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Tidyroll for Clio Manage
Business & Finance
Overview
Tidyroll scans US-region Clio Manage accounts for duplicate contacts using normalized phone/address/name matching, offering a free read-only scan and a paid cleanup flow that previews and merges eligible duplicates while blocking merges involving bills, trust transactions or balances.
Key Features
- Free read-only duplicate scan with sample groups
- Normalized phone, address and company-name matching with match reasons
- Preview and typed confirmation before any merge
- Automatically blocks merges involving bills, trust transactions or balances
Best For
Law firms on Clio Manage who want to find and safely clean up duplicate contact records.
Pros & Cons
Cons
- The free scan does not establish merge eligibility by itself.
- Independent of Clio; not legal advice.
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Pulse Verdict
Editorial review by SEODataPulse · Editorial rating: 4/5 · Updated
This is an editorial assessment, not an average of customer ratings.
“A duplicate-contact cleanup tool for US-region Clio Manage that scans for free and safely merges eligible duplicates with preview and automatic blocks on risky merges.”
Pricing
Free read-only scan. Cleanup Pass US$199 for 90 days per Clio account; Monitor US$29/month for weekly re-scans.
Pricing changes often — confirm current plans on the official site.