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

169 Reviews of Clio

 

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Software Advice Reviews (24)
More Reviews (145)

Showing 1-20 of 24

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.

 
 

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

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

Customer 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

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

 
 
 
Showing 1-20 of 145

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
 

Matt from McGregor Law Corp.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Clio works well because it connects my existing services and apps together.

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 allows me to focus on the legal work while it does the heavy lifting with the administration and business side of the law firm.

Pros

I like the integrations that allow for me to make Clio work in my existing mosaic of applications and services.

Cons

I'd like more customization options in the user interface. It has a lot of good integrations but I'd always like to see more.

Source: Capterra
 

Ashley from Syer Law

May 2017

May 2017

Clio has helped me streamline the billing and timekeeping in my practice, and saves me hours of time

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 like the ease of the timekeeping, the flexibility of the files, and the one-click billing. The billing alone saves me endless time!

Cons

I don't like the billing practices (they don't charge in local currency, unless you're in the US), and I do not like that interest charges result in a new invoice number - it makes my accountant crazy.

Source: Capterra
 

Peter from J R Phillips & Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Changed over last year and for the most part we have adapted to the work flows and structure.

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

Remote access to software. I love being able to pull up clients, calendars and information when we are away from the main office. As long as we have Internet access we have Clio.

Cons

Lack of connection between calendar and client data. It would be very helpful to be able to pull up a client from the calendar.

Source: Capterra
 

Morgan from Neff & Boyer, PC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Clio will help bring our firm to the next level

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

Cloud-based practice management.

Pros

I like that the software is completely cloud-based and is constantly looking for ways to improve. I like the many integrations and hope they continue to add more!

Cons

Our office hates the upload and download functionality. At some point, we are expecting it to cause a huge problem. We continue to use it because we like Clio's ability to search and filter documents, otherwise we would store everything on Dropbox. If there was a better, more automatic way to get documents to and from Clio, it would be a game-changer. Also, please develop more native integrations with Microsoft Office and Outlook.

Source: Capterra
 

Matthew from Silva Kiernan and Associates
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

It does everything I need

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 don't know that I could operate a firm without it.

Pros

Client management and the notes section. Everyone puts a note anytime the interact with a client or a client file.

Cons

Not being able to see the client's payment history without downloading the invoice. I hate having to always download the invoice to see when a client paid and how much they paid.

Source: Capterra
 

Tina from Tuohy Minor Kruse
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Excellent customer service, easy access, top shelf product

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 best feature is that it is accessible from anywhere. I like that it is easy to just dive in and use. If I don't know how to do something, I can ask the question or find a webinar on the topic.

Cons

My least favorite are the invoices. I like that I can select what I want to show, but there is not an option for payments from the month to show on the new invoice. Payments will only show on the invoice that the payment was applied to. As a firm, we do not go back and print old invoices so this feature is useless. Our clients want their payments to show they were made even for an older invoice on their new invoice.

Source: Capterra
 

Karl from CHEN Law, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Worklife Balance with Mobility

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 signed up for CLIO back in 2011. I had recently left an in-house counsel job where I had over 17 years of transactional experience and entering into private practice. I had no clue of practice management software, but needed the best value and an intuitively easy system to grasp, as I had to also balance learning about the "practice" of law. CLIO was so easy to use and build upon. Additionally, through the years, CLIO partnered with many other providers that CLIO serves as the foundation for my practice and the integration of other services makes CLIO undeniably an innovator. I can literally practice with true Mobility and my clients have been able to easily rely on accessing CLIO for document review, payments into trusts or operating accounts. Tracking time, research and phone calls have also become seamless. I count on CLIO as the total practice management tool. Trust accounting ledgers are easy to create by just a few clicks of the mouse. CLIO truly gives lawyers and legal staff freedom to perform client related services from their tablet and smartphone. It has enhanced my staff's performance and permitted me to implement tele work benefits as a result. I am more than happy to talk to anyone who has an interest in implementing a reliable, functional tool such as CLIO to regain or maintain control of their practice.

Pros

Ease of use, accessibility, reliability and functionality.

Cons

Accounting

Source: Capterra
 

David from Doehring & Doehring
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Effective scheduling and billing 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 has been a great add on for our firm for the last several years. We are relying on it more and more each month. I usually have Clio pulled up in 3 distinct windows at a time to facilitate instant navigation. As it updates upon refresh, and instantly within its window, it has been a great way to multitask across client issues such as scheduling, time entries and specific tasks. We primarily use Clio as a task manager and billing, but there are many other functions that we have not utilized, but are looking forward to. We will be sticking with Clio.

Pros

Scheduling and Billing

Cons

Price per user

Source: Capterra
 

Alex from AndersonDodson, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Just getting started, but finding money already!

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

Our firm just started using the software, but already my days have shortened from all the integrations. I've also found a ton of time that I didn't know I wasn't billing! The platform is not the most intuitive to use at this point, but the customer service is SUPER responsive, has workarounds, and is great at submitting (and delivering on) feature requests. Looking forward to what this program will become.

Source: Capterra
 

Owen from The Law Offices of Owen Hathaway
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Fantastic value, modern software, steadily improving features

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've been using Clio since 2011 to help me run my solo practice. I use it primarily for calendaring , time tracking, and billing. Those features are fantastic. Almost all of my billable time is calendared, and Clio lets me add time right to those events and assign it to a matter right from the calendar. I cut my administrative time to bill clients by 40% the first time I used Clio, and it's now down roughly 90%.

I love that Clio lets me use third-party software with it rather than forcing users to rely on less convenient built-in solutions. For instance, Clio creates a folder for each client and matter for me in Box.com where I can work on my clients' documents using the rich feature set of Box. Clio Documents is okay for sharing with Clients, but there's no way they could replicate Box.

There are two things I really wish Clio would improve. First is the ability to natively support joint representation. I do some consumer bankruptcy work, and many of my cases are joint petitions. The Clio solution is to add one of the joint parties as a 'related party'. Strictly speaking, this is not a related party, but my actual client. I can note the relationship type, so it works okay for conflict checks, but I'd rather the software reflect the real legal relationship.

The other has to do with transaction tracking and integration with bookkeeping software. Maybe I just need to learn how to do this better, but I end up doing double work in Clio and Quickbooks for expenses and trust accounting. Bills and payments integrate, but the details, which are important for accounting disclosures, are manual in Clio.

All in all, Clio continues to be the best option for me. I'm very mobile, so a SaaS/Cloud solution is absolutely required. The features were very basic when I started using it, but the folks at Clio are constantly releasing new functionality, improving existing functionality, and integrating new useful apps. Oh yeah, I'm a bit of a tech geek, so having access to an open API is extremely tempting to me. I've done one integration with Zapier, and I have some ideas for other things I might do directly with the API.

Highly recommended.

Pros

SaaS platform, integrations with useful software like Box.com and NextChapter (bankruptcy service), comprehensive workflow features

Cons

Detailed expense accounting is cumbersome, joint representation is not natively supported

Advice to Others

Spend the time to think about your workflows and how you can best leverage the software to make your life easier. Clio has a lot of training resources on line that can get fairly in depth on ways to make things better.

Source: Capterra
 

Stephanie from Paul T. Graham, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

CLIO is a great 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

What I like most about CLIO is that it is constantly evolving and getting better. Every time I have run into an issue, whether it's something that I just don't know how to do, or an issue that I think needs fixing or something that I think needs to be added to make the program be even better, the CLIO support team has always been right there, ready & willing to help. They are the friendliest team ever and are super quick to respond to issues and they even let me know that sometimes my ideas are shared by other customers and have been added to the list of things to be discussed by the team to hopefully be added to CLIO in the near future. At first CLIO seemed overwhelming, but after 3.5 years, me and my boss are still coming across features that are new to us all the time. I tell everyone about CLIO, especially other local attorneys.

Pros

The Support Team is the best. I love that I can use it for keeping track of clients, matters, notes, and billing all in one place. I also like all of the reports that I can run off for our CPA.

Cons

The "back" button on some of the tabs, especially under Bills doesn't take you back only one screen. I also wish that CLIO had a true accounting feature.

Advice to Others

practice making contacts, bills, matters, etc. and don't be afraid to call for support.

Source: Capterra
 

JoAnna from Deering & Deering, P.C.
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Clio Brings Me Peace Of Mind

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

When one is a solo practitioner, there never seems to be enough time in the day to both practice law and manage the day-to-day operations of the business. In addition to the role of lawyer, I also wear the hats of accountant, human resources manager, marketing professional, IT manager, and the go-to person in charge of handling all problems. Clio makes my job(s) much easier by ensuring that I've got practice management covered. Initially moving to the cloud with Clio was much easier than expected, and any questions I had were quickly and efficiently answered by Clio's excellent customer support department. I love learning on my own time, at my own pace, and Clio has a plethora of on-demand training webinars for beginning users which enabled me to quickly get up to speed. The data entry process for both financial transactions and time/cost entries is simple and quick, and there is a wide range of reporting options available to the user. I love having the ability to add extra functionality by integrating with other service applications made available by Clio partners ¿ think Dropbox and Fastcase. Further, Clio's mobile app fits in perfectly with my busy lifestyle! If you are deciding on a practice management solution for your law firm, make sure to give Clio a trial run so you can experience its many advantages for yourself.

Pros

Ease of use - even non-tech savvy individuals pick it up quickly.

Cons

I wish it had full accounting capabilities.

Source: Capterra
 

Mariana from DMC

April 2017

April 2017

Clio is a life saver!

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

Our office uses clio and when integrated with another software that we use makes our lives 100 times easier! From intake to time management, I don't what we'd do without them!

Source: Capterra
 

Anne from Thienel & Lusk, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Everything you need when you need it

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 have been using Clio since December 2015 and have found it does everything our small firm needs. Customer support is top notch and it is a great product.

Source: Capterra