Clio software


408 reviews(4.5/5)
408 reviews(4.5/5)

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables legal firms to track important deadlines, manage cases and documents and bill and collect from clients.

The time tracking feature helps users manage tasks for the day, week or month and track billable time directly. The practice dashboard displays billable hour targets and goals and how well users are progressing against them. Accounting and billing capabilities let clients access information via email and a secure client portal. Clio Payments allows lawyers to receive payment to either a client’s trust or operating account.

Users can assign tasks from specific issues to any member of their team, and tasks can be linked to specific issues. Task reporting provides data and analysis into team progress and productivity. Clio is designed to be accessible with mobile and desktop devices and offers iOS and Android apps.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

408 Reviews of Clio

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  • Glenn from Metcalf & Beardshear

    Number of employees: 2-10 employees

    August 2018

    Too Old to Change but VERY Happy

    Ease-of-use
    Functionality
    Quality
    Support

    Clio's on-line customer support and help files are very easy to use and search. The online chat option helps you get started and with every problem they can hold your hand through the program if necessary.

    Pros

    Use of the program is intuitive, it integrates client information, billing, time keeping, and task management. By keeping track of what is really being done you can see the large amounts of time not being accounted for, which says be more diligent. Frankly Idid not want to go this Route, being a sole practitioner for 30+ years but my 20 something partner said "We really need to do this" and he was right.

    Cons

    From the stand point of our office paper flow there is a small disconnect between a bill in the system being in a status of pending payment and proof that it was actually mailed.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • NICOLE from My az legal team

    Number of employees: 2-10 employees

    August 2018

    Clio is easy to navigate

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I use Clio everyday mainly as task management for my law firm and it's very helpful and keeps track of my tasks very efficiently I am happy with Clio

    Pros

    Clio is very easy to navigate keeps me up to date on all of my tasks it's a very efficient software and I love using it for my practice

    Cons

    I don't have anything that I dislike about Cleo

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Alexandria from Law Office of Alexandria Goff, PC

    Number of employees: 2-10 employees

    August 2018

    Time saving and easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great experience. I started my firm with Clio and will continue using this software as they continue to improve the features and are very responsive to my customer requests.

    Pros

    I like that it is simple to create and view tasks, the calendar syncs with my gmail, and the communications can be easily logged from gmail. I also like that there are lots of integrations.

    Cons

    I don't like that I can't task two people to the same task and that the document automation set up can be difficult.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Kat from mcknightlaw

    Number of employees: 2-10 employees

    August 2018

    Clio Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I am overall satisfied with Clio. They are great to work with and really put in the extra effort with customer service.

    Pros

    This product is very easy to use. Even when I have difficulties with learning something new on the software the customer service is great at teaching me how to use parts of the software. They are very innovative.

    Cons

    There isn't much I dislike about Clio. The formatting could be enhanced some, but overall I find it makes my job much easier.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Barton from Law & Mediation Offices of Barton Pokras

    Number of employees: 2-10 employees

    August 2018

    Ciol is Easy to Use, Powerful, Law Practice Management Software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I use Clio mainly to keep track of my client financial data: Time and Billing entries, Deposits into and withdrawals from the client's account. This is the easiest to use software I have ever used.

    Pros

    The ease of use. When I input data, e.g. a customer payment, or time entry on a matter, it updates in all the relevant places. When I make a mistake it is easy to back out of the mistake. When I call customer service they usually answer my question or solve my issue in a few minutes

    Cons

    I don't have any issues with this software.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Beth from Lloyd Winter LLP

    Number of employees: 2-10 employees

    August 2018

    Easy to Learn/ Easy to Use

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Everything is in one place and can be accessed from anywhere.

    Cons

    Retrieving documents can sometimes be difficult.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Thomas from Divorce Shoppe

    Number of employees: 1 employee

    August 2018

    Great for a sole practitioner

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Clio has streamlined the necessary but boring parts of running a law office.

    Pros

    Easy to use. Keeps things organized. Timekeeping and billing are pleasures rather than chores. Clients love document sharing.

    Cons

    I was an early adopter and have stayed with Clio because of the ease of use, price and support. But, at this point (and I can't really fault them for this) the application does more than I need!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Craig from Miller Law, LLC

    Number of employees: 2-10 employees

    August 2018

    Great Firm Software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Excellent! My assistant works 300 miles from me in a different location out of her house. We are able to function well as a result of the ease of use of this software.

    Pros

    I have a small firm, with a lot of documents. Being able to upload everything and have it at my fingertips, whether on my computer, or phone, is invaluable. Also, I can work from anywhere. I am not tied to a specific computer where the software must be installed; everything is from the browser. Also, the functionality of being able to make the software categories, front page, etc., match whatever firm/law you want is great! Also the people at Clio listen and make software changes based on customer reviews.

    Cons

    Few complaints about the software. Would like the Edit button for the matter to be either left or right (have a choice.) When I split a screen on a laptop, I have to scroll over to edit.

    Also, when uploading files, having the boxes shift up sooner would be helpful, so you can see the auto-populate.

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

    Number of employees: 1 employee

    August 2018

    Great product for solo

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This software integrates well with Microsoft Office, has an easy to use interface and has a full set of features that a solo attorney would need to completely manage his or her practice.

    Cons

    full licensing fees for additional users

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • CORY from Rosenbaum Famularo, P.C.

    Number of employees: 11-50 employees

    August 2018

    Staying organized would never be this easy.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great App , saves headaches.

    Pros

    Best organizational platform. My workplace loves it.

    Cons

    Could be more efficient in functionality.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jennifer from Congdon Law, PLLC

    Number of employees: 1 employee

    August 2018

    CLIO has been a staple since day 1

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I have been using CLIO for almost 8 years. As a solo practitioner, CLIO has helped me to save money by streamlining so many processes, making the software use intuitive and stay as a true solo for much longer than I expected (which means I make more $$).

    Pros

    CLIO is very intuitive to use, it has every type of functionality you could possibly want.

    Cons

    My accountant is less familiar with CLIO than she is with Quickbooks, but is still willing to use the CLIO software to do my taxes.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Charles from Chappell, Lanehart & Stangl, P.C.

    Number of employees: 2-10 employees

    August 2018

    Best case management software there is

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Clio has made it clear they are the leader in case management software for the cloud. Your calendar can sync with Google Calendar making it easy to use with Smart Home Devices like Alexa and Google Home. I can tell my smart home device to tell me what I have on my calendar, and what I put in clio will be there.

    Also, the integrations with Zapier making automation easy. Now when I get an appointment from the court (calendar setting), it automatically is added to Clio.

    The new Desktop launcher for forms. I can edit forms in Word and they go right back to Clio, amazing.

    Customer support is head and shoulders above any other company. I have had a few questions on how to do things, and have never experienced anything but helpful and kind people.

    Cons

    I wish you were able to change the first page that you see when signing on. Sometimes you may need to open clio in court, or while meeting with a client and you may not want all of your settings, etc. to show. Having just a page that opens when you sign in with little to no information would be great.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Karen Dunn from Keller Williams Realty - Charlotte South Park

    Number of employees: 201-500 employees

    August 2018

    Easy Case Management system

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I like the calendaring and tasks and ease of use.

    Cons

    No cons yet - I need to figure out how to sink it to my Outlook calendar.

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

    Number of employees: 2-10 employees

    August 2018

    Love that client info is at my fingertips!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I'm able to stay much more organized, calendaring dates, recording notes, listing tasks etc. in the moment, rather than adding to my "to do" list for later.

    Pros

    It's very intuitive, easy to use, and I have everything in one place!

    Cons

    Haven't found a way to print the task list in it's entirety in a font large enough to read

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Matthew from Freed Marcroft LLC

    Number of employees: 2-10 employees

    August 2018

    First time Clio User

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Clio combines all case management functions that I need into one platform.

    Cons

    It's not clear how to customize dashboard. However, I have not fully explored the options and it may be more customizable than first appears.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Melvin from Dickenson, Peatman & Fogarty

    Number of employees: 11-50 employees

    August 2018

    Covers most areas of law and good for smaller practices of 2-5 if in the same areas of law.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It's able to get small practices to market really quickly. Setup is quick and support is quite good.

    Pros

    Easy to setup, pricing structure is easy and integrations to other cloud based softwares. This software is especially good for sole practitioners and basic one or two law types firms. Basically, it can get you up and running if speed to market is a concern.

    Cons

    The types of billing are rather limited, it doesn't handle flat fee well (but then there's not many that do). The accounting and reporting functions are limited as well. If a firm has more than a few types of law that they practice in, it's hard to have a feeling of integration at that point.

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

    August 2018

    We are a boutique family law firm and have been using Clio since our inception 6 years ago.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Clio is constantly improving and adding different features. If there is something we want to see, we let Clio know and they respond. Their customer service is excellent - if I have a question or problem, I can easily reach them by phone or email or through chat. It is an innovative practice management solution that attracts firms that want flexibility and value innovation and growth. We also love that there are a number of apps that connect with Clio to make it even more customized and efficient. We use Clio to open files, log time, render invoices, records trust transactions, share documents with clients, manage and delegate tasks and our calendar, and draft documents from easily-generated templates, and more.

    Cons

    There is always room for improvement! Making the calendar easier to use, creating/improving certain trust accounting features are a couple of the things on our wish list.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Amanda from Bliven Law Firm

    August 2018

    Good, I use it at work daily

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Work

    Pros

    I use it for work only, it is very efficient and easy to use. My employer set up this program for our office to use

    Cons

    I use it for work only, it is very efficient and easy to use. My employer set up this program for our office to use

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

    August 2018

    The best I've tried, but not perfect

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Increased work efficiency, recordkeeping, and my clients have liked the client portal.

    Pros

    Clio seems to be the most polished of the PM software I've tried. Improvements seem to be in the works, and the customer support has been helpful.

    Cons

    Some things are still hard to find, not where I would expect them, or simply unable to be adjusted in the way I'd like.

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

    Specialty: Employment

    Number of employees: 1 employee

    August 2018

    Great product for the small book keeper

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    great product for helping lawyers keep track of their billing.

    Pros

    I can see they are improving the product in ease of use, it more compatible with Quick Books then it was six months ago.

    Cons

    It has trouble import data that has the same invoice number in quick books, it will not bring it in. You need manually transfer it.

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