Clio Manage

The law is complicated enough—simplify managing your firm

The cloud-based legal practice management software that makes running your firm, organizing cases, and collaborating with clients from one place possible.

Legal Case Management Matter Dashboard

Make running your firm easier

  • Firm operations icon

    Do more billable work

    Make the most of your time, while Clio automates tasks, minimizes paperwork, and eliminates redundancies. Streamline day-to-day tasks, so you can get back to what matters most.

  • Case manage Icon

    Take the guesswork out of business decisions

    Work in compliance with regulatory standards using straightforward financial tools. Improve your processes and profit—it’s a win, win.

  • Client relations Icon

    Deliver the service your clients want

    Accommodate your clients with flexible e-signatures, online payments, and more. Clio helps you with the moving parts of case management, so you can focus on your clients.

  • Clio Manage Clio Payments Icon Payments

    Make it easier for clients to pay

    Clio helps provide a client-centered billing that gets you paid faster. Accept online payments in accordance with trust accounting rules, set flexible payment plans, and more.

Comprehensive Case Management

Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.

Clio Matter Templates
  • Information Accuracy and Consistency

    Ensure information is consistent and accurate across all of your cases. Accelerate your matter creation process with templates and use custom fields to record your most important case details.

  • Matter Organization

    Link every contact, task, invoice, and time entry to the appropriate matter—and add notes for you and your staff at any time.

  • Centralized Overview

    Get a view into firm finances, key tasks, upcoming appointments, and more from a single dashboard.

  • Real-Time Updates

    Track every development in Matter Timelines, and see who made what change and when. See new time entries, document uploads, and more—so you can be on top of every detail as it happens.

    See it in Action

Manage your legal documents from anywhere

No more lugging files around. Access, edit, and store your case files securely in the cloud.

Clio Manage Simplified UI Case Management Document Management Matters Documents
  • Unlimited Document Storage

    Reduce clutter and save time by organizing your text, image, audio, and video files in one place.

  • Document Automation

    Automate document preparation by using conditional fields to autofill documents with case information.

  • Document Editing

    Work efficiently by editing documents from your favorite software, and saving them to Clio in a click.

  • E-Signature

    Send documents for signature without having to print, download, or scan them.

    See it in Action

Bill and get paid for your work

Complete end-of-month billing in minutes. Reduce manual entry with custom pay plans based on fee structure. Make it easy for clients to pay with electronic bills and secure click-to-pay links.

Clio Payments Secure Payment Link
  • Invoice Management

    Track the status of unpaid bills, apply discounts to early payments, or add automated interest to late payments.

  • Reimbursable Expenses

    Categorize hard and soft costs with ease. Record reimbursable expenses to maintain accurate financial records.

  • Branded Bills

    Create professional invoices with aggregated or expanded activity lists, detailed statements of accounts, and your firm logo.

  • Online Payments

    Make it easy to get paid: accept credit card, debit card, digital wallet (Apple Pay or Google Pay), or eCheck payments securely, with one flat rate and no hidden fees.

    Learn More

With Clio, you can accomplish more—from one central place

Get more than just software

Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.

  • Security Icon

    Security

    Protect your clients’ information and firm’s data with industry-leading security.

  • Support Icon

    24/5 Support

    Get exceptional customer support from an award-winning team that’s dedicated to your success.

  • Integrations Icon

    250+ Integrations

    Use Clio's growing portfolio of integrations to instantly connect, expand, and sync your tools.

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Book a Live Demo

Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue

Try Clio for Free

Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime