Clio Software

4.70 / 5 (1,134) FrontRunners

Our advisors have recommended this product 87 times in the last 30 days

About Clio

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments.

The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account. The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The docu...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

1,134 Reviews of Clio

Average User Ratings

Overall

4.70 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(867)

867

4 stars

(218)

218

3 stars

(33)

33

2 stars

(7)

7

1 stars

(9)

9

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 1134 results

July 2019

Stephen from Quest Law PLLC

Verified Reviewer

Company Size: 2-10 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2019

Fantastic Practice Management Solution

Pros

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.

Cons

Really 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.

July 2020

Lindsay from Greg A. Hughes, P.C., Attorney At Law

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

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.

Pros

I 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!

Cons

I 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.

Reasons for Choosing Clio

I chose Clio because of the support team.

November 2020

Ginger from Ginger Perusek Attorney at Law

Company Size: 1 employee

Industry: Legal Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2020

Exceptional Value.

Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever expected.

Pros

The time and billing program is easy to use. Keeps you on track to bill clients timely, accurately reflects you day, unbilled time as well as billed time. Highly functional. Exceptional Customer Service. This is the best decision I made in years.

Cons

I do not have any Cons about the program. I wish I used it daily in the beginning of my learning curve.

Reasons for Choosing Clio

Price. Meet my needs the best as a small User base.

November 2020

Dario from Advokat

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

1.0

Functionality

3.0

November 2020

Initially very promising, but recently quickly deteriorating

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1 day, 1 week, 1 month, 1 year, 10 years - you get the picture. I have been raising this issues for a long time now and was today told that it may never be fixed. This is but one example of a clear failure to even understand the topic and the issue at hand. Clio was not like this before, so I suspect that something has changed at the company. Perhaps critical people leaving (and I have noticed that some people have left), perhaps financial difficulties, perhaps something else. Overall, if I was asked a year ago about Clio, I would wholeheartedly recommend it. Currently, it would only be prudent to recommend to avoid it, at least until the situation at Clio changes, if it does change.

Pros

Clio could be, and indeed was for a long time, a fairly good and overall well featured application. As with any application, it did not have everything covered, but was slowly improving and adding features. In other words, it was a decent application that was getting better.

Cons

As of few months ago, Clio, put simply, started going backwards, and fast. Features that existed for years and worked perfectly, were either intentionally removed or broken and no longer worked. The number of bugs has increased exponentially. I used to discover a bug once every few months in the past. These days, almost every day I have to report new bugs or follow up on the existing and unresolved ones. In the past, any reported issues were addressed and resolved quickly. Now, you still get emails in response, but the emails are more of the scripted/lip service type and most issues do not get resolved at all, including critical issues relating to basic features that used to work fine in the past. As I am not an insider to Clio, I am not sure what the reason is, but from many recent interactions with Clio support and their answer, it seems to me that there is no one at Clio who has their hand on the pulse or any control over the "technical team" or the "development team". From responses I get, it sounds like the "developers" run the place and if they do not think that something is important, it will not get done or fixed. To give you a concrete example, an important financial report was working fine in the past and, as one would expect, it was showing the period to which the report relates. Some months ago, when "updating" that report to a "new" report, they removed the period of the report field, so, believe it or not, the report now does not show which period it relates to

Reasons for Choosing Clio

Clio seemed simpler, easier and more promising than other applications considered.

October 2020

Candace from Seagroves Legal, PLLC

Company Size: 1 employee

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Clio Has Made the Start of My New Law Firm Even More Successful

Clio takes case management to a whole new level! Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease. Clio helps me make the most of each and every day by its easy time management options - making bills quick and easy! Utilizing Clio Manage with Clio Grow has been the perfect setup that I needed as I started my own firm. There is no question that I am better managing my clients and my practice with the use of this software.

Pros

My favorite feature of Clio is Clio GROW. I got it right from the start along with Clio Manage and I highly recommend it. As a sole practitioner, I need to be able to streamline and automate my intake process. Additionally, I need to keep up with my leads for marketing purposes. Clio Grow has enabled me to be much faster in my response time with new clients. It is very evident to me that my rate of conversion has been substantially increased with the utilization of Grow and now I cannot imagine my practice without it.

Cons

I have seriously not found anything I do not like about this software. I have really practiced with it and have found every feature to be helpful.

Reasons for Choosing Clio

I liked all the integration features of Clio. I know that Clio will continue to evolve as the other systems do to which ensure I am always "up to date" with my management system.