Clio Manage Features
Platform Additional Functionality (5)
Payment
Contains built-in payment processing capabilities or integrates with payment processing software
Portal
Contains a portal to facilitate third-party or client application access
Dashboard
This feature was mentioned in 15 Clio Manage reviews.
Has a centralized dashboard for users to interact with
Cloud
Based on 15 Clio Manage reviews.
Provides a cloud based version of the platform
Mobility
As reported in 15 Clio Manage reviews.
Is accessible from a mobile device and by users on the go.
Platform Basics (15)
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Document Storage
Stores historical legal document filings
Document Research and Retrieval
Retrieves relevant court documents upon request
Interoperability
15 reviewers of Clio Manage have provided feedback on this feature.
Connects to external systems and applications as needed, specifically legal practice or legal case management software
Offline Editing
This feature was mentioned in 13 Clio Manage reviews.
Allows users to edit documents offline and syncs changes when connected to wifi.
E-Signature
13 reviewers of Clio Manage have provided feedback on this feature.
Integrates with or provides built-in e-signature functionality
Reporting
Based on 273 Clio Manage reviews.
Provides analytics tools that reveal important case specific performance metrics and track progress.
Dashboard
As reported in 295 Clio Manage reviews.
Has a centralized dashboard for users to track case updates and collaborate as needed.
Cloud
Based on 275 Clio Manage reviews.
Provides a cloud based version of the platform.
Mobility
This feature was mentioned in 281 Clio Manage reviews.
Is accessible from a mobile device and by users on the go.
Reporting
This feature was mentioned in 264 Clio Manage reviews.
Provides analytics tools that reveal important case specific performance metrics and track progress.
Dashboard
This feature was mentioned in 271 Clio Manage reviews.
Has a centralized dashboard for users to track case updates and collaborate as needed.
Cloud
Based on 255 Clio Manage reviews.
Provides a cloud based version of the platform.
Mobility
This feature was mentioned in 260 Clio Manage reviews.
Is accessible from a mobile device and by users on the go.
Contact Management
This feature was mentioned in 270 Clio Manage reviews.
Manages law firm contacts and client information.
Platform Content (3)
Automation
15 reviewers of Clio Manage have provided feedback on this feature.
Automates some or all operation related tasks
File Sharing
This feature was mentioned in 14 Clio Manage reviews.
Provides robust sharing options for communication with both internal and external stakeholders.
Content Library
This feature was mentioned in 15 Clio Manage reviews.
Provides users with a pre-built library of useable legal document templates
Content Management (6)
Document Management
283 reviewers of Clio Manage have provided feedback on this feature.
Stores and manages case related documents.
Calendar Integration
Based on 281 Clio Manage reviews.
Integrates with calendar applications to ensure case dates are always visible.
Workflow
Based on 284 Clio Manage reviews.
Automate custom workflows specific to the users' law firm.
Document Management
This feature was mentioned in 260 Clio Manage reviews.
Stores and manages case related documents.
Calendar Integration
This feature was mentioned in 250 Clio Manage reviews.
Integrates with calendar applications to ensure case dates are always visible.
Workflow
As reported in 250 Clio Manage reviews.
Automate custom workflows specific to the users' law firm.
Time & Billing (3)
Time Tracking
270 reviewers of Clio Manage have provided feedback on this feature.
Tracks billable hours and time spent on specific tasks.
Payments
As reported in 262 Clio Manage reviews.
Allows clients to pay bills within the solution, typically via a portal.
Billing
267 reviewers of Clio Manage have provided feedback on this feature.
Bills clients via email or a client portal.
Generative AI (2)
AI Text Generation
13 reviewers of Clio Manage have provided feedback on this feature.
Allows users to generate text based on a text prompt.
AI Text Summarization
13 reviewers of Clio Manage have provided feedback on this feature.
Condenses long documents or text into a brief summary.
Storage and Collaboration - Legal Document Management (4)
Editing and Tracking
As reported in 21 Clio Manage reviews.
Facilitates document modification with comprehensive change logging
Centralised Database
Based on 22 Clio Manage reviews.
Offers a unified system storing all legal data for easy management and retrieval
Accessibility and Permission for Sharing
This feature was mentioned in 21 Clio Manage reviews.
Controls access and sharing based on user permissions
Document Storage
This feature was mentioned in 22 Clio Manage reviews.
Securely archives legal documents in an organized, digital repository
Document Management - Legal Document Management (3)
Search and Retreival
This feature was mentioned in 22 Clio Manage reviews.
Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance
Synchronization of Data
Based on 22 Clio Manage reviews.
Ensures consistent, up-to-date information across all devices
Versioning
As reported in 22 Clio Manage reviews.
Manages multiple document iterations, ensuring accuracy and up-to-dateness
Analysis - Legal Document Management (2)
Document Review
As reported in 22 Clio Manage reviews.
Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions
Legal Analytics
Based on 21 Clio Manage reviews.
Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features
Artificial Intelligence - Legal Document Management (1)
AI Automation
17 reviewers of Clio Manage have provided feedback on this feature.
Leverages artificial intelligence for task automation, streamlining workflow and decision support
Accessibility - Legal Document Management (1)
Cross-Platform Access
This feature was mentioned in 19 Clio Manage reviews.
Enables document access from any device, from anywhere, thereby enhancing flexibility
Sales Force Automation - Legal CRM (3)
Task Management
As reported in 16 Clio Manage reviews.
Assigning tasks, assist with matter management , and distributing work.
Contract Management
As reported in 15 Clio Manage reviews.
Manages the entire contract process, from creation and negotiation to signing.
Quote and Order Management
Based on 16 Clio Manage reviews.
Provides custom quote creation functionality.
Platform Additional Functionality - Legal CRM (4)
Automation
17 reviewers of Clio Manage have provided feedback on this feature.
Automates operation related tasks, such as engagement letter.
Messaging
17 reviewers of Clio Manage have provided feedback on this feature.
Contains in-application messaging abilities
Dashboard
As reported in 17 Clio Manage reviews.
Has a centralized dashboard for users to interact with
Cloud
Based on 17 Clio Manage reviews.
Provides a cloud based version of the platform
Marketing Automation - Legal CRM (2)
Lead Management
This feature was mentioned in 17 Clio Manage reviews.
Contains lead tracking and management capabilities.
Marketing Analytics
17 reviewers of Clio Manage have provided feedback on this feature.
Contains analysis tools to provide insights on lead recording.
Customer Support - Legal CRM (3)
Support Analytics
This feature was mentioned in 16 Clio Manage reviews.
Allows users to conduct analysis on support activities.
Customer Portal
As reported in 17 Clio Manage reviews.
Offers customization of the client portal and law firm dashboard.
Case Management
17 reviewers of Clio Manage have provided feedback on this feature.
Contains customer request handling functionality and issue tracking.
Platform Reporting and Analytics - Legal CRM (1)
Reporting
This feature was mentioned in 16 Clio Manage reviews.
Provides analytics tools that reveal important business metrics and track progress.
Agentic AI - Legal Document Management (2)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Legal CRM (2)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Legal Case Management (6)
Multi-step Planning
Based on 11 Clio Manage reviews.
Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 10 Clio Manage reviews.
Works across multiple software systems or databases
Adaptive Learning
Based on 11 Clio Manage reviews.
Improves performance based on feedback and experience
Natural Language Interaction
As reported in 11 Clio Manage reviews.
Engages in human-like conversation for task delegation
Proactive Assistance
11 reviewers of Clio Manage have provided feedback on this feature.
Anticipates needs and offers suggestions without prompting
Decision Making
This feature was mentioned in 11 Clio Manage reviews.
Makes informed choices based on available data and objectives
Agentic AI - Legal Billing (2)
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Legal Practice Management (7)
Autonomous Task Execution
This feature was mentioned in 16 Clio Manage reviews.
Capability to perform complex tasks without constant human input
Multi-step Planning
This feature was mentioned in 16 Clio Manage reviews.
Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 16 Clio Manage reviews.
Works across multiple software systems or databases
Adaptive Learning
16 reviewers of Clio Manage have provided feedback on this feature.
Improves performance based on feedback and experience
Natural Language Interaction
As reported in 16 Clio Manage reviews.
Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 16 Clio Manage reviews.
Anticipates needs and offers suggestions without prompting
Decision Making
This feature was mentioned in 16 Clio Manage reviews.
Makes informed choices based on available data and objectives
Agentic AI - E-Filing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Legal Document Drafting (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
