Clio Software


 

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables legal firms to track important deadlines, manage cases and documents and bill and collect from clients.

The time tracking feature helps users manage tasks for the day, week or month and track billable time directly. The practice dashboard displays billable hour targets and goals and how well users are progressing against them. Accounting and billing capabilities let clients access information via email and a secure client portal. Clio Payments allows lawyers to receive payment to either a client’s trust or operating account.

Users can assign tasks from specific issues to any member of their team, and tasks can be linked to specific issues. Task reporting provides data and analysis into team progress and productivity. Clio is designed to be accessible with mobile and desktop devices and offers iOS and Android apps.

 

Clio - Court rule
 
  • Clio - Court rule
    Court rule
  • Clio - Mobile calendar
    Mobile calendar
  • Clio - Create new item
    Create new item
  • Clio - Trust request
    Trust request
  • Clio - Matter view
    Matter view
  • Clio - Submit bill
    Submit bill
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

186 Reviews of Clio

 

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Software Advice Reviews (27)
More Reviews (159)

Showing 1-20 of 27

Lindsay from Lotus Law Center
Specialty: Corporate
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

One stop shop!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Clio has everything our firm needs. EVERYTHING. We recently switched to Clio for time tracking, task management, calendaring, contact management, and billing. We're replacing 4 or 5 different software products with this all-in-one software. The software also allows users to send messages to each other and attach them to a client to create a complete file for a certain matter.

Cons

There's a learning curve with using Clio. It took a little time to understand the language used (i.e. what is a "matter" or an "activity") by Clio. Certain features are a little inconvenient and are difficult to get used to. For example, on the time tracking, if there are multiple timers running, I can't differentiate between two different timers for the same client without clicking into each timer. Our firm may work on different projects for the same client (e.g. two different contracts). It saves time if I can immediately decipher between the two contract timers and click the appropriate timer.

 
 

Eric from Bentley, Gibson, Kopekci, Smith, P.C.
Specialty: Family
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Mediocre

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Fairly easy to use. The different pricing for attorney and non-attorney is better than most. And the phone app is convenient.

Cons

The document management is cumbersome and doesn't feature direct integration with Microsoft Word. The email integration is also cumbersome and pretty much useless as it too does not have direct integration with outlook. and lack of accounting feature

 
 

Tammy from Joseph D. Carney & Associates
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great product but some aspects are confusing

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

All of the options are great and there are a ton of categories and different things that you can do with the product ; which is great.

Cons

There is a lot to learn and some aspects are very confusing, especially when I am working on other things as well as learning this new program.

 
 

Joy from Cold River Associates, LLC
Specialty: Bankruptcy
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Clio

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like the fact that you can flag matters to be followed up with later. And you can send messages to other users.

Cons

Find the statement process to be very redundant. Takes too many steps to send out monthly statements.

 
 

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

May 2017

May 2017

Great Software!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I wish there was a "do not bill" feature so that i can void a time entry easily without loosing the complete record of the entry or having to write it off.

Pros

There are so many useful features to this software including document storage and lookup to client information access. It is very user friendly and easy to navigate with the easy to use tabs. Customer service is excellent as well, always friendly and willing to assist with any questions or problems i may have.

Cons

My only con is the billing aspect. I wish there was a "do not bill" feature so that i can void a time entry easily without loosing the complete record of the entry or having to write it off.

 
 

Sherry from Brusniak Law, PLLC
Specialty: Tax
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Great software for some firms.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very intuitive and user friendly. Simple to learn and use. Customer service has been great - very friendly and easy to understand.

Cons

Not very flexible. The reporting is simplistic which would work for very small firms but if you are looking for good analytics, this is not the program for you. The syncing between Quickbooks online has been "broken" for close to three months now so everything has to be double entered and I have not heard back from them with an ETA of when it will be fixed.

 
 

Lauren from UT Law
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Great for tracking billable hours/projects

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Used this product as a law clerk (i.e. Learned how to track billable hours on this product) Very easy to learn, easy to keep track of individual projects and track progress

Pros

Easy to learn. Easy to add hours/projects/keep track of contact info for clients

Cons

Can be difficult to navigate between clients/projects at first

 
 

Megan from Frank Lyon, Atty
Specialty: Bankruptcy
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Clio is the Best!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Fantastic legal software... Extremly easy to use. The tech support is the best I have ever used.

Pros

Everything

Cons

Their conference is too short.

 
 

Barney from Law Office of J. Barney Witherington IV
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Frustrating for the Most Common Tasks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I used both Amicus and PCLaw prior to Clio. Clio has a sharper look and is better than the others for ease of locating and reviewing documents and prior log entries. HUGE DOWNSIDE is that one of the most common tasks for attorneys, logging and billing phone entries, requires you to enter into multiple screens and fill out the same information twice. You also cannot run a timer on the same screen as the phone log!? You are required to do timer on a separate screen and enter the information all over again. It is also quite obnoxious that you cannot see the phone number of the contact you want to dial on the same screen as the phone log, forcing you to enter the contacts screen, jot down the number, and then go into the phone call screen. Although these things may seem minor, they translate into a great deal of wasted time each day. Even PCLaw, which was quite primitive, had these problems solved.

Pros

Sharp appearance and easy access to your data. Per my assistant, the ease of billing is superior to others. Customer support was responsive and sympathetic, albeit unable to help.

Cons

Far too much time wasted having to enter multiple screens for simple tasks that should be available in one place.

 
 

Wendy from Howanski, Meadows & Erdman, LLC
Specialty: Divorce
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Clio

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, Clio has made the billing part of our small firm SO MUCH EASIER!

Pros

I love that I can bill from home.

Cons

I don't like that you cannot apply one payment to multiple invoices.

 
 

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

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

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

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

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

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

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

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.

 
 

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

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

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.

 
 

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

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.

Pros

Ease of use and practical features.

 
 
 
Showing 1-20 of 159

Alex from The Barthet Firm
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Great, Simple Cloud Practice Management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Clio allows us to be more efficient. It is not cheap, but remember that you are not spending money on a server or an IT company. And it allows our team to work from anywhere - car, home, coffee shop, ...

Pros

The interface is simple. Non-computer folks are able to use it quickly. Integration with Outlook (contacts, tasks and calendar) great for us. They also make constant updates that are great to see. They are now integrating with Office 365 directly instead of a desktop app. I understand that integration with gMail is even better (but we like O365). Time keeping is also easy. There are also lots more features than we are using, but we have them on our roadmap to implement (like document automation).

Cons

Would like to be able forward Clio notes via email by just clicking a button. We used Clio notes to keep a running update on the case between team members. Also, when there were some significant tech support issues , Clio was slow to react (keeping in mind that an impaired Clio impacts my business). But once they acted (Twitter was a great way to get their attention), they fixed the issues promptly.

Source: Capterra
 

Trevor from Solon Law, PLLC

June 2017

June 2017

I am very pleased with my experience thus far with Clio.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I really like the billing interface. It makes it easy for clients to get the bills and to pay them. It also makes it easy for clients to see exactly what I'm doing which I think my clients appreciate.

Cons

I greatly dislike the Reports tab in general. There are so many options, but they are obtuse in what they provide, at least to me. For someone who is not sophisticated or experienced on this side of running a business, I find it exceptionally difficult to navigate this area and printout the information I need without having to try multiple options.

Source: Capterra
 

Pamela from Solier Law Offices PS
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Received sufficient help at first to get to know the program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am able to bill timely, I can keep track of all expenses so I am getting paid back, I am able to bill as I go so that I am not forgetting to bill for what I had done for the day. I used to forget to write things down. This is no longer an issue. I like having the ability to do email and everything through Clio. I love the access where ever I am at.

Pros

Everything, I love it all, it is convenient, I love the ability to save receipts in each client's file, helps keep me organized and helps me make sure to bill for the expenses.

Cons

I don't like the expense snippets. This should be the same as the activities. The creation of documents should be easier. It is too hard to do.

Source: Capterra
 

Eric from Utah Family Law, LC
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

I've been a customer for years. I haven't begun to scratch the surface.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It does what I need, and a lot of things I don't even know I need or want.

Pros

I know it can do so much. I know it has the funding and expertise behind it to make it among the best, if not the best, depending upon one's needs and wants.

Cons

Not really Clio's fault, but the time it takes to get up to speed with Clio so that I can take advantage of its features and power.

Source: Capterra
 

Ziad from Law Offices of Ziad I Youssef, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Clio Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Contact, Matter and Document creation, and organization in a mobile friendly and intuitive software that promotes growth with increased capacity created with efficiency and greater communication with clients because information is readily available and easy to share.

Pros

Clio has driven my firm to more efficiency which increased our capacity to take on more cases, grow revenues and expand our brand. Having all of our contacts, matters and important case documents and information in the palm of your hand promotes organization and communication because the information is stored in Clio and easy to access and share.

Cons

The accounting system is still developing. Invoicing clients is amazing, and so are the Clio payments feature and accounts receivable reports. But it's not yet possible to track firm expenses, only matter expenses.

Source: Capterra
 

Danielle from Huntley Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Clio keeps me organized and efficient

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Easy billing

Pros

Easy billing, revenue tracking and secure document management. I also like that I see my firm's financial performance when I login. It's a great motivator.

Cons

Not really designed for flat fee matters - the billing can get a little clunky if you are a flat fee firm like myself.

I wish Clio docs integrated with Google Drive, e.g. if someone uploads something to Clio it shows up in my Google Drive.

It's also silly that there is no notification when a client uploads documents. That seems like a basic feature.

Source: Capterra
 

Devika from D. CARR LAW

June 2017

June 2017

Best companion and team member as a solo practitioner to ensure you're never alone.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy access on the go and accessibility to documents for each client (allows an electronic database to reduce size of the physical file).

Cons

Financial metrics do not include enough options (for example, my practice does not focus on the billable hour but flat fees and the features do not accurately reflect my billed revenues vs. received revenues).

Source: Capterra
 

Nathan from The Tracy Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

My firm uses Clio and we find it to be an improvement over other lit mgt programs.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love the iphone application and use it all the time. Direct access to our docketing system through an efficient app is a nice feature.

Cons

I wish the calendar could integrate with Google's Calendar or the iphone calendar, I do not like have separate calendars.

Source: Capterra
 

Katrina from Arlyn J. Bossenbrook PC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

We love how Clio has streamlined our management of client data and improved our time keeping process

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Increased billing through managed time keeping using the dashboard firm metrics, and an easier-to-customize invoice layout.

Pros

The dashboard tracking of the firm metrics, which helps us to monitor our billing progress on a daily basis.

Cons

The bills menu and sub menus as they relate to past due bill management, and the inability to separate out current bills from past due bills in an easy manner.

Source: Capterra
 

Seth from Kasper and Associates, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Excellent customer service, and an intuitive user interface that makes practicing law easier.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Streamlined and efficient office and matter management

Pros

I most enjoy the intuitiveness of the interface, and the ability to keep track of time, matters, clients, and billing in the same native program.

Cons

I wish Clio had native accounting software, rather than connecting to other services liek Xero or Quicbooks.

Source: Capterra
 

Jennifer from Law Office of Wayne Silva

May 2017

May 2017

Amazing, makes us on top of our game.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The Task List templates and the client portal are my favorites. I also like that it has cloud storage.

Cons

I wish there was a repeating task feature and that the retainer fee previously paid by the client would automatically be applied to the total and balance due on the bills when they are generated.

Source: Capterra
 

Stephanie from PennyMac Corp
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

May 2017

May 2017

Clio changed how in-house counsel runs our department - 100% - saved us time & money!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We were shopping around for a new matter management program, and ended up going with Clio. It saved us initially, and now continues to save us about more than that a year. It is so easy to train new employees, and all of our info is all in one place and easily accessible.

Pros

Ease of use, Organization, Search instantly, Cost, Chrome extension to add docs, Task features, and ability to merge with existing calendar.

Cons

Reporting features - inconsistencies with document sharing and Clio unique email that is used in messages. Wish I could customize my own dashboard, as we use Clio is such a way that is so outside of your traditional user.

Source: Capterra
 

Brenda S. from Stedham Law Firm
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Clio has streamlined my practice!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I save time and money. I don't have to create and store paper files! I font have to hire a bookkeeper. My staff saves times as well.

Pros

It keeps track of my operating and trust accounts, which saves me time and money. If I had to hire a bookkeeper, I'd incur mush higher expenses.

Cons

Parts of it are complicated and difficult to learn. I've taken several webinars, but they often move too quickly and don't allow me to practice using portions of the information.

Source: Capterra
 

Michelle from Zollie C. Steakley, PLLC
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Ease of use and so many options

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Ease of use, so many functions to help run the form. Help when neede.

Pros

There are so many functions to Clio. So much help and support to get help on how to use Clio. It really makes the firm more efficient.

Cons

I wish I had the time to learn and benefit from all my that Clio can truly do. I don't like that the budget is not too flexible. If more funds are added, it doesn't recalculate. You have to manually recalculate.

Source: Capterra
 

David from David Myers Law
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Best all-in-one solution out there

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It's a major time saver. It's great for billing, keeping tabs of your time, costs associated with a file, trust money for each file, docketing, contact lists, and all the rest.

It feels a bit short/incomplete in some areas, but they keep improving it so hopefully that will happen soon.

It's still the best damn law practice software out there, and I've searched high and low!

Pros

- Easy to use and learn
- Easy to show others to use
- Really easy billing features
- Great organization
- The Notes feature is fantastic and replaces any need for docketing and memos to file
- The "add time" feature makes it easy to keep track of billings and what's to go on the next invoice
- The linking of contacts to files is a time saver
- The Calendar is easy to use and does what you need it to
- The accounting that exists is great for keeping track of the movement of money directly connected with a file. It has helped keep my trust accounting immaculate. IT also helps me keep track of expenses associated with each file.

Cons

Clio is fantastic and the best solution I've been able to find, and I've done a lot of searching both before and after buying Clio. That said, Clio seems half finished in some areas and I'm hoping more work will come.

- The accounting is adequate, but should go a lot further than it does. I would love an integrated cheque writing program, for example.

- I don't know why you can't have more than one client per file. It's a small thing, but it bugs me. I put additional clients in the "contact" list associated with the file, and just pick one as a primary client to list. It doesn't matter, but again, it's a weird oversight.

- The firm metrics is a great idea, but it seems half finished. I don't know why, but it doesn't save stuff year to year and just dumps the information. There's also a dramatic lack of ability to customize things. This is frequent in some of Clio's features, such as how to list matters or client names. It's not a deal breaker, but it's a weird thing to not make more usable.

Overall, Clio is a fantastic program and I don't know how I'd run my practice without it. It's a lot better than everything else I've tried. I just wish the damn thing integrated with more programs and capabilities, and that they just expanded on it. I think the reason why it's frustrating is because it's so close to being sort of perfect, and they just don't go far enough. Hopefully they'll keep adding to it and raise it to that level!

It's definitely worth the buy.

Source: Capterra
 

Jason from Ball Eggleston
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Good capability for solo and very small, growing to fit slightly larger firms

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Flexibility in work location, good cloud storage capability in a way that organizes / sorts nicely with matters and clients. Billing is relatively easy.

Pros

Cloud accessibility, excellent time tracking functionality and let's me track several different ways and in many different places. Makes it much easier to track what I've done throughout the day and add time to it. The app, while it struggles sometimes, has been very useful and will continue to be useful. I can log time from the day with a three year old in my lap at home.

Cons

The accounting aspect of it / integration is sometimes wonky. It would be very helpful to have drag-and-drop storage organization, i.e. a simpler UI for organizing files in matters that are already in Clio.

Does not fit very well for creditor's rights practice.

Bill customization is nice, though not a particularly easy UI to get used to.

Would really like a native Office 365 email integration that doesn't involve third party software that is of questionable reliability / usefulness - something akin to the gmail integration would be awesome.

Source: Capterra
 

Carter from Best Lawyer For The Job - a Nagel Law Service
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Best app I have found and used in this law office management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Simplicity in use

Pros

Cloud based and simplistic in use. It integrates fairly well with other apps. Customer service is excellent.

Cons

Email integration is tedious and the synchronization with google contacts could be better. Also, contact mass import can be tricky.

Source: Capterra
 

Ericka from McFee Law Offices, P.C.
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

My experience with Clio has been pretty positive overall so far.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Place to store client info, communicate securely, do billing/process payment, automate certain documents.

Pros

Having a cloud based system is not only convenient but efficient. I can use Macs or PCs, and I can use a tablet or phone app while I'm on the go (which is most of the time). I also like having a client portal through which my clients and I can securely communicate/share documents.

Cons

I've experienced a couple of minor glitches so far. I kept seeing an inbox alert for Clio Connect, even when I read all of my messages. Also, when my clients uploaded documents, I couldn't view them through their matter, which was confusing. Instead, I had to go to the main menu ribbon, look under docs, find the client's folder, and finally managed to locate the "missing" documents (also would be helpful to get a notification of documents being sent there when clients upload them).

Source: Capterra
 

Ruth from Goldner Deeg PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Clio has been a huge time saver in my law office.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Clio is very user-friendly with a broad range of features. I originally purchased Clio to assist me with capturing time and generating bills - it is worth it for this feature alone. I appreciate that it keeps all of my case information in one place.

Cons

There are a few options I wish I had (like the ability to enter time as "no charge" before I do the final bill; this would save me time and make the dashboard infinitely more useful to me).

Source: Capterra
 

Matthew from The Maddox Law Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Clio helps me stay organized, efficient, and paid

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Better organization, document automation, easy billing and faster payments

Pros

Clio's integration with LawPay is fantastic and an absolute game-changer for a small practice. The fact that a Clio subscription covers the LawPay monthly service fees make it a no-brainer for any attorney thinking about taking online credit card payments. Clio makes time-keeping, billing, and receiving payment so seamless that the payment features alone are worth the price. What used to be a weekend spent reviewing bills and sending individual emails is now a half hour of a few clicks.

Cons

There are a few usability issues that you have to learn to live with. Certain tasks, like creating a document from a template, require you to manually refresh the page with your browser. Once in a great while, you'll notice some performance issues as the Clio team is wrestling with some server issue. While the web interface makes installation and maintenance non-issues, there are also usability limitations that a browser-based application has compared to a rich client experience.

Source: Capterra