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🔧 Clio Manage (with AI features)

Clio Manage (with AI features)

The leading legal practice management software.

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Overview

Clio Manage is a leading platform for law firm practice management, covering case management, billing, time tracking, and client communication. Recently, Clio has integrated AI capabilities, formerly known as Clio Duo, into its platform. These features use AI to help with tasks like document summarization, generating client communications, and providing insights from case data, aiming to make firms more efficient and productive.

✨ Key Features

  • Case and Matter Management
  • Time Tracking and Billing
  • Client Intake and CRM (Clio Grow)
  • AI-Powered Document Summarization
  • AI-Assisted Bill Narrative Generation
  • Secure Client Portal

🎯 Key Differentiators

  • Market leader with a large user base and extensive integration marketplace.
  • All-in-one platform for practice management.
  • Integration of generative AI features directly into practice management workflows.

Unique Value: Provides a single, reliable platform to run a law firm, with AI features that enhance productivity within the existing workflows lawyers use every day.

🎯 Use Cases (4)

Law Firm Practice Management Billing and Invoicing Client Relationship Management Document Management

✅ Best For

  • Managing all aspects of a client matter from intake to invoice.
  • Using AI to quickly summarize long documents within a case file.
  • Automating the creation of bill descriptions based on time entries.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Advanced eDiscovery and litigation analytics.
  • Complex M&A due diligence.

🏆 Alternatives

MyCase PracticePanther Filevine

Offers a more comprehensive and mature ecosystem of integrations and features compared to many other practice management systems.

💻 Platforms

Web iOS Android

🔌 Integrations

Microsoft 365 Google Workspace QuickBooks Zoom Over 250 other apps

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

$39.00/mo

✓ 7-day free trial

Visit Clio Manage (with AI features) Website →