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.

The 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.

Clio'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.

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.

We 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.

Mapping with Quick Books does not match up the best. Some of the integrations are still work in progress. No integration with MyPleadings.

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.

Clio 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.

Nothing 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.

Overall Clio is great for a firm who have large cases, and need a program that is a one-stop shop.

Overall 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.

The only problem I have with Clio is the facts how it process the expenses for each case.