Clio

Clio

4.69

(1254)

What isClio?

Price Starts from

$39.00 per month

Clio is best for:

Accounting
Best For All Business Sizes
Supports Multiple Platforms

The top things reviewers say:

Great value for money
Great ease of use
Great functionality

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments. The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a c...

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Comprehensive case management, advanced document management, & faster billing.
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How much doesClio cost?

Price starts from $39.00 per month

Clio pricing per user starts from: $39/month

Free trial: available

Free version: unavailable

What training doesClio offer?

Clio offers the following training options:
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

What features doesClio offer?

Top Clio features and user ratings for each are:

Customizable Fields

3.3

(3)
Full Text Search

3.0

(4)
Billing & Invoicing

4.4

(65)
Legal Case Management

4.4

(46)
Invoice Creation

4.6

(35)
Time Tracking

4.4

(53)
Client Management

4.5

(42)
Online Invoicing

4.5

(43)
Document Management

4.1

(61)
Workflow Management

4.2

(35)
Trust Accounting

4.4

(24)
Case Notes

4.4

(32)
Task Management

3.9

(57)
Email Management

3.5

(39)

What support doesClio offer?

Clio offers the following support options:
  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live Rep)
  • Chat
Clio does not offer:
  • FAQs/Forum

What deployment options doesClio offer?

Clio offers the following deployment options:

Cloud, SaaS, Web-Based
Windows (Desktop)
iPhone (Mobile)
Mac (Desktop)
Android (Mobile)
iPad (Mobile)

Clio does not offer:

Chromebook (Desktop)
Linux (Desktop)
Windows (On-Premise)
Linux (On-Premise)

Clio Reviews

Overall Rating

4.69

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Clio

1 - 5 of 1,245 Reviews

phillip

11 - 50 employees

Less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Reviewed September 2021

Clio is the Future

OVERALL RATING

5
User Profile

Mazyar

Verified reviewer

2-10 employees

Law Practice

More than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

Reviewed August 2022

Clio Practice Management is the Best

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

PROS

Clio offers features necessary for practice management and operation right out of the box; then goes a step further by offering an integration ecosystem that makes it an indispensable part of a successful practice.

CONS

While Clio offers the minimum viable environment for online practice, the rapid growth of the company has left gaps and subtle shortcomings that veteran users will notice, while new users will be dazzled by the way it changes their practice.

User Profile

J.P.

Verified reviewer

2-10 employees

Law Practice

More than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

Reviewed November 2019

Clio is the best option for a solo or small firm law practice

OVERALL RATING

5.0

EASE OF USE

4.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

4.0

FUNCTIONALITY

4.0

After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.

PROS

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

CONS

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Reason for choosing Clio

Largest user base and least likely to get assimilated or go out of business, forcing another vendor change.

Reasons for switching to Clio

At the time I decided to look at alternatives, in 2017, the product was getting worse, not better.

User Profile

Stephen

Verified reviewer

2-10 employees

Legal Services

More than 2 years

Review Source: Capterra

Reviewed July 2019

Fantastic Practice Management Solution

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

PROS

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

CONS

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Reasons for switching to Clio

Houdini was no longer meeting the needs of my practice, I was growing and found the interface to be difficult for anyone to use but me. Clio checked all the boxes and seemed to be well supported. Turns out the choice was the right one.

David

Verified reviewer

11-50 employees

Law Practice

More than 2 years

Review Source: GetApp
This review was submitted organically. No incentive was offered

Reviewed February 2022

Confused on rating

OVERALL RATING

3.0

EASE OF USE

4.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

1.0

FUNCTIONALITY

2.0

Contacting customer support on the items I would like to be added, all I receive is a canned message, where they apparently agree on how it would benefit their program, but they are simply customer support. Wait, they will bring this to their developers, or I will speak to my manager and will follow up. Been 4 years, since I have asked these basic requests to no avail.

PROS

It is nice that support is available 24/5, the ease of the use of the program.

CONS

Ability to have more control of the ABA Litigation Code Set, whether to add or remove specific codes. The ability to change multiple billing entries for Text Codes all in one time, opposed to doing it multiple times.