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

295 Reviews of Clio

 

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Software Advice Reviews (41)
More Reviews (254)

Showing 1-20 of 41

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.

 
 

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.

 
 
 
Showing 1-20 of 254

Clare from Law Office Holly Anne Gibbons

April 2018

April 2018

Great platform for keeping our legal team connected, since we are in different physical locations.

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 updates keep getting better. At the same time, it is nice to not feel pressured into using the new modes right away. I also like being able to access it from anywhere, so when a thought hits in the middle of the night, I can check into it and get back to sleep!

Cons

When the latest new mode came out, I couldn't get to the help easily, but that has been fixed and I can't say there is anything I like least.

Review Source: Capterra

  Response: Themis Solutions, Themis Solutions Inc.

Date: April 2018

April 2018

 

Hi Clare,

Thanks so much for the great review! We're glad you appreciate the efforts we've made to improve the product¿happy we literally help you sleep better at night ;).

Thanks for being a Clio customer!

 

Cindy from Redmond Law Firm, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Easy to learn with excellent support on line. Love that.

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 quickly add new clients, enter time, enter expenses and billing. Everything you expect from this type of software, you definitely get and something even more important, ease of use.

Pros

The ease in which you can immediately start using and utilizing this product. The overall product is good and when you can teach older "dogs" these new tricks, that is just great.

Cons

I do not have anything today that I like "least" about this product. If we have an issue you can talk on-line with someone immediately and get the assistance you need. And if that doesn't work for you, a telephone call and simple enough. And they follow-up with you about your experience.

Review Source: Capterra

  Response: Themis Solutions, Themis Solutions Inc.

Date: April 2018

April 2018

 

Hi Cindy,

Thanks for the high praise for our product and support team. We're glad we're helping you be more successful at your firm.

 

Jason from Ledger Square Law P.S.

April 2018

April 2018

Our firm (11 attorneys and staff) has been a satisfied Clio customer since 2015.

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 quick learning curve to on-board new firm attorneys and staff. Functionality is very good for timekeeping and billing. Integrations with LawPay and with Xero for our accounting have been great.

Cons

Still don't look forward to month end billing as it is very time consuming, but the newer version of Clio is much improved.

Review Source: Capterra
 

Carol from Hill & Watchko, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Customer service is top notch.

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

Easy to navigate. Love the tasks, it keeps us organized and professional with follow-ups with clients

Cons

Cannot create individual trust listing report per attorney. This slows us down a bit when we review billing. Billing profiles are associated with client, it would be better from a billing standpoint to have it associate with the matter (we have several clients with several matters, which are billed differently)

Review Source: Capterra

  Response: Themis Solutions, Themis Solutions Inc.

Date: April 2018

April 2018

 

Hi Carol,

Thanks so much for your feedback regarding our product! We're glad to count you as a customer. I've passed your suggestions regarding trust management on to our product team. Hope that helps!

 

Jill from Jill M. Metz and Associates.

April 2018

April 2018

I wish this type of program was available when I first started 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 amount of information about a client matter that is at a click of a mouse. It allows us to keep on top of client matters and remember what has been done when a client calls.

Cons

Finding good programs that interface well with Clio. A interface with quick books would cut down on time.

Review Source: Capterra
 

Stefanie from Hickey Hauck Bishoff & Jeffers, PLLC

April 2018

April 2018

The software was easy to learn as first time user. The dashboard is 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 dashboard makes navigating the software easy. As a first time user I have not experienced any problems entering data or finding the features and functions I need.

Cons

I have not experienced a feature or function of the software that I like least. I am not the administrator and use the software for a limited purpose.

Review Source: Capterra
 

Anna from Fisher & Kong LLP

April 2018

April 2018

Clio is very user-friendly and has great customer service.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Clio is simple to use, with a well-designed user interface. Webinars and instructional videos make it easy to learn about new or previously unused features and take full advantage of the site. The customer support is always friendly and skillful at answering questions and resolving issues!

Cons

I wish that Clio would allow users to set more default settings that would allow users at small and large firms alike to have a customized experience that maximizes convenience and saves time on administrative tasks like recording payment on invoices and specifying matter settings.

Review Source: Capterra
 

Eugenio from Mathis Law Office LLC

April 2018

April 2018

I have used Clio since I opened my office and it is fantastic.

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

Functionality, simplicity and cost. As a newbie to office management software I was apprehensive about this technology, but my fears went by the wayside with this product.

Cons

I am used to the old Clio and prefer that version. The new version is sleeker but I think the old version worked just fine.

Review Source: Capterra
 

Kelte from Elder Law Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Could not run efficiently without 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

Client time management and tracking, calendar, task reminders, client online portal, billing, etc

Pros

Super easy to you, very organized, great features for our small law firm! Love the software! Love the time tracking feature and task reminder! New Clio Connect, client portal, has been extremely popular with clients!

Cons

Would like to be able to just edit "one event" of a reoccurring event in the calendar without having to delete and re-create event!

Review Source: Capterra
 

Rudy from Law Offices of Rudy H. Lopez, APC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Wonderful to use! Highly recommended.

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. The integration of TyMetrix is amazing. Thank you!

Pros

The ease of use of the software is amazing. I was on MyCase and transferred over as I could not use TyMetrix on the other software. Highly recommended!!!

Cons

Nothing really. It is easy to use, and wonderful to work with. If anything, I think it's somewhat sterile, but overall, I have no issues with it at all.

Review Source: Capterra
 

Sjak from Advokatoriet AS
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Clio is simple, reliable and easy to work with, in our offices, in court and on the fly.

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 most important issue for us was to be able to work on the fly, through a reliable mobile app. We also had to take GDPR into consideration.

Pros

Speed, overview of our firm's ongiong and previous matters and always accessible, no server connection issues.

Cons

Document editing. It is no secret: We wouldn't have opted for Clio without the Alpha Drive addon for easy document production.

Review Source: Capterra
 

Michael from Fleishman Law, PLC

April 2018

April 2018

It has made my practice far more effecient.

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 easy hyperlink movement and ease of use. I like the ability to easily create tasks that are linked to each matter. I like the billing platform and the ease at which I can invoice clients.

Cons

It has a few bugs that need development attention but nothing that would keep me from continuing to use it.

Review Source: Capterra
 

E Jason from Law Office of E. Jason Leach, PLLC

April 2018

April 2018

Excellent 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
Pros

One-stop solution for running your practice. Nice interface, and excellent integrations with 3rd-party services. I looked at several different solutions, but in the end, Clio had more functionality and polish than other options.

Cons

Somewhat of a learning curve. Could be intimidating to someone that has no experience with billing/ accounting software.

Review Source: Capterra
 

Matthew from Baldwin Maples & Williams, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Clio is the top of the line practice management software for lawyers.

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

Managing my firm.

Pros

That I can do everything from track my time to manage the balance in my trust account without using multiple apps or software.

Cons

That there is not an option for expenses to be paid before attorney hourly time. This is important for small businesses (small firms).

Review Source: Capterra
 

Andrew from Christopher J. Smith, P.A.

April 2018

April 2018

Awesome software, great ease of use, good customer service, new features are always being added!

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

Mobile access, ease of use, multiple useful features.

Pros

CLIO is an easy to use full service case management software package. We literally have no limits with this platform. We love using the time feature, creating new template for efficiency, and the integration with tons of other applications. I like the ability to switch back and forth with the new interface, and If we do have questions, the customer service has always been great.

Cons

The biggest issue I have is technical. Sometimes the servers will be busy and we can't access our documents through CLIO or other times we won't be able to generate documents due problems in the cloud. These problems never last long (maybe a few hours), but we rely on this software a lot so it can be a big deal when it happens. Nothing is perfect and we don't encounter these problems often.

Review Source: Capterra
 

Phillip from City of Chattanooga - City Attorney's Office

April 2018

April 2018

Good experience and access while in court as long as there is a wi-fi connection.

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 calendaring events and to-dos on the fly when out of office. I do not use the billing function in our office but the case management features are great. We love being able to have an electronic version of our pleadings on file by upload during trials.

Cons

My assistants do wish that you had the ability to make changes to events and to-dos for multiple people at the same time. We have also had some difficulty in losing events if we do not have wi-fi connections when we try to insert calendar data.

Review Source: Capterra
 

Carony from Law Office of Brian E. Soriano

April 2018

April 2018

Valuable case management program for a solo practitioner at a fraction of the cost.

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

Here are all of the awesome features: billing, case management, contacts, document upload, bank account management, including IOLTA Account, financial metrics, and reports. I understand Clio now offers court calendar deadlines. That alone is worth the price of Clio if anyone had to calculate deadlines manually or have had a very expensive court calendaring program. I haven't tried it yet because I don't pay for the highest tier.

Cons

Calendaring. I hate having to manually put in everyone's reminder dates for deadlines. I have to do this for every calendar entry. If I was calendaring pretrial deadlines, I'd be spending a half day calendaring. If there was a way to do batch reminders for a certain case, that would be ideal, especially if the same people are assigned to one case and the reminder (tickler) deadlines are the same across the board.

Review Source: Capterra
 

Michael from Michael E. Bryant, Attorney at Law
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

I have been a user for approximately 3 years. My secretary and I each have an account.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

streamlined and organized practice management. Makes my life easier, which is all that matters.

Pros

It is easy to use and intuitive. it incorporates everything all in one place. There isn't any practice management activity I can't do with it.

Cons

The billing function is slightly cumbersome compared to other platforms I have used in the past. It has features that are geared towards a larger firm, and can get in the way at times.

Review Source: Capterra
 

Natalie from The Solution Law Firm, PA
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Clio has helped my firm stay organized and efficient.

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

see review

Pros

What I like most about Clio is all of the integration options it has. That was key and what put Clio above the rest.

Cons

What I like least is really just a personal preference, but it's that the phone numbers don't automatically format. I also think the billing part could be a little better so that it is easier to view your entries and make edits.

Review Source: Capterra
 

Annette from Jeremy A Bartley, Attorney at Law

April 2018

April 2018

very easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

the integration to all files is very helpful along with the reports that you print to log your activity for the day

Cons

I am still learning my way around the software and would like to learn more. I need more training videos

Review Source: Capterra