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Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area.
Built for in-house legal teams of 2 to 20... but lots of big teams use it because it's simple, powerful and affordable. Free trial available. Price is per user, annual or per month.
I love how EASY the dashboard is to use. Also, the customer support is top notch -- quick responses, tons of training, great written resources too.
This is a problem because they don't tell you about the problems and you have to find them yourself.
It integrates client / matter information and billing in a pretty seamless manner. It's a great repository for all kinds of information and internal communication.
Seems that they are unable to actually solve this problem. Do NOT select their online payment option, if you have any institutional clients or any clients that prefer to pay by check, eCheck, or ACH.
Easy to use, customer support is awesome, helpful tutorial videos and great client experience. I have received multiple compliments on the style and ease of paying on-line.
One time i really need to client support service emergency bit i was a bad experience to reach and resolve the problem.
I am very pleased with Clio and what it has done for our office. Like I mentioned above, Clio has stream lined our workflow in our office to ensure better use of time and retention of documentation.
There is no restore your organizations work if a rogue employee deletes it or an accidental deletion without nefarious intentions.
It's simple enough to show a new person how to use the system. Additionally, support team is super star, always helpful and open for feedback and improvements which makes the system better and better.
From admin perspective, building the structure was quite difficult. This is also due to our complex corporate structure.
It's a clean simple product that links perfectly to our document management system and allows us to easily demonstrate our effectiveness and value to the business by inbuilt reporting capability.
Pop-up is too small to read. Text character limitation.
The team working on the product is obviously passionate about the space and have developed a clear process to incorporate new functionality into the product roadmap. Awesome customer service.
It is not ideal with IE browser but more updated applications are not ever.
Super light weight (ie fast) web based interface. Very powerful reporting and task tracking, very user friendly creation process for sophisticated features like custom intake forms.
Additionally, I have found that the software can be a bit slow at times, which can be frustrating when trying to quickly access important information.
Jodi A.: Hi, I'm Jodi. I am the attorney owner of my firm, and I give Clio five star rating. For more reviews like this, click below. So I tried out a number of software products before deciding on Clio. I tried out Rocket Matter, MyCase, Houdini, and another one that the name escapes me. I found that Clio had an interface that I liked and it had all the features I liked, and it worked with my current software that I was using. I chose Clio because it enabled me to keep all my client information in one location. While setting appointments, it integrates with a number of apps. I use Gmail and Google Calendar, Clio interfaced with that when I signed up. Since I originally signed up about 10 years ago, it integrates with a ton more of options now. Onboarding with Clio is very simple. You don't need a ton of computer knowledge in order to do it. The Clio staff is so extremely helpful. Anytime I need something, I reach out and they are great to work with. Well, if you're going to use Clio and you want a complete app, I would definitely strongly suggest Clio. Right now there's Clio. Clio has a CRM called Clio Grow. They have a payment integration called Clio Payments. They integrate with so many different softwares. I use LEX Reception. It integrates with that, but it integrates with other reception services. I've recently signed for Lawyer, which is a document prep service. If you are looking for a complete package, I would definitely suggest Clio. The other thing about Clio is that it's really not just a software company. They provide numerous free webinars on various topics, and there's also the annual ClioCon every year.
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