Clio Manage

Legal Document Management

Go paperless to save space, reduce clutter, and avoid hands-on filing. Work securely and efficiently from Clio, and benefit from the flexibility of unlimited document storage.

Store, edit, and sync all your legal documents in Clio

Advanced document management with Clio Manage.
  • Store an unlimited amount of files in Clio

    Save text, image, audio, and video files in Clio’s unlimited storage, and know they are automatically backed up and can be bulk-exported at any time.

  • Pull from case records with one click

    Prepare your most-used legal documents in seconds. Use Custom Fields to take information from your case records and drop it into templates automatically.

  • Enjoy instant document editing

    Stop toggling back and forth between platforms with Clio Launcher. Open, edit, and save documents directly within Clio in just a few clicks.

  • Find the file you’re looking for quickly

    Get a desired document fast by searching for keywords within its title, metadata, or text contents. Filter and sort documents by category, author, and date.

Make collaborating easier than ever

  • Make accessing documents easy for everyone

    Allow clients and co-counsels to access key documents as cases progress via our secure client portal, Clio Connect. Set permissions to authorize specific access within your firm.

  • Sync documents across all your tools

    View, edit, and save documents directly from Clio to Dropbox, Box, OneDrive, NetDocuments, and Google Drive. 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.

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