Make running your firm easier with Clio Manage
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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.
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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.
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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.
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Make it easier for clients to pay
Clio helps provide a client-centered billing that gets you paid faster. Accept online payments in accordance with trust accounting rules, set flexible payment plans, and more.
Comprehensive Case Management
Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
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Information Accuracy and Consistency
Ensure information is consistent and accurate across all of your cases. Accelerate your matter creation process with templates and use custom fields to record your most important case details.
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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.
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Centralized Overview
Get a view into firm finances, key tasks, upcoming appointments, and more from a single dashboard.
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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.
See it in Action
Manage your legal documents from anywhere
No more lugging files around. Access, edit, and store your case files securely in the cloud.
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Unlimited Document Storage
Reduce clutter and save time by organizing your text, image, audio, and video files in one place.
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Document Automation
Automate document preparation by using conditional fields to autofill documents with case information.
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Document Editing and E-Signature
Edit documents from your favorite software and save them to Clio in a click. Send documents for signature without having to print, download, or scan them.
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Court E-Filing
No more uploading and downloading files in separate tools. File and serve court documents directly from your case.
See it in Action
Bill and get paid for your work
Complete end-of-month billing in minutes. Reduce manual entry with custom pay plans based on fee structure. Make it easy for clients to pay with electronic bills and secure click-to-pay links.
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Invoice Management
Track the status of unpaid bills, apply discounts to early payments, or add automated interest to late payments.
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Reimbursable Expenses
Categorize hard and soft costs with ease. Record reimbursable expenses to maintain accurate financial records.
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Branded Bills
Create professional invoices with aggregated or expanded activity lists, detailed statements of accounts, and your firm logo.
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Online Payments
Make it easy to get paid: accept credit card, debit card, digital wallet (Apple Pay or Google Pay), or eCheck payments securely, with one flat rate and no hidden fees.
Learn More
With Clio Manage, you can accomplish more—from one central place
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Case Management
Stay organized, and access the information you need—from anywhere, at any time.
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Document Management
Edit, store, and organize your legal documents securely, from anywhere.
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Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.
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Client Management
Easily organize contact details, documents, and communication logs from intake to invoice.
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Accounting
Manage, record, and analyze every financial transaction in one system of record.
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Calendaring
Meet every deadline, with legal-specific features like automatic court date scheduling.
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Task Management
Manage firm productivity by assigning and tracking task completion.
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Online Payments
Make it easy to pay and get paid with online payments.
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Time & Expense Tracking
Seamlessly track time and expenses to make billing simple and accurate.
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Law Firm Reporting
See how many hours your firm has recorded, billed, and collected from a single dashboard.
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Client Portal
Enable clients to securely communicate and collaborate with their lawyer from desktop or mobile.
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Law Firm Communications
Manage client and firm communication all on one platform.
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Personal Injury
Close cases faster by organizing medical liens, damages, and settlements alongside your case files.
Get more than just software
Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.
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Security
Protect your clients’ information and firm’s data with industry-leading security.
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24/5 Support
Get exceptional customer support from an award-winning team that’s dedicated to your success.
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250+ Integrations
Use Clio's growing portfolio of integrations to instantly connect, expand, and sync your tools.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for Free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime