Clio Software


 

Developed in 2007, Clio by Themis Solutions Inc. was created to meet the practice management needs of small to mid-sized law firms. The web-based system provides a way for legal firms to track and meet important deadlines, manage cases and documents, schedule appointments, and track time spent with clients.

Clio's scheduling system provides a way to manage tasks for the day, week, or month, and the dashboard keeps track of billing information and goals, so that each firm knows how close they are to meeting these goals. The task management system allows legal professionals to link tasks to specific issues, and assign the tasks to members of their team accordingly. From here, task progress can be monitored to completion so that all necessary objectives are completed in a timely manner.

As a web-based system, Clio is accessible from most devices, so clients can use tablets, laptops, and smartphones to access the system.

 

Clio - Matter Management
 
  • Clio - Matter Management
    Matter Management
  • Clio - Time, Expense and Activity Dashboard
    Time, Expense and Activity Dashboard
  • Clio - User Dashboard and Firm Feed
    User Dashboard and Firm Feed
  • Clio - Calendar, Schedule and Task View
    Calendar, Schedule and Task View
  • Clio - Campaign Tracker
    Campaign Tracker
  • Clio - Billing and Trust Accounting
    Billing and Trust Accounting
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

122 Reviews of Clio

 

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Software Advice Reviews (20)
More Reviews (102)

Showing 1-20 of 20

Kari from Petrasek Law, PLLC
Specialty: Litigation
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Wonderful Practice Management Program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

I love Clio. It has everything I need from being able to keep track of parties involved in a particular case, to billing, to time tracking. Plus I can sync my calendars with Clio's calendar.

Pros

Clio allows so many integrations that almost every program I use can be synced with Clio.

Cons

The mobile app isn't quite as easy to use and doesn't input new information in the proper format like it does on a desktop/laptop computer.

 
 

Sean from Robichaud's
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

The only way to practice law in 2017

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Clio is an essential asset to our practice. We have found the app intuitive yet advanced. We have recovered significant amounts of fees as a result of using the practice management software.

Pros

Technologically advanced, easy to use, and affordable.

Cons

It would be so amazing if it had accounting integrated. Also need better larger picture overview of firm billings and financial analytics.

 
 

Deborah from Hunt Ham, PLLC
Specialty: Family
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Love it !

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Overall, I am very, very pleased with Clio. It is been helpful in my practice in a multitude of ways. It has excellent practice management; I like the way you can access so much information about one client under their matter: calendar; all financials; etc. Also helpful to obtain reports on the firm, staff numbers, client billing, etc.

Pros

I like that the specific calendar for each matter comes up in that case/matter. Ease of use. Tutorials available. Ease of time entry. Ability to send tasks to colleagues.

Cons

When entering documents under CLIO, there is no way to put docs in order by entry date (have to go in through DropBox.

 
 

Heather from Meglino Morse Law
Specialty: Employment
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great price for the software and getting better and better

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We have been clio users from the inception of our law firm and I am thankful we did. It has taken some time investment to get it set up correctly for our business but I believe we are getting there and there are features of clio that are well worth the money (even just using it for those limited features).

Pros

Clio is great case management software. The calendaring system makes things very easy and I often enter calendar items or view from my cellphone. Definitely helps keep your practice operating smoothly.

Cons

Creating a workflow that works for our business has been a challenge. Would like more flexibility with trust requests/accepting payments in clio, etc.
For example, we accept non-refundable retainers which go directly into our operating account. These are still treated as piggy banks (our clients get statements at the end of month to show how much they have remaining) and Clio doesn't seem to accurately reflect this idea. The way it labels "fees" "payments" seems confusing. Would also like an ability to enter time quickly for a matter (without having to go to the particular matter and then hit "time).

 
 

Alicia from Smith Simmons, PLLC
Specialty: Family
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Life Changing!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Clio is a robust practice management platform that helps me run the firm that I work for! It's so user-friendly, reliable, mobile, secure, and ever improving. Integrations with other apps really help to take things to the next level! Try it! You'll love it!!

Pros

It's in the cloud! We can work from anywhere! It offers document automation plus its open API lets others build products that work with it! Plus the customer service is tremendous!

Cons

There are a few processes that I think could be easier but I know that Clio is working on the things that I think need improvement before I even mention it!

Advice to Others

Seriously try it! You'll love it too!

 
 

Tiffany from Fischer, Rust & Stock, PLLC
Specialty: Estate Planning
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great Product!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We have really enjoyed using this product as it is really handy to have all of your work product in one location and accessible from anywhere. Once a file has been completed, we also utilize Clio for long-term storage of file documents by scanning in all file materials in to each matter so that we can eliminate our prior practice of hard copy files being retained in our cold storage for 7 years.

Pros

The biggest benefit to our office has been being able to streamline our firm so that everything is consistent and easily accessible to all of our attorneys and staff, anywhere (where there's an internet connection).

Cons

There are some glitches from time to time that cannot be explained or fixed in a relatively quick timeframe. Some issues have taken months to resolve including a major issue with our Quickbooks Online sync which created a nightmare in QBO that took 4-5 months to resolve.

Advice to Others

If you don't want to reinvent the wheel when it comes to organization of your firm's clients and work product, get Clio!! It is well worth the cost.

 
 

Tony from Wes Dodge Law
Specialty: Divorce
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

How did we ever run our firm without Clio?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Clio is one of the best pieces of software that we have ever invested in. It automates so many aspects of our practice and makes things so much easier for us to work with.

 
 

Trish from rb LEGAL, LLC
Specialty: Estate Planning
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Full Featured, Great Product but Billing Process is Convoluted

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Our firm used Clio a few years ago and switched to another software because of the complexity and time required to do billing each month. We were woo'd back with promises of new, streamlined procedures. While some improvements were made in the billing features, it is still cumbersome and takes about 40 hours a month to fully process and mail invoices for approximately 40 open matters.

Pros

Responsiveness of Customer Support when you call with questions is fantastic; the software is robust with many features that solo-small firms may not use (but should).

Cons

The billing processes and procedures are far too complex - needing too many steps to process a simple invoice and apply a payment and import into quickbooks. About 75 percent of our matters are flat fee based and the system seems to be set up solely for hourly matters that require a retainer.

 
 

Ashley from Law Office of Jill V. Johnson Vigil, LLC
Specialty: Family
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

It's okay

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

I have been reviews and feedback for sometime now (at least since September 2016) but not much has changed. The pitfalls that make Clio time-consuming to use are still there, which is unfortunate because it is non-billable to our clients. Unless the user is very tech-savvy, it is also hard to get used to because of the round-about way most things are laid out. It's actually a very expensive time-tracking device, to be honest, unless you spend the extra money to hook it up each user to Google Drive to the HIPPA-compliant version.

Pros

The timing tracker is nice in the sidebar on the right. The "Add Time" function is good an idea for the different places it is included.
*Clio Sync will input all of your Outlook contacts into Clio, and theoretically vice-versa.
*Clio Sync will input all of your Calendar items into Outlook, sort of.
*You can create multiple calendars, and each user can have their own color-coding system.
*The calendar is mostly intuitive. I like that you can assign how much a calendar item will be billed for and at what rate using the "Add Time" feature beforehand so you can pre-calculate an estimate for clients.
*There are different feeds to "keep you up to date" for incredibly general information.
*Allows you to code files differently based on how your client is paying.
*It works with Quickbooks, in theory.
*There are intuitive page names within the matters. I really like that there are different "tabs" within the matters that allows you to quickly go between one idea and the other without having to be bombarded by the whole file at once.
*The Communications tab keeps track of phone calls and e-mails.
*There is a task list.
*Your more tech-savvy clients can connect with you directly on Clio.
*There is an app for this.

Cons

*The migration from our previous software was a nightmare and I am still cleaning it up for my firm. Most of our party information was lost--we had to re-input phone numbers, addresses, etc. which took weeks by itself. Our clients didn't migrate over as clients--our opposing counsel or opposing parties did. The parties listed in the cases didn't transfer over at all so we had to rebuild all of our party lists including witnesses, opposing counsel, opposing parties, etc.
*The Clio Sync with Outlook doesn't have what other software did in the sense that it duplicated all of the contacts and I have had to go back and delete all of the duplicates added by putting each user on Clio Sync. Good idea, poor implementation.
*The e-mail to file feature is nice idea but poorly implemented. It strictly does non-RTF text, saving the attachments separately into the file. It is faster and easier to keep everything in Outlook than it is to go through the Communications section.
*I haven't been able to figure out how to get the calendar items actually from Clio into Outlook. It definitely downloaded everything from Outlook into Clio--again, with repeats for each and every user included in Clio Sync--but not the other way around.
*There is no way for one item to spill across multiple calendars without that item showing up on each and every calendar. So if our two attorneys have one calendar item in common, it shows up twice on the receptionist's calendar view of both attorneys, making it very hard to see.
*The calendar is hard to use as a receptionist or paralegal. Since you can't color-code on the same calendar--so, you can't code meetings differently from hearings differently from consults within the same calendar--you have to create different calendars for different tasks. The more calendars you have up (we have five categories for each attorney) the smaller the calendar screen gets, and the more time-consuming it becomes to be able to navigate and view what is going on. This last part has been a massive problem with Google Calendar (which Clio clearly uses) since the beginning of time but I will say that traditionally Google Calendar at least allows me to color-code within the same calendar.
*The feeds are not as helpful as I hoped they would be. With previous software, we could print out reports of everything. It was clunky because you had to do each screen separately but you could get a report for different notes, etc. But it lacked the ability to print one giant report for everything (or, if it had it, it never worked because I was never able to generate that for my attorneys). The feeds in the matters are exactly the same in length and character as the firm feed. While you are in a matter, you get the same one-line explanation that you updated that matter because it includes the matter description. It also can only go up to so many characters, so it automatically excludes the text of notes. The feeds can only be exported in Comma Separated Values (CSV) meaning that when you transfer them over to Microsoft Excel and you have used commas ANYWHERE in your description, it goes insane. Again, it will only include so many characters but it will also only tolerate so many commas so your feed export is extremely truncated in most cases. This means that I am still having to take the time to build reports for my attorneys to go to court purely by hand, which is time I thought that the feeds were going to save me.
*It would be nice to still create a budget for our contingency fee accounts. Some of our clients do not want to go past a certain cost in attempting to recover their fees because the cost will outweigh the benefits. We have to change it from contingency fee to billable hours in order to be able to track the trust. So, unless it is billable, you can't keep track of transactions. Transactions and expenses don't track with the Quickbooks report, anyway, so you'll have to input that separately if you're having to do that, but if you're trying to use Clio to keep track of what is going on with the file financially you're probably going to run into trouble unless you use the workaround.
*Right now Clio can only export to Quickbooks and can only accept from Quickbooks--there is no interaction between the two. You have to build the report in one, export it, upload it to the other and vice-versa. Our financial officer hates it. It's literally faster for her to just input the information twice. The firm owner wanted to move to Clio so we could all have real-time access to trust information, which is clearly not what we're getting with this.
*The Client tab within the matter is the only tab that shows you the contact information that you need all at once. The Contacts tab only shows you the phone number--which we don't always have--and the e-mail--which we don't always have. Since we still have to send everything by correspondence in our jurisdiction, it means we have to constantly open new tabs/windows (running the risk of disrupting any active timers) or completely click off of the matter to go to the contact. It would be nice if there was an expandable option so that we could click an arrow or something that would drop down the same information as is on the Client tab.
*I also really, really wish that the "Edit" buttons were consistent or renamed. I wish the Edit button for Edit Matter said "Edit Matter" because it looks exactly the same as the "Edit" button for Edit Client. I wish the "Edit" hyperlink under contacts said "Edit Relationship" or something to indicate that it is not the same "Edit" hyperlink you see in the Employees tab of Business contacts, which actually is an Edit Contact hyperlink. Having to keep explaining this to my attorneys, to the other paralegal, the business manager, and our financial officer means it's actually faster for me to just do it because they don't know why--and I can't agree more--the buttons and hyperlinks can't just say what they mean.
*The screens are meant to be used in full-screen mode. I often have to use Clio in half-screen mode, which means I have to Ctrl+Scroll to make the screen incredibly tiny in order to get the information onto the same screen without having to constantly scroll up and down. My attorneys don't mind using it in full-screen mode but I am a two-screen user with four programs constantly running so I can't afford to lose one program because of how forced the screen set up is. I hate having to keep switching screens to scroll up and down when I'm drafting, or to see the extra contact information, or whatever. It's worse on the Documents tab where you have to scroll all the way up or down on the documents list in order to be able to scroll up or down on the main screen in order to switch tabs or get your matter number. If screen space was not such an issue already with this apparatus, I would love for the in-matter tabs (i.e., Info, Client, Transactions, etc.) to be static at the top but because most users are not going to scroll out as far as I have to in order to be able to use the screen properly, it would be over half of the screen and make it even harder to use.
*In order to use the Communications tab, you have to have already initiated the communication and can't have sent correspondence, faxes, or have had meetings. Right now you are limited to two forms of trackable communications: emails (which are limited by the above complaint) and phone calls. You have to go to the Contacts or Client tab first to have initiated it and if you click on the e-mail address given it will NOT automatically go into the communications tab--you have to go into the Communications tab, open the window to "E-mail Communications to This Matter", copy the link, paste it into your e-mail, and then go. None of the file information populates into it except the e-mail address you clicked on. It would be very nice if things like the e-mail address to the matter and the matter ID were automatically included when you clicked on it. I don't know as a matter of coding how that would work since, as we have, it is often the case that a single contact can be used across multiple files (such as opposing counsel) but I would like to think it is possible. It would also be nice to keep track of correspondence, faxes, and extra-office meetings in the communications in that tab, where would attach documents to show proof of all forms of correspondence in the same tab instead of having to go searching around. We have had to create a workaround by having a Correspondence documents folder in our Documents tab for each matter, which is not ideal because then we are having to go to different places to figure out what was said in what order. It would also be great if we could keep track of phone messages there, as well.
*The hardest thing I find about using the task list is that it automatically sorts by date--not by what still needs to be done. Considering the date reflected is not even the date that it was completed (which could be a huge improvement to show what was completed early, on time, or late) it's a useless form of sorting. It's not a good evidentiary practice to have to go back in to modify dates to show what dates things were actually completed on compared to the original due dates, which is what I had hoped we would be able to use for potential disciplinary board defenses, performance reviews, case narratives, etc. but I've since learned that is not the case and I've learned to move on. I want it to automatically sort by status to show those things that are INCOMPLETE first, PENDING, second, THEN complete. The order it is in now is just shambles and makes it very difficult for our receptionist to update our case file list when she reviews it on Fridays. I also thought that there was an "Add Time" button for tasks at some point but I haven't seen it in awhile so maybe it went away.
*Speaking of Tasks, it would be REALLY, REALLY, REALLY, REALLY ideal to be able to notify users of the task when it is being switched from one person to another. I HATE receiving e-mails, but some of our employees are still stuck on the "I need to be e-mailed about everything" system because that is what works for them. It doesn't change the task delegation, but it helps me perform case control when I don't have to go back and either delete or complete a task in order to start a new task so that I can alert the new task owner of the same, incomplete task from before.
*Also speaking of tasks, since not everyone uses the Practice tab as their home screen, it would be great if there was another positive-punishment button like the Inbox button at the top for (what has become) phone messages and inter-office messages.
*Speaking of the inbox button, unless we want to tell Google Chrome that we're okay with knowing that we're going to get a pop up each and every time we archive a message, we can't archive messages. We have to go into messages to clear them from the inbox (which makes absolute sense) but we can't archive it once we're in there, so we have to loop back around to the inbox, click archive, click "Okay" because even though we know that we could block the page from showing more pop-ups we also know that if we choose not to have those pop-ups we can't actually archive the message, meaning we have to close down the browser and start our sessions entirely over again.
*This also reminds me that for some reason, after the week of "Clio's servers have crashed and are unavailable but our Clio system monitor reports the shortest response times we've had in forever and our servers are completely available" the communications tab can no longer let you go between Logs, Inbox, and Conversation without you having to refresh the page. I don't mind the Conversations is inter-office communication--it's actually preferable (though, I wish we could have some way of doing inter-office communication notes on the same page without having to send a message to other users). But I hate having to refresh the page just to go between the two sub-tabs on the basis that everything in one tab is going to completely disappear.
*I was hoping to use Clio Connect for our more needy clients and as a way to replace having to do 200+ page interrogatories to opposing counsel in print. So far, we have not been able to convince clients on how to use it (at least, partially, because I don't know what it looks like on their side), and my attorneys are hard-pressed to link opposing counsel to it not knowing what the other side is going to see/have access to. I don't blame them, I just don't have the time right now to create a dummy client account to figure it all out.
*The App for Apple is much more useful than the App for Android. I'm never going to buy an Apple--I cancelled my Apple account years ago over their bullying litigation with Samsung and reneging on their settlement agreement. What I have is a hollow shell of an idea of an application. The Apple component allows you to start timers, upload documents, edit matters... The Android one lets you guess how much time you spent, sometimes look at documents, and lets you view matters if you scroll long enough through the list (because the search function doesn't work).

Advice to Others

We pay $ per user per month to mostly generate workarounds. It works because I have spent about ten (10) hours a week over the last four (4) months going through and forcing the system to work. Instead of being able to replace with previous software we have been forced to go to a cloud-based software with fewer important features and some perks. I would think seriously about how you plan to use it and thoroughly use the 30-day trial to its absolute fullest before pulling the trigger.

 
 

Camille from Richard L King, Attorney At Law
Specialty: Estate Planning
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

All-in-One

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Clio is one of the most necessary pieces of software to run a practice. It keeps all the information you need in one place and allows you to quickly reference it which saves you storage space and time. You can be a paperless office and mobilize your practice with Clio which is a bonus in today's work environment. It offers integrations with other software you either have, want, or should use which is great.

Pros

The ability to store and quickly reference any needed piece of information relating to a client or matter.

Cons

Some newer features are only for the new subscribers or the highest paying ones. It's understandable, but a little disappointing when on a grandfathered legacy account.

 
 

Jordan from Palace Law
Specialty: Personal Injury
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Love the integrations, would like more customizability

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

It's a great product, and essential for out firm. The fact that it integrates with other programs like Zapier makes ti possible to do so much more than you can with other practice management software.

Pros

Integrates with other programs (like G-Suite)

Cons

is not very customizable for your law practice.

 
 

Karen from Hawash Meade Gaston Neese & Cicack LLP
Specialty: Litigation
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Clio

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

CLIO has many good features and is easy to use. I was able to get up and running on it with very little training. It was my first time and billing system. There are some annoyances with the way it functions, however I understand that many of those issues are in the process of being resolved. The accounting part of the system needs some enhancements, but overall, it functions very well. The thing I most like about CLIO is their support team. They are very knowledgeable about their product and will work with you to find solutions to meet your specific needs. They are prompt and courteous as well.

Pros

Easy to use.
Their support team is the best I have ever worked with!

Cons

Losing my previous screen when I go back. AR reporting does not provide a historical view of what it was on a given date.

 
 

Todd from Law Office of W. Todd Ver Weire
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Still pleased after all these years.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

I've been a using Clio for over 8 years. During that time, Clio continues to listen to its' customers and improve the product based upon such feedback. Further the customer support continues to be great. They help with both the mundane and complex questions with a smile in their voice and easy to follow assistance.

 
 

Matthew from Law Office of Matthew J. Tuller
Specialty: Estate Planning
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Clio—Legal Practice Management King

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Our firm has used Clio for over five years, and could not be happier.

 
 

Emilee from Champion Window
Specialty: Estate Planning
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Excellent Time Keeping Software

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Perfect time keeping the software for a small law firm. Especially useful for paralegals. It is easy to keep track of time for each client and assignment. The reports and billing features are very nice. My favorite thing about Clio is how easy it is to add the attorney, other paralegals, or other staff members to each case and you can set their hourly rate.

Pros

Very nice graphics and display. Lots of custimizations. Easy to learn and train on.

Cons

Completely web based, if the internet goes down or you are without internet you can't get any information.

 
 

Giselle from The Urbina Law Firm
Specialty: Immigration
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Best Legal Management System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

User friendly and good customer service. I will recommend it to any small legal office.

 
 

Brittany from The Rudolph Law Firm
Specialty: Criminal
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Clio Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We have been using Clio since September 2016. Our experience overall has been very positive and productive to our firm. It has allowed us to keep important client and matter information up-to-date and easy to access via the computer or mobile device.

Pros

Clio keeps all necessary data in one spot for each client and matter. The fields are customizable which benefits a firm that handles more than one type of law. Calendar sync keeps all users connected.

Cons

The program lacks thorough lead tracking tools. It is basic and allows us to save information, but we would prefer more features to help track and follow-up with leads - calendar appointments, automated messaging, etc.

 
 

Louise from Mimnagh Law
Specialty: Family
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

Great for Solo Lawyers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Great bang for your buck -- even as a Canadian user. For reference, at the law firms I previously worked at, PC Law and ProLaw were the accounting and practice management software. ProLaw seemed plagued by compatibility issues, and I found the interface for PC Law reminiscent of an old version of Windows.

Advice to Others

Don't be thrown off as a Canadian user -- this is a great program for Canadian solo practitioners.

 
 

Edith from Nova Law Corporation
Specialty: Divorce

September 2016

September 2016

Great product!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Ease of use, trust accounting capabilities, integration with accounting software

Likes Least

Document automation, too pricey for the type of product it is.

Recommendations

Great product, ease of use. Easy to learn and really adaptable for small firms.

 
 

Brian from Reidy Law Office
Specialty: Legal

March 2015

March 2015

Clio has been a great addition to starting a law firm

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Overall, it is very easy to use. It has many things that I like, but it also has some things that I do not need and wish that I could remove. I tried a few different software products, and Clio has the most of what I like. The client portal is very nice.

Likes Least

Unlike its competitors, clients cannot use the mobile app. With so many people on the go, it would be nice for clients to have access to their information on their mobile devices.

Recommendations

It is important to try multiple companies when you have an opportunity to actually use them. Each place is unique and offer different things that may or may not fit your needs.

 
 
 
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