All Clio Reviews
1-25 of 1,589 Reviews
Sort by
Sarah
1 employee
Used more than 2 years
OVERALL RATING:
5
Reviewed February 2023
It has come a long way to be a leader
Stephen
Verified reviewer
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 July 2019
Fantastic Practice Management Solution
Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.
CONSReally the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.
Reasons for switching to Clio
Houdini was no longer meeting the needs of my practice, I was growing and found the interface to be difficult for anyone to use but me. Clio checked all the boxes and seemed to be well supported. Turns out the choice was the right one.
Steven
Automotive, 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 January 2024
Clio has changed my business model
First thing first. Clio's customer and technical support is top notch. They are excellent at getting you started and set up. It only takes a few clicks to get connected to support and once you are connected it is secured using your support code. Clio has helped generate and speed up my intake, processing and document creation dramatically compared to where I was before.
PROSHaving my client information, cases, documents, templates and invoicing under one system is a dream come true.
CONSI wish Clio had more in-house created integrations with apps versus using services like Zapier to make the connections and send data from apps or services to Clio. Zapier can be very clumsy and if something gets updated in Clio's software you sometimes have to rebuild the Zapier.
Reason for choosing Clio
Clio has more features and better support.
Reasons for switching to Clio
It all started with Keap not being able to send text messages anymore. That got me looking at other services. I had watched several videos on Clio a few years back but decided to go the cheaper route with another case management service which ended up not having near as many options inside the system. Clio was the perfect answer to having everything under one roof.
Dawn
Law Practice, 1 employee
Used daily for less than 12 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed January 2024
I love CLIO
I am very happy with CLIO. I find it to be quite intuitive
PROSI like how easy it is to use CLIO (including CLIO Grow) from pre-client stage to setting up files, to timekeeping, to invoicing. It is pretty much seamless. I also really like the service I receive when I have questions.
CONSI have trouble organizing the custom fields. I still have not figured this out.
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
Erica
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed January 2024
Clio Is the Most Useful Database We have Used
Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in customer service however has dampened my enthusiasm..
PROSIntegration of payment, invoicing and CRM I used to love the customer service but now....NO
CONSDifficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries.
Reasons for switching to Clio
Tabs 3 was superficial and did not organize the client and matters in a searchable way.
Vendor Response
Hi Erica. Thanks for sharing this valuable feedback. I can assure you that we take into account this information to continuously improve our products and services. I’m sorry you had an unsatisfactory experience with our customer success team. I can assure you that all of our customer service staff are trained in-house and have in-depth knowledge of all our products. While it may on occasion take more than one call to answer a question, please know that we are committed to resolving your queries as quickly as possible—and our team is available 24 hours a day, 5 days a week, via in-app chat, email, or phone should you need further assistance.
Replied January 2024
Jade
Legal Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed January 2024
Great for Canadian Immigration practitioners
I've had a good experience overall with CLIO.
PROSI looked at several case management systems for my immigration practice, it really checked all the boxes when it came to intake, client invoicing, and helping my remote team stay organized.
CONSI don't have a lot to complain about, it is not a cheap solution so the pricing is high.
Reason for choosing Clio
I liked that Clio organized the cases and integrated with Google drive and dropbox
Ana
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 January 2024
Clio for Small Law Firm
It’s great to have everything all in one software
CONSI wish they had a better way to communicate with clients within the software where the client can see all of the different matters and all of the real time status of billing and paperwork
Reason for choosing Clio
Clio just had more features all in one software
Lori
Legal Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
I highly recommend
Clio has saved me a lot of time and frustration. I highly recommend it to my colleagues.
PROSEverything is all in one place. A matter can be managed completely within Clio.
CONSThe ineffectiveness of the Reports feature.
Reasons for switching to Clio
I was referred by a colleague who I seek advice from.
Maria
Law Practice, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Great Administrative Software
I like the ease of use, easy to track all our client files in one location, the ease of logging into Clio anywhere and use the program.
CONSOkay, so far my dislike would be that I cannot customize the Law Firm Dashboard.
Reasons for switching to Clio
Clio had better managing tracking for our clients files.
Anonymous
1 employee
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
First time user
Ease of use Seamless integration with Google Workspace Like the app integrations
CONSNeeds AI Needs better historical invoicing abilities Needs better contact syncing Needs more tutorials on Clio Grow
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.
Rosalinda
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
4
Reviewed August 2019
Very easy to use
It makes part of my job easier. 1.Attorneys are much more comfortable going into Clio by themselves to enter their time or find information/reports instead of having to wait and rely on me to do it. 2.It's much easier and faster to quickly generate reports that split Time (by keeper) and Expenses. 3.Monthly billing goes by much smoother, invoices go out faster, payments are received much faster than if by mail. Attorney's are happier. : ) 4.Clients like to be able to receive email with link to process payments online.
PROSTime entries can be imported by batch. Trust Requests and Bills can be emailed w/payment link directly from Clio. Past Due Bills can be "shared" with a coupled clicks versus printing out and mailing or using another app to email it.
CONS1. When looking at a past due bill (and additional bills have been issued and remain unpaid for that same matter) the Outstanding Balance on the Statement of Account section will update and include the balance due for that matter as of the current date + any open Trust Replenishment requests instead of the balance due for that invoice + the balance due of all invoices issued previously to that one. 2. Evergreen Retainers - I keep getting calls from clients saying they can't view the "Shared" invoice when I have applied Trust funds that covered the whole balance. They can see the Trust Request to replenish funds used/applied to an invoice, but they can't see the actual invoice and review what was billed. I have to print the invoice to PDF and go to my email app and send from there. 3. I would like to see a report that shows that various billing rates per timekeeper for each client/matter.
Reasons for switching to Clio
AdvantageLaw was not very user friendly for the attorneys. Problems with categorizing/recording Trust transactions. All report requests would be sent to me for generating. Constant need to rebuild data file.
Sean
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
4
Reviewed November 2019
Best feature set available
Very positive; I love the software.
PROSClio integrates with so much other software to make your life easier that is just can't be beat. Saving emails via Outlook, generating document templates, collecting e-signatures on engagement agreements—whatever you need, Clio has it. I can also run billing, monitor bill payments, and overall run the entire law firm with minimal effort, minimal time commitment, and with confidence that everything is running smoothly.
CONSThere are some smaller points that can drive you insane. For example, you cannot customize the look of the emails that go out when you share matters, bill, etc. with your clients. If you—like me—transition from a solo practitioner to running a small law firm, you will eventually need to open new bank accounts. Clio will not let you eliminate the old bank accounts and start from scratch. You can't even force the old bank accounts to be otherwise "invisible" to the system so that you cannot accidentally record money moving into a defunct account. This is a minor complaint, but man does it drive me insane. I also still want to see a task assignment that allows me to set a supervisor for each assigned task.
Reason for choosing Clio
Much better integrations with 3rd parties and a willingness to continue adding new integrations.
Eileen Noon
Law Practice, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2020
Why I find a Clio essential
Terrific.
PROSWhy I find a Clio essential Is as a sole proprietor of a small business, Clio operates as my check and balance. The small law firm I was at prior to going on my own used Clio and while I do not use all the features because I do mostly appointed work, the features I do use are essential on assuring me I am on top of my game 99.44% of the time.
CONSAs a very busy person, what I like least about Clio is it operates as a reminder to me that I could probably do a lot more if I ever took the day or two to get all the educated on how to do some of the things I do in a rather long handled manner. I am 60 years old and have been a lawyer for 33 years. I recommend Clio to many of the young lawyers I know just starting out or only a few years in the practice to help them ensure themselves they’re keeping track of their time, their appointments, their clients etc. I point out any problem I’ve ever had with Clio was quickly addressed and fixed and that I couldn’t be happier. I have to tell them that if I was them and had their computer skills and knowledge this thing would operate all necessary prompting for me I have to tell them that if I was them and had their computer skills and knowledge this thing would operate all necessary prompting for me.
Reasons for switching to Clio
The office I was with made the switch. And it was a terrific switch in my opinion.
Matt
Legal Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2022
Best in class
I operate an entirely virtual law practice. Keeping all of my workflows and processes in the same ecosystem helps ensure consistency and efficient operations.
PROSThe single best part about Clio is the user interface. You can't overestimate the drain on your organization and your end-users by poor UX design. Clio is intuitive to use, and easy to customize. Their chat support is the best of any product I've used, in any category.
CONSThe in-app document management isn't great. It's good enough, but most users will want to integrate with an existing DMS.
Reasons for switching to Clio
Cosmolex had a less intuitive UI and didn't allow for batch changes, which makes it hard to iterate and improve. Actionstep has great automation potential, but didn't allow me to charge a second sales tax which is mandatory in my jurisdiction.
Michael
Legal Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2023
Great all around product with open API
Clio has been great and this is likely the last case management software we will ever use.
PROSThere is no such thing as a perfect legal case management software. There is nothing that is going to do everything the way you want it and Clio is no different. However, clio has numerous thrid party integrations. If this software doesn't do something there is probably something else out there that will fill in the gaps. However, what really makes clio great is its easy to use Open API. I have a saying with automation. Where there is a will there is a way and this API makes that possible. If there is something you want to have done or want to automate Clio's open API makes it possible.
CONSThere reporting could use some work although they have made some improvements. Some of their bigger improvements can take a lot of time. However, there are always making consistent and regular improvements. It does seem like at times they will make a partial release but complete release or complete functionality can take a back seat.
Reason for choosing Clio
The easy to use open api and robust list of thrid party integrations
Reasons for switching to Clio
Amicus Attorney got bought by Abacus Next and service went downhill. There were MANY improvements that were needed to the product but they were slow to update and there were a lot of integrations and features missing. I switched to clio because I knew I could get it to do what I wanted within reason by use of integrations and their open API.
Jim
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2023
Clio Review 2023
I liked that out of the box, it was very easy to implement and get started. When we first started with Clio, all of our practice management was done via paper and handwritten. Immediately, Clio made it easier to find cases and keep track of all the different matters. I like that we can accept payments and it will automatically close out bills. With the addition of Clio Portals, it makes it much easier to communicate with clients and keep everyone involved on the same page.
CONSAfter the out-of-the-box implementation, there is not much to improve our workflows. I would like to see some enhancements that allow users to break from the same workflows and have logic and other efficiency tools for their practice. Not all law firms only practice in one area, and it would be nice to have the ability to have a matter format for a practice area when that practice area is selected. Once the practice area is selected, it should be able to only show areas that pertain to that practice area, reducing the errors of missing information or having the wrong information. I wish that Clio Payments could have similar functionality as LawPay, allowing refunds on trust payments. I do not like how restrictive the software is when trying to create different fields and areas that work best with our firm. It would be nice if emails could be built into Clio so that we are not having to search back and forth. I would like to see Clio Manage and Clio Grow merged, and some of the features of Grow enhanced into Manage. (Scheduler, workflows, etc.)
Reason for choosing Clio
While others had better out-of-the-box start-ups, Clio showed better growth opportunities along with easier implementation for users.
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.
Steven
Law Practice, 1 employee
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 2019
Very Satisfied
Very satisfied; excellent product.
PROSEasy to use -- calendaring, opening new matters, time entries, notes, billing. I like the interface, the way it looks. Program includes trust accounting. Can include/integrate credit card billing as an option which I did, and works well. Have used Law Pay for a while and it integrates through Clio. Send out invoices through Clio, client can click on button to make credit card payment, and have option to have program automatically apply to open invoices when payment comes in -- get email notifications of payments. Very satisfied with the program -- does what I need and enjoy using.
CONSI don't think it's a negative factor, but don't use the mobile app much, for whatever that means. Tend to just check my iphone calendar (I use Office 365 to integrate, other options also I think like Google to integrate -- Clio integrates with Office 365 and iphone calendar will show Office and Google calendar events). There is a new beta version of the mobile app available for use that looked at today and I like -- I could see using that to make entries if I need while out of the office, but usually just do all of that at my computer in the office.
Ashley
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed March 2017
Better for new attorneys
If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.
PROSIt's online. The timer can be stopped and started easily.
CONSI spend about two (2) hours a day implementing workarounds to make the system work because it was not built for family law practice or file review. It's a good backup system but it's nothing very reliable unless you're willing to invest the time into making it work.
Vendor Response
Hey Ashley, This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions? - Derek, Clio Community Manager
Replied March 2017
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
Candace
Verified reviewer
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2018
I have been so impressed with Clio. There is so much it can do and the customer service is amazing.
There are too many to mention. I was only looking for conflict management software and didn't know if I needed a case management software because I am a solo attorney that is just starting out. It turns out that Clio does so much more. The timer feature lets you track work on different matters and easily switch to a different matter when a phone rings or interruption happens. You don't lost time. The billing is clean, neat and easy. After that you can move on to so many other options -- document automation, cloud storage, phone logs, email logs, quick and easy email drop. I have been here less than a year and I wouldn't switch. I am so pleased with Clio and how it makes the business end of practicing so much easier.
PROSWhat is best? There is so much. The Dashboard (to see instantly how the I am doing, and for each client so I can see how much time and billing has occurred on each matter and easily find the information I need); Time keeping, invoicing, secured email, email drop (to easily put emails into client matters in Clio and free up inbox space, ) and DOCUMENT TEMPLATES with Custom Fields -- I have automated my engagement letter, a basic client letter, will forms, POAs, etc. It saves so much time. To write a letter and not have to look up an address or block/copy it is so nice. You generate the document and edit to start typing the body right away. It requires work on the front end but in the end it is worth it. Also, the customer service being one click on a chat icon away is great. They are so friendly and talked me through invoicing each month for the first few months.
CONSThe customer service and training videos are great but sometimes it feels like an Easter egg hunt to find out what all it can do. I spent the first 8 months just keeping time and doing invoicing. I knew it did other things but wasn't sure what and how. Once I started digging around I have been amazed at what all I have found. It has saved so much time and made things for a solo attorney so much easier. I am sold.