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

Alternatives to Clio

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Quickbooks Online

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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 1,485 View all reviews
Stephen
  • Industry: Legal Services
  • 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 6/7/2019

Fantastic Practice Management Solution

Pros

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Cons

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Daisy
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/1/2023

Clio is the best Case Management System I have used and I would highly recommend it!

Clio is Great, and my experience is amazing so far! I love customer support and their knowledge and great help every time I contact them.

Pros

What I like most is the way it makes my practice easier, saves time, and it constantly improves! The Clio team is incredible, always listens to its clients, and constantly develops its product.

Cons

I would love more options in the mobile app, like editing the matter, billing, etc. I hope that these features are coming soon. Also, as I am in Canada, I am looking forward to using the documents fill-out option, which is currently only available in the USA.

Dess
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Features
3
Ease of Use
5
Customer Support
3

1
Reviewed on 5/3/2023

Clio Payments is a bad business decision

Overall Clio has been great except lately with this huge problem I’m having with collecting client payments timely and also that Clio is giving my firm contact info out to all its third party providers. I’m getting frequent sales solicitations about Clio product integrations, by email and phone calls. Not happy about more solicitations and don’t see any way of stopping Clio from encouraging its partners from calling and emailing my firm (wasting resources).

Pros

Easy to switch from LawPay. Integrated easily with Clio (but so did LawPay). Supposedly lower fees.

Cons

Terrible turn around time for payments by credit card. 5-7 days! No explanation or customer service for the delays in processing time. Very difficult to switch back to LawPay - they make you schedule an appointment to talk to someone who takes your time to tell you how difficult it is to switch back to LawPay, plus they want you to cancel all your pending payments, which they didn’t require when switching from LawPay to Clio. No regular reporting or monthly statements - you have to figure out the reports on your own and calculate the fees charged yourself and download the transaction history periodically. The fees are deducted first before payments are made, which skews the income tracking for accounting purposes. I.e., the client payments from bills don’t match the bill amount. The customer service representatives have no power and don’t seem to care one way or another, though the sales reps cared about switching you over to Clio payments! Is Clio changing from a great company with real people who are concerned with helping law practices succeed to a mammoth company just concerned with its own bottom line? It’s starting to seem that way.

Response from Clio

Hi Dess,

Thank you for taking the time to detail your experience. A Support Specialist has reached out to talk through your concerns in more depth and hopefully resolve them for you.

In the meantime, here is some additional information regarding your feedback.

1. We do not share our customers' contact information with third-party providers. We also strive to only communicate relevant, useful information to our customers. That said, we've clearly missed the mark here and would like to work with you to adjust your communication subscriptions.

2. Clio Payments and LawPay have the same processing times. For both products, you'll typically see credit card payments processed in 1-2 business days*. Here are some resources:
- *Clio Payments Credit Card Processing Times: https://support.clio.com/hc/en-us/articles/4409104905115-How-Long-Do-Credit-Card-Payments-Take-to-Process-with-Clio-Payments
- LawPay Credit Card Processing Times: https://supportcenter.lawpay.com/hc/en-us/articles/360034332251-Credit-card-processing-times

3. With Clio Payments, you have the option to get your transaction fees deducted in one lump sum each month, the same as with LawPay. Here are instructions but our Associate Solutions Specialist would also be happy to adjust that for you: https://help.clio.com/hc/en-us/articles/9285813698075-Clio-Payments-Fee-Schedules

Overall, we want you to know that we care deeply about the success of each of our customers. And we do not intend to make any of your requests more difficult than they need to be. We look forward to speaking with you and utilizing your feedback in our continued endeavour to provide the best-in-class service.

Replied 13/3/2023
Matt
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 8/12/2022

Best in class

I operate an entirely virtual law practice. Keeping all of my workflows and processes in the same ecosystem helps ensure consistency and efficient operations.

Pros

The single best part about Clio is the user interface. You can't overestimate the drain on your organization and your end-users by poor UX design. Clio is intuitive to use, and easy to customize. Their chat support is the best of any product I've used, in any category.

Cons

The in-app document management isn't great. It's good enough, but most users will want to integrate with an existing DMS.

Alternatives Considered

CosmoLex and Actionstep

Reasons for Choosing Clio

Cosmolex had a less intuitive UI and didn't allow for batch changes, which makes it hard to iterate and improve. Actionstep has great automation potential, but didn't allow me to charge a second sales tax which is mandatory in my jurisdiction.

Switched From

CosmoLex and Actionstep
Nicole
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Features
5
Ease of Use
5
Customer Support
0

5
Reviewed on 20/2/2023

Total Transformation

With Time Matters software on its way out and our contract expiring, we knew it was time to make the jump to another platform. We entertained a few options but Clio came out on the top for us.

Pros

This platform is extremely user-friendly. We are still implementing the software with our staff but I believe there will be no problems - whether skilled with computers or not.

Cons

I was told by Clio staff that there are new releases coming for the software related to collection of client payments. These updates will be of the utmost importance to our firm. Being a smaller firm, we do not want to use Clio to allow our clients to pay due to the fees involved. However, I'm told that the ACH payment option will be coming as well as surcharging.

Alternatives Considered

LEAP

Reasons for Choosing Clio

Time Matters is going away and we were not able to utilize it to its fullest capacity.

Switched From

Time Matters

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