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Clio Manage
Clio Manage · Burnaby, British Columbia, Canada · founded 2008
Plans and prices
EasyStart
Core matter and contact management · Calendaring and tasks · Time tracking and billing
Read 24 Sep 2026 · clio.com
Essentials
EasyStart features · Client portal · Document management and templates
Read 24 Sep 2026 · clio.com
Advanced
Essentials features · Advanced reporting · Firm-wide workflow tools
Read 24 Sep 2026 · clio.com
Complete
Advanced features · Expanded automation and reporting · Enhanced firm controls
Read 24 Sep 2026 · clio.com
Starter
contacts, matters and documents · time and expense tracking · online card/eCheck/Apple Pay/Google Pay · trust and operating-account reconciliation
Read 15 Oct 2026 · clio.com
Elite
Signature features · Clio Grow · Grow AI lead capture · online intake and scheduling
Read 15 Oct 2026 · clio.com
Signature
Core features · unlimited custom roles · matter-stage kanban · AI profitability reports
Read 15 Oct 2026 · clio.com
Core
Starter features · AI bill drafting · document-to-calendar/task conversion · automated client updates
Read 15 Oct 2026 · clio.com
On the record
- AI automation
- Manage AI can create calendar events, bills, time entries, expenses, tasks, client updates and writing suggestions from matter data.help.clio.com · read 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 · read 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 · read 15 Oct 2026
- App directory
- Clio maintains a public app directory with categories, certified apps and partner integrations.clio.com · read 15 Oct 2026
- Billing and payments
- It supports time and expense capture, customizable invoices, automated reminders, online payments and trust-account management.clio.com · read 15 Oct 2026
- Billing and payments
- Yesclio.com · read 24 Sep 2026
- Calendaring and tasks
- Calendaring, court-date scheduling, task assignment, reminders and deadline tracking are included capabilities.clio.com · read 15 Oct 2026
- Case management
- The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters.clio.com · read 15 Oct 2026
- Client communications
- Clients can communicate through secure two-way texting, email and a client portal.clio.com · read 15 Oct 2026
- Client intake
- Noclio.com · read 24 Sep 2026
- Client portal
- Yesclio.com · read 24 Sep 2026
- Company founded
- Jack Newton and Rian Gauvreau co-founded Clio in 2008.clio.com · read 15 Oct 2026
- Company identity
- Clio’s legal company is Themis Solutions Inc., and its public app listings name that developer.apps.apple.com · read 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 · read 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 · read 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 · read 15 Oct 2026
- Document automation
- Yesclio.com · read 24 Sep 2026
- Document management
- Manage provides cloud document storage, document generation, e-signatures and court filing workflows.clio.com · read 15 Oct 2026
