List of Clio Manage Customers
Clio
Suite 300 4611 Canada Way,
Burnaby, V5G 4X3, BC,
Canada
Burnaby, V5G 4X3, BC,
Canada
1 888-858-2546
Professional Services
1500
$300M
Since 2010, our global team of researchers has been studying Clio Manage customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clio Manage for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clio Manage for Legal Practice Management include: Saxton & Stump, a United States based Professional Services organisation with 200 employees and revenues of $33.0 million, Locks Law Firm, a United States based Professional Services organisation with 70 employees and revenues of $9.0 million, Vela Wood, a United States based Professional Services organisation with 50 employees and revenues of $5.0 million, Cascadia Cross-Border Law, a United States based Professional Services organisation with 35 employees and revenues of $5.0 million, The Employment Law Solution, a United States based Professional Services organisation with 30 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Clio Manage, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Clio Manage customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cascadia Cross-Border Law | Professional Services | 35 | $5M | United States | Clio Software | Clio Manage | Legal Practice Management | 2018 | n/a |
In 2018, Cascadia Cross-Border Law implemented Clio Manage as its Legal Practice Management application to centralize case tracking, court and immigration filing deadlines, and multi-attorney scheduling. The deployment focused on operationalizing day to day case administration for immigration matters, aligning with existing administrative responsibilities for monitoring deadlines, status expirations, and filing fees.
Clio Manage was configured to support core Legal Practice Management capabilities including matter and client records, calendaring and deadline management, document preparation and form population for immigration filings, and client billing and retainer tracking. Legal assistants and attorneys used the application to prepare professional letters and complex immigration forms, and to generate billing statements and collect client fees, reflecting typical case management and billing workflows.
Operational workflows show Clio Manage used alongside standard office productivity tools, staff reported proficiency with Microsoft Word, Excel and Outlook, and historical recordkeeping activities referenced systems such as AMICUS and LawLogix. The implementation covered scheduling and intake workflows, telephone and online consultation handling, and centralized electronic recordkeeping across attorneys and support staff in the firm’s Fairhaven, Washington practice.
Governance and process changes emphasized standardized calendaring, participant notifications for multi‑attorney appointments, and centralized data collection and verification processes for client records. Role level responsibilities such as deadline monitoring, appointment coordination, document assembly and billing were formalized within Clio Manage workflows to align legal assistant and attorney tasks with the firm’s case management procedures.
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Charnley Rian | Professional Services | 10 | $1M | United States | Clio Software | Clio Manage | Legal Practice Management | 2021 | n/a |
In 2021, Charnley Rian deployed Clio Manage as its Legal Practice Management application. The implementation supports a small professional services firm of approximately 10 employees and is centered on the firm office in Los Angeles, California, enabling attorney and paralegal workflows for civil litigation matters.
Clio Manage was configured to centralize matter intake and lifecycle management, document drafting and editing, calendaring, and client billing processes. Functional modules in use include matter and contact records, document management tied to electronic and physical file organization, court date and deadline management, and time and billing capabilities, with collaborative accounting workflows involving the firm accountant.
The implementation integrates explicitly with e filing and court connectivity tools, including InfoTrack for state court filings and LA Court Connect through the Attorney Portal, and it coexists operationally with Net Documents and Bottomline Legal X for document storage and client billing tasks. Day to day operations documented in firm practice include opening new matters, filing with state courts, corresponding with litigation service vendors, calendaring and connecting court dates, and billing client matters across Clio Manage, Net Documents, and Bottomline Legal X.
Governance and process changes center on paralegal led operational ownership of document lifecycle and filing, while financial governance is coordinated with the firm accountant to reconcile billing across systems. The deployment positions Clio Manage as the primary Legal Practice Management system for matter orchestration, court e filing workflows, calendaring, and integrated billing within the firm.
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CIMA Law Group | Professional Services | 20 | $2M | United States | Clio Software | Clio Manage | Legal Practice Management | 2017 | n/a |
In 2017, CIMA Law Group implemented Clio Manage as its Legal Practice Management application. The deployment served a 20-person professional services firm focused on criminal, personal injury, immigration matters, and government affairs, and positioned Clio Manage as the central system for matters, time capture, and billing workflows.
Clio Manage was configured for core matter management, timekeeping, invoicing, task and calendar coordination, and document management, supporting operational needs tied to bill tracking and production of policy briefs. The implementation aligned matter-level workflows with administrative responsibilities such as research for hearings, trial preparation, and RFP proposal support, enabling standardized intake-to-bill processes and consistent evidence and document staging for attorneys.
The Clio Manage deployment operated alongside Clio Grow for client intake automation and LawPay for payment processing, reflecting an integrated stack of applications used by the firm. Integrations between Clio Manage, Clio Grow, and LawPay centralized client records, intake information, invoices, and payment receipts, which supported the Weekly Legislative Connection updates by linking tracked legislative activities and bill tracking notes back to matters and client communications.
Governance was organized around attorney and staff roles, with workflows assigned for legislative tracking, bill analysis, and policy brief production, and billing ownership assigned to the administrative team that handled invoicing and collections. Operational controls emphasized matter-level accountability, standardized templates for legislative and trial documents, and recurring task schedules for the Weekly Legislative Connection, embedding Legal Practice Management practices into everyday operations.
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Collective Family Law Group | Professional Services | 15 | $4M | Australia | Clio Software | Clio Manage | Legal Practice Management | 2025 | n/a |
In 2025 Collective Family Law Group moved from LEAP Legal Software to Clio Manage as its core Legal Practice Management application, a decision reached after 16 years on the previous system and described publicly on the Scalable Law Podcast. The migration established Clio Manage as the firmwide practice management backbone for a 15 person Australian family law practice, aligning system selection with the firm’s growth and operational direction.
The deployment focused on standard Legal Practice Management functional modules, configured for family law workflows, including matter and case management, document management, time entry and billing, client intake and intake form automation, calendaring, and reporting and dashboards. Clio Manage was configured to support matter lifecycle orchestration and billing flows typical for small professional services firms, with attention to configurable workflows and role based access for partners, solicitors and administrative staff.
Integrations were a central element of the implementation, with explicit connections to Xero for accounting and billing reconciliation, Calendly and Outlook for scheduling and calendar synchronization, and VXT for client communication and virtual conferencing. These integrations were used to create end to end workflows from client intake through appointment scheduling, time capture, invoice generation and accounting export, reducing manual handoffs between administrative and fee earning functions.
Governance and rollout planning emphasized data mapping and phased migration, with detailed planning to address costs and data extraction issues, including unexpected fees encountered with LEAP during the data migration. Training, change management and ongoing configuration governance were instituted to support adoption, and the firm reported early improvements in flexibility and reporting capability using Clio Manage that support better decision making across practice management and financial workflows.
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Henderson, Schmidlin & McGarry | Professional Services | 10 | $1M | United States | Clio Software | Clio Manage | Legal Practice Management | 2019 | n/a |
In 2019, Henderson, Schmidlin & McGarry implemented Clio Manage. The implementation used Clio Manage, a Legal Practice Management application, to support billing, accounts payable, and accounts receivable workflows at the 10-employee professional services firm with approximately $1,000,000 in annual revenue.
Clio Manage was configured to centralize billing and invoice generation and to maintain matter-level financial records, aligning the application with the firm’s billing and collections processes. The finance and billing specialist operates Clio Manage to issue client invoices and to track receivables as part of the month-end accounts receivable aging process. Financial extracts are routinely exported to Excel for supplementary budgeting and analysis.
Operational integration includes transactional handoffs with QuickBooks for accounting reconciliation and with Legal-X for supplemental case or document data, reflecting a multi-tool finance stack. The deployment focused on finance and billing operations within the law office rather than firmwide administrative automation. Henderson, Schmidlin & McGarry Clio Manage Legal Practice Management supports core business functions in billing and accounts management.
Day-to-day governance rests with the finance and billing specialist who executes billing cycles, manages accounts payable and accounts receivable, and generates monthly budgeting and accounts receivable aging reports using Clio Manage alongside QuickBooks, Legal-X, and Excel. Workflow adjustments concentrated on consolidating invoice issuance and AR aging analysis within Clio Manage and on downstream reconciliation in the firm’s accounting tool.
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Professional Services | 70 | $9M | United States | Clio Software | Clio Manage | Legal Practice Management | 2018 | n/a |
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Professional Services | 20 | $2M | United States | Clio Software | Clio Manage | Legal Practice Management | 2016 | n/a |
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Professional Services | 200 | $33M | United States | Clio Software | Clio Manage | Legal Practice Management | 2018 | n/a |
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Professional Services | 30 | $5M | United States | Clio Software | Clio Manage | Legal Practice Management | 2021 | n/a |
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Professional Services | 5 | $1M | United States | Clio Software | Clio Manage | Legal Practice Management | 2013 | n/a |
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Buyer Intent: Companies Evaluating Clio Manage
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Clio Manage. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Clio Manage for Legal Practice Management include:
- Farrell Partnership, a United States based Professional Services organization with 15 Employees
- Tech Kooks, a United States based Professional Services company with 30 Employees
- Quilqy, a United States based Media organization with 25 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
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Farrell Partnership | Professional Services | 15 | $3M | United States | 2025-09-30 |
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Tech Kooks | Professional Services | 30 | $5M | United States | 2025-07-04 |
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Quilqy | Media | 25 | $5M | United States | 2025-06-23 |
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Education | 17778 | $3.1B | Canada | 2025-03-13 |
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Professional Services | 120 | $10M | India | 2025-02-19 |
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Professional Services | 1500 | $442M | Netherlands | 2024-10-31 |
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Leisure and Hospitality | 418000 | $25.1B | United States | 2024-10-06 |
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Professional Services | 10 | $1M | United States | 2024-07-24 |
FAQ - APPS RUN THE WORLD Clio Manage Coverage
Clio Manage is a Legal Practice Management solution from Clio Software.
Companies worldwide use Clio Manage, from small firms to large enterprises across 21+ industries.
Organizations such as Saxton & Stump, Locks Law Firm, Vela Wood, Cascadia Cross-Border Law and The Employment Law Solution are recorded users of
Clio Manage for Legal Practice Management.
Companies using Clio Manage are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using Clio Manage are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Clio Manage across Americas, EMEA, and APAC.
Companies using Clio Manage range from small businesses with 0-100 employees - 91.67%, to mid-sized firms with 101-1,000 employees - 8.33%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Clio Manage include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Clio Manage customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Legal Practice Management.