--- title: Clio Manage Reviews meta_title: 'Clio Manage Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 997 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: 997 scale: '5' date_modified: '2026-07-31' 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:** 997 ## 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 **incredibly easy to use** , enjoying its organized, centralized case management features. (193 reviews) - Users value the **centralized document organization** in Clio Manage, streamlining case management and enhancing efficiency. (90 reviews) - Users value the **efficiency** of Clio Manage for centralizing case information and streamlining operations effectively. (89 reviews) - Users appreciate the **efficient billing automation** of Clio Manage, which streamlines processes and saves valuable time. (85 reviews) - Users appreciate the **intuitive interface** and **seamless integrations** that enhance their firm’s operational efficiency. (82 reviews) - Users commend Clio Manage for its **intuitive interface** , enhancing usability and supporting efficient workflow management. (76 reviews) - Users appreciate the **excellent organization** features of Clio Manage, making task and matter management highly efficient. (75 reviews) - Centralized Management (74 reviews) - Integrations (68 reviews) - Billing Ease (64 reviews) **What users dislike:** - Users express concerns about **missing features** , particularly the lack of case tracking and clear billing navigation in Clio Manage. (87 reviews) - Users note the **limitations in custom solutions** with Clio Manage, requiring third-party tools for specialized needs. (50 reviews) - Users find that **document management is Clio Manage's weakest element** , affecting workflow and efficiency in their practice. (46 reviews) - Users often face **billing issues** with Clio Manage, struggling with customer support and unresolved payment concerns. (35 reviews) - Users find the **lack of customization** in Clio Manage limits its effectiveness for diverse legal organizations beyond law firms. (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. Reliable User-Friendly Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Clio Manage?** Clio's ease of use and streamline of administrative tasks free my time to focus on the practice law. The number of features available enhance the client experience and workflow within the firm. **What do you dislike about Clio Manage?** I have not run into any snags at this point that couldn't be addressed by Customer Support. **What problems is Clio Manage solving and how is that benefiting you?** Minimizing the amount of time I spend on running the business side of the firm and freeing my days to focus on obtaining better results for my clients. ### 2. Clio Grow has greatly assisted me in keeping up with new clients and those who have retained. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Clio Manage?** I love how simple clio makes tasks. Not only can I keep track of my time, but I can also see all the previous edits and drafts that I have done and update the attorneys while doing it. I use Clio every week day and would be lost without it. I am not the one who speaks with customer support, however, I have listened to the conversations and am satisfied with the results. **What do you dislike about Clio Manage?** I really can't think of one. Clio seems to have an update at the most inconveint time (for me), but there's no way to avoid that. **What problems is Clio Manage solving and how is that benefiting you?** The whole firm has access to Clio and all of our clients. If someone is out of the office, then we can easily check clio to understand where the matter is at. ### 3. Clio helps me to help keep track of important deadlines and upcoming appearances **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Clio Manage?** Calendaring, creating reminders, the Court Rules feature, and I can easily upload documents and create subfolders in the Documents tab. Also, Clio was easy to learn and is user friendly. Clio helps me to help keep track of important deadlines and upcoming appearances like mediations, arbitrations, hearings, trials, etc. I like the fact that I can create reminders for myself and my boss so that we don't miss an important deadline or hearing or other event. **What do you dislike about Clio Manage?** The Court Rules feature is very helpful, but if a date gets changed, a hearing date for a motion for example, I cannot just change the hearing date without having to delete all the reminders and deadlines first, and I have to create a new Court Rule to create all new reminders and deadlines. This is frustrating because sometimes there are a lot of deadlines. If there is a way that Clio can re-populate all new deadlines related to a changed date, that would be great! **What problems is Clio Manage solving and how is that benefiting you?** Ease of calendaring important deadlines so I don't have to calculate deadlines myself which is time consuming. ### 4. Good basic software, has useful functions, but runs a bit slow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Clio Manage?** easy user interface, easy to learn, great for a basic entry level system, has some integrations **What do you dislike about Clio Manage?** lack of features, always increased pricing, slow loading between functions **What problems is Clio Manage solving and how is that benefiting you?** we also use Clio grow for a customer relationship management system for leads ### 5. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Niki K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Clio Manage?** Every matter is organized and you can see your firms work, emails, notes etc. I also can have it anywhere I go and dont have to lug around paper files anymore **What do you dislike about Clio Manage?** Our practice, which focuses on workers comp, is structered differently from other practices. I would love to be able to have it customized to how the workers comp system is in Ohio. **What problems is Clio Manage solving and how is that benefiting you?** Being able to have files anywhere you go and the integration with email is a big deal. ### 6. Easy to use and has a full suite of everything that I need. **Rating:** 5.0/5.0 stars **Reviewed by:** Nick C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Clio Manage?** Most helpful is that it is your one stop shop. **What do you dislike about Clio Manage?** I would like for some of the integrations to be a little better. **What problems is Clio Manage solving and how is that benefiting you?** Just organizing all my files and everything really for my clients and cases. Billing, document management, etc. ### 7. Excellent customer service and professionalism. Great hands on, individualized training. **Rating:** 5.0/5.0 stars **Reviewed by:** Brandi H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Clio Manage?** I love the one on one training. Its incredibly helpful and its easily accessible. Theres continuity when you talk to different people (in customer service). Theres not a long wait time and people are incredibly pleasant. They have a ÿes" mindset. **What do you dislike about Clio Manage?** Very little. Certainly not anything that would cause me to not recommend the product. **What problems is Clio Manage solving and how is that benefiting you?** As a small law firm, its essential that Im able to keep up with billing on the go and that I make it easy for people to pay their bill. Clio solves both. ### 8. Legal Matter Management & Billing Software **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca D. | Legal Assistant/Marketing/Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Clio Manage?** Clio Manage is a very comprehensive legal matter management platform that integrates all the important components needed to manage a client's legal matter. It includes invoicing, notes, 3rd party calendar integration, communications documentation & integrated features (manual logs and syncing from outside 3rd party platform-ie gmail), custom fields, customizable document templates & generation, virtual document editing (launcher - ex edit documents with Word from within platform without download, re-save, re-upload), and more. Clio support is outstanding if you ever have any issues - which is seldom. **What do you dislike about Clio Manage?** Calendar controls/features are lacking. Cannot control a calendar's free/busy settings from within the platform. **What problems is Clio Manage solving and how is that benefiting you?** Matter records and billing; communications records; accounting/invoicing/trust accounts; matter notes ### 9. Great way to stay organized and on task **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Clio Manage?** The Clio calendar is great. It is so easy to use. I can access it on my phone through the Clio app. I especially like that it is cloud based so that I can access my documents and files from anywhere. It is super quick to do a conflict check. The customer support is really good and will walk you through any problem that you might have. I highly recommend Clio! **What do you dislike about Clio Manage?** Some of my clients have had difficulty logging into their Clio portal, but there is really no way to know if that is user error. **What problems is Clio Manage solving and how is that benefiting you?** Clio is helping me stay organized and on task. ### 10. Leader in Virtual Law Firms for over a Decade, Highly Recommends Clio **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Clio Manage?** The functionality and use of ease from my phone. Ease of Implementation and customer support is great as well. I have done several trainings with my team. **What do you dislike about Clio Manage?** I would like for clio to have more automations to go to clients to help keep them updated **What problems is Clio Manage solving and how is that benefiting you?** I love all the software and fuctions for helping to run a sucessful practice! ### 11. Clio is essential to our firm's intake and case management processes. **Rating:** 5.0/5.0 stars **Reviewed by:** Travis M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Clio Manage?** We use Clio Grow to manage and pipeline all of the contacts and potential new clients that send us cases for consideration. As a firm with a tight filter on inquiries that turn into actual cases, this helps us triage inquiries and capably track which sources of leads are the most productive. Once cases are in our firm, Clio Manage is the practice management tool that we use to coordinate all case-related contacts, activities, and notes to keep all members of our team up to speed. It interfaces seamlessly with Google Drive, which is where our documents reside, and the architecture is integrated tightly within Clio. **What do you dislike about Clio Manage?** We have found relatively few downsides to Clio. The software development team is quite proactive about reaching out with new design features and seeking input on their ideas and solutions for any issues identified. The current implementation is effective for our firm, with no major gaps or holes. **What problems is Clio Manage solving and how is that benefiting you?** Clio provides us with an integrated solution for case and practice management. As a contingency-fee only firm, it also provides an easy way of tracking case expenses and fees for resolution in a final client invoice and trust ledger report. The trust transactions integrate with our QuickBooks financial management software, so that helps eliminate some duplicative effort on the back end. ### 12. Clio makes my job so much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Jacy F. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about Clio Manage?** I love the task list/reminder function, as well as the communication log. Most importantly, access to the timer to bill my time is the most important feature (considering it is how I ensure I get paid). I also love that you can set billable goals, and it tells you for each day, week, month, and year whether you're on track to meet those billables. **What do you dislike about Clio Manage?** I would love to automate Google reviews. **Recommendations to others considering Clio Manage:** This is the solution to your need for case management software. It really does help you stay on track and keep track of all of your cases. This is also great for general practice firms, like ours. **What problems is Clio Manage solving and how is that benefiting you?** Keeping on track with tasks!!! This is the most helpful feature, and I also like having access to the app on my phone when I'm traveling. ### 13. Paralegal **Rating:** 5.0/5.0 stars **Reviewed by:** Ellie E. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2023 **What do you like best about Clio Manage?** Cloud-based legal practice management software by Clio has dramatically transformed how my law firm operates. Among all tools I've tested thus far, Clio best exemplifies unsurpassed fluidity, integrated capabilities, and foolproof securit Streamlining case management has never been easier than with Clio. Effortlessly connecting tasks and notes through innovative platforms, we streamline workflows. Through the client portal,transparency thrives while collaboration grows stronger and customer happiness increases. Efforts aimed at automating time keeping and billing ensure all worktime is properly billed. This integrates seamlessly with accounts software for your ease. Safeguarding confidential matters, Clio frees up my time and attention to prioritize exceptional client service. Condensed, Clio converts duties into a manageable experience through ideal program workflow. Improving upon my capacity for productivity and influencing how I get along with my clients have been significant advantages for me since adopting this technology. Seeking seamless procedures? Clio has got your back. **What do you dislike about Clio Manage?** Clio reports are fairly bare boned and are difficult to maneuver within. Though Clio acquits itself admirably on several fronts, I am underwhelmed by its simplified nature involving report generation capabilities compared to alternative functionalities embedded therein. **What problems is Clio Manage solving and how is that benefiting you?** By resolving these complex problems with proficiency, Clio has shown her value to our law firm. Enhanced efficiency is achieved by merging diverse functions under a unified platform, eradicating tedious processes and minimizing delays in communication with clients. Enhancing visibility and accessibility, the client portal contributes to more effective connection establishment and reduced misinterpretations. Automated time monitoring and billing functions have spared me a hefty amount of manual workload, resulting in precise charging practices. Encompassingly speaking, Clio boasts formidable capabilities in all areas—greatly amplifying my practice’s workflow and setting free precious moments devoted to actual attorney functions, rather than mundane manual duties. ### 14. I am always looking for something better than Clio, but it's good enough for now. **Rating:** 2.0/5.0 stars **Reviewed by:** Eli Z. | Founding Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2023 **What do you like best about Clio Manage?** Trust accounting, credit card payments, and time keeping are the only things Clio does "properly". It makes it reasonably easy to manage matters and such. The quickbooks cheque printing integration is great. **What do you dislike about Clio Manage?** Clio seems to have lost focus on their core product. They have not made substantive UI changes in years. They keep releasing new features without making sure the existing features work. It lacks some core functions that continue to cause issues and make me always keep 1 foot out the door. **What problems is Clio Manage solving and how is that benefiting you?** Trust accounting, billing. We were trying to use it for contact management but it can't even merge duplicates. We try to use it for task management but it barely works for that. The billing is extremely cumbersome even though it works well enough, you need a compsci degree to figure out how the billing templates work. Overall, Clio is trying to be everything to everyone and is getting worse instead of better. ### 15. Reliable system still needs work **Rating:** 4.0/5.0 stars **Reviewed by:** Maria S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2023 **What do you like best about Clio Manage?** I like the case management aspects of it. You can easily find contacts and save files to a matter. I like the Clio Grow to Clio Manage converstion tool. Very easy to use. **What do you dislike about Clio Manage?** Cannout duplicate documents from matter to matter constantly have to download and upload documents lots of duplicate documents cannot easily access emails, and track them you can track in communications but cannot see orignal emails unless downloaded, thereafter, if you go to original emails you cannot see the sender or the dates of the emails so it is very inconvenient and hard to find emails. Missing index of documents. chronological order of documents is not very easy to separte by type of document. you can only put by date, but need to see also the type of document and category of document. if documents are in folders, they are not necessairy in order, it is a bit messy hard to use for litigation cases to manage documents. **What problems is Clio Manage solving and how is that benefiting you?** Billing is very easy Helps keep track of documents per case file ### 16. Clio is GREAT **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Clio Manage?** I think the most helpful thing about Clio is firstly, the UI. It's incredibly easy to use and I'm always confident that our new hires will pick it up very easily. My other favorite aspect of Clio is the document generation feature. It makes generating templates a breeze and very customizable to fit any firm's needs. **What do you dislike about Clio Manage?** The only downside to Clio is when you come across something that doesn't exist in the software yet. Our firm generates a lot of bills thorugh Clio for our clients and we run into some things where we think "Oh this would be helpful" but no feature exists. Clio's staff is always responsive and helpful in trying to figure workarounds on any issues we have however. **What problems is Clio Manage solving and how is that benefiting you?** Clio is very helpful in organization and ease of use. It communicates with other software we use and creates a large, easy to maneuver database. ### 17. Clio makes onboarding and managing activity within each client's matter easy and straightforward. **Rating:** 5.0/5.0 stars **Reviewed by:** Anne R. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Clio Manage?** Integrations and evolutions. Clio is constantly bringing on new integration partners that enhance the overall offering. In addition, they actively seek out feedback and input from their users to inprove the functionality of their platform. Just within our firm, we have seen many of our "wish list" items get put on to a project and added to the functionality of the platform. Sometimes within a really short period of time, 6 months or less! The feedback we, as users, hear is - the more people ask for a certain feature or function, the more resources we put behind adding that feature or function to the platform. **What do you dislike about Clio Manage?** There is nothing we dislike that Clio isn't willing to put on their project list and assign resournces to once enough people ask for the same change or update. Our standard operating procedure when things come up that we don't like or Clio currently doesn't offer is to call Clio Support and ask about the change or update, and then ask for that issue or update to be added to their project list. We know they'll get to each project once they've gotten enough users onboard. **What problems is Clio Manage solving and how is that benefiting you?** Clio keeps all of our client management in one place. From onboarding new clients through our wedsite via an integrated form, both hosted by Clio Grow, through to our Clio Manage based Client Portal that hosts all communcations with clients - phone, email and text as well as the ability to safely share documents and files, Clio is a one stop shop for our client management. Additionally, the Clio platform allows us to interact with our clients while also giving updates and access to that communication with all other authorized users within our firm. So keeping another firm member "up to date" with a client matter is as simple as that person looking through the tabs in Manage. Everything they need to know is stored there in one tab or another, including billing, for those authoirzed to view that information. Even more exciting than all client data being housed in the same place is that all of that data is easily searchable with key words. This feature enables firm members to quickly and efficiently locate the doc or telephone transcript they're looking for which saves alot of time and money for both the firm and our clients. ### 18. Clio has made my business so efficient and I appreciate them so much! **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen L. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2023 **What do you like best about Clio Manage?** The invoicing system is so efficient. My clients love how easy it is to pay and I love how quickly I can run reports and get paid! Everything is so smooth. I also love how I can use the app for more things and makes my life easier! **What do you dislike about Clio Manage?** I'm not in love with how the Clio Payments work and how long it takes to get ACH payments. ACH payments don't show up as "paid" in the system for days and it can really mess with my numbers and end-of-month reports. I have taken to using LawPay for e-checks and Clio Pay for all of my cc payments. **What problems is Clio Manage solving and how is that benefiting you?** The new reminder system for the billing has been so nice. That is one of my favorite changes and means I don't have to go in and push reminders all of the time. That has made completed payments come through a lot faster as well. ### 19. Clio makes running a busy law practice doable even for a busy mom, wife, and lawyer. **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny S. | Attorney | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** Clio is intuitive and easy to learn right from day one. Their team of on-boarding professionals will guide you step-by-step to setting up your account in a way that makes keeping track of what's needed in your practice simple. Being highly responsive to customer/user requests also makes Clio wonderful to work with. They truly aim to have a product that meets the needs of small- to mid-sized law firms doing all kinds of legal work. Clio is as nimble and useful for the solo as it is for a busy practice with multiple lawyers and several staff members. **What do you dislike about Clio Manage?** The only thing I wish is that Clio Grow and Clio Manage connected more seamlessly. They can share information between the platforms now and finally they have given us access via a single log-in, but these products should be under the same umbrella for a truly full-service product. I've heard rumors that is coming, so if the rumors are true, that day can't get here fast enough for me. **What problems is Clio Manage solving and how is that benefiting you?** Clio gives me both the details about every case in my practice and the overview of my firm's progress from the 30,000-foot view quickly and easily. I can quickly run reports to see the status of case backlogs or the productivity of my team. I can see where kinks in our processes may be slowing down cases, and I can quickly get a grasp on where our marketing dollars need to be directed. Clio is my go-to source for the health of my firm. ### 20. Clio - Helping Legal Professionals Sleep at Night Since 2007 **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** Clio is a one-stop shop. The old days of needing multiple software solutions for your legal practice are gone. You can do billing, case management and document management all in one place which saves your firm time and money. Plus, if you ever have an issue, Clio's customer service is top notch! **What do you dislike about Clio Manage?** Personally, I would like the capability to apply payments to certain line items on an invoice instead of partial payments being spread out equally across all line items. I have voiced this request to Clio, and it was relayed to me that this is something others have requested as well. Again, Clio's customer service is very responsive and they are looking at a way to resolve this issue. **What problems is Clio Manage solving and how is that benefiting you?** FILTERS! FILTERS! FILTERS! Clio makes it easier to find information when you need it. We can track which clients to bill through the billable clients filters. We can use filters to pull pretty much whatever we need to see - whether that involves tracking an attorney's case load or identifying how many cases our firm is actively working in a particular practice area (so we can accurately complete a professional liability insurance application). Clio also has customizable fields which means that we can add whatever data we want to see on the dashboard for any given client or practice area. ### 21. I don't know what I would do without Clio and don't understand how I ever did without it before. **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer R. E. | Attorney At Law, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** What's not to like? The intake function of Clio Grow has changed and improved my intake process from gathering preliminary info to recordkeeping, scheduling consults, collecting consult fees, monitoring the entire process from initial contact to conversion to client status, getting engagement letters signed and intergrating conflict checks right into that process. Clio Manage is my personal assistant. When folks ask me if I have an office staff, I tell them, yes, I have a paralegal, a secretary and a clerk and all of their names is CLIO. I use Manage for client communications, calendaring, task management, note taking, scheduling functions with clients, reminding clients of important dates, and, of course, billing and accounting. I, truly, cannot believe I ever did this job without Clio. **What do you dislike about Clio Manage?** For me, the app could be more functional. The app lacks much of the functionality of the full web based version, which is disappointing. I would also love a Clio Grow app so I can do intake away from my desktop. Right now, Grow is just available on the web and it is not user friendly for an iphone. A huge time saver for me would be a better interface when logging emails. Right now, the ability to log time for different Gmail emails is not great. **What problems is Clio Manage solving and how is that benefiting you?** I left a law firm with an almost non-existant and very chaotic system for billing, office management, client management, case management, etc. Clio has really solved those issues for me. That is saving me money, earning me money, saving me time, and increasing my productivity. ### 22. Wildly efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** foye b. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** How it's organized. The different tabs and the fact that you can set up your own files within documents, also the 'task group' setting. You can add an entire group of tasks in one fell swoop. **What do you dislike about Clio Manage?** 1. That you can't print an individual note that would include all the text of the entered note. As of right now, you can print it but it prints as a screen snip, so whatever is visible in the note is all that prints. 2. I also wish there was a 'condensed view' option. I have ADD and sometimes there is just too much information on the screen. (I got the idea because in the Dashboard setting one is able to 'Collapse All' the related contacts so that there is less information visible. But I like it as an OPTION. There just seems to be a lot of 'open space' on the screen. I would rather see it all, but 'tighter'. (An example is the DOCUMENTS files: I would like to see more lines of documents than to have all the space below and above the document name.) 3. I do wish that attached to the tasks, the file name would be visible instead of just the file number. As it is now, when I create a task, I have to add the name, like: [[SETTLED?- Johnson v. Sampson]]. Seeing the name sparks a chain of events that I can start before I even got to the file in CLIO. 4. The last thing is that I wish that, unless you are logged in as the administrator of CLIO and in that function- making changes for all the CLIO users in the firm, that there were more ways to personalize my view. (I know nothing about programming, but I do know that a lot of work goes in to inputting each line and space. I really like using the program and it makes my life easier at work, so thank you for all your work.) **What problems is Clio Manage solving and how is that benefiting you?** Now that I have gotten more familiar with how to use CLIO- the tasks function is great and it REALLY helps with time management and keeping me on track with what needs to be completed. (A note on tasks: there are times where I have 6 less important tasks and one of my bosses adds a HIGH PRIORITY task that I am unable to see unless I scroll down through all of them. I wish the HIGH PRIORITY tasks would jump to the head of the line no matter what date they are entered [if, when entered the due date isn't changed andf defaults to the current date]. I can always go in to the task, and once I handle it, I can change the urgency and the task due date.) ### 23. Clio supports me in providing practical and efficient service to my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Kay F. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2023 **What do you like best about Clio Manage?** I have used both Clio Grow and Clio Manage from the beginning of my practice. I depend upon Intake forms to ensure that I am providing specialized counsel, and Clio helps me to get the billing and details of the services right for my clients. **What do you dislike about Clio Manage?** Many legal products are still designed with litigators in mind. While I do some administrative and small claims practice, there's a fair share of us who specialize in corporate general, contracts, risk management, and it is important to have forms and other legal services for these areas. **What problems is Clio Manage solving and how is that benefiting you?** Know my client! It is a first rule in service, and Clio helps me with this. Clio is not only a repository, but the timekeeping and billing plus the client can pay through whichever means they need. Clio Support is tremendous. I've worked with many vendors, and Clio is top notch. ### 24. Solid Practice Management System **Rating:** 3.5/5.0 stars **Reviewed by:** Sarah O. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2023 **What do you like best about Clio Manage?** Capturing time and billing are the best features of the system. The ability to send bills by email and receive payments by credit card make it easy and efficient to use. The secure client portals are extraordinarily helpful for sharing documents for meetings. The Tasks feature is also good. I am just beginning to really rely on it to track my own tasks and assign tasks to other team members. **What do you dislike about Clio Manage?** We have had difficulty dovetailing Clio with our existing systems for document storage, calendars, and communications. Had we started from scratch, that might be different, but as it is, we still rely on other systems (Outlook, etc.) to manage our work. **What problems is Clio Manage solving and how is that benefiting you?** Billing is extraordinarly streamlined and that is a huge time saver. Being able to send and receive sensitive data securely is also a timesaver and allows client, attorney, and advisors to access shared resources on an ongoing basis. ### 25. Great software **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth A. | Judicial Law Clerk, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2024 **What do you like best about Clio Manage?** Simple to look up cases and clients. Can assign tasks to assistants and paralegals **What do you dislike about Clio Manage?** A little expensive and sometimes it shuts down **What problems is Clio Manage solving and how is that benefiting you?** Able to organize cases and matters by clients and legal department ### 26. I have used Clio at 3 firms for 2 different fields of law and have been extremely satisfied **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2024 **What do you like best about Clio Manage?** Ease of use and excellent customer support **What do you dislike about Clio Manage?** Tasks cannot be duplicated and the intuitive prediction for the Gmail Clio add-on could be improved. **What problems is Clio Manage solving and how is that benefiting you?** N/A ### 27. The best case management system I could ask for **Rating:** 5.0/5.0 stars **Reviewed by:** Sana S. | Solicitor/Managing Director , Law Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Clio Manage?** Clio is flexible, affordable and offers fantastic cutsomer service and care. All of which are crucial when you run a law firm or, if like myself, you are a start up firm building everything from the ground up. Many case management systems are clunky and rigid but with Clio, there are endless options to customise features so the sytem works around you and your firm and the way you choose to undertake work. Not the other way around. **What do you dislike about Clio Manage?** The only down side with Clio is that it takes a lot of time investment to set the system up and customsie it to your preferences with templates and outflows etc so it can work to the best potential for your particular style of work and how your buisiness operates. **What problems is Clio Manage solving and how is that benefiting you?** Clio helps me ensure everything to do with my firm is centralised and stored in one place - from leads, consultation notes, ad hoc aspects of work and queries, all client data, case matters, billing, payments and invoices etc. I use the full package of Clio Grow and Manage to run my firm and I couldn't manage without it ! Prior to Clio I was collating client contact details and info from leads and queries on paper forms and then having to file them away pending instructions and manually go through the folders each week/month to do my follow up calls etc but now, with Clio, all leads and enquires are stored electroncially in one place and I can filter them as per my preference so I know when I would like to do a follow up etc. As and when a client signs up I can simply click a button to convert into a matter and i'm ready to get on with my work. Its easy to use, hassle free, conveneinet and practicle. ### 28. Super product and services **Rating:** 5.0/5.0 stars **Reviewed by:** Edward S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Clio Manage?** Having used Clio for 4+ years as a solo practitioner without support staff, I found it is worth way I pay in terms of efficiency and helping me be on top of all matters as well as on-boarding new clients with minimum disruption. The on-line support is excellent and worth paying a premium for. The system and tools of both Clio Manage and Clio Grow are incredibly flexible to customize for my practice and docket needs, and integrate well with my other electronic tools and e-mail so all my records are in one place and I can answer client questions easily and quickly. **What do you dislike about Clio Manage?** It would be nice to have more flexabilty and options to create custom reports, but I understand there are add ons for this purpose. Also, it is not accounting software, but works well enough for my purposes that I stopped using quicken. **What problems is Clio Manage solving and how is that benefiting you?** Time saver by combining, time keeping, docketing, billing and generating form letters, agreements and response from templates, all in one place. ### 29. Digital Organization That's Done Well **Rating:** 4.0/5.0 stars **Reviewed by:** Julio C. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** Clio has allowed us to track all communication, track our time and billing, and communication more effectively with our clients (through the clt portal). The add-in with Microsoft Outlook is a great & useful tool. **What do you dislike about Clio Manage?** There are times when an email doesn't link up to the client's account immediately. It can take a day for the sync to actualize. Also the calendar sync with Outlook doesn't always work properly. It's been improved over the years though, so I'm certain that the issue will be fixed soon enough. **What problems is Clio Manage solving and how is that benefiting you?** It's not so much that Clio is solving the problems as much as it makes our professional lives a little easier. Communication and the tracking of communications is a huge point in the positive column. We utilize the Client Portal, and text options, very frequently. The Android/iOS apps are wonderful as well, promoting communication and transparency. ### 30. Very Satisfied Customer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Clio Manage?** The thing I like best about Clio is that it's easy to use and when I do need help with something customer support is excellent. **What do you dislike about Clio Manage?** The only downside for me is I with there was the ability to use rich text formatting in the Notes tab. **What problems is Clio Manage solving and how is that benefiting you?** Organization ### 31. Indispensable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2023 **What do you like best about Clio Manage?** We began using Clio shortly after its launch. There are two "best things" about the platform. (In reality, there are more than two). First, the support team is spectacular. Whether we need assistance with how-to, have an improvement suggestion, or have a rare performance issue, the response time and team skills are top-notch. Second, the platform is continually improving. New features and functionality are added regularly. **What do you dislike about Clio Manage?** Document management is the weakest element of the platform, although improvements have been made. **What problems is Clio Manage solving and how is that benefiting you?** We began using Clio as a billing and practice management platform. It has served that role wonderfully. We were using a server-based legacy system. Not only is the entirety of the platform meeting our needs, but having a cloud-based platform has eliminated the need for servers and local installations. ### 32. Client Management that works! **Rating:** 5.0/5.0 stars **Reviewed by:** Sean N. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Clio Manage?** With both Clio Grow and Manage you're able to keep track of your clients from first phone call to final dispensation of the case. The information that you track is highly customizable and gives the firm the freedom to personalize the information gathered based on need. **What do you dislike about Clio Manage?** Clio documents could be useful if it were also able to be synced so that you could work online or off. I also think that Tasks could be improved, not just by adding them to higher subscriptions with phases, but with actual tracking data, subtasks and the ability to add notes along the way. **What problems is Clio Manage solving and how is that benefiting you?** Clio keeps everything together in one place and keeps me from having to use several different platforms to access all the data that I have access to in Clio. This makes me more productive and keeps me better organized. ### 33. After 4 years with Clio, I am comfortable with Clio, staff likes it, and we continue to learn. **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher L. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** 1. All-in-One Solution. Clio handles Calendaring/Scheduling, Document Storage, Communications and Notes, and conflict checking seamlessly. **What do you dislike about Clio Manage?** The document storage method is a bit cumbersome, but it may be our unfamiliarity with it. We're trying to learn better practices and it appears (based on a survey request from Clio) that Clio is acknowledging a limitation and working to overcome that. **What problems is Clio Manage solving and how is that benefiting you?** Staff communicates well with Clio. We are creating Notes about status of our client's medical treatment and communications with insurance adjustors so anyone can be instantly up to speed on any matter, at any time. We save digitally our communications and rely on them constantly. Billing is a breeze on hourly cases and our Trust Accounting for injury (contingent fee) cases is super simple, easy and takes a somewhat boring and complex task and simplifies it for us and the clients. ### 34. So many options for billing, notes and trackers! **Rating:** 5.0/5.0 stars **Reviewed by:** Julie B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Clio Manage?** Clio is easy, whether using the phone App or on the computer! **What do you dislike about Clio Manage?** There are a couple of things I haven't figured out yet and don't have the time to dedicate to finding out the solutions. **What problems is Clio Manage solving and how is that benefiting you?** I can bill anywhere as long as I have my phone! ### 35. Organized system to keep track of clients and cases **Rating:** 5.0/5.0 stars **Reviewed by:** nina a. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Clio Manage?** I think the entire program has made organizing cases and information very easy. The billing portion is simple and organized, and allows clients to make payments online. I also like the custom fields, because it allows me to add the information to the matter dashboard that I feel is important. **What do you dislike about Clio Manage?** I don't like the difference between functions on Clio Grow and Clio Manage. I would find it more helpful if the two systems had the exact functions or were completely integrated. One specific example is the ability to send an email right from Clio Grow and not from Clio Manage (and the fact that the email is not saved in Clio Grow once it's been converted). Another specific example would be that Clio Grow has the ability to send items for e- signature, but Manage does not. **What problems is Clio Manage solving and how is that benefiting you?** It helps me keep track of leads versus clients. It also helps me organize and view current cases. The billing portion of clio makes it very simple to bill clients and keep track of billing. ### 36. Clio is THE leader in legal practice management **Rating:** 5.0/5.0 stars **Reviewed by:** Missy R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2023 **What do you like best about Clio Manage?** The best part about Clio is that it has everything you need in one place. It has reliable court deadlines, stores all documents for a matter, tracks time and expenses, can bill clients and collect online payments, and has many add-on integrations from eFiling to MSFT applications. They constantly upgrade and stay on top of the legal field to offer innovative products. **What do you dislike about Clio Manage?** There are some areas where specific customization would be helpful. Some of the app integrations are not intuitive. It would be nice if Clio could handle accounting or even have reports that the user can create. **What problems is Clio Manage solving and how is that benefiting you?** Court rule events; tracking time and expenses to bill; collecting payments from clients with the best fees; having ALL documents in one place for collaboration and version saving; and the ability to access from anywhere. ### 37. Streamline client database **Rating:** 5.0/5.0 stars **Reviewed by:** Shelby E. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Clio Manage?** The user experience is very streamline and easy to use. Everything our firm needs is all in one secure place. Each person has their level of responsibility defined, and we can get a snapshot of where the client is in a case, what are the total hours we are spending, it is just a very user friendly. experience **What do you dislike about Clio Manage?** at this time there isnt anythig negetive I could say, or think to improve on. We have not had an experience with clio that set up back, or hindered out ability to get the job done if you will. **What problems is Clio Manage solving and how is that benefiting you?** Effiency, and time managment. Having everything we need regarding a cllient in one simple to find place has streamlined working on documents and communication between our practice. ### 38. Easy to learn and use. **Rating:** 5.0/5.0 stars **Reviewed by:** Marcos M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2023 **What do you like best about Clio Manage?** its helpfullness in keeping me on task and consolidating things that would normally take multiple apps and programs to do. I have used other programs and they dont compare. **What do you dislike about Clio Manage?** It's not really an issue with Clio as a program. but have Clio acadamy and the help section be a little more user frendly. It would make onboarding new staff easier as well as help current staff stay up to date with clio. **What problems is Clio Manage solving and how is that benefiting you?** its help increase my own timekeeping goals as well as allow me to focus on specific tasks. Without clio My ADHD would take over and nothing would get down. I also love being able tot communicate with client right throught the internal text function eliminating the need to keep track of a seprete texting app. ### 39. Growing along with the new operating system for law firms. **Rating:** 4.0/5.0 stars **Reviewed by:** Scott S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about Clio Manage?** Cloud practice management with the ability to log all activities (email, telephone, meetings notes, file document and more) directly to the file. The third party integrations companies are generating to enhance the Clio framework are ever evolving and absolutely invaluable. **What do you dislike about Clio Manage?** Perhaps not enough resources are spent working on the core competencies of a practice management solution. For example, there is not a native feature to allow 2 or more "clients" to be listed to a file in a joint retainer. **What problems is Clio Manage solving and how is that benefiting you?** Allowing teamwork within hybrid teams, which has allowed us to not only Launch but grow significantly even through the pandemic. ### 40. Good at case management, bad at calendar and email integration **Rating:** 4.0/5.0 stars **Reviewed by:** Elijah K. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Clio Manage?** Easy organization of case information and good document storage capabilities. GREAT integration of Clio pay options. **What do you dislike about Clio Manage?** Downsides - poor integrations with microsoft products. I cannot change a meeting on microsoft and have it change a meeting on Clio. Calendar is not backwards compatable. Email integration is clunky. Several other case management systems have better sync options to microsoft emails. Too much effort and time to integration emails. Also canot send microsoft emails from inside Clio Manage. Finally, Clio Grow will only sync calendars with clio manage. Clio manage information does not push to clio grow. We have to manage all information twice if clio grow has already synced to clio manage. Frustrating **What problems is Clio Manage solving and how is that benefiting you?** Billing, collection, case tracking ### 41. Compared to OneDrive I find Clio very user friendly and reliable for document storage and retrieval. **Rating:** 5.0/5.0 stars **Reviewed by:** Joe C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Clio Manage?** Notes and Task tracking features are the best. **What do you dislike about Clio Manage?** Error loading screens when trying to view pdfs and images in Clio and having to thus download them onto the computer to open in another app. **What problems is Clio Manage solving and how is that benefiting you?** Organization, general efficiency, and note tracking. ### 42. Clio Streamlines Criminal Defense Practice **Rating:** 5.0/5.0 stars **Reviewed by:** Sean B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2023 **What do you like best about Clio Manage?** Top-notch calendaring, organization, and discovery storage work together to provide me with the information that I need in the office or on the go. Combined with a very robust payments service, it has almost everything you need to be a criminal defense lawyer. **What do you dislike about Clio Manage?** There are a few places where clicking through does not allow for the utility that it should. For instance, you can't start in a matter and click into a calendar entry for the matter to add time for the calendar entry. It could use some better options to cover minimum fee and flat fee arrangements, especially cases where flat fees are based on status of the case, i.e. motions, trial, appeal, etc. It is definitely doable by adding them as an expense or modifying the original flat fee, but it is not as elegant as it should be. **What problems is Clio Manage solving and how is that benefiting you?** Keeping track of appointments, trial appearances, etc. Keeping track of fees earned and owed. Billing. ### 43. Everything my firm needs all in one place and at great price! **Rating:** 5.0/5.0 stars **Reviewed by:** Cody E. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2023 **What do you like best about Clio Manage?** The calendar and trust account features and the ability to create and work on individual matters. The firm feed allows me to track anything and everything that my employees are working on and can see when things are created, edited, or deleted. **What do you dislike about Clio Manage?** There isn't much that I don't like. There are a few minor tweaks I would love to see happen. But, overall, I have zero complaints. You can implement your work emails to be saved directly to each individual matter, share files, etc. **What problems is Clio Manage solving and how is that benefiting you?** Clio has everything all in one. I don't have to sign up for 10 different legal software programs to run my firm. After we started using clio, our collected fees significantly increased almost immediately. ### 44. Intuitive and Innovative! **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah R. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Clio Manage?** The most helpful thing about Clio is absolutely their calandaring feature. Calandaring is so important in the legal field, and with Clio, I can see all of my team members' calandars at a glance, making it very simple to see everyone's availability. **What do you dislike about Clio Manage?** I think perhaps the least helpful thing about Clio is that there could be slightly better training resources for new employees. While Clio is incredibly intuitive to me, it is not always for each individual. **What problems is Clio Manage solving and how is that benefiting you?** Clio solves the problem of having to keep track of paper files and physical documents. Using Clio's storage for documents, as well as their features to store communications between clients keeps my whole firm in the loop about every step of the client-interaction process. ### 45. Great Software **Rating:** 5.0/5.0 stars **Reviewed by:** Diana L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Clio Manage?** Very easy to navigate; user friendly for all ages. **What do you dislike about Clio Manage?** Integrations are not easy to use as one would expect. **What problems is Clio Manage solving and how is that benefiting you?** Easy to manage problems ### 46. Clio - User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Clio Manage?** Clio is one of the most useful and user friendly platforms I've used in my 20+ IT career. I've been training staff on Clio for the past year and new hires seem to pick up the processes quickly because of Clio's intuitive nature. The updates they send out seem to only improve the flow of our data and they seem to listen to their clients and ask for feedback and feature requests. Their help center is great, but their live chat is even better and incredibly responsive. They will go out of their way to find solutions for you, something you don't get at most software companies. Overall I would highly recommend Clio to any law firm who wants to mordernize and streamline their firm data. **What do you dislike about Clio Manage?** Clio Launcher (a feature that lets you update documents instantly without having to download) is finicky sometimes or just doesn't want to work at all. Some of that has to be issues with users or even OneDrive interrupting things, but its been maybe once a month that I receive a call that Clio Launcher isn't working. From there I just reinstall, but I would like that feature, that is soo helpful and used all day every day, to be much more stable. **What problems is Clio Manage solving and how is that benefiting you?** Modernizing and making more efficient all of our firm needs. This has streamlined our document creation process, intake, payments, billing, and case management. We also house our employee and vendor information within Clio and look forward to growing with the platform as it adds new features. ### 47. Great Case Management App **Rating:** 5.0/5.0 stars **Reviewed by:** Morrison P. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2023 **What do you like best about Clio Manage?** Clio makes it easy to keep clients informed and to track tasks. **What do you dislike about Clio Manage?** There's no auto-response if I'm away from my desk. I also don't think the mobile version is as user-friendly as I'd like. **What problems is Clio Manage solving and how is that benefiting you?** I'm a small firm without a lot of support staff. I like the ease with which I can communicate with clients and share documents. I also like that I can keep my time and bill using Clio. ### 48. Clio is optimizing the business of my legal services **Rating:** 5.0/5.0 stars **Reviewed by:** Eric J. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2023 **What do you like best about Clio Manage?** I have optimized my timekeeping, billing, and invoicing. Thus, my collections have improved dramatically. Cashflow is so much happier, and it is now an easy lift. Much of what I slogged through before Clio has been automated, and the process takes relatively little time. I also appreciate customer support and resources. **What do you dislike about Clio Manage?** The development of the document management tools of Clio is slightly behind some of the other more robust systems (like NetDocuments). However, it does integrate well with NetDocuments. That being said, the newly developed features of Clio Documents and Clio Drive have convinced me to recently leave NetDocuments and use Clio Documents exclusively for my document management system. **What problems is Clio Manage solving and how is that benefiting you?** It is solving my continual desire to optimize each administrative element of the business of the practice of law by optimizing the execution of those procedures, automating them as much as possible, and discovering ways to further both of those objectives. The optimizing and automating of my business frees up more time for me to focus on what I love most about my law practice. ### 49. Long-time user **Rating:** 4.0/5.0 stars **Reviewed by:** Cynthia C. | Founding Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Clio Manage?** When I started my firm in 2010, there were not many cloud-based services available for law-practice management. After thoroughly researching all options, I chose Clio. I have been a happy user for the past 13 years, and I have watched the platform grow. I've even made suggestions that have been implemented. The software is frequently improved, and it makes my practice easier. I like the way I can customize Clio to my own practice needs. **What do you dislike about Clio Manage?** I feel like as the company grew, my voice as a customer got smaller. However, I'm not completely unheard or ignored. A few years back, Clio created two programs: Clio Grow and Clio Manage. I've been happy with Clio Manage, but I don't like receiving sales offers to upgrade to Grow. I also dislike the frequent sales offers to utlize Clio Payments instead of my regular credit-card processing system. Regardless, these offers are not as annoying as, for example, Avvo's (been dodging those sales pitches for as long as I've been practicing), and they are tolerable. Overall, my likes overpower my dislikes of Clio. **What problems is Clio Manage solving and how is that benefiting you?** Clio makes billing (and timekeeping) easy, and it's been doing that for 13 years. It also makes client communication much easier with the Client Portal. (Though I do wish the Client Portal would have threaded discussions). It also makes training my new employees easier with its user-friendliness. However, years back, a new user would get pop-ups for each new area of Clio, to explain what it was -- sort of a tutorial, and that seeemed to disappear. I'd like to see a tutorial for new users come back. I also like that, in the rare event I do need someone, I can always reach tech support. ### 50. Keeps me so organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2024 **What do you like best about Clio Manage?** Easy hyperlink access and ease of use and great billing functionality. **What do you dislike about Clio Manage?** The small bug that never gets fixed in the Communications tab. Even though I have reviewed all the inbox communications (internal), it keeps showing that the inbox has unread messages. Very annoying actually. Been years wanting to get this one fixed. **What problems is Clio Manage solving and how is that benefiting you?** It is the core of my practice. I use it for organization, communications, tasks, billilng. **Official Response from Jessica Mitchell:** > Hi there, thanks for leaving a review. We’re glad to hear how Clio is benefitting your practice, though we’re sorry you are experiencing an issue with notifications not clearing in the Communications tab. We would love to dive into this issue in more detail. Since we don't have access to your contact information for an anonymous review, would you be able to reach out to our support team so that we can better understand and investigate this issue? You can reach us by phone 1-888-858-2546, email support@clio.com, or live chat by clicking the Help button in Clio. We look forward to hearing from you! ## 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=9&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+06%3A57%3A10+-0500&secure%5Bsession_id%5D=5d7140e8-0aaf-479e-ad3d-c0a810f11fd0&secure%5Btoken%5D=6fd75821661b42cde369a00a934bc3de4dff2d4e83ecb0c2f5fbc1f72846b24a&format=llm_user) ## Clio Manage Integrations - [8am DocketWise](https://www.g2.com/products/8am-docketwise/reviews) - 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[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 (383 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (380 reviews) - [Filevine](https://www.g2.com/products/filevine/reviews) - 4.7/5.0 (288 reviews)