Clio Manage Reviews & Pricing

Key Features

• Case Management: Get a comprehensive overview of legal cases and matters, linked with contacts, notes, bills and calendar events, all under one dashboard. Track time, edit information and work on cases from any device with an internet connection.
  • Case Overview: Manually enter case details, documentation and billing information once and access it from anywhere in the world. Integrate case details, email conversations and legal documents into the architecture from a variety of extensions like Outlook, Dropbox and GSuite to process data faster and without errors.
  • Case Collaboration: Encourage communication between team members, clients and co-counsels securely with Clio Connect, the in-platform chat portal. Monitor legal cases in real time for every change in documentation and billables and mark each case appropriately as pending, open or closed.
  • Case Organization: Organize and track important case details with custom data fields tailored to meet the needs and requirements of individual firms. Assign billing rates, custom categories, to-do lists, payment profiles and more to cases for streamlined search results. 
• Document Management: Store, manage, edit and synchronize an unlimited number of legal documents, images, video and audio files. Manage documents from anywhere in the world with bulk uploads and downloads and automated backup portals.
  • Document Optimization: Assign custom fields, categories, authors and folders to find files faster using keyword-based search. Edit, annotate or redline any document globally from any device.
  • Document Preparation: Create, open, edit and upload legal documents all from a single inclusion with the Clio Launcher extension. Scan documents with the Fujitsu ScanSnap portal, synchronize emails and attachments directly with case details and choose templates from various purpose-built form libraries for faster processing. 
  • Document Time Tracking: Convert the time spent preparing and editing documents as counsel into billable hours by simply creating a time entry.
  • Document Collaboration: Share legal documentation and matters with co-counsels, clients and team members with the integrated Clio Connect portal or third-party extensions like DocuSign. Import case matters from sources like Dropbox, OneDrive and Google Drive and manage edits with authorized full version history and comment thread inclusions.
• Contact Management: Get a glance at documents, billables and transactions associated with contacts and clients from the environment dashboard. Keep a detailed log of client interactions across phones, meetings and emails, trigger alerts for important touch points and vet existing clients and contacts in the firm database for conflicts of interest.
• Time Tracking: Account for time spent on client work by adding time entries directly from emails, communication logs, tasks, calendar events and documents. Track and review time manually or with an in-platform timer from both computers and the mobile application. 
• Expense Tracking: Add or edit expenses on the go with the in-app expense tracking portal. Sort expenses by user, status, date and other custom fields to always stay on top of billables.
  • Automated Billing: Assign custom rates to specific clients, time entries and activities and sync time tracked with expenses for automated billing. Automatically categorize expenses and eliminate accounting errors to collate year-end reconciliations. 
  • Billing Insights: Monitor billable and non-billable work to track firm profitability and benchmark firm performance with UTBMS codes.
• Task Management: Manage law firm processes by creating custom task categories or reassigning existing ones. Sort tasks by due date to stay on top of deadlines and never miss client obligations.
  • Task Collaboration: Assign case matters and tasks to team members, co-counsels and outside parties with the task management portal.
  • Task Watchlist: Get notifications about upcoming tasks and deadlines directly on the dashboard. Create tasks and manage notifications from all authorized devices.
  • Task Billables: Track hours spent on legal tasks by automatically linking time entries to the expense management portal.
  • Task Insights: Compare predicted time estimates against actual ones to improve future budget predictions for clients. Access employee-specific productivity and progress reports.
• Calendar Management: Remotely create and organize calendar entries on a case-to-case basis and synchronize events with Microsoft Outlook or Google Calendar.
  • Calendar Collaboration: Share calendar events and case updates with clients to increase client engagement. Stay on top of firm-wide meetings, case dates and intake appointments with synchronized calendars.
  • Deadline Management: Set custom alerts and notifications in advance for important events and meetings. Use the legal calendar extension to automatically add calendar entries based on U.S. Court Regulations. Monitor the statute of limitation on active cases and always file on time to avoid malpractice suits.
  • Scheduling Optimization: Create, edit and manage legal calendars effortlessly with the Clio Scheduler portal. Automatically assign appointment dates based on existing obligations to prevent expensive rescheduling delays.
• Accounting: Manage client trust funds and firm operating funds in compliance with industry standards. Perform regular internal audits and automatically generate reports required for compliance.
  • Account Management: Set up and manage trust and operating accounts with separate legal invoices for both accounts. Produce detailed accounting reports with the client ledger function and perform three-way reconciliations either manually or with the help of third-party applications like Quickbooks.
  • Fund Management: Monitor trust account thresholds and automatically request funds with Clio Connect. Automatically log all trust disbursements, generate invoices and circulate funds from trust accounts to operating accounts for expenses.
  • Accounting Insights: Isolate revenue earned in terms of income generated by each lawyer at the firm. Manage invoice history, aging billables, payables, “work in progress” items and more with integrated tools or external applications like QuickBooks Online.
• Billing Management: Remotely create and approve invoices, evaluate late payments and bill clients securely and electronically. Create custom billing plans and payment methods to automate financial processes.
  • Payment Management: Create personalized payment plans for individual clients with the Clio Payments portal to streamline billing. Increase cash flow with flexible payment methods including recurring credit card payments.
  • Invoice Management: Prepare detailed legal invoices with the firm’s logo. Offer customized tailor-made payment profiles for clients with alternate billing arrangements, grace periods, discounts and interest rates.
  • Billing Reports: Track firm finances with thorough billing reports for client transactions, aging receivables, matter balances and more. 
• Online Payments: Simplify online payments by sending clients the invoice and a secure credit card payment link via email. Automatically log credit card payments and synchronize transactions with third-party bookkeeping extensions. PCI-compliant and secures firm IOLTA accounts against chargebacks. 
• Firm Insights: Streamline workflow and resource allocation with detailed reporting on hours spent on billable and nonbillable work. Identify the most profitable practice areas and trends over specific time intervals to predict future budgets.
• Legal Client App: Provide clients with a self-service portal. Clients and contacts can upload documents, provide e-signatures and receive push notifications after logging in securely via Face ID, Touch ID or fingerprint. Case lawyers initiate client sign-up via email links.

Approach to Common Challenges

• Time Management: An integrated time-tracking tool allows lawyers to easily log and monitor billable hours, ensure accurate timekeeping and maximize billable hours without additional administrative burden.
• Document Management: The software offers cloud storage, comprehensive search capabilities and version control, allowing legal professionals to organize, access and manage important legal documents.
• Client Communication: Client portals facilitate secure and efficient communication and enable real-time document sharing and updates to keep everyone in the loop.
• Case Management: Attorneys can oversee all case aspects, including tracking deadline tracking, task management and appointment scheduling. This improves overall case workflow and productivity.
• Billing and Invoicing: Clio Manage simplifies the billing process with automated billing and invoicing features. It streamlines the creation, sending and tracking of invoices, ensuring timely payments and reducing administrative overhead.

Cost of Ownership

• EasyStart: Charges $39 monthly per user. It offers document management, calendar tracking, online payments, eSignatures and email integration. 
• Essentials: Charges $79 monthly per user. It provides client portals, document auto-filing, automated scheduling and reminders, and up to 250 third-party integrations. 
• Advanced: Charges $109 monthly for every user. Along with features from all the above plans, it offers case progress visualization, profitability insights, universal document search, client intake, and priority customer support and onboarding assistance. 
• Complete: Charges $139 monthly per user. It offers client intake funnels, automated appointments and follow-ups, website designing, Google Ad integrations, and data analytics.

• Add-Ons: Clio’s Essentials, Advanced and Complete pricing plans allow you to add extra features to the bundle at a cost based on your business requirements.
• Third-Party Integrations: It may charge extra for integrations based on the third-party vendor’s pricing policy. 

Limitations

• Document templates lack variety.
• It doesn’t sync well with Clio Grow.

Demo Resources

• Onboarding: The platform offers 30-minute live virtual training sessions to assist with various subjects, including onboarding, learning the platform interface, managing documents, handling clients and collecting payments. 
• Academy: Certified courses are available online and on-demand for free. Users can learn how to bill efficiently, track time, automate communications, set reminders, design client intake funnels and more.

FAQs

• Clio Manage: This is the core legal practice management software. It focuses on managing your existing clients and cases. Think of it as a central hub for organizing everything — calendars, tasks, case documents, client communication and billing.
• Clio Grow: This is a client intake and relationship management (CRM) tool. It helps you capture, qualify and convert leads into paying clients. Clio Grow seamlessly integrates with Clio Manage, so once a lead becomes a client, users can easily transfer their information and case details to Manage for further handling.