), team members are not alphabetized so when trying to set a task for potential clients I have to scroll through over 30 team members who can only be sorted by the date that they were hired slashed entered into the Clio program. It's an aggravating waste of time. I don't understand why Clio can't fix this.

3. Jack Newton, the Clio CEO advocates for alternative billing arrangements such as flat fee billing but, the Clio dashboard is based upon billable hours for productivity. We are flat fee billing firm because clients prefer that. Why can’t we have a dashboard that’s based on flat fee billing like Jack recommends?

4. Clio has a rudimentary kanban board called "Matter Stages," that is useless because it only allows for attorneys but not paralegals to be assigned to the matters. It's unclear why this hasn't been fixed. Certainly Clio knows that paralegals, and not just attorneys would like to use this feature. We have to buy a separate program and make it connect to Clio using another program and that’s a lot of money being wasted.

5. Clio charges for bookkeeper to have a license rather than offering this without charge. Of course, the bookkeeper is not using the vast majority of features, they use the billing and financial portion of the program which is very limited. I don't understand why Clio is charging full price for this when other firm management programs don't charge for this at all.

6. Clio says that they improve the program based upon requests from their users but, their "Big Improvements" seem to be based on AI and are only available at an very expensive extra charge.

7. We have to pay for a subscription for a reporting program that pulls data from Clio because the reporting that Clio offers is insufficient.

8. Clio is already expensive compared to its competitors and it's hard to switch to a new case management software when you have a relatively large team like we do (33 users). I would not complain about the cost of Clio if they would fix their features. Review collected by and hosted on G2.com.

There are so many different, and useful features. I especially appreciate the Help Chat - everytime I have had a question, the agent has been so helpful and great to work with. Review collected by and hosted on G2.com.

I wish the client portal was easier to navigate. Also, when you are a user of CM and also a client of another firm using CM, it can get confusing and difficult at times. Review collected by and hosted on G2.com.