Get the full picture first
See recent activity, deadlines, client communication, and billing for a matter without asking the team to retell the story.
Lead your firm without directing every step
Keep work and reviews moving
Track ownership from assignment through approval, and see where review is causing a delay or reassignment would help.
Set standards, keep judgment
Approve matter templates, task lists, and document standards so every team starts from the same foundation.
Carry finished work to revenue
Follow the work from recorded time through bill review to payment, with the client relationship in view.
Know your firm as well as you know your cases
Performance makes sense when you can see the work behind it, from matter progress and review status to billing and collections. Clio’s legal AI can brief you on any matter in one pass and flag the ones that need you, so you decide what happens next.
- Spot outstanding balances past your threshold. Unpaid work over the limit you set comes to you first.
- See unbilled work early. Time that hasn’t reached a bill shows up before month end.
- Open the matter behind the flag. Each alert links to the record it came from.
Step in where you’re needed
Clear ownership, stages, tasks, deadlines, and review points keep routine progress visible. Clio can surface the matters that need your judgment, like an overdue task on a stalled file or a deadline found in a document, so you open the file when the decision is yours.
- See who owns what. Tasks and stages show the next step on every matter.
- Catch stalled matters. Overdue tasks and quiet files surface before a client asks.
- Get reports on a schedule. Have reports delivered to your inbox daily, weekly, or monthly.
Set standards that survive the handoff
When a matter changes hands, the next lawyer needs to know what’s complete, what’s outstanding, and which review steps apply. Shared matter templates and task lists keep your firm’s standards in place without asking every practice to work the same way.
- Start every matter the same way. Templates set the fields, tasks, and owners from day one.
- Hand off with history. Notes, documents, and decisions stay with the matter.
- Keep judgment with the lawyer. Lawyers stay responsible for strategy and advice on each matter.
Move reviews forward without becoming the bottleneck
With the matter context in view, you can give clear direction and keep reviews moving. Clio keeps drafts, source material, and feedback connected to the matter, so your time goes to the legal questions and client priorities.
- Review with the source in view. Drafts arrive with the documents and notes behind them.
- See what’s waiting on you. Filter tasks by assignee and status to find your queue.
- Work in Microsoft Word. Comments and changes come back to the matter.
Weigh matter decisions against capacity and cash flow
A matter can be on track legally and still strain capacity or cash flow. Budgets show live progress against the cap, and realization shows what each timekeeper worked, what was written down, and what was collected, so you can weigh the trade-off before it lands.
- Track matter budgets. See progress against the cap on matters with a budget.
- Find lost revenue early. See write-offs and discounts by timekeeper and practice area.
- Follow collections. Billing and payments stay tied to the matter.
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400,000+ legal professionals trust Clio
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1B+ global legal documents
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18+ years serving legal professionals
Clio has provided us a vast number of tools to improve the service we provide our clients. It’s difficult to imagine returning to a practice that doesn’t include Clio and also permits us to serve our clients as well as we do!
Managing Partner, Evolve Family Law
Managing partner software FAQs
What is managing partner software?
Managing partner software helps firm leaders oversee legal work and firm performance, from matter progress and workload to billing and collections. Clio connects that information to the client and matter records behind it. See Clio in action.
What should partners look for in firm performance software?
Look for utilization, realization, and collection rates across the firm, matter budgets with live progress against the cap, and reports that arrive on a schedule instead of waiting for someone to run them. Get a demo.
Can Clio show me which matters need attention?
Yes. Clio can surface the matters that need you, such as work in progress past a threshold you set, an overdue task on a stalled matter, or billable time nobody has logged. Open the record behind each one to decide where your attention goes.
Can Clio help standardize work across the firm?
Yes. Matter templates, task lists, custom fields, and document templates give your team a consistent starting point. Lawyers keep responsibility for professional judgment on every matter.
Can I connect legal work with billing and collections?
Yes. See write-offs and discounts across timekeepers and practice areas before bills go out. Realization compares worked hours with billed and collected amounts, and budgets show live progress against the cap. Get a demo.
Can I get the numbers without running the reports?
Yes. Schedule reports to arrive in your inbox daily, weekly, or monthly as a PDF or CSV, so realization, budgets, and collections come to you.
How does Clio’s legal AI support managing partners?
It surfaces what needs you, like an outstanding balance past your threshold or work sitting unbilled, and briefs you on any matter by pulling activity, deadlines, open tasks, and financial position together.
Is Clio secure for firm leadership and sensitive matters?
Yes. Clio holds SOC 2 Type II certification, and your firm’s data is stored in Canada. Matter permissions can close a sensitive file to anyone outside the group you name, including Clio’s legal AI, activity logs record every change with the user behind it, and your data isn’t used to train AI models.