Clio Manage

Legal Document Management Software

Work securely and efficiently from our legal document management software, and benefit from the flexibility of unlimited document storage. Go paperless to save space, reduce clutter, and avoid hands-on filling.

Manage all your legal documents in Clio

Store, edit, and sync every one of your law firm’s files in Clio’s legal document management software.

Advanced document management with Clio Manage.
  • Store an unlimited amount of legal documents

    Save thousands of document, image, audio, and video files in our unlimited storage. Bulk upload and download entire folders of documents.

  • Find the file you’re looking for in seconds

    Get a desired document quickly by searching for keywords within its title, metadata, or text contents. Filter and sort legal documents by customized categories, folders, authors, and dates.

  • Access your legal documents from anywhere

    Pull up any legal document on your mobile phone or laptop at any time. Spend less time preparing stacks of documents—and more time preparing your case.

  • Secure and protect your files

    Take advantage of automatic file backups from our legal document management software, and leverage Clio’s industry-leading security for peace of mind.

Save time on document management

Improve your bottom line by spending less time on routine document management tasks, and more time on billable work.

  • Prepare your most-used legal documents in seconds

    Pull from case records with one click. Use Custom Fields to take information from your case records and drop it into templates automatically. Integrate with a variety of form libraries made for your practice area or jurisdiction.

  • Enjoy instant document editing

    Stop toggling back and forth between software. Clio Launcher, our quick document editing tool, works with Microsoft Word and dozens of other programs. Open, edit, and save legal documents directly within Clio.

  • File documents directly from the source

    Use Clio’s email plug-ins to save emails and attachments from Outlook or Gmail to specific matters in Clio. Scan documents to individual folders in Clio using the Fujitsu ScanSnap document scanner.

  • Capture billable time from any document

    Add a time entry from any document in Clio to immediately capture the time you spend preparing and editing documents for clients.

Make collaborating easier than ever

Manage documents as a team. Stay in sync as files are created, updated, and finalized.

  • Sync documents across all your tools

    View, edit, and save your files directly from our legal document management software to Dropbox, Box, OneDrive, NetDocuments, and Google Drive.

  • Make accessing documents easy for everyone

    Quickly share legal documents with clients and co-counsel via Clio Connect, our secure online client portal, or other software such as DocuSign. Set permissions to authorize specific access within your firm.

  • Track changes and conversations

    Stay on top of document changes with a full version history and running comment thread for each file stored in our legal document management software.

Frequently Asked Questions

What is legal document management software?

Where does Clio's legal document management software store my files?

How many legal documents can be stored for a matter or client?

Can I set permissions and restrict access to specific documents?

What are the system requirements for cloud-based legal document management software?

Can I migrate my documents in to Clio?

What's the difference between Clio and a solution made just for legal document management?

More Clio Manage features

  • Case Management

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

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

Try Clio For Free Schedule a Demo