Clio Manage

Clio eases the day-to-day of legal professionals all over the world with intuitive time tracking, billing, matter management, mobile apps, and more to streamline every task from client intake to invoice. With Clio Manage, the world’s most popular legal practice management software, and Clio Grow, a legal CRM platform designed to help you better manage your client relationships, the Clio Suite provides everything you need to run, grow, and manage your law firm.

Capabilities

Spans 5 product areas: Law Practice Management Suites, Accounting/Finance, Firm Analytics, KPIs and Reporting Tools, Payment processing, Document Automation and Assembly.

Workflow Coverage

Based on published feature listings, this tool maps to 8 workflow areas:

• Billing, Time & Finance — Billing and Invoicing, Time Tracking, Accounting, Budgeting/Forecasting (+11 more)
• Document Drafting & Automation — Document Assembly, Automated Document Generation and Assembly, Conditional Logic Support, Language Support for International Languages (+11 more)
• Firm Operations & Growth — Task Management, Staff Rostering, Integrations with Document Management Systems, Integrations with CRM (+2 more)
• Filing & Compliance — Calendar Integration, Calendar Management, Encryption in transit, timelines (+1 more)
• Client & Matter Lifecycle — CRM, Contacts Management, Conflicts Checking, Custom Client Intake
• Document Review & Management — Document Management, Document sets/Packages Supported, Extranets or Portals for Document Sharing, Version Control (+1 more)
• Communication & Collaboration — Client Portal, Native Email Client, Collaboration Tools for Document Automation, Integrations with Business Process Systems
• Research & Analysis — Insights and Analytics

Workflow mappings derived from published feature lists. Not independently verified.

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.