Clio Manage Reviews & Product Details

This is a robust program that is widely used by small firms. It's a good software hub. Review collected by and hosted on G2.com.

Clio's competitors outperform Clio in terms of important features and making those features work properly. When we request for Clio to fix clunky parts of their program, the response is simply that features are improved based upon how many requests they have for improvements yet Clio creates additional cost features annually. For example:

1. While Clio does have a communications portal for clients and office team members, it lacks common sense features such as the ability to leave internal messages or messages from clients as "unread" and still in bold font-so they just about disappear with the other messages. This is a common feature that should be fixed. This is a huge time waster.

2. Within Clio Grow (the CRM for potential clients), team members are not alphabetized so when trying to set a task for potential clients I have to scroll through over 30 team members who can only be sorted by the date that they were hired slashed entered into the Clio program. It's an aggravating waste of time. I don't understand why Clio can't fix this.

3. Jack Newton, the Clio CEO advocates for alternative billing arrangements such as flat fee billing but, the Clio dashboard is based upon billable hours for productivity. We are flat fee billing firm because clients prefer that. Why can’t we have a dashboard that’s based on flat fee billing like Jack recommends?

4. Clio has a rudimentary kanban board called "Matter Stages," that is useless because it only allows for attorneys but not paralegals to be assigned to the matters. It's unclear why this hasn't been fixed. Certainly Clio knows that paralegals, and not just attorneys would like to use this feature. We have to buy a separate program and make it connect to Clio using another program and that’s a lot of money being wasted.

5. Clio charges for bookkeeper to have a license rather than offering this without charge. Of course, the bookkeeper is not using the vast majority of features, they use the billing and financial portion of the program which is very limited. I don't understand why Clio is charging full price for this when other firm management programs don't charge for this at all.

6. Clio says that they improve the program based upon requests from their users but, their "Big Improvements" seem to be based on AI and are only available at an very expensive extra charge.

7. We have to pay for a subscription for a reporting program that pulls data from Clio because the reporting that Clio offers is insufficient.

8. Clio is already expensive compared to its competitors and it's hard to switch to a new case management software when you have a relatively large team like we do (33 users). I would not complain about the cost of Clio if they would fix their features. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

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

Clio has been 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

{"I love the cloud storage capability of Clio Manage, allowing me to store everything in the cloud and access it anywhere, which supports a digital and paperless operation for my law firm.","I appreciate the integrated communication features, which enable seamless interaction with clients and efficiently store all communications in one centralized hub.","The customer service provided by Clio Manage is amazing, helping resolve issues and questions promptly.","I value the regular updates that Clio Manage provides without requiring additional payments, continuously improving the platform without extra cost or effort from my side.","The ease of setup is noteworthy, as it is very easy to get started with Clio Manage, though it involves some upfront data entry to fully leverage its features."} Review collected by and hosted on G2.com.

I find it challenging that setting up Clio Manage requires a substantial amount of preliminary data entry work. While the initial setup isn’t difficult, taking full advantage of the software's capabilities demands significant time and effort to input necessary information and configure settings properly. Additionally, I would appreciate more customization options within the platform. It would be beneficial if I could tailor the software to fit my exact needs and preferences, rather than adhering strictly to the existing configurations. Review collected by and hosted on G2.com.

I appreciate Clio Manage for its comprehensive functionality, which consolidates various aspects of practice management into one package, making it convenient and efficient. The intuitive interface made it the easiest choice for our team to adapt to. Clio Manage keeps our contacts up to date, organizes our documents, and efficiently handles billing and emails. The billing system is particularly remarkable; using Clio payments results in less bookkeeping and allows us to get paid quickly through text and email billing. Additionally, the integration with ScanSnap and Microsoft Outlook enhances our workflow seamlessly. Clio Manage makes it easy to access every part of a client's journey, which is a critical advantage for our estate planning firm. The ability to track the progress of matters and ensure accountability through assignments is a major benefit. I also find Clio Manage to be a cost-effective solution that maintains visibility across all users. Moreover, there's strong support; during initial setup, a dedicated resource assisted us through the challenging process of importing billing and accounting data, which was invaluable. Review collected by and hosted on G2.com.

I wish the accounting add-on worked better for our reporting needs. I find Clio Manage reports not very helpful as they need to be manipulated extensively. Review collected by and hosted on G2.com.

I find Clio Manage incredibly valuable for our operations. It's significantly beneficial in helping with invoicing and keeping track of time management for fees and expenses. The reporting functionalities are robust and assist greatly in tracking and analysis. Additionally, it simplifies the process of managing timesheets, which is a huge help for paying our attorneys accurately. I particularly appreciate the ease of looking at outstanding accounts receivable (ARs) and using the calendar, which aids in daily planning and enhances my workflow efficiency. The capability to bill clients directly through the platform is another aspect I find extremely useful. Moreover, the integration with QuickBooks, CleoPro, and Stripe streamlines our financial processes and adds immense value to our operations. The recent addition of the Manage AI component and Clio work further strengthens the software, making it a tool I'd choose again and recommend highly, rating it a 10 out of 10. Review collected by and hosted on G2.com.

I wish Clio Manage would automatically integrate with Clio Grow without requiring manual conversion each time. Review collected by and hosted on G2.com.