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About Clio
Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra.
Lawyers can access and manage their work in one central system - with matters, contacts, documents, billing, payments, and everything you need in one place. Schedule a live demo to learn more.
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 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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Clio Reviews
Feature rating
5 reviews of 1,608
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.
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.
Erica
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Value for Money
2
Features
3
Ease of Use
4
Customer Support
2
4
Reviewed on 23/01/2024
Clio Is the Most Useful Database We have Used
Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in customer service however has dampened my enthusiasm..
Pros
Integration of payment, invoicing and CRM
I used to love the customer service but now....NO
Cons
Difficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries.
Response from Clio
Hi Erica. Thanks for sharing this valuable feedback. I can assure you that we take into account this information to continuously improve our products and services.
I’m sorry you had an unsatisfactory experience with our customer success team. I can assure you that all of our customer service staff are trained in-house and have in-depth knowledge of all our products. While it may on occasion take more than one call to answer a question, please know that we are committed to resolving your queries as quickly as possible—and our team is available 24 hours a day, 5 days a week, via in-app chat, email, or phone should you need further assistance.
Replied 25/01/2024
Lee
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
2
Features
2
Ease of Use
1
Customer Support
2
2
Reviewed on 11/08/2017
I shouldn't have to call support every time I use a feature of the product.
Once started I was committed to use it until I have time to find a better alternative. Capterra.com was the primary tool I used to find Clio. I have concerns that the positive reviews are all fake.
Pros
Clio has the features I needed. I was fooled by the initial trial into thinking it would be a good fit for my firm. What use is a feature that is so complicated to find, use, and enable that I have to call support or Google how to make it work.
Cons
Nothing is intuitive, at first it seems like everything is going to work. Clio has all the features I wanted, or at least it seemed like it did. Once I used it for more than just the trial period, using it to manage my trust account, client billing, client communication, it just does not work. After using it for any length of time, the navigation gets tiresome and then frustrating. At every turn I find myself having to Google how to make it work. Sharing a document with a client requires several steps including typing in the client's contact info; instead of just clicking a button for share. Now my client can't enter a partial payment. What the heck? Prior to becoming an attorney I was a software engineer; I would have been embarrassed to put my name on such a product.
Frankly, I don't trust the myriad of positive reviews for this product, they can't be true.
Response from Clio
Hi Lee,
First of all, I wanted to thank you for taking the time to share your honest feedback with us. Hearing from our less-than-satisfied customers helps us determine what the best course of action is when improving our product.
I wanted to let you know that in a little over a month we'll be launching the first ground-up redesign of Clio in the 8 years since launch. The redesign will aim to improve customer experience and app navigation as a whole, and introduce a design built almost entirely off of our customer feedback.
Lastly, I wanted to assure you that all the reviews on this site are 100% accurate and come from real customers (such as yourself). Every customer's experience using Clio is bound to be different, but we encourage our customers to share honest and open feedback with us at every turn so that we can continue to evolve the world's most popular practice management software.
Thanks again for your feedback!
Derek Bolen
Clio Community Manager
Replied 15/08/2017
Karen
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4
5
Reviewed on 30/05/2024
It's a comprehensive program.
Pros
Provides online access and accessibility.
Cons
Reports and tracking are not always helpful.
Steven
- Industry: Automotive
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5
4
Reviewed on 23/01/2024
Clio has changed my business model
First thing first. Clio's customer and technical support is top notch. They are excellent at getting you started and set up. It only takes a few clicks to get connected to support and once you are connected it is secured using your support code. Clio has helped generate and speed up my intake, processing and document creation dramatically compared to where I was before.
Pros
Having my client information, cases, documents, templates and invoicing under one system is a dream come true.
Cons
I wish Clio had more in-house created integrations with apps versus using services like Zapier to make the connections and send data from apps or services to Clio. Zapier can be very clumsy and if something gets updated in Clio's software you sometimes have to rebuild the Zapier.
