Clio Manage Reviews & Product Details

The drag-and-drop interface saves me hours every week. integrations with our phone system and email and calendar integrations has made a massive difference to our workflow Review collected by and hosted on G2.com.

My biggest frustration is how rigid the dashboard and reporting are. The dashboard gives a good snapshot of billing and financial metrics, but it’s hard to customize, and I can’t easily pull the specific views I need to manage matters day to day. For anything beyond the defaults, I have to build a custom report or export the data, which takes extra time.

Navigation is the second issue. There are a lot of menus and settings, and it took me a while to learn where everything lives, especially around billing and matter setup. The upcoming interface redesign should help, but it will also mean relearning some workflows.

Finally, some of the most useful features, like Clio Grow and Clio Draft, are separate add-ons with their own pricing, so the true cost is higher than the base plan suggests.

Overall these are minor trade-offs for a solid platform, but they’re what I notice most Review collected by and hosted on G2.com.

Instant data refresh even when a matter is open by several users. Review collected by and hosted on G2.com.

Inability to limit data validation as much as other CRMs. Personal dashboard is not applicable to certain types of users and does not represent productivity for different types of roles. Review collected by and hosted on G2.com.

Where do I even begin? From tracking time and expenses, communicating with clients, and obtaining electronic signatures, to processing payments with ease, customizing features, taking advantage of numerous integrations, and syncing calendars across the entire firm—Clio handles it all. The reporting tools and trust account management are also incredibly helpful. I honestly can't recall how we managed all these tasks before we started using Clio, but I do remember it was far from streamlined, took up a lot of time, and required juggling multiple platforms and programs. Review collected by and hosted on G2.com.

There isn't much, but I would like to see a solution for sending multiple invoices to one billing contact (not client), like an adjuster who handles their own billing but wants all their claims invoices in one email. Review collected by and hosted on G2.com.

Clio has been an integral part of Gilston Legal’s growth and success. As a growing law firm, having a reliable, comprehensive practice management platform is essential, and Clio consistently delivers. From case management and billing to client communication and workflow automation, Clio helps our team operate more efficiently while maintaining a high standard of client service.

At Gilston Legal, Clio has helped us centralize client information, organize case files, streamline time tracking and billing, and establish more consistent workflows. Having case details, deadlines, documents, and communications accessible in one platform reduces administrative friction and helps our team stay organized and responsive. These improvements allow us to manage a growing caseload more effectively without sacrificing the personalized attention our clients deserve.

What I appreciate most is Clio’s commitment to innovation and its continued investment in technology that makes practicing law easier. Its automation and reporting capabilities give us better visibility into our operations, support more informed business decisions, and create opportunities to improve productivity as we grow.

Clio is more than just software; it’s a valuable partner in helping Gilston Legal build a more efficient, scalable, and client-focused law practice. Review collected by and hosted on G2.com.

There’s not much to dislike. Clio Manage is a pillar of our law firm’s operations. Review collected by and hosted on G2.com.

I manage marketing at Quickli and so I’m into lots of partnership agreements and compliance documentation. Clio Manage makes it easy for me to create templates for standard NDAs and partnerships using the Legal Document Drafting and Legal CRM. All marketing legal workflows are done on the platform. I can track whether our advertising compliance have been reviewed or if we’ve been billed for a particular marketing vendor. It’s a purely tool for getting our documents approved in one place to avoid any delays. Review collected by and hosted on G2.com.

The reporting dashboards aren’t really designed with the marketer in mind. I need to export into excel. Review collected by and hosted on G2.com.

Integration of the Legal CRM and Legal Billing features are great. I use the CRM to track leads from the web, where they came from and what engagement has been had. It is integrated with the billing system meaning that I can clearly see how much each client is really worth in terms of their lifetime value from particular digital campaigns. Meaning that I can change the marketing budget accordingly. Review collected by and hosted on G2.com.

The Reporting dashboards can be quite limited. I would like to see more marketing oriented templates. Review collected by and hosted on G2.com.

I appreciate the extensive features that Clio Manage offers, which are incredibly useful for our firm. Their customer support was invaluable during the setup, providing guidance through a challenging migration process. I love how Clio Manage streamlines our billing process and simplifies collections, and the robust data capabilities help us in making informed decisions. I find the ease of creating matters and storing client information a highlight, and the billing process is impressively smooth. Review collected by and hosted on G2.com.

I found the initial setup of Clio Manage to be a bit challenging. Migrating all our information to the new system took quite some time, and some of our data got corrupted during the process or didn't come through at all. Additionally, I think the onboarding and training could be improved. It would have been beneficial to have a smoother start when we first began with Clio. Review collected by and hosted on G2.com.

Our uptime has been outstanding using Clio's E-Filing and Legal Document Drafting. As VP Engineering, I am very aware of the up-time of our systems. We were able to fully automate our standard NDA creation by connecting our internal webhooks to Clio so we could create and file the necessary documentation. Review collected by and hosted on G2.com.

Whilst the Legal Document Management gives us very granular access controls it did feel quite restrictive. Mapping the roles perfectly to our complex Active directory was a frustrating process for our DevOps. Review collected by and hosted on G2.com.

I use Clio Manage to run my solo law firm, and it’s the best case management software I’ve used. It’s been a game changer and has allowed me to grow my office, scale my practice month after month, and hit revenue goals and new records. It helps me manage my time, delegate activities, stay on task, and keep my office profitable and moving in the right direction. I love how user-friendly it is; I could get the hang of it within an hour without taking a training session. It helps me stay organized by keeping my files in one place instead of scattered across computers and folders. The entire platform is useful, and I love the whole thing. Setup was incredibly simple, and customer service guided me through the whole process. It was a great migration experience. I think signing up was the best decision I’ve ever made, and I tell everybody how easy and awesome Clio Manage is for my practice. Review collected by and hosted on G2.com.

I do wish that I could close client portals when a case is concluded. Review collected by and hosted on G2.com.

What I like most about Clio Manage is having our client matters, documents, communications, deadlines, and tasks organized in one place. Working in personal injury, we manage everything from medical records and billing requests to demand preparation and insurance negotiations. Clio makes it easier to track case progress, stay organized, and coordinate with our team. I especially appreciate being able to access matter information quickly and keep our workflow moving without losing track of important follow-ups. Review collected by and hosted on G2.com.

I would love to see more advanced reporting, customizable workflows, and automation specifically for personal injury practices. For example, generating one comprehensive report showing outstanding medical records and bills, demand statuses, insurance offers, counteroffers, and pending follow-ups would be extremely helpful. Some information still requires manually reviewing individual matters or using separate tracking spreadsheets. Better cross-platform integration and reporting would save considerable time. Review collected by and hosted on G2.com.