Features and functions of Clio Manage include: 

Case Management
Stay organized, and access the information you need—from anywhere, at any time.

Document Management
Edit, store, and organize your legal documents securely, from anywhere.

Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or secure client portal.

Client Management
Easily organize contact details, documents, and communication logs from intake to invoice.

Accounting
Simplify reconciliations and comply with trust accounting regulations. Sync to third-party accounting systems.

Calendaring
Stay on top of deadlines, with legal-specific features like Court Rules.

Task Management
Assign and track tasks. Report on task progress, identify roadblocks, and better manage productivity.

Online Payments
Get paid faster and make it easier for client to pay with online payments.

Time & Expense Tracking
Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.

Law Firm Insights Dashboard
See how many hours your firm has captured, billed, and collected in one dashboard.

Client Portal
A desktop and mobile app for clients to communicate and collaborate with their lawyer.

Law firm communications
Manage client and firm communication all on one platform.