--- description: Review of Clio Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Clio | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Trust Accounting Software](/directory/2005/trust-accounting/software) > [Clio](/software/449970/Clio) # Clio Canonical: https://www.softwareadvice.co.nz/software/449970/Clio Page: 1 / 71\ Next: [Next page](https://www.softwareadvice.co.nz/software/449970/Clio?page=2) > Ranked \#1 and with the most 5-star reviews on Gartner, G2 \& Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Enterprise-grade infrastructure: SOC 2 Type II, ISO 27001, HIPAA. Clio uses AI to connect your firm’s work, surface what might otherwise be missed, and drive the right next task, decision, and outcome. 100+ Bar approvals and approvals in all 50 US states. Clio is proudly used by 400,000+ lawyers from large, small \& solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Manage your work in one central system - with matters, legal research, contacts, billing, payments, and everything you need in one place. Also, new to Clio is Clio Accounting which simplifies your billing, payments, and accounting tasks in one connected system, ensuring you stay on top of trust accounting rules with ease. The software suite caters to diverse needs within legal practice, offering features like legal research, AI features for lawyers, legal drafting, law practice management, client intake, customer relationship management (CRM), document automation, docketing, legal billing \& accounting, and access to a wide array of third-party apps. With over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications. Financial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements. The Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked. Security plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions. > > Verdict: Rated **4.7/5** by 1742 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 1742 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Clio - **Location**: Burnaby, Canada - **Founded**: 2007 ## Commercial Context - **Starting Price**: A$39.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: The pricing plans offered by Clio range from an entry-level plan called EasyStart at $49 per user per month, offering basic features like time tracking and online payments, to more advanced plans like Essentials and Advanced, providing additional features such as client collaboration tools and document automation. The highest tier plan, Expand, includes comprehensive features like workflow automation, unlimited e-signatures and financial reporting. Customers also have the option to customize their plans with add-ons such as Clio Grow and Clio Work for enhanced client intake and artificial intelligence functionality, respectively. Overall, Clio's pricing structure caters to law firms of various sizes and needs, offering flexibility and scalability. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Belgium, Canada, Hong Kong SAR China, Ireland, Luxembourg, Netherlands, New Zealand, Puerto Rico, South Africa, United Arab Emirates, United Kingdom, United States ## Features - ACH Payment Processing - AI Copilot - AI Redlining - AI Summarization - API - Access Controls/Permissions - Accounting - Accounting Integration - Accounts Payable - Accounts Receivable - Accrual Accounting - Activity Dashboard - Activity Tracking - Alerts/Notifications - Appointment Management - Archiving & Retention - Asset Accounting - Audit Trail - Automated Text Generation - Automatic Backup ## Integrations (33 total) - 8am LawPay - Birdeye - Box - Case Status - Chrometa - Docusign - Dropbox - Gmail - Google Calendar - Google Contacts - Google Drive - InfoTrack - InvoiceSherpa - Kenect - LEX Reception ... and 18 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Trust Accounting Software](https://www.softwareadvice.co.nz/directory/2005/trust-accounting/software) ## Related Categories - [Legal Accounting Software](https://www.softwareadvice.co.nz/directory/302/legal-software/software) - [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software) - [Construction Payroll Software](https://www.softwareadvice.co.nz/directory/3771/construction-payroll/software) - [Payment Processing Software](https://www.softwareadvice.co.nz/directory/4526/online-payment/software) - [Task Management Software](https://www.softwareadvice.co.nz/directory/1412/task-management/software) ## Alternatives 1. 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Reviewers consistently note that the real value appears in the Essentials and Advanced tiers, where workflows, integrations, and reporting unlock major efficiency gains. Customer Support: Clio’s support is widely considered industry‑leading, with high satisfaction scores and 24/7 support available on higher plans. Users praise the responsiveness and depth of knowledge from support staff. Ease of Use: The interface is clean, modern, and intuitive. Navigation between matters, contacts, billing, and documents feels natural, and most users report that the learning curve is manageable compared to other legal practice management systems. Document Management: Clio offers strong document management with templates, automation, and integrations with Google Drive, Dropbox, OneDrive, and NetDocuments. Documents can be tied directly to matters, shared with clients, and generated using merge fields. Invoicing: Billing and invoicing are major strengths. Clio supports hourly, flat-fee, contingency, LEDES billing, batch invoicing, online payments, and trust accounting. Many firms report that invoicing is significantly faster and more accurate after switching to Clio. Navigation: Matter pages act as a central hub where everything — documents, notes, tasks, time entries, billing — is connected. Navigation between related items is smooth and logical. Integrations: With 250+ integrations, Clio connects to nearly every major legal or productivity tool, making workflows more seamless. > > **Cons**: Value for Money: Clio is one of the more expensive platforms, and some features are locked behind higher-tier plans, which can feel like nickel‑and‑diming for smaller firms. Ease of Use: While generally intuitive, solo practitioners sometimes find Clio overwhelming because it includes more features than they need. Document Management: Advanced document automation is only available on higher tiers, which increases cost. Invoicing: No built‑in accounting system — you must integrate QuickBooks for full accounting functionality. Bugs and Issues: Occasional bugs appear after major updates, especially with new AI features or integrations. Most are resolved quickly, but they can disrupt workflows. (Inference based on “continuous product development” and rapid feature releases, which often correlate with minor bugs.) Navigation: While generally smooth, the sheer number of features can make the platform feel complex for new or small firms. > > Clio is one of the most complete and polished legal practice management platforms available today. It excels in the areas that matter most to law firms: document management, billing, client communication, and workflow automation. The navigation is clean and intuitive, and the platform’s extensive integration ecosystem makes it easy to connect Clio with the tools you already use. Customer support is a standout strength, and the platform’s continuous development means new features and improvements roll out regularly. However, Clio’s pricing can be steep, especially for solo practitioners or firms that don’t need advanced features. Some capabilities — like document automation, custom reporting, and AI tools — require higher-tier plans. Despite the cost, Clio delivers strong value for firms that want a single system to manage matters, documents, billing, and client communication without juggling multiple platforms. It’s reliable, modern, and built with the legal workflow in mind. ----- ### "Solid, future focused platform\!" — 5.0/5 > **Megan** | *12 May 2026* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: From my perspective, Clio has been a really solid platform for managing a modern law firm. One of the biggest positives is that it is fairly easy to use compared to a lot of other legal software. It brings together calendaring, matter management, billing, documents, client communication, payments, and workflows all in one place, which helps create more consistency across the firm and a better experience for clients. It has also been helpful from an operational standpoint because the cloud-based setup makes remote work and accessibility much easier. Without Clio we would have had a really difficult time navigating the Covid years. I also think Clio does a good job with integrations. It connects with a lot of the other tools firms already use, which helps avoid having everything live in separate systems. The client-facing features like payment links, portals, and scheduling tools also make things feel more streamlined and professional for clients. > > **Cons**: A few frustrations - like most platforms, it is geared toward firms that bill by the hour and we do not. Reporting is one of the weaker areas, especially if you want detailed operational data or more customized tracking. As the firm grows, you also start to notice that some workflows feel a little rigid, and there are times where you have to adjust your process to fit the system. Costs can also add up quickly once you start adding users, integrations, and additional features. Also, our initial migration did not go well, but Clio bent over backwards to remedy the situation which we greatly appreciated. > > Overall, our experience with Clio has been positive. I particularly love how forward thinking Clio is as a brand and they continue to challenge the way that law serves the community. It is a strong platform for firms that want to stay organized, improve client experience, and centralize operations. Like any system, though, it works best when the firm already has strong processes and accountability in place. ----- ### "Still in Love\!" — 5.0/5 > **Denise** | *19 March 2026* | Legal Services | Recommendation rating: 10.0/10 > > **Pros**: Taking into consideration the word "Overall" - the Clio experience has been good. We experienced some minor hiccups in customer service this month, March 2026 which was resolved by escalation. The issue could have been quickly resolved had the representative looked at the issue commonsensically but it was a painful experience BUT one that was resolved. Resolution is the Goal right? > > **Cons**: Thinking outside the box with some customer service representatives; I feel they should indeed lead to "opening the eyes" of the user with their insights. > > I am still drawn to Clio that possesses rich case management features but definitely a more interactive adoption of user suggestions and expansion definitely of its reports is needed. ----- ### "Not perfect, but far better than the alternative" — 4.0/5 > **Jarred** | *15 May 2026* | Law Practice | Recommendation rating: 7.0/10 > > **Pros**: I appreciate the ability to manage an entire case on a single platform. The ability to keep an overall schedule as well as a calendar for each case which then syncs to my Google calendar for me to view on my phone is invaluable. Additionally, the ability to keep documents on Clio's servers and then access them wherever I have internet access allows me to travel much more lightly while avoiding the concern that I will not have the document I need when I need it or that a paper document will be lost. The ability to create templates for commonly used pleadings and then automatically populate them with information from a case frees up much of the time I would have spent doing repetitive work. > > **Cons**: I wish there was more freedom to customize Clio to work for me rather than having to adjust to work within the bounds of Clio. For example, many times I will have hearings or meetings with a client that involve multiple cases for the same client. I am only able to associate a calendar entry with a single case, so I am left with the options of having a single calendar entry associated with only one of the client's cases or having multiple calendar entries for the same event. > > Overall I am happy with Clio. It is not a perfect system and I sometimes find myself having to adjust to the software where I am constrained by limitations of the software that could be easily fixed by Clio. ----- ### "Robust Search Capabilities and Document Automation" — 5.0/5 > **Matthew** | *3 May 2026* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: Clio's robust search field allows you to easily scan your existing legal universe to reference documents and information, and you can create templates easily to automate routine tasks. The pricing is in line with the industry, and for a solo or small business, it's actually a pretty modest expense. > > **Cons**: The Personal Injury has module started off with exciting possibilities, but we are waiting and hoping for more Insurance-oriented updates and pre-built fields for that. > > Clio has a superior user experience and user interface, its layout is much more user-friendly than most other case management platforms we have sampled. ----- Page: 1 / 71\ Next: [Next page](https://www.softwareadvice.co.nz/software/449970/Clio?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/449970/Clio) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data