# Clio Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Clio Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Clio Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/105428/Clio --- # Clio Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 4, 2025 Written byEduardo Garcia Eduardo Garcia Eduardo Garcia is a content analyst at Capterra, covering research on new technologies and specializing in retail and healthcare. His research has appeared in The Times, Wired UK, Tech Radar, Customer Experience Magazine, the NHS and Computer... [See bio & all articles](https://www.capterra.com/resources/author/eduardo-garcia/) Edited byLindsay Page Lindsay Page Editor Lindsay Page has been an editor at Capterra for three years. She specializes in editing data-driven research and tech trends reports for small and midsize businesses. She has more than a decade of experience writing and editing for a variety o... [See bio & all articles](https://www.capterra.com/resources/author/lindsay-page/) Editor Written by [Eduardo Garcia](https://www.capterra.com/resources/author/eduardo-garcia/) Eduardo Garcia is a content analyst at Capterra, covering research on new technologies and specializing in retail and healthcare. His research has appeared in The Times, Wired UK, Tech Radar, Customer Experience Magazine, the NHS and Computer Weekly. Edited by [Lindsay Page](https://www.capterra.com/resources/author/lindsay-page/) Editor Lindsay Page has been an editor at Capterra for three years. She specializes in editing data-driven research and tech trends reports for small and midsize businesses. She has more than a decade of experience writing and editing for a variety of industries, with expertise in cybersecurity, corporate and securities regulation, and finance. She has been a writer, editor, senior editor, and associate director. [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Clio Clio Overview: ### Key takeaways Insights from verified Capterra reviews Clio is a cloud-based law practice management tool primarily used by small legal firms for daily case tracking, billing, and client communication. It stands out for its intuitive time tracking and invoice creation features, with integrations such as QuickBooks and LawPay. Users consistently flag reporting limitations and email syncing issues. In 2025, Clio introduced Drafting AI to streamline document creation. ### Our verdict Clio is a practical choice for small legal teams that need a centralized system for managing cases, billing, and client communication. While it simplifies daily operations, buyers should expect occasional bugs, limited reporting flexibility, and added costs for advanced tools such as Clio Grow or Drafting AI. For firms prioritizing ease of use over deep customization, the trade-off may be worthwhile. Overall rating Based on 1,691 user reviews Reviews sentiment Positive 94% Neutral 3% Negative 3% Pros & cons Comprehensive practice management platform Remote practice management mobility Recurring technical glitches and outages Limited customizable reporting tools Starting price $49 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Clio alternatives Clio may not suit firms that need deeper reporting, broader accounting features, or more flexible integrations. Buyers seeking a different interface style or pricing model might explore other law practice management tools that better align with their workflows. Highest Rated [4.7 (522)](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/reviews/) Starting price $59.00 Per User, Per Month [4.6 (783)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $49.00 Per User, Per Month [4.4 (200)](https://www.capterra.com/p/58931/Neos/reviews/) Starting price $109.00 Per User, Per Month [4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/) Starting price $99.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/105428/Clio/alternatives/) ## Who uses Clio? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Comprehensive practice management platform 95% positive reviews out of 126 Most users report practice management features streamline operations, centralize case data, and boost overall efficiency. Steve S Attorney, 2 - 10 employees. "I have used Clio for a number of years and have found it to be the perfect solution to practice management for my firm." Recurring technical glitches and outages 67% negative reviews out of 124 Most users report frequent bugs, syncing errors, and slow issue resolution disrupt workflow and reliability. Ryan Z Owner, 1 employee. "Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of the desktop launcher." Remote practice management mobility 91% positive reviews out of 113 Most users comment mobile access allows case management, time entry, and document retrieval from any location. Candice C Atty, 1 employee. "The phone app makes me look brilliant when not having a file in front of me." Limited customizable reporting tools 52% negative reviews out of 93 Some reviewers find reporting lacks customization, advanced analytics, and consistency, making data extraction frustrating. Iryna G Staff Accountant, 11 - 50 employees. "Sometimes reports are not generating, showing an error and i have to log out and log in again." Flexible time and case tracking 91% positive reviews out of 69 Most reviewers describe time tracking as intuitive, enabling accurate billing and monitoring of productivity across matters. Starla F Paralegal, 2 - 10 employees. "Easy to track time with dedicated time-track start button on top of every page; click it and go." Insufficient integrated accounting features 44% negative reviews out of 68 Some reviewers indicate accounting tools lack payroll, trust management, and reliable integration with external software. ## Clio's interface Clio’s interface is structured for quick access to billing, case files, and client data, with users praising its organized dashboard and navigation. However, some reviewers report latency issues, crowded screens, and friction when managing custom fields or switching between tasks. 2+ Eduardo Garcia You’ll find Clio’s layout practical for daily billing and case tracking, but expect occasional delays and extra clicks when navigating between activities. Reviewers say the dashboard helps monitor firm finances, though customizing fields or managing approvals may slow your workflow. Ease of Use 4.6 (1,686) 4.6 Based on 1,686 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Eduardo Garcia Clio’s top-rated features work together to simplify billing and case oversight, helping teams reduce manual entry, stay organized, and maintain visibility across matters and deadlines without relying on external systems. Features 4.5 (1,676) 4.5 Based on 1,676 reviews The Clio features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published across all reviews. Case management 4.5 (143) 143 reviewers rated this feature Track case status, documents, contacts, calendar events, and communications in one place. Custom fields and associated contacts support firm-specific workflows. Navigation is straightforward, and integrations with Dropbox and other tools enhance accessibility. Invoice creation 4.5 (204) 204 reviewers rated this feature Create invoices quickly using batch or individual billing, templates, and QuickBooks integration. Time entries flow directly into invoices, reducing manual work. Reviewers note professional formatting and easy sharing, though template editing could be more flexible. Legal case management 4.4 (278) 278 reviewers rated this feature Manage legal matters, deadlines, and client data securely with customizable categories and matter stages. Outlook and MS365 integrations help track communications and deadlines. Some users mention friction with repeat tasks and matter labeling. Online invoicing 4.3 (185) 185 reviewers rated this feature Send invoices electronically to shorten payment cycles and improve client compliance. Clio Payments supports credit card and eCheck options. Firms benefit from reduced mailing costs and streamlined billing, though some dislike the eCheck setup flow. Time tracking 4.2 (304) 304 reviewers rated this feature Log billable hours via timers, calendar events, or manual entry. The system supports flat and hourly billing, and is accessible on desktop and mobile. Reviewers value contemporaneous tracking and analytics, though some want multiple active timers. Clio Grow (Client intake and CRM) 0 reviewers rated this feature Supports lead management with customizable intake forms, online appointment booking, and integration with Google Local Services Ads to attract and convert prospects. Clio Duo (Legal AI assistant) 0 reviewers rated this feature Automates legal tasks such as summarizing documents, extracting cited information, and generating recommendations to speed up casework and reduce manual effort. Clio Draft (Document automation) 0 reviewers rated this feature Enables firms to create fillable court forms and reusable templates, with autofill capabilities that streamline document preparation and reduce errors. Clio Accounting 0 reviewers rated this feature Centralizes legal accounting by tracking transactions, syncing with billing, and providing financial insights tailored to law firm operations. Clio Duo (AI assistant) 0 reviewers rated this feature Automates legal tasks such as summarizing documents, extracting cited information, and generating insights to support faster decision-making. (Launched Q2 2024) Text to pay in Clio Payments 0 reviewers rated this feature Lets firms send bills and trust requests via SMS, improving client responsiveness and reducing payment delays. (Launched Q3 2024) Automated workflows in Clio Manage 0 reviewers rated this feature Uses templates to assign tasks and generate documents based on triggers, helping firms standardize processes and reduce manual work. (Launched Q4 2024) Clio File 0 reviewers rated this feature Supports electronic court filing in Texas and Georgia, with expansion planned. Enables direct submission of documents from Clio. All key features (150) Define levels of authorization for access to specific files or systems 38.10% of 21 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. 47.62% of 21 reviewers that rated this feature as important or highly important Integrate with a third-party accounting system 100.00% of 1 reviewers that rated this feature as important or highly important Track money owed to a company's creditors/suppliers 0% of 0 reviewers... Track outstanding invoices and the money owed from clients 0% of 0 reviewers... Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. 0% of 0 reviewers... Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) 0% of 0 reviewers... Dashboard to view the status of ongoing processes, identify current incidents and track past activities 60.00% of 25 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 50.00% of 2 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 100.00% of 1 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 50.00% of 2 reviewers that rated this feature as important or highly important Manage various aspects of appointments including booking, rescheduling, canceling 60.00% of 5 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes 50.00% of 2 reviewers that rated this feature as important or highly important Manage adding fixed assets to proposed budgets 100.00% of 1 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. 0% of 0 reviewers... Uses templates to assign tasks and generate documents based on triggers, helping firms standardize processes and reduce manual work. (Launched Q4 2024) 0 reviewers rated this feature Data is backed up automatically to prevent data loss 0% of 0 reviewers... Setup and send recurring or automated bills 100.00% of 1 reviewers that rated this feature as important or highly important Create backups and provide methods to recover deleted/lost data 76.47% of 17 reviewers that rated this feature as important or highly important Compare and match accounting/financial records with corresponding bank statements 0% of 0 reviewers... Management of a legal case related to insolvency of a business or individual 0% of 0 reviewers... Track billable hours and/or non-billable expenses for work performed 100.00% of 3 reviewers that rated this feature as important or highly important Track the list of items required to be billed/invoiced to clients 20.00% of 25 reviewers that rated this feature as important or highly important This aspect helps you manage billing, invoicing, and payments in one system. Reviewers appreciate online payment options, reminders, and trust account management, but some mention limited invoice design and delays with Clio Payments. 68.86% of 395 reviewers that rated this feature as important or highly important Gateway through which end users can view past bills and pay current invoices 83.33% of 6 reviewers that rated this feature as important or highly important Setting up the amount/charge for per hour of work by a company or professional 66.67% of 3 reviewers that rated this feature as important or highly important Accounting functionality within the system, not requiring integration with third-party tools 0% of 0 reviewers... Track and manage schedules and meetings via an integrated calendar 80.00% of 60 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 0% of 0 reviewers... Notifications/alerts for upcoming events or tasks 0% of 0 reviewers... Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process 70.55% of 146 reviewers that rated this feature as important or highly important Track case status, documents, contacts, calendar events, and communications in one place. Custom fields and associated contacts support firm-specific workflows. Navigation is straightforward, and integrations with Dropbox and other tools enhance accessibility. 143 reviewers rated this feature Access and track notes regarding case activities and updates within case files 52.86% of 140 reviewers that rated this feature as important or highly important Issue payments to third parties via checks 0% of 0 reviewers... Manage contact details and communication with clients 64.09% of 181 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients 33.33% of 3 reviewers that rated this feature as important or highly important Centralizes legal accounting by tracking transactions, syncing with billing, and providing financial insights tailored to law firm operations. 0 reviewers rated this feature Enables firms to create fillable court forms and reusable templates, with autofill capabilities that streamline document preparation and reduce errors. 0 reviewers rated this feature Automates legal tasks such as summarizing documents, extracting cited information, and generating insights to support faster decision-making. (Launched Q2 2024) 0 reviewers rated this feature Automates legal tasks such as summarizing documents, extracting cited information, and generating recommendations to speed up casework and reduce manual effort. 0 reviewers rated this feature Supports electronic court filing in Texas and Georgia, with expansion planned. Enables direct submission of documents from Clio. 0 reviewers rated this feature Supports lead management with customizable intake forms, online appointment booking, and integration with Google Local Services Ads to attract and convert prospects. 0 reviewers rated this feature Provides a channel for team members to share media files, communicate, and work together 100.00% of 1 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat 66.67% of 3 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier 25.00% of 4 reviewers that rated this feature as important or highly important Search and check for conflicts of interest or statutes of limitations 41.67% of 12 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. 50.00% of 26 reviewers that rated this feature as important or highly important Manage, organize, and store contact information 58.97% of 39 reviewers that rated this feature as important or highly important Business model where clients pay their lawyer a fee only if the case is won/settled successfully 100.00% of 1 reviewers that rated this feature as important or highly important Track, store, and access client contracts or licenses 0.00% of 2 reviewers that rated this feature as important or highly important Scheduling based on federal, state, or local court rules and deadlines 0% of 0 reviewers... Accept and process credit card transactions 90.00% of 10 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 42.86% of 7 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. 53.85% of 13 reviewers that rated this feature as important or highly important Reports that show customers their invoices, payments, and balance on the account 0% of 0 reviewers... Add customized logos and colors to align with company branding 0% of 0 reviewers... Customize data fields to support various needs and use cases 61.90% of 21 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 0.00% of 1 reviewers that rated this feature as important or highly important Invoices that can be tailored according to company's branding, payment terms and personalized information 0.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of reports 100.00% of 1 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 33.33% of 3 reviewers that rated this feature as important or highly important Import and export data to and from software applications 50.00% of 6 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 50.00% of 6 reviewers that rated this feature as important or highly important Specify or track the date/time a project, task, etc., is due for completion 71.43% of 7 reviewers that rated this feature as important or highly important Accept and process credit/debit card transactions 0% of 0 reviewers... Manage and maintain a detailed record of information and updates associated with each court case 100.00% of 4 reviewers that rated this feature as important or highly important Automated or logic-based workflows that assist in the creation of electronic documents 80.00% of 5 reviewers that rated this feature as important or highly important Scan, move or upload electronic files within the software's repository 0% of 0 reviewers... Assign categories, labels, tags, or attributes to documents for organization, search and storage 100.00% of 1 reviewers that rated this feature as important or highly important Custom forms to streamline repetitious aspects of a document 56.25% of 16 reviewers that rated this feature as important or highly important Clio enables you to store, organize, and share documents securely, with integrations for Google Drive, OneDrive, Dropbox, and Box. Reviewers appreciate easy sharing and client portals, but some report syncing issues and desire more robust collaboration tools. 55.76% of 269 reviewers that rated this feature as important or highly important Review and analyze existing information across documents 0% of 0 reviewers... Store and organize documents in a centralized system 23.08% of 13 reviewers that rated this feature as important or highly important Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file 0.00% of 2 reviewers that rated this feature as important or highly important Transmit documents to regulatory authorities over the web 0% of 0 reviewers... Electronically collect payments for goods or services 100.00% of 1 reviewers that rated this feature as important or highly important Digitally sign online documents 33.33% of 6 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps 54.67% of 75 reviewers that rated this feature as important or highly important Attaching relevant receipts or supporting documents to submit expenses for reimbursement 0% of 0 reviewers... Monitor and record expenses such as purchases or charges incurred 66.67% of 99 reviewers that rated this feature as important or highly important Create, save, and store files 100.00% of 1 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more 50.00% of 4 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization 100.00% of 3 reviewers that rated this feature as important or highly important Generate reports to assess the financial performance of an organization 0% of 0 reviewers... For legal practices focusing on issues involving family relationships, such as divorce, child custody, adoption, divorce, and more. 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... Software is specifically designed to address the needs of professionals in the law industry 0% of 0 reviewers... Specifically designed to address the needs of law firms and legal departments 50.00% of 14 reviewers that rated this feature as important or highly important Primarily serving startup companies 0% of 0 reviewers... Automate repetitive tasks such as filling out information or creating certain types of forms 0% of 0 reviewers... Store, manage and track all forms in a centralized location 66.67% of 3 reviewers that rated this feature as important or highly important Search for specific words or phrases within a document or database 40.00% of 5 reviewers that rated this feature as important or highly important Centralized accounting record which tracks all financial transactions 0% of 0 reviewers... Business model that charges based on the amount of time spent on an hourly basis 100.00% of 4 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time 0% of 0 reviewers... Track interaction history by documenting conversations for contacts 0% of 0 reviewers... Clio offers automated invoice creation, customizable templates, and bulk billing. Users think invoice generation is easy and integrates with QuickBooks and Clio Payments, though some wish for better paper invoice support and easier template editing. 63.41% of 205 reviewers that rated this feature as important or highly important Create invoices quickly using batch or individual billing, templates, and QuickBooks integration. Time entries flow directly into invoices, reducing manual work. Reviewers note professional formatting and easy sharing, though template editing could be more flexible. 204 reviewers rated this feature Store and view prior invoices for each account/client 47.71% of 109 reviewers that rated this feature as important or highly important Captures invoice data and maintains comprehensive records for auditing and reporting purposes 75.86% of 29 reviewers that rated this feature as important or highly important Creation, processing, verification, and execution of invoices till the payment is made 60.53% of 38 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers 0.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process 64.29% of 14 reviewers that rated this feature as important or highly important With this capability, you can organize cases, contacts, and documents in one place, accessible anywhere. Reviewers appreciate customizable categories, task tracking, integrations with Outlook, MS365, and DocketTrak, but some find linking multiple files under one client challenging. 68.64% of 287 reviewers that rated this feature as important or highly important Manage legal matters, deadlines, and client data securely with customizable categories and matter stages. Outlook and MS365 integrations help track communications and deadlines. Some users mention friction with repeat tasks and matter labeling. 278 reviewers rated this feature Repository of industry-specific forms that can be used as is 0% of 0 reviewers... Access software remotely via mobile devices 50.00% of 38 reviewers that rated this feature as important or highly important Access the system via a mobile application 100.00% of 3 reviewers that rated this feature as important or highly important Clients can submit payments via mobile devices 0% of 0 reviewers... Manage and handle various international currencies 20.00% of 5 reviewers that rated this feature as important or highly important Manage and support multiple locations 100.00% of 1 reviewers that rated this feature as important or highly important Process payments via multiple modes directly through the application 0% of 0 reviewers... Online forms for managing client intake 0% of 0 reviewers... Create, send, and view electronic invoices 56.15% of 187 reviewers that rated this feature as important or highly important Send invoices electronically to shorten payment cycles and improve client compliance. Clio Payments supports credit card and eCheck options. Firms benefit from reduced mailing costs and streamlined billing, though some dislike the eCheck setup flow. 185 reviewers rated this feature Accept and process online payment transactions 0% of 0 reviewers... Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc. 0% of 0 reviewers... Accept, record, and reconcile financial transactions 73.91% of 23 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows 0% of 0 reviewers... Integrates with QuickBooks 0% of 0 reviewers... Receive data and information in real time 82.35% of 17 reviewers that rated this feature as important or highly important Active reporting of data and metrics 0% of 0 reviewers... Upload, track, and submit receipts in a central database 100.00% of 2 reviewers that rated this feature as important or highly important Ability to record, store, update, and retrieve information 0% of 0 reviewers... Automated process of charging customers at regular intervals for repeated access or use of a product or service 100.00% of 5 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 91.67% of 12 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 33.33% of 18 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 90.91% of 11 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status 58.82% of 17 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria 77.27% of 22 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches 94.44% of 18 reviewers that rated this feature as important or highly important Send messages via SMS 0% of 0 reviewers... Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access 50.00% of 50 reviewers that rated this feature as important or highly important Track staff hours through a calendar view 0.00% of 1 reviewers that rated this feature as important or highly important Includes legal forms compliant with the different requirements of specific state legislature 0% of 0 reviewers... Track the status over time for a request, process, asset, or transaction 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 50.00% of 130 reviewers that rated this feature as important or highly important Track the status and progress of tasks 63.64% of 11 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks 84.62% of 13 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment 0% of 0 reviewers... Implementation of various strategies to manage tax obligations via planning and maintaining compliance 100.00% of 1 reviewers that rated this feature as important or highly important Lets firms send bills and trust requests via SMS, improving client responsiveness and reducing payment delays. (Launched Q3 2024) 0 reviewers rated this feature Set up connections to third-party platforms to improve business processes 71.43% of 35 reviewers that rated this feature as important or highly important Log and record hours worked and costs spent to assist in billing and invoicing 64.29% of 28 reviewers that rated this feature as important or highly important Clio gives you flexible time tracking with timers, manual entries, and mobile access. Reviewers appreciate easy tracking for billing, productivity, and analytics, but some mention needing better support for multiple timers and syncing with specific billing increments. 65.09% of 318 reviewers that rated this feature as important or highly important Log billable hours via timers, calendar events, or manual entry. The system supports flat and hourly billing, and is accessible on desktop and mobile. Reviewers value contemporaneous tracking and analytics, though some want multiple active timers. 304 reviewers rated this feature Manage bookkeeping for client trust accounts 54.23% of 142 reviewers that rated this feature as important or highly important Extra layer of security that requires not only a password and username but also something specific to that user 0% of 0 reviewers... Track revisions and updates made to files and navigate between different versions 100.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks 50.00% of 48 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Eduardo Garcia Clio’s top-rated features work together to simplify billing and case oversight, helping teams reduce manual entry, stay organized, and maintain visibility across matters and deadlines without relying on external systems. Features 4.5 (1,676) 4.5 Based on 1,676 reviews ## Pricing Value for money 4.5 (1480) Clio starts at $39 per user, per month, or $29 billed annually. This is lower than the average SMB budget of $93 per user, per month. Pricing scales by tier, with no seat minimums, and advanced features such as Clio Grow and Clio Duo are available as add-ons. Free Trial [View pricing plan details](https://www.capterra.com/p/105428/Clio/pricing/) EasyStart $49.00 Per User,Per Month It includes: - Online payment options - Time tracking and hourly billing - Calendar Management - Task Management - Email and e-signature integrations - Document Management - Case Management - Mobile App Essentials $89.00 Per User,Per Month It includes: - Collaboration tools - Automated scheduling and reminders - 250+ integrations - Collaboration - Text Messages - Custom Fields - Text To Pay - Expense Tracking Advanced (Popular) $119.00 Per User,Per Month It includes: - Case progress tracking - Full document search - Unlimited e-signatures - Live onboarding and priority support - Split Billing - Automated Workflows - Advanced Task Management - Live Onboarding Training Expand $149.00 Per User,Per Month It includes: - Appointment booking automation - Data collection with online intake forms - Google Ads - Productivity Reports - Task Progress Value for money 4.5 (1,480) 4.5 Based on 1,480 reviews ## Integrations Clio integrates with a mix of native and third-party tools across productivity, finance, and client communication. These integrations help law firms sync calendars, manage documents, and streamline billing and intake workflows. Popular integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/) Eduardo Garcia Senior Content Analyst Clio integrates with different Microsoft, Google and other third-party tools such as Zapier and LawPay. Connecting Clio with email, calendar, and accounting systems reduces manual entry and improves visibility. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (1527) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (1,527) 4.7 Based on 1,527 reviews ## User reviews Overall rating 4.7 Based on 1,691 reviews Filter by rating 5(1279) 4(314) 3(50) 2(17) 1(31) Mentioned topic Sorted by most recent DD Denise D. Billing Specialist Legal Services ### "Still in Love! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 19, 2026 I am still drawn to Clio that possesses rich case management features but definitely a more interactive adoption of user suggestions and expansion definitely of its reports is needed. Pros Taking into consideration the word "Overall" - the Clio experience has been good. We experienced some minor hiccups in customer service this month, March 2026 which was resolved by escalation. The issue could have been quickly resolved had the representative looked at the issue commonsensically but it was a painful experience BUT one that was resolved. Resolution is the Goal right? Cons Thinking outside the box with some customer service representatives; I feel they should indeed lead to "opening the eyes" of the user with their insights. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. William K. Manager Law Practice ### "The all in one law software, so we can be lawyers again " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 19, 2026 Overall having a CRM, email, builder, and billing all in one neat program was worth the extra cost. Everyone onboarded quickly and painlessly as well. So it's a win Pros Really cleans up the Desktop instead of 5 different programs we just have one now. What was something bad about Cleo? Cons Well of course the cost. They "bundled" me. In order to get all the components we wanted /needed we had to jump up a tier which put is in the hundreds....but it's still manageable Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VI Vanessa I. Legal Assistant Law Practice ### "Very Easy To Navigate" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 10, 2026 My overall experience with CLIO was great. In the few months I used it, I was able use it very easily with not complications Pros It is great with managing data and storing information. Very easy to use and navigate. Great for organizing. Cons I do not like how it does not alert when there are duplicate entries. Therefore you can have duplicate entries and won’t know Switched from [Time Matters](https://www.capterra.com/p/228265/Time-Matters/) Time Matters moved very slow and would glitch often. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Paralegal Law Practice ### "Clio is great" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 1, 2026 I love Clio, I think it has very good benefits and it fits our needs perfectly. It is fully customizable and we love the client portal. Pros I love the customer service if I ever have an issue they will address it right away. I also love that I can customize my files my way and organize my documents as I wish. Cons The banking system is a little complicated. We use Clio and quickbooks and all transactions have to be inputted a certain way or it will disrupt the accounting. Switched from [LEAP](https://www.capterra.com/p/147413/LEAP/) Leap had issues with the quality and we would report an issue and it would not be addressed for awhile. Alternatives considered [Neos](https://www.capterra.com/p/58931/Neos/) Reasons for choosing Clio The client portal and I love the setup for Clio Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AC Alexandra C. Law Clerk Law Practice ### "Clio continues to Grow with Your Company " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 24, 2026 We love Clio as a firm. This platform constantly grows and it is growing with our firm. Clio is the most reliable software we have at the firm Pros They consistently listen to feedback to make their program better and user friendly. Anytime I have questions or an issue, a representative is quick to help. Cons I do not love when I click on client client calendars it only shows up coming events. It is helpful to see past events to show how much one has worked on a file or if the dates come into question for court applications. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JP Jay P. Attorney Legal Services ### "Good for billing, bad for migration. " 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 1/10 February 13, 2026 The product is fine - the reports are wonky to be honest. For example, summary total columns are excluded when you view multiple users, and are not included at all in CSV. Why would you not include a "total" at the bottom of every report. Its like the one thing you actually want to see, and its strangely missing. The responsiveness to my complaints about this, has been underwhelming. Pros Clio document management and the billing and invoicing is easy to use and is helpful. The email reminders have already brought up some old AR that was unrecognized, and started bringing it in. Cons THe data integration was a mess. It still is. I signed up in October, migrated end of December, and in mid February cannot get an accurate report for the fees earned in January. I have called and spoke with multiple people, and none are able to help. I asked to generate one report - and Clio is unable to generate the one report after the migration - how much revenue did my attorneys actually bring in based upon the hours they worked. Clio does not migrate this data. Despite me saying this is the one report I want, and being reassured I could get it. When they could not generate it, they just told me to hire an outside consultant. They are evaluating an offset of my fees, but no promises, and no solutions as of yet. Switched from [ProLaw](https://www.capterra.com/p/35611/ProLaw/) Prolaw is just not supported anymore. It also requires a server. Alternatives considered [PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/) Reasons for choosing Clio I initially liked the responsiveness and the larger size of company to have a call center to help me out. They have been not all that helpful, but very nice. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KA Keirsten A. Client Care Coordinator Law Practice ### "Clio is amazing!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 10, 2026 Clio has been great overall. I can communicate with clients easily, and the integrations make doing every day tasks easy. The AI support is also a really good feature. 9 times out of 10, it can answer my questions while also showing me step by step how to it. Pros Clio makes managing client files super easy. I like that we have the option to send documents for e-signature, and that Clio lets us know when it has been viewed and signed. The Outlook integration is amazing, if a coworker is unavailable for a specific client, I can go to the communications tab and see what is going on in their file. Cons In order to do things, such as creating a bill, it takes way too many clicks to accomplish. I would like it better if there was simply a button we can push. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TG Tania G. Paralegal Legal Services ### "Simple and easy to use!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 20, 2025 Overall experience was a 9/10. I used Clio for very basic things and I enjoyed it. My law firm needed more overall so we switched systems but I’m sure I would’ve still enjoyed Clio just the same. Pros I liked the ease of use. It was easy to navigate without have to watch long tutorials. It was also very easy to upload and draft necessary documents. I also enjoyed being notified when clients texted back. Cons I was not a huge fan in how the communication was displayed. When looking at email threads it was a bit hard to understand who contacted who and who said what. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC Joel C. Attorney Law Practice ### "Clio is a Game Changer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 November 5, 2025 I've been user for several years, but its evolution, combined with some additional training, has made it a vastly more valuable tool. Pros It has evolved into a whole practice tool, including matter management, automation and CRM management. Cons The inability to charge payment processing fees to clients is a persistent irritant. Second, there must be a better way to manage fields in Clio Draft so that they are more uniform and easily accessible, lest they get broken when they are modified for a new template. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JB Jen B. Senior Paralegal, Department Head and Technology and Training Coordinator Law Practice ### "We love Clio!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 4, 2025 Pros Customer support, technological advancements and ClioCon all make Clio the best product for our firm. Cons There are still some places that need development in order to meet our needs as a mid size firm. We are hopeful that Accounting will be better suited for us soon. Alternatives considered [PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/) [Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/) Reasons for choosing Clio Customer service and community referral from a colleague. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/105428/Clio/reviews/) ## FAQs Clio starts at $39 per user, per month when billed monthly and $29 per user, per month when billed annually. Pricing varies by plan tier and add-ons such as Clio Grow and Clio Duo. Yes. Clio offers a 7-day free trial with no credit card required. Users can explore core features such as case management, billing, and client communication before committing. Yes. Clio is widely used by solo attorneys and small firms. It offers flexible pricing, mobile access, and tools for managing cases, billing, and client intake without needing IT support. Yes. Clio includes trust accounting features that help law firms manage client funds, stay compliant with regulations, and generate trust-specific reports. Yes. Clio integrates with Gmail, Outlook, Google Calendar, and Microsoft 365. These connections help users sync appointments, track communications, and manage tasks. Yes. Clio is a cloud-based platform, which means users can access their data from any device with an internet connection. This supports remote work and secure data storage. Yes. As of 2025, Clio File allows electronic court filing in Texas and Georgia, with plans to expand to more states. This feature is available in select plans. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Clio’s own online content in August 2025, including the product's website and its social media channels. ## Related reading ### [Legal Case Management Software Price Comparison Guide: A Capterra Value Report](https://www.capterra.com/resources/legal-case-management-software-pricing-report/) Published June 26, 2025 by [Akriti Sharma](https://www.capterra.com/resources/author/akriti-sharma/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) Popular comparisons [8am MyCase vs Clio](https://www.capterra.com/compare/105428-115613/Clio-vs-MyCase)[LEAP vs Clio](https://www.capterra.com/compare/105428-147413/Clio-vs-LEAP)[Smokeball vs Clio](https://www.capterra.com/compare/105428-133656/Clio-vs-Smokeball)[PracticePanther Legal Software vs Clio](https://www.capterra.com/compare/105428-140231/Clio-vs-PracticePanther-Legal-Software)[Litify vs Clio](https://www.capterra.com/compare/105428-160393/Clio-vs-Litify)[CARET Legal vs Clio](https://www.capterra.com/compare/105428-144573/Clio-vs-CARET-Legal)[8am CasePeer vs Clio](https://www.capterra.com/compare/105428-156217/Clio-vs-CASEpeer)[Neos vs Clio](https://www.capterra.com/compare/58931-105428/Neos-vs-Clio) [Amberlo vs Clio](https://www.capterra.com/compare/105428-162674/Clio-vs-amberlo)[Actionstep Legal Accounting vs Clio](https://www.capterra.com/compare/105428-187835/Clio-vs-Soluno)[CosmoLex vs Clio](https://www.capterra.com/compare/18931-105428/CosmoLex-vs-Clio)[Centerbase vs Clio](https://www.capterra.com/compare/75540-105428/Centerbase-vs-Clio)[Filevine vs Clio](https://www.capterra.com/compare/105428-140815/Clio-vs-Filevine)[Tabs3 vs Clio](https://www.capterra.com/compare/2589-105428/Tabs3-Billing-vs-Clio)[uLawPractice vs Clio](https://www.capterra.com/compare/105428-150100/Clio-vs-uLaw-Practice)[AbacusLaw vs Clio](https://www.capterra.com/compare/18374-105428/AbacusLaw-vs-Clio)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)