Who Uses This Software?

Legal professionals looking for a robust practice management solution. Clio offers different pricing plans and an entire platform of tools, making Clio suitable for firms of any size or practice area.


Average Ratings

478 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $39.00/month/user
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Clio
  • www.clio.com/
  • Founded 2007
  • Canada

About Clio

The best run-law firms use Clio: The case management software that saves lawyers and legal professionals eight hours per week. With intuitive time tracking, billing, matter management, and more, Clio streamlines everything you do to run your practice, from intake to invoice. Clio is cloud-based, so you can securely manage your practice from anywhere, on any device. And, over 70 legal and nonlegal tools and services integrate directly with Clio. Try it for free at clio.com.


Clio Features

  • Billing & Invoicing
  • Calendar Management
  • Case & Client History
  • Case Management
  • Client Management
  • Client Portal
  • Conflict Management
  • Contact Management
  • Contract Management
  • Document Management
  • Email Management
  • Financial Management
  • HR Management
  • Library Management
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting
  • Account Tracking
  • Calendar Management
  • Case Management
  • Client Statements
  • Document Management
  • Expense Tracking
  • Retainer Billing
  • Time Tracking
  • Case Defined Timekeepers
  • Completion Tracking
  • Conflict Management
  • Multi-Office
  • Reminders
  • Rules-Based Scheduling
  • Staff Calendar
  • Status Tracking
  • Task Management
  • Billing Management
  • Calendar Management
  • Case Notes
  • Client Management
  • Communication Tracking
  • Conflict Management
  • Corporations
  • Court Management
  • Discovery Management
  • Docket Management
  • Document Management
  • Expense Tracking
  • Government
  • Law Firms
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting
  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Tagging
  • Full Text Search
  • Version Control
  • Accrual Accounting
  • Activity Tracking
  • Asset Gain & Loss Reporting
  • Check Writing
  • Compliance Management
  • Cross Ledger Posting
  • Customer Statements
  • Fee Calculation & Posting
  • Receipt Management
  • Tax Management

Clio Reviews Recently Reviewed!


Clio Is The Best

Sep 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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.

Capterra loader

I have been so impressed with Clio. There is so much it can do and the customer service is amazing.

Mar 16, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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.

Best all-in-one solution out there

May 24, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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!

Customer service makes all the difference.

May 16, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

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

Fantastic value, modern software, steadily improving features

Apr 14, 2017
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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

Overall: 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.

Recommendations to other buyers: Spend the time to think about your workflows and how you can best leverage the software to make your life easier. Clio has a lot of training resources on line that can get fairly in depth on ways to make things better.

Really great!

Mar 28, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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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.

Overall: 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!

Recommendations to other buyers: Prior to going to law school, I spent 13 years in Information Technology. I started doing software development 35 years ago. I know what it takes to build a robust well-designed system. I spent a lot of time evaluating products before settling on Clio. I have never regretted my decision!

Simple, flexible and user-friendly

Jun 24, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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!

Recommendations to other buyers: Apart from the product being a great software package, the support Clio give is second to none. I am not sure I have come across many companies that are so good in this area.

Great Bang for Your Buck

Sep 26, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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)!

Recommendations to other buyers: Look through the integration partners. If you wish Clio did something it doesn't appear to do, chances are there's a 3rd party app for that!

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

Sep 26, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: Start now to integrate voice commands

Why You Need Clio To Maximize the Value of Your Law Firm

Dec 11, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The reasonable price, the customizable templates, the ease of use, and the simplified yet robust invoicing and billing functionality.

Cons: While there are not many downfalls with Clio, we would recommend utilizing an additional system for calendaring and contact resource management. As our firm is a true relationship focused and cross-referral based practice, we have found that keeping track of relationships amongst all contacts is paramount. As such, we utilize a separate calendaring and CRM system.

Overall: Our law firm has been utilizing Clio as our practice management system for over six years. It is hands down the best practice management system on the market today. It builds immense value, streamlining, efficiency, and organization to our business. From customizable document templates, to unlimited cloud-based document storage Clio is a one-stop shop that covers all bases.

It is a definite value add, is extraordinarily easy to use and customize, and we couldn't run our practice without it.

If you have considered switching to a new practice management system, we highly recommend Clio!

Additionally, the customer support team is incredibly helpful, and can help you find solutions to any problems that may arise while implementing and using Clio.

Recommendations to other buyers: Clio is truly impressive and a real one-stop shop for law Firm practice management. The value it adds to your law Firm is immense, and Clio falls in at a price point lower than almost all of it's competitors. For our law firm, choosing Clio is really a no-brainer.

Clio - not perfect, but a great start

Oct 14, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: Time tracking is very easy, and it handles multiple matters for the same client very well. Reports are useful, most of them. Tasks and the system allowing you to make records of phone conversations are great. Clio Connect and the ability to share documents with clients and others is fantastic.

Cons: Billing system is clunky; contacts management is only okay at best. It's not a cheap solution.

Overall: We've been using Clio for just over a year now in our firm. We've added several new people and consolidated a number of software programs into a much smaller number of programs. The contacts management and documents management features of Clio are not as robust as the other solutions we're using, and we'd like to see some improvements in the contacts system and the ways bills are run and sent. However, the time entry is MUCH easier now, it's overall fairly easy to learn the system and set up new users, and the ability to link contacts to matters is vastly helpful for our conflicts checking (assuming you use it).

Clio is not going to magically make your life better; you still have to learn to use it and then make sure it gets used correctly (we have some attorneys here who haven't been as good about that as the staff and some of the other attorneys have been), but it's so worth the effort. And, if you have a problem, their support staff is fantastic. Quick to respond, very helpful and polite, and if they have to tell you that the requested fix isn't available yet they'll at least assure you that it's being put on the list for future improvements.

We looked at a lot of practice management solutions, and I think we made the right choice in going with Clio.

Clio is a fantastic practice management software!

May 16, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The user interface is intuitive and easy to use. You feel like everything is at your fingertips. This is particularly true if you use the customs matter and client fields to record data you want to have easy access to.

As well, Clio's customer support is great and the software is always improving.

Cons: Accounting and bookkeeping needs cannot be fully satisfied by Clio alone. I use Xero in conjunction with Clio and this combination works well, though the export of data from Clio to Xero is not seamless, particularly with respect to trust accounting. That being said, this solution is workable and can be fully compliant with Law Society of Upper Canada bookkeeping requirements. I have been through a spot audit and a full practice review and passed with flying colours.

The other main issue I have is that there is nothing in place to warn the user that there is no future court date diarized for a matter that is making its way through the courts. Without this check and balance, there is a risk of missing a court date if you forgot to put a new one in after the last one. The only way to make sure this isn't happening is to manually go through each open matter and confirm that it has a future court date input.

Clio Brings Me Peace Of Mind

Apr 07, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Ease of use - even non-tech savvy individuals pick it up quickly.

Cons: I wish it had full accounting capabilities.

Overall: When one is a solo practitioner, there never seems to be enough time in the day to both practice law and manage the day-to-day operations of the business. In addition to the role of lawyer, I also wear the hats of accountant, human resources manager, marketing professional, IT manager, and the go-to person in charge of handling all problems. Clio makes my job(s) much easier by ensuring that I've got practice management covered. Initially moving to the cloud with Clio was much easier than expected, and any questions I had were quickly and efficiently answered by Clio's excellent customer support department. I love learning on my own time, at my own pace, and Clio has a plethora of on-demand training webinars for beginning users which enabled me to quickly get up to speed. The data entry process for both financial transactions and time/cost entries is simple and quick, and there is a wide range of reporting options available to the user. I love having the ability to add extra functionality by integrating with other service applications made available by Clio partners think Dropbox and Fastcase. Further, Clio's mobile app fits in perfectly with my busy lifestyle! If you are deciding on a practice management solution for your law firm, make sure to give Clio a trial run so you can experience its many advantages for yourself.

Couldn't practice without it. Excellent customer online and telephone customer support.

Sep 12, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Can practice anywhere, anytime, with anyone. Super easy to use. Has the features needed most in a law practice - ticklers, deadline management, meeting management, timekeeping, trust accounting, integrated invoicing system. The automated document management system allows makes many of our back office functions and production systems much more efficient. Really appreciate how Clio integrates with major cloud software such as Box, Zapier, Quickbooks, etc.

Cons: Old code and an architecture that feels like it was built 10 years ago - which it was. Constantly needing to refresh the screen to get up-to-date information. User pathing for many common tasks are not intuitive. Project management is terrible - a poor cousin to other software such as Smartsheet. Their "Tasks Chains" is a weak substitute. Most of all, as my firm grows beyond 2 lawyers, Clio's solo-centricity is becoming a problem as it lacks the more sophisticated user-access controls and archiving features found in sofware built for larger firms. I AM told that the #NewClio will fix many of this. Would like to update this review once that new platform is released.

Worklife Balance with Mobility

Apr 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Ease of use, accessibility, reliability and functionality.

Cons: Accounting

Overall: I signed up for CLIO back in 2011. I had recently left an in-house counsel job where I had over 17 years of transactional experience and entering into private practice. I had no clue of practice management software, but needed the best value and an intuitively easy system to grasp, as I had to also balance learning about the "practice" of law. CLIO was so easy to use and build upon. Additionally, through the years, CLIO partnered with many other providers that CLIO serves as the foundation for my practice and the integration of other services makes CLIO undeniably an innovator. I can literally practice with true Mobility and my clients have been able to easily rely on accessing CLIO for document review, payments into trusts or operating accounts. Tracking time, research and phone calls have also become seamless. I count on CLIO as the total practice management tool. Trust accounting ledgers are easy to create by just a few clicks of the mouse. CLIO truly gives lawyers and legal staff freedom to perform client related services from their tablet and smartphone. It has enhanced my staff's performance and permitted me to implement tele work benefits as a result. I am more than happy to talk to anyone who has an interest in implementing a reliable, functional tool such as CLIO to regain or maintain control of their practice.

Great, Simple Cloud Practice Management

Jun 25, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The interface is simple. Non-computer folks are able to use it quickly. Integration with Outlook (contacts, tasks and calendar) great for us. They also make constant updates that are great to see. They are now integrating with Office 365 directly instead of a desktop app. I understand that integration with gMail is even better (but we like O365). Time keeping is also easy. There are also lots more features than we are using, but we have them on our roadmap to implement (like document automation).

Cons: Would like to be able forward Clio notes via email by just clicking a button. We used Clio notes to keep a running update on the case between team members. Also, when there were some significant tech support issues , Clio was slow to react (keeping in mind that an impaired Clio impacts my business). But once they acted (Twitter was a great way to get their attention), they fixed the issues promptly.

Overall: Clio allows us to be more efficient. It is not cheap, but remember that you are not spending money on a server or an IT company. And it allows our team to work from anywhere - car, home, coffee shop, ...

CLIO is a great program

Apr 12, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The Support Team is the best. I love that I can use it for keeping track of clients, matters, notes, and billing all in one place. I also like all of the reports that I can run off for our CPA.

Cons: The "back" button on some of the tabs, especially under Bills doesn't take you back only one screen. I also wish that CLIO had a true accounting feature.

Overall: What I like most about CLIO is that it is constantly evolving and getting better. Every time I have run into an issue, whether it's something that I just don't know how to do, or an issue that I think needs fixing or something that I think needs to be added to make the program be even better, the CLIO support team has always been right there, ready & willing to help. They are the friendliest team ever and are super quick to respond to issues and they even let me know that sometimes my ideas are shared by other customers and have been added to the list of things to be discussed by the team to hopefully be added to CLIO in the near future. At first CLIO seemed overwhelming, but after 3.5 years, me and my boss are still coming across features that are new to us all the time. I tell everyone about CLIO, especially other local attorneys.

Recommendations to other buyers: practice making contacts, bills, matters, etc. and don't be afraid to call for support.

Capterra loader

I am very happy with Clio. It is my office assistant.

Apr 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1) I can check to see which attorneys or paralegals are working on this case by going to activities, 2) If I cannot understand a voicemail message, they don't leave a name, or only have the phone number, I can search contacts using the filter for the phone number which will bring up the client's name, 3) I can look at the progress of a case, 4) Clio just makes my job easier because of these features.

Cons: However, I do not understand why when creating a folder in Clio, I input the name of the folder, but then I have to go back into edits to designate what type of folder it is, i.e., correspondence, pleadings, statements, notes, etc. Why this second step. It would be more convenient if I could designate what type of folder it is when I am creating it.

Overall: It makes my job easier in finding documents, identifying which attorneys or staff is working on the cases, I can record all activities for payments, and can check to see if a bill has been paid, if I cannot understand a voicemail, I can easily use the filter feature using only the phone number to identify the person who left me the voicemail. I can set reminders for me in the tasks to keep me organized, which is very useful. And, Clio makes billing a heck of a lot easier. I could not do my job without Clio. Well, I guess I could do my job without Clio, but why bother when Clio makes my job easier.

Vendor Response

by Clio on April 26, 2018

Thank you for this feedback Deborah! We truly appreciate having you as a customer, and will be sure to share your suggestions with our product team :)

Clio really helped me in my startup law corporation, I felt like I hit the ground running.

Jul 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The best part for me is how easy it is to track clients trust funds, bill for time and get paid. I didn't need to know much as it was all very straight forward and quite easy to use. The graphic user interface is a huge bonus, it just looks great. I especially like the performance tracking and you can see if you are meeting your goals or monthly quota for billable hours. Also, it tells you from the dashboard when you are owed or what is becoming due. The reports is a must and makes trust account reconcilliation very easy to do. Moreover, the matter and client tracking features are fantastic. I like that I could set who can see what and customize my experience with others in the firm. If I had to say in two words what I thought, I would say, "It Good!"

Cons: I suppose getting invited to New Orleans for the conferences and stuff. I mean, its just way too far for me to travel for a conference, maybe if there was something local here in Greater Vancouver, I might be inclined to attend . Also, I hate filling out surveys for companies that get my information for free, so that is why I only gave two words on the feedback survey.

Overall: cash

Capterra loader

Excellent Platform for Solos

Oct 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software has made managing my solo practice a breeze. I love that I can track client bills and trust balances at a glance and can set and track goals for myself with billable time. The note-taking and correspondence tracking functions are essential with divorce clients who often claim they did not receive information; the program can track what documents were exchanged or accessed. The invoicing is simple and pairing billing with LawPay makes it easy to get paid online via credit card. Addition of payment plans has also been a boon.

Cons: I wish that the software had an accounting function, but it does work seamlessly with Xero, my accounting software. I also would change some minor details like adding more user-controlled functions to the reporting capabilities; for instance, I would like to be able to customize exactly what data my reports generate (such as trust ledger reports that included the last action on an individual account).

Overall: I have had excellent experience with this software and constantly recommend it to others, especially solo practitioners because I believe it gives a small office the same abilities of time and matter tracking that much larger firms have always enjoyed.

Clio is an awesome cloud based practice management software!

Sep 12, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Clio is great because it puts everything in one place and it integrates with tons of other apps to make life at the firm easier. It's a one stop shop for keeping track of the calendar, contacts, billable time, expenses, notes, and for saving and sharing correspondence and court documents with our clients. You can filter for just about anything and there are plenty of reports available as well. We also use Clio for billing and keeping track of client trust accounts. Overall, Clio is a great program and it saves our firm a ton of time and money!

Cons: My least favorite thing about Clio is the billing software. For our purposes, it just isn't very user-friendly. We have many clients with multiple matters that need to be billed separately and there's no way to compile all of the invoices for the same client and email them with a single payment link, which leaves us to download and email them separately with a payment link for LawPay (and then we have to individually record each payment). I think for most firms this wouldn't be a problem, but in our case, it takes extra time.

Overall: Clio saves our firm time and money every day. We use it for just about everything!

Complete solution, solid and reliable.

Dec 03, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: It has brought great advantages in the exponential growth of administrative skills, as a company we offer a billing system to all our clients, of high quality, fast and reliable. It has been a software that has undoubtedly provided all its services and functions, although I would like it to be more accessible, the costs can sometimes be somewhat high.

Pros: What I like most about the software is that it works with fluency, it is a solid tool with an intuitive interface. The learning and general training on the software is fast and simple. Customer support is responsible and quick answers any of my questions. It offers the opportunity to integrate functions, which adds much more flexibility. It adapts to my preferences by allowing me to send invoices and documents to all clients, this process makes it fast and effective, I can totally trust him and the work he does.

Cons: I present some problems in the invoicing processes, the functions that it offers me are not completely exact to fulfill each requirement of the management of payments, it needs to improve the invoicing by electronic mail, it is necessary to systematize the work. On the other hand, it is annoying when it does not allow me to pay the total amount but only the payment of the current invoice. I would like the reports to be more precise and in greater detail, we need more features that allow me to personalize with accuracy.

Great Firm Software

Aug 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I have a small firm, with a lot of documents. Being able to upload everything and have it at my fingertips, whether on my computer, or phone, is invaluable. Also, I can work from anywhere. I am not tied to a specific computer where the software must be installed; everything is from the browser. Also, the functionality of being able to make the software categories, front page, etc., match whatever firm/law you want is great! Also the people at Clio listen and make software changes based on customer reviews.

Cons: Few complaints about the software. Would like the Edit button for the matter to be either left or right (have a choice.) When I split a screen on a laptop, I have to scroll over to edit.

Also, when uploading files, having the boxes shift up sooner would be helpful, so you can see the auto-populate.

Overall: Excellent! My assistant works 300 miles from me in a different location out of her house. We are able to function well as a result of the ease of use of this software.

Clio is good if you can use all the features

Oct 31, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Very intuitive. The calendar and tasks are easy to use.

Cons: The sync with Microsoft contacts and the features that it offers were very difficult to sync and use.

Overall: I wanted to learn to use all the features of the software. I tried to use the features such as working with Clio and MS Office, and I had a hard time using and coordinating everything. I used Clio for about 4 years, I took the Clio classes that made me a Certified Clio User or whatever, to no avail.

I went to two of their conferences and even hired someone to help me coordinate the Clio functions like the client portal. After spending a lot of time and money, I decided that paying so much per month to keep a calendar and a list of clients was too much money.

About a year ago I started using a spreadsheet and my calendar to coordinate my hearings, etc, and it has been working well. I am looking to use another software simply because I am working with a partner, but I would keep using my spreadsheet and calendar if I were continuing to practice solo. In short, Clio is good if you can make all the bells and whistles work for you.

I am looking to use a software that gives me the basics and charges accordingly.

So much better than my old software!!

Oct 04, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use

Fast performance

Clear user interface

Available anywhere

Lots of integrations with other products

Great customer training and support

Easy, fast invoicing

Cons: The dashboard needs some work, it's not possible to customize how many days of the year you will work (so you can meet the goals you set) and it's currently not possible to track by revenue in the door, only by billed hours. Would love to have an integration available with project management software since tasks are just to do lists and to do lists don't work.

Overall: I have been using Clio for about a year now and absolutely love it. I used to use Abacus Law which was fine but frustrating. Clio is SO easy to use, I'm a lawyer, not an accountant, but it's easy to figure out what I'm supposed to do. Plus their customer service and on-boarding process are great. Any issues I've had I've been able to resolve quickly with the support team and the development team listens to feedback from users and implements it! Pretty awesome. I have small firm, it's just me. I travel all over the place and I love being able to log into Clio any time anywhere, even from my phone! I capture a lot more of my billable hours. And invoicing my clients in a SNAP. The third party integrations are outstanding, I love how it works with so many other products that I use. I've been able to stack a lot of things to make my firm seem like it's a lot bigger than it is. I <3 Clio! Get it, you will not be sorry.

Recommendations to other buyers: Sign up for the free trial, what do you possibly have to lose?!

Best case management software there is

Aug 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Clio has made it clear they are the leader in case management software for the cloud. Your calendar can sync with Google Calendar making it easy to use with Smart Home Devices like Alexa and Google Home. I can tell my smart home device to tell me what I have on my calendar, and what I put in clio will be there.

Also, the integrations with Zapier making automation easy. Now when I get an appointment from the court (calendar setting), it automatically is added to Clio.

The new Desktop launcher for forms. I can edit forms in Word and they go right back to Clio, amazing.

Customer support is head and shoulders above any other company. I have had a few questions on how to do things, and have never experienced anything but helpful and kind people.

Cons: I wish you were able to change the first page that you see when signing on. Sometimes you may need to open clio in court, or while meeting with a client and you may not want all of your settings, etc. to show. Having just a page that opens when you sign in with little to no information would be great.

CLio its a good option

Oct 31, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We can share information in an easy way with your team, you can take a good control about all your case, your contacts and his documents, we can create a task, assign a task to other persons, even you can maintain connections with your client using CLIO. Also you can access to CLIO using an app or online, CLIO have a calendar to control your appointment. In facts, in my opinion CLIO have almost everythink what we need in a Law office. I have never tried an accounting/billiable section.

Cons: I like the new version but the search option it's not working very good, and in a version online when you want open something always open in a new tab, so, in few minutes you can open 10 o more tabs in the same contact or case.

Overall: I work in a Law office, we have three office and we use CLIO to maintain syncronizaced all our case, documents, contacts and calendars. It's an excellent option, I really like and It's very helpful to organize our jobs. I recomend CLIO 100 %.

We are a boutique family law firm and have been using Clio since our inception 6 years ago.

Aug 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Clio is constantly improving and adding different features. If there is something we want to see, we let Clio know and they respond. Their customer service is excellent - if I have a question or problem, I can easily reach them by phone or email or through chat. It is an innovative practice management solution that attracts firms that want flexibility and value innovation and growth. We also love that there are a number of apps that connect with Clio to make it even more customized and efficient. We use Clio to open files, log time, render invoices, records trust transactions, share documents with clients, manage and delegate tasks and our calendar, and draft documents from easily-generated templates, and more.

Cons: There is always room for improvement! Making the calendar easier to use, creating/improving certain trust accounting features are a couple of the things on our wish list.

Clio is an important part of our firm.

Dec 11, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Calendaring, timekeeping, and invoicing.

Cons: The apps for my phone and iPad are not reliable.

Overall: We are a small criminal defense firm in Texas and have been using Clio for several years. Presently, we have access for almost every member of our firm and each of us use Clio multiple times daily. The calendaring system, timekeeping, and invoice process have proven invaluable. We also use Clio to store documents such as offense reports, probable cause statements, notes, correspondence, etc. We are on our way to becoming a paperless office using Clio. I can access all of my files from any computer. We have been a little concerned about the accuracy of the app for our phones and iPads. Some of our attorneys have stopped using it. Every morning before court, I print out a copy of the day's agenda and bring it with me to court. Overall, I can unreservedly recommend Clio. It has been a huge boon to my firm and it has helped us grow enormously in the past few years.

Recommendations to other buyers: We tried to merge quickbooks with Clio once and it was a disaster. We'd like to try again, but don't want to go through the same experience we endured before. It really was a mess.

Good for Solo

Sep 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I am a solo, limiting my practice to construction law with about a 50-50 mix of litigation and "outside general counsel" for long-term clients. I no longer maintain an office or staff, so a simple but comprehensive case management program is a necessity. Clio Basic handles what I need, especially the ability to digitally file all emails and documents associated with a case. The timekeeping and billing functions work well for me now that all of my clients are using Clio Connect for me to deliver my bills to them.

Cons: I think the user interface for entering client payments is poorly laid out and not very intuitive. I wish Clio would let me apply payments to interest, costs or fees; so that I could decide where I want to write off balances owed.

Overall: Overall Clio was easy to install, easy to set up, easy to input firm and client information into, and easy to operate and manage on a daily basis.

Clio has improved our firm's productivity and ability to share cases among multiple attorneys.

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The easy to use tasks lists and calendar features allow you to keep track of cases that will last multiple years. The client pages make it simple to capture the most relevant data and centralize important notes and case updates. There are also features that allow you to set up templates and auto-generated invoices. Clio is also integrated with many other programs, which makes updating multiple platforms simultaneously possible.

Cons: There is not much that I do not like about this software. If I got really picky, I would want the task list to return you to the place you left off after marking a task as complete instead of returning you to the first page of your task list.

Overall: Our staff and attorneys are more productive. It has also increased our ability to work remotely.

Vendor Response

by Clio on June 15, 2018

Thank you for the review, Jaime! We're glad to see that Clio is helping bring efficiencies to your firm, and greatly appreciate your feedback on tasks!

Couldn't function without my Clio!

Aug 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It assists me in all of my client matters on a daily basis. I love the shortcuts and the ease of use. Clio is consistently updating the software and making my job easier!

Cons: Sometimes redundant in areas that I have to go out of and back to over and over. I filter the client list to clean it out and after each deletion have to go back to the beginning and filter again and go through 4800 records to get where I just was.

Also, I would like to give view only permissions to some of the staff, but this is not an option.

Overall: Honestly, I love Clio. I have worked in the legal field for many years, on many software systems and by far Clio is the best. it simplifies my time keeping (Paralegal) and my invoicing (Biller) duties.

I am awaiting the release of the CRM module with baited breath!

Vendor Response

by Clio on September 14, 2018

Thanks for the review, Tammy! Glad to see we've been serving you well for 2+ year! Be sure to check out Clio Academy for free lessons to build more efficiencies in your firm using Clio!

Valuable case management program for a solo practitioner at a fraction of the cost.

Apr 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Here are all of the awesome features: billing, case management, contacts, document upload, bank account management, including IOLTA Account, financial metrics, and reports. I understand Clio now offers court calendar deadlines. That alone is worth the price of Clio if anyone had to calculate deadlines manually or have had a very expensive court calendaring program. I haven't tried it yet because I don't pay for the highest tier.

Cons: Calendaring. I hate having to manually put in everyone's reminder dates for deadlines. I have to do this for every calendar entry. If I was calendaring pretrial deadlines, I'd be spending a half day calendaring. If there was a way to do batch reminders for a certain case, that would be ideal, especially if the same people are assigned to one case and the reminder (tickler) deadlines are the same across the board.

Great database for a small law firm trying to go paperless

May 22, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Ease of use. CLIO has become a daily part of my law practice. Taking notes, keeping track of case expenses and accessing documents are all part of what makes CLIO worth the investment. The App helps when on the go.

Cons: CLIO is a great tool for small law firms. I would like to see the site have more of a dedicated Personal Injury slant, since that is my focus. The App could use a few simple adjustments as well. CLIO has made a significant impact on my law practice and I would recommend it to the solo/small law firms who are looking for an easy to use database.

Vendor Response

by Clio on June 01, 2018

Thank you for the review, Mark! We're always looking to improve Clio, and would certainly appreciate any recommendations you have! If you haven't already, you may be interested to try custom fields. This will allow you to build fields that are specific to your practice area. https://support.clio.com/hc/en-us/articles/203139244-Custom-Fields-Creating-Contact-Matter-Custom-Fields-Sets

Clio is very user friendly and easy to teach and learn with.

May 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the space. The presentation of the system. I spread apart enough for easy reading for those of us that are not young anymore. I like how easy it is to learn and understand. You could honestly use this system without knowing anything about it.... and pick it up quickly because it's understandable.

Cons: I honestly don't have any complaints about it. I would like to see a way (which there might already be) to automatically track time based on the case you are in so it doesn't have to be done manually.

Overall: You can move fast from screen to screen because of the "easy on the eyes" reading. I have recommended this product to every single firm I have worked at. I have used approximately 5 different systems.. and this is BY FAR the best out there.

Vendor Response

by Clio on May 18, 2018

Thank you for the review Gretchen! Happy to see Clio has served you well over the years. Will be sure to share your recommendation on time tracking with our product team.

Great case management software.

Mar 23, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Easy to use and you can use it from anywhere you have an internet connection.

Cons: I cannot reconcile my own accounts because I could not figure out how to export everything into Quickbooks and make it work.

Overall: We went from PCLaw to Clio because our office was growing and we wanted a cloud-based software program. We wanted to be able to work from anywhere we had internet access. Clio has met all of our needs except one. I really liked being able to balance my operating and trust accounts in PCLaw. Clio does not provide for reconciliation. It is compatible with other accounting software like Quickbooks, but I found it difficult to do the exporting and have everything match up with invoicing being done in Clio not in Quickbooks. I ended up turning over my accounting side of things to my accountant. They match up my bank statements with my account activity in Clio and let me know if anything got posted wrong in Clio. I am sure, however, that those who are more computer savvy than I would be able to make it work.

Recommendations to other buyers: No.

Capterra loader

Awesome software, great ease of use, good customer service, new features are always being added!

Apr 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: CLIO is an easy to use full service case management software package. We literally have no limits with this platform. We love using the time feature, creating new template for efficiency, and the integration with tons of other applications. I like the ability to switch back and forth with the new interface, and If we do have questions, the customer service has always been great.

Cons: The biggest issue I have is technical. Sometimes the servers will be busy and we can't access our documents through CLIO or other times we won't be able to generate documents due problems in the cloud. These problems never last long (maybe a few hours), but we rely on this software a lot so it can be a big deal when it happens. Nothing is perfect and we don't encounter these problems often.

Overall: Mobile access, ease of use, multiple useful features.

Capterra loader

High quality, fast, feature-rich practice management software for lawyers

May 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: The software has everything a growing law firm needs, from easy-to-use time keeping and management, to great looking invoices, to integration with trust and operating accounts, document management and more.

Cons: Sometimes, I think the CEO or CTO, or whomever makes the priority decisions is more a UI expert than an attorney. I feel like they make UI decisions over practical functionality decisions, and don't consult with their user base as much as they should.

With that said, I've been a client a long time (growing from 1 user to over 20), and they have improved their platform and moved things in the right direction. I couldn't be happier.

Vendor Response

by Clio on June 01, 2018

Thank you for the review Larry! We're glad to see that you're happy with our improvements in Clio! If there's anything specific you'd like to see in Clio, please let us know and we'll be happy to share with the product team :)

Never left guessing : Clio is real time connection for business and transparency for clients

Oct 04, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Quick reference

Calendar

Time entry that auto generates bills

Task reminders

Cons: No spell check

Poor calendar feed sync - wait times are too long for appointments made in Clio to show up on iPhone

Contacts search - need more than just (Last Name, First Name) view because sometimes I cant remember clients last names.

Overall: There is no limit to the ability to quickly search a client matter in Clio or in the Clio app for iPhone. I see so many of my colleagues rummaging through files when having to make reference to a matter, and if their not rummaging through files - they just cant seem to remember what they need to at that moment because we are all so busy. At no time has Clio not provided my partner and I the ability to; on demand quickly search for any client, document, date, or information. Literally with a simple search function, we can search through every item in our Clio database that references our search query. We can share, print and email the information on demand also. Clio connects is another great way we keep communication open with our clients -we are transparent with billings, time allocation to matters and with what is going on. This goes a long way for us and our clients really appreciate it.

Recommendations to other buyers: Must have ability to set appointment in iPhone and have it immediately sync with Clio Calendar. Still working with 2 calendars - not fun.

I've been using this system for 6 years. Such an easy transition from what we used before.

Apr 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything is at your fingertips in one location. No changing from one program to another for calendaring, for billing, for note taking and inserting emails into matters.

Cons: Sometimes, not all times, I am unable to delete an event. I, with the help of the support team, have figured out how to get around that. I'm sure it is something I am doing or not doing, but again, I can still get around it and delete the event eventually. That is not a major concern.

Overall: Multi-tasking at its best! Everything is in one location, one program. Calendar, billing, note taking, etc. I'm sure there are many more features, I just haven't learned them yet. Change is never easy, but Clio has a great support staff to connect to however you like to communicate. Whether it be by phone, email or online chat. The transition from the several different programs we used prior to Clio was so smooth.

Clio Has Grown with Us

Oct 25, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: In researching practice management software when opening our mainly-construction based law office 3 years ago, we decided to choose Clio based on reading product reviews and ease of use for new users. Now, 3 years later, we are pleased that Clio has been able to grow with our practice and expand easily to multiple users as we have hired additional attorneys and support staff. While we haven't yet chosen to take advantage of all of Clio's features, we have been pleased as we transition into using specific features based upon our needs. For instance, we utilized Clio Connect in order to send invoices to clients last month for the first time, and as a result, I am actually looking forward to this month's billing cycle as it seems much less daunting and time-consuming! We hope to continue to expand our use of features and Customer Service has been stellar in documenting my suggestions and experiences. We highly recommend Clio to attorneys who are beginning the self-employment journey just as we did 3 years ago.

Clio Review

Jun 17, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Clio has driven my firm to more efficiency which increased our capacity to take on more cases, grow revenues and expand our brand. Having all of our contacts, matters and important case documents and information in the palm of your hand promotes organization and communication because the information is stored in Clio and easy to access and share.

Cons: The accounting system is still developing. Invoicing clients is amazing, and so are the Clio payments feature and accounts receivable reports. But it's not yet possible to track firm expenses, only matter expenses.

Overall: Contact, Matter and Document creation, and organization in a mobile friendly and intuitive software that promotes growth with increased capacity created with efficiency and greater communication with clients because information is readily available and easy to share.

A product with strong potential to be a market leader supported by developers who listen

Aug 29, 2015
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: I toyed with the Clio free trial a few times over the years. Initially I was turned off by it's 'clunky' back end appearance and that horrible yellow colour its branding used to be. For example once you start adding custom fields to contacts and matters, things can get rather messy on that back end, thank god for API integration and document automation I say, so clients never need to know the house isn't always in order..

However, I was hooked back in this year when I noticed a link on their help site that linked to a document about how they had made amendments to their reports to ensure it complied with NSW Legal Services Trust Accounting requirements (this came from a current clients needs and request).

Shock Horror, a foreign product that caters for Australian legal and practice requirements... first tick!!

The second tick came shortly after, whilst still on Clio's Help site I noticed the documents on that site, are well awesome, in fact they are soo good I don't think Ill ever have to contact CLIO customer service... something I loathe doing. The help-guides really let you understand the program ad how to make it work for you... right down to 'why on earth should I create task lists? and if I do, how can I make it work for me.'

The third tick I will mention is its document storage and automation system... Although users are desperately waiting for developers to fully link dropbox so that you can create templates straight into a clients folder in your dropbox (developers have indicated this is on the 'to do list'), not least because down the track, if you need to you can get quick access to the document directly by opening the folder on the dropbox app on your phone. Besides that faux par... clio does make document automation simple... I successfully ran a paperless Tax season this year using generated documents, I produced from Clio templates for tax clients, and then by applying electronic signatures before lodging returns online and e-mailing a copy to the client... simple, organised, clean and best of all, my house is no longer filled with random paperwork depicting peoples financial details.

Outstanding Product - Critical to the Success of My Firm

Oct 25, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Comments: I have been a Clio user for two years - since I left the world of Biglaw to open my own solo practice. When I was in Biglaw, I was forced to use four independent software products to do what Clio allows me to do in a single, integrated product. It is very user friendly, and for the most part intuitive. Because Clio is cloud-based, users benefit from a continual flow of upgrades, improvements and enhancements. The quality of the learning resources have also improved a lot over the past two years. My only minor criticism would be - I think Clio could do a better job of promoting these learning aids to its users, as I sort of stumble upon them, usually when I was looking for something else. I cannot imagine practicing law without Clio. If you are looking for software to run your practice, look no further. I also appreciate Clio's deep and sincere interests in enhancing the success of its users. The annual Clio Cloud Conference is an extraordinary event that is not to be missed. Thank you, Clio.

Capterra loader

This is so much easier than every other practice management/billing software I've used in 20 years.

Oct 17, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: 1) Very easy to use; 2) can access from anywhere; 3) no learning curve; 4) easy to set up; 5) easily customizable and layout/setup changes can be quickly made and reversed with no negative effects; 6) integrates with our accounting software; 7) customer feedback directly effects changes in the software; 8) every part of our practice can be integrated into Clio to allow us to work from literally anywhere that has an internet connection, enabling freedom to leave the office without carrying bulky paper files or worrying about our VPN connection.

Cons: Let me preface by saying that I know there are many improvements being made in the software at this moment, which I will expect will fix my complaint. I really wish the reporting options gave more freedom and flexibility. There are custom reports that I wish that I could run as well as running some available reports with different sort or filter parameters. Currently, I have to run dozens of the same report using the filters allowed to get a couple pieces of data off of the last line of a 25+ page report.

Intuitive and highly functional

Mar 05, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: We have a high volume practice and the ease of moving between matters is awesome. Having all of our file information at the touch of a button is great. Our entire practice is on my iPhone and can be accessed from anywhere. Also, the upgrades usually are, in fact, upgrades as opposed to change for the sake of change. We have used Clio since we opened on January 1, 2012 and we are miles ahead of where we thought we would be due to this amazing, cost-effective too. We could not be happier.

Cons: I did not like the overhaul of the document management system. However, it has clearly improved and is much more functional. Other than that, we are thrilled with the functionality, simplicity of use, and cost effectiveness of the app.

Capterra loader

Best Practice Management Cloud Program!

Apr 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The seamless integration with Xero is outstanding. The conversion process from PCLAW (after using such for 20 years) was easy and the integration team over delivered. I went paperless and Cloud based a year ago and would not have been able to do it without Clio and their team. Their staff is easy to reach and always answers our questions quickly and teaches us what we need to do and know.

Cons: I know that they are working on the trust integration with Xero accounting and I'm willing to be patient, but I'd like full trust capability in Clio e.g. reporting and without any double entry into Xero and then Clio. There are some new features with this that I have noticed and am happy so far.

Overall: fast use and ease of use and able to access anywhere since Cloud based. I love the Clio app on my phone and how I can access everything I need to for communicating with clients while out of the office or billing while out of the office from my Clio app.

Good capability for solo and very small, growing to fit slightly larger firms

May 24, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Cloud accessibility, excellent time tracking functionality and let's me track several different ways and in many different places. Makes it much easier to track what I've done throughout the day and add time to it. The app, while it struggles sometimes, has been very useful and will continue to be useful. I can log time from the day with a three year old in my lap at home.

Cons: The accounting aspect of it / integration is sometimes wonky. It would be very helpful to have drag-and-drop storage organization, i.e. a simpler UI for organizing files in matters that are already in Clio.

Does not fit very well for creditor's rights practice.

Bill customization is nice, though not a particularly easy UI to get used to.

Would really like a native Office 365 email integration that doesn't involve third party software that is of questionable reliability / usefulness - something akin to the gmail integration would be awesome.

Overall: Flexibility in work location, good cloud storage capability in a way that organizes / sorts nicely with matters and clients. Billing is relatively easy.

I was among the first Clio users, and I still love it!

May 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple, easy to use, and there's no software to buy or install. Since its all cloud-based, I can access my timekeeping and invoice files anywhere I have internet.

Cons: You do have to be careful about how you enter and classify time, in order for it to appear as expected in the reports. Time has to be "billable" to appear in reports, so administrative time has to be made "billable" and then cleared out periodically by "billing" it, to generate year-end reports.

Overall: Timekeeping, invoicing, tracking of client expenses, documents and scheduling.

Vendor Response

by Clio on June 01, 2018

Thanks for the review, Beth! Glad to see that Clio is serving you well. You may be interested in this short article on how to tackle administrative time tracking with Clio ;) https://support.clio.com/hc/en-us/articles/115003672733-KCS-How-to-Track-Administrative-Time

Great price for the software and getting better and better

Feb 13, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: We have been clio users from the inception of our law firm and I am thankful we did. It has taken some time investment to get it set up correctly for our business but I believe we are getting there and there are features of clio that are well worth the money (even just using it for those limited features).

Pros: Clio is great case management software. The calendaring system makes things very easy and I often enter calendar items or view from my cellphone. Definitely helps keep your practice operating smoothly.

Cons: Creating a workflow that works for our business has been a challenge. Would like more flexibility with trust requests/accepting payments in clio, etc. For example, we accept non-refundable retainers which go directly into our operating account. These are still treated as piggy banks (our clients get statements at the end of month to show how much they have remaining) and Clio doesn't seem to accurately reflect this idea. The way it labels "fees" "payments" seems confusing. Would also like an ability to enter time quickly for a matter (without having to go to the particular matter and then hit "time).