--- title: Clio Manage Reviews meta_title: 'Clio Manage Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 996 reviews by the users' company size, role or industry to find out how Clio Manage works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 996 scale: '5' date_modified: '2026-06-22' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # Clio Manage Reviews **Vendor:** Clio **Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 996 ## About Clio Manage Ranked #1, Clio is the leading legal practice management software with built-in AI capabilities and the most 5-star reviews. Proudly used by 150,000+ lawyers from mid-sized, small & solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Access and manage your work in one central system - with matters, contacts, billing, and everything you need in one place. Learn more at www.clio.com ## Clio Manage Pros & Cons **What users like:** - Users find Clio Manage to be **extremely easy to use** , with all essential information organized and accessible. (193 reviews) - Users value the **centralized document management** in Clio Manage, making case information easily accessible and organized. (90 reviews) - Users value the **efficiency** of Clio Manage, which consolidates all case information in an accessible, organized manner. (89 reviews) - Users appreciate the **efficient billing system** in Clio Manage, streamlining the process and enhancing overall productivity. (85 reviews) - Users find the **intuitive interface and seamless integrations** of Clio Manage enhance their firm's operational efficiency. (82 reviews) - Users commend Clio Manage for its **intuitive interface** and user-friendly features that enhance productivity and efficiency. (76 reviews) - Users appreciate the **effective organization** of Clio Manage, making it easy to access and manage case information. (75 reviews) - Centralized Management (74 reviews) - Integrations (68 reviews) - Billing Ease (64 reviews) **What users dislike:** - Users note the **missing features** in Clio Manage, highlighting the lack of case tracking and intuitive billing processes. (87 reviews) - Users note the **limitations in customization** and the lack of niche functionalities in Clio Manage. (50 reviews) - Users find **document management cumbersome** , as it lacks essential features for tracking and organizing various client interactions. (46 reviews) - Users experience significant frustrations with **billing issues** , facing difficulties with cancellations and inadequate customer support. (35 reviews) - Users find the **lack of customization** in Clio Manage limits its adaptability for diverse legal organizations and nonprofits. (34 reviews) - Users express frustration with **integration issues** , wishing for a more seamless connection between Clio Manage and Clio Grow. (30 reviews) - Limited Customization (26 reviews) - Expensive (25 reviews) - Learning Curve (25 reviews) - Poor Reporting (24 reviews) ## Clio Manage Reviews ### 1. Great Document Management, Needs Improved Time Tracking **Rating:** 3.0/5.0 stars **Reviewed by:** Shirley L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps with tracking time and document management at my law firm. I also like that it retains version history, making it easier to access prior document versions without sifting through old emails. ### 2. Organized, Efficient, and Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Erica M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to organize tasks and access client documents easily. It helps manage the hectic workflow at my law firm by organizing and prioritizing tasks, and attorneys can track my progress. ### 3. Seamless, Intuitive Case Management That Keeps Our Practice Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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 **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps solve the problem of having information scattered across different platforms by centralizing case management, documents, communications, and billing all in one place. Combined with Clio Grow and Clio Draft, it creates a more cohesive workflow from client intake through document generation and ongoing case handling. This has made a big difference in reducing administrative time, minimizing errors, and keeping everything more organized. Overall, it allows me to work more efficiently and stay on top of deadlines and client needs with a lot less stress. ### 4. Effortless Billing and Client Management with Clio Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to stay on top of billing and client management. It solves billing issues by allowing me to create bills and get paid on the same platform, and it integrates well with QuickBooks. Creating matters is super easy, aiding my workflow. ### 5. Clio Manage Makes Legal Workflows Easy—and Support Is Always There **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer J. | Executive Legal Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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! **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** The matter dashboard is always coming up with something new that I didn't know I needed! Love it! ### 6. Effortless Billing and Time Management with Clio Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Emily D. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to track billing time effortlessly, take guesswork out of bill rates, and automate billing reminders, making client billing simpler and quicker. ### 7. Boosts Efficiency in Legal Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Clara O. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage simplifies my work by prioritizing tasks with a priority setting, tracking clients, handling billing, and managing records. It's great for knowing where tasks stand without bothering colleagues and helps me stay organized and efficient. I appreciate the notification feature for task updates. ### 8. Streamlined Case Management with Clio Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Paige N. | Office Manager, Legal Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage streamlines managing personal injury cases, serving as a central resource for every part of our case. We love being able to create automated workflows and task lists specific to our firm's procedures and needs - it helps keep the ball rolling in an efficient manner and allows us to perform high quality work in advocating for our clients. ### 9. Organizational Marvel with a Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for managing client matters, sending documents for e-signature, and communication. It solves timekeeping and data management issues. I love the organization, dashboard, side menu, and matter pages, which make it easy to access needed information. ### 10. Smooth, Integrated Workflow with Powerful Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** Clio helps us keep track of all our clients, the important dates related to them, and the hours put into each matter, which makes it easier to keep everyone on the same page. Everyone can see at a glance where a matter stands, and it helps keep the office organized and on track. ### 11. Efficient Document Management, Challenging Transition **Rating:** 3.5/5.0 stars **Reviewed by:** Ashley T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for quick time entry, efficient document organization with a helpful integrated search, and a simple folder system. It allows easy document duplication and conversion to PDF, saving time and making my work more efficient. ### 12. Streamlined Communication and Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Nancy L. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** Templates can be a little bit incorrect sometimes. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps with notekeeping and consolidates client texts, eliminating the need for separate applications. ### 13. Easy Staff Onboarding with Responsive, Feature-Driven Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kandyce W. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** We've got a multi-disciplinary practice in both litigation and solicitor work, and the program has the whole firm working out of one place, which has been great for the customer experience. ### 14. Infinitely Customizable Client Files with Seamless Dropbox & Proof Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie G. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** I’d prefer not to receive prompts or advertisements while I’m using the program/app, as they can be distracting. **What problems is Clio Manage solving and how is that benefiting you?** Since we’re a firm with many people, it really helps to have tracking in place so we can clearly see who is doing what. ### 15. Great Integration Software Tool but not user Friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2020 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **Recommendations to others considering Clio Manage:** Perfect for Integrations **What problems is Clio Manage solving and how is that benefiting you?** The integration tools with Clio Grow have been extremely helpful as we are able to track where our calls are being generated from (i.e. google, referrals, etc.), use a workflow process, send documents to potential clients for them to e sign from their phones or computers and with the push of a button, integrate to Clio Manage. ### 16. Highly Customizable Dashboard, Needs Note Segregation **Rating:** 4.0/5.0 stars **Reviewed by:** Katherine L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to take detailed notes, keep case files organized, and manage client payments. The customizable dashboard fields allow easy access to important client details, making it simple to review information all on one screen. ### 17. Streamlined Legal Management with Constant Evolution **Rating:** 4.0/5.0 stars **Reviewed by:** Allison H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2022 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage keeps everything organized, stores documents, and centralizes communication. It solves segmentation issues by combining emails and documents in one place, reducing confusion. ### 18. Clio Manage Streamlines Our Practice with Easy Time & Billing **Rating:** 5.0/5.0 stars **Reviewed by:** Ayesha K. H. | Member, Judicial and Prosecutorial Appointments Committee, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** The tracking email function is a little slow **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage streamlines my time and billing, making it easier for me to run a profitable business while accurately tracking the work I do for my clients. ### 19. User-Friendly Legal Case Management with Outlook Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Matthew C. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** I like that Clio Manage is user-friendly and it doesn't take long to figure out how things work. The integration with Outlook is a plus, as it simplifies billing and organizing emails by case with the Clio add-on. Also, it organizes all our documents by case which is super helpful, and it simplifies billing. **What do you dislike about Clio Manage?** The dashboard billable hours tab could be improved. It would be nice to have better visualization of hours billed without having to run reports. Making it more visual and interactive would be a big help. Also, I wasn't part of the initial setup, but I know there was some trouble with integration at first. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage organizes all our documents by case and simplifies billing. The integration with Outlook helps in the organization of emails by case, making the process simpler. ### 20. Transformational for Law Firm Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Rocco S. | Game Tester, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Clio Manage?** I use Clio Manage for daily activities at our firm, and I love how it gets me from A to B in minutes without having to dig through files. The sheer amount of responsiveness and tools at my disposal is something I've never had before. I thoroughly enjoy the individual client matters because I can view notes, documents, and contacts in one concise area, which is fantastic. Overall, Clio Manage does what it needs to do, and I haven't felt the need for more from it. **What do you dislike about Clio Manage?** I was told there was some growing pains as it was an entirely new interface for the firm. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage organizes client information efficiently, so I don't have to search manually. Everything, including notes and contacts, is in one spot, which speeds up my workflow. ### 21. Central Hub for Managing Law Practice **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I use Clio Manage as the central system for running my law practice, and I really like that everything is organized in one place. The matter-based system makes it easy to manage my work and it saves me a lot of time. The initial setup was pretty easy. **What do you dislike about Clio Manage?** I think the matter side could be improved in terms of appearance. It would be better if it was more customizable and visually appealing. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps me organize deadlines, track files, and streamline the organization in my law practice, additionally saving me a lot of time. ### 22. Tracking, Billing, and Client Portal Review **Rating:** 4.0/5.0 stars **Reviewed by:** Sienna M. | Founder and Principal Lawyer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** Clio Manage actually lets you run your practice from one place without chaos. Files, billing, and time tracking are integrated in a way that makes sense, and the cloud access is critical when you are moving quickly or across multiple matters. **What do you dislike about Clio Manage?** Reporting and customization are not as flexible as they should be. It would also benefit from a more robust document management system, particularly with stronger integration and version tracking directly within Word. **What problems is Clio Manage solving and how is that benefiting you?** It eliminates the fragmentation that slows firms down. Everything is centralized, which means less administrative drag, fewer mistakes, and more time spent on actual legal work. ### 23. Holistic System, Seamless Transition **Rating:** 5.0/5.0 stars **Reviewed by:** Kristin W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** I like that Clio Manage is a holistic system. I appreciate not having to bounce around to different platforms or websites; everything can be done in one spot. This feature saves a lot of time as I'm frequently using the same system day in and day out, allowing me to become more familiar with it, which further saves time. The ability to run client payments, have documents electronically signed through DocuSign, manage billing, and hold all client information in one system is incredibly convenient. **What do you dislike about Clio Manage?** I would say maybe shortcuts to doing things. Sometimes I feel like the processes to get what I need to do could be a little bit shortened. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for legal billing, document management, and processing payments. It keeps everything in one platform, saves time, and holds all client information. ### 24. Seamless Law Firm Management with Clio Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Sara S. | Board Member, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2026 **What do you like best about Clio Manage?** I like how easy Clio Manage is to use and how easy it was to set up. The reporting tools are great, especially for viewing activity reports, utilization reports, and real-time reports about time tracking and client billing. The integration with Clio Draft and Clio Grow is seamless, allowing us to draft documents, capture leads, and correspond with clients all in one place. Clio's support was very helpful during setup, making the process easy and seamless, only taking maybe just a couple of weeks. **What do you dislike about Clio Manage?** Nothing **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage solves our disorganization and multiple systems problem. It simplifies our operations, allowing us to log in once to access important firm data. Integrated with Clio Draft and Clio Grow, it supports document drafting, lead capturing, and client correspondence in one place. ### 25. Efficient Billing with Customization, but Reporting Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Lisbeth D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2026 **What do you like best about Clio Manage?** Clio Manage helps us track revenue by client and identify top clients and best practice areas. Its ability to bill clients quickly and efficiently is a major plus. The custom fields in Clio Manage are invaluable as they allow us to track data in different ways. I also like how it improves client onboarding by connecting Clio Grow to Clio Manage. Additionally, I enjoy the billing options and the ability to customize bills. **What do you dislike about Clio Manage?** Reports need to be improved. The Beta reports offer more variety but they often require additional manipulation after export to be useable or actionable. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for billing, tracking revenue by client, identifying top clients, improving client onboarding, and customized billing which helps track data in specific ways. ### 26. Streamlines Practice Management Effortlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I use Clio Manage for managing my family law and personal injury practice, and it really helps streamline client communication, manage court dates, handle outstanding tasks, and oversee client payments. It's like the hub for all client information in the office. What I like most about Clio Manage is the organization it provides, allowing both myself and my staff to access the exact same information needed. Also, the initial setup of Clio Manage was very easy and user-friendly, which I truly appreciate. **What do you dislike about Clio Manage?** I would love a different format for 'to-do's'. I do not like the format/set up of the way to-dos are organized. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage streamlines client communication, court dates, outstanding tasks, and client payments, acting as the hub for client information. It also organizes my office by allowing staff to access the same information. ### 27. Efficient Document Management with Minor PDF Limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Dessi-Ann P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** I really like the Clio Launcher because it allows me to work on Word documents without having to download them first, and I can save and close them so my colleagues can work on the same document without needing to upload a new one each time. **What do you dislike about Clio Manage?** Um, not specifically Clio Launcher but the conversion from Word to PDF changes certain font styles sometimes, like we do our signatures in Brush Script MT and if we want that font to stay on the doc we have to use PDF to convert. I wish Clio would change that. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage solves document storage and manipulation needs, like turning Word into PDF and combining docs. I love the Clio Launcher as it lets me work on documents without downloading, so my colleagues and I can seamlessly collaborate. ### 28. Dependable for File Management, Needs Better QuickBooks Sync **Rating:** 4.0/5.0 stars **Reviewed by:** Navneet G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I find Clio Manage to be a reliable system for managing files, filing, and client communication, especially useful for small to mid-sized firms wanting to improve organization and billing efficiency. I enjoy how it centralizes file management, tracks billable time, streamlines billing, and keeps client communication organized in one system. My favorite feature is the conflict checks, which make things easier and save me a lot of time. The initial setup of Clio Manage was very easy, definitely a 10/10. **What do you dislike about Clio Manage?** Reporting can feel somewhat rigid, especially when trying to extract more customized financial or operational data. Syncing with QuickBooks: it would be great if it synced all my accounts instead of me manually doing it. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps centralize file management, track billable time, streamline billing, and maintain organized client communication in one system. ### 29. Intuitive UI, Solves Multiple Needs in One **Rating:** 4.5/5.0 stars **Reviewed by:** David . | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for client intake, organization, file management, and tracking billable hours. It provides one integrated ecosystem for crucial components of my law practice. ### 30. Clio Keeps Matters Organized with Helpful Integrations and Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria R. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** I wish it were easier to upload documents directly into folders under the Documents tab within a matter. **What problems is Clio Manage solving and how is that benefiting you?** Clio manage solves the problem of having to keep everything on paper for every case, making it easier to search for documents and client info without having to sort through thousands of files. ### 31. One Click Document Creation! **Rating:** 4.5/5.0 stars **Reviewed by:** Aimee C. | Paralegal Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** I love the Client portal and the ease of sharing documents. Most specifically, I am able to see when someone opens a document and what they do with it. ### 32. Valuable Integrations, Needs Better Document Handling **Rating:** 3.0/5.0 stars **Reviewed by:** Bailey L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage gives us a central place to store all our information, keeping us organized and on track. Integrations link everything together, so I don’t have to dig for information, and their updates keep the software from becoming outdated. ### 33. Intuitive & Customizable, But Needs Better Document Emailing **Rating:** 4.0/5.0 stars **Reviewed by:** Garrett L. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage resolved trust management issues with our former software and offers intuitive and customizable document storage. It simplifies creating folders, version histories, and PDFs, all from an easy web interface. ### 34. Easy Word-to-PDF Conversion with Seamless AI **Rating:** 4.0/5.0 stars **Reviewed by:** Anna H. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Clio Manage?** Converting a Word document to PDF is easy, and the AI works seamlessly. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** It’s so much easier to file emails thanks to the Outlook integration, and the PDF integration is also straightforward to use. I also love being able to see my billing performance over time every day. ### 35. Effortless Transition and Seamless Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** Nothing, we LOVE Clio! **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps with calendaring, storing data, and client organization. The calendar feature is great for updating everyone in real-time. Billing is easier with the timing time entry, and organizing client information by matter number is efficient. ### 36. Clio makes my job easier and more organized **Rating:** 5.0/5.0 stars **Reviewed by:** claire w. | Legal Assistant/Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** Clio is very slow sometimes. I also do not enjoy the two step verification, though I do understand why it was implemented. **What problems is Clio Manage solving and how is that benefiting you?** Clio manage makes it very easy for our firm to be organized and for every staff member to be involved. We have a lot of remote employees and Clio makes us operate smoothly despite not being in person. ### 37. Clio Ignores Fixing Clunky Features While Rolling out Expensive Ones at an Additional Cost **Rating:** 3.0/5.0 stars **Reviewed by:** Thad S. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2025 **What do you like best about Clio Manage?** This is a robust program that is widely used by small firms. It's a good software hub. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** Clio is similar to other case management software but, because it's so widely used we can now farm out our billing and bookkeeping to experts who know how to use Clio. ### 38. Feature-Rich Platform with Exceptionally Helpful Support Chat **Rating:** 5.0/5.0 stars **Reviewed by:** Emily C. | Client Services Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** 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. **What do you dislike about Clio Manage?** 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. **What problems is Clio Manage solving and how is that benefiting you?** Invoicing has been great to use. Calendaring (however I wish there was the ability to connect more than one calendar per user). Document exchanging. ### 39. Efficient, User-Friendly Tool for Litigation Management **Rating:** 5.0/5.0 stars **Reviewed by:** Emmy B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** I use Clio Manage for litigation cases, and I like how efficient it is. I can work well with my coworkers to keep all of our documents organized and all of us on the same page. It makes the intake process very quick, easy, and user-friendly for our whole team. We've been using the internal messaging option a lot, and the client portal helps us see the documents that clients have uploaded, which keeps us on task. **What do you dislike about Clio Manage?** None **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage makes the intake process very quick, easy, and user-friendly for our team. It is efficient for organizing documents and keeping us on the same page. The internal messaging and client portal features help us stay on task. ### 40. Effortless Case Management with Room for Calendar Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Peter N. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Clio Manage?** I appreciate how easy Clio Manage is and that it doesn't require a lot of effort to perform multiple things. It's easy to keep track of time, tasks, and make comments quickly. I find the task management useful, especially since I'm disorganized, and Clio Manage helps me ensure I don't lose track of deadlines, responsibilities, or other things. The initial setup was also easy. **What do you dislike about Clio Manage?** Better calendar. Smart feature of making sure you don't schedule PM hearings. Organization by calendar type - meeting vs. hearing vs. deadline. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage keeps track of time, notes, conversations, and tasks, making it easy to manage cases. I appreciate how it helps me stay organized, ensuring I don't lose track of deadlines or responsibilities. ### 41. Great Features Marred by Portal Issues **Rating:** 3.5/5.0 stars **Reviewed by:** Lizzie T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I like the secure client portal for sharing documents with sensitive information. Calendaring is helpful, and it's great to recently learn that you can add multiple contacts as clients, which will be a big help. The initial setup was fairly easy. **What do you dislike about Clio Manage?** Clients face lots of issues with accessing the portal as well as accessing the documents shared through it. When a document is fillable, clients try completing it in the portal, but it does not save what they entered. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for calendaring, document sharing, conflict checks, and matter tracking. It helps us keep track of clients and opposing parties. The secure client portal is great for sharing documents with sensitive information, though clients struggle with accessing documents and saving fillable forms. ### 42. Effortless Legal Management with Clio Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Nadia P. | Paralegal, Legal Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Clio Manage?** We use Clio Manage for streamlining forms and filling out information for all the cases we work on at the firm. It saves time by auto-populating details across all forms and streamlines e-signing, which is a big help. We find it easy to use, fast, and simple. Clio Manage is just a great platform overall and helps us handle all the court forms necessary for our cases across California. The initial setup was super easy, and we are very satisfied with how it supports our legal operations. **What do you dislike about Clio Manage?** Nothing to dislike **What problems is Clio Manage solving and how is that benefiting you?** We use Clio Manage to save time by auto-populating details across forms, streamline e-signing, and efficiently handle all court forms for our cases. ### 43. Effortless Billing with User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Daryn L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I like that Clio Manage is user-friendly. It is easy to have multiple matters open for a single client and send a bill for just one matter or all. I enjoy the dashboard when you log in where you can set targets and see the analytics for a set period of time. The initial setup was very easy, and Clio provided one-on-one trainings and videos. **What do you dislike about Clio Manage?** I think the settings tab could be improved. It is a bit overwhelming trying to find where to go in the settings to find something. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage saves time and ensures the accuracy of billing and tracking expenses. It's user-friendly, allows multiple matters for a client, and provides an effective dashboard for targets and analytics. ### 44. Easy-to-Manage UI and Time-Saving Automated Billing **Rating:** 4.5/5.0 stars **Reviewed by:** Brittany P. | Owner/Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Clio Manage?** The user interface is extremely easy to manage as a solo practitioner. The automated billing features save me so much time! **What do you dislike about Clio Manage?** The software can be glitchy or slow on occasion, but they are great about giving you a pop-up notice signaling that they are working on any bugs. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage enables me to practice without the cost of support staff. The automation features save me many hours of non-billable administrative time each week! ### 45. Quick Onboarding Makes Payments and Client Setup Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Nivine Z. | Attorney and Technology Consultant, Law Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Clio Manage?** Quick onboarding for essential functions, like setting up payments and initial priority contacts and matters. **What do you dislike about Clio Manage?** The Grow integration still has some room for improvement so it can operate more seamlessly across front-end marketing and intake processes through to client onboarding and management through resolution. **What problems is Clio Manage solving and how is that benefiting you?** Essential practice management functions, including payment processing and basic trust accounting, that solos and small firms need working quickly before they outgrow some of the capabilities and can justify more advanced customizations and add-on services. ### 46. Intuitive and Efficient, Ideal for Multi-Province Practices **Rating:** 4.5/5.0 stars **Reviewed by:** Ian M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Clio Manage?** I find Clio Manage intuitive to use, which makes it easy for our team to navigate. I also like the new feature that allows for multiple sales tax rates as we practice in multiple provinces; it really saves us a headache from a bookkeeping perspective. Additionally, the initial setup of Clio Manage was very easy for us. **What do you dislike about Clio Manage?** I think Clio Manage could improve its email integration. It would be great to have something similar to CosmoLex's feature that automatically saves incoming and outgoing emails. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps us with recording time, issuing invoices, and bookkeeping. The multiple sales tax rates feature saves us a headache because we practice in multiple provinces. ### 47. Easy Access to Matter Files with Smooth Time Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** I like how easily accessible all the matter files are, and how simple it is for me to log my time and track how much time I’ve put in using the date filters along with the matter filters. **What do you dislike about Clio Manage?** I don’t like that, for each matter, if I want to search for something inside a document, I can only do it when I’m searching a specific document. I’d like Clio to be able to read all the documents in the file so I can find things much quicker. **What problems is Clio Manage solving and how is that benefiting you?** Definitely, entering and tracking my time has been a great benefit with Clio Manage. I feel much more organized, and I’m able to track my time far more efficiently. ### 48. One-Stop Shop for Law Firms, Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Claire P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I like that Clio Manage is a one-stop shop for case management as it has everything I need. The document search tool is also great because it makes it easy to find form documents and saves time since we're not reinventing the wheel. It's easy to enter my time and expenses, which is super helpful, and the initial setup was super easy for us. **What do you dislike about Clio Manage?** Sometimes the add-on feature in Outlook for saving emails to matters isn't the most user-friendly. The way it is integrated into Outlook isn't the easiest to navigate. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage keeps my documents organized and streamlines time entry. I also like the document search tool, which makes finding forms easier for case management. ### 49. Efficient Case Management Made Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Erin C. | legal assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I like how easy it is to get back to a case from almost anywhere with Clio Manage because it saves me time. I also found it very easy to learn. **What do you dislike about Clio Manage?** sometimes it can run slow, but overall good **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to input leads and manage cases. It keeps everything in one accessible place and is easy to return to any case from anywhere, saving me time. ### 50. Incredibly Easy Search That Finds Anything Fast **Rating:** 5.0/5.0 stars **Reviewed by:** Cynthia J. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** What I like most is the ease of use. It’s simple to find just about anything by searching a single word. It checks documents, names, and content, and that’s incredible. **What do you dislike about Clio Manage?** There seem to be intermittent outages fairly often, and they end up causing problems. **What problems is Clio Manage solving and how is that benefiting you?** It has improved ease of use across the firm. Everything is at our fingertips all the time, which is ideal when attorneys are working from various locations at different times. ## Clio Manage Discussions - [when will you have dark mode?!](https://www.g2.com/discussions/when-will-you-have-dark-mode) - 1 comment, 1 upvote - [What is the purpose of the Accounts tab in Clio Manage if it does not provide real time date on our bank account balances? What is the purpose? What am I missing with it?](https://www.g2.com/discussions/31163-what-is-the-purpose-of-the-accounts-tab-in-clio-manage-if-it-does-not-provide-real-time-date-on-our-bank-account-balances-what-is-the-purpose-what-am-i-missing-with-it) - 1 comment, 1 upvote - [What is Clio used for?](https://www.g2.com/discussions/clio-what-is-clio-used-for) - 2 comments - [How do you use a Clio?](https://www.g2.com/discussions/how-do-you-use-a-clio) - 2 comments - [Does Clio do accounting?](https://www.g2.com/discussions/does-clio-do-accounting) - 2 comments - [View Clio Manage pricing details and edition comparison](https://www.g2.com/products/clio-clio-manage/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-06-23+05%3A36%3A36+-0500&secure%5Bsession_id%5D=6f7d349b-dd35-47f4-9248-c36ac460fb04&secure%5Btoken%5D=bc9b041fac76186d93baacef28fcd1e46a464f4e870318174515f69b6df5b773&format=llm_user) ## Clio Manage Integrations - [8am DocketWise](https://www.g2.com/products/8am-docketwise/reviews) - [8am LawPay](https://www.g2.com/products/8am-lawpay/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [AJAXWorkspace](https://www.g2.com/products/ajaxworkspace/reviews) - [Businessmap](https://www.g2.com/products/businessmap/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Call Connector](https://www.g2.com/products/call-connector/reviews) - [Clio Draft](https://www.g2.com/products/clio-draft/reviews) - [Clio Grow](https://www.g2.com/products/clio-grow/reviews) - [CollBox](https://www.g2.com/products/collbox/reviews) - [Dialpad Connect](https://www.g2.com/products/dialpad-connect/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [DropBox Sign API](https://www.g2.com/products/dropbox-sign-api/reviews) - [Dubsado](https://www.g2.com/products/dubsado/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Hona](https://www.g2.com/products/hona/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Lawmatics](https://www.g2.com/products/lawmatics/reviews) - [LEX Reception](https://www.g2.com/products/lex-reception/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft PowerPoint](https://www.g2.com/products/microsoft-powerpoint/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [NetDocuments](https://www.g2.com/products/netdocuments/reviews) - [PracticeMaster](https://www.g2.com/products/profitsolv-practicemaster/reviews) - [Proof](https://www.g2.com/products/notarize-inc-dba-proof-com-proof/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [RingEX](https://www.g2.com/products/ringex/reviews) - [Smith.ai AI Receptionist](https://www.g2.com/products/smith-ai-ai-receptionist/reviews) - [Steno.ai](https://www.g2.com/products/stenoai-steno-ai/reviews) - [VXT](https://www.g2.com/products/vxt/reviews) - [WiseTime](https://www.g2.com/products/wisetime/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Clio Manage Features **Platform Additional Functionality** - Payment - Portal **Platform Additional Functionality** - Dashboard - Cloud - Mobility **Platform Basics** - Reporting - Dashboard - Cloud - Mobility **Platform Basics** - Reporting - Dashboard - Cloud - Mobility - Contact Management **Generative AI** - AI Text Generation - AI Text Summarization **Storage and Collaboration - Legal Document Management** - Editing and Tracking - Centralised Database - Accessibility and Permission for Sharing - Document Storage **Sales Force Automation - Legal CRM** - Task Management - Contract Management - Quote and Order Management **Agentic AI - Legal Billing** - Cross-system Integration - Decision Making **Platform Basics** - Interoperability - Document Storage - Document Research and Retrieval **Platform Content** - Automation - File Sharing - Content Library **Content Management** - Document Management - Calendar Integration - Workflow **Content Management** - Document Management - Calendar Integration - Workflow **Document Management - Legal Document Management** - Search and Retreival - Synchronization of Data - Versioning **Platform Additional Functionality - Legal CRM** - Automation - Messaging - Dashboard - Cloud **Agentic AI - Legal Document Drafting** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Basics** - Interoperability - Offline Editing - E-Signature **Time & Billing** - Time Tracking - Payments - Billing **Analysis - Legal Document Management** - Document Review - Legal Analytics **Marketing Automation - Legal CRM** - Lead Management - Marketing Analytics **Agentic AI - Legal Case Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - E-Filing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Artificial Intelligence - Legal Document Management** - AI Automation **Customer Support - Legal CRM** - Support Analytics - Customer Portal - Case Management **Agentic AI - Legal Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Accessibility - Legal Document Management** - Cross-Platform Access **Platform Reporting and Analytics - Legal CRM** - Reporting **Agentic AI - Legal Document Management** - Cross-system Integration - Natural Language Interaction **Agentic AI - Legal CRM** - Cross-system Integration - Natural Language Interaction ## Top Clio Manage Alternatives - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (362 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (379 reviews) - [Filevine](https://www.g2.com/products/filevine/reviews) - 4.7/5.0 (287 reviews)