Cloud-based legal case management software adaptable for insurance legal teams. Features include case management, time tracking, billing, document management, client portal, and reporting tools that can be configured for insurance compliance workflows.
Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
Clio Manage's core function is legal case creation and assignment to users or external teams. | |
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Case Status Tracking Monitor the progress and current status of cases. |
Case status is tracked via dashboards and timelines in Clio Manage. | |
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Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Cases are categorized by matter, priority, and customizable fields in Clio Manage. | |
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Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Milestone and deadline tracking are included in Clio Manage’s case management tools. | |
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Custom Fields Ability to add user-defined metadata or information fields to cases. |
Users can add unlimited custom fields to cases. | |
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Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Clio Manage provides robust search and filter features on all case and document data. | |
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Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
Clio allows performing bulk actions (close, update status) on multiple cases. | |
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Linked Cases Link related cases for holistic review and management. |
No information available | |
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Case History Log Automatically maintain an audit log of all case activities and changes. |
Case activity and change logs are maintained in Clio Manage. | |
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Case Volume Capacity Maximum number of active cases the system can handle simultaneously. |
No information available | |
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Case Edit Speed Average time required to update or edit a case record. |
No information available |
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Central Document Repository All case documents are stored in a secure, centralized digital repository. |
Clio Manage has a built-in secure and centralized document repository. | |
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Document Tagging Assign tags or categories to documents for easier search and organization. |
Documents can be tagged and categorized in Clio. | |
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Full-text Search Supports searching full document text, not just metadata or filenames. |
Full-text search for all uploaded documents is supported. | |
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Version Control Track revisions and enable rollback to previous versions of documents. |
Document version control is available in Clio Manage. | |
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Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
Clio offers OCR to make PDFs and scans searchable. | |
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Bulk Upload/Download Upload or download multiple documents at once. |
Users can bulk upload/download documents. | |
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Document Commenting Users can add comments or notes to documents. |
No information available | |
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Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
No information available | |
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eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
No information available | |
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Storage Capacity Maximum digital storage available for documents. |
No information available | |
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Upload Speed Average speed to upload a document to the system. |
No information available |
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Task Assignment Assign individual or recurring tasks to users or teams. |
Task assignment is a built-in workflow feature in Clio Manage. | |
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Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated reminders for deadlines/tasks are configurable in Clio. | |
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Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
Visual workflow builder tools exist for automation processes in Clio Manage. | |
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Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
Templates can be used to generate tasks. | |
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Approval Workflows Route items for review and approval through configurable workflow steps. |
No information available | |
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Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
No information available | |
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Progress Tracking Track completion status of tasks and workflows. |
Progress tracking and task completion status features are standard. | |
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Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
No information available | |
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Task Reassignment Speed Average time to reassign a task or workflow to another user. |
No information available |
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Audit Trail Record of all user activity and system actions for compliance. |
System audit logs track user and admin actions for compliance. | |
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Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
Role-based user permissions and granular access controls exist. | |
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Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
Clio states all data is encrypted at-rest and in-transit. | |
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Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
Single sign-on (SSO) is supported with major identity providers. | |
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Two-Factor Authentication Optional or required two-step verification for all users. |
Two-factor authentication can be enforced for user access. | |
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SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
Clio advertises SOC 2 compliance in its documentation. | |
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Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
No information available | |
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Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
No information available | |
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Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
Clio flags and tags sensitive data, including PII, with data compliance warnings. |
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Email Integration Sync email correspondence with case records. |
Email integration (including Outlook and Gmail) is a well-documented Clio feature. | |
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Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Calendar integrations with Google and Outlook supported. | |
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eBilling Integration Exchange billing data with accounting or claims platforms. |
Clio offers integrations with eBilling and accounting platforms. | |
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APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
RESTful API with documentation is available for third-party integration. | |
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Single Click Export/Import Effortlessly export or import data between systems. |
One-click or export/import for data via Excel/CSV and third-party integration. | |
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Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
Clio Manage does have integrations for claims management via partners and APIs. | |
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Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
Document management systems such as Box, OneDrive, and Dropbox are supported. | |
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API Rate Limit Maximum number of API calls per minute/hour. |
No information available |
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Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
No information available | |
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Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
No information available | |
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Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
No information available | |
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Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
Invoice and spend management are core billing features in Clio Manage. | |
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Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
No information available | |
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Conflict Checks Automated system checks for potential conflicts of interest. |
Clio provides a conflict check function for new cases. | |
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Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
Client and collaborator portals are standard, allowing secure upload and discussion. | |
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Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
No information available |
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Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
Legal spend by case, matter, and firm is natively tracked. | |
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Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Budget and forecasting tools are provided in the reporting and financial functions. | |
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Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
No information available | |
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Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
Billing guideline enforcement is configurable in invoicing features. | |
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Invoice Approval Workflows Route invoices through a configurable approval process. |
Invoices can be routed for approval using custom workflows. | |
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Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytics with charts and graphs are available on the dashboard. | |
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Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation. |
No information available | |
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Multi-Currency Support Ability to handle billing and reporting in multiple currencies. |
Multi-currency billing, payment, and reporting are supported. |
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Custom Report Builder Create and schedule reports using templates or custom queries. |
Reports can be customized and scheduled for delivery. | |
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Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Legal KPIs and metrics are available out of the box. | |
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Dashboards Configurable visual dashboards for high-level oversight. |
Dashboard views can be personalized. | |
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Export to Excel/CSV Export reports for offline analysis or sharing. |
Data and reports can be exported in Excel/CSV form. | |
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Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
Automated report scheduling and delivery to users/stakeholders are supported. | |
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Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Ad hoc reporting and query tools are available via search and filter. | |
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Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Charts, graphs, and visualization tools are included in reporting. |
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Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Clio Manage has a modern, user-focused, and intuitive interface. | |
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Mobile Access Native or web mobile applications for on-the-go access. |
Mobile apps for iOS and Android are officially supported. | |
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Performance and Load Time Average page or module load speed. |
No information available | |
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User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards. |
Guided onboarding and self-service tutorials are included. | |
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Multilingual Interface System supports content and controls in multiple languages. |
Supports English, French, Spanish, and other languages. | |
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Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
No information available | |
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Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
Clio has accessibility features, and their documentation references compliance efforts (WCAG). | |
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User Licenses Supported Maximum number of concurrent users the system supports. |
No information available |
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Internal Messaging Secure chat or messaging between users within the platform. |
Clio includes a secure internal messaging system for team communication. | |
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Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Threaded comments on cases and tasks are standard features. | |
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File and Link Sharing Share files or links related to cases within the system. |
File and link sharing is supported within cases. | |
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Collaborative Document Editing Edit documents with multiple contributors in real time. |
Collaborative document editing with version control is included. | |
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Notification Center Central area to view all notifications and alerts. |
Central notification center is present in Clio Manage. | |
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Guest Access Controls Allow secure, scoped access to external collaborators. |
Guest access and external user controls are supported through client/collaborator portal. | |
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Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
No information available |
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