Build consistency across matters and teams
Build repeatable processes into the system so work moves consistently across matters and teams, with clear handoffs and review points.
Practice management with legal AI built in
Clio Manage centralises your matters and gives you the tools and insights to move work, manage teams and clients, and run the firm.
Use AI to move work forward
Get answers and insights, and prepare next steps with AI that uses the information, permissions, and standards already in Clio.
Make better decisions across your firm
Coordinate teams, understand firm performance, and make better decisions about how the business operates and grows.
Stay on top of every matter
See the full matter, assign the next steps, automate repeatable work, and track progress through completion.
- Organise every detail. See its status, client information, related contacts, communications, notes, time, expenses, and recent activity.
- Keep work on schedule. See what needs attention, assign responsibility, manage tasks and calendars, and track deadlines, progress, and workload across the team.
- Build your process into every matter. Set the steps, assignments, handoffs, and approvals once, then use automation to apply them across similar matters.
- Manage every document. Store, organise, edit, share, and sign files securely, with every version easy to track.
Manage the client relationship
Give clients more ways to communicate, stay informed, and take action, while your team gets one clear view of every conversation.
- See every communication. Follow emails, texts, secure messages, and meeting notes in one consolidated view.
- Give clients their own secure app. With Clio for Clients, clients can message your firm, share documents, view appointments and bills, and make payments from web or mobile.
- Capture conversations automatically. Emails from Outlook and Gmail file automatically, while in-person meetings can be securely recorded, transcribed, and summarised.
- Automate routine follow-up. Get updates and replies drafted for your review, and send messages and reminders automatically at the points you choose.
Get paid faster and keep the books in order
Capture time and expenses, move bills through approval, give clients convenient ways to pay, and manage legal accounting in the same system.
- Automate client billing. Draft bills are prepared from recorded time and expenses, with issues flagged and bills routed for approval.
- Make it easier to pay and collect. Offer online payment options, payment plans, bill reminders, and evergreen trust retainers.
- Manage legal accounting with confidence. Automate financial workflows, transaction matching, and account reconciliation while reducing manual data entry.
Understand what is happening across your firm
Turn firm activity into clear reporting and AI-powered insights so you can make faster, more confident decisions.
- See performance in one place. Track matters, productivity, billing, collections, and profitability with dashboards and reports.
- Build or ask for the view you need. Get reports built for you, then filter, group, customise, and schedule them for the right people.
- Know where to act. See where matters are falling behind, workloads are stretched, and billing or collections need attention so you can step in sooner.
I love Clio Manage and all of the resources and tools that are available to me. As a lawyer, I have to focus my time on the 20% of things that bring in 80% of the revenue. I can’t focus on doing some of the other things that take up my time and Clio Manage really helps fill that gap.
Rudder Law Group, Burlington, Ontario
Never trains on your data
Customer information isn't used to train third-party AI models.
Access by role
Role-based permissions control who sees each matter, and AI works within them.
Independently audited
SOC 2 Type II certified, with encryption in transit and at rest.
Clio Manage FAQs
What is Clio Manage?
Clio Manage is one of the solutions that make up Clio's legal AI platform. It supports the day-to-day work of running a firm, including matters, deadlines, documents, client communication, time, billing, payments, accounting, and reporting. Because it shares Clio's platform foundation, relevant context and permissions can carry into other Clio solutions as your firm's needs grow.
Is Clio legal practice management software?
Yes. Clio includes the practice management capabilities firms expect, including case and matter management, calendaring, documents, tasks, time tracking, billing, payments, accounting, and reporting. It goes further as a legal AI platform that connects running the firm with winning clients and practising law.
How does AI help run my firm?
Clio uses the matter and practice context already in the platform to support specific operational work. It can automate workflows, answer questions, pull data, review documents, identify dates in court documents and prepare calendar events, surface matters that need attention, turn time and expenses into draft bills and more. You or the right person at your firm reviews or approves consequential work.
Is AI a separate product from Clio Manage?
No. AI is part of how Clio’s platform and solutions are designed. The specific AI capabilities available to a firm may vary by product, plan, region, and configuration.
Does Clio use my firm's data to train AI models?
Customer information isn't used to train third-party AI models. Clio's AI also works within the permissions and controls set in your firm's Clio account.
Can Clio help move our existing data?
Yes. Clio's migration specialists help transfer data from spreadsheets, server-based systems, and other cloud platforms through a planned, secure migration.