Clio Manage is legal practice management software from Clio, with legal AI built in. It brings matters, deadlines, documents, client communication, time, billing, payments, legal accounting and reporting into one system. It is best for small and mid-sized law firms that want to run cases and the business side of the firm in one place, with plans from $49 per user a month and a 7-day free trial.
Product
Clio Manage
Founded
2008
Headquarters
Canada
Funding stage
Series G
Founders
Jack Newton, Raul Grinberg
Last updated
Considering Clio Manage?
Compare it against your team's workflow, integration, and approval needs.
Are you representing Clio Manage?
Claim this profile to update product capabilities, respond to buyer reviews and manage your organization's listing on DreamLegal
Claim Your ProfileOverview
What Clio Manage does
Each matter holds its status, client details, contacts, communications, notes, time, expenses and documents. Tasks, calendars and deadlines are tracked across the team, and automation applies the same steps, assignments and approvals to similar matters. Calendars sync both ways with Google and Outlook, and documents can be stored, edited, shared and signed with unlimited storage. Clients get Clio for Clients, a secure web and mobile app to message the firm, share documents, see appointments and bills, and pay. Emails from Outlook and Gmail file to the right matter automatically, and meetings can be recorded, transcribed and summarised. Billing turns recorded time and expenses into draft bills for approval, with online payments, payment plans, reminders and evergreen trust retainers. Legal accounting covers transaction matching and reconciliation, and dashboards report on productivity, billing, collections and profitability. Clio says customer data is not used to train third-party AI models, permissions are role-based, and the platform is SOC 2 Type II certified with encryption in transit and at rest. Clio Work (legal research and drafting AI) and Clio Grow (client intake) are add-ons; larger firms get Clio for Enterprise.
What it does
Clio Manage core capabilities
Matter management
Status, contacts, notes, time and documents per matter
Task management
Assign tasks, track deadlines and team workload
Calendaring
Two-way sync with Google and Outlook calendars
Clio for Clients
Secure client app for messages, documents and payments
Legal billing
Draft bills from recorded time, routed for approval
Online payments
Payment plans, reminders and evergreen trust retainers
Legal accounting
Transaction matching and account reconciliation
Firm dashboard
Productivity, billing, collections and profitability reports
Technical specifications
- Web, iOS and Android apps
- Integrations: Outlook, Gmail, Google and Microsoft calendars
- Unlimited document storage
- Legal AI built in from the Core plan
Who it is for
Who Clio Manage is built for
Target audience
- Mid-Sized Law Firm
- Chambers & Individual Lawyers
Team size
- 1-10
- 11-50
- 51-200
Case studies
No case studies yet
Clio Manage doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
Clio Manage security at a glance
Security certifications
Named enterprise customers
Pricing details
Clio Manage pricing
Starting price
Pricing model
Free version
Plans from $49 per user a month (Starter), then Core, Signature and Elite; AI included from Core. 7-day free trial, no credit card. Custom quotes for large firms.
Product videos & screenshots
See Clio Manage in action
Product interface
Clio Manage Interface
Comparisons
Popular Clio Manage comparisons
Evaluate how Clio Manage stacks up against competing legal tech solutions on features, compliance, and deployment.
Filevine Platform
Manupatra Legal Research Software
MyKase
Case BenchAlternatives
Top alternatives to Clio Manage
Discover verified legal software options offering similar workflow capabilities and regional compliance standards.
Filevine Platform
No case studies yetA singular system for clarity and command
Manupatra Legal Research Software
No case studies yetBuilt for Law. Driven by Technology. Trusted for 26+ Years.
Case Bench
No case studies yetYour case diary, now inside ChatGPT and Claude
Uptrust
No case studies yetImproved pretrial success, right at your fingertips.
VerdictSearch
No case studies yetThe Leading Provider of Verdict and Settlement Research
Time Manager
No case studies yetIncrease your firm's productivity and profitability
BriefCase PI
No case studies yetA Personal Injury solution without compromise.
Updates mentioning Clio Manage
View all
Transparency
Clio Manage sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about Clio Manage
Clio Manage starts at $49 per user a month on the Starter plan, which includes legal accounting. Core, Signature and Elite plans add AI, custom fields, matter stages and permissions, and Elite bundles Clio Grow. Clio gives prices for higher plans on request, and large firms get a custom quote.
Yes. Clio offers a 7-day free trial with no credit card needed. All plans include 24/5 live support, training and data migration, so a firm can move existing matters and contacts into Clio when it signs up.
Clio Manage is built for law firms that want to run matters, client communication, billing, payments and accounting in one system. Its Starter to Elite plans suit solo lawyers through to mid-sized firms, while Clio for Enterprise serves Am Law firms and corporate legal departments.
No. Clio says customer information is not used to train third-party AI models, it has zero-retention agreements with its AI model providers, and AI features work within the firm's role-based permissions. The platform is SOC 2 Type II and ISO 27001 certified.
Clio Manage runs the practice: matters, tasks, documents, billing, payments and accounting. Clio Grow handles client intake and acquisition and is bundled in the Elite plan. Clio Work is a legal AI add-on for research, analysis and drafting, grounded in the firm's matters.
Latest Insights