About Clio

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments. The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account. The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more. The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.
Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily.
Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device.
Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds.
Clio Software - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.
Clio video
Clio Software - Comprehensive case management, advanced document management, & faster billing. - thumbnail
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured. - thumbnail
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily. - thumbnail
Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device. - thumbnail
Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds. - thumbnail

Clio pricing

Clio does not have a free version but does offer a free trial. Clio paid version starts at US$39.00/month.

Starting Price:
US$39.00/month
Free Version:
No
Free trial:
Yes

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App4Legal

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Rocket Matter

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Clio Reviews

Feature rating

Value for Money
4.6
Functionality
4.5
Ease of Use
4.6
Customer Support
4.7
5 reviews of 1,284 View all reviews
J.P.
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 4/11/2019

Clio is the best option for a solo or small firm law practice

After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.

Pros

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Cons

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Alternatives Considered

CosmoLex and Rocket Matter

Reasons for Choosing Clio

At the time I decided to look at alternatives, in 2017, the product was getting worse, not better.

Reasons for Switching to Clio

Largest user base and least likely to get assimilated or go out of business, forcing another vendor change.
Lori
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 15/11/2022

One of the first users of Clio and still give five stars.

Overall experience has been fantastic, and I have no intentions of ever-changing software. I will retire using Clio. Clio, along with Clio Grow, has enabled us to develop a smooth process for evaluating potential new clients using an intake questionnaire and customizing a pipeline.

Pros

It's too difficult to describe what is best, I could not manage my practice without this software. It is incredibly user friendly and easy to learn. I use pretty much all aspects of the software on a daily basis and have been using it for more than 10 years. My practice has grown from just one attorney, me, to now four along with paralegals and clerks. Clio has made the growth seamless.

Cons

I don't have any complaints whatsoever. The software has been essential to my practice in all ways.

Alternatives Considered

Time Tracker, CANVAS, Rocket Matter and Google Calendar

Reasons for Choosing Clio

I used these at other firms. When I opened up my own practice I chose to use Clio.

Switched From

Time Tracker and Asana

Reasons for Switching to Clio

Price, options, versatility, tech support.
Cori
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
3

2
Reviewed on 8/11/2022

Not worth the money

Customer service, while attentive is not always knowledgeable. Today I was told to place a credit to an account instead of adjusting for a returned check

Pros

The integration from Timeslips was easy. The integration with law pay was simple too and lawpay is the best part of the program

Cons

Reporting is extremely limited to the point it's barely usable. Everything has to be exported to excel and the appearance is unrefined

Heather
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
4
Ease of Use
3
Customer Support
3

4
Reviewed on 23/8/2022

I've used Clio Manage for 6+ Years and Clio Grow for 2+ Years

I've used Clio since opening my own firm. Overall, I'm happy with their products and feel confident that I can get "at a glance" information on my active cases as well as my leads quickly. And, I can dive deeper into any particular matter or contact easily. I do wish they were a bit more tailored to small/solo firm practice - particularly in terms of the time investment in set-up and cost per license.

Pros

Clio offers nearly comprehensive lead and case management services. Their support staff is responsive and if you engage them in a conversation about your firm's needs - they are eager to listen & learn. Since I began using it, Clio has steadily widened their offerings that are real value-adds. Their annual conference is a great networking & learning event.

Cons

Both products, but Grow especially, are very time-consuming in the initial set-up phase. Both products could be more robust for practice areas that don't involve litigation. Their support staff is readily available but in my experience can only assist in solving my issue about 10% of the time. Often some features I view as key are not available and it's hard to determine how the upvoting process of feature requests actually works. The pricing structure is frustrating and could benefit from adding a different tier for restricted or limited users (like paralegals and admins). While all the features and new additions are nice, as a solo practice attorney I often find myself unable to take advantage of them due to the time involved in learning about & implementing them.

Alternatives Considered

CosmoLex and MyCase

Reasons for Switching to Clio

Interaction with the sales reps and recommendations from fellow attorneys.
Kathleen
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 27/10/2022

Awesome software program!

Love it so much. The reports it offers also are great so I can see how much I am earning.

Pros

This system is the lifeblood of my practice. I am totally organized now and can get an update on my matters with one click. It has helped to reduce paper load tremendously. No need to print documents out constantly. The electronic signature feature helps me to consummate transactions so much easier and quicker.

Cons

Some of the features are confusing. Sometimes the way I format my matters columns changes and I have to re-format it every once in a while. Also, not sure how the matters are ordered in my open, and closed matters, so I have to search for them - which is not as quick as I would like.

Alternatives Considered

Rocket Matter

Reasons for Switching to Clio

Rocket Matter did not have the functionality that Clio does. It often crashed and the mobile app was not very helpful

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