Clio Manage

Legal Case Management Software

Use Clio’s case management software to organize your law firm’s cases and access the right information at the right time—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 as your law firm's hub for managing projects, generating documents, tracking deadlines, sending bills, and more.

  • Access every case detail from anywhere

    Log in to your case management software 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 150 other apps and software including Outlook, GSuite, and Dropbox.

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Collaborate on cases with your team

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

  • Increase visibility

    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 caseload

    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.

  • Track the information that matters

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

  • 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?

What does legal case management software do?

Is Clio the best legal case management software?

What kind of customer support is included?

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

How much does case management software cost?

More Clio Manage features

  • Document Management

    Edit, store, and organize your legal documents securely and directly in the cloud.

  • Billing

    Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.

  • Contact Management

    Easily organize contact details, documents, and communication logs from intake to invoice.

  • Accounting

    Simplify reconciliations and comply with trust accounting regulations. Sync to third-party accounting systems.

  • Calendaring

    Stay on top of deadlines, with legal-specific features like Court Rules.

  • Task Management

    Assign and track tasks. Report on task progress, identify roadblocks, and better manage productivity.

  • Online Payments

    Get paid faster and make it easier for clients to pay by accepting online credit card payments.

  • Time & Expense Tracking

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

Get started today

See how Clio's legal case management software can help your law firm get organized and practice more efficiently.

Try Clio For Free Schedule a Demo