Clio Manage

Legal Document Management Software

Work securely and efficiently from anywhere with Clio’s legal document management system, and benefit from the flexibility of unlimited document storage, advanced document search, e-signatures, and more.

Clio’s legal document management software features

Securely access, edit, and store your case files from anywhere with Clio’s legal document software.

Clio Grow Simplified UI Document Automation Electronic Signatures Documents and E-Signatures
  • Store an unlimited amount of legal documents

    Keep your image, audio, text, and video files backed up with secure, unlimited cloud storage. Bulk upload and download entire folders of documents.

  • Find the file you’re looking for in seconds

    Use Clio’s Global Search to retrieve a document based on terms in the title, text, or metadata. Sort files by custom categories, folders, authors, and dates.

  • Use electronic signatures

    Review, prepare, and send documents for signature. Remove the hassle of downloading, printing, or scanning as signed documents are automatically and securely saved in Clio.

  • Access your legal documents from anywhere

    Pull up any legal document on your laptop at any time to redline, annotate, and more. Spend less time preparing stacks of documents—and more time preparing your case.

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Intuitive file management from your desktop

Use Clio’s collection of desktop solutions to quickly and easily manage your files.
Available on Windows and Mac.

Clio Manag Document Management
  • Work seamlessly between your desktop and the cloud with Clio Drive

    Create, access, and share your matter-related files right from your desktop and securely sync them to Clio using our virtual drive experience. No need to download or reupload.

  • Open files from the web for easy document editing

    Use Clio Launcher to easily open files from your web app into programs like Microsoft Word, Adobe Reader, and more. Any updates you make will be saved on your desktop and in the cloud.

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  • Scan physical documents into Clio

    Use the Fujitsu ScanSnap to scan physical documents directly into Clio—and take advantage of the convenience of paperless document management.

Draft sets of documents in less time with Clio Draft

Improve your bottom line by spending less time on routine document management tasks—and more time on billable work—with advanced legal document automation features.

Clio Manage Simplified UI Document Management Document Template
  • Save time with automated templates

    Legal document automation software can reduce your routine legal drafting by 80%. Auto-fill court forms and convert existing Word files into reusable online templates with Clio Draft.

  • Remove repetitive work

    Enter data once and populate across sets of documents easily to eliminate repetitive retyping. Use conditional logic to update pronouns, subject-verb agreements, and edit clauses without spending manual hours.

  • Sync Data Directly from Clio

    Clio users can generate court forms with pre-populated data from Manage. This solution allows you to take advantage advanced legal document automation features in a seamless way, while reducing the risks of errors in completing forms.

  • Prepare your most-used docs in seconds

    Pre-save sets of most-used projects and auto-fill with client and matter information to finish projects faster.

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Collaborate on legal documents with ease

Manage documents as a team. Stay in sync as you create, annotate, and collaborate on files.

Clio Manage Simplified UI Integrations App Ecosystem
  • Sync documents across all your tools

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

  • Share documents easily

    Quickly share legal documents with clients and co-counsel via Clio for Clients, 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.

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Legal document management software FAQs

What is legal document management software?

Legal document management software allows lawyers and legal professionals to store, organize, and easily access documents. It is designed to help increase productivity at law firms by making documents easier to find, edit, access, and share. 

Legal document software also improves the security and confidentiality of important documents by preventing unauthorized access. It also allows firms to reduce paper, printing, and document storage costs.

Want to see how easy Clio makes document management? Try Clio for free.

What is the best legal document management software?

Clio is widely considered to be the best legal document management software, with thousands of positive ratings on G2 CrowdSoftwareAdvice.comCapterra, and Lawyerist.

Clio is also trusted by over 150,000 legal professionals, and approved by more than 90 bar associations and law societies worldwide.

What features should legal document management software have?

Before selecting a legal document management solution, ensure it has the following features:

Unlimited document storage: You should be able to store everything you need for every case in a secure location.

Security: Your legal document management system should store and back up all of your files securely.

Permissions controls: You should be able to control who can view and edit documents in your system.

Advanced search: Your system should be able to search text within documents of various file types (Word, PDF) so you can quickly find what you need.

Version control: Easy tracking of the last updated version of a document as well as previous versions.

Document automation tools: Your legal document management software should help you quickly create letters and other key documents automatically from templates.

Electronic signatures: You should be able to have clients easily sign legal documents electronically.

Integrations: Your document management tool should integrate with other document creation and storage programs such as Box, DropBox, OneDrive, or Google Drive

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

Clio’s legal document management software stores your files securely in the cloud. 

Instead of hosting files on your own servers, the cloud lets you access information from anywhere with an internet connection.

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

An unlimited amount. Clio offers a document management solution for the cloud as well as for your desktop computer. Documents you work on in the cloud will be mirrored to your computer desktop as well.

Can I set permissions and restrict access to specific documents?

You can use Clio’s user permissions to restrict access to specific users at the Matter level. Only those who have permission to a Matter will be able to access the documents within that Matter.

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

The only system requirement for Clio’s cloud-based legal document management software is your internet browser (with an internet connection).

Can I migrate my documents in to Clio?

Yes. You can add documents into Clio from another system. Learn how to do it in 5 steps here

We also integrate with popular document systems such as OneDrive, Box, Dropbox, Google Drive, and NetDocuments—making the migration process that much easier. 

What's the difference between Clio and other dedicated legal document management solutions?

Clio is more than just a legal document management system. In addition to document management, Clio provides all legal case management functionalities in one solution, including client intake, time tracking, billing and payments, and more. When you work within one tool, you can see all of your law firm’s documents next to the notes, events, time entries, and financial details for an individual case, and you can reduce lost billable hours, context switching, and human error.

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