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Clio Manage

clio.com

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Spec score 9.3 #2 of 140 in Legal Practice Management Software

Spec sheet

What it does
Clio Manage is cloud legal practice-management software for organizing firms, cases, clients, files, billing, payments and communications.Read 15 Oct 2026 · clio.com
Free plan
NoRead 24 Sep 2026 · clio.com
API
Clio Manage exposes an OAuth 2.0 API with permissions, selectable fields, rate limits, pagination and ETags.Read 15 Oct 2026 · docs.developers.clio.com
Integrations
Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools.Read 15 Oct 2026 · clio.com
Mobile apps
YesRead 24 Sep 2026 · clio.com
Security
Clio states that data is encrypted with TLS 1.2 or higher in transit and AES-256 at rest, with regional AWS hosting and backups.Read 15 Oct 2026 · clio.com
Compliance
The vendor reports GDPR, PCI DSS, HIPAA support, PIPEDA, annual SOC 1 Type II and SOC 2 Type II examinations.Read 15 Oct 2026 · clio.com
Headquarters
Vancouver, British Columbia, CanadaRead 28 Sep 2026 · clio.com
Founded
2008Read 28 Sep 2026 · clio.com
AI automation
Manage AI can create calendar events, bills, time entries, expenses, tasks, client updates and writing suggestions from matter data.Read 15 Oct 2026 · help.clio.com
API developer portals
Developers create Manage OAuth applications at developers.clio.com; the separate Clio Platform portal is used for Grow integrations.Read 15 Oct 2026 · docs.developers.clio.com
App directory
Clio maintains a public app directory with categories, certified apps and partner integrations.Read 15 Oct 2026 · clio.com
Billing and payments
It supports time and expense capture, customizable invoices, automated reminders, online payments and trust-account management.Read 15 Oct 2026 · clio.com
Billing and payments
YesRead 24 Sep 2026 · clio.com
Calendaring and tasks
Calendaring, court-date scheduling, task assignment, reminders and deadline tracking are included capabilities.Read 15 Oct 2026 · clio.com
Case management
The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters.Read 15 Oct 2026 · clio.com
Client communications
Clients can communicate through secure two-way texting, email and a client portal.Read 15 Oct 2026 · clio.com
Client intake
NoRead 24 Sep 2026 · clio.com
Client portal
YesRead 24 Sep 2026 · clio.com
Company founded
Jack Newton and Rian Gauvreau co-founded Clio in 2008.Read 15 Oct 2026 · clio.com
Company identity
Clio’s legal company is Themis Solutions Inc., and its public app listings name that developer.Read 15 Oct 2026 · apps.apple.com
Desktop installation
Clio Launcher is included with the Clio desktop app and has installation instructions for Windows and Mac.Read 15 Oct 2026 · help.clio.com
Document automation
YesRead 24 Sep 2026 · clio.com
Document management
Manage provides cloud document storage, document generation, e-signatures and court filing workflows.Read 15 Oct 2026 · clio.com
Documentation and support
Clio provides a searchable Help Center, Clio Academy training and live phone, email and chat support advertised as 24 hours a day on weekdays.Read 15 Oct 2026 · clio.com
Funding news
Clio announced a US$900 million Series F investment at a US$3 billion valuation on July 23, 2024.Read 15 Oct 2026 · clio.com
Headquarters and size
Clio says it is headquartered in Vancouver, Canada and has more than 2,000 employees across international offices.Read 15 Oct 2026 · clio.com
Licence
Clio Manage is delivered as subscription cloud software rather than an open-source package; the vendor does not publish an open-source licence.Read 15 Oct 2026 · clio.com
Limit: accounting synchronization
Trustpilot reviewers report serious QuickBooks Online synchronization errors and slow support on complex problems.Read 15 Oct 2026 · trustpilot.com
Limit: mobile and integrations
G2 reviewers report mobile-app limitations plus document-management and Gmail-integration problems.Read 15 Oct 2026 · ai.g2.com
Limit: mobile functionality
Google Play reviewers describe limited mobile functionality, freezes during note entry and time-entry errors.Read 15 Oct 2026 · play.google.com
Limit: reporting and payment fees
Software Advice reviewers cite weak customization in reporting, rigid workflows and credit-card fees that can reduce value.Read 15 Oct 2026 · softwareadvice.com
LinkedIn company profile
LinkedIn lists Clio as privately held, headquartered in Burnaby, British Columbia, with 1,001–5,000 employees.Read 15 Oct 2026 · linkedin.com
Mobile compatibility
The mobile app supports iOS 11 or later and Android 8 or later.Read 15 Oct 2026 · help.clio.com
Multi-product API limitation
An integration spanning Manage and other Clio products currently requires separate Manage and Platform client applications and separate OAuth authorization.Read 15 Oct 2026 · docs.developers.clio.com
Notable outage
Clio’s status history records a June 17, 2026 performance incident affecting Manage and Clio Work that was later resolved.Read 15 Oct 2026 · status.clio.com
Praise: timekeeping and billing
TrustRadius reviewers commonly describe timekeeping as convenient and the billing interface as intuitive.Read 15 Oct 2026 · trustradius.com
Praise: usability and consolidation
G2 reviewers repeatedly praise ease of use, remote accessibility and combining communication and billing in one system.Read 15 Oct 2026 · ai.g2.com
Rating on Apple App Store
4.8 out of 5 from 9K ratingsRead 15 Oct 2026 · apps.apple.com
Rating on G2
4.6 out of 5 from 997 reviewsRead 15 Oct 2026 · ai.g2.com
Rating on GetApp
4.7 out of 5 from 1,750 reviewsRead 15 Oct 2026 · getapp.com
Rating on Google Play
4.3 out of 5 from 746 reviewsRead 15 Oct 2026 · play.google.com
Rating on Software Advice
4.7 out of 5 from 1,750 reviewsRead 15 Oct 2026 · softwareadvice.com
Rating on Trustpilot
3.6 out of 5 from 299 reviewsRead 15 Oct 2026 · trustpilot.com
Rating on TrustRadius
8.2 out of 10 from 119 reviews and ratingsRead 15 Oct 2026 · trustradius.com
System requirements
Supported browsers are the latest two versions of Chrome, Firefox, Safari and Edge; JavaScript and cookies must be enabled and speeds below 30 Mbps may load slowly.Read 15 Oct 2026 · help.clio.com
Time tracking
YesRead 24 Sep 2026 · clio.com
Trust accounting
YesRead 24 Sep 2026 · clio.com
Uptime and portability
Clio advertises a 99.9% uptime guarantee, unlimited storage and export of firm data in open formats during service or within 90 days after cancellation.Read 15 Oct 2026 · clio.com

Plans and prices

EasyStart Price not published Core matter and contact management · Calendaring and tasks · Time tracking and billing Read 24 Sep 2026 · clio.com
Essentials Price not published EasyStart features · Client portal · Document management and templates Read 24 Sep 2026 · clio.com
Advanced Price not published Essentials features · Advanced reporting · Firm-wide workflow tools Read 24 Sep 2026 · clio.com
Complete Price not published Advanced features · Expanded automation and reporting · Enhanced firm controls Read 24 Sep 2026 · clio.com
Starter $49 a month per user per month contacts, matters and documents · time and expense tracking · online card/eCheck/Apple Pay/Google Pay · trust and operating-account reconciliation Read 15 Oct 2026 · clio.com
Core Priced on request Starter features · AI bill drafting · document-to-calendar/task conversion · automated client updates · secure client portal Read 15 Oct 2026 · clio.com
Elite Priced on request Signature features · Clio Grow · Grow AI lead capture · online intake and scheduling · automated review requests · referral and ad-spend tracking Read 15 Oct 2026 · clio.com
Signature Priced on request Core features · unlimited custom roles · matter-stage kanban · AI profitability reports · multicurrency and split billing Read 15 Oct 2026 · clio.com

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