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.

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

    Work efficiently by directly editing documents in your favorite software—and save them to Clio with one click.

  • 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

  • Contact Management

    Easily organize contact details, documents, and communication logs from intake to invoice.

  • Time & Expense Tracking

    Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.

  • Calendaring

    Stay on top of deadlines, with legal-specific features like Court Rules.

  • Accounting

    Simplify reconciliations and comply with trust accounting regulations. Sync to third-party accounting systems.

  • 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.

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