Clio Manage: Full Walkthrough & Deep Dive 2025

I break down all the key features of Clio Manage, helping law firms decide if if Clio is the right case management system for their legal practice.

Want to learn more about how the right tech systems can help grow your law firm? Visit: https://swans.co/

Check out my other videos:
Tempello Review: Save Time on Email Logging & Time Entries (on Clio Manage):    • Tempello Review: Save Time on Email Loggin...  

Here's How to Back Up ALL Your Clio Manage Data (Clio Manage Data Escrow):    • Want Peace of Mind? Here's How to Back Up ...  

In this in-depth review, I walk through everything attorneys, paralegals, legal professionals, etc. need to know about Clio Manage. I'll give you the breakdown of its strengths and limitations across all major features.

🔑 Key features covered:
Matter & Contact Management: Custom fields, practice area stages, and intuitive interface
Calendar Management: Court rules integration, two-way syncing with Google/Outlook
Task Management: Task lists, relative due dates, and automated workflows
Time & Expense Tracking: Multiple timer options and activity linking
Billing & Payments: Online payments, trust accounting, and customizable billing
Document Management: Desktop sync, version control, e-signatures
Communications & Client Portal: Email logging, templated messages, client access
Reporting & Analytics: Financial metrics and scheduled reports
Automation & AI: Automated workflows and Clio Duo AI assistant

Timestamps:
0:00 - Intro
0:36 - Clio Manage Review Breakdown
02:45 - Matter & Contact Management
22:50 - Calendar Management
27:14 - Task Management
34:12 - Time & Expense Tracking
38:57 - Billing & Payments
47:16 - Document Management
55:56 - Communications & Client Portal
01:03:57 - Reporting & Analytics
01:08:07 - Automation & Al
01:17:00 - Integrations & API
01:20:10 - Mobile App Experience
01:22:41 - Security, Data & Compliance
01:26:05 - Pricing
01:28:12 - Final Verdict

Have any questions about implementing Clio Manage or other legal case management system in your law practice? Drop them in the comments down below!

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I'm Martin Kravchenko, CTO at a Law Firm Growth company dedicated to helping law firms like yours save time, increase productivity, and scale effectively using legal tech and automation.

⚖️Want to learn how to grow your law firm?
Visit: https://swans.co/

📚Join our FREE online Legal Tech community: https://www.skool.com/swans (only for law firm owners and managers)

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