Clio Software

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110

Recommendations

FrontRunners 2022

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About Clio

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...

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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Comprehensive case management, advanced document management, & faster billing.

Clio User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 1,185 reviews

Frank

Company size: 2 - 10 employees

Time used: More 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.

March 2021

Found the Software I’ve always wanted

User Profile

Stephen

Verified reviewer

Company size: 2-10 employees

Industry: Legal Services

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2019

Fantastic Practice Management Solution

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

Company size: 11-50 employees

Industry: Law Practice

Time used: More than 2 years

Review Source: GetApp

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
1

Customer support

out of 5
2

Functionality

out of 5

February 2022

Confused on rating

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.

Anonymous

Company size: 2-10 employees

Time used: More 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.
5

Ease-of-use

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

December 2021

Best overall practice management product for legal professionals

I love and hate Clio at the same time. The product is excellent, but there are a few areas that are in dire need of improvement. These include Clio Grow, payment plans (you have to set these up manually), and the inability to use the API to document payments and other bank transactions.

Pros

Clio is one of a few legal practice management software options that incldes an API to integrate with other products. This expands the functionality of Clio greatly, as you can connect your Clio data to outside sources, and vice versa.

Cons

Clio Grow has been a disappointment since its release. There have been promises of improving the product and integration with Clio Manage (these should never have been two separate services), but nothing seems to have happened on that front. Clio Grow is like a toddler. It can do a few things, but it's not ready for the real world.

Jessica

Company size: 2-10 employees

Industry: Law Practice

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

March 2022

We love Clio!

Pros

"We capture more billable time using CLIO and it has made management of trust funds super easy. It is also easy for all users to create new matters and input new clients. All users individually bill their own time so we are even more efficient as a firm. WE LOVE CLIO!"

Cons

It would be great if you could print reports from a client's dashboard for that client.

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