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Clio

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Updated October 30, 2025 at 7:12 AM

Clio 2026: Benefits, Features & Pricing

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Written by Eduardo Garcia

Content Analyst

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Edited by Mehar Luthra

Team Lead, Content

Wondering if Clio is right for your practice?

Our Law Practice Management Software selection experts can help you in 15 minutes or less.

On this page
  • Our Summary
  • Pricing and Plans
  • Features
  • Integrations
  • Key Sentiments
  • User Reviews
  • Frequently Asked Questions

Our Summary

Clio
Clio
4.6
(1687)
FrontRunner 2026

Pros:

  • Legal practice management
  • Efficiency improvements

Cons:

  • Reporting limitations
  • High pricing

Pricing

Starting at $59.00 per month

What is Clio:

Clio is a cloud-based legal practice management platform that centralizes law firm operations. The software combines case management, billing, document automation, and client tools, allowing legal professionals to track billable hours, manage documents, and collaborate through secure access.

Why we like Clio:

Clio ranks as the best software for small firms in our best legal case management solutions list for 2025. It has highly rated billing and time tracking capabilities, plus comprehensive case management tools. The intuitive dashboard and secure client portal help firms maintain efficient workflows.

Who should use Clio:

Clio is used by small law firms and solo practitioners, evident in the fact that 80% of Software Advice reviewers who rated Clio have one to 10 employees. The platform scales from solo practitioners to growing firms, making it an option for practices seeking an all-in-one solution for client intake, case management, and billing.

Clio Screenshots

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Clio Overview

Clio provides a cloud-based solution designed to streamline various aspects of law firm operations. Its platform supports essential functions such as billing, communication, document management, client intake, and more, aiming to centralize and optimize processes for legal professionals. By integrating tools into one system, Clio acts as a hub where users can manage matters, contacts, documents, finances, and other critical elements of their work.

The software suite caters to diverse needs within legal practice, offering features like law practice management, client intake...

, customer relationship management (CRM), document automation, legal accounting, and access to a wide array of third-party apps. With over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications. Financial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements. The Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked. Security plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.

Clio Pricing and Plans

Starting price: $59.00 per month
Free Trial
Free Version

EasyStart

$59.00

per user, per month

Plan includes:

  • Online payment options
  • Time tracking and hourly billing
  • Calendar Management
  • Task Management
  • Email and e-signature integrations
  • Document Management
  • Case Management
  • Mobile App

Essentials

$99.00

per user, per month

Plan includes:

  • Collaboration tools
  • Automated scheduling and reminders
  • 250+ integrations
  • Collaboration
  • Text Messages
  • Custom Fields
  • Text To Pay
  • Expense Tracking

Advanced (Popular)

$139.00

per user, per month

Plan includes:

  • Case progress tracking
  • Full document search
  • Unlimited e-signatures
  • Live onboarding and priority support
  • Split Billing
  • Automated Workflows
  • Advanced Task Management
  • Live Onboarding Training

Complete

$169.00

per user, per month

Plan includes:

  • Appointment booking automation
  • Data collection with online intake forms
  • Google Ads
  • Productivity Reports
  • Task Progress
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Our Analysis of Clio's Pricing Plans

Clio offers a range of pricing plans designed to suit the needs of different law firms. We've delved into the details of each plan to help you determine which one aligns best with your practice's requirements. By understanding the advantages and limitations of each option, you can make a well-informed decision that supports your firm's growth and success. Clio provides four distinct pricing tiers: EasyStart, Essentials, Advanced, and Complet...

e. Each tier is tailored to accommodate varying practice sizes, budgets, and feature preferences, ensuring that you can find a plan that fits seamlessly into your workflow. __EasyStart Plan__ Clio's EasyStart Plan is perfect for solo practitioners or small firms just starting out. At $39 USD per user per month, it provides essential practice management tools without breaking the bank. Key features include time and expense tracking, various billing options, online payments, unlimited document storage, e-signature capabilities, and seamless integrations with Gmail and Outlook. __Pros:__ Budget-friendly: The affordable monthly fee makes it accessible for firms with limited resources. Comprehensive basics: Covers fundamental practice management needs for smooth operations. Ample storage: Unlimited document storage ensures you won't run out of space for important files. __Cons:__ - __Limited advanced features:__ May not suffice for firms requiring more sophisticated functionalities. - __Basic integrations:__ Integrations are limited to Gmail and Outlook, which might not suit everyone. - __No live onboarding:__ Lacks personalized training, which could lead to a steeper learning curve. __Essentials Plan__ The Essentials Plan, at $79 USD per user per month, is designed for growing firms that need to streamline client communication and document management. It includes all EasyStart features plus a secure client portal, text messaging, document templates, court calendar rules, virtual desktop drive, and access to over 250 apps and integrations. __Pros:__ - __Enhanced client engagement:__ Secure portal and text messaging facilitate efficient communication. - __Streamlined document creation:__ Templates and virtual desktop drive simplify document management. - __Extensive integrations:__ Wide range of apps and integrations enables customization and flexibility. __Cons:__ - __Higher cost:__ The monthly fee might strain the budget for cost-conscious firms. - __Learning curve:__ Utilizing all features effectively may require significant time investment. - __Potential app overload:__ The sheer number of integrations could be overwhelming for some users. __Advanced Plan__ Priced at $109 USD per user per month, the Advanced Plan caters to established firms seeking robust practice management capabilities. It builds upon the Essentials Plan with matter stages and advanced tasks, full-text document search, unlimited e-signatures, financial and productivity reports, live onboarding training, and priority support. __Pros:__ - __Comprehensive matter management:__ Advanced features enable efficient case handling and organization. - __Powerful search functionality:__ Full-text document search saves time and improves productivity. - __Insightful reporting:__ Financial and productivity reports provide valuable data for informed decision-making. __Cons:__ - __Steep price point:__ The higher monthly cost may not be justifiable for firms with tighter budgets. - __Feature complexity:__ Advanced features may have a steeper learning curve for some users. - __Potential underutilization:__ Firms with simpler needs might not fully leverage all the sophisticated tools. __Complete Plan__ The Complete Plan, at $139 USD per user per month, is tailored for thriving firms looking to automate and optimize their client intake and lead generation processes. It includes all Advanced features plus online client intake forms, online appointment booking, automated client emails, automated intake workflows, website builder, and lead and revenue reporting. __Pros:__ - __Streamlined client intake:__ Automated forms, emails, and workflows simplify the onboarding process. - __Enhanced online presence:__ Website builder and online booking tools help attract and engage clients. - __Valuable insights:__ Lead and revenue reporting provides data-driven insights for growth strategies. __Cons:__ - __Premium pricing:__ The highest monthly fee among Clio's plans, which may not fit all budgets. - __Steep learning curve:__ Maximizing the value of advanced features requires time and effort to master. - __Potential overkill:__ Some firms may not need such extensive automation and reporting capabilities. __Conclusion__ After analyzing Clio's pricing structure, it's evident that the company provides a range of options designed to cater to law firms of various sizes and needs. For solo practitioners and small firms: The EasyStart Plan, at $39 per user per month, offers a cost-effective entry point. It includes essential features like time tracking, billing, and document storage. However, as a practice grows, the limitations of this plan may become apparent. The Essentials Plan, at $79 per user per month, provides a more robust feature set, including client communication tools and access to integrations, making it a better choice for firms looking to streamline their workflows. For mid-sized and larger firms: The Advanced Plan, at $109 per user per month, offers a comprehensive suite of features. Advanced task management, full-text search, and detailed reporting capabilities make this plan ideal for firms with higher case volumes and more complex needs. The top-tier Complete Plan, at $139 per user per month, adds client intake and lead management features, making it suitable for firms focused on growth and client acquisition. Ultimately, the choice of plan depends on a firm's size, growth trajectory, and feature requirements. By carefully considering these factors and aligning them with Clio's pricing options, law firms can select a plan that optimizes their practice management and positions them for success. Clio's flexible pricing and extensive feature set make it a compelling choice for firms of all sizes looking to modernize their operations.

Compare Pricing

Compare pricing across our most frequently recommended Law Practice Management products.

Software options
Starting price*
User rating
$59.00 per month
423

recommendations

$49.00 per month
299

recommendations

$119.00 per month
264

recommendations

$100.00 per month

No reviews yet

56

recommendations

$79.00 per month
51

recommendations

*Defined as the price above any available free plan

Clio Features

Drawn from insights across 1687 verified reviews, we've outlined Clio's best and worst rated features and how they stack up against the average rating.

Clio's score
Category average

Clio's Best Rated Features

For Legal Professionals

4.86

4.02 category average

Electronic Signature

4.83

4.02 category average

Data Security

4.83

4.77 category average

Clio's Worst Rated Features

Data Import/Export

3.0

4.06 category average

Reporting/Analytics

3.55

4.27 category average

Email Management

3.64

3.82 category average

  • Popular features found in Law Practice Management
    Calendar Management
    Client Portal
    Communication Management
    Contract/License Management
    CRM
    Document Generation
    Expense Tracking
    Mobile Access
    Reporting & Statistics
    Task Management
    Third-Party Integrations
    Trust Accounting
  • More features of Clio
    Access Controls/Permissions
    Accounting
    Accounting Integration
    Accounts Payable
    Accounts Receivable
    Accrual Accounting
    ACH Payment Processing
    Activity Dashboard
    Activity Tracking
    Alerts/Notifications
    API
    Appointment Management
    Archiving & Retention
    Asset Accounting
    Audit Trail
    Automatic Backup
    Automatic Billing
    Backup and Recovery
    Bank Reconciliation
    Bankruptcy Case Management
    Billable Items Tracking
    Billable & Non-Billable Hours
    Billing & Invoicing
    Billing Portal
    Billing Rate Management
    Built-in Accounting
    Calendar/Reminder System
    Calendar Sync
    Case Management
    Case Notes
    Check Writing
    Client Management
    Collaboration Tools
    Compliance Management
    Conflict Management
    Contact Database
    Contact Management
    Contingency Billing
    Court Rules-Based Scheduling
    Credit Card Processing
    Cross Ledger Posting
    Customer Database
    Customer Statements
    Customizable Branding
    Customizable Fields
    Customizable Forms
    Customizable Invoices
    Customizable Reports
    Customizable Templates
    Data Import/Export
    Data Security
    Deadline Management
    Debit/Credit Card Processing
    Docket Management
    Document Automation
    Document Capture
    Document Classification
    Document Management
    Document Review
    Document Storage
    Document Templates
    Electronic Filing
    Electronic Payments
    Electronic Signature
    Email Management
    Expense Claims
    File Management
    File Sharing
    Financial Management
    Financial Reporting
    For Family Law
    For iPad Devices
    For Lawyers
    For Legal Professionals
    Forms Automation
    Forms Management
    For Startups
    Full Text Search
    General Ledger
    Hourly Billing
    Income & Balance Sheet
    Interaction Tracking
    Invoice Creation
    Invoice History
    Invoice Management
    Invoice Processing
    Lead Capture
    Lead Management
    Legal Case Management
    Legal Forms Library
    Microsoft Outlook Integration
    Mobile App
    Mobile Payments
    Multi-Currency
    Multi-Location
    Multiple Payment Options
    Online Intake Forms
    Online Invoicing
    Online Payments
    Payment Fraud Prevention
    Payment Processing
    Process/Workflow Automation
    QuickBooks Integration
    Real-Time Data
    Real-Time Reporting
    Receipt Management
    Records Management
    Recurring/Subscription Billing
    Reminders
    Reporting/Analytics
    Sales Pipeline Management
    Search/Filter
    Secure Data Storage
    SMS Messaging
    SSL Security
    Staff Calendar
    State-Specific Forms
    Status Tracking
    Task Progress Tracking
    Task Scheduling
    Tax Calculation
    Tax Management
    Time & Expense Tracking
    Timer
    Time Tracking
    Two-Factor Authentication
    Version Control
    Workflow Management

Clio Integrations

Based on 1687 verified reviews, we've identified products most frequently integrated with Clio.

QuickBooks Online
QuickBooks Online
Integration rated 3.7 from 3 reviews

Jason

Attorney

Used for more than 2 years

Reviewed December 2022

"I integrate Clio with Quickbooks Online to handle my law firm accounting process."

Microsoft 365
Microsoft 365
Integration rated 4.4 from 70 reviews

Greg

Attorney and Owner

Used for more than 2 years

Reviewed November 2022

"Productivity and flexibility. My Clio Calender and my Outlook Calender integrate so I can always find my schedule. Clio's Outlook integration allows me to link emails to the appropriate Clio customer file. And Clio's integration with OneDrive allows me to easily update draft documents that I have saved to a Clio file."

QuickBooks Online
QuickBooks Online
Integration rated 4.3 from 74 reviews
Microsoft Outlook
Microsoft Outlook
Integration rated 4.3 from 44 reviews
8am LawPay
8am LawPay
Integration rated 4.5 from 22 reviews
Gmail
Gmail
Integration rated 4.5 from 21 reviews
Dropbox Business
Dropbox Business
Integration rated 4.6 from 20 reviews
OneDrive
OneDrive
Integration rated 4.5 from 15 reviews

See all 57 integrations

Clio Key Sentiments

We analyzed 1687 verified reviews for Clio to find out what actual users really think.

Most Positive Sentiments

Customer support

82% Positive
8% Neutral
10% Negative

Clio’s customer support is recognized for being responsive and knowledgeable, with representatives who provide clear guidance and practical solutions. The team is often described as approachable and patient, offering prompt assistance and effective workarounds when issues arise. Reviewers note that support staff actively listen to feedback and incorporate suggestions into product improvements, contributing to ongoing platform enhancements and reinforcing trust in the service experience.

Ease of use

77% Positive
14% Neutral
8% Negative

The software is widely regarded as intuitive, featuring a clean interface that simplifies navigation and dashboard organization. Its logical layout supports quick access to essential tools, while custom fields and efficient search functionality help streamline daily tasks. Reviewers highlight the availability of tutorials and support resources that ease the learning curve, making it easier for teams to adapt the platform without extensive training or technical expertise.

Law firm management

58% Positive
33% Neutral
9% Negative

The system delivers comprehensive practice management capabilities that cover client and case management, billing, and reporting within a single platform. Its customizable tools accommodate diverse practice areas and support firms of varying sizes, from solo practitioners to large teams. Reviewers emphasize the value of integrations with legal technology and third-party applications, which enhance operational efficiency and help firms modernize processes while maintaining compliance and control.

Least Positive Sentiments

Document management

35% Positive
42% Neutral
23% Negative

Clio supports paperless workflows through document automation, template creation, and centralized storage, helping firms organize files and reduce manual effort. The platform enables efficient document generation and provides secure access from any location, along with integrations for third-party document tools that extend functionality. Reviewers note that while these features improve convenience, challenges remain with automating complex forms, cumbersome search and retrieval processes, and slower or less reliable access compared to competitors.

Invoicing

42% Positive
37% Neutral
21% Negative

The software offers customizable billing tools that simplify invoice creation, time tracking, and management of paid and unpaid invoices. The ability to personalize invoice templates and generate professional statements helps firms maintain accurate records and client transparency. Reviewers highlight issues such as difficulties with multi-matter and multi-client invoicing, limited flexibility in template customization, confusing layouts for clients, and reliance on manual processes for adjustments and write-offs, which can slow down billing workflows.

Billing and payments

50% Positive
32% Neutral
18% Negative

Clio centralizes client and case management to support billing and payment processes, offering multiple payment options and features like automated workflows, trust accounting, and reconciliation. These capabilities aim to reduce administrative overhead and improve collections. However, reviewers report concerns including hidden costs for certain billing features, manual setup for payment plans, integration challenges with external accounting software, and occasional issues with trust accounting and invoice presentation, which can complicate financial management.

Clio User Reviews

Overall Rating

4.6

Ratings Breakdown

5

75%

4

19%

3

3%

2

1%

1

2%

Secondary Ratings

Ease of Use

4.6

Value for money

4.5

Customer support

4.7

Functionality

4.5

Michael's profile

Michael G.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Reviewed August 2025

A Game-Changer for Law Firm Automation and Efficiency

5

Clio has completely transformed the way I run my law practice. From administrative tasks to legal workflows, the sheer number of features Clio offers for automation is remarkable. It’s clear that this platform was built with modern law firms in mind. Clio delivers exceptional value for money—it’s more than just practice management software; it’s a comprehensive ecosystem that consolidates nearly every function I need to operate efficiently. The ease of use is impressive, even for those who aren’t especially tech-savvy. Everything is intuitive, and the learning curve is minimal. Customer support is consistently responsive and knowledgeable, making onboarding and troubleshooting a breeze. I especially appreciate the robust invoicing features, which simplify time tracking and billing while reducing administrative overhead. Document management is seamless, and I’ve had no issues with data migration, which speaks to how well the platform handles transitions from other systems. One of Clio’s standout strengths is its ever-growing library of integrated apps. From e-signatures and accounting tools to legal research and communications, these integrations let you streamline most operations and keep everything centralized. Having nearly everything in one place has saved me time, improved accuracy, and allowed my firm to grow without being bogged down by disjointed systems.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Powerful automation features for both administrative and legal workflows Excellent value for money Intuitive and user-friendly interface Responsive and knowledgeable customer support Seamless invoicing and time tracking Robust document management system Smooth and reliable data migration Extensive library of integrated apps Ability to centralize most law firm operations in one platform Streamlines workflows, saves time, and supports firm growth
Cons:
The only issues I can remember encountering related to trying to integrate my VoIP phone system with Clio to ensure that all calls in or out are logged into Clio.

Reasons for choosing Clio

I chose Clio over other legal practice management software because it offers unmatched automation capabilities that streamline both legal and administrative workflows, saving time and reducing errors. Its extensive app integrations allow me to centralize nearly all my operations in one place, creating a seamless and efficient work environment. Clio strikes the perfect balance between ease of use and robust functionality, making it easy to adopt without compromising power. Its invoicing and billing tools are best-in-class, and the customer support is consistently responsive and knowledgeable. Data migration was smooth and fully supported—unlike with some competitors—and Clio’s strong reputation in the legal community gave me confidence in its long-term value. I also appreciate the flexible, scalable pricing, secure cloud-based infrastructure, and the all-in-one functionality that eliminates the need for multiple disjointed systems. Clio has truly been a strategic investment in the growth and efficiency of my law practice.

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Yael's profile

Yael N.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Reviewed August 2025

Class Action Clio Fan

5

Clio has been a valuable tool for our firm, offering strong functionality in case management, billing, and document automation. Its intuitive interface and responsive support make daily operations smoother. However, as a class action firm, we’ve had to invest considerable effort customizing Clio to fit our workflows—particularly because it’s designed more for personal injury practices where each contact creates a separate matter. Despite that, Clio remains a reliable and flexible platform that supports our evolving needs.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Clio is a reliable, user-friendly platform that helps us manage cases, billing, and documents efficiently. It offers responsive customer support and smooth data migration. Invoicing is streamlined, and document automation tools like Clio Draft save us time. Navigation is intuitive, and we appreciate the ability to integrate Clio with other systems like our calendar and Jotform intake forms.
Cons:
While Clio offers many valuable features, it appears to be designed primarily for personal injury firms, where each contact typically generates a new matter. As a class action firm, we've had to invest significant time and effort customizing Clio to align with our business model and workflows. This includes adapting how we manage large groups of claimants under a single matter and streamlining intake processes that Clio doesn’t natively support.

Reasons for switching to Clio

We could not make it work for our firm. It did not integrate nicely with our workflows and was complicated for the team to use.

Read More

HS

Hannah S.

Verified reviewer

Legal Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2025

The case management software your office needs!

5

It helps a great deal with case organization! Clio is the main software that we use to check on progress at each stage of the case.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The tasks feature is very helpful for planning, tracking workflow. The templates feature also allow us to get off to a good start for each case.
Cons:
Some files can be edited at the same time, which can get confusing if people happen to be working on the same document, as it will make different versions.

Read More

CL

Christopher L.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Reviewed October 2025

HIGHLY RECOMMEND CLIO - For now and the next 5-10 years.

5

Aside from that minor, negative Con above, I Love Clio, as does my staff and colleagues. I've been practicing 34 years, and somewhat of a legal-tech nerd, and hope to remain with Clio for the remainder of my career (5 - 10 years).

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Clio is constantly evolving, improving and innovating to improve the Customer (law firm) experience, consequently enhancing clients' matter outcomes and the client experience.
Cons:
Pricing is seemingly disjointed. Separate tiers for Manage (LPM), Grow (CRM), Accounting, Draft (Docs/Templates/Automations), the CPI (Clio Personal Injury "add-on") and now Clio Work (Ai, Research, etc.) If these programs were integrated, and we could select them a la carte under various plans, versus what appear to be distinct packages (some based on user licenses, some that are mandatory for the firm), it would help. IF the CPI or DRAFT were included, maybe for a slightly higher price, it would seem more integrated. I understand the economics, costs to deliver superb service by Clio and value the various components bring, but it is becoming onerous and unwieldy for a solo/sm. firm.

Reasons for choosing Clio

Cloud-based, comprehensive options, and it was a small, growing, very entrepreneurial company.

Reasons for switching to Clio

Cloud-based operations were increasingly desired and important. TM/Lexis wasn't keeping up.

Read More

Eric's profile

Eric B.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Reviewed November 2025

I just love Clio!

5

Clio is the only product I would ever use for law firm management. From billing to CRM to scheduling to task management - it handles everything with ease. Finally, whenever I have a question or concern, the service reps at Clio have always been well-informed and ready to help.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Clio is great because it helps me manage all of my back office functions seamlessly and communicate with clients easily for a fair and reasonable price.
Cons:
Since 2016 I have been advocating for Clio to manage the task part of the app. As it works now I need to manually enter in each task reminder rather than being able to click once to give me a standard list of reminder times.

Reasons for choosing Clio

Price and ease of working with represnetatives.

Read More

Kelcey's profile

Kelcey S.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Reviewed August 2025

So glad we switched to CLIO

5

The overall experience with clio has been great. It has allowed for partners in our firm have actual data at their fingertips and it has allowed our firm to get bills out quicker and a better handle on our collections with the multiple payment methods available with clio payments.

Ratings Breakdown

5
Ease of use
5
Value for money
4
Customer support
4
Functionality
icon
Pros:
The software was easy to pick up and use, even after switching from a software the the firm used for 15+ years. There are several great features but our favorites are clio payments, efiling, the ease of billing and bill review, reporting and the newly added automations. Our firm also loves the tasking feature and the several ways to capture time. There are several integrations that also make clio a sharp software.
Cons:
I do not like that we can not assign one task to multiple people. I also do not like that the trust listing report can not show the responsible attorney.

Reasons for choosing Clio

Pricing and the reporting and the billing/finance side was better for us with clio.

Reasons for switching to Clio

Tabs is so outdated and we wanted a software that was on the cloud and user friendly. TABS is very accounting based and not a matter management system - where clio is everything in one.

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Erin's profile

Erin M.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Reviewed October 2025

Clio’s Culture Shines—Now Let’s Talk UI Innovation

4

Clio’s company culture is truly contagious—consider hosting a client summit to dive deeper into UI innovation and gather meaningful feedback.

Ratings Breakdown

4
Ease of use
3
Value for money
5
Customer support
4
Functionality
icon
Pros:
Clio’s team truly excels—support, development, and community engagement are consistently outstanding.
Cons:
Frequent feature updates are valuable, but they often fall short of addressing the full scope of user needs.

Reasons for switching to Clio

Wanted automated interest calculation for past-due invoices

Read More

JD

Jodi D.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Reviewed October 2025

Great Company

5

I have been with clio for over 10 years. I used them when they first came, left them, tried several other companies and then came back to Clio to because I found their software to have the best capabilities

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Great program. Capability is awesome. The team is great and they offer more than just software. They order a termendous amount of online learning beyond the software.
Cons:
My only complaint is in Clio Grow. I wish they offered customizable reports that would allow me the ability to choose the information I want in my report.

Reasons for choosing Clio

Because clio has the best interface and the most capabilities

Reasons for switching to Clio

Because Clio had the best interface and capabilities

Read More

LC

Lou C.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 2 years

Reviewed October 2025

Getting better every month!

5

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
The customer service attention is outstanding. We have shortened the time to receive payments from clients using Clio Pay. Having one place to store all our client data, documents and notes regarding the work with do with them is invaluable. Clio always seems to be listening to customer feedback and rolling out updates and improvements. Seems like as a company, they have their core values figured out.
Cons:
Still hoping better integration between Clio Draft, Grow and Manage is on the way. Grow needs a little help but it is our go to for intake.

Reasons for choosing Clio

Better reviews. Online access. No need for a "desktop".

Read More

JB

Jen B.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 12 months

Reviewed November 2025

We love Clio!

5

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
Customer support, technological advancements and ClioCon all make Clio the best product for our firm.
Cons:
There are still some places that need development in order to meet our needs as a mid size firm. We are hopeful that Accounting will be better suited for us soon.

Reasons for choosing Clio

Customer service and community referral from a colleague.

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Clio FAQs

  • Where does Clio store data?

    Clio securely stores all client data in the cloud using enterprise-grade data centers with continuous vulnerability monitoring. The platform implements multiple layers of security protection and adheres to rigorous standards, including HIPAA, SOC2, and PCI compliance, to ensure maximum protection of sensitive legal Information and communications.

  • Why is Clio good?

    Clio combines practice management, client intake, billing, and document automation in one platform. The software offers features for time tracking, case management, and client communications, while maintaining high security standards and providing reliable customer support.

  • How many attorneys use Clio?

    While specific user numbers aren't publicly available, Clio serves law firms of all sizes, but it's particularly popular among small practices, according to the high volume of Software Advice reviewers that are from small firms. The platform supports both solo practitioners and growing firms with scalable features that adapt to different practice areas and team sizes across the legal industry.

  • What firms use Clio?

    Clio primarily serves small and midsize law firms across various practice areas, including family law, criminal defense, civil litigation, and corporate law. It's especially popular among smaller firms, providing comprehensive practice management tools that can scale as firms grow their operations.

  • Is Clio encrypted?

    Yes, Clio employs industry standard encryption protocols to protect all client data and communications. The platform maintains strict security measures, including continuous monitoring, regular security audits, and compliance with major security standards such as HIPAA, SOC2, and PCI requirements to ensure data protection.

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