Where does Clio store data?

Clio securely stores all client data in the cloud using enterprise-grade data centers with continuous vulnerability monitoring. The platform implements multiple layers of security protection and adheres to rigorous standards, including HIPAA, SOC2, and PCI compliance, to ensure maximum protection of sensitive legal Information and communications.

Clio combines practice management, client intake, billing, and document automation in one platform. The software offers features for time tracking, case management, and client communications, while maintaining high security standards and providing reliable customer support.

How many attorneys use Clio?

While specific user numbers aren't publicly available, Clio serves law firms of all sizes, but it's particularly popular among small practices, according to the high volume of Software Advice reviewers that are from small firms. The platform supports both solo practitioners and growing firms with scalable features that adapt to different practice areas and team sizes across the legal industry.

Clio primarily serves small and midsize law firms across various practice areas, including family law, criminal defense, civil litigation, and corporate law. It's especially popular among smaller firms, providing comprehensive practice management tools that can scale as firms grow their operations.

Yes, Clio employs industry standard encryption protocols to protect all client data and communications. The platform maintains strict security measures, including continuous monitoring, regular security audits, and compliance with major security standards such as HIPAA, SOC2, and PCI requirements to ensure data protection.

Updated February 20, 2025 at 3:07 PM

Clio 2025: Benefits, Features & Pricing

Written by Eduardo Garcia

Content Analyst

Edited by Mehar Luthra

Team Lead, Content

Software Advice offers objective, independent research and verified user reviews. When our advisors match you to a software provider, we may earn a referral fee.

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Our Sales Tracking Software selection experts can help you in 15 minutes or less.

On this page

Our Summary
Pricing and Plans
Features
Integrations
Key Sentiments
User Reviews
Frequently Asked Questions

Our Summary

Clio

4.7

(1674)

Pros:

Legal practice management
Efficiency improvements

Cons:

Reporting limitations
High pricing

Pricing

Starting at $49.00 per month

What is Clio:

Clio is a cloud-based legal practice management platform that centralizes law firm operations. The software combines case management, billing, document automation, and client tools, allowing legal professionals to track billable hours, manage documents, and collaborate through secure access.

Why we like Clio:

Clio ranks as the best software for small firms in our best legal case management solutions list for 2025. It has highly rated billing and time tracking capabilities, plus comprehensive case management tools. The intuitive dashboard and secure client portal help firms maintain efficient workflows.

Who should use Clio:

Clio is used by small law firms and solo practitioners, evident in the fact that 80% of Software Advice reviewers who rated Clio have one to 10 employees. The platform scales from solo practitioners to growing firms, making it an option for practices seeking an all-in-one solution for client intake, case management, and billing.

Clio Screenshots

Clio Overview

With Clio, legal professionals can simplify every aspect of their law firm operations, from billing to communication, document management, client intake, and beyond. The software aims to provide everything a law firm needs in one centralized platform, ensuring efficiency and effectiveness in legal processes.

Lawyers can access and manage their work in one central system - with matters, contacts, documents, billing, payments, and everything you need in one place. Schedule a live demo to learn more.

Clio's software suite encompasses a range of features that cater to the div...

erse needs of law firms. These include Law Practice Management, Client Intake & CRM, Document Automation, Legal Accounting, and a variety of Apps & Integrations. With over 250 integrations to choose from, users can seamlessly connect with third-party tools to enhance their workflow and efficiency.

For managing the firm, features such as Calendaring, Case Management, Collaboration, Contact Management, and Task Management provide essential functionalities for organizing and tracking tasks, appointments, cases, and client communications. The software also offers capabilities for Financial Management including Accounting, Billing, Financial Reporting, Online Payments, Time & Expense Tracking, and Trust Account Management, ensuring accurate financial processes.

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 creation, electronic signature capture and more.

Security is a top priority for Clio, with every byte of client data securely stored in the cloud. The platform adheres to industry-leading security standards, including continuous vulnerability monitoring, HIPAA, SOC2, and PCI compliance. Additionally, Clio's award-winning support team ensures personalized assistance and comprehensive training resources for users.

The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.

Clio Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

EasyStart

$49.00

Up to 3 E-signatures per month. $49/user/month (billed monthly) and $39/user/month (billed annually)

EasyStart Includes:

Online payment options
Time tracking and hourly billing
Calendar Management
Task Management
Email and e-signature integrations

Essentials

$89.00

Up to 15 E-signatures per month. $89/user/month (billed monthly) and $79/user/month (billed annually)

Includes EasyStart, plus:

Collaboration tools
Automated scheduling and reminders
250+ integrations
Collaboration

Advanced

$129.00

Unlimited E-signatures per month. $129/user/month (billed monthly) and $109/user/month (billed annually)

Includes Essentials, plus:

Case progress tracking
Full document search
Unlimited e-signatures
Live onboarding and priority support

Complete

$159.00

Unlimited E-signatures per month. $159/user/month (billed monthly) and $139/user/month (billed annually)

Includes Advanced, plus:

Appointment booking automation
Data collection with online intake forms
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Our Analysis of Clio's Pricing Plans

Clio offers a range of pricing plans designed to suit the needs of different law firms. We've delved into the details of each plan to help you determine which one aligns best with your practice's requirements. By understanding the advantages and limitations of each option, you can make a well-informed decision that supports your firm's growth and success. Clio provides four distinct pricing tiers:...

EasyStart, Essentials, Advanced, and Complete. Each tier is tailored to accommodate varying practice sizes, budgets, and feature preferences, ensuring that you can find a plan that fits seamlessly into your workflow. __EasyStart Plan__ Clio's EasyStart Plan is perfect for solo practitioners or small firms just starting out. At $39 USD per user per month, it provides essential practice management tools without breaking the bank. Key features include time and expense tracking, various billing options, online payments, unlimited document storage, e-signature capabilities, and seamless integrations with Gmail and Outlook. __Pros:__ Budget-friendly: The affordable monthly fee makes it accessible for firms with limited resources. Comprehensive basics: Covers fundamental practice management needs for smooth operations. Ample storage: Unlimited document storage ensures you won't run out of space for important files. __Cons:__ - __Limited advanced features:__ May not suffice for firms requiring more sophisticated functionalities. - __Basic integrations:__ Integrations are limited to Gmail and Outlook, which might not suit everyone. - __No live onboarding:__ Lacks personalized training, which could lead to a steeper learning curve. __Essentials Plan__ The Essentials Plan, at $79 USD per user per month, is designed for growing firms that need to streamline client communication and document management. It includes all EasyStart features plus a secure client portal, text messaging, document templates, court calendar rules, virtual desktop drive, and access to over 250 apps and integrations. __Pros:__ - __Enhanced client engagement:__ Secure portal and text messaging facilitate efficient communication. - __Streamlined document creation:__ Templates and virtual desktop drive simplify document management. - __Extensive integrations:__ Wide range of apps and integrations enables customization and flexibility. __Cons:__ - __Higher cost:__ The monthly fee might strain the budget for cost-conscious firms. - __Learning curve:__ Utilizing all features effectively may require significant time investment. - __Potential app overload:__ The sheer number of integrations could be overwhelming for some users. __Advanced Plan__ Priced at $109 USD per user per month, the Advanced Plan caters to established firms seeking robust practice management capabilities. It builds upon the Essentials Plan with matter stages and advanced tasks, full-text document search, unlimited e-signatures, financial and productivity reports, live onboarding training, and priority support. __Pros:__ - __Comprehensive matter management:__ Advanced features enable efficient case handling and organization. - __Powerful search functionality:__ Full-text document search saves time and improves productivity. - __Insightful reporting:__ Financial and productivity reports provide valuable data for informed decision-making. __Cons:__ - __Steep price point:__ The higher monthly cost may not be justifiable for firms with tighter budgets. - __Feature complexity:__ Advanced features may have a steeper learning curve for some users. - __Potential underutilization:__ Firms with simpler needs might not fully leverage all the sophisticated tools. __Complete Plan__ The Complete Plan, at $139 USD per user per month, is tailored for thriving firms looking to automate and optimize their client intake and lead generation processes. It includes all Advanced features plus online client intake forms, online appointment booking, automated client emails, automated intake workflows, website builder, and lead and revenue reporting. __Pros:__ - __Streamlined client intake:__ Automated forms, emails, and workflows simplify the onboarding process. - __Enhanced online presence:__ Website builder and online booking tools help attract and engage clients. - __Valuable insights:__ Lead and revenue reporting provides data-driven insights for growth strategies. __Cons:__ - __Premium pricing:__ The highest monthly fee among Clio's plans, which may not fit all budgets. - __Steep learning curve:__ Maximizing the value of advanced features requires time and effort to master. - __Potential overkill:__ Some firms may not need such extensive automation and reporting capabilities. __Conclusion__ After analyzing Clio's pricing structure, it's evident that the company provides a range of options designed to cater to law firms of various sizes and needs. For solo practitioners and small firms: The EasyStart Plan, at $39 per user per month, offers a cost-effective entry point. It includes essential features like time tracking, billing, and document storage. However, as a practice grows, the limitations of this plan may become apparent. The Essentials Plan, at $79 per user per month, provides a more robust feature set, including client communication tools and access to integrations, making it a better choice for firms looking to streamline their workflows. For mid-sized and larger firms: The Advanced Plan, at $109 per user per month, offers a comprehensive suite of features. Advanced task management, full-text search, and detailed reporting capabilities make this plan ideal for firms with higher case volumes and more complex needs. The top-tier Complete Plan, at $139 per user per month, adds client intake and lead management features, making it suitable for firms focused on growth and client acquisition. Ultimately, the choice of plan depends on a firm's size, growth trajectory, and feature requirements. By carefully considering these factors and aligning them with Clio's pricing options, law firms can select a plan that optimizes their practice management and positions them for success. Clio's flexible pricing and extensive feature set make it a compelling choice for firms of all sizes looking to modernize their operations.

Compare Pricing

Compare pricing across our most frequently recommended Sales Tracking products.

Software options

Starting price*

User rating

Clio

$49 per month

4.66(1674 reviews)

recommendations

Salesforce Sales Cloud

$25 per month

4.40(18786 reviews)

recommendations

Insightly

$29 per month

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HubSpot Sales Hub

$20 per month

4.54(475 reviews)

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Claritysoft CRM

$49 per month

4.56(176 reviews)

recommendations

*Defined as the price above any available free plan

Clio Features

Drawn from insights across 1674 verified reviews, we've outlined Clio's best and worst rated features and how they stack up against the average rating.

Clio's score

Category average

Clio's Best Rated Features

Task Scheduling

5.0

category average

For Legal Professionals

4.86

category average

Electronic Signature

4.83

4.61 category average

Clio's Worst Rated Features

Data Import/Export

3.0

4.35 category average

CRM

3.71

category average

Reporting & Statistics

3.72

category average

Popular features found in Sales Tracking
Activity Dashboard
Appointment Scheduling
Interaction Tracking
Task Management
More features of Clio
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Accrual Accounting
ACH Payment Processing
Activity Tracking
Alerts/Notifications
API
Appointment Management
Archiving & Retention
Asset Accounting
Audit Trail
Automatic Backup
Automatic Billing
Backup and Recovery
Bank Reconciliation
Bankruptcy Case Management
Billable Items Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Billing Rate Management
Calendar Management
Calendar Sync
Case Management
Case Notes
Check Writing
Client Management
Client Portal
Collaboration Tools
Communication Management
Compliance Management
Conflict Management
Contact Database
Contact Management
Contract/License Management
Court Rules-Based Scheduling
Credit Card Processing
CRM
Cross Ledger Posting
Customer Database
Customer Statements
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Deadline Management
Debit/Credit Card Processing
Docket Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Management
Expense Tracking
File Management
File Sharing
Financial Reporting
For Family Law
For iPad Devices
For Lawyers
For Legal Professionals
Forms Management
For Startups
Full Text Search
General Ledger
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Lead Management
Legal Case Management
Microsoft Outlook Integration
Mobile Access
Mobile App
Mobile Payments
Multi-Currency
Multi-Location
Online Invoicing
Online Payments
Payment Processing
QuickBooks Integration
Real-Time Data
Real-Time Reporting
Receipt Management
Records Management
Recurring/Subscription Billing

Clio Integrations

Based on 1674 verified reviews, we've identified products most frequently integrated with Clio.

QuickBooks Online

Integrated 71 times with Clio

Jason

Attorney

Used for more than 2 years

Reviewed December 2022

"I integrate Clio with Quickbooks Online to handle my law firm accounting process."

Microsoft 365

Integrated 58 times with Clio

Greg

Attorney and Owner

Used for more than 2 years

Reviewed November 2022

"Productivity and flexibility. My Clio Calender and my Outlook Calender integrate so I can always find my schedule. Clio's Outlook integration allows me to link emails to the appropriate Clio customer file. And Clio's integration with OneDrive allows me to easily update draft documents that I have saved to a Clio file."

InvoiceSherpa

QuickBooks Online

Box

+6 more

Clio Key Sentiments

We analyzed 1674 verified reviews for Clio to find out what actual users really think.

Most Positive Sentiments

Client management

63% Positive

27% Neutral

10% Negative

Users praise Clio for its client management system, which centralizes client files and information for easy access. They find the client portal particularly useful for secure communication and document sharing, enhancing client interactions and service delivery.

Law firm practice management

57% Positive

33% Neutral

9% Negative

Users value Clio's comprehensive features for managing their law firms, including case management, time tracking, and invoicing. They find the user-friendly design and remote access capabilities particularly beneficial, allowing them to manage their practices efficiently from anywhere. Reviewers also appreciate the flexibility Clio offers, accommodating various practice areas and streamlining day-to-day operations.

Client billing

57% Positive

28% Neutral

15% Negative

Users find Clio's billing tools intuitive and efficient and find that they simplify daily routines and administrative tasks. They appreciate the comprehensive features that include time tracking, trust accounting, and client information management, all in one place. Reviewers also highlight the ease of sending retainer letters, managing payments, and accessing client details.

Least Positive Sentiments

Reporting

30% Positive

39% Neutral

31% Negative

Users find Clio's reporting features useful for gaining insights and planning their business activities. They appreciate the ability to pull customized reports and access essential data for better decision-making. However, some users face challenges with reporting customization and functionality, such as limited options for creating tailored reports and difficulties in generating specific types of reports.

Email management

32% Positive

40% Neutral

28% Negative

Users appreciate Clio's integration with Outlook, which helps them manage emails and appointments more efficiently. They find the ability to save emails to matter files and track communications beneficial for their practice. However, some users experience issues with email management complexity, such as difficulties in linking emails, saving communications, and integrating with other email systems.

Document management

40% Positive

38% Neutral

22% Negative

Users appreciate Clio's document automation and file organization features, which help keep their legal documents organized and accessible. They find the ability to upload documents and integrate with other tools beneficial for their practice. However, some users experience issues with document management complexity, such as difficulties in uploading, organizing, and automating documents, which can be cumbersome and time-consuming.

Clio User Reviews

Overall Rating

4.7

Ratings Breakdown

76%

19%

Secondary Ratings

Ease of Use

4.6

Value for money

4.5

Customer support

4.7

Functionality

4.5

Jordan

4.0

Verified reviewer

Legal Services

2-10 employees

Used for less than 6 months

Review source

Reviewed September 2024

Game Changer for Our Practice

Transitioning to Clio has been a game-changer for our practice. With working out of office frequently their cloud based platform allows me to access everything I need from anywhere, which is incredibly convenient. Customer support was top notch when we called in, short wait and easy resolution. While I did experience a slight learning curve initially, the benefits far outweigh any minor hiccups. Overall and after trying out other platforms, we're going with Clio there's just no comparison!

Pros

I was really impressed with how Clio simplifies everything. I was searching for a replacement for my previous legal management software and came accross Clio and thought we'd give it a try. It's truly a breath of fresh air compared to what we're used to. The ability to automate client intake and manage cases has made our work much more efficient. Also the integrations with other tools we already use made it so it wasn't like starting from scratch.

Cons

The mobile app seems to have limitations compared to the desktop version, which can be frustrating when traveling and accessing information on the go. I called into support and they were able to help me with what I needed though away from main workstation, and hear that the app is being improved currently.

Reasons for switching Clio

We switched from MyCase to Clio for several reasons. Clio offered a wider range of integrations and apps, which has greatly enhanced our workflow. The feature like automated client intake and task assignments save us a lot of time on repetitive tasks as well.

James

5.0

Verified reviewer

Law Practice

11-50 employees

Used for more than 2 years

Reviewed February 2025

We Love Clio's Versatility

For our dozen or so users, we work seamlessly and can find the right case detail whenever needed. Clio Support has always helped to find a solution.

Pros

Clio gives us flexibility to handle various case types while maintaining consistent practices throughout the firm. Clio has a high degree of customization, and we use several integrations to achieve our client goals. We now use Clio Duo to track down missing details and information. We also have scheduled weekly reports automatically pop into our inbox.

Cons

I would love to see an internal tool to track automatically all client related work in Clio and other apps. We now use an integrated app for that, but it has some limitations.

Reasons for choosing Clio

One reason was Clio's overall vision and the commitment to being the industry leader.

Reasons for switching Clio

We needed an effective cloud based system to keep tech advances automatically, so we eliminated a lag between MS apps and the required intergations.

Ryan

1.0

Verified reviewer

Law Practice

2-10 employees

Used for less than 2 years

Review source

Reviewed December 2024

They believe they are too big to fail....

When building out my initial matters (inputting my offline book of business), I made a typographical error. I deleted the matter and started over. That set off an entire comedy of errors. As with many case management software programs, Clio uses CLIENT numbers and MATTER numbers. The latter can be revised or overridden once entered by the user, but the former cannot. So, when I deleted the matter to start it over, I was able to revive the matter number, but the system automatically progressed to the next client number. The former client number disappeared into the ether. In the aggregate, this means multiple and inexplicable gaps in client numbers. I spent hours with Support both via chat and telephone, and apparently there is absolutely nothing that can be done--even by the highest powers that be at Clio--to right the client numbers and remove the obnoxious gaps. I proposed resetting the system to give a clean slate. That, too, is apparently beyond the technical capacity of the software developers and engineers at Clio. Thus you are apparently left stuck with your input errors in perpetuity. In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either too much for Clio to handle, or too piddly for them to care enough about to fix. If the former, that leads me to believe that the initial software design was itself outsourced and now static (cannot be easily changed in-house). If the latter, that leads me to conclude that Clio believes it is too big to fail that it can blow off its customers.

Pros

Clio is always innovating, but they do not hesitate to pass along the cost for such innovation to the customer. There is a whole suite of "add-ons" to choose from. But it feels like nickel-and-diming users for features and enhancements. Imagine if Google or Microsoft charged a fee every time there was a software update. That is how it seems to work at Clio. Don't believe the advertised price. If you want a fully-functional practice management platform (i.e., Clio Manage + Clio Grow), the price is going to be closer to $200 per month. That does not include Drafting and Duo (AI).

Cons

The machines are in control at Clio, not the humans. Certain functions, once entered and/or executed by the user, cannot be undone--even by the software developers and engineers. So you have to be triply trepidatious when entering data. If you get something wrong, your whole organizational scheme can fall into chaos. Support is outsourced, largely to India. When you call in, you get that call-center vibe, including and especially the "I'm sorry, sir, but..." mantra (the "I'm sorry routine"). They will not go the extra mile to problem-solve and come up with creative solutions to fix what is a very common issue. Clio is a captive sales scheme. They want you to invest time and money in a closed subscription-model ecosystem that, over time, will get more and more expensive--yet commensurately more difficult to disinvest from given all the time it takes to build your processes and workflows that will not be cross-compatible to other platforms. The lifetime investment in Clio will be huge. The company is based in Canada. They have no offices in the United States.

Reasons for choosing Clio

Clio has a great sales and marketing team. I had no idea the support would be so bad.

See All Reviews

Clio FAQs

Where does Clio store data?
Clio securely stores all client data in the cloud using enterprise-grade data centers with continuous vulnerability monitoring. The platform implements multiple layers of security protection and adheres to rigorous standards, including HIPAA, SOC2, and PCI compliance, to ensure maximum protection of sensitive legal Information and communications.
Why is Clio good?
Clio combines practice management, client intake, billing, and document automation in one platform. The software offers features for time tracking, case management, and client communications, while maintaining high security standards and providing reliable customer support.
How many attorneys use Clio?
While specific user numbers aren't publicly available, Clio serves law firms of all sizes, but it's particularly popular among small practices, according to the high volume of Software Advice reviewers that are from small firms. The platform supports both solo practitioners and growing firms with scalable features that adapt to different practice areas and team sizes across the legal industry.
What firms use Clio?
Clio primarily serves small and midsize law firms across various practice areas, including family law, criminal defense, civil litigation, and corporate law. It's especially popular among smaller firms, providing comprehensive practice management tools that can scale as firms grow their operations.
Is Clio encrypted?
Yes, Clio employs industry standard encryption protocols to protect all client data and communications. The platform maintains strict security measures, including continuous monitoring, regular security audits, and compliance with major security standards such as HIPAA, SOC2, and PCI requirements to ensure data protection.