Clio Manage

Legal Contact Management

Manage clients effectively with minimal effort.

Get client details at a glance

Get a quick overview of your firm’s clients—including their matters, documents, and bills. Keep client information organized to ensure no follow-up, detail, or exchange is missed.

  • Track specific client details

    Track the details needed for your firm's processes in custom data fields for clients and companies. The more you know about your client, the better you can meet and exceed their expectations.

  • Monitor client communications

    Keep a record of every client interaction in Clio’s communications logs. Use permissions settings to grant or restrict access to a client’s communication history for other members of your firm.

  • Make collaborating more efficient

    Share specific resources with clients, contacts, or co-counsels through our secure web-based portal, Clio Connect. Provide access to review and contribute to matter developments, and increase efficiencies by keeping everyone in the loop.

More Clio Manage features

  • Case Management

    Stay organized, and access the information you need—from anywhere, at any time.

  • 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.

  • 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 attorney client management software can help your law firm get organized and practice more efficiently.

Try Clio For Free Schedule a Demo