I have to say the Cleo support and help section is spectacular and one of the best I've ever come across. They have a clear academy which offers training on specific things you can do in the software.

Clio Manage and Grow have been excellent additions to our practice. We especially love the integrations with other programs that we use.

Lastly, the support staff with Clio is always friendly, proactive, and responsive. If we are ever experiencing a problem with Clio, their support team helps immediately to resolve the issue.

Very good value for money and functionality is great.

Document automation is TERRIBLE and invoicing just means linking to Quickbooks.

Billing is cumbersome and inefficient, lacking in options to suspend printing for those clients who are in collections.

I have reached out to the support team many times for help to figure out how to do something, they have always been helpful and kind.

All are easy to use and save us a lot of time. The mobil app is a great supplement for someone who is in court a lot.

My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.

It has very robust features and integrations. I love that the document repository is built-in and built into the price.

Thank goodness I didnt cancel my MyCAse subscription and promptly went back.

Clio support confirmed that there is no way to stop this function. The search functions are terrible.

I have recommended this software to several friends and have help to train some of them on the basics while they were feeling it out.

Clio is worth every penny and like having a team of staff when I was just starting out.

I love its workflow and integrations with other platforms. The integrations are virtually seamless.

Clio takes case management to a whole new level. Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease.

There is an enormous amount of ability to customize clients billing and matters. I've never found a software like this one before nor one that allows you so much freedom to make it your own.

I love the ease of use and price. It's very affordable and easy to learn.

Love the ease of use, ability to share invoices with clients through email and the customer support.

Clio has been fast and efficient to use. All of our documents are uploaded with ease, and many of its features are useful.

We have been very pleased with Clio's responsiveness when we need help. They are also interested in our suggestions for changes/new options.

He dedicated the time and attention to hear our needs and we are grateful for his help.

I've had a great experience. The customer support is quick and helpful when needed.

I liked how the IT team literally walked me through the entire set-up/integration. To be 100% honest, they recovered & transferred my crashed billing entries from Timeslips into their system.

Clio is great software that makes entering expenses and time entries very easy. The software is intuitive and functional.

You will never be able to speak with a supervisor. I was extremely displeased with the service and tried cancelling the service a few days after, and they refused to give me a refund.

Almost everything I need to run my law firm can be done directly from Clio. It's incredibly useful and the price is surprisingly affordable.

Super super useful and absolutely necessary to my legal practice. I have two accounts, one for my solo practice and one for a firm I work with.

It is infuriating at times. I realize this sounds stupid, but over time, they add up.

I love how easy it is to correct or edit. I love love love that I can work literally from any location.

The reports are helpful, the integrations are plentiful and the customer support is amazing.

Clio is super easy to use and you can look at all your outstanding bills along with clients who have not paid those bills in one easy place.

Unfortunately a system update eliminated the email plugin and created a new and updated one, which came with flaws that have not been corrected.

It has a clean interface and good organization for cases that require heavy organization, i.e. multiple subfolders that live in the client case folder.

The program is pretty user friendly and the ability to customize it is pretty impressive.

The only negative thing I found with this software is how many different times I have to put in peoples information in different areas. It should just transfer over.

So far FreeAgent is amazing and more than we thought it would be.

We utilize all functions of free agent but the best part of this CRM is the ability to completely customize our portal to our specific needs without having to keep a lot of unused features.

All this at a reasonable price perfect and easy to recommend.

The service itself reflects the wonderful people who created it and work for the company. It is easy to use and super customizable.

Integrates well with Office 365. Looks great and is neat and tidy.

I used to complain about the email font - but they just fixed that and there are a lot of new options to make your email look professional.

I like ease of use and the responsiveness of customer service. This is a great product for small to medium size companies.

On multiple occasions they've turned around and pushed into production our product feature requests in a matter of days or weeks. Zapier & Mailchimp integrations are a huge plus too.

Great product, EXCELLENT customer service. You won't find anything comparable to this for the price.

I like the fact that you can do so many integrations like Mail chimp and Zapier.

Lack of reporting is something that is being addressed. Email integration is inconsistent if you're using an Exchange server.

Having to learn new technology. I am not well versed in using computer software and integrations.

Coming from Excel, this is obviously superior. I like most the ability to track what each of our sales reps are doing, the email analytics and dashboards.

Easy to use and functional. I like the most is that I can know when my client open a Mail.

It is easy to customize to my business needs and the customer support is excellent.

Workflows are a big help and the customer support (both chat and email) is amazing. We were able to use the product almost immediatley.

If Salesforce customers would be aware of FreeAgent CRM, Salesforce would have no clients any longer.

Overall Myself, and my agency have been very happy with the FreeAgent Product and onboarding team.

It's reliable for the most part. Any issues or questions I've had have been sorted out by the Support Team and Account Manager very quickly.

The setup, integration and training were straightforward and relatively easy.

I love the different views available, the customizable apps, report features, and the new RingCentral integration will be so helpful.

Simplicity of making changes and customizing the information stored under accounts, opportunities, and contacts.

Setup has been very collaborative and accommodating to our schedule as a growing business. Free Agent is easy to use and has saved us a ton of time on a daily basis.

Eddie Lampert likely doubted that established, 100+ year old Sears would fall 99.

We liked how it worked as a process flow management tool. We looked at other tools, such as salesforce, and they were not easy to conceptually fit into our process.

You have get in there and use it a few times, you have make edits and changes to the terms, drop down options.

US Dollar

Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra. 

Lawyers can access and manage their work in one central system - with matters, contacts, documents, billing, payments, and everything you need in one place. Schedule a live demo to learn more.


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 client’s trust or an operating account. 

The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more.

The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.


LongDescription

File Management

Deadline Management

Document Templates

Case Management

Tax Management

Electronic Payments

Invoice History

Status Tracking

Billable Items Tracking

Time Tracking

Staff Calendar

Trust Accounting

Asset Accounting

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Timer

Sales Pipeline Management

Contract/License Management

Task Scheduling

SSL Security

Electronic Signature

Credit Card Processing

Invoice Management

Docket Management

Communication Management

Document Capture

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Full Text Search

Conflict Management

Accrual Accounting

Data Import/Export

Automatic Billing

Accounting

For Legal Professionals

Document Classification

Multi-Location

QuickBooks Integration

Contact Management

Audit Trail

Version Control

Project Time Tracking

Lead Management

Multi-Currency

Online Invoicing

Compliance Management

Real-Time Data

Two-Factor Authentication

Client Portal

Forms Management

Workflow Management

Email Management

File Sharing

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Reminders

Invoice Creation

Time & Expense Tracking

Customer Statements

Customizable Templates

Calendar Sync

Billing & Invoicing

Document Review

Receipt Management

Accounting Integration

Document Automation

Interaction Tracking

Expense Tracking

Automatic Backup

Reporting/Analytics

Case Notes

Contact Database

Billing Rate Management

Customizable Forms

Cross Ledger Posting

Summary Reports

Check Writing

Client Management

Secure Data Storage

Task Progress Tracking

Archiving & Retention

Third-Party Integrations

Microsoft Outlook Integration

Task Management

Legal Case Management

Document Management

Court Rules-Based Scheduling

Document Generation

Search/Filter

For Family Law

Bankruptcy Case Management

Mac OS

Web browser (OS agnostic)

Windows 8

Clio pricing per user starts from:
$39/month

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Clio

In Person

Live Online

Webinars

Documentation

Videos

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. 

Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. 
Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.

A/B Testing

Content Delivery

Lead Notifications

Forecasting

Personalization

Meeting Management

Internal Chat Integration

Lead Capture

Performance Management

Proposal Generation

Customer Segmentation

Drip Campaigns

Customer Service Analytics

Referral Tracking

Calendar/Reminder System

Relationship Tracking

Starter: Starting at $35 per user / per month
Professional: Starting at $75 per user / per month
Business: Starting at $100 per user / per month

Contact FreeAgent CRM for other pricing information.

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