Clio Manage

The law is complicated enough—simplify managing your firm

The cloud-based legal practice management software that makes running your firm, organizing cases, and collaborating with clients from one place possible.

Simplify managing your law firm with Clio Manage.

Make running your firm easier

  • Do more billable work

    Make the most of your time, while Clio automates tasks, minimizes paperwork, and eliminates redundancies. Streamline day-to-day tasks, so you can get back to what matters most.

  • Take the guesswork out of business decisions

    Work in compliance with regulatory standards using straightforward financial tools. Improve your processes and profit—it’s a win, win.

  • Deliver the service your clients want

    Accommodate your clients with flexible e-signatures, online payments, and more. Clio helps you with the moving parts of case management, so you can focus on your clients.

Comprehensive Case Management

Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.

  • Information Categorization

    Keep information consistent across your matters by using Custom Fields to record your most important case details.

  • Matter Organization

    Link every contact, task, invoice, and time entry to the appropriate matter—and add notes for you and your staff at any time.

  • Centralized Overview

    Get a view into firm finances, key tasks, upcoming appointments, and more from a single dashboard.

  • Real-Time Updates

    Track every development in Matter Timelines, and see who made what change and when. See new time entries, document uploads, and more—so you can be on top of every detail as it happens.

Advanced Document Management

Edit, store, and organize documents securely in the cloud. Reduce clutter and save time—no more lugging case files around.

  • Unlimited Document Storage

    Store any file type—including text, image, audio, and video.

  • Advanced Document Editing and e-Signatures

    Work efficiently by directly editing documents in your favorite software, and saving them to Clio in one click. Send documents for electronic signature right from Clio—without printing, downloading, or scanning—and have them automatically saved.

  • Document Automation

    Compile legal documents with easy-to-use templates. Use Conditional Fields to pull information from your case records and swiftly create a new document.

Faster Billing

Complete end-of-month billing in minutes. Reduce manual entry with custom payment plans based on fee structure. Get paid faster by sending bills via email or our secure client portal.

  • Invoice Management

    Track the status of unpaid bills, apply discounts to early payments, or add automated interest to late payments.

  • Reimbursable Expenses

    Categorize hard and soft costs with ease. Record reimbursable expenses to maintain accurate financial records.

  • Branded Bills

    Create professional invoices with aggregated or expanded activity lists, detailed statements of accounts, and your firm logo.

With Clio, you can accomplish more—from one central place

Get more than just software

Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.

  • Security

    Protect your clients’ information and firm’s data with industry-leading security.

  • 24/5 Support

    Get exceptional customer support from an award-winning team that’s dedicated to your success.

  • 200+ Integrations

    Visit Clio's App Directory, our growing portfolio of integrations, to instantly connect, expand, and sync your tools.

Get started today

See how Clio Manage can help your law firm get organized and practice more efficiently.

Try Clio For Free Schedule a Demo