Clio

Clio

4.69

(1254)

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 1,245 reviews

phillip

Company size: 11 - 50 employees

Time used: Less 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.

September 2021

Clio is the Future

User Profile

Mazyar

Verified reviewer

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

August 2022

Clio Practice Management is the Best

Pros

Clio offers features necessary for practice management and operation right out of the box; then goes a step further by offering an integration ecosystem that makes it an indispensable part of a successful practice.

Cons

While Clio offers the minimum viable environment for online practice, the rapid growth of the company has left gaps and subtle shortcomings that veteran users will notice, while new users will be dazzled by the way it changes their practice.

User Profile

J.P.

Verified reviewer

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
4

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

November 2019

Clio is the best option for a solo or small firm law practice

After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.

Pros

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Cons

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Reasons for choosing Clio

Largest user base and least likely to get assimilated or go out of business, forcing another vendor change.

Reasons for switching to Clio

At the time I decided to look at alternatives, in 2017, the product was getting worse, not better.

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.

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