Clio Manage

Legal Task Management

Improve productivity across your firm. Organize to-do lists, see task progress, and manage your team’s workload.

Know what needs to get done

Easily see tasks and due dates with segmented task dashboards and quick task filters.

Easily see tasks and due dates with segmented task dashboards and quick task filters in Clio.
  • Set goals, track progress, and boost productivity

    Add details, such as types, statuses, and time estimations to every task with Advanced Tasks. Update the progress of a task in and outside the office with Clio’s mobile app.

  • Prioritize tasks

    Gauge your firm’s available bandwidth to take on new cases by tracking specific tasks and making task lists. Make better business decisions by comparing task time estimates against actual completion times.

  • Manage your work, your way

    Add as many custom task categories as you want using Advanced Tasks, or pull from existing task categories. Stay on top of progress by changing task status to Pending, In Progress, In Review, or Done.

  • Report on progress and productivity efficiently and effectively

    Manage productivity across your entire firm with progress and productivity reports. Organize tasks by status and owner: Upcoming, Overdue, and Completed tasks by User, Task Type, Client, and Matter.

All 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.

  • 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.

  • 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 legal practice management software will help your law firm get organized and practice more efficiently.

Try Clio For Free Schedule a Demo