About Clio
Clio pricing
Clio does not have a free version but does offer a free trial. Clio paid version starts at US$39.00/month.
Alternatives to Clio
Clio Reviews
Feature rating
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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.- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
I highly recommend Clio to any practice
I have been very happy with Clio. I think it really streamlines everything. I am particularly happy with the billing and invoicing features.
Pros
I like the ease of use. We were able to switch over seamlessly with no issues. We were ready to go on day one of launch. It is intuitive and easy to use. We used our previous software for 20 or more years and we were able to switch over with no issues. Everyone in our practice has been able to transition with no issues.
Cons
The only issue I have with Clio is when using it with Quickbooks, when you create a check in Quickbooks with multiple matters on the payment it ports it over as one expense and you have to then separate it out into the different expenses for each file. It creates a situation where you have to put the entries in twice. I think this is a Quickbooks issue more than a Clio issue, however the problems remains that same.
Reasons for Switching to Clio
We were being forced to switch from PCLaw and Amicus because they were no longer going to be supporting each other with updates. There were some issues with LEAP's software and the way that we handle practice management that would not have worked for our firm.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Clio has great customer service
Increased productivity and ease of management of my team and tasks.
Pros
Responsiveness, knowledge, professionalism, and follow-up of their Customer Service representatives.
Cons
Cost and Client connection is cumbersome.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Buyer Beware!
Pros
Fair user experience once established. Establishment was complex. Sales pitch was well-scripted and only after I had an issue that could not be resolved to my satisfaction do I realize it was disingenuous. The billing became a problem.
Cons
Opaque billing policy and no refunds awarded for over-billing. Customer support was patronizing and not trustworthy. Beware!
- Industry: Human Resources
- Company size: 1,001–5,000 Employees
- Used Weekly for 1+ year
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Review Source
Clio develops the WIP budget in my company
Clio is designed for freelance professionals and small businesses. It handles a small portion of complicated cases and handles date management and payment. I think it would be outstanding in a massive class. Clio has more features and seems to be working on constantly improving. I recommended some suggestions for work that I thought would be helpful. Those suggestions went into a black hole, with the insinuation that I would attempt a confluence application of various bugs. Clio is getting quite a bit of money because of the legal experts who use their program.
Pros
All I need to do is turn on Clio in the morning and press the button to start the timing if I feel lazy to casually type a few words. It is possible to see how far behind or ahead of budget I am in terms of jobs, payments and invoicing. There is some repetition (database skills), and he has another colleague to manage the data for him when he is on vacation and doesn't have Clio, but these are minor quibbles.
Cons
This feature is likely to be useful in many people's practices, but I don't use it. Clio must find a way to accommodate all the documents that have a certain name that I can access through Clio. On the contrary, I use Hazel and Dropbox.
