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

155 Reviews of Clio

 

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Software Advice Reviews (22)
More Reviews (133)

Showing 1-20 of 22

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.

 
 

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

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

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.