Clio Software


 

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.

 

Clio - Court rule
 
  • Clio - Court rule
    Court rule
  • Clio - Mobile calendar
    Mobile calendar
  • Clio - Create new item
    Create new item
  • Clio - Trust request
    Trust request
  • Clio - Matter view
    Matter view
  • Clio - Submit bill
    Submit bill
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

251 Reviews of Clio

 

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Software Advice Reviews (39)
More Reviews (212)

Showing 1-20 of 39

Daniel from Monahan Law Practice, P.C.
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Good legal management software for the money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It does a great job organizing various aspects of legal case management in one program for an affordable price, especially for a small law firm.

Cons

Utilizing all of its features, especially the more sophisticated activities of setting of templates and form files is not intuitive. While the seminars are helpful, it would be much easier to have support that can walk you through the process. After over a year, we are frustrated by not having the skill or the time needed to do all of the things the program should allow us to do.

Review Source
 
 

Katelyn from One Accord Legal, LLC
Specialty: Divorce
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Good Software

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I was very excited when my firm purchased Clio, because I had been begging them to implement practice management software for two years. Clio has many features, and I believe the most number of integrations.
I love how Clio organizes your timers; you can start and stop timers, assign them to a contact, and it automatically saves them at the end of the day. This is by far the best timer feature I have seen in the many practice management softwares out there.
The dashboard contains nice graphics that show you your targets for the day, month, and year, and where you are against those targets.

Cons

The notes feature is a tiny box that does not have any formatting capability whatsoever.
The documents feature requires that you download a copy of a document, save it to your hard drive (or external source such as Dropbox), and then re-upload it to Clio.

Review Source
 
 

Lauren from Law Office of Lauren A. Anaya
Specialty: Immigration
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Good value for the money

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Good for keeping track of time spent on a matter
Makes billing easy
Keep track of everything in one place

Cons

Some of the features are not intuitive, and therefore the program is not the most user friendly
If you stop using it and want to rejoin it is a pain because the program won't allow you to simply input credit information - I had to go through Clio customer service

Review Source
 
 

Tammy from Joseph D. Carney & Associates, LLC
Specialty: Corporate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Clio is Amazing!

Ease-of-use

Functionality

Product Quality

Customer Support

I highly recommend Clio Software.

Pros

This efficient software has everything you need to successfully run your law firm! The recent update made all of the features faster and easier than ever before.

Cons

The Clio software does require some training to learn how to use effectively. Then again, doesn't most software?

Review Source
 
 

Ismail from Law Office of Ismail Mohammed
Specialty: Immigration
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

Subscribe only if you have time

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Not for everybody. If you have another software which does not allow you to track time, then clio is ok. But anything else, not so much.

Pros

Time keeping. It's probably the only good thing it does. I can link it with primafacie (which is awesome).

Cons

Where can I start. In order for clio to be of use, get ready to spend a lot of time trying to figure it out. It's good as far as adding client's contact and keeping track of time but for everything else, it's useless. I am caught in the middle of wanting to get rid of it or keeping it because I have spent so much time and effort in it. And don't try to integrate anything with it. You will spend the whole morning or afternoon trying to figure it out. If you can take a day or two to figure things out, then go ahead. Their customer service also is not up to par. You ask them a question and they'll send you a link.

Review Source
 
 

Steven from Law Office of Steven P. Green
Specialty: Family
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

Simple, easy, effective

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

It does what it is supposed to do without any headaches.

Pros

Easy sync from smartphone app to desktop application; Add date while in court and it is in my calendar when I get back to the office. Track trust account info easily and keep up to date on all matters

Cons

The app's timer s not intuitive. While it works, every time I use it I essentially have to "re-learn" it! Otherwise, the rest of the app is good.

Review Source
 
 

Dawn from Powerful Accounting, LLC
Specialty: Tax
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

HORRIBLE - STAY AWAY, FAR AWAY

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have never come across a software solution that will likely bury law firms. I want to give this zero stars but that wasn't an option, just like the others in the software that are basic. STAY AWAY FROM THIS! TERRIBLE

Cons

Absolutely horrible software. Never ever choose this to run your firm. You will be very sorry for setting for an "easy time clock". You cannot protect your data! No audit trail and easy to erase actual transactions without know who did it!

Review Source
 
 

Allen from Sragow & Sragow
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Clio - An Excellent Choice for A Solo

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I went from billing by spreadsheet to Clio. The process in Clio is fast and easy, and now I do not dread the drag of billing.

Cons

I still have some trouble juggling tasks and events. I feel as though I need to review multiple sources to stay on top of my practice.

Review Source
 
 

Alberto from Manfredi & Pellechio
Specialty: Corporate
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Perfect fit for a small to medium law firm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Clio is an easy to use mobile program which allows our attorneys to access everything in one convenient location including billing, documents and firm agendas. Clio seamlessly syncs with Microsoft Business Essentials allowing for the integration of client emails and attachments, as well as calendaring into the program without any duplication.

Cons

The only cons at this point have been the limitations on the migration of PCLaw data (limited to matter number and client contact information) and the lack of a native email support. However, the sync with Microsoft Exchange makes this second issue very minor.

Review Source
 
 

Lauren from Law Office of Lauren Hamilton
Specialty: Family
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

Clio is the bomb!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very user friendly. Super easy to learn and easy on the eyes. Great training program that I highly recommend completing (Clio Product Pro).

Cons

There are a lot of features, and it takes some time to learn how to utilize to your benefit. That said, complete Clio Product Pro certification and it makes it that much easier.

 
 

Lindsay from Lotus Law Center
Specialty: Corporate
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

One stop shop!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Clio has everything our firm needs. EVERYTHING. We recently switched to Clio for time tracking, task management, calendaring, contact management, and billing. We're replacing 4 or 5 different software products with this all-in-one software. The software also allows users to send messages to each other and attach them to a client to create a complete file for a certain matter.

Cons

There's a learning curve with using Clio. It took a little time to understand the language used (i.e. what is a "matter" or an "activity") by Clio. Certain features are a little inconvenient and are difficult to get used to. For example, on the time tracking, if there are multiple timers running, I can't differentiate between two different timers for the same client without clicking into each timer. Our firm may work on different projects for the same client (e.g. two different contracts). It saves time if I can immediately decipher between the two contract timers and click the appropriate timer.

 
 

Keith from Law Office of Camala A. Richardson
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Very easy to work with.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like that Clio combines contact management with billing. Our previous software had two separate databases one for client related document generation and one for billing clients. Also that Clio works with LawPay.

Cons

Need to create template documents on your own, instead of offering standard forms for commonly used state forms.

 
 

Eric from Bentley, Gibson, Kopekci, Smith, P.C.
Specialty: Family
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Mediocre

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Fairly easy to use. The different pricing for attorney and non-attorney is better than most. And the phone app is convenient.

Cons

The document management is cumbersome and doesn't feature direct integration with Microsoft Word. The email integration is also cumbersome and pretty much useless as it too does not have direct integration with outlook. and lack of accounting feature

 
 

Tammy from Joseph D. Carney & Associates
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great product but some aspects are confusing

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

All of the options are great and there are a ton of categories and different things that you can do with the product ; which is great.

Cons

There is a lot to learn and some aspects are very confusing, especially when I am working on other things as well as learning this new program.

 
 

Lauren from Joseph D. Carney & Associates LLC
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Love it!

Pros

User friendly. Vrey easty to use. Super friendly support. No issues at all. Love the timer . Wouldn't use any other product.

 
 

Joy from Cold River Associates, LLC
Specialty: Bankruptcy
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Clio

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like the fact that you can flag matters to be followed up with later. And you can send messages to other users.

Cons

Find the statement process to be very redundant. Takes too many steps to send out monthly statements.

 
 

Erin from Fischer, Rust & Stock, PLLC
Specialty: Estate Planning
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great Software!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I wish there was a "do not bill" feature so that i can void a time entry easily without loosing the complete record of the entry or having to write it off.

Pros

There are so many useful features to this software including document storage and lookup to client information access. It is very user friendly and easy to navigate with the easy to use tabs. Customer service is excellent as well, always friendly and willing to assist with any questions or problems i may have.

Cons

My only con is the billing aspect. I wish there was a "do not bill" feature so that i can void a time entry easily without loosing the complete record of the entry or having to write it off.

 
 

Sherry from Brusniak Law, PLLC
Specialty: Tax
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Great software for some firms.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very intuitive and user friendly. Simple to learn and use. Customer service has been great - very friendly and easy to understand.

Cons

Not very flexible. The reporting is simplistic which would work for very small firms but if you are looking for good analytics, this is not the program for you. The syncing between Quickbooks online has been "broken" for close to three months now so everything has to be double entered and I have not heard back from them with an ETA of when it will be fixed.

 
 

Lauren from UT Law
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Great for tracking billable hours/projects

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Used this product as a law clerk (i.e. Learned how to track billable hours on this product) Very easy to learn, easy to keep track of individual projects and track progress

Pros

Easy to learn. Easy to add hours/projects/keep track of contact info for clients

Cons

Can be difficult to navigate between clients/projects at first

 
 

Megan from Frank Lyon, Atty
Specialty: Bankruptcy
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Clio is the Best!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Fantastic legal software... Extremly easy to use. The tech support is the best I have ever used.

Pros

Everything

Cons

Their conference is too short.

 
 
 
Showing 1-20 of 212

Jessica from Northwest Advocacy Foundation

February 2018

February 2018

A bit pricey, and poor customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I very much liked that it was so inclusive ¿ calendaring, time tracking, tasks, billing, etc. all being in one place is very helpful.

Cons

This is not about the software, but in my opinion, service is just as important as the product itself, and I unfortunately found Clio's customer service to be lacking. As my trial was coming to an end, I received a sales phone call at 6am, and the representative was pressuring and rude.

Review Source: Capterra

  Response: Themis Solutions, Themis Solutions Inc.

Date: February 2018

February 2018

 

Hi Jessica,

I'm very sorry to hear about your experience with our team¿it's certainly not emblematic of the experience we aim to provide to our customers, trial or otherwise. Our customer service department is widely regarded as one of the best in the industry, so this interaction is definitely something I'd love to hear more about. If you'd like to discuss, please feel free to send me an email at derek.bolen@clio.com.

Thanks, Jessica¿appreciate you taking the time to share your experience!

Derek
Senior Manager, Customer Marketing

 

Bonnie from Cummings and Kennedy Law Firm, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Clio is so easy to use and integrates with other software to create a streamline legal practice.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our clients can pay online now and we can easily update matter information. All our the necessary documents and information is available anytime on mobile devices so if the information is needed while in court, it's easy to access.

Pros

It's easy to manipulate and the customization allows us to confirm it to our needs. There are several options to set up fields and it's easy to create custom documents.

Cons

During a software integration, we lost an entry field and are having difficulties retrieving it. W didn't lose the content in the existing matters, but now, that content won't populate in our documents. All of our existing clients are affected.

Review Source: Capterra
 

Mayur from CloudAct CPA Professional Corporation

February 2018

February 2018

It's an awesome product. Very easy to use and saves significant amount of time.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Practice Management Features. Clio produces an opportunity to run the law from your smart phone or tablet from anywhere, anytime. You're no longer required to be in the office to get work done. The flexibility and user friendly functions of Clio increases efficiency for a modern law firm.

Cons

Integration with QBO and Xero needs improvements. Clio is still primarily a practice management tool, thus requiring a separate accounting/bookkeeping software like QBO/Xero.

Review Source: Capterra
 

Kimberly from Health, Wellness and Fitness

February 2018

February 2018

This software has changed the way I manage clients and time in the most efficient way.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

I am able to track time spent on a matter right as I am working, instead of going back in at a later time and guesstimating. No more lost time or hours spent calculating my own time.

Cons

I do not like how text snippets are not universal between all users. Each individual has to go in and add their own text snippets in order to use them which seems redundant.

Review Source: Capterra

  Response: Themis Solutions, Themis Solutions Inc.

Date: February 2018

February 2018

 

Kimberly, thanks so much for the kind review! We're glad to have had such a positive impact on your practice.

 

Gregory from Law Office of Gregory S. Sconzo, P.A.

February 2018

February 2018

Clio has some amazing features but can be better

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The document merging feature and the ability to track time/expenses have made it so that my firm functions efficiently and effectively.

Cons

Accounting and notes features leave a lot to be desired. Document storage also needs vast improvement to be effective.

Review Source: Capterra

  Response: Themis Solutions, Themis Solutions Inc.

Date: February 2018

February 2018

 

Hi Gregory,

Thanks for the review! We'd love to hear how we could improve the accounting and document storage features for you¿please feel free to shoot me an email so we can discuss!

 

Kay from Rivas Goldstein, LLP
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Easily move between billing, calendar and contacts platforms.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Connecting information across the board for our law firm makes it easy when multiple people are assigned to a case.

Pros

Easily add, edit and/or delete calendar entries and share with others. I very much like the ease in adding billable time and expenses.

Cons

Case contacts - adding, editing, and assigning a new contact is a clunky procedure that is not intuitive.

Review Source: Capterra

  Response: Themis Solutions, Themis Solutions Inc.

Date: February 2018

February 2018

 

Hi Kay, thanks so much for the kind review! I'm glad you're seeing value out of Clio¿would definitely love to hear how we could improve contact assigning. Feel free to reach out!

 

Shari from KSB School Law
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Easy to Use!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

EAsy to use and easy to teach to new users

Pros

I love that it is easy to navigate and find what you are looking for. Adding clients is easy, entering time is easy, reports are easy, etc.

Cons

I would like from the "Bills" screen to be able to check a bunch of them and "record payment". Then from there be able to enter the amounts paid.

Review Source: Capterra
 


January 2018

January 2018

Clio has made my practice more efficient and less stressful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The software is cloud-based, and therefore is platform agnostic -- this makes it easier to onboard new attorneys and to permit a bring-your-own-device policy

Cons

The New Clio rollout has had some hiccups in the time keeper, which can reset or lose time occasionally

Review Source: Capterra
 


January 2018

January 2018

Basic and easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It's easy and intuitive for staff to figure out. Because it's built for lawyers, it seems like there's very little training time involved. Their customer support is also outstanding.

Cons

Clio promotes a few features that really aren't very useful. Document automation is really just mail merge. Tasks aren't very easy to use without comments. Notes are just a little text box on the page, without any sort of saving, formatting, or any other features that a lawyer would need when actually taking notes.

I wish they spent less money on marketing and advertising, and more on product development.

For the price, it's about 30% of my monthly technology spend. But it's nowhere near that in terms of value. I got much more value out of other software products.

Review Source: Capterra
 


January 2018

January 2018

Very solid all-in-one product for law firm management.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Cost-effective practice management / integrated payment capabilities.

Pros

It is nice to be able to handle billing, basic accounting, document management tasks in one place. It is great to be able to easily see what invoices haven't been paid, etc. on the dashboard.

Cons

I would like to be able to enter time entries in batches, across multiple matters. I would like the option for the software to be either client-based OR matter-based. And I absolutely, 100% dislike the fact that the payments function prompts only for the "new" charges on any invoice rather than the full balance due. (Meaning that past-due balances remain unpaid until the client backtracks to the original invoice.)

Review Source: Capterra
 

Josephia from Josephia Rouse Esq

January 2018

January 2018

It is organized

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It's easy to understand. I like the payment options. It's easy to do contingency personal injury cases.

Cons

I want more features. Automated client intake. Project management like asana. These features work.

Review Source: Capterra
 

Brandon from Odin Law and Media

December 2017

December 2017

Great support. Would like to see new features rolled out more often.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Efficiency.

Pros

The billing systems is intuitive and easy to use. I especially like the new ability to finalize and apply trust in one swoop.

Cons

The inability to cleanly set a contact person for each client and have that person receive the bill. The syncing with quickbooks often causes issues.

Review Source: Capterra
 

Rebecca from Wright Law, LLC

December 2017

December 2017

5 Stars, All Around

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Really. Clio makes it 1,000% easier to be a true solo practitioner. From timekeeping to billing and conflict checks to client portals, Clio has all bases covered at the click of a mouse (or the flick of your finger on your mobile device).

Pros

Clio has an easy-to-use interface with a broad selection of features and integrations. Other PM softwares are clunky and lacking. Even their app shines in comparison to other products. Clio nails customer service, too - there are a half dozen ways to self-serve and if you can't figure it out yourself, there's always the chat bot on the home screen, or the toll-free customer service line.

Review Source: Capterra
 

Kelly from LM LLP

December 2017

December 2017

Clio can be easily mastered by the technology novices

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The ease & intuitiveness of the program for people who are not comfortable using technology. Clio helped automate & streamline many aspects to my job.

Cons

Billing Invoices - should be easier to customize and include past due amount &/or retainer on invoice.

Review Source: Capterra
 


December 2017

December 2017

we've been using Clio for almost a year and it has been a wonderful addition to our practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

being able to track statute of limitations and where our clients are being referred from

Pros

the capability of printing bills easily and running reports indicating where our referrals are coming from.

Cons

there are some billing issues and report issues that I'm trying to resolve with customer service but otherwise no problems

Review Source: Capterra
 

Carol from Carol Cousten Bookkeeping

December 2017

December 2017

Excellen

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I like the Flexibility and customization for different types of law practices, It is easy to use and the customer support is great

Cons

I would like more choices on users use versus view options. There are things some users need to see but do not need to be able to add/change. Would like more options to customize reports

Review Source: Capterra
 

Bryan from Schefman & Assoc., PC

December 2017

December 2017

Accessible support, but limited fixes for known problems.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Inter connectivity with other programs, and easily shared work, assignment, and tracking, between partners and associates

Cons

The finance section is completely nonfunctional for a contingent fee practice because it calculates the fee before deducting costs. This means that the entire dashboard is uninformative and useless, because you cannot record your revenue and income using Clio.

Review Source: Capterra
 


November 2017

November 2017

Great for making a small company feel well organized

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Clio is relatively easy to use and allows small firms to stay up on billing clients, keeping track of client information, etc. Clio has allowed us to have a single service to keep track of our clients and cases. I even Like the iOS app - great for entering time, good for entering voice memos. Excellent for time entry and tracking - gives you a great many places and ways to log time so that you're less likely to miss out on tracking and billing opportunities. Good availability for cloud storage - would like to see some growth in how files can be managed once they're in Clio. Billing seems to be a snap. I like the document versioning, though I'd like to see it work a little bit more seamlessly

Cons

I wish there was a bit more of an opportunity for customization, such as marking a phone number as the individual who the contract is under when that is not the direct client, etc., and I would like to see more customization in the billing section as well. The Quickbooks integration can be wonky - doesn't always play nicely. Cloud storage can be clunky - would like a click and drag organization solution. The third party vendor solution is not particularly effective, plus it tacks on a tax for using Office 365 that is not borne by gmail users.

Review Source: GetApp
 


November 2017

November 2017

Clio has every feature you could ask for - however, sometimes they are not intuitive at first.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I like how many features it includes. It leaves me wanting for very little. The invoices look incredibly professional. The integrations fill almost any gap that Clio could possibly leave open.

Cons

Sometimes it is disorganized feeling based on how it is set up so you must make work arounds. This could just be that it is set up differently than I "would" have set it up. I wish I got more notifications: for example when a client logins or views something. There isn't even notifications if clients upload documents or send me messages. Definitely need more notification of what is happening in the software.

Review Source: Capterra
 

Samantha from The Nelson Law Firm, LLC

November 2017

November 2017

We love Clio! It has allowed our customers, attorneys, and firm to function and communicate better.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The sofware saves our company time, puts our information on the web so it can be accessed from anywhere, and overall just helps us to be more organized.

Pros

The software is easy to use, easy to understand. The help is built right into the software with their chat feature - making it easy to get help without me having to run around helping them each time. The customer service is fabulous. The company REALLY listens!

Cons

Although there are some things in the software that I wish they had, the product they have created works really well and really helps us function better as a firm.

Review Source: Capterra