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

354 Reviews of Clio

 

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Software Advice Reviews (43)
More Reviews (311)

Showing 1-20 of 43

Erika from Joseph D. Carney & Associates
Specialty: Intellectual Property
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Wonderful Product for Law Firms

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This product has been wonderful for use in a law firm. It has simplified billing and the ability to sync to OneDrive has been great.

Pros

Ease of Use
Quick Customer Service Response Time
Ability to Sync to OneDrive
Simplify Billing
Document Retention
Reports

Cons

The only con that I have encountered with Clio so far is that on occasion, we have had issues syncing it to OneDrive. Nine times out of ten, it has been a Microsoft issue though.

Review Source
 
 

Mandy from Sivia Law
Specialty: Estate Planning
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Good software for smaller law firms

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This product keeps everyone on the same page. It is a great way to assign tasks, upload documents everyone needs access to and allows you to easily track time between clients. It definitely improves workplace efficiency.

Cons

It doesn't have all of the bells and whistles as some of the more expensive software programs. It is time-consuming to set up the tasks and descriptions. You also need to be sure everyone has a clear understanding of what each task is otherwise you can have difficulty keeping accurate track of billing and conversion rates.

Review Source
 
 

Stephen from The McArthur Law Firm, PC
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Cio is literally the worst

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I run a small firm. I paid a lot of money per month for Clio. It is the worst software I've ever encountered. They lied to me so many times during setup and told me they had features that they did not. It is the most user unfriendly software I've ever dealt with. They refuse to give any refund, so I'm locked into a contract at more than /month. I'm switching to Practice Panther immediately.

Cons

literally everything. I run a small firm. I paid a lot of money per month for Clio. It is the worst software I've ever encountered. They lied to me so many times during setup and told me they had features that they did not. It is the most user unfriendly software I've ever dealt with. They refuse to give any refund, so I'm locked into a contract at more than /month. I'm switching to Practice Panther immediate

Review Source

  Response: Derek, Themis Solutions Inc.

Date: March 2018

March 2018

 

Hi Stephen,

I'd like to apologize for your experience with Clio and for any miscommunication that may have occurred. We always aim to set realistic expectations regarding account features and setup and are happy to work with our customers to find solutions, it sounds like we were unable to meet your expectations here. I wish you the best of luck wherever you end up and want you to know that should you ever be willing to try us again, we'll do our best to make it work.

Derek
Senior Customer Marketing Manager

 
 

Katie from Copeland Law PLLC
Specialty: Family
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Should have started using it sooner

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It is able to make your billing and invoices look lawyerly and send them directly to the clients with a button linked to your LawPay account. It looks like it will be easier to capture time using an app on my phone than my prior systems of keeping a spreadsheet.

Cons

It can be overwhelming how many videos you have to watch to learn how to do things. I wish it was more like an Apple product that is easy to figure out without watching training. Also, the support people will call you all of the time if you show any interest in a free trial or subscription.

Review Source
 
 

Michael from Michael L. Crofts, P. A.
Specialty: Corporate
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

New Clio's "Improvements"

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Before new Clio, the product worked great and met our needs. New Clio's "improvements," particularly with billing, added a number of useless steps and made the task or receiving a payment more time consuming and less functional. Before it was a button click to find the bill, a click to close a matter associated with the bill, and a click to "receive payment." Not now.

Cons

The "new" Clio isn't really very helpful and is less user-friendly than the previous version. And the iPad version is a joke. Try to manage bills from you iPad, even receive a payment, and you'll go right back to your desktop - or you won't be able to get the job done. This is a great case of designers and programmers not understanding how their clients work.

Review Source
 
 

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
 
 

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.

 
 
 
Showing 1-20 of 311

Carla from Law Office of Carla M. Hatoum, LLC

June 2018

June 2018

Clio helped me grow my 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

Efficiency, organization, faster billing

Pros

1. Clio is easy to learn and use. I watched the instructional videos and was able to grasp the interface essentials in a half hour. 2. It is very well organized and well-catered to legal practice. Other softwares that I have used for billing and case management are not as organized and well-catered to legal practice. 3. It has helped me to bill more efficiently. Billing is faster now, which allows me to bill more often and keep clients' bills manageable.

Cons

I have yet to discover something I don't like about Clio. The format changed a little bit this year, which required some adjustment, but I was able to learn the new format quickly.

Review Source: Capterra
 

Heather from Angeli Law Group LLC

June 2018

June 2018

The platform is easy to see and 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
Pros

You can see everything without hunting. You can see the bills in one place. You can see the accounts in one place. The reports are easy to use. I can't think of much else right now. I'm a new user. If you see below, I have some issues with billing, mostly e-billing where there are several "client ID's" and "matter ID's" that need to be on LEDES invoices. Also, some clients like to see their reference # on our invoices, so I had to make a separate bill theme for that client. It is difficult to select a bill theme for each matter - that needs to be easier to do.

Cons

There are a few things that could make some of my billing easier - mostly related to e-billing issues and LEDES invoices. I had to make a separate bill theme for some clients. It is difficult to select a bill theme for each matter - that needs to be easier to do.

Review Source: Capterra
 

Brian from Wellens & Jablon, LLC

June 2018

June 2018

Excellent service for my 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
Pros

The software is very easy to use, especially billing. I like the fact that I can log time on the phone and bill with a couple clicks.

Cons

Not sure I like the beta platform and change of tabs and labelling (eg "Time" changed to "Activity")

Review Source: Capterra
 

Matt from Law Office of Matthew D. Freeman

June 2018

June 2018

Great

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

Everything is in one place for each client and their matter including communications, time, and bills.

Cons

It takes a little tinkering to ensure the client is only seeing what you want them to and not internal communications.

Review Source: Capterra
 

Jain from CRB
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Easy to use and intuitive

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 billing and reports

Pros

That I can easily view the Firm's overall practice and client's and billings on one easy platform which is also supplemented by the App, which is great for on the go billings and client information in particular

Cons

I'd like an easy list of functions to be able to chose from when trying to get certain reports downloaded

Review Source: Capterra
 

Elisabeth from Bowers Law, LLC

June 2018

June 2018

Best practice management software I've used.

Ease-of-use

Functionality

Product Quality

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

That it's cloud-based and the phone app is easy to use. It's great for tracking time. The calendar is great to see what everyone in the firm is doing.

Cons

The billing. That is a bit confusing. I always have trouble when I want to record that a client has made a payment because it's not right there in their matter.

Review Source: Capterra
 

Josh from Troxel Fitch, LLC

June 2018

June 2018

Very valuable

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 easy to use and customer service is pretty solid. Its a great tool to stay organized when you have lots of matters at once.

Review Source: Capterra
 

Adriana from The Springer Law Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Clio keeps all of pertinent information in one place easy for us all 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
Pros

Client and related client information to check for non-compete. Notes are an essential part of each client's profile. Document sharing with our clients is a big plus, specially with clients who reside in other states.

Cons

Would like to be able to search by phone number or client name as to where they are appearing on calendar, without getting into the client's matter.

Review Source: Capterra
 

April from Graceful Aging Legal Services, PLLC

June 2018

June 2018

Love Clio!

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

It makes my firm more profitable.

Pros

Clio makes my life easier and my law firm more profitable. From the ease of timekeeping and billing, to the simplicity of form creation and getting paid. On the rare occasions I've had an issue using the software or a suggestion for how to improve it, Clio support has been very responsive and nice (especially when I just didn't follow the support instructions).

Cons

I'd like to see more options for running reports. I've had a few issues integrating with Vonage, but I'm not sure that's on Clio's end.

Review Source: Capterra
 


June 2018

June 2018

Quick, easy way to hit the ground running when you open a new law 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

I love the app and that most of the information is available via multiple devices. We were using multiple platforms which Cio has replaced -- saving both time (fewer duplication of task) and money.

Cons

I wish there was in-app editing of documents so I didn't have to rely on a third party integration (like Dropbox or One Drive) for documentation management.

Review Source: Capterra
 

David from The Law Office Of David J Dischley PLC

June 2018

June 2018

Outstanding

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

Ease of use and keeping track of all client matter, trust billing, etc. manages my Calander perfectly

Cons

Limited integration with Quickbooks and no email directly from matter that works as smoothly as my current email client.

Review Source: Capterra
 

Edward M from Edward M. Lyman, Esq.

June 2018

June 2018

Definitely not something you want your competitors to know about!

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

It's convenient, efficient, hardly any learning curve, and the user interface is well thought out. Things are where you'd expect them to be, which makes it easy to integrate into your practice. It gives me confidence that I am communicating securely with clients. It lets me concentrate more on practicing law than practicing office. I love it.

Pros

It ensures clients the absolute transparency they deserve by affording them complete access to their files 24-7 in a highly secure environment. It's feature rich and integrates perfectly with my phone network, Outlook, Law Pay, my California IOLTA attorney client trust account, and many other apps. Customer service is top notch. And the best part of it all: the price.

Cons

Cloud services are always a little nerve racking at first. But the future is here. Deal with it. Besides, I am infinitely more confident in Clio's encryption than I am with partners at small firms who dabble with attaching hard drives to their local area networks to save a few bucks at the risk of their client's privacy. Don't be one of those...

Review Source: Capterra
 

Zaheer from Bandhu Lakhani Campea LLP

June 2018

June 2018

A great product that is easy to learn.

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

Very user friendly. Easy to navigate and docketing time to files with a description is a straightforward process.

Cons

It would be useful is the product had icons for specific tasks like so that when you push a telephone icon, it automatically dockets time to a phone memo for billing purposes.

Review Source: Capterra
 

Whitney from JP COLEMAN LAW

June 2018

June 2018

Absolutely Amazing

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

We like that with our other programs that they all co-inside with each other! Everything works well together!

Cons

Sometimes its a little slow loading our documents but other than that its pretty sweet! If they could fix and make it faster that would be AMAZING

Review Source: Capterra
 


June 2018

June 2018

We tried this product for case management and it did not work out.

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 I liked most about this software was that it was web-based which eased the load on in-house servers and the management of the data as well as application on the back end.

Cons

What I liked least about this product was its integration. It struggled to live up to the promises it made initially with connecting to our billing system with a minimal additional expense. It's functionality also left a bit to be desired.

Review Source: Capterra
 

Lucinda from Bockstadter Law Office

June 2018

June 2018

Clio is very functional.

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 way the software is set up, it is very user friendly. This is a much better attorney program than what my previous employer was using. I would suggest this to all law related offices.

Cons

None at this time, I have only used Clio for about one month. I should look into some training to get more out of the program.

Review Source: Capterra

  Response: Clio, Themis Solutions Inc.

Date: June 2018

June 2018

 

Thanks for the review, Lucinda! Glad to see you're enjoying Clio so far. If you're looking for further training, Clio Academy is a great place to start: https://clioacademy.learnupon.com/store

 

Roberto from Cruz Law
Number of employees: 1 employee Employees number: 1 employee

June 2018

June 2018

I was able to hit the ground running. Thanks Clio!

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 case management software and cloud, multi platform use, and with an integrated to billing.

Pros

I can use it on several portals, like my computer, phone or tablet. I can also merge Clio with LawPay and Google seamlessly.

Cons

It's easy to use, but I would like more online training on how to use more of it.

Review Source: Capterra

  Response: Clio, Themis Solutions Inc.

Date: June 2018

June 2018

 

Thanks for the review, Roberto! Our library of training videos may have what you're looking for. Otherwise, our support staff are always happy to help you get started on our features. https://support.clio.com/hc/en-us/articles/203666620-Training-Videos

 

R. Alan from Patel | Stilwell, LLP

June 2018

June 2018

Happy Camper!

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 have in law practice for 42 years -- BC (Before Computers). I'm an early adopter of technology. I've tried many packages that purport to do what Clio does - but Clio is way ahead of the competition. It's easy to learn and easy to use. Its pretty intuitive. Ton of YouTube videos that teach discrete aspects of a wide variety of functions. I feel much more in control of my practice. I think I'm capturing more billable time because it's so easy to pop up. I also like the app for my phone so that I can add items to my work calendar from anywhere (too many used to make it onto my Google Calendar but never onto my work calendar) and I can add time when I get home after talking to a client while driving (hands-free, of course). Clio is wonderful!

Cons

I'm not having any luck thinking of anything that I don't like about the Clio software. I'm sure I'll find something, but so far I haven't found any shortcomings.

Review Source: Capterra

  Response: Clio, Themis Solutions Inc.

Date: June 2018

June 2018

 

Thank you for the review, Alan! Glad to see that Clio has served you well. We're always improving our product based on customer feedback, and you welcome any suggestions.

 

Samantha from Kilgus Law Offices, LLC

June 2018

June 2018

Loving Clio!!!

Ease-of-use

Functionality

Product Quality

Customer Support

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

What I love most about Clio is the ease of use and online tutorials, as they are quick, simple, yet thorough!

Cons

My use of Clio has only been for a short time, and thus far, I haven't found anything that would cause me not to want to utilize or refer to others.

Review Source: Capterra

  Response: Clio, Themis Solutions Inc.

Date: June 2018

June 2018

 

Thanks for the review, Samantha! Glad to see you're doing well with Clio thus far. If you ever have questions or concerns during your onboarding, please don't hesitate to reach out to our support team!

 

Matt from Wexford Wills & Estates

June 2018

June 2018

I enjoy working in Clio day to day. Very simple, and easy to use for basic practice 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
Pros

The ability to add custom fields to matters is very helpful for matter management. Another amazing feature is the different app integrations.

Cons

To find something I like the least is a stretch, but here it goes.

First, I am still waiting on the ability to do installment billing. For now we have hourly and flat fees only. In a conversation with support I learned that they were working on it, and was given a workaround for the time being.

Second, I wish the top right "create new" quick access bar had a Create Task selection there. This is only critical of the desktop software as the iOS software has this ability under the quick "create new" access bar.

Review Source: Capterra

  Response: Clio, Themis Solutions Inc.

Date: June 2018

June 2018

 

Thank you for the review, Matt! We're excited to have recently announced that Payment Plans are here! This could help make your billing instalments easier: https://support.clio.com/hc/en-us/articles/360005172993