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

233 Reviews of Clio

 

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Software Advice Reviews (35)
More Reviews (198)

Showing 1-20 of 35

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.

 
 

Barney from Law Office of J. Barney Witherington IV
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Frustrating for the Most Common Tasks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I used both Amicus and PCLaw prior to Clio. Clio has a sharper look and is better than the others for ease of locating and reviewing documents and prior log entries. HUGE DOWNSIDE is that one of the most common tasks for attorneys, logging and billing phone entries, requires you to enter into multiple screens and fill out the same information twice. You also cannot run a timer on the same screen as the phone log!? You are required to do timer on a separate screen and enter the information all over again. It is also quite obnoxious that you cannot see the phone number of the contact you want to dial on the same screen as the phone log, forcing you to enter the contacts screen, jot down the number, and then go into the phone call screen. Although these things may seem minor, they translate into a great deal of wasted time each day. Even PCLaw, which was quite primitive, had these problems solved.

Pros

Sharp appearance and easy access to your data. Per my assistant, the ease of billing is superior to others. Customer support was responsive and sympathetic, albeit unable to help.

Cons

Far too much time wasted having to enter multiple screens for simple tasks that should be available in one place.

 
 

Wendy from Howanski, Meadows & Erdman, LLC
Specialty: Divorce
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Clio

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, Clio has made the billing part of our small firm SO MUCH EASIER!

Pros

I love that I can bill from home.

Cons

I don't like that you cannot apply one payment to multiple invoices.

 
 

Sean from Robichaud's
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

The only way to practice law in 2017

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Clio is an essential asset to our practice. We have found the app intuitive yet advanced. We have recovered significant amounts of fees as a result of using the practice management software.

Pros

Technologically advanced, easy to use, and affordable.

Cons

It would be so amazing if it had accounting integrated. Also need better larger picture overview of firm billings and financial analytics.

 
 

Deborah from Hunt Ham, PLLC
Specialty: Family
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Love it !

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, I am very, very pleased with Clio. It is been helpful in my practice in a multitude of ways. It has excellent practice management; I like the way you can access so much information about one client under their matter: calendar; all financials; etc. Also helpful to obtain reports on the firm, staff numbers, client billing, etc.

Pros

I like that the specific calendar for each matter comes up in that case/matter. Ease of use. Tutorials available. Ease of time entry. Ability to send tasks to colleagues.

Cons

When entering documents under CLIO, there is no way to put docs in order by entry date (have to go in through DropBox.

 
 
 
Showing 1-20 of 198


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
 

Shannon from Law Offices of Stephen C. Brown & Associates

October 2017

October 2017

I have used two other leading legal software programs and Clio knocks them out of the park.

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

What do I NOT like about this software. It is easy to use, everything I need is just a click away. Everything in the program works together. You can run your practice from anywhere in this cloud based program.

Cons

There could be shortcuts for certain items in certain places and every time I make a suggestion, Clio says it is a shortcut they are working on.

Review Source: Capterra
 

Carrie from Brad J Davidson Law Firm, PC

October 2017

October 2017

This is so much easier than every other practice management/billing software I've used in 20 years.

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

1) Very easy to use; 2) can access from anywhere; 3) no learning curve; 4) easy to set up; 5) easily customizable and layout/setup changes can be quickly made and reversed with no negative effects; 6) integrates with our accounting software; 7) customer feedback directly effects changes in the software; 8) every part of our practice can be integrated into Clio to allow us to work from literally anywhere that has an internet connection, enabling freedom to leave the office without carrying bulky paper files or worrying about our VPN connection.

Cons

Let me preface by saying that I know there are many improvements being made in the software at this moment, which I will expect will fix my complaint. I really wish the reporting options gave more freedom and flexibility. There are custom reports that I wish that I could run as well as running some available reports with different sort or filter parameters. Currently, I have to run dozens of the same report using the filters allowed to get a couple pieces of data off of the last line of a 25+ page report.

Review Source: Capterra
 


October 2017

October 2017

2 years experience working at a bankruptcy firm

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

Easy to keep track of client updates within a large firm where multiple clerks and attorneys worked on the same client files.

Cons

Once in a while the notes do not save properly; automated letters cannot be 100% trusted for accuracy.

Review Source: Capterra
 

Bradley from Anchorage Estate Planning and Probate Services, LLC
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

I have used two other firm management software packages. This is the best of the three.

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

Organization

Pros

The best feature is that the data is in the cloud, so syncing across devices is automatic or access from a new device is easy.

Cons

It would be nice if there was desktop software that locally stored the database and synced the database to the cloud whenever connected to the internet. If the internet goes down - a lot of lawyers are SOL. This is a major concern in places (like where I live) where natural disasters can be expected.

Review Source: Capterra
 

LINDA from Law office of Linda M. Gantt

September 2017

September 2017

I have enjoyed using Clio, support great, but too expensive

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

At the time I purchased this I was using another package. Clio was web based and much easier to use.

Cons

It is too expensive for solo.

Review Source: Capterra
 

Justin from KLG

September 2017

September 2017

Been a customer for several years

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

Ability to manage case load, share documents with clients through ClioConnect system, manage bills in same system

Cons

Cost to upgrade plan to use features when operating in a small firm, doubt all users can use all of the features offered

Review Source: Capterra
 

Jerry from Law Office of Jerry Rios

September 2017

September 2017

Great software that is the foundation for everything that I do

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

Love how easy it is to use and how the company is always trying to make it even better. There are so many things that save time and money each month. Pays for itself on day one.

Cons

Lack of e-mail integration is the only thing that I wish that it had built in, but its not a huge deal.

Review Source: Capterra
 

Chelsea from DeVries & Associates, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Clio is an awesome cloud based practice management software!

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

Clio saves our firm time and money every day. We use it for just about everything!

Pros

Clio is great because it puts everything in one place and it integrates with tons of other apps to make life at the firm easier. It's a one stop shop for keeping track of the calendar, contacts, billable time, expenses, notes, and for saving and sharing correspondence and court documents with our clients. You can filter for just about anything and there are plenty of reports available as well. We also use Clio for billing and keeping track of client trust accounts. Overall, Clio is a great program and it saves our firm a ton of time and money!

Cons

My least favorite thing about Clio is the billing software. For our purposes, it just isn't very user-friendly. We have many clients with multiple matters that need to be billed separately and there's no way to compile all of the invoices for the same client and email them with a single payment link, which leaves us to download and email them separately with a payment link for LawPay (and then we have to individually record each payment). I think for most firms this wouldn't be a problem, but in our case, it takes extra time.

Review Source: Capterra
 

Stephanie from Susan Harman-Scott, Attorney at Law, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

We started using Clio when we started a new law practice. Looking for "mobile" capability.

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

This software has allowed growth in our practice, mobile capability and the capability to share information instantly.

Pros

It's in the cloud! No matter where we are, if we have cell service or internet we have our files at our fingertips. It has enabled us to practice anywhere in the state.

Cons

Changing pre-populated forms can be time consuming. I would like to see the intake portion more customizable, some files all I need is a name, contact info and type of file.

Review Source: Capterra
 

Chilwin from Ascendion Law

September 2017

September 2017

Couldn't practice without it. Excellent customer online and telephone customer support.

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

Can practice anywhere, anytime, with anyone. Super easy to use. Has the features needed most in a law practice - ticklers, deadline management, meeting management, timekeeping, trust accounting, integrated invoicing system. The automated document management system allows makes many of our back office functions and production systems much more efficient. Really appreciate how Clio integrates with major cloud software such as Box, Zapier, Quickbooks, etc.

Cons

Old code and an architecture that feels like it was built 10 years ago - which it was. Constantly needing to refresh the screen to get up-to-date information. User pathing for many common tasks are not intuitive. Project management is terrible - a poor cousin to other software such as Smartsheet. Their "Tasks Chains" is a weak substitute. Most of all, as my firm grows beyond 2 lawyers, Clio's solo-centricity is becoming a problem as it lacks the more sophisticated user-access controls and archiving features found in sofware built for larger firms. I AM told that the #NewClio will fix many of this. Would like to update this review once that new platform is released.

Review Source: Capterra
 

Brad from Pearce Law PLLC

September 2017

September 2017

Clio is the industry standard for a reason -- it works.

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

1. Easy timekeeping. Clio's timekeeping system is easier than what I was using at BigLaw.
2. Easy bill generation and editing. I can't say enough about this.
3. Easy invoice tracking. 5 minutes a week.

Cons

1. I wish Clio were easier to integrate with Mac apps such as Fantastical, OmniFocus, Contacts, and Evernote. I use these apps, and Clio, daily. I'm aware of third-party integration apps, but I'm not a big fan of having the user create (and, far more often than not, fix) the integration.
2. I wish that Clio had a contacts section devoted to adverse parties. That would make it easier for conflict of interest reviews.
3. I would like more tutorials so that I can better use Clio's features. Sometimes I feel like I stumble across useful features that I've wanted but didn't know existed on Clio.

Review Source: Capterra
 

Camille from Richard L. King, Attorney at Law
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

I've had a great experience using Clio. It lessens wasted time compared to only using paper files.

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

More time to focus on actual work product.

Pros

I like Clio's ease of use, and the ability to quickly store and look up information about a matter. A lot of Clio is customizable to a firm's preferences or specific needs which is great. The customer service team is helpful and knowledgeable.

Cons

It's not 100% customizable, but software rarely is. Some pieces of information can't be deleted once a user deactivates their account which can cause minor issues.

Review Source: Capterra
 

Justin from GoldenbergLaw, PLLC
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Good For Legal Case 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

Legal case management

Pros

Incredibly easy and intuitive software to use. Allowed our firm to cut out a lot of software training and better focus on client needs with this simple but effective solution

Cons

The reporting features leave a lot to be desired and could be vastly improved. Our caseload is our livelihood, and we need a better way to analyze all of our data on a macro level.

Review Source: Capterra
 

Elan from The Weinreb Law Firm, PLLC
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Clio - Great Law Practice Management Software

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

Ease of use and tremendous time savings at a reasonable price.

Pros

For a solo to small law practice, Clio is a wonderful law practice management suite, offering many different features and integrations with third-party products such as FundBox.

Cons

Clio occasionally crashes (about once every ten times) and also does not offer exporting of invoices to Word. This is not a big deal, as I can convert a PDF file to a Word file, edit it, and then reconvert it back to PDF, but it would be nice if I did not have to undertake these steps.

Review Source: Capterra