Freedom251 › Legal Practice Management Software
Clio Manage
by Clio Manage
What Clio Manage is
Clio Manage is legal practice management software for organizing matters, contacts, calendars, tasks, time tracking, and billing. Its capabilities also include payments, trust accounting, a client portal, document automation, and mobile apps. The service runs on the web, iOS, and Android. Its four plans add features in stages: EasyStart covers core matter and contact management, calendaring and tasks, plus time tracking and billing. Essentials builds on that with a client portal, document management, and templates. Advanced adds reporting and firm-wide workflow tools, while Complete adds expanded automation and reporting, along with enhanced firm controls. Clio Manage is paid, with a 7-day trial and a listed starting price of 49 /user/mo. There is no free plan, and client intake forms are not supported. The maker is listed as Clio Manage, founded in 2008; its headquarters are listed as Vancouver, British Columbia, Canada, and maker headquarters are also listed as Burnaby, British Columbia, Canada.
Who it suits
Clio Manage suits legal practices that want matter, contact, calendar, time, and billing tools in one service. Firms that need a client portal, document templates, reporting, or broader workflow controls can consider the higher plans.
What it does well
- Works on web, iOS, and Android.
- Includes time tracking, billing, and payments.
- Supports trust accounting and a client portal.
- Higher plans add reporting and workflow tools.
- Document automation is available.
What to know first
- There is no free plan.
- Client intake forms are not supported.
- The trial lasts 7 days.
Limits
There is no free plan; the listed trial lasts 7 days. EasyStart covers core matter and contact management, calendaring and tasks, and time tracking and billing; higher-tier features are added in subsequent plans.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| EasyStart | Core matter and contact management · Calendaring and tasks · Time tracking and billing | On request |
| Essentials | EasyStart features · Client portal · Document management and templates | On request |
| Advanced | Essentials features · Advanced reporting · Firm-wide workflow tools | On request |
| Complete | Advanced features · Expanded automation and reporting · Enhanced firm controls | On request |
| Starter | per user per month · contacts, matters and documents · time and expense tracking · online card/eCheck/Apple Pay/Google Pay · trust and operating-account reconciliation | $49 a month |
| Signature | Core features · unlimited custom roles · matter-stage kanban · AI profitability reports · multicurrency and split billing | On request |
| Elite | Signature features · Clio Grow · Grow AI lead capture · online intake and scheduling · automated review requests · referral and ad-spend tracking | On request |
| Core | Starter features · AI bill drafting · document-to-calendar/task conversion · automated client updates · secure client portal | On request |
As clio.com lists them, read 24 Sept 2026. The maker's own page has the final word.
Getting started
- Visit https://www.clio.com/manage/.
- Choose a plan: EasyStart, Essentials, Advanced, or Complete.
- Use the 7-day trial to get started.
- Access it on the web, iOS, or Android.
Verdict
Choose Clio Manage if your practice needs legal matter and contact management alongside time tracking, billing, and trust accounting. Look elsewhere if client intake forms are essential, or if you need a free plan.
Questions
Is Clio Manage free?
No. Clio Manage has no free plan, and it offers a 7-day trial.
How much does Clio Manage cost?
The listed starting price is 49 /user/mo.
Which platforms does Clio Manage support?
It is available on the web, iOS, and Android.
Does Clio Manage support client intake forms?
No, client intake forms are not supported.
What do the plans include?
EasyStart includes core matter and contact management, calendaring and tasks, and time tracking and billing. Essentials adds a client portal, document management, and templates; Advanced adds reporting and firm-wide workflow tools; Complete adds expanded automation and reporting and enhanced firm controls.
Facts from Clio Manage's own pages
- AI automation
- Manage AI can create calendar events, bills, time entries, expenses, tasks, client updates and writing suggestions from matter data. · help.clio.com, 15 Oct 2026
- API
- Clio Manage exposes an OAuth 2.0 API with permissions, selectable fields, rate limits, pagination and ETags. · docs.developers.clio.com, 15 Oct 2026
- API developer portals
- Developers create Manage OAuth applications at developers.clio.com; the separate Clio Platform portal is used for Grow integrations. · docs.developers.clio.com, 15 Oct 2026
- App directory
- Clio maintains a public app directory with categories, certified apps and partner integrations. · clio.com, 15 Oct 2026
- Billing and payments
- It supports time and expense capture, customizable invoices, automated reminders, online payments and trust-account management. · clio.com, 15 Oct 2026
- Billing and payments
- Yes · clio.com, 24 Sept 2026
- Calendaring and tasks
- Calendaring, court-date scheduling, task assignment, reminders and deadline tracking are included capabilities. · clio.com, 15 Oct 2026
- Case management
- The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters. · clio.com, 15 Oct 2026
- Client communications
- Clients can communicate through secure two-way texting, email and a client portal. · clio.com, 15 Oct 2026
- Client intake
- No · clio.com, 24 Sept 2026
- Client portal
- Yes · clio.com, 24 Sept 2026
- Company founded
- Jack Newton and Rian Gauvreau co-founded Clio in 2008. · clio.com, 15 Oct 2026
- Company identity
- Clio’s legal company is Themis Solutions Inc., and its public app listings name that developer. · apps.apple.com, 15 Oct 2026
- Compliance
- The vendor reports GDPR, PCI DSS, HIPAA support, PIPEDA, annual SOC 1 Type II and SOC 2 Type II examinations. · clio.com, 15 Oct 2026
- Desktop installation
- Clio Launcher is included with the Clio desktop app and has installation instructions for Windows and Mac. · help.clio.com, 15 Oct 2026
- 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. · clio.com, 15 Oct 2026
- Document automation
- Yes · clio.com, 24 Sept 2026
- Document management
- Manage provides cloud document storage, document generation, e-signatures and court filing workflows. · clio.com, 15 Oct 2026
- Founded
- 2008 · clio.com, 28 Sept 2026
- Free plan
- No · clio.com, 24 Sept 2026
- Funding news
- Clio announced a US$900 million Series F investment at a US$3 billion valuation on July 23, 2024. · clio.com, 15 Oct 2026
- Headquarters
- Vancouver, British Columbia, Canada · clio.com, 28 Sept 2026
- Headquarters and size
- Clio says it is headquartered in Vancouver, Canada and has more than 2,000 employees across international offices. · clio.com, 15 Oct 2026
- Integrations
- Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. · clio.com, 15 Oct 2026
Where Clio Manage stands on Freedom251
- Legal Practice Management Software#26 of 140
- Legal Client Portal Software#11 of 42