All Clio Reviews
1-25 of 1,595 Reviews
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Sarah
1 employee
Used more than 2 years
OVERALL RATING:
5
Reviewed February 2023
It has come a long way to be a leader
J.P.
Verified reviewer
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2019
Clio is the best option for a solo or small firm law practice
After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.
PROSThe Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.
CONSClio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.
Reason for choosing Clio
Largest user base and least likely to get assimilated or go out of business, forcing another vendor change.
Reasons for switching to Clio
At the time I decided to look at alternatives, in 2017, the product was getting worse, not better.
Cassandra
Legal Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
Great Product!
I have used CLIO at two other firms and brought it on to Story Law. Was the best decision we ever made. Saves us administrative time which in turn promotes productivity and profit.
PROSWe love that we have all data, participants, documents, contacts, email/communication journaling, calendaring all in one place. The mobile app is great for on the go use and tracking time when you are away from the office. The client portal is a great tool for tracking what the client has provided and what is still needed. The time Clio saves us in administrative work has been invaluable.
CONSMapping with Quick Books does not match up the best. Some of the integrations are still work in progress. No integration with MyPleadings.
Reason for choosing Clio
Ease of use. All-in-one solution. Timeslips is a completely separate systems resulting in double-entries and lost time. Clio is easy to navigate and understand.
Reasons for switching to Clio
Cost effective and all our case management, billing and firm administration can be done in one program.
Lee
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed August 2017
I shouldn't have to call support every time I use a feature of the product.
Once started I was committed to use it until I have time to find a better alternative. Capterra.com was the primary tool I used to find Clio. I have concerns that the positive reviews are all fake.
PROSClio has the features I needed. I was fooled by the initial trial into thinking it would be a good fit for my firm. What use is a feature that is so complicated to find, use, and enable that I have to call support or Google how to make it work.
CONSNothing is intuitive, at first it seems like everything is going to work. Clio has all the features I wanted, or at least it seemed like it did. Once I used it for more than just the trial period, using it to manage my trust account, client billing, client communication, it just does not work. After using it for any length of time, the navigation gets tiresome and then frustrating. At every turn I find myself having to Google how to make it work. Sharing a document with a client requires several steps including typing in the client's contact info; instead of just clicking a button for share. Now my client can't enter a partial payment. What the heck? Prior to becoming an attorney I was a software engineer; I would have been embarrassed to put my name on such a product. Frankly, I don't trust the myriad of positive reviews for this product, they can't be true.
Vendor Response
Hi Lee, First of all, I wanted to thank you for taking the time to share your honest feedback with us. Hearing from our less-than-satisfied customers helps us determine what the best course of action is when improving our product. I wanted to let you know that in a little over a month we'll be launching the first ground-up redesign of Clio in the 8 years since launch. The redesign will aim to improve customer experience and app navigation as a whole, and introduce a design built almost entirely off of our customer feedback. Lastly, I wanted to assure you that all the reviews on this site are 100% accurate and come from real customers (such as yourself). Every customer's experience using Clio is bound to be different, but we encourage our customers to share honest and open feedback with us at every turn so that we can continue to evolve the world's most popular practice management software. Thanks again for your feedback! Derek Bolen Clio Community Manager
Replied August 2017
Allison
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2024
Clio Manager
Overall Clio is great for a firm who have large cases, and need a program that is a one-stop shop.
PROSOverall Clio works well, it is a very efficient online management software for PI cases. I like the fact that it is compatible with YoCierge( a medical record retrieval company) which makes case management flow easily.
CONSThe only problem I have with Clio is the facts how it process the expenses for each case.
Reasons for switching to Clio
The fact that Clio works with YoCeirgo Legal Tech, help and save time.
Concetta
Law Practice, 1 employee
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed January 2024
I love Clio - it's already helping my practice grow
Really a great experience - great product! Sales was never too pushy, and also happy to answer my questions.
PROSClio is so easy to use, and definitely a great value. I love that Clio can grow with my practice - and help my practice grow! I'm looking forward to getting other products I use to interface with Clio (like QuickBooks, etc). I'm also thrilled that I have the ability to quickly and easily get clients signed up directly through Clio, rather than having to use a third party electronic signature system.
CONSThe self-help isn't fabulous, but fortunately I've been able to get help through online chat.
Reason for choosing Clio
Clio has great pricing, and I don't feel nickel-dimed - it's straightforward, easy to use, and no one in the sales process made me feel like I was buying a used car.
Reasons for switching to Clio
I used it at my prior firm, and swore I'd never use it again. Choosing Clio was the best decision I ever made.
Galen
Law Practice, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Couldn't Live Without Clio Manage and Clio Grow
Excellent. I highly recommend Clio and it is worth the cost. I also appreciate the ongoing CLE opportunities, some of which are free.
PROSClio helped me hit the ground running when I opened my solo practice. Nearly every feature is user intuitive, and I have already been delighted to see Clio continue to upgrade its services in the two years I have used them. I couldn't survive (i.e. stay organized) without all of its features, billing, document e-signature service, and access to its partner, Proof for service of process.
CONSInitially I was disappointed that Clio Grow and Clio Manage didn't "talk" to one another. I love Clio Grow to keep track of leads and potential clients, and I like the ability to transfer a file over to Clio Manage. I didn't like that they weren't truly in sync. However, Clio has worked to solve that pet peeve and is continuing to make improvements.
Reason for choosing Clio
I was impressed by their sales presentation, the ability to track payments in the trust account and operating account, and it was highly recommended by a colleague I trust. She was not wrong. When another colleague opened her practice next door, I recommended Clio and she also loves it.
Reasons for switching to Clio
No access to government system when opened own practice
Sana
Law Practice, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2023
Clio Review
Very positive and I would highly recommend. I use Grow and Manage and would never change to anything else now because these platforms are customisable, easy to use and very comprehensive. I have previously used other platforms and systems but Clio is by far the best on ever my level. Customer support and service is also great.
PROSIt’s easy to use and covers everything I need it to do. From letter/document creation to billing and invoices. Everything is centralised in one place for accurate record and ease of access.
CONSIt’s very time intensive to set up all the features in the manner you need the system to function to align with your business and there’s not really a guided process for this which would be helpful as some of the set up features can be tricky. It would be helpful to be assigned someone when you first sign up and for them to help you actually set things up the way you need them to be. I also can’t link my emails to Clio as my email:outlook was purchased through a third part (Go Daddy) but I was not aware this was going to be a problem so it would have been helpful if that that was clarified from the outset when I first spoke to Clio so I would have known.
Reason for choosing Clio
Clio was practicle, affordable and comprehensive. It has everything I need for my firm currently as a start up business as has the ability to grow as my business grows with all the in built features.
Reasons for switching to Clio
LEAP had terrible customer service and although I had used them previously when I was employed, using them now as a firm manager, the customer relations and care was horrendous. Once they have you signed up they couldn’t care less about you and it was a nightmare dealing with them.
Markell
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Easy Peasy
We really have benefitted from our switch to Clio: we are able to track files better, share calendars better, and invoices don't get forgotten anymore.
PROSWe love the invoicing the most - we are sure we have re-captured getting paid for many files we used to not be able to track and get paid for. Now we can send an invoice online and get paid online too. Making a bill is quick and easy, and our staff even thinks fun!
CONSWe were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to attach files to emails, so we didn't end up doing this. Also, when sending an email from Clio, I would prefer that it auto-saves it to the Clio file.
Reason for choosing Clio
The look of the software was very clean and we loved the ability to code different types of events on our calendar by color, that is how we organize our files. It was intuitive and easy to use, while not offering an overwhelming number of services we didn't need.
Reasons for switching to Clio
Amicus was "clunky" - it was not cloud based, didn't connect with our cell phones (so we couldn't see our calendar), and document management and billing was not easy.
Daniel G.
Verified reviewer
Legal Services, 1 employee
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
Solo Practitioner Recommends Clio
My experience with Clio has been excellent. Although Clio was not intuitive at first, it became so after a few months. The support has been excellent. Also, I have found Clio responsive to suggestions for improvement.
PROSFor a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document creation, hourly billing tracking, and of course management of cases and case loads.
CONSClio's method of running credit card or ACH fees and then tracking them is a bit frustrating. I do appreciate the fact that the fees are not taken from the trust fund.
Reason for choosing Clio
Clio had the most features packaged together for the best price. Also, Clio has a superior interface to some other options.
Reasons for switching to Clio
I started a new firm and researched the options anew.
David
Verified reviewer
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
One of the Best
I have demo'd a bunch of law practice management software providers, Clio is by far the best. It isn't a perfect system, but it does the job. The two way texting, client portal, and customization are hard to beat.
CONSTwo of my biggest pain points are flat fee payment plans and notes. I would like to see a feature where we could just easily type a quick status that does not need a dedicated note entry. Flat fee payment plans there has to be a better solution than me manually figuring out the payment plan and due dates. MyCase automates this, Clio should be able to figure this out too.
Reasons for switching to Clio
I was an associate in a law practice where the owner was retiring, so I wanted a separate law practice management system.
Anonymous
2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
Great Legal Practice management application
Ease of use. Variety of integrations. Wide array of function. Value.
CONSIt does not have built in document templates and legal forms. too many "add ons"
Marie
Legal Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2019
Clio Review
My overall experience has been positive. There are plenty of resources for day to day activities and for more complex matters the live support has been indispensable. I find it easy to navigate and learn.
PROSInitially it was a better system overall than the systems we were trying to make fit our needs (Timeslips and Sharepoint). Subsequently, the updates that are implemented by the development team when there is an obvious need or lack identified.
CONSI did not like that the billing of outstanding balances was not automated during billing runs to capture all outstanding balances so anyone who does not have a current bill still gets a bill when I do not enter a start time as a filter option. I also do not like that I have to clean up so much on the Quickbooks Online end of a Retainer transfer, especially after a billing run when its many clients at once, it creates a lot of work in the Retainer in Trust register in QBO.
Reason for choosing Clio
Price difference I believe, but I honestly don't remember if there were other reasons as well.
Reasons for switching to Clio
In Timesplips we were having trouble with transfers and keeping track of the data that was not integrating into Quickbooks Desktop smoothly. We also wanted to switch to QBO but they do not integrate. There were system failures that created "broken AR's". The customer service was never immediate, I've spent many hours on hold or on the phone with someone who did not seem to care. It seemed like there was always something that would come up and the customer support was so bad that I would rather try to fix the problem myself or ignore the problem(unless it was timely) until I couldn't anymore. We only started using Sharepoint because Timeslips did not have an office management aspect of the software and it was not economical nor easy to set up, we ended up spending more money on a Sharepoint technician than a year subscription to Clio.
Justin
Legal Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2019
What I Like Most About Clio
Clio had a long learning curve. That said, any software that has wide capability will have a long learning curve. However, the support team has been very helpful. It does not work for me to try to read articles to learn how to use the system, I appreciate being able to get someone on the phone or on chat who can simply show me how to do what I want to do.
PROSAs a solo practicing attorney for almost a quarter century, tracking time, preparing and sending out bills has been my least favorite activity, and the place where I have lost revenue and had upset clients. My experience is that clients don't appreciate it when bills are sent timely or when they receive billing after six to twelve months of work - they really prefer regular billing. Clio has revolutionized the billing and collection part of my solo practice environment. Now that I have learned how to create clients and matters and to input time, it is a simple once a month task to create professional monthly client bills which I can print and snail mail, email, or send with the LawPay connection and the client can "click through" the email bill to pay with credit card.
CONSI cannot figure out how to set up or use the form template function. When I have tried it does not really work and I have stopped trying to use this. I would very much like to create some form engagement letters. My work is mainly transaction, not so much litigation. At first it was difficult to figure out how to prepare a nice looking flat-fee for a project type bill. However, with the updates I have been able to customize bills to have both hourly fee bills and flat-fee bills.
Reason for choosing Clio
Clio's presence in the legal business marketplace. That it was not a sales and marketing CRM that someone was trying to "shoe horn" into usefulness for lawyers, but was designed for use by lawyers in the business of managing a legal services business.
Reasons for switching to Clio
Prior to the advent of online CRM I used Goldmine as an installed CRM system. The cost of trying to keep up with updates was a challenge. I worked in a firm for a few years, and when I went back out on my own instead of purchasing a Goldmine upgrade it was time to move to an online, subscription, CRM. I was attracted to Clio because the company business model appears to be committed to supporting the legal business community. That commitment gives me a confidence that Clio will protect any of my online client data - hopefully they are thinking about what will happen to their business if all their customers have to go their clients to tell them about a data breach.
Peter
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
All I Need
Terrific, a true game changer!
PROSClio provides an all in one suite of applications that are necessary for my law firm to operate. We used to rely on a stand-alone billing software program for our billing and time-tracking. Of course every computer or user we added cost us more money on top of the software itself. When the software became outdated and no longer supported, we had to purchase the latest version. We also relied upon emails to assign tasks, and give each other messages about the cases we were working on together- without a centralized location for the team to track and review each other's notes and progress, each member had to rely upon their own notes, memos, emails, etc. This was inefficient and time consuming. Another fun part of my day was searching for contact information of opposing counsel on particular matters. Often times I would search emails, review the documents on a case, or review documents in the file to get the contact information I needed. Calendaring was also an administrative hurdle. Entering dates in a separate software system led to disorganization, and required jumping around from one program to another to manage information and learn where attorneys were supposed to be. Clio puts all of these functions , and more, under one roof. It has made the work flow in my law firm seamless, efficient, easy, and organized. Clio does it all, and I am truly grateful for this product.
CONSI would like it to be easier to review the billing entries of other users in real time.
Reasons for switching to Clio
I wanted an all-in one suite of programs, rather than stand alone platforms.
Margy
Legal Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2019
The Future of Cloud Computing in the Legal Industry
Clio has been really helpful organizing a small solo practice and getting that attorney up and running, and then expanding their practice accordingly. It's a great, central location for file management, and being able to use Quickbooks and Clio for billing is spectacular. Clio's client support is stellar, and that is worth a LOT when it comes to case management. Overall, Clio is an excellent choice, and even with my complaints, I do believe it is the standard for the future.
PROSI really do believe that Clio is the future of legal cloud computing and practice/file management. It's a functional piece of software that allows attorneys and legal staff to manage cases with ease. There are a few things that I find to be useful with Clio: 1. Clio integrates with tons of other software options, including Grow (a CRM management tool). Keeping things "in the family" is really useful and speeds up management. 2. Clio's billing functionality is really nice. It's one of the more functional back end management tools I've seen, and I really like the way it works. You can integrate it with Quickbooks for easy accounting, which we really appreciate and which looks great on the user end (for clients, when they receive bills). 3. Clio sports a really professional interface, which just looks nice when you're working. It looks grown up and sleek, so if someone peeks over your shoulder or you're working while in the vicinity of clients, it doesn't have a preschool feeling to it. 4. Most important - Clio's customer support is incredible. Have an issue? There are videos you can watch, or people you can talk to. They will literally stay on the phone with you for hours as you troubleshoot issues together, or learn something new. Top notch, seriously.
CONSI do have a few gripes about Clio. If these were addressed, it would get a 5-star rating from me: 1. Mouseclicks. Clio requires so. many. mouseclicks. It is infuriating at times. I realize this sounds stupid, but over time, they add up. I am a huge fan of efficiency, and Clio is one of the most inefficient programs I've used. 2. Workflows. I really enjoy using workflows to track various projects. Clio sucks at workflows. A complete rework of how they approach them, and how they look for interface with the staff who are responsible for executing, would go a LONG WAY toward making Clio a more useful application. I think workflows are really the topic that causes Clio to lag behind other software out on the market. I would like to see something in place that allows a user to create a workflow, move tasks around in the list, add subtasks to tasks, and assign triggering dates, secondary dates, etc. It would also be useful to be able to assign various tasks to various users. Until that's in place, I'll be sad about using Clio. 3. A central location for performing various functions. Clio does have a left-hand toolbar that allows you to do SOME things, but not ALL things. It would be good if, from the left-hand menu, I could do each discrete thing that I can do in Clio by clicking a mouse a zillion times. Once that happens, I'll be happier. 4. Document management. I'm out of room, but it is not idea. Too much downloading/uploading. Dropbox is better (for collaborati
Reason for choosing Clio
Clio came recommended by another practitioner who had gone solo and had a great experience.
Tanya Mitchell
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed February 2020
Clio has changed my life!
My CFO's timed has been freed up tremendously because we now bill with Clio and she does not have to enter time from all users into a similar computer software. We all can work from anywhere and capture our time with the Clio app! Love it!
PROSI love the functionality of Clio, and how we can manage time for each user on multiple devices. I not longer have to keep up with my start time for a task, my completion time, the calculation with what portion of an hour was teh time, or completing timesheets for a billing professional to then enter into a software to generate client invoices. Additionally, the billing process has been simplied and can be run from any computer. Further, the ability to keep up with each staff member's productivity is AWESOME! Clio has definitely changed my legal life!
CONSGetting acclimated was sort of difficult because my rep was new at the time. The regular support team helped us with the remaining onboarding.
Reason for choosing Clio
Clio had better customer service and unlimited storage space for documents.
Reasons for switching to Clio
We needed the flexibility that Clio offers for billings. We also have Clio Grow, and it has made new client intake a breeze!
Þorsteinn
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
clio law DATA management
Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining. Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log). clio portal for clients, e sign easy to make form-documents connects to IP phone etc. Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.
PROSFor us the program has changed everything in the workflow to the better. In our opinion Clio’s forte is how flexible it is. Every law firm has its own different way of organizing workflow and Clio can accommodate for that, at least our whims and quirks which we have abundant of. The program is like potty in your hand. You mold and sculp the program according to your own special needs in the workflow. The only barrier is your own imagination. You decide how information is inserted, in what order and form and how it is presented. You make your own work procedures. You can organize and make chains of tasks beforehand and set the relevant type of chain of tasks to fit the case you are working on. Then, there and now, the future workflow is decided and set for that case.
CONSYou can not copy matters/cases and clients. It is not easy to move data fram TM to clio. We decided not to to it. Integration between outlook calander and clio calander does not work, it is so slow it is not usable. But the integration between google cal and clio cal is excellent.
Reason for choosing Clio
Clio is flexible. Very stapple and predictable. Clio is easy to manage and learn. Excellent support. Handles non english characters well.
Reasons for switching to Clio
Time Matters is old fashioned, originally written for DOS and has restrictions therefore. Does not offer any real cloud solution only remote desktope.
Lori
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
One of the first users of Clio and still give five stars.
Overall experience has been fantastic, and I have no intentions of ever-changing software. I will retire using Clio. Clio, along with Clio Grow, has enabled us to develop a smooth process for evaluating potential new clients using an intake questionnaire and customizing a pipeline.
PROSIt's too difficult to describe what is best, I could not manage my practice without this software. It is incredibly user friendly and easy to learn. I use pretty much all aspects of the software on a daily basis and have been using it for more than 10 years. My practice has grown from just one attorney, me, to now four along with paralegals and clerks. Clio has made the growth seamless.
CONSI don't have any complaints whatsoever. The software has been essential to my practice in all ways.
Reason for choosing Clio
Price, options, versatility, tech support.
Reasons for switching to Clio
I used these at other firms. When I opened up my own practice I chose to use Clio.
Lindsay
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2020
Great software and user friendly!
My overall experience has been great! They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.
PROSI liked how the IT team literally walked me through the entire set-up/integration. To be 100% honest, they recovered & transferred my crashed billing entries from Timeslips into their system. There are so many positives re: Clio software that I cannot pick what I like most; however, the Quick Bill & Payment Plan features are very convenient. Oh, I can't write a review and not mention the LawPay integration. That is also a great feature!
CONSI hate when I am asked for instructions on setting up their client portal because I have no instructions to give them. I wish Clio had a .pdf that I could hand to every new client. I also wish there were more options re: billing history printouts for the Court. This is VERY important when asking for ATTY fees.
Reason for choosing Clio
I chose Clio because of the support team.
Reasons for switching to Clio
Timeslips crashed and they would not help me unless I upgraded.
Gary
Legal Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2018
Clio Is The Best
I have not had a single issue with Clio. I have used it now for three years. My bills look sharp and the time/activity record keeping is flawless, which helps when I have to push to get paid. The trust accounting is redundant and airtight. I am looking forward to developing my practice and I know that Clio is expanding its range of functions at a rate faster than any of my needs. Clio is leading the industry in coordinating with third party vendors (Lawpay, Outlook etc) to make Clio even more functional and efficient.
PROSThere is much to like about Clio. Their customer support is first rate and comprehensive. For example, learning to manage trust accounting and the creation of regular client invoices are critical and time sensitive activities. During my first year with Clio, I would call customer service at the end of each month as I encountered small mistakes I made in billing or accounting. Clio was always there willing to patiently walk me through my steps to help me fix my errors. The billing and accounting features are redundant and it is almost impossible to make a mistake that cannot be fixed. Time entry is simple and efficient.
CONSI love the ease of use with respect to creating bills and managing trust accounting. On a different level, I have confidence that Clio is on the cutting edge of technology and software developments. As is evidenced by their annual conference, Clio is a leader in the industry. My investment in time learning this platform will continue to pay dividends as I mature as a solo practitioner. I am a veteran litigator but I recently opened my own practice. Clio has been the one indispensable tool to my new practice.
Alicia
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2019
Best in Class for Small Firms
In addition to what I wrote above, Clio Management's customer service and technical support are great. They are still working out the kinks on the Clio Grow side after acquiring Lexicata (which I also used and was happy to see integrated). I am excited to see what improvements they have in connecting up the two systems.
PROSI've been using Clio since 2010. I have tried other software over the years. I also originally had to use other software that integrated with Clio, but slowly have been able to reduce subscriptions as Clio built out features. Clio is the best in class, affordable, and the software around which I ultimately chose to build all my systems. I like that Clio allows me to manage the entire client file, including documents and emails, bills, and file shares, all within a single integrated system. Less software is cheaper, easier to manage, helps me capture details, and requires less employee training and management.
CONSClio still has some features and kinks to work out. Not everything is intuitive. Its plugin with Outlook is a little slow and I don't like that it strips the attachments from emails when placing them in the file. There still isn't enough flexibility in fee arrangements. It could improve the marketing side quite a bit. And I wish you could edit billing entries in bulk a little easier (especially if you made a mistake in one edit, it doesn't save and you lose ALL your edits -- super annoying). That said, all of these bugs and annoyances get addressed by Clio over time. They continually improve and grow the software. So I don't feel that there are any fatal flaws; just quirks that you learn to work around.
Peggy
Verified reviewer
Law Practice, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2021
Cleo will solve all your law firm problems
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful. It has allowed me to free up time that's better spent on creating documents forming businesses etc.
PROSI loved Cleo from the moment a representative gave us an overview of the software and what it had to offer. After that demonstration I couldn't wait to try the software. I love that Cleo allows you to customize the program to your specific law firms needs. There is an enormous amount of ability to customize clients billing and matters. I've never found a software like this one before nor one that allows you so much freedom to make it your own. There are two sections to Cleo Cleo grow and Cleo manage. Cleo grow allows you to enter potential new clients and track their progress as to whether they hire the law firm get referred out or don't hire the law firm. It has saved me from keeping up with two separate spreadsheets which allows me more time to work on important tasks. Once in Cleo grow you can move a client over to Cleo manage once they hire you. Once in Cleo grow everything about your client and their case is all contained on their own individual dashboard. Within that dashboard you can store communications their documents their payment transactions emails billing their time they're expenses etc. And because of the categories you can customize I'm able to enter the important information needed for their particular case and it's no farther than one click away. I have to say the Cleo support and help section is spectacular and one of the best I've ever come across. They have a clear academy which offers training on specific things you can do in the software.
CONSThe only thing I found so far that I'm not fond of with the software is the flat rate billing. Our Law Firm wants to keep track of the time spent on a case even if it's for flat fee. I'm still trying to find a way to best show this on an invoice and after researching Cleo help section they don't seem to have a real clear method of doing it.
Reason for choosing Clio
Once again we went straight to Cleo because it was so highly recommended. Once we looked over the software features and spoke with a representative we were sold on the product and had no need to look further.
Reasons for switching to Clio
We made the switch because time 59 was not serving our needs. Even though we were using this software I still had to keep multiple reports outside of the software to keep up with my clients in their cases.
Natalie
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed January 2023
Clio is great for Client Management
Our law firm has tried a few software companies to help us manage our clients and cases and this has been by far the bests. It is not perfect, but it is user friendly and easy for all to use (from lawyers, law clerks, paralegals, to even our admin and secretaries). We do not use the document feature. I use it to track open client matters, add notes to the case, assign tasks to support staff, calendar meetings, track time, hold contacts, and invoice. I really like that Clio constantly is updating to meet their customer's needs and is open to our suggestions on things that would make the software better. I would definitely recommend this software for law firms.
CONSI do not like you cannot have two clients to a single matter - we have a lot of husband and wife contacts, so I wish we could connect two clients to a single matter. I use notes constantly and wish there was a way to format the notes like as a word document - highlight, make numbered outlines, add bullet points, change font size, etc.
Reasons for switching to Clio
Software didnt meet our needs
Jacob
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2023
Clio at a mid-sized, full-service employment defense law firm.
Overall, Clio has been a good choice, and has increased our efficiency as a firm. Due to the sheer number of solutions that Clio provides, we have been able to unify many processes, and scale accordingly as our firm grows. Two years ago, Clio did not offer document management that was robust enough to compete with Dropbox, which is why we use a combination of the two for our practice. However, with Clio's development, if we were evaluating this today, we may have moved our document management to Clio as well.Clio has a lot of flexibility to cater to the processes you need, however, with flexibility does come work. It can take time to setup and upkeep continual maintenance. Lastly, I do want to mention the personnel at Clio. Due to my position, I have interfaced with a lot of personnel at software companies. To date, Clio's staff has been the easiest to work with. In general, they are always very pleasant to speak with, respectful, and interested in helping you.
PROSThe Clio Manage product offers an excellent practice management tool with enough flexibility that we can continue to develop new solutions to any hurdles we face. Primarily, Clio has been instrumental in:-Time Tracking-Data Base Management - for clients, opposing counsel, judges, mediators, etc.-Case Management-Invoicing-Data Analytics - for performance metrics, financial projections, etc.
CONSClio offers a lot of powerful solutions, but is not 100% comprehensive. Often, when Clio is missing a feature, support will add it to their list of "feature requests" to be implemented in the future. While I fully appreciate Clio actively working on new features, some of the roadblocks we have hit feel surprising considering the software is built for law firms. This is mentioned in a previous section, but one of our current issues is in our pre-bill review. When discounting line items, they must be discounted at a percentage, rather than a dollar amount, which was not a problem we had faced in previous software.