Clio Manage

Legal Client Management Software

Manage all of your clients and contacts at your law office with Clio’s legal client management software.

Track every client and every detail

Use Clio to track everyone your law firm interacts with—clients, companies, outside counsel, witnesses, vendors, and more.

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  • Get contact details at a glance

    Get a quick overview of your firm’s clients and contacts. See their connected matters, documents, transactions, and bills. Keep client information organized to ensure no followup, detail, or interaction is missed.

  • Remember every client conversation

    Track a client’s history of interactions with your firm—across email, phone, and in-person meetings. Record emails to a client’s communication log from Outlook and Gmail, and add notes directly into a client profile.

  • Do complete conflict checks

    Quickly search your entire client and contact database for any conflicts of interest.

  • Track specific client details

    Record details needed for your firm's processes in custom contact data fields. The more you know about your contacts, the better you can meet and exceed their expectations.

Deliver a great client experience

Turn every client into a referral, a good review, and more business for your law firm.

  • Keep track of the important details

    Attach a profile photo to each client profile to help quickly associate a name with a face. Add personalized billing preferences and rates, contact attributes, and more.

  • Make collaborating more efficient

    Share documents, tasks, and bills with clients through our secure client portal. Provide access to matter developments, and increase efficiencies by keeping everyone in the loop.

  • Sync contacts and access them on the go

    Sync all of your contacts to your Google or Outlook contacts list, and use Clio’s mobile app to pull up contact details from your phone.

  • Impress new contacts and clients from day one

    Use Clio Grow to effectively manage your client intake process, and capture contact information directly from online intake forms.

Frequently Asked Questions

What is legal client management software?

Legal client management software keeps a record of the contact details of your clients, vendors, co-counsel, and other parties your law office works with. 

This software also tracks legal-specific details like billing preferences, case details, and more.

Are there any limits to the number of contacts I can store in Clio?

No. Clio also offers free unlimited data storage for documents or any other kind of file.

Can I export contact lists?

Yes. You can export contact details (including custom data fields) to Microsoft Excel from the main contacts list.

How do Clio’s case management and client management features work together?

Clio allows you to attach a primary contact to any matter, as well as other secondary contacts.

Does Clio let me track companies in addition to people?

Yes. You can create “companies” in Clio’s legal contact management software, and add contacts as employees of that company

What billing information does Clio let me track at the contact level?

Clio’s legal contact management software lets you set a customized LEDES client ID, hourly rate, and billing profile (which includes grace periods, interest, and discounts) for each contact.

More Clio Manage features

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

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