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.



478 Reviews of Clio

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 478 reviews

December 2018

Mara from MJ Law

Company Size: 2-10 employees

Review Source


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

1 of 5

December 2018

Unconscionable billing practices

Pros

I cannot say, as I only used Clio for a couple of weeks. And that was about a year and a half ago...

Cons

Unconscionable billing practices. We signed up for Clio subscription but less than one month later determined that the service did not meet our needs and asked to cancel. The company continued to bill us for over a year and refused to refund, despite written request to cancel. I would not recommend Clio.

December 2018

Jeff from CBT Nuggets

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Functionality

4 of 5

December 2018

Very Attractive Service Bundle for Easy Office Admin

Perfect setup to immediately have a unitary infrastructure around your practice that takes the top-level concerns into context.

Pros

It had everything included- finance, scheduling, research, document storage, etc. It was the perfect legal CRM package, that had everything else you needed altogether. Different practices may not find as much use, or may need special tools, but for a simple small general practice office or a specific in-house legal unit this software has everything you need included.

Cons

Lots of updates, so lots of slowdowns. The accounting feature is nice, and I like the trust account management, but you still end up needing a separate accounting package if you intend on filing on your own.

December 2018

Jac E. from The Collaborative Law Group

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

The Gold Standard

Pros

Our law firm has used Clio for approximately 10 years and we are very satisfied with the progress that Clio has made developing this app. Their customer service is great and the company organization is superior.

Cons

The appearance could be improved for those with vintage eyes. The visual layout could be more appealing. Minor items that could be improved.

December 2018

Stephanie from PennyMac

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Clio saves me time every single day!

Been using CLio for almost 5 years, and it is the best decision we ever made.

Pros

Intuitive, organized, and extremely user friendly.

Cons

The reporting features are not great. It would be nice if I could capture more detailed info.

December 2018

Tom from Tom Chick

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Clio, rapidly becoming THE standard for Legal management.

good program, needs a lower-priced, potentially pared-down version for small offices.

Pros

Clio has amazing features, but where it really shines is its ability to integrate with multiple other services, like quickbooks dropbox, etc. Amazing!

Cons

It is overpriced, per user, based on what the company thinks a law firm can afford, making it slightly unreachable for single person, and smaller law offices.

December 2018

Melanie from Cigraph

Company Size: 11-50 employees

Review Source


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

December 2018

Complete solution, solid and reliable.

It has brought great advantages in the exponential growth of administrative skills, as a company we offer a billing system to all our clients, of high quality, fast and reliable. It has been a software that has undoubtedly provided all its services and functions, although I would like it to be more accessible, the costs can sometimes be somewhat high.

Pros

What I like most about the software is that it works with fluency, it is a solid tool with an intuitive interface. The learning and general training on the software is fast and simple. Customer support is responsible and quick answers any of my questions. It offers the opportunity to integrate functions, which adds much more flexibility. It adapts to my preferences by allowing me to send invoices and documents to all clients, this process makes it fast and effective, I can totally trust him and the work he does.

Cons

I present some problems in the invoicing processes, the functions that it offers me are not completely exact to fulfill each requirement of the management of payments, it needs to improve the invoicing by electronic mail, it is necessary to systematize the work. On the other hand, it is annoying when it does not allow me to pay the total amount but only the payment of the current invoice. I would like the reports to be more precise and in greater detail, we need more features that allow me to personalize with accuracy.

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

3 of 5

November 2018

Did a trial and didn't purchase

I use another practice management software and Clio didn't offer any great incentive for my firm to switch.

Pros

It's a pretty robust practice management software with a lot of different bells and whistles. I like the dashboard that provided a great snapshot of tasks and events. The features make it simple to use for several users.

Cons

I did not like the document editing feature. While they offer a client portal feature, I find that most clients don't want another login so it's really not a great selling point.

November 2018

Oliver from Seneca Law

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

Clio was useful and convenient!

Overall, our time with Clio was good! We all used our accounts to keep track of cases and upload documents on the easy-to-use website and apps.

Pros

What I liked most about this program was that it was filled with features and convenience. The website was easy to navigate and had just about everything out firm needed.

Cons

The only thing I disliked was the price. We felt that the monthly fee was a bit too high for only three users. There were also a handful of features it didn't provide.

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

3 of 5

November 2018

Mostly easy-to-use platform, but could do with a few improvements

It should be noted that Clio and Lexicata are merging, so it's possible things may improve.

Pros

Easy to track billable hours and set up calendar reminders and tasks.

Cons

Mobile app could use some improvements to make more of the website's functions available and more user-friendly on a mobile platform. Also, one of my biggest gripes with this software is the inability to add others to tasks you create (and yet you can add other people to calendar events). Calendar events could also be improved; for some odd reason when you try to add someone to a calendar event you create, even if everyone at your firm is using the same platform and on the same account, it sends them an email alert asking that individual to create a Clio Connect account. Very strange.

November 2018

Theodore from Law Office of Theodore Alatsas, Esq.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

November 2018

Product Case management software

I believe the program would be better with additional functionality in the areas of form duplication and creation.

Pros

Cloud functionality and integration with multiple devices.

Cons

Email integration, form duplication, creation and integration.

November 2018

Crystal from Law Office of Slape & Howard

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Working on Clio

Clio's customer service is wonderful & I have always received quick responses to my issues.

Pros

Clio has many features and once you read all the instructions, they are extremely helpful.

Cons

It is a huge learning curb to figure out and utilize all the features.

November 2018

Meredith from FBJ

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Great Case Management Software

Pros

Excellent new calendar feature is similar to google calendar and syncs with gmail

Cons

The timeline feature is not as useful as the Timematters timeline

November 2018

Ryan from Dillon Legal Group PC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

November 2018

Easy to use

Pros

Easy to enter time, Easier for accounting purposes

Cons

Occasionally have trouble applying a payment

November 2018

Stacey from Beacon Attorneys

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Great Case Management Software

Pros

Ease of use. Great integration with other software. Great for case tracking and case management.

Cons

This software is fairly costly compared to other options.

November 2018

Sean from Mesh Law, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Keep your foot on the gas!

Pros

I love the customer service, prompt, attentive, and pleasant. I love the spirit of sustained innovation and constantly improving the platform based on customer feedback. I appreciate that Clio has a vision and is pushing the practice of law into the future. When you guys make improvements, they're the right improvements. Keep your foot on the gas and keep doing great work.

Cons

Nothing that I can recall or care to mention at the moment.

November 2018

José F from Morales Morales Law Offices

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Good service but a little pricey

Pros

Accessible from anywhere there is an internet connection and access to a web browser. Direct access to your files.

Cons

Some processes integrating emails might be a little tedious. Does not recognize special characters (á, é, í, ó, ú).

November 2018

Dana from DANA BALL LEGAL SERVICES

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Peace of Mind

Pros

Having one place to manage my practice has provided me a lot of peace of mind. Also, my favorite thing with Clio is the partnership with other apps like Lexicata has made the running of my practice a lot easier.

Cons

Because I'm not the one using Clio as much as my paralegal, it takes me a couple of minutes to reacquaint myself with navigating around to find what I'm looking for.

November 2018

Rachelle from Skousen Law

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Stop Looking Further - Clio is your new Home

Pros

User Friendly
Awesome, Smart, and Friendly Customer Service
Online Chat Support within system.
Integrates with a lot of other systems

Cons

I don't have a least favorite component. Perhaps Billing has some flaws. They have just updated some of those features that I am still working on. Their statements could be better formatted and have a section that states the actual amount owed so that clients know how much to pay.

October 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2018

CLio its a good option

I work in a Law office, we have three office and we use CLIO to maintain syncronizaced all our case, documents, contacts and calendars. It's an excellent option, I really like and It's very helpful to organize our jobs. I recomend CLIO 100 %.

Pros

We can share information in an easy way with your team, you can take a good control about all your case, your contacts and his documents, we can create a task, assign a task to other persons, even you can maintain connections with your client using CLIO. Also you can access to CLIO using an app or online, CLIO have a calendar to control your appointment. In facts, in my opinion CLIO have almost everythink what we need in a Law office. I have never tried an accounting/billiable section.

Cons

I like the new version but the search option it's not working very good, and in a version online when you want open something always open in a new tab, so, in few minutes you can open 10 o more tabs in the same contact or case.

October 2018

Nate from Legue Law, P.C.

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Excellent Platform for Solos

I have had excellent experience with this software and constantly recommend it to others, especially solo practitioners because I believe it gives a small office the same abilities of time and matter tracking that much larger firms have always enjoyed.

Pros

This software has made managing my solo practice a breeze. I love that I can track client bills and trust balances at a glance and can set and track goals for myself with billable time. The note-taking and correspondence tracking functions are essential with divorce clients who often claim they did not receive information; the program can track what documents were exchanged or accessed. The invoicing is simple and pairing billing with LawPay makes it easy to get paid online via credit card. Addition of payment plans has also been a boon.

Cons

I wish that the software had an accounting function, but it does work seamlessly with Xero, my accounting software. I also would change some minor details like adding more user-controlled functions to the reporting capabilities; for instance, I would like to be able to customize exactly what data my reports generate (such as trust ledger reports that included the last action on an individual account).