Clio Manage Features
What are the features of Clio Manage?
Platform Basics
- Reporting
- Dashboard
- Cloud
- Mobility
- Reporting
- Dashboard
- Mobility
- Contact Management
Content Management
- Document Management
- Calendar Integration
- Workflow
- Document Management
Time & Billing
- Time Tracking
- Payments
- Billing
Clio Manage Categories on G2
Filter for Features
Platform Additional Functionality
Payment | Contains built-in payment processing capabilities or integrates with payment processing software | Not enough data | |
Portal | Contains a portal to facilitate third-party or client application access | Not enough data | |
Dashboard | Based on 14 Clio Manage reviews. Has a centralized dashboard for users to interact with | 90% (Based on 14 reviews) | |
Cloud | Provides a cloud based version of the platform 14 reviewers of Clio Manage have provided feedback on this feature. | 90% (Based on 14 reviews) | |
Mobility | Based on 14 Clio Manage reviews. Is accessible from a mobile device and by users on the go. | 89% (Based on 14 reviews) |
Platform Basics
Interoperability | Connects to external systems and applications as needed to complete team workflows. | Not enough data | |
Document Storage | See feature definition | Stores historical legal document filings | Not enough data |
Document Research and Retrieval | Retrieves relevant court documents upon request | Not enough data | |
Interoperability | Connects to external systems and applications as needed, specifically legal practice or legal case management software This feature was mentioned in 14 Clio Manage reviews. | 90% (Based on 14 reviews) | |
Offline Editing | Based on 12 Clio Manage reviews. Allows users to edit documents offline and syncs changes when connected to wifi. | 63% (Based on 12 reviews) | |
E-Signature | Integrates with or provides built-in e-signature functionality This feature was mentioned in 12 Clio Manage reviews. | 85% (Based on 12 reviews) | |
Reporting | Based on 270 Clio Manage reviews. Provides analytics tools that reveal important case specific performance metrics and track progress. | 81% (Based on 270 reviews) | |
Dashboard | As reported in 292 Clio Manage reviews. Has a centralized dashboard for users to track case updates and collaborate as needed. | 86% (Based on 292 reviews) | |
Cloud | As reported in 272 Clio Manage reviews. Provides a cloud based version of the platform. | 88% (Based on 272 reviews) | |
Mobility | As reported in 278 Clio Manage reviews. Is accessible from a mobile device and by users on the go. | 87% (Based on 278 reviews) | |
Reporting | Provides analytics tools that reveal important case specific performance metrics and track progress. This feature was mentioned in 260 Clio Manage reviews. | 82% (Based on 260 reviews) | |
Dashboard | Has a centralized dashboard for users to track case updates and collaborate as needed. This feature was mentioned in 266 Clio Manage reviews. | 88% (Based on 266 reviews) | |
Cloud | Based on 251 Clio Manage reviews. Provides a cloud based version of the platform. | 90% (Based on 251 reviews) | |
Mobility | Based on 256 Clio Manage reviews. Is accessible from a mobile device and by users on the go. | 87% (Based on 256 reviews) | |
Contact Management | Manages law firm contacts and client information. 266 reviewers of Clio Manage have provided feedback on this feature. | 90% (Based on 266 reviews) |
Platform Content
Automation | As reported in 14 Clio Manage reviews. Automates some or all operation related tasks | 83% (Based on 14 reviews) | |
File Sharing | Based on 13 Clio Manage reviews. Provides robust sharing options for communication with both internal and external stakeholders. | 83% (Based on 13 reviews) | |
Content Library | Based on 14 Clio Manage reviews. Provides users with a pre-built library of useable legal document templates | 74% (Based on 14 reviews) |
Content Management
Document Management | Stores and manages case related documents. 280 reviewers of Clio Manage have provided feedback on this feature. | 83% (Based on 280 reviews) | |
Calendar Integration | Integrates with calendar applications to ensure case dates are always visible. This feature was mentioned in 278 Clio Manage reviews. | 85% (Based on 278 reviews) | |
Workflow | As reported in 281 Clio Manage reviews. Automate custom workflows specific to the users' law firm. | 85% (Based on 281 reviews) | |
Document Management | As reported in 256 Clio Manage reviews. Stores and manages case related documents. | 83% (Based on 256 reviews) | |
Calendar Integration | Based on 245 Clio Manage reviews. Integrates with calendar applications to ensure case dates are always visible. | 87% (Based on 245 reviews) | |
Workflow | Automate custom workflows specific to the users' law firm. 245 reviewers of Clio Manage have provided feedback on this feature. | 86% (Based on 245 reviews) |
Time & Billing
Time Tracking | Tracks billable hours and time spent on specific tasks. This feature was mentioned in 265 Clio Manage reviews. | 92% (Based on 265 reviews) | |
Payments | Allows clients to pay bills within the solution, typically via a portal. This feature was mentioned in 257 Clio Manage reviews. | 89% (Based on 257 reviews) | |
Billing | Bills clients via email or a client portal. 262 reviewers of Clio Manage have provided feedback on this feature. | 90% (Based on 262 reviews) |
Generative AI
AI Text Generation | Based on 12 Clio Manage reviews. Allows users to generate text based on a text prompt. | 56% (Based on 12 reviews) | |
AI Text Summarization | As reported in 12 Clio Manage reviews. Condenses long documents or text into a brief summary. | 61% (Based on 12 reviews) |
Storage and Collaboration - Legal Document Management
Editing and Tracking | Facilitates document modification with comprehensive change logging This feature was mentioned in 20 Clio Manage reviews. | 73% (Based on 20 reviews) | |
Centralised Database | As reported in 21 Clio Manage reviews. Offers a unified system storing all legal data for easy management and retrieval | 72% (Based on 21 reviews) | |
Accessibility and Permission for Sharing | Controls access and sharing based on user permissions This feature was mentioned in 20 Clio Manage reviews. | 77% (Based on 20 reviews) | |
Document Storage | As reported in 21 Clio Manage reviews. Securely archives legal documents in an organized, digital repository | 77% (Based on 21 reviews) |
Document Management - Legal Document Management
Search and Retreival | As reported in 21 Clio Manage reviews. Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance | 71% (Based on 21 reviews) | |
Synchronization of Data | As reported in 21 Clio Manage reviews. Ensures consistent, up-to-date information across all devices | 75% (Based on 21 reviews) | |
Versioning | Based on 21 Clio Manage reviews. Manages multiple document iterations, ensuring accuracy and up-to-dateness | 74% (Based on 21 reviews) |
Analysis - Legal Document Management
Document Review | Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions 21 reviewers of Clio Manage have provided feedback on this feature. | 70% (Based on 21 reviews) | |
Legal Analytics | Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features 21 reviewers of Clio Manage have provided feedback on this feature. | 64% (Based on 21 reviews) |
Artificial Intelligence - Legal Document Management
AI Automation | As reported in 17 Clio Manage reviews. Leverages artificial intelligence for task automation, streamlining workflow and decision support | 44% (Based on 17 reviews) |
Accessibility - Legal Document Management
Cross-Platform Access | As reported in 19 Clio Manage reviews. Enables document access from any device, from anywhere, thereby enhancing flexibility | 68% (Based on 19 reviews) |
Sales Force Automation - Legal CRM
Task Management | Assigning tasks, assist with matter management , and distributing work. This feature was mentioned in 16 Clio Manage reviews. | 73% (Based on 16 reviews) | |
Contract Management | Manages the entire contract process, from creation and negotiation to signing. 15 reviewers of Clio Manage have provided feedback on this feature. | 78% (Based on 15 reviews) | |
Quote and Order Management | Based on 16 Clio Manage reviews. Provides custom quote creation functionality. | 68% (Based on 16 reviews) |
Platform Additional Functionality - Legal CRM
Automation | Automates operation related tasks, such as engagement letter. 16 reviewers of Clio Manage have provided feedback on this feature. | 66% (Based on 16 reviews) | |
Messaging | Contains in-application messaging abilities 16 reviewers of Clio Manage have provided feedback on this feature. | 77% (Based on 16 reviews) | |
Dashboard | Based on 16 Clio Manage reviews. Has a centralized dashboard for users to interact with | 79% (Based on 16 reviews) | |
Cloud | Provides a cloud based version of the platform 16 reviewers of Clio Manage have provided feedback on this feature. | 86% (Based on 16 reviews) |
Marketing Automation - Legal CRM
Lead Management | Contains lead tracking and management capabilities. This feature was mentioned in 16 Clio Manage reviews. | 75% (Based on 16 reviews) | |
Marketing Analytics | Based on 16 Clio Manage reviews. Contains analysis tools to provide insights on lead recording. | 74% (Based on 16 reviews) |
Customer Support - Legal CRM
Support Analytics | As reported in 16 Clio Manage reviews. Allows users to conduct analysis on support activities. | 75% (Based on 16 reviews) | |
Customer Portal | Offers customization of the client portal and law firm dashboard. 16 reviewers of Clio Manage have provided feedback on this feature. | 77% (Based on 16 reviews) | |
Case Management | Contains customer request handling functionality and issue tracking. This feature was mentioned in 16 Clio Manage reviews. | 82% (Based on 16 reviews) |
Platform Reporting and Analytics - Legal CRM
Reporting | Provides analytics tools that reveal important business metrics and track progress. 15 reviewers of Clio Manage have provided feedback on this feature. | 86% (Based on 15 reviews) |
Agentic AI - Legal Document Management
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
Agentic AI - Legal CRM
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
Agentic AI - Legal Case Management
Multi-step Planning | As reported in 11 Clio Manage reviews. Ability to break down and plan multi-step processes | 74% (Based on 11 reviews) | |
Cross-system Integration | Works across multiple software systems or databases This feature was mentioned in 10 Clio Manage reviews. | 78% (Based on 10 reviews) | |
Adaptive Learning | Based on 11 Clio Manage reviews. Improves performance based on feedback and experience | 73% (Based on 11 reviews) | |
Natural Language Interaction | Engages in human-like conversation for task delegation This feature was mentioned in 11 Clio Manage reviews. | 77% (Based on 11 reviews) | |
Proactive Assistance | As reported in 11 Clio Manage reviews. Anticipates needs and offers suggestions without prompting | 73% (Based on 11 reviews) | |
Decision Making | Makes informed choices based on available data and objectives This feature was mentioned in 11 Clio Manage reviews. | 71% (Based on 11 reviews) |
Agentic AI - Legal Billing
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Legal Practice Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input 15 reviewers of Clio Manage have provided feedback on this feature. | 69% (Based on 15 reviews) | |
Multi-step Planning | As reported in 15 Clio Manage reviews. Ability to break down and plan multi-step processes | 69% (Based on 15 reviews) | |
Cross-system Integration | Based on 15 Clio Manage reviews. Works across multiple software systems or databases | 78% (Based on 15 reviews) | |
Adaptive Learning | As reported in 15 Clio Manage reviews. Improves performance based on feedback and experience | 69% (Based on 15 reviews) | |
Natural Language Interaction | Engages in human-like conversation for task delegation 15 reviewers of Clio Manage have provided feedback on this feature. | 74% (Based on 15 reviews) | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting 15 reviewers of Clio Manage have provided feedback on this feature. | 73% (Based on 15 reviews) | |
Decision Making | As reported in 15 Clio Manage reviews. Makes informed choices based on available data and objectives | 73% (Based on 15 reviews) |
Agentic AI - E-Filing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Legal Document Drafting
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Clio Manage Comparisons