Technology/Clio Manage
Clio Manage
Practice Management

Clio Manage

"The only system of action in legal."

Overview

Clio Manage is a cloud-based legal practice management platform designed to be a comprehensive solution for law firms of all sizes. More than a system for tracking work, Clio is a proactive platform that uses AI to move legal work forward β€” surfacing important information, preventing missed deadlines, and guiding users toward the most effective next steps. The platform connects all aspects of a firm's operations to streamline workflows, enhance client collaboration, and provide a centralised source of truth for every case.

With enterprise-grade encryption and SOC 2 Type 2 certification, Clio ensures sensitive legal data is protected. The platform's AI capabilities augment professional judgment with built-in privacy protections. Clio provides extensive support including data migration, onboarding, and 24/5 customer service, ensuring firms transition smoothly and utilise the software to its full potential.

How NewLaw Can Help

NewLaw can help your firm assess Clio Manage, plan the implementation and configure it around the way your team works. We can also help scope data migration, training and ongoing support where needed.

Implementation planning
Data migration
Workflow configuration
Document automation
Staff training
Ongoing support

Key Features

  • Client Intake & Engagement
  • Case & Matter Management
  • Document Management & Automation
  • Time Tracking, Billing & Collections
  • Task Management & Deadline Tracking
  • Secure Client Collaboration
  • Reporting & Business Analytics
  • 300+ Integrations

Quick Facts

Target Audience
Solo, small, mid-sized, and large law firms
Category
Practice Management

Considering Clio Manage for your firm?

We can help you evaluate whether it's the right fit, plan the implementation, and migrate your data β€” all with minimal disruption.