Clio Manage Reviews & Product Details

Clio Manage Overview

What is 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 Details
Product Website
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English
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Product Description

Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

How do you position yourself against your competitors?

Clio is the leading cloud-based legal software platform designed to transform the way legal professionals manage their work. Our focus is on empowering law firms of all sizes and practice areas.

What Sets Clio Apart?

- All-in-One Platform

- Cloud-Native and Mobile-First

- Ease of Use and Scalability

- Extensive Integrations

- Commitment to Legal Innovation

- Unparalleled Support and Community


Seller

Clio

Description

Clio is the global leader in cloud-based legal practice management solutions for mid-sized, small & solo firms.

Overview Provided by:

Clio Manage Integrations

(10)
Verified by Clio Manage

Recent Clio Manage Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
0.0 out of 5
"Clio is a DUD - no customer service, ongoing billing issues - AVOID"
Nothing. Nothing at all. Clio added absolutely nothing to my practice. They continued billing me even after I cancelled my subscription because the...
LR
Liliana R.Mid-Market (51-1000 emp.)
3.0 out of 5
"Clio user review"
It is super easy to use even if you don't get any training you can learn yourself to use it
ES
Eugene S.Small-Business (50 or fewer emp.)
5.0 out of 5
"great legal software"
all around user friendly, has separate CRM and accounting modules

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661 Clio Manage Reviews

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661 Clio Manage Reviews
4.6 out of 5
661 Clio Manage Reviews
4.6 out of 5

Clio Manage Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
JL
Attorney
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Clio Manage?

Clio Manage has completely streamlined our firm’s operations. The interface is intuitive, and the cloud-based access means our team can work securely from anywhere. Time tracking, billing, and document management are all seamlessly integrated, and the reporting tools provide valuable insights into firm performance. The integrations with Microsoft 365 and Clio Grow are especially powerful, allowing us to automate tasks and reduce administrative overhead. Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

There’s a bit of a learning curve when setting up more advanced features, but Clio’s support team and knowledge base make it easy to get up to speed. Occasional updates can slightly shift the UI, but they’re always improvements in the long run. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

Clio Manage has eliminated the need for multiple disconnected tools. We now have a centralized platform for case management, billing, calendaring, and client communication. This has improved our efficiency, reduced errors, and allowed us to deliver a better client experience. It’s also made remote work and collaboration much easier. Review collected by and hosted on G2.com.

RH
Attorney at Law
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Clio Manage?

Strong database and interoperability. Texting feature is good. There's enough depth that you can track the way you want.

The accounting software is very good. Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

Search feature is weak-great in the case and client names, but fails to correctly search custom fields. For example, if you have case numbers set up as a custom field you can ONLY give a complete search parameter-so you need to enter the full case number, but it won't search for the last four digits.

Some of the organizational choices are odd.

The AI isn't strong.

Finally, when you create a contact and add info-ie phone numbers-when you look at them later that will be labeled as other even though you entered it as mobile. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

Modern practice management requires case management software. I have tried three extensively-Amicus (20+yrs), MyCase (1 yr) and now two years with Clio. Clio is the best of the bunch. My Amicus database began reporting bad due dates (there and then gone and then back again.) That's the stuff of malpractice claims. MyCase was just disappointing in use. Clio, warts and all, is easy to work with. Review collected by and hosted on G2.com.

TB
Founder
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Clio Manage?

I was the Managing Partner of a boutique law firm that purchased a license to Time Slips in the early 2000s. We migrated to Amazon Web Services as a host for our billing program and the iManage document management system (DMS). When Timeslips and iManage stopped supporting individual licenses, we needed to migrate to a new cloud solution. I was very apprehensive about learning a new billing software platform, but I am so glad that I took the risk. It is more stable, intuitive, streamlined, and fun to use. I highly recommend!! The customer support made the data migration painless and without a glitch. It took approximately 30-60 days to fully implement, and the process went smoothly. I use this program every day for most of the day and love the timer, which allows me to record my time accurately and honestly. Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

Pros: ease of use, ease of migration, ease of integration, cost, quicker pay, and more straightforward reminders to delinquent accounts.

Cons: payment processing fees for clients who pay by eCheck or credit card. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

Month-end billing time consumption - - much faster. Slow-paying clients. Review collected by and hosted on G2.com.

Verified User in Legal Services
AL
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Clio Manage?

Clio Manage has completely transformed the way our firm operates. From the moment we implemented it, we noticed a significant improvement in our workflow, communication, and overall efficiency. The platform is incredibly intuitive and offers a robust set of features tailored specifically for legal professionals.

Time tracking, billing, document management, and client communications are all seamlessly integrated. What used to take hours across multiple systems can now be done in minutes with just a few clicks. Clio’s automation tools—especially for invoicing and reminders—save us time and ensure nothing falls through the cracks. Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

While Clio offers tiered pricing, many of its most useful features (such as advanced reporting, document automation, or custom fields) are locked behind the upper-tier plans. When you add on Clio Grow for client intake and CRM, the overall cost can be significant. For smaller firms or solo practitioners, this may feel like a hefty investment that doesn't always justify the return. The task and calendar systems are serviceable but feel basic and sometimes disconnected. For example, tasks don’t always sync intuitively with events or matter workflows, and recurring task setup lacks flexibility. This can lead to inefficiencies in complex litigation or transactional practices with multiple moving parts. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

Problem: Time tracking was inconsistent and billing often delayed, leading to revenue leakage.

Solution: Clio allows for real-time time tracking directly within matters or through its mobile app, and seamlessly converts time entries into invoices.

Benefit: Billable time capture has significantly improved, invoices go out faster, and collections are more predictable. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Clio Manage?

It's incredible. The ease of use, the amount of features they pack in, the way they think of everything that you could need that specifically pertains to the legal field, everything is so well thought out and well-organized here. It's your central hub for all of your files, your documents, your contacts, everything! And it automates so many things, even without the "automations" add-ons! It automatically sends text and email reminders to clients about events (i.e., court dates), both when you create the event as well as the day before the event happens! And even without Clio Draft, it still does a decent amount of automatically creating documents from templates that you upload, so that you can just press a button, wait about 30 seconds, and you have a fully written, perfect document ready to sign and file! And everything comes with a more than friendly staff who are always ready to bend over backwards to help you. Also: they are ALWAYS upgrading things, so the value actually increases over time; since they will upgrade and add new features, new looks, and new integrations while keeping the price the same! In the 2.5 years I've used it, they've only increased the price once and it was still WELL worth all the stuff they give you! I cannot say enough about Clio, and will recommend it to anyone considering a legal software! Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

Some of the functionalities bug out at times. But mostly one of the downsides is that it takes a lot of front-end work; if you really want all of your documents to be automated as templates, you have to sit down and create those templates one by one and upload them to Clio. This is not a lot when you do it for a few documents, but it really adds up when you want every possible document in your practice to work this way. Other than some weird signs that show up when you run Clio programs (like the one that lets you edit your docs while they still remain in the cloud), but are basically harmless, there's not a whole lot else! And some of the customer service people are nice but don't know how to fix your problem. But it depends on the person, and you can always ask someone else in their department. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

All the above! It takes almost everything I need to do for my clients and puts them in one place. The only thing I use outside of clio and my Gmail/Google Calendar is my iPad, and I only use that to write notes since I prefer handwriting my notes instead of typing them. Basically everything else is in Clio! Review collected by and hosted on G2.com.

NP
Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Clio Manage?

Clio Complete makes legal practice management seamless, especially for drafting documents in our family law practice. The platform is well-organized, making it easy to share files, communicate with clients, and document interactions efficiently. Its cloud-based accessibility and integrations enhance collaboration and streamline workflows. Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

While it’s a powerful tool, some advanced customization options could be improved. Certain features require a learning curve, and pricing might feel a bit high for smaller firms. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

File Management & Sharing: The cloud-based system makes it simple to store and share documents securely, cutting down on time spent searching for files or coordinating with clients. Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Clio Manage?

It's very simple and intuitive to add and manage new matters in Clio Manage. Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

The integration between Clio Grow and Clio Manage could be more seamless and reliable. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

Clio Manage helps solve several operational challenges in our firm, primarily by centralizing case information, streamlining task management, and simplifying time tracking and billing. It eliminates the need to juggle multiple tools, reducing administrative overhead and human error. With everything in one place — from documents and calendar events to communications and client data — it’s much easier to stay organized and efficient.

The platform’s cloud-based access also enables our team to work seamlessly from anywhere, which has improved collaboration and flexibility. Ultimately, Clio Manage saves us time, increases billable hours, and allows us to focus more on serving our clients. Review collected by and hosted on G2.com.

MP
Law Clerk
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Clio Manage?

I love the interface, so easy to find everything and it looks visually pleasing. Customer support is also very responsive and there to assist with any questions or concerns that we have Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

One thing I would love to see Clio add is the ability to write cheques in the program rather than having to do it in an external program. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

PClaw had a very poor interface for accounting and Clio's is simple to use. I have also found that first time users are able to learn Clio accounting faster than they would learn PCLaw Review collected by and hosted on G2.com.

BP
Paralegal/Office Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Clio Manage?

Having all the case information in one convenient place. Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

It would be helpful to be able to have the credit card fees billed to the client when they make payment similar to how Heartland does it. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

Centralizes our data by case/client; before Clio we had a names & numbers file for each case so to update an address you had to remember all the cases that contact may be involved and update each file. Review collected by and hosted on G2.com.

MG
Paralegal
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Clio Manage?

Easy to learn and fairly clear on where to place specific information. Also easy to customize and search within. Review collected by and hosted on G2.com.

What do you dislike about Clio Manage?

Not much but I wish related matters were on the same web page. Review collected by and hosted on G2.com.

What problems is Clio Manage solving and how is that benefiting you?

Drafting and making changes between multiple employees in one place that can be tracked and sharing information outside of Outlook Review collected by and hosted on G2.com.