Clio Software

4.59 / 5 (509)

Our advisors have recommended this product 79 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 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.



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Supported Operating System(s):

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

509 Reviews of Clio

Average User Ratings

Overall

4.59 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(349)

4 stars

(129)

3 stars

(20)

2 stars

(5)

1 stars

(6)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 509 reviews

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September 2018

Gary from Hill Law Firm PLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Pros

There 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.

Cons

I 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.

March 2018

Candace from Werth Law LLC

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Pros

What 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.

Cons

The 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.

May 2017

David from David Myers Law

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2017

Best all-in-one solution out there

It's a major time saver. It's great for billing, keeping tabs of your time, costs associated with a file, trust money for each file, docketing, contact lists, and all the rest. It feels a bit short/incomplete in some areas, but they keep improving it so hopefully that will happen soon. It's still the best damn law practice software out there, and I've searched high and low!

Pros

- Easy to use and learn
- Easy to show others to use
- Really easy billing features
- Great organization
- The Notes feature is fantastic and replaces any need for docketing and memos to file
- The "add time" feature makes it easy to keep track of billings and what's to go on the next invoice
- The linking of contacts to files is a time saver
- The Calendar is easy to use and does what you need it to
- The accounting that exists is great for keeping track of the movement of money directly connected with a file. It has helped keep my trust accounting immaculate. IT also helps me keep track of expenses associated with each file.

Cons

Clio is fantastic and the best solution I've been able to find, and I've done a lot of searching both before and after buying Clio. That said, Clio seems half finished in some areas and I'm hoping more work will come.

- The accounting is adequate, but should go a lot further than it does. I would love an integrated cheque writing program, for example.

- I don't know why you can't have more than one client per file. It's a small thing, but it bugs me. I put additional clients in the "contact" list associated with the file, and just pick one as a primary client to list. It doesn't matter, but again, it's a weird oversight.

- The firm metrics is a great idea, but it seems half finished. I don't know why, but it doesn't save stuff year to year and just dumps the information. There's also a dramatic lack of ability to customize things. This is frequent in some of Clio's features, such as how to list matters or client names. It's not a deal breaker, but it's a weird thing to not make more usable.

Overall, Clio is a fantastic program and I don't know how I'd run my practice without it. It's a lot better than everything else I've tried. I just wish the damn thing integrated with more programs and capabilities, and that they just expanded on it. I think the reason why it's frustrating is because it's so close to being sort of perfect, and they just don't go far enough. Hopefully they'll keep adding to it and raise it to that level!

It's definitely worth the buy.

May 2017

Jared from Law Offices of Stephen C. Brown & Associates

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2017

Customer service makes all the difference.

All the information you need at your fingertips, anywhere in the world. Hassle-free and comprehensive customer service.

Pros

Packed with features. There is just so much that can be done with this software that a firm might not have thought to do with some of the older software platforms. Everything is secure and designed from a legal professional's viewpoint. Every person in our firm can handle a case from start to finish without leaving the Clio platform -- anywhere, anytime.

Also, the customer service should not be overlooked. When we were researching various platforms to take over for Time Matters (Practice Panther, Rocket Matter, MyCase, etc.) Clio was the only company that had a knowledgable onboarding professional at the ready. They were incredibly flexible with letting us extend our demo phase and spent many hours running through different functions with us. They even held a full-scale training session with our entire staff BEFORE we had signed up. Even after we purchased Clio, they continued to hold our hand through the entire implementation process. That sort of service made our transition into the cloud seamless and allowed us to really take advantage of cost-savings that we were aiming for.

Cons

The only issue that we've had so far is personalizing the goals on the dashboard page. It would be nice to have a more granular and specific revenue analysis for each attorney. Granted, we are still implementing other more important features firm-wide, so this hasn't been the highest priority, and it's more of a luxury anyway.

April 2017

Owen from The Law Offices of Owen Hathaway

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

April 2017

Fantastic value, modern software, steadily improving features

I've been using Clio since 2011 to help me run my solo practice. I use it primarily for calendaring , time tracking, and billing. Those features are fantastic. Almost all of my billable time is calendared, and Clio lets me add time right to those events and assign it to a matter right from the calendar. I cut my administrative time to bill clients by 40% the first time I used Clio, and it's now down roughly 90%. I love that Clio lets me use third-party software with it rather than forcing users to rely on less convenient built-in solutions. For instance, Clio creates a folder for each client and matter for me in Box.com where I can work on my clients' documents using the rich feature set of Box. Clio Documents is okay for sharing with Clients, but there's no way they could replicate Box. There are two things I really wish Clio would improve. First is the ability to natively support joint representation. I do some consumer bankruptcy work, and many of my cases are joint petitions. The Clio solution is to add one of the joint parties as a 'related party'. Strictly speaking, this is not a related party, but my actual client. I can note the relationship type, so it works okay for conflict checks, but I'd rather the software reflect the real legal relationship. The other has to do with transaction tracking and integration with bookkeeping software. Maybe I just need to learn how to do this better, but I end up doing double work in Clio and Quickbooks for expenses and trust accounting. Bills and payments integrate, but the details, which are important for accounting disclosures, are manual in Clio. All in all, Clio continues to be the best option for me. I'm very mobile, so a SaaS/Cloud solution is absolutely required. The features were very basic when I started using it, but the folks at Clio are constantly releasing new functionality, improving existing functionality, and integrating new useful apps. Oh yeah, I'm a bit of a tech geek, so having access to an open API is extremely tempting to me. I've done one integration with Zapier, and I have some ideas for other things I might do directly with the API. Highly recommended.

Pros

SaaS platform, integrations with useful software like Box.com and NextChapter (bankruptcy service), comprehensive workflow features

Cons

Detailed expense accounting is cumbersome, joint representation is not natively supported

March 2017

Jonathan from Nazette, Marner, Nathanson & Shea, LLP

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2017

Really great!

My firm has been using Clio for just under 4 years. I have watched Clio grow a great deal in that amount of time. I am very pleased that Clio has regularly updated its service and added new features. Although the changeover was a challenge (what software migration isn't?), everyone in my firm now uses Clio quite happily. Of course, there are always things that I would like to see improved, but I have no major gripes. Reporting options could be more robust. It would be nice to see some sort of feature that would help to avoid duplication of contacts (a common problem for us). It is also disappointing that Clio chose to tier its services such that we no longer have access to all of the features. We would have to pay more to get access to all of the features, which we have deemed not worth the investment at this time. I can't say enough good things about their customer support. They have always been quick to answer and are ready to help us with any problems we have had. Fortunately, once we got everything converted over, the issues or questions we have had since then have been few and far between. In my opinion, Clio should be on everyone's short list for a web-based practice management system!

Pros

The features that are offered by Clio are second to none. The system is easy to use. The interface is nicely designed. They offer mobile applications, which I use frequently. Can handle firms of any size.

Cons

I would like to see Clio offer more reporting options. Clio doesn't have an attorney-centric view. It would be nice to have Clio "lock in" on the fact that I always want to see reports, bills, etc. for only my matters. I don't ever need to see matters, reports, bills, etc. that don't belong to me.

June 2016

Amber from BDM Law LLP

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2016

Simple, flexible and user-friendly

Right from the outset I have found the support at Clio to be fantastically helpful. It's a big decision working out which product is right for your particular business. Clio, as you expect from most companies in the beginning, were great at informing us what Clio could do and answering our initial questions. However, what I am really impressed about it the continued support from Clio. It does not matter who you speak to, they are friendly, knowledgeable and will do all they can to help you. And if they don't know, which is rare, they will find out and get back to you. And they do get back to you! Plus every phone call is followed up with an email. With regard to the product itself, it is pretty easy to use. Most things are quite logical and therefore you can work it out fairly simply. I am of the view that no product is perfect as every business will have different requirements. In the case of Clio, there are a few very minor things we would like to see available. Clio are continuously developing and improving the product and, I think, everything we have enquired about that is not already a function of Clio, is in the pipeline. However, it is still great for us as it is but we always strive for perfection!

Pros

I love the simplicity and flexibility of Clio. It is very user friendly and the way it looks is very neat. It does not take long to work out exactly what you are looking at and what it all means. For me personally, I do a lot of billing and compared with a previous software package, Clio has saved me a lot of time and it's really easy to keep track of where you are as it automatically incorporates a workflow. Also, setting up new cases is easy and flexible. You are easily able to incorporate your own requirements and information.

Cons

This is quite specific but for us, the biggest drawback is not being able to present the invoice in exactly the way we want (i.e. a front cover summary of figures without the time description wording). There is a lot of flexibility on the invoices which is great but the one thing we can't do is take the wording away from the first page. Our company like to keep the first page of the invoice very simple and clear and then have the narrative on the following pages. We understand, however, that this is being developed by Clio and should be rolled out some time in the next couple of months or so.

September 2016

Lori from The RayNa Corporation

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2016

Great Bang for Your Buck

Clio offers a ton of features for a very, affordable price. No need for hefty servers or IT departments, simply utilize their unlimited document storage and secure client portal to easily store and share documents, invoices, etc. While a huge fan of cloud-based practice management, Clio earns high marks from me as one of the easiest to learn. Whether you use Clio for the basics or customize it to its fullest - Clio adds not only efficiency to your practice - it's like adding a staff member. Conflict checking, matter specific info at your fingertips, document automation and integrations with over 50 third-party apps means you can easily build Clio to meet your firm's specific needs. But just to prove I am a real person giving real feedback - I gave a 4 on the features and functionality section simply because there are minimal reporting features in Clio. Basic reports are available (Work in Progress, Productivity and Accounts Receivables) but for more intensive reporting options, additional work is required utilizing exporting options. I also don't love the current option for entering contacts, however, I simply connected my Clio account to a Google account and import my contacts from Google. Works like a dream and keeps me from doing tons of data entry when entering new contacts. Clio is well worth the money at any level! I always suggest at least the Boutique level (well worth the additional funds) and see lots of value in the Elite level (marketing/CRM module that will help you actually track what is working and what isn't)!

Pros

Ease of use, fantastic customer support (including building of features based on client feedback), document automation and custom task lists.

Cons

Minimal reporting options and contact entry.

September 2016

John from John Gear Law Office LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2016

Clio will never be perfect, but continuously improving is all we can hope for in software anyway

Over five years ago, while still in my first year of solo practice (6 years after first bar admission), I tried another product advertised to work for Mac users and it was a nightmare, so I resolved to try Rocketmatter and Clio; for whatever reason, I found I preferred the look and feel of Clio, and have been with it since. It's the first program I open every day and the last program I shut down when I go home. I am a true solo with no staff support still, and am just now tip-toeing into hiring some staff support - Clio makes it easy for me to use remote support, work-from-home assistants, etc., which is great for keeping the overhead low and the ROI on it high.

Pros

The integrated suite of functions

Cons

1) There are some known glitches that result from the cloud exchange of data that don't seem to be getting corrected.
2) The UI should be more customizable within the total Clio palette of functions and features. I'm very oriented towards being able to do everything with keystrokes as efficiently as possible, and Clio isn't there yet in its usability.
3) I'm growing increasingly concerned about my inability to access my data following a big natural disaster (such as the Cascadia Subduction Zone earthquake). Clio needs to offer a function that will allow lawyers to use Clio in "isolated/local only" mode (i.e., with no internet connection to the mothership) and then sync all the changes once the internet is restored. If I ever leave Clio it will be because of this concern. In the event of a big disaster recovery, I should be able to keep practicing as much as possible just like I am now, even if Clio and the Internet are not available.

October 2016

Loraine from Morgan & DiSalvo, P.C.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Fun