--- 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: '2026-08-04' 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. 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. ### 2. 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. ### 3. Clio Manage: Easy to Use, Straightforward Navigation, and Great Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Clio Manage?** Clio Manage is easy to use and straightforward to navigate, and it lets me integrate it with several different applications. **What do you dislike about Clio Manage?** I don’t like that I sometimes have to use separate calendars. Also, when I text or call from the app, it uses my personal number instead of a separate number like it lets me use on the computer. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage lets me centralize my cases, contacts, documents, and deadlines in one place. It also supports billing and time tracking, which saves me time overall. I like that it includes a place to store communications as well, so I can easily look back at emails whenever I need to. ### 4. Easy, Intuitive Platform for Seamless Client-Attorney Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Anjeanette D. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** Easy to use and very intuitive. Great platform for client/attorney communication. **What do you dislike about Clio Manage?** Right now, the AI doesn’t feel as honed as an external AI such as Chatgpt, but the fact that it’s a “closed loop” is still a strong point. **What problems is Clio Manage solving and how is that benefiting you?** The AI summaries for documents cut down the time I spend reviewing. I can quickly find specific information without having to pore over hundreds of pages. ### 5. Fast, Secure, and User-Friendly CRM Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Beth B. | Director of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Clio Manage?** I find Clio Manage faster compared to our previous tool and appreciate its better handling in terms of security. I like that it's reliable, and I especially love the phone app. The app is extra fast, very easy to use, and makes sorting through documents on the go simple. Additionally, the initial setup was very easy with no issues, and I like that it connects to Outlook and Word. **What do you dislike about Clio Manage?** nothing **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to keep our CRM organized with clients, potentials, cases, and billing. It's faster and more secure than our previous tool. The phone app is fast, easy to use, and helps me find documents on the go. ### 6. Great Client Communication Features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Clio Manage?** The communication portals in Manage are great, especially the client portal. It’s very helpful that documents are automatically added to the matter. Having a clear communication trail is also really useful, particularly when working with clients who are hard to reach. **What do you dislike about Clio Manage?** My least favorite thing about Clio is that when I’m viewing a document within Clio, rather than downloading the file, it can be slow to load. **What problems is Clio Manage solving and how is that benefiting you?** Task utilization and the flexibility to create custom task lists is a game changer & a massive time saver. For example, it’s super helpful to have local county deadlines ready to go as soon as a trial date is assigned. ### 7. Most User-Friendly Software with Excellent Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Diya S. | Legal assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** Clio is the most user-friendly software I’ve used. I love how easy it is to work with, and the customer support is excellent. **What do you dislike about Clio Manage?** I’d like to have more control over how the matter dashboard looks, including the ability to choose how many custom fields are visible on it. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage saves me a lot of time by keeping my files, communication records, contacts, and everything else important organized in one place. ### 8. User-Friendly Case Management with Seamless Microsoft Suite Compatibility **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Clio Manage?** Easy to use and user-friendly, with good compatibility with the Microsoft Suite. It stores all the information I need for a case and makes it simple to pull up and retrieve details quickly, whether I’m in a meeting or on a phone conference. **What do you dislike about Clio Manage?** Because it stores so much information, and because you may be trying to retrieve that information quickly, it can sometimes lag—especially when I’m trying to perform multiple tasks at once. **What problems is Clio Manage solving and how is that benefiting you?** They seem to be constantly improving the speed and addressing the “bugs” that come up, which is something you’ll run into with any cloud-based program. ### 9. Efficiency Boost with Time-Tracking and Note-Taking **Rating:** 5.0/5.0 stars **Reviewed by:** Josey T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I love how Clio Manage makes getting e-signing documents so much easier and keeps everything in one place. It simplifies billing and has a great client profile setup. I find the timer and note-taking features to be amazing, especially for paralegals who need to track the time used per task accurately. I appreciate being able to edit the notes whenever needed. The initial setup was easy, and I love Clio with no other recommendations. **What do you dislike about Clio Manage?** I wish spell check was enabled in notes. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage simplifies document e-signing and billing, centralizing everything. The timer and note-taking features help me track time per task and edit notes, enhancing work efficiency. ### 10. User-Friendly, Seamlessly Integrated, and Professional **Rating:** 5.0/5.0 stars **Reviewed by:** Alissa C. | Owner/Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** I love how user friendly Clio is and how everything integrates. It exudes professionalism on behalf of my firm. **What do you dislike about Clio Manage?** I have not found anything that I dislike about Clio Manage. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage's features that send reminders to clients about hearings, due dates, and bills is so helpful as a solo practitioner. It makes less work for me but also makes sure things are getting done on time. ### 11. Effortless Billing and User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Chandler M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I use Clio Manage for all of my client case file organization and billing purposes. Clio Manage makes my billing so effortless and is critical in ensuring my firm has no conflicts when acquiring a new case. I really like the billing system and find the layout very user-friendly. The customer service has also always been wonderful. The initial setup was very easy. **What do you dislike about Clio Manage?** It would be nice to be able to close out bill from the mobile app **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for organizing client case files and billing. It makes billing effortless and prevents conflicts with new cases, which is critical for my firm. ### 12. Clio is a Seamless All-in-One Platform for Our Team and Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Bryant D. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** It brings together everything into one spot for me and my staff to work witho our clients. It's seamless, but does take some time to set up. **What do you dislike about Clio Manage?** It can be a pain to go through multiple matters. Getting training on nuances was difficult in the beginning. **What problems is Clio Manage solving and how is that benefiting you?** It helps me run my law firm, the client portal is easier to use too. ### 13. Simple Time Tracking, Needs Billing Refinements **Rating:** 3.5/5.0 stars **Reviewed by:** Daniel M. | Of Counsel, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** I like Clio Manage for its timing and related billing features. The timer is quite simple; it's a start/stop timer that I can associate with particular clients and then bill them for the time I spend. **What do you dislike about Clio Manage?** Using the timer to keep track of time spent on non-billable matters. We don't want to send bills to clients who we are working for on a contingency basis. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage works like a CRM manager, a work timer, and a sort of case manager. It has a start/stop timer that I associate with clients to bill them for the time spent. ### 14. All-in-One Client and Matter Tracking with Regular Feature Updates **Rating:** 3.5/5.0 stars **Reviewed by:** Hung C. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** Clio Manage has everything you would need to keep track of all your clients and matters. Features are added regularly. From conflict checks to e-file, Clio Manage has all the tools available. **What do you dislike about Clio Manage?** There are times when Clio servers bog down. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage handles all our CRM. We are a small firm so everyone helps out. Clio Manage gives everyone the ability to look into every matter. ### 15. Centralized Case Management with an Intuitive, Easy-to-Integrate Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Carmela B. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Clio Manage?** Central and convenient case management for the individual user and the team; easy and intuitive interface; and simple integration with prior system **What do you dislike about Clio Manage?** Sometimes, it lags and is slow to reboot. **What problems is Clio Manage solving and how is that benefiting you?** Good investment so far if used routinely officewide; also easy to onboard new members--minimal training needed on the interface; electronic signature and judicial forms features are important ### 16. A Decade+ with Clio – Transforming Client Service in a Hybrid Law Firm **Rating:** 4.5/5.0 stars **Reviewed by:** Heidi E. | Founder + Managing Attorney, Legal Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2025 **What do you like best about Clio Manage?** As a solo attorney specializing in estate planning, elder care, and supplemental needs planning, I rely on a strong foundation to support my law practice and meet the diverse needs of my clients. Over the past decade, Clio Grow and Clio Manage have served as the operational backbone of my firm. These platforms enable my small, nimble team to provide highly personalized, client-focused service every day, all while maintaining efficiency, transparency, and a streamlined workflow. Having shared our firm's journey in “The Centralized Firm: Powered by Clio” at the 2024 Clio Cloud Conference, I can confidently say that Clio lives up to its promise. It has become the cornerstone of a modern, well-organized, and trustworthy practice. The user-friendly interface, ongoing product enhancements, and the responsiveness of Clio’s support team make it indispensable for any small or mid-sized firm aiming for greater efficiency and client satisfaction. **What do you dislike about Clio Manage?** While no system is flawless, Clio stands out as the closest to ideal among all the options our firm has used or explored. There are times when more advanced development and deeper integration of features would be beneficial. Some functionalities, though helpful, still need manual adjustments or third-party connectors to achieve their full effectiveness. Nevertheless, Clio’s steady stream of product updates demonstrates that the company genuinely listens to its users, drawing on feedback, data, and market research, while also showing strong leadership and engagement within the fast-changing legal services sector. To make the most of Clio’s capabilities, it’s important to fully integrate it into your daily workflows and optimize your firm’s systems wherever possible. This process requires dedication and focus, but the investment pays off. You’ll gain the reassurance that comes with a centralized approach: the confidence of knowing your practice is organized and that every team member and client interaction remains coordinated from intake through to completion. **What problems is Clio Manage solving and how is that benefiting you?** Clio has solved the challenge of keeping all aspects of a complex, client-centered practice synchronized and efficient. Before adopting Clio, our workflows and client information were scattered across multiple systems. With Clio Grow and Clio Manage, everything is centralized—from intake and document collection to billing and follow-up. This enables our small team to operate efficiently while maintaining the personal touch that clients expect. Clio’s integrations, automations, and visibility tools have eliminated dropped tasks, standardized our processes, and enhanced accountability for every matter. ### 17. Easy to Use, Solid Performance, and Seamless Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa S. | Paralegal/Front Office Administration , Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** Clio is easy to use and makes it simple to train new users. Its performance is solid, and the integrations feel seamless. **What do you dislike about Clio Manage?** I’d like to see better usability in the email template fields within Clio Communications, although the system overall is solid. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage streamlines our work by keeping staff aligned on all matters, with calendars and documents in one place that’s accessible from anywhere. ### 18. Great Overall Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Alyssa I. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** It's helpful to have all case materials organized in folders. I like being able to see all relevant facts about a matter up front (fee type, representation type, etc.) and to be able to search by document type and matter type. **What do you dislike about Clio Manage?** At times it's difficult to connect to the desktop apps, and I get several pop-up notifications about updates. **What problems is Clio Manage solving and how is that benefiting you?** Organization for all case documents. ### 19. Streamlines My Day **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica Z. | Owner & Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about Clio Manage?** Streamlines my day so that I can easily assign tasks to others, know what tasks I need to complete, communicate with clients, and manage documents **What do you dislike about Clio Manage?** I wish the splitting invoice feature allowed you to pay from retainer automatically and that the portal allowed you to put an out of office message up **What problems is Clio Manage solving and how is that benefiting you?** It allows me to see everything about active cases in one place ### 20. Never Going Back **Rating:** 5.0/5.0 stars **Reviewed by:** Sara P. | Office Manager/Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** Where do I even begin? From tracking time and expenses, communicating with clients, and obtaining electronic signatures, to processing payments with ease, customizing features, taking advantage of numerous integrations, and syncing calendars across the entire firm—Clio handles it all. The reporting tools and trust account management are also incredibly helpful. I honestly can't recall how we managed all these tasks before we started using Clio, but I do remember it was far from streamlined, took up a lot of time, and required juggling multiple platforms and programs. **What do you dislike about Clio Manage?** There isn't much, but I would like to see a solution for sending multiple invoices to one billing contact (not client), like an adjuster who handles their own billing but wants all their claims invoices in one email. **What problems is Clio Manage solving and how is that benefiting you?** Communicating with clients is simple, and having all their contact information in one place that can be easily updated helps with maintaining accuracy. This is useful for the marketing team when sending mass emails and Christmas cards. Processing payments used to be very time consuming and sorting through paper invoices was a nightmare. It is much easier to process payments and track unpaid invoices which helps keep revenue flowing. ### 21. Streamlined Time Tracking and Superior Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Anna W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Clio Manage?** I like Clio Manage for its time tracking feature. It adds value because I can track my time for each client and task. It also integrates with my task list and files emails directly from Outlook into the client matter, which is very helpful. The initial setup was very simple. **What do you dislike about Clio Manage?** A possible improvement would be to be able to track clio time on two matters at the same time. **What problems is Clio Manage solving and how is that benefiting you?** I track time for each client and task, manage task lists, and keep everything organized. Clio Manage integrates with Outlook to file emails directly into client matters. ### 22. Clio has made managing our legal practice smooth, efficient, and incredibly easy **Rating:** 5.0/5.0 stars **Reviewed by:** Alda G. | Manager of Legal Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** Clio has been a game-changer for our practice. Its ease of use is impressive since getting started was quick, and the interface is clean and intuitive. Whether you're managing cases, tracking time, or handling billing, everything is streamlined and accessible in one place. One of Clio’s greatest strengths is how user-friendly it is across the board. The platform is clearly designed with legal professionals in mind. Features are logically organized, and the dashboard offers a clear overview of tasks, matters, billing, and communications, all in one place. It significantly cuts down on time spent toggling between tools. Clio also offers diverse applicability. Whether you're managing a solo practice or coordinating a large legal team, the platform scales well. We've used it for case management, document signing, time tracking, client communications, and even billing, and each of these functions works seamlessly. The Clio Grow integration has been particularly helpful for client intake and CRM, giving us a more holistic toolset. Clio’s mobile app is another game-changer. It allows access to case files, time tracking, and communication on the go—making it easy to stay productive, even outside the office. Finally, the support team deserves praise. They are responsive, knowledgeable, and genuinely helpful, whether through chat, email, or phone. **What do you dislike about Clio Manage?** Once a payment is made on a payment request, you can’t edit or delete that payment in the event modifications are required in the invoice. You can’t modify or archive a trust request once payment has been recorded on it. If a request was needed in full initially but later only a partial amount is needed (or vice versa), the system won’t let you adjust the request after payment. Trust requests that are already approved (or sent) and have payments recorded cannot be voided or archived. **What problems is Clio Manage solving and how is that benefiting you?** We've used it for case management, document signing, time tracking, client communications, and even billing, and each of these functions works seamlessly. The Clio Grow integration has been particularly helpful for client intake and CRM, giving us a more holistic toolset. ### 23. Task Lists Keep Our Firm on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria R. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** Task lists are my favorite feature because they help my firm stay on track with all of our matters. **What do you dislike about Clio Manage?** I wish there were an option to move documents into different folders simply by dragging and dropping. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps prevent staff members from giving clients misinformation, because everything is consistent and accessible to all users. ### 24. One Program to Rule Them All **Rating:** 5.0/5.0 stars **Reviewed by:** Nina A. | Senior Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** I have been using Clio Manage on a daily basis for several years. Initially, my firm utilized only a small portion of its features—primarily for managing contacts. However, I took the initiative to explore the full range of Clio’s capabilities and helped my firm become more efficient and organized by incorporating Tasks, Custom Fields, and Templates into our workflow. Since then, we have also added Draft (Lawyaw), and we are well on our way to operating as a truly modern law firm. Integrating these tools into our daily routines has been seamless and very user-friendly. Whenever I encounter an issue or have questions about how to use a particular feature, customer service is always accessible, knowledgeable, and quick to resolve any concerns. Implementing this foundational program was by far the smoothest and most beneficial experience for our firm. It remains my favorite solution to date. **What do you dislike about Clio Manage?** I wish more of the standard fields were customizable. For example, there is information we use that there are no fields for so we have to get creative using other fields in place. If we could customize the standard fields in Manage, that would be great. **What problems is Clio Manage solving and how is that benefiting you?** Keeping cases moving on track and not letting anything fall through the cracks is easily accomplished by utilizing tasks and task lists. Keeping our legal document templates consistent and easily customized to a specific matter is effortless with custom fields and draft templates. ### 25. User-Friendly Platform That Makes Billing Fast and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Isabelle C. | Associate Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** It’s very user-friendly. It makes billing easier and takes less time than other platforms I’ve used. **What do you dislike about Clio Manage?** I wish the daily tracker would update more often throughout the day so I can see how many hours I've billed so far. **What problems is Clio Manage solving and how is that benefiting you?** Billing is an administrative task, so I want to get it done as quickly as possible—and Clio helps me do exactly that. ### 26. Easy Time Tracking and Switching Between Matters **Rating:** 4.0/5.0 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?** The most helpful thing about Clio Manage is the timer. I like being able to start and stop the clock as needed while working on a client matter, and Clio makes it easy to switch and pivot between different matters. **What do you dislike about Clio Manage?** I don’t like it when it starts running slower. I’m not sure whether it’s due to system maintenance or an update. **What problems is Clio Manage solving and how is that benefiting you?** It makes billing easier, which benefits me because I’m not wasting time entering matter information and can get back to billing. I also like that it helps me set goals for myself, so I can stay accountable. ### 27. Intuitive, Efficient, Looking forward to more AI integration **Rating:** 4.5/5.0 stars **Reviewed by:** Matt C. | Lawyer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2026 **What do you like best about Clio Manage?** I like that Clio Manage's user interface is simple, carrying a low cognitive load and easy to use, which is crucial for my solo practice. I also find the custom fields feature robust, which supports my work maintaining consistency across numerous short engagement files. The initial setup was incredibly easy and fast, which allowed me to get up and running with minimal hassle. **What do you dislike about Clio Manage?** I wish that there was better AI capabilities and more automation. **What problems is Clio Manage solving and how is that benefiting you?** It keeps a large volume of short engagement files organized and on track with consistency. ### 28. All-in-one legal practice management tool that streamlines daily workflows **Rating:** 5.0/5.0 stars **Reviewed by:** JEFFRY MICHAEL M. | Data Analyst, Writing and Editing, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Clio Manage?** Clio Manage combines case management, billing, and document organization within a single, user-friendly platform. I appreciate how smoothly it integrates with calendars, email, and accounting software, which really simplifies tracking clients and matters. The mobile app is another significant advantage, as it lets me access case files and record time entries while on the move. Additionally, their customer support team is both responsive and knowledgeable, making the transition to the platform much easier. **What do you dislike about Clio Manage?** The reporting features could offer more customization, and I have noticed that loading larger matters with numerous documents can sometimes take additional time. For smaller firms, the pricing may also seem a bit high. Despite these points, I find that they are minor when weighed against the overall efficiency that Clio delivers. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage brings together all aspects of legal practice within a single system. By integrating case management, billing, and document storage into one platform, it addresses the challenge of managing multiple separate tools. This integration helps save time on administrative tasks, minimizes billing mistakes, enhances communication with clients, and keeps case files readily accessible. For small and mid-sized firms, Clio Manage has been particularly valuable in streamlining workflows and making remote collaboration more efficient. ### 29. Clio has been a life saver **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen H. | Legal Assitant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** Clio has truly simplified the way I manage my cases. Before using it, we didn't have any dedicated software, and now my work is much more efficient. The platform is very intuitive and easy to learn, which made the transition smooth. I rely on it for every stage of my cases, from client intake to monitoring expenses and keeping track of medical and billing records. I have not had to use customer support because I rarely have an issue with the software working. **What do you dislike about Clio Manage?** I would like it to be simpler to create prefilled forms for personal injury cases, such as medical record requests and letters of representation. This process could be more straightforward. **What problems is Clio Manage solving and how is that benefiting you?** This tool has simplified the process of managing case expenses, medical bills, and records, making it much easier to stay organized and ensure that everything required for each case is handled efficiently. ### 30. User-Friendly Billing Features, Needs Better Auto-Billing **Rating:** 5.0/5.0 stars **Reviewed by:** lsharkey@cswlawfirm.com S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Clio Manage?** I find Clio Manage very user-friendly, which makes a big difference in my daily tasks. I like the billing features, especially how I can edit bills quickly and email them directly to clients. **What do you dislike about Clio Manage?** ARs don't get auto-billed each month, making it easy to lose track of old bills. The setup was tough at first, with a learning curve and things taking a lot of time. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for bill paying and utilizing templates in my legal work. It's user-friendly, and the billing features let me edit and email invoices to clients quickly. ### 31. Instant Data Refresh, Even with Multiple Users in the Same Matter **Rating:** 3.5/5.0 stars **Reviewed by:** Tara M. | Legal Systems Support Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** Instant data refresh even when a matter is open by several users. **What do you dislike about Clio Manage?** Inability to limit data validation as much as other CRMs. Personal dashboard is not applicable to certain types of users and does not represent productivity for different types of roles. **What problems is Clio Manage solving and how is that benefiting you?** Email integration, internal communication, reminders, calendar management ### 32. Access Anywhere, Anytime—Super Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Kyleigh W. | Closer/Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Clio Manage?** That I can access it from anywhere, anytime. It is supper easy to navigate too. **What do you dislike about Clio Manage?** That you can't set clients as husband and wife to make a joint contact for them. The calendar also does not refresh all the time. **What problems is Clio Manage solving and how is that benefiting you?** It keeps up with our hours and time down to a T. ### 33. Easy to Use and Always Improving with Frequent Updates **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Clio Manage?** It is easy to use. It doesn't take much training. It is user friendly. Everything is in one place. they are constantly making updates and taking our suggestions seriously. **What do you dislike about Clio Manage?** The only think I don't like about Clio Manage is that it is not as customizable as some other platforms. **What problems is Clio Manage solving and how is that benefiting you?** It is solving the issue of accessing information from anywhere. From entering time, reviewing bills, accessing client files, they info is everywhere I am ### 34. Clio Manage Keeps Our Firm Organized, Efficient, and Up to Date **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly P. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** Clio Manage allows everyone from the firm to be as updated as possible in an organized and efficient manner. **What do you dislike about Clio Manage?** Clio Notes could use some more features like categories or folders. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage has helped solve our tracking problems and keeps us efficient, organized, and on top of our work. ### 35. Clio Excels at Conflict Checks, Contacts, and Client Communication **Rating:** 4.0/5.0 stars **Reviewed by:** Allie M. | Family Law Attorney, Parent Coordinator, and Certified Family Financial Mediator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Clio Manage?** Clio is great for conflict checks, keeping track of parties/contacts, and client communication. **What do you dislike about Clio Manage?** Lack of an easy and user friendly task automation system. Limitations on information management. Layout of client portal since update last year. **What problems is Clio Manage solving and how is that benefiting you?** Allowing a secure place for clients to upload and share documents. ### 36. Simple, Easy-to-Understand Interface That Makes Sharing Knowledge Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** The simple interface makes it easy to understand, and it also helps me share what I’ve learned with others. **What do you dislike about Clio Manage?** There isn’t really anything I don’t like about Clio Manage. I just don’t use the calendar feature much, because I’m not a fan of how it looks. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage is helping our office address communication issues because everyone can access the most up-to-date case information at any time. This has improved how we work with one another and has also strengthened our relationships with clients. ### 37. Intuitive, Easy to Use, and Works Great with Faster Suite **Rating:** 5.0/5.0 stars **Reviewed by:** Sue P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** It is very intuitive and easy to use. Also it works very well with Faster Suite. **What do you dislike about Clio Manage?** It has a tendency to duplicate file extenstions when preserving from a download. Its very annoying and requires and extra step that should not be there. **What problems is Clio Manage solving and how is that benefiting you?** It quickly tracks our billable hours and easily preserves emails and files. ### 38. We Love CLIO **Rating:** 5.0/5.0 stars **Reviewed by:** Jade S. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about Clio Manage?** It is very easy to navigate and customize how you need it! We practice many areas of law and it has helped a ton to keep everything organized and seperated! **What do you dislike about Clio Manage?** The only downside is that I wish there were more billing status options. **What problems is Clio Manage solving and how is that benefiting you?** storing and organizing everything into one customizable space. ### 39. Keeps All Our Files Organized and Easy to Find **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** It helps me keep all my files organized, and it makes it easy to find and locate everything whenever I need it. **What do you dislike about Clio Manage?** To create templates, we have to rely on custom fields. Sometimes, when you send a client a job description, it ends up creating an entirely new custom field without telling you, which can be confusing and hard to keep track of. **What problems is Clio Manage solving and how is that benefiting you?** It helps me keep my calendar accurate, and it saves me time when I’m entering time and drafting certain documents. ### 40. Clio Keeps Our Office Organized, Consistent, and Effortlessly Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy M. | legal assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Clio Manage?** Organization, consistency, ease of use, and solid features—everything feels fluid throughout the office. **What do you dislike about Clio Manage?** At this time, I don’t dislike anything about Clio. It’s smooth to use, convenient, and saves me time. **What problems is Clio Manage solving and how is that benefiting you?** It keeps our office of four legal assistants connected and running at the same time, without any hesitation. ### 41. Accessible, Efficient, but Needs Better Event Duplication **Rating:** 5.0/5.0 stars **Reviewed by:** Eric B. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Clio Manage?** I like how accessible Clio Manage is. I appreciate the timekeeper device, as the timer allows me to record the exact amount of time I'm working on a client's matter. The initial setup was very easy for me. **What do you dislike about Clio Manage?** It's hard to duplicate events. While there is a duplicate button, it changes some items in the boxes when you click it, essentially resetting it but with some fill-ins. **What problems is Clio Manage solving and how is that benefiting you?** I manage a legal practice and calendar items efficiently, with organized and easy document access using Clio Manage. ### 42. Simplifies Legal Workflow, Highly Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Clio Manage?** I love how Clio Manage is as user-friendly as an iPhone, making it simple to operate and putting the information right where I need it. It also really helps to organize and delegate work efficiently in my role as a paralegal. **What do you dislike about Clio Manage?** I wish Clio Manage integrated better with saving emails from Gmail right to the matter it belongs to in a PDF format instead of EML format. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage helps organize and delegate work on cases easily. It's user-friendly, making information accessible where I need it. ### 43. Cloud-Based, Easy to Use, and Packed with Essential Features **Rating:** 4.5/5.0 stars **Reviewed by:** Cody M. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** Cloud based, easy to use, and has the essential features. **What do you dislike about Clio Manage?** Not great for keeping track of real estate closings. **What problems is Clio Manage solving and how is that benefiting you?** Not sure where to being, Clio is the foundation of my practice, it manages and keeps track of my clients, matters, billing, tasks, calendar, etc. ### 44. Accurate Time Tracking Made Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** I like the timer and calendar functions in Clio Manage. They allow me to accurately track my time without having to look back and remember what I did or what time I started. The calendar allows me to look back. Also, the initial setup of Clio Manage was easy. **What do you dislike about Clio Manage?** N/A **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage for logging hours, which helps me keep track of time. The timer and calendar functions allow me to accurately track my time without having to remember details. ### 45. Efficient Case Tracking, Needs Speed Optimization **Rating:** 4.5/5.0 stars **Reviewed by:** Emily G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Clio Manage?** I like that Clio Manage has plugins to many other apps, like Outlook, which helps me track communication in matters more efficiently. I also appreciate that it keeps everything in one place, and the initial setup was very easy. **What do you dislike about Clio Manage?** It can run very slowly sometimes and every now and then there will be errors in time keeping. **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to track cases, billable time, and internal metrics. It consolidates everything in one place and integrates with Outlook, making case communication more efficient. ### 46. Easy to Use with Powerful Client Management, But Expensive **Rating:** 4.0/5.0 stars **Reviewed by:** Sofia B. | Deputy Director & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** I find Clio Manage easy to use, which makes navigating my law firm activities, client management, and billing straightforward. I also appreciate the ability to have specific permissions access, which ensures that not everyone at the firm can access the same content. **What do you dislike about Clio Manage?** The pricing is quite high and sometimes it's too customizable to the point where it's confusing. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage keeps client records organized, connects to OneDrive for billing, and allows specific permission access to control content visibility. ### 47. Easy to Use, Feature-Rich, and Backed by Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Clio Manage?** Easy to use, good support, lots of features. **What do you dislike about Clio Manage?** Not extremely intuitive, there are some features that seem easy that aren't there, and the forms/templates/documents could be a lot more robust. It also needs a much easier task/deadline management system. **What problems is Clio Manage solving and how is that benefiting you?** Client communication and billing, timekeeping. ### 48. Fully Customizable, Feature-Rich, and Backed by Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria S. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2026 **What do you like best about Clio Manage?** I love that it’s fully customizable, so I can make it fit our firm’s needs. There are so many features, and they’re constantly adding more. Their customer service is always available when we need help. **What do you dislike about Clio Manage?** There’s nothing I dislike. I do feel the billing system could use an upgrade, but overall it’s acceptable. **What problems is Clio Manage solving and how is that benefiting you?** It allows me to create files that include exactly the information I need, which helps eliminate information overload. I also love that I can use my customized fields to draft letters. ### 49. User-Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Christine K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I like that it is user friendly and not cluttered. **What do you dislike about Clio Manage?** I wish there was a manual for issues instead of having to go watch a video or call to ask about every issue that arises. **What problems is Clio Manage solving and how is that benefiting you?** It helps us keep track of our clients without worry. ### 50. Task Management for Complex Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** james E. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** The ability to manage a complex list of tasks in a way that allows you to efficiently complete work in an appropriate order. **What do you dislike about Clio Manage?** It costs money to subscribe, but it's worth it. **What problems is Clio Manage solving and how is that benefiting you?** Helping me know what to do first when I arrive at my desk. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+23%3A12%3A58+-0500&secure%5Bsession_id%5D=c83c362e-c813-4085-aa61-08bda357bf07&secure%5Btoken%5D=83d322fd8751c07e5fb9fac0beaf33e140a3397a8b003db3c6a0e04a57d49488&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) - 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[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 - 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