Clio
About Clio
Clio Pricing
Clio pricing per user starts from: $39/month
Starting price:
$39.00 per month
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for Clio
1 - 5 of 1,591 Reviews
Sarah
1 employee
Used more than 2 years
OVERALL RATING:
5
Reviewed February 2023
It has come a long way to be a leader
Stephen
Verified reviewer
Legal Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2019
Fantastic Practice Management Solution
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.
CONSReally 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.
Amanda
Law Practice, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
Clio Review from AWL
The platforms, both Manage and Grow, are user friendly and I have had a great experience with the software. I like that there aren't rollout after rollout of changes. I enjoy updates and accept them but I like that it's not a weekly occurrence (like Quickbooks). I have recommended Clio to others and will continue to use Clio.
PROSOverall Clio is very user friendly. My clients who have commented on the use of Clio have had positive feedback as well. I like that there are training videos and customer service has been great the few times I've called. The integration with my Google Workspace and now having their own credit card processing fees is great too! This year I'm utilizing the Dashboard more, both on Manage and Grow and I do like how it works. It helps me stay productive.
CONSFor sections I haven't used as much, I have difficulty finding my way back to them after stumbling upon them. I would like to be able to attach receipts for reimbursable expenses to client's invoices. I would like to be able to mark client matters and/or client invoices as mail only so I know when to print the invoices and mail them to clients.
Reason for choosing Clio
I had Quickbooks at my previous firm and I hated their program. My boss was always on the phone with them because something wasn't working correctly. Every time I went to log time the format had changed. It is expensive. Clio was recommended by both bar associations that I am a member of and the free trial went very well for me.
Diane
Law Practice, 1 employee
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
1
VALUE FOR MONEY
3
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed February 2017
There has to be something better; going downhill for solos
I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small practice firms. It has increasingly become more cumbersome and takes longer to calendar and bill than I would like. The interest feature on the billing can only calculate simple interest. Once you enter the interest formula, there is no way to disconnect it so you are left to manually delete all of the entries. They have changed the billing process from a process that once took about an hour to taking about 3 hours. A bill is generated and placed under the Draft tab, you can view it, edit it, submit it for approval (a waste of time for a solo), or approve it - so I view it, see it needs to be edited, and click on edit, the bill comes up for editing, then once you've completed it, you hit Approve - and nothing happens which is new - you either can hit the go to bills Awaiting Payment link, or click on the Awaiting payment screen -- from there, you are forced to sort through all of your accounts receivable to find your newly edited bill. Once you find the bill, then you can Receive Payment from the trust account - but be careful since if your client has $500 in trust and the bill is $1000, the trust payment will pop up $1000, which you know is inaccurate, so you have to do another edit. Then the bill drops out of view and you either have to return to Awaiting Payment or Paid tabs - search through all of the other bills, find your bill, then you can download it - print it, or save it, and then email it. If you want to enter a new appointment, you can do so on the calendar, but if you want to create a method to track the new client, you have to go to another tab to set up a matter, you can only input the client's name, not the address, not the phone number, not any other stuff that should appear at this point, in my opinion. Then you add in your number. Then you have to track down the name you just entered and try and add in addresses, phone numbers, email addresses. The process is incredibly time consuming. Pros: Cost Cons: Overly rigid, designed for those who have a data processor employee, time consuming, not customer service oriented - was marketed for solos/small practices and this is not the case any longer.
PROSWeb based program and cost.
CONSRigid, time consuming process. So many things don't work and the process of finding a work around is cumbersome.
Cassandra
Legal Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
Great Product!
I have used CLIO at two other firms and brought it on to Story Law. Was the best decision we ever made. Saves us administrative time which in turn promotes productivity and profit.
PROSWe love that we have all data, participants, documents, contacts, email/communication journaling, calendaring all in one place. The mobile app is great for on the go use and tracking time when you are away from the office. The client portal is a great tool for tracking what the client has provided and what is still needed. The time Clio saves us in administrative work has been invaluable.
CONSMapping with Quick Books does not match up the best. Some of the integrations are still work in progress. No integration with MyPleadings.
Reason for choosing Clio
Ease of use. All-in-one solution. Timeslips is a completely separate systems resulting in double-entries and lost time. Clio is easy to navigate and understand.
Reasons for switching to Clio
Cost effective and all our case management, billing and firm administration can be done in one program.