07/13/2025
Many law firm owners invest in a case management software, like Clio Manage, but barely scratch the surface of what it can do.
This video goes into depth on the automations & features Clio Manage has to offer.
In case you don't want to watch the full video, here's Clio Manage’s top 5 features that you might not be aware of (in no set order):
1. Matter Templates Predefine folder structures, custom fields, billing preferences and team assignments for instant case setup. You can even apply templates to existing matters if you forgot during creation.
2. Task Lists Create repeatable checklists with automatic dependencies. When one task gets delayed, all subsequent tasks automatically adjust their due dates without manual intervention.
3. Document Templates Generate Word, Excel, and PowerPoint documents with conditional logic and merge fields. Pull client and matter data automatically to standardize document creation across all attorneys.
4. Automated Workflows (one of Clio's newer updates) Automatically assign task lists when matter stages change, generate documents based on templates, and apply matter templates when converting from Clio Grow.
5. Email Logging & Time Tracking Solutions Third-party integrations like Tempello for AI-powered email logging, MemTime/WiseTime for automatic time tracking, and Ajax for comprehensive workflow automation.
The solution isn't switching to new legal case management software, it's optimizing the practice management system you already have.
