Clio Manage
The facts below are what the maker publishes about Clio Manage, checked and dated. Our editors have not written about it yet.
Plans and prices
From Clio Manage's own pricing page, checked 24 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| EasyStart | — | Core matter and contact management · Calendaring and tasks · Time tracking and billing |
| Essentials | — | EasyStart features · Client portal · Document management and templates |
| Advanced | — | Essentials features · Advanced reporting · Firm-wide workflow tools |
| Complete | — | Advanced features · Expanded automation and reporting · Enhanced firm controls |
| Starter | $49 a month | contacts, matters and documents · time and expense tracking · online card/eCheck/Apple Pay/Google Pay · trust and operating-account reconciliation · per user per month |
| Elite | Priced on request | Signature features · Clio Grow · Grow AI lead capture · online intake and scheduling · automated review requests · referral and ad-spend tracking |
| Signature | Priced on request | Core features · unlimited custom roles · matter-stage kanban · AI profitability reports · multicurrency and split billing |
| Core | Priced on request | Starter features · AI bill drafting · document-to-calendar/task conversion · automated client updates · secure client portal |
The facts
Each one read from Clio Manage's own pages, with the date it was checked.
What it does
- AI automation
- Manage AI can create calendar events, bills, time entries, expenses, tasks, client updates and writing suggestions from matter data.checked 15 Oct 2026
- API
- Clio Manage exposes an OAuth 2.0 API with permissions, selectable fields, rate limits, pagination and ETags.checked 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.checked 15 Oct 2026
- Calendaring and tasks
- Calendaring, court-date scheduling, task assignment, reminders and deadline tracking are included capabilities.checked 15 Oct 2026
- Case management
- The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters.checked 15 Oct 2026
- Client communications
- Clients can communicate through secure two-way texting, email and a client portal.checked 15 Oct 2026
- Client intake
- Nochecked 24 Sep 2026
- Client portal
- Yeschecked 24 Sep 2026
- Compliance
- The vendor reports GDPR, PCI DSS, HIPAA support, PIPEDA, annual SOC 1 Type II and SOC 2 Type II examinations.checked 15 Oct 2026
- Desktop installation
- Clio Launcher is included with the Clio desktop app and has installation instructions for Windows and Mac.checked 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.checked 15 Oct 2026
- Document automation
- Yeschecked 24 Sep 2026
- Document management
- Manage provides cloud document storage, document generation, e-signatures and court filing workflows.checked 15 Oct 2026
- Funding news
- Clio announced a US$900 million Series F investment at a US$3 billion valuation on July 23, 2024.checked 15 Oct 2026
- Integrations
- Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools.checked 15 Oct 2026
- Licence
- Clio Manage is delivered as subscription cloud software rather than an open-source package; the vendor does not publish an open-source licence.checked 15 Oct 2026
Where it runs
- App directory
- Clio maintains a public app directory with categories, certified apps and partner integrations.checked 15 Oct 2026
Money
- Billing and payments
- It supports time and expense capture, customizable invoices, automated reminders, online payments and trust-account management.checked 15 Oct 2026
- Free plan
- Nochecked 24 Sep 2026
The company
- Company founded
- Jack Newton and Rian Gauvreau co-founded Clio in 2008.checked 15 Oct 2026
- Company identity
- Clio’s legal company is Themis Solutions Inc., and its public app listings name that developer.checked 15 Oct 2026
- Founded
- 2008checked 28 Sep 2026
- Headquarters
- Vancouver, British Columbia, Canadachecked 28 Sep 2026
- Headquarters and size
- Clio says it is headquartered in Vancouver, Canada and has more than 2,000 employees across international offices.checked 15 Oct 2026
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