Clio Manage

Legal Case Management Software

Use Clio’s case management software for case organization, time tracking, document management, calendaring, and billing—no matter where you are.

Every case detail in one place

Get an overview of all case information from a single dashboard. Link every contact, document, calendar event, note, time entry, and bill to the appropriate case.

Comprehensive case management with Clio Manage.
  • Reduce redundant tasks

    Enter data once. Use our legal case management software for document management, billing, time tracking, and more: Get it all done faster, and with less risk of error.

  • Access every case detail from anywhere

    Log in to your case management software to access documents, bills, client contact info and more from any computer with an internet connection—or download our mobile app.

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  • Add case information from existing software

    Log emails, file legal documents, and sync case details to Clio from over 200 other apps and software including Outlook, GSuite, and Dropbox.

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Collaborate on cases with lawyers and staff

Make case management easy with software that gives every member of your law firm insight into what's happening.

Easily see tasks and due dates with segmented task dashboards and quick task filters in Clio.
  • Improve client and colleague communications

    Use Clio as your firm’s single source of truth. Set permissions to protect sensitive case details, and communicate with clients and co-counsel with our secure online portal, Clio Connect.

  • Track status updates across your firm's cases

    Set the status of a case to Open, Pending, or Closed. Use notes and secure messages to easily share updates on a case.

  • See real-time case developments

    Track every change made to a legal case including new time entries and documents. See who made what change and when.

Configure Clio to meet your law firm's needs

Tailor our legal case management software to your law firm's processes, and enhance the way you work.

Clio's powerful dashboard for better firm management.
  • Standardize tracking of key case details

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

  • Organize cases the way you want

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

  • Use online intake forms to populate case profiles

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

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Frequently Asked Questions

What is legal case management software?

Case management software is a digital tool that law firms use to manage their legal cases and clients and keep cases organized. Everything, from time tracking, to document drafting, to billing, takes place inside your case management software.

What does legal case management software do?

Case management software provides you with an overview of your law firm’s cases and their affiliated details, including deadlines, documents, notes, bills, and more.

Legal case management solutions cover accounting, scheduling, time tracking, and more.   

What software do lawyers use?

Lawyers typically use several different types of software to run their firms. Legal case management software is the central and most important piece of the tech stack, but lawyers also use accounting software, such as QuickBooks Online or 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 enhance the client experience or fulfill needs more closely related to their practice area. For example, an IP firm may use IP docketing software.

It’s best if all your tools integrate with one another and share case and contact information, to reduce the need for duplicate data entry and risk of error. The Clio App Directory has over 200 integrations to explore.

What is the best legal case management software?

Clio is widely considered to be the leading case management solutions with a rating of 4.5/5 or higher on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist

Clio is also trusted by over 150,000 legal professionals, and approved by over 66 bar associations and law societies worldwide.

What kind of customer support is included?

We offer unlimited 24/5 support—that’s 24 hours a day, 5 days a week.

How do I transfer my current cases into my new software?

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

How much does case management software cost?

The cost of case management software varies greatly, depending on whether you’re using an on-premise or cloud-based solution. Cloud solutions tend to be more cost-effective for most firms, with their low monthly pricing models, free support, and free updates.

Clio’s legal case management software offers different pricing plans starting at $39 a month. We want to ensure firms of all sizes and requirements can find a solution that meets their needs.

What features does legal case management software have?

The following are all crucial features to look for in legal case management software. Clio has all listed below.

Case management: The ability to manage clients and cases and keep all case information organized.

Client/contact management: Case management also takes place on a per-client or per-contact basis, so this is key.

Task management: The ability to create and assign tasks to different staff and lawyers. Sophisticated solutions like Clio Manage can automate parts of this process when a case is created.

Calendar: Your case management software needs a full calendar with capabilities to manage your busy schedule.

Timekeeping: The ability to enter time as you work or after the fact. Case management software with timers helps you capture more billable time while you work.

Email: Your case management software should integrate with your chosen email provider. This makes it easier for lawyers to file emails to cases.

Document management: Can you use it to organize and store documents, and collaborate on them?

Document automation: Many case management softwares allow you to use templates to automatically create new documents, saving lawyers valuable time.

Accounting: Your case management software may not have a full accounting solution, but you should be able to reconcile accounts and view balances and transactions.

Trust accounting: The ability to track transactions related to operating accounts and trust accounts separately.

Invoicing and billing: Your practice management software should help you seamlessly generate bills and send them to clients.

Online credit card payments: More and more clients want to pay their lawyers via credit card or online. Your practice management software should offer the option to process payments via credit card.

Client portal: For sharing sensitive files and communications, an encrypted client portal with your case management software is the best option for ensuring client information is kept confidential.

Integrations: Your practice management software is the central hub for your law firm, but it needs to connect with the tools you already use, and tools you might want to use in the future.

Reports: How is your firm doing financially? How are you tracking against your goals? Your practice management software should be able to give you key business insights to answer these questions.

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