What is Clio Manage?
Clio Manage is a popular legal practice management solution used by over 150,000 legal professionals worldwide. In general, Clio Manage is used by small to medium sized firms. Clio Manage includes features such as contact management, a calendar, document management, time tracking, billing, and online payment processing.
Table of Contents
- What is Clio Manage?
- Clio Manage Review Summary
- Clio Manage Pricing & Cost
- Clio Manage Features
- Clio Manage Alternatives & Competitors
- Is Clio Manage Right For You?
Clio Manage Review Summary
Clio Manage was founded by Jack Newton and Rian Gauvreau in 2007. Today, this solution is used by over 150,000 legal professionals in 90 countries.
Clio Manage includes robust features that help legal professionals grow their law firms. These features include contact management, a calendar, document management, time tracking, billing, and online payment processing.
In general, Clio Manage is used by small to medium sized law firms. Clio Manage’s pricing ranges from $49 to $125 per month depending on the subscription plan you choose.
Overall, Clio Manage is one of the best legal practice management solutions available on the market today. If you are looking for a robust legal practice management solution that offers more integrations with third-party solutions than any competitor, then we highly recommend Clio Manage. If you desire a legal practice management solution with built-in accounting, consider testing AbacusLaw.
Clio Manage Pricing & Cost
Clio Manage pricing ranges from $49 to $125 per user per month. The company offers a 8% to 22% discount for annual contracts that are paid upfront. Here’s an overview of Clio Manage’s pricing plans:
- Starter plan: $49 per user per month
- Boutique plan: $69 per user per month
- Elite plan: $109 per user per month
- Suite plan: $125 per user per month
Clio Manage Features
Below, we'll discuss the key features of Clio Manage, and how they can streamline your workflow and automate many of your day-to-day tasks. We include screenshots of the product to give you a sense of its design and layout.
Clio’s dashboard offers an overview of your law firm’s performance in one central location. The modules in the dashboard showcase your firm’s productivity, efficiency, and revenue at a glance. The three primary modules in Clio’s dashboard show your firm’s utilization, realization, and collection rates.
- Utilization rate: Number of billable hours worked divided by number of hours in a day
- Realization rate: Number of billable hours invoiced divided by the number of billable hours worked
- Collection rate: Number of hours collected divided by the number of hours invoiced
Clio Manage consolidates all essential contact and matter data, and offers a centralized overview of your case information. Here are some of the most important items you can link to your cases in Clio:
- Calendar events
- Communication history
- Time entries
With the Custom Fields feature, you can tailor Clio to best fit the needs of your law firm and practice area. You can add, remove, group, and rearrange fields that you see below in the Matters tab. For example, you can add a SSN number field to your immigration clients under Details, and modify the order, so the custom field appears first in the list.
Clio Manage’s contact management tool helps you track and manage all client interactions with your law firm. Any type of contact can be stored in Clio Manage including clients, companies, outside counsel, witnesses, and vendors. You can connect and track matters, documents, transactions, and bills to each contact.
Clio automatically records essential details from email and phone conversations. Additionally, Clio saves communication logs from conversations you have with clients through Outlook and Gmail.
Clio Manage’s legal calendaring software helps you track case milestones and schedule deadlines. The calendar includes an intuitive interface with drag-and-drop capabilities to help you quickly adjust schedules.
With Court Rules, you can add key events to your calendar automatically in accordance with the rules and filing deadlines for hundreds of courts across the U.S. Also, Clio will automatically populate statute of limitations dates for all your cases in the calendar.
Clio Manage includes automated email reminders to help you keep track of important events. You can create multiple notifications per event, and send the notification days or minutes in advance.
Clio Manage’s legal task management software helps firms improve productivity and manage workload. You can create to-do lists and assign tasks to different team members. Clio Manage tracks the progress of each task, and displays all upcoming and overdue tasks on the dashboard.
You can add time estimates to each task needed in a legal case. This helps you manage time likely needed, and predict legal budgets for clients.
With Clio Manage’s Advanced Tasks feature, you can create custom task lists and categories to standardize your firm’s processes for different types of cases. Clio Manage will automatically set task deadlines based on case start dates or previous tasks.
Clio Manage’s document management tools help firms efficiently edit, store, and organize documents. You can store any file type into Clio Manage including text, image, audio, and video. Additionally, Clio Manage offers unlimited document storage in all of their subscription plans.
Clio Manage includes templates that accelerate document generation. You can insert custom fields into your documents that will automatically populate information from your case records.
You can collaborate on legal documents with your team directly in Clio Manage. Clio Manage offers full version history and comment threads to track changes or conversations within any file. Also, you can sync and share documents directly from Clio Manage through their various third-party integrations including Dropbox, Box, and Google Drive.
You can send documents for signature by email with Clio Manage’s built-in e-signature feature. Additionally, Clio Manage offers integrations with third-party e-signature software including DocuSign and ZorroSign.
Time and Expense Tracking
Clio Manage’s legal time and expense tracking software helps you track billable hours. You can record in real-time using the timers located in the client or Clio Manage’s mobile app. Time entries can be added directly to calendar events, tasks, communication logs, notes, and documents. Additionally, you can track time spent communicating with clients through Outlook or Gmail.
Captured time entries flow seamlessly into Clio Manage’s billing software. You can create custom rates for specific time entries, matters, clients, activity categories, or users.
Billing and Invoicing
Clio Manage includes features that accelerate the billing and invoicing process. Clio Manage supports a variety of billing arrangements including:
- Flat fee
Additionally, you can add specific items to bills including grace periods, discounts, and custom interest rates. Clio also allows you to create custom preferences that will automatically apply interest to late payments.
You can send company-branded invoices electronically through Clio Connect, an online payment portal. Clients can log into this portal to view invoices and submit payments.
With Clio Payments, you can accept credit card payments from your clients electronically. Clio Payments is IOLTA and PCI compliant. Here are the fees associated with Clio Payments.
- Major credit card fees: 1.95% + 20¢ per transaction
- Amex and specialty credit card fees: 2.95% + 20¢ per transaction
Online Client Portal
Clio’s online client portal, Clio Connect, allows you to securely exchange files and communicate with clients, co-counsel, and collaborators. Additionally, clients can send electronic payments for invoices in the online portal. Information you can share with the online client portal include:
- Calendar events
- Matter information
Clio Connect also monitors whether users have accessed resources in the portal. Clio Connect will track whether users have logged in, viewed files, or downloaded documents. You can also enable notifications that will alert you when a client uploads a document.
Clio’s mobile application allows you and your staff to remotely access Clio Manage. The mobile application includes features that are most commonly used in Clio Manage’s desktop client. These features include:
- Document Management
- Internal messaging
- Time tracking
- To-do lists
Clio Manage does not offer a full accounting package. You will likely need to purchase a third-party accounting solution that integrates with Clio Manage, such as Quickbooks Online and Xero.
Clio Manage’s reporting tools help firms track their performance. Here are some of the reports you can generate in Clio Manage:
With over 200 integrations with third-party solutions, Clio offers more integrations than any of its competitors. Here are some of the integrations that Clio offers:
Clio Manage Alternatives & Competitors
Clio Manage competes with a variety of legal solutions that offer similar functionality. The best choice for you will depend on your budget and feature preferences.
Clio Manage's top competitors are:
Is Clio Manage Right For You?
Clio Manage is a popular legal practice management solution used by over 150,000 legal professionals. This solution helps legal professionals grow their businesses and automate key tasks with features such as contact management, document management, time tracking, and online payment processing. Clio Manage is typically used by solo to medium sized law firms.
Clio Manage is one of the best legal practice management solutions on the market today. With over 200 integrations, Clio Manage syncs with more third-party solutions than any other legal solution. If your law firm has a complex tech stack that would benefit from the flexibility of solution with a high volume of integrations, we strongly recommend Clio Manage for you. If you prefer an all-in-one solution that includes built-in accounting software, consider testing AbacusLaw.
If you're interested, you can try Clio Manage today.