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Clio Manage

Last Updated: November 30th, 2023





Per User/Month

  • Accurately track time and expenses. Bill hourly, flat fee, or contingency.
  • Make it easy for clients to pay online using credit, debit, or eCheck (US).
  • Manage cases, tasks, documents, and calendars, all in one place.
  • Work smarter with e-signatures, plus Outlook and Gmail integrations.


Per User/Month

Everything in EasyStart and...
  • Securely communicate and collaborate with clients, from anywhere.
  • Add templates and auto-fill documents using case and custom data.
  • Customize automated workflows, and track court deadlines with reminders.
  • Connect Clio to 200+ apps including QuickBooks, Zoom, and more.


Per User/Month

Everything in Essentials and...
  • Manage staff workload and bottlenecks with increased task detail.
  • Gain insights on case profitability, billing contributions, and more.
  • Help more clients with fast document searches and unlimited e-signatures.
  • Get live onboarding sessions and training, with priority support.


Per User/Month

Everything in Advanced and...
  • Clio Grow ($49/user value)
  • Prevent missed opportunities with a streamlined client intake process.
  • Deliver an effortless client experience with online appointment bookings.
  • Save time on repetitive tasks with automated intake forms and emails.
  • Optimize your marketing dollars with referral source reporting.

Product Snapshot

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