--- title: Clio Manage Reviews meta_title: 'Clio Manage Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 996 reviews by the users' company size, role or industry to find out how Clio Manage works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 996 scale: '5' date_modified: '2026-07-12' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # Clio Manage Reviews **Vendor:** Clio **Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 996 ## About Clio Manage Ranked #1, Clio is the leading legal practice management software with built-in AI capabilities and the most 5-star reviews. Proudly used by 150,000+ lawyers from mid-sized, small & solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Access and manage your work in one central system - with matters, contacts, billing, and everything you need in one place. Learn more at www.clio.com ## Clio Manage Pros & Cons **What users like:** - Users find Clio Manage to be **extremely user-friendly** , allowing easy navigation and efficient access to vital information. (138 reviews) - Users value the **efficiency** of Clio Manage, praising its centralized access to vital case information that saves time. (73 reviews) - Users find Clio Manage’s **intuitive interface** easy to use, enhancing productivity and client communication efficiency. (62 reviews) - Users appreciate the **remarkable billing system** of Clio Manage, facilitating quick payments and reducing bookkeeping efforts. (57 reviews) - Users appreciate the **organized structure** of Clio Manage, enabling streamlined access to information and improved task management. (57 reviews) - Users value the **centralized document management** in Clio Manage, making case information easily accessible and organized. (56 reviews) - Centralized Management (55 reviews) - Users find the **intuitive interface and seamless integrations** of Clio Manage enhance their firm's operational efficiency. (52 reviews) - Integrations (51 reviews) - Centralization (46 reviews) **What users dislike:** - Users find the **missing text messaging capabilities** in Clio Manage limits effective communication with clients preferring this method. (60 reviews) - Users find the **rigid payment request system** of Clio Manage limiting, hindering necessary adjustments after payments are made. (33 reviews) - Users are frustrated by **billing issues** in Clio Manage, including limited options and rigid payment modifications. (28 reviews) - Users are frustrated by the **lack of customization** , wishing for more personalized options in Clio Manage. (23 reviews) - Users express frustration over the **lack of bulk editing** , which complicates document management for large law firms. (22 reviews) - Limited Customization (20 reviews) - Expensive (18 reviews) - Users express frustration with **integration issues** , wishing for a more seamless connection between Clio Manage and Clio Grow. (17 reviews) - Learning Curve (17 reviews) - Not User-Friendly (16 reviews) ## Clio Manage Reviews ### 1. Easy Billing, Simple Docketing, and a Helpful Client Portal **Rating:** 4.0/5.0 stars **Reviewed by:** Rachel S. | Principal Lawyer & Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Clio Manage?** Clio makes it really easy for me to bill my clients and get paid. I also really like how simple it is to docket, which used to be a huge pain point for me. The client portal is especially helpful, since I absolutely hate email. **What do you dislike about Clio Manage?** My prior practice management had a very robust accounting software built in, and Clio doesn't have that. I have to pay for a separate accounting product, which kind of duplicates the work a little, so that's not great. **What problems is Clio Manage solving and how is that benefiting you?** Clio helps me get paid. Clio helps me track my work. I think possibly the greatest asset is that it allows me to properly track my time and makes it easy to get emails in there. It does work with some other tools and has some decent, quite a big library of integrations. You can also build your own integration, so that's very helpful. ### 2. User-Friendly, Searchable, and a Game-Changer for Remote Work **Rating:** 5.0/5.0 stars **Reviewed by:** Marla M. | General Manager Finance Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clio Manage?** Clio has a user-friendly interface, hyperlinked data and features so that you can easily navigate through the platform's different areas. While some other law firm CMS platforms struggle to make so much data digestible, Clio's layout and deeply-integrated search field allow you to search contacts, matters, and files to find what you need quickly. Being cloud based has been a game changer for working remotely and often collaborating with a firm where people aren’t always physically in the same place. other, add notes, send tasks, view schedules etc. and the different log options ensure we know what has been done and when. Having all this in one place also saves a lot of time. **What do you dislike about Clio Manage?** Being cloud based has been a game changer for working remotely and often collaborating with a firm where people aren’t always physically in the same place. Though it sucks to have such easy access from vacation- because we ALL do it..lol.. **What problems is Clio Manage solving and how is that benefiting you?** For capturing costs, tracking liens and creating Client Distribution Statements Clio has been excellent and we’ve increased our cost collections by at LEAST 15% (by not losing records/liens, etc) ### 3. A Game-Changer for Solo Practitioners **Rating:** 5.0/5.0 stars **Reviewed by:** Lcda. Kritzia M. L. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Clio Manage?** I love that Clio Manage has been a game changer for my practice since subscribing, allowing me to structure my case management in a sustainable way. I appreciate the integration with Clio Pay, which has elicited great responses from my clients. Streamlining communication through one hub with the Gmail add-on and keeping track of communications is a feature I find really useful. The Zoom add-on is great for meeting setups and automatically generating links. I love the ability to accurately record billable time and expenses and to keep track of bills. I also find Clio Manage so beneficial that I've hosted Zooms with other attorneys to share my positive experiences. **What do you dislike about Clio Manage?** I need to dedicate more time to learn all the capabilities of the platform to better decide a downfall. I am aware I am not taking full advantage **What problems is Clio Manage solving and how is that benefiting you?** I use Clio Manage to streamline case management, communication, and billing. It centralizes communication, integrates with Gmail and Zoom, and simplifies tracking billable hours and expenses. Previously, manual updates on Excel were time-consuming. ### 4. Intuitive, Ready-to-Go Practice Management with Time-Saving Billing and Payments **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie M. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Clio Manage?** Clio is intuitive, logical, and constantly improving with new features. I liked that there was an easy learning curve and that the software is ready to go immediately with very little setup required. The integrated billing and payments are a huge time saver. Clio does the work of multiple other solutions. It integrates well with Docketwise (which we need for immigration-specific tasks). It has very little downtime and the customer service is excellent, although the recent transfer to AI agents hasn't been ideal. Overall, it is an excellent value for the price. **What do you dislike about Clio Manage?** Clio used to have excellent human customer service, and they have recently transferred to AI chat which just isn't as helpful. You can still get to a human, it just takes longer. **What problems is Clio Manage solving and how is that benefiting you?** When I started my firm, practice management software was the first thing I got. I am very glad that Clio has been an ideal solution from my initial starting phase up to growing my firm to have multiple employees. Clio keeps all our data organized. The "matter stages" feature provides a visual representation of the progress of all of our cases. It generates documents for us from templates, saving tons of time. It has also been excellent for time tracking, billing, invoicing, and collecting payments. Automated reminders and payment plans help us get paid more quickly and efficiently ### 5. Streamlined Firm Operations, Needs Refinement in Billing **Rating:** 4.0/5.0 stars **Reviewed by:** Ben R. | Business Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Clio Manage?** I use Clio Manage for billing, reconciliations, scheduling, and both internal and external messaging in our accounting office. It really helps us by improving communication, document collection, and organization while simplifying and streamlining billing and invoicing. I really like Clio Payments, the client portal, and internal communications features. The client portal makes it very easy to communicate with clients, and Clio Payments ensures billing accuracy and timeliness while providing strong record keeping. **What do you dislike about Clio Manage?** I find it frustrating that you can't mark both internal and external messages as unread. We've had trouble with processing refunds and connecting them with QBO, even after six months. The billing process could be more streamlined; having to go into each bill to charge a card and then send a receipt is a hassle since Clio doesn't have a proper receipt feature, only an invoice. It's confusing that payments still show as unpaid until they've cleared, even when a credit card has been charged. If other businesses can issue a receipt before payment clears, we should be able to do the same and see which payments have been authorized. **What problems is Clio Manage solving and how is that benefiting you?** Clio Manage improves communication, document organization, and streamlines billing. Clio Payments ensures billing accuracy and strong record-keeping, while the client portal makes client communication easy. ### 6. Clean UI, Smooth Integrations, and Efficient Clio for Co-Counsel **Rating:** 4.0/5.0 stars **Reviewed by:** Lauren N. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Clio Manage?** The UI is simple, organized and clean. Integrations, such as payments, are smooth. Performance would earn an A-, with the only downside being the comparably long upload time for large files. ROI = satisfactory. Haven't yet spoken with customer support , but have heard they are quick and efficient. No experience with the AI yet. Clio for co-counsel is a very nifty feature and makes sharing files extremely easy. **What do you dislike about Clio Manage?** a) the slow upload speed for larger files; b) if you could double-click or click an edit icon next to each aspect of a matter that would help out with efficiency; c) the short period allowed to clients to set up their client portal from the e-mail once a folder is shared; d) unable to organize matters by special categories even though the data are uniform dates **What problems is Clio Manage solving and how is that benefiting you?** I appreciate Clio's activity/time-logging system—clean, easy, efficient, much nicer than paper or an excel spreadsheet. The ability to text clients from our firm number on the desktop computer is quite nice. ### 7. Organized, Fast Billing, and Seamless Outlook Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jaime N. | Assistant Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Clio Manage?** I love how organized it is, and I really appreciate that it cut our billing time down from a whole day to barely two hours. It’s been a great resource for us, especially because the search works so well. I also love that I can integrate it with Outlook. The price isn’t too crazy expensive, and their support team is super responsive whenever we need help. **What do you dislike about Clio Manage?** You can’t save multiple emails in one go without it automatically billing for each email (and if there’s a way around that, please tell me!). Also, your reports aren’t our favorite, but they work well enough for what we need. **What problems is Clio Manage solving and how is that benefiting you?** It is easy to use. We have a few people in the office that aren't super technology savvy, but they are able to use it without issues. We're able to see notes, communications, etc. because they are easily able to use the program. ### 8. Clio’s All-in-One Platform Makes Client Communication and Cloud Storage Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Kristi P. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Clio Manage?** I love that everything exists all in one platform. I can communicate with clients through text and email, and also set up a chat function where they can more easily share documents with me. I also find it super easy to store my client materials with easy cloud access from any device. I love the all-in-one model - I don't have to keep track of several softwares, just Clio. **What do you dislike about Clio Manage?** I wish I could connect more than one calendar to Clio Manage. I can only connect the calendar account that associated with the gmail I used to set up my Clio account, but I have several calendars that I manage across my business, but also across my volunteer organizations. It's hard for folks to schedule meetings with me through Clio Manage because if I forget to copy an event into my consulting gmail, my Clio scheduler will show I'm av available when I'm really not. It would be nice to be able to sync multiple calendars into Clio Manage to save me some time. **What problems is Clio Manage solving and how is that benefiting you?** File management and client communications. I can send and receive files easily, but also send my "normal" documentation to new clients such as intake forms and agreements. Clio Manage makes this very easy and allows me to more efficiently communicate with my clients without losing emails or forgetting where I saved a file. Clio Manage will back everything up for me automatically and is extremely efficient in that performance. ### 9. All-in-One, Easy-to-Learn Practice Management With Seamless Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda S. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Clio Manage?** Clio Manage offers everything all in one place! From our calendar to our contacts and everything in between there is no better system I have used. The ease of learning and using is unheard of! It offers a number of ways to do the same task making it easy for every type of learner to understand! It integrates fantastically with other programs like Microsoft Word of Adobe for PDFs. I love that I can literally just drag and drop items in. I can add time to be billed with one click once a document is placed in the file. **What do you dislike about Clio Manage?** I do not like that when adding a related contact to a matter, if that contact is not already in the system you have to add later. I wish that you could just click "add contact" and it could reroute you temporarily. Sometimes I do not remember to add the new contacts before creating the matter and have to go back in. **What problems is Clio Manage solving and how is that benefiting you?** Time management. The calendar is user friendly and quickly links the matter to the date and then allows me to notify the client and remind them of said date/time. I also just love that everything for client is in one place at your fingertips whether it be current or past matters. Everything is easy to find with one quick search within Clio. ### 10. Clear, Informative Dashboard That Makes File Progress Easy to Track **Rating:** 4.0/5.0 stars **Reviewed by:** Sammantha B. | Receptionist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Clio Manage?** I enjoy being able to look at the progress of a file, and the ability to see almost all the information that I need on their dashboard **What do you dislike about Clio Manage?** I wish that for clients that are existing clients that we had a way to send them intake forms through Clio Manage as well as Grow. We have some clients who are returning that have not had a recent relationship with anyone in our office, which already has a client file but we cannot send them an intake form like Grow does without adding them to grow, or adding the option to add not just an existing contact and being able to add their "Current" file to Grow would be beneficial. **What problems is Clio Manage solving and how is that benefiting you?** They added the new feature that allows us to add additional clients, however, one thing that I would like to see if Clio Grow would be more like Clio Manage when it comes to communications since alot of our PNC's we call them - needs a phone log, email log, etc. Also, I would like to see the newest feature where you can add 11 clients but if we can have it set up for at least two clients to default. Specifically, for our estate planning married couples this would be beneficial. ## 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/clio-manage-review-3555326?section=pricing&secure%5Bexpires_at%5D=2026-07-12+15%3A39%3A17+-0500&secure%5Bsession_id%5D=786a34de-8a1e-4a4d-a589-baa9fa642872&secure%5Btoken%5D=c7df31b3553328ef1bb628109cda79fe283c82c9dbc7788be22e4edcd26e605e&format=llm_user) ## Clio Manage Integrations - [8am DocketWise](https://www.g2.com/products/8am-docketwise/reviews) - 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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 - 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