Clio Manage
Run your entire practice smoothly with the industry's #1 legal software.
Executive Summary
Clio Manage is a comprehensive, cloud-based legal practice management platform designed for solo attorneys through mid-sized law firms. It centralizes client and case data, streamlines workflows from intake to invoice, and enhances collaboration within the firm and with clients. The platform leverages AI to automate administrative tasks, improve billing cycles, provide matter visibility, and deliver consistent client service, ultimately boosting firm efficiency and profitability.
Use Cases
- Streamlining Case and Matter Management from intake to resolution.
- Automating Time Tracking, Billing, and Payment Processing for faster collections.
- Secure Document Management, Storage, and Automation with version control and e-signatures.
- Enhancing Client Communication and Collaboration through secure portals and messaging.
- Gaining Business and Financial Insights through comprehensive reporting and analytics.
- Automating Administrative Tasks and Workflows with AI to improve firm efficiency.
Features
Visibility
- Reporting & Analytics: Provides detailed reports and analytics on firm performance, finances, and productivity.
- Centralized Dashboard: Offers a unified view of all case updates, tasks, and firm activities for easy oversight.
- Custom Reports: Allows users to create tailored reports using various datasets to gain specific insights.
- Real-time Insights: Delivers up-to-the-minute data on firm performance and matter progression.
- Scheduled Reporting: Automates the delivery of key reports to inboxes at desired cadences.
Intelligence
- Manage AI Assistant: A generative AI tool that automates tasks, drafts content, and streamlines operations.
- Automated Deadline Management: AI extracts critical dates from court documents to automatically create calendar events.
- AI-generated Draft Invoices: Leverages AI to automatically generate draft invoices and flag errors before approval.
- AI-powered Risk & Opportunity Insights: Highlights potential risks, flags anomalies, and surfaces opportunities for smarter business decisions.
- Automated Workflows: Streamlines repetitive processes to reduce manual effort and improve efficiency.
Support
- 24/5 Customer Support: Access to knowledgeable support staff via phone and email from Monday morning to Friday evening.
- AI Support Agent: 24/7 in-app chat support powered by AI for immediate answers to common questions.
- Comprehensive Help Center: Extensive online resources including articles, guides, and FAQs.
- Unlimited Free Training: Access to product walkthroughs, how-to videos, and training materials.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML 2.0, MFA, OAuth 2.0
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- Generative AI
- Machine Learning
- NLP
Integrations
- Clio Payments
- QuickBooks Online
- Microsoft 365
- Google Workspace
- Dropbox
- Box
- NetDocuments
- DocuSign
- LawPay (via ecosystem/connectors where available)
Security & Compliance
Certifications: SOC 1 Type II, SOC 2 Type II, GDPR, HIPAA (attestation), PCI DSS, PIPEDA
Encryption: AES-256 at rest, TLS 1.2+ in transit
Pricing
- Model
- Tiered subscription (per user/month)
- Starting Price
- Contact sales for specific pricing; plans like EasyStart, Essentials, Advanced, Expand available.
- Target Customer
- SMB to Mid-Market (solo to mid-sized law firms)
- Contract Type
- Annual or Monthly available
- Free Trial
- Yes, 7 days (credit card required)
About Clio
Themis Solutions Inc., operating as Clio, is a leading Canadian legal technology company. It provides a cloud-based legal practice management platform, Clio, which helps law firms manage matters, billing, documents, client intake, and firm operations. Clio's offerings include AI-powered tools for legal research, analysis, and strategy, and it supports an ecosystem of integrations through the Clio App Directory. The company recently acquired vLex, a global legal intelligence platform, further enhancing its AI-first approach to legal technology.
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