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CLIO MANAGE

Legal matter management software

Effortlessly manage cases, documents, and tasks to enhance your firm’s productivity and client satisfaction.

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Features of Clio’s legal matter management system

Experience the power of the industry’s leading legal matter management software for legal departments and legal operations. One of its key features is comprehensive contract management functionality.

A centralised dashboard gives you a complete overview of all case information, streamlining legal processes for legal teams. It also centralises matter data and offers unlimited document storage, allowing you to add unlimited amounts of text, audio, and visual files to each individual case.

Link every contact, document, calendar event, note, time entry, and bill to the appropriate matter to make every task flow as smoothly as possible.

Reduce redundant tasks

Streamline your legal practice with Clio Manage, the premier cloud-based legal matter management software. Manage documents, bill, record time, and more. Get it all done faster and with less risk of error so you can focus on the most important tasks for your legal practice.

Access every case detail from anywhere

With Clio’s matter management software, access your documents, bills, client contact info, and more from any computer with an internet connection. Download our mobile app for lawyering on the go.

Add matter information from existing software

Log emails, file legal documents, and sync matter details to Clio from over 100 other apps and software, including Outlook, GSuite, and Dropbox. Experience seamless integration with your existing tools for greater flexibility and easier handling of legal matters.

Clio has made managing clients, matters, and invoicing for us as a law firm a breeze. It is a fantastic service for professional firms. I highly recommend Clio.

Jai Singh

Alston Asquith

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Collaborate on matters with lawyers and staff

Our law firm matter management software makes it easier to manage matters and gives every member of your law firm insight into what’s happening. Clio’s Firm Feed tracks every matter update, allowing you to see who made what change and when.

Improve client and colleague communications

Use our matter management software as your firm’s single source of truth. Set permissions to protect sensitive matter details and communicate with clients and co-counsels with our secure online portals, Clio for Clients and Clio for Co-Counsel.

Track matter progress at a glance

Set the status of a matter to Open, Pending, or Closed. Use notes and secure messages to share updates on a case easily. And allow collaborations between colleagues for more efficient processing of cases.

See real-time matter developments

Collaborate efficiently to do the best work for your clients. Track every change made to a legal matter, including new time entries and documents.

Clio Manage: the only legal matter management software you need.

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Configure our legal practice management software to meet your law firm’s needs

Enhance the way you work, save time on routine matter management tasks, and focus on those that count for your legal practice.

Accelerate matter creation

Get more time in your day with easy-to-use templates filled with preset information. Plus, it improves the consistency and accuracy of information across all your cases.

Standardise tracking of key matter details

Create custom data fields specific to your law firm’s processes or legal practice areas to collect, store, and search for matter details efficiently. Use this information for document automation.

Organise matters the way you want

Attach custom categories, task lists, billing rates, payment profiles, budgets, and more to each legal matter.

Use online intake forms to populate matter profiles

Create custom online intake forms with Clio Grow and sync them to Clio Manage to streamline the client onboarding process.

We love Clio. It’s the best matter management software we’ve ever used. The service and support is second to none. We almost want to keep Clio secret – it’s our unfair advantage over the competition.

Louise Coyne

Coyne Partners

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More Clio Manage features

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  • Legal document management

    Edit, store, and organise your legal documents securely, from anywhere.

  • Client accounting software

    Simplify reconciliations and your firm’s billing process. Sync to third-party accounting systems.

  • Clio Payments

    Looking for a legal payment processing provider? Clio Payments makes it easy for clients to pay their lawyer online.

  • Legal calendaring

    Stay on top of deadlines, with the ability to view diary events by case and to add custom reminders for any event.

  • Time and expense recording

    Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.

  • Law firm performance dashboard

    See how many hours your firm has captured, billed, and collected in one dashboard.

  • Task management

    Clio Manage makes running your firm, organising cases, and collaborating with clients from one place possible.

  • Client portal

    A desktop and mobile app for clients to communicate and collaborate with their lawyer.

Legal matter management software FAQs

What is legal matter management software?

Legal matter management software is a digital tool that law firms use to manage their legal cases and clients and keep cases organised. It allows for a more streamlined workflow and smoother billing, time tracking, and document management processes so you can focus on billable work.

What does legal practice management software do?

Legal practice management software, including case management tools, provides an overview of your law firm’s matters and their associated details, including deadlines, documents, notes, bills, and more.

A comprehensive matter management solution covers accounting, scheduling, time tracking, and more. These features will help you manage your practice more efficiently, contribute to better cash flow management, and ease collaboration on cases. This will give you more time to work on tasks that will bring money into your legal practice.

What software do lawyers use?

Lawyers typically use several different types of software to run their firms. Your chosen legal software suite is the central and most important piece of the tech stack, but lawyers also use accounting software, such as Xero, document software, such as Microsoft Word, and an email provider, such as Microsoft Outlook or Gmail. Law firms may also add other tools to fulfil needs more closely related to their practice area. The Clio App Directory has over 100 integrations to explore, so you can find out how it will integrate with the tools you are currently using.

Why should my law firm use matter management software?

Legal matter management software helps lawyers spend more time practising law and serving clients, reducing time spent on administrative tasks.

What is the best legal matter management software?

The best legal case management software should have features that help it be efficient, such as billing, case management, calendaring, accounting, task management, online payments, time and expense tracking, and document management. You’ll also want to look for reviews and testimonials to ensure you choose the industry’s best case management software.

For instance, Clio is trusted by over 150,000 legal professionals and approved by over 100+ bar associations and law societies worldwide, Clio is widely considered to be the leading case management solution with a rating of 4.5/5 or higher on G2 Crowd and Capterra.

What kind of customer support is included with Clio?

Our data migration team can assist in transferring information from another legal case management solution to our software.

We offer unlimited support 24 hours a day, five days a week, so we can answer any questions you might have without impairing your working day.

How do I transfer my current matters into Clio?

Our data migration team can assist in bringing over information from another legal case management solution to our software so that you don’t have to do it manually.

How much does matter management software cost?

The cost varies greatly, depending on whether you use an on-premise or cloud-based solution. Cloud solutions are more cost-effective for most firms, with their low monthly pricing models, free support, and free updates.

Our legal matter management software offers monthly and annual pricing plans. We want to ensure firms of all sizes and requirements can find a solution that meets their needs (more information is available on our Pricing Page).

What features does legal matter management software have?

Key features include matter management, client/contact management, task management, calendaring, timekeeping, email integration, document management, document automation, accounting, client accounting, invoicing and billing, online payments, client portals, integrations, and reporting.

How do you choose legal matter management software?

Choosing a solicitor matter management software suite is essential as it has the potential to simplify your processes. Start by identifying the gaps in your practice and see if software like Clio can plug them. It’s best if all of the tools in your legal tech stack integrate and share case and contact information to reduce the need for duplicate data entry and the risk of error.

See how Clio can help your firm get organised

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