# Page 10 | Clio Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 10 - Is Clio the right Law Practice Management solution for you? Explore 1691 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/105428/Clio/reviews

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Clio

4.7 (1691)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 25th, 2026

# Page 10 - Reviews of Clio

## Showing most helpful reviews

Showing 226-250 of 1691 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DB

Douglas B.  
Partner  
Law Practice  
Used the software for: 2+ years

### "Clio has revolutionized our practice"

February 14, 2023

5.0

Clio allows us to manage our cases and generate revenue from anywhere at anytime. It also allows our clients to have access to their files and participate in their cases in a way that wasn't possible before. Clio is user-friendly, it's constantly developing and improving, and the customer service and tutorial videos and articles are very helpful.

Pros

I was first introduced to Clio eight years ago at the ABA Tech Conference. I knew from the moment I saw it that it would revolutionize our practice, allowing us to work from anywhere yet stay on the same page, streamline our management of cases, and make the process easier for our clients, from following their case to being able to pay invoices online or through their phone. And I was right. Clio has done that for us and more.

Cons

Document Management was something that was missing for a long time, but Clio is improving there too. We hope to be able to get rid of our current document management system and transition to Clio Drive soon.

Switched from

[Time Matters](https://www.capterra.com/p/228265/Time-Matters/)

We wanted something cloud-based, adaptable, modern, and easy-to-use.

Review Source

BB

Bob B.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Clio works well for my law firm! "

January 23, 2024

5.0

Very good overall experience. Will keep using it. We also use "Clio Grow" to assist with marketing and new client sign-ups.

Pros

User friendly, has good features, also accessible on phone app.

Cons

I don't know how to take full advantage of it.

Switched from

[AbacusLaw](https://www.capterra.com/p/18374/AbacusLaw/)

Hated Abacus. Abacus Accounting had a glitch that cost me over $6,000 when it failed to record a Trust account check written with it. Abacus customer service did not care about that and offered no solution or compensation.

Review Source

KC

Kevin C.  
Owner  
Legal Services  
Used the software for: 2+ years

### "The whole system in one spot"

February 14, 2023

5.0

Initially, this was a turbo-powered Italian sports car for a novice driver; it had far more tools than I needed. Over time, we embraced the CRM integration, document integration, and began to leverage processes though the use of CLIO.

Pros

We like the CRM/case management integration and the ability to use templates. We have a real estate and estate planning practice, both of which lend themselves to form documents, and we have further customized documents through integration with the CRM component to auto-populate documents.

Cons

My only issue is the way “non-billable” does not get shown on the invoices. I believe it is critical for the client to see this.

Switched from

[Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/)

RM was moving in a direction that was away from solo and small firms to larger firms.

Review Source

NB

Nicole B.  
Office Manager/Legal Assistant  
Law Practice  
Used the software for: 2+ years

### "Clio Review"

August 8, 2019

5.0

Our overall experience with Clio has been fantastic!! The benefit of having all our information (contacts, notes, calendar, documents, etc.) in one program is huge for us as we often end up having to access this information outside of the office. The continued updates that Clio has made since we first began using it several years ago have all been excellent as well.

Pros

The software is easy to use and understand. The transition to Clio from our previous system was relatively seamless and the customer service is fantastic. I like that we can share documents with our clients and are able to see what date and time a client viewed each document. It is also extremely convenient to have our documents stored in Clio so that they can be viewed when we are not physically in the office.

Cons

It would be nice if you could integrate notes from a contact directly into a new matter as you are opening one. Currently, I have to copy and paste each note from the contact into the matter notes. Also, when I put in messages for Mr. Chefalo on people he needs to call back I make a task for him. When he views the tasks on his cell phone, it would be nice if he could simple tap on the phone number in the task and have it directly call the number as opposed to him having to type the number in on his cell phone to make the call. Finally, a client suggested that it would be nice if he had the option to opt in to receiving text messages from Clio any time we share a document with him or generate a bill on his matter.

Reason for choosing Clio

We did research several products before deciding on Clio. As I recall, Clio offered everything that we were looking for and at an excellent price.

Switched from

[Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/)

Amicus was horrible to work with and extremely expensive.

Review Source

DB

Denise B.  
Paralegal  
Law Practice  
Used the software for: 1-2 years

### "Clio is a great product."

February 24, 2023

5.0

Very satisfied. The training was great and the product is great.

Pros

How easy it is to bill. I love the dashboard. I love how easy it is to set up.

Cons

I wish it would integrate with OneDrive where if i saved something to OneDrive, it would automatically update the document in Clio.

Switched from

[ProLaw](https://www.capterra.com/p/35611/ProLaw/)

We left our prior law firm. We did not like prolaw. It was way too expensive and not user friendly. Clio was highly rated and they gave a free trial. It only took a few minutes to learn how to maneuver around the program and learn what all it does.

Review Source

EO

Erin O.  
Lawyer  
Law Practice  
Used the software for: 2+ years

### "One stop shop"

August 23, 2022

5.0

Exceptional customer service.

Pros

I love that it is a one stop shop! Everything integrates easily and

Cons

I would love an app for Clio Grow & for it to be a bit more user friendly. Cliodrive needs a bit more work to be user friendly offline.

Alternatives considered

[CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)

Reason for choosing Clio

Came down to having all the features I liked in one spot!

Switched from

[CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)

Cosmolex I as too slow

Review Source

JH

Jodi H.  
Legal Assistant  
Legal Services  
Used the software for: 2+ years

### "We've used Clio for over a decade!"

December 22, 2023

5.0

I have been a user since Clio was a baby and have always loved it and have recommended it to many other legal professionals!

Pros

Fast and easy and everything we need is all in one place.

Cons

There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and how much they need to send in to replenish their trust again.

Reason for choosing Clio

Most options that we would use, cost, and ease of use.

Review Source

DF

David F.  
Billing Manager  
Law Practice  
Used the software for: 2+ years

### "Unhappy end user"

August 21, 2022

5.0

Disheartening, even though they say that they will speak for submit a ticket to the developers, I simply feel it falls on deaf ears.

Pros

Clio is an easy program and does offer different features.

Cons

The inability of customer serves to listen to the end user, so that the end user can save time and money is simply a joke.

Reason for choosing Clio

To be on a cloud based program.

Review Source

Alexander B.  
Operations Manager  
Law Practice  
Used the software for: 6-12 months

### "Clio is intuitive, simple but leave a lot to be desired."

June 6, 2023

3.0

I love and hate it every day. The integration between Clio Grow and Manage is clunky. For example, you can't take a payment before creating the matter.

Pros

Clio was easy to get started with and setup. For firms that need something very simple without customization, Clio will work well. Overall, the billing and invoicing process is simple and fast.

Cons

The reports are terrible. Instead of a general report builder or ability to customize reports you get canned reports that give you information, not always all the information you would want, and the formatting isn't great. The bill approval process is extremly tedious. I don't understand why Attorneys do not have the ability to just press "Next" to see the next bill that is queued to be reviewed? Instead you have to click one-by-one and try to keep track.

Alternatives considered

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)

Review Source

TV

Tracy V.  
Business Manager/CPA  
Law Practice  
Used the software for: 6-12 months

### "Clio is a mixed bag"

September 1, 2019

4.0

The worst is retainers. Without being able to customize my email message globally, I can't use the trust payment request. It just confuses clients. Did I say hours and hours and hours? I will say that their service is fabulous. However, they keep making new abilities that to me are inconsequential compared with retainers. Oh, and not having global text snippets? How hard can that be? I have to go to 8 different users if I add something. Really a waste of time. Fix the real stuff. Then add bells and whistles.

Pros

I love that billing is so much easier, that my team can enter time remotely.

Cons

Clio was not developed by any sort of accountant. The reports are lacking, you can't memorize reports, everything within the software isn't consistent (like using the term everyone one place and all users in another place). The reports are inconsistent with what you can filter by on each report. There are still things where my account names are redundant - like Johnson - Divorce: Divorce. The biggest gripe I have is about replenishing retainers. The retainer replenishments don't get printed on the bill - I know it is because clio payments won't let you make a combined trust/legal fee payment, but they could have one link for anything owed and another link if a replenishment is due. Really - we webt to the moon 50 years ago but we can't figure this out? I spend hours and hours dealing with contacting clients to replenish. Also, way you enter into clio is clunky. I have to pick up my mouse all the time. It needs to be more like quickbooks entry. You never have to pick up your mouse.

Reason for choosing Clio

Because I really liked the interface and the ease of editing time. I thought it was a given that the reports would be well written, consistent and that retainers would be handled properly. And who would have ever asked if text snippets were global or if I could memorize a report?

Switched from

[Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/)

Timeslips is the crankiest program ever. It isn't intuitive and it was taking me 3 days to edit time entries.

Review Source

VR

Verified Reviewer  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Great for solo attorneys"

February 14, 2023

5.0

Overall the product does great. I have all my information where I need it.

Pros

I like the ability to quickly start and assign timers to track what I'm doing. I also like the Windows desktop integration to open and save files on my machine that live in the cloud.

Cons

Some clients have expressed difficulty navigating the portal. I also wish that user intake forms came with more dynamic options. The lawyer mobile app is also sometimes difficult to navigate to my client portals.

Switched from

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)

Trust accounting features

Review Source

NB

Noel B.  
Founder  
Legal Services  
Used the software for: 2+ years

### "Great Platform! "

December 13, 2023

4.0

It's been great, overall! It's a bit time-consuming and tedious to use a platform as robust as Clio, but I think that would be true of any such platform. On the whole, I believe Clio is the best platform of its kind.

Pros

I like Clio's overall reliability and functionality. It's great for firms of virtually all sizes. Also, every time I have interacted with any member of the Clio team, they have been nothing but helpful and friendly! They're a pleasure to work with.

Cons

Clio Payments \*still\* doesn't offer a "Buy Now / Pay Later" option, though their primary competitor, LawPay, does. Additionally, there are some weird invoicing issues that crop up in admittedly rare use cases. Finally, Clio Grow and Clio Manage don't work as seamlessly together as one might hope, and there aren't enough integrations with third party apps, sites, and services (Legal Match comes to mind, among others).

Review Source

Brandon S.  
Lawyer  
Legal Services  
Used the software for: 2+ years

### "No One Got Fired for Using the Market Leader"

December 12, 2023

4.0

Pros

Integrations with every major legal techonology. Bascially the hub of our legal tech stack with the other products being spokes. Love the community and Cliocon. Always looking to see if competitors have improved enough to consider leaving - they have not.

Cons

No legal CRM is perfect. It's the least worst option but have noticed a change in their focus to upselling. There has been little improvement or development on main Clio program for base users - all new features are being pushed non-step in atttempt to increase revenue per user. Need to use Fasterlaw to get the most out of Clio on windows.

Alternatives considered

[PCLaw](https://www.capterra.com/p/228264/PCLaw/)[CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)[Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/)

Review Source

AJ

Ana J.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Clio for Small Law Firm"

January 23, 2024

5.0

Pros

It’s great to have everything all in one software

Cons

I wish they had a better way to communicate with clients within the software where the client can see all of the different matters and all of the real time status of billing and paperwork

Alternatives considered

[8am MyCase](https://www.capterra.com/p/115613/MyCase/)

Reason for choosing Clio

Clio just had more features all in one software

Review Source

VR

Verified Reviewer  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Excellent Tool for a Solo/Small Law Office"

April 13, 2022

5.0

Clio has allowed me to manage my practice, meet deadlines, and track and grow my billing. It's been a very positive addition to my practice.

Pros

Monthly client billing is fast and easy - one or two hours and I'm done, even when billing . I love being able to email a pdf bill right from the program. Task scheduling has moved my to-do list out of my email and onto Clio; the task reminders are a big help.

Cons

There are opportunities for improvement in all software, and that is the case with Clio as well. The available reports don't always meet my specific needs but I have found workarounds to get the information I need.

Switched from

[Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/)

Support for my system was being phased out, so it was a good time to explore other options. Clio is more user friendly; mistakes are much easier to correct.

Review Source

PS

Peter S.  
Principal  
Law Practice  
Used the software for: 2+ years

### "All I Need"

October 20, 2019

5.0

Terrific, a true game changer!

Pros

Clio provides an all in one suite of applications that are necessary for my law firm to operate. We used to rely on a stand-alone billing software program for our billing and time-tracking. Of course every computer or user we added cost us more money on top of the software itself. When the software became outdated and no longer supported, we had to purchase the latest version. We also relied upon emails to assign tasks, and give each other messages about the cases we were working on together- without a centralized location for the team to track and review each other's notes and progress, each member had to rely upon their own notes, memos, emails, etc. This was inefficient and time consuming. Another fun part of my day was searching for contact information of opposing counsel on particular matters. Often times I would search emails, review the documents on a case, or review documents in the file to get the contact information I needed. Calendaring was also an administrative hurdle. Entering dates in a separate software system led to disorganization, and required jumping around from one program to another to manage information and learn where attorneys were supposed to be. Clio puts all of these functions , and more, under one roof. It has made the work flow in my law firm seamless, efficient, easy, and organized. Clio does it all, and I am truly grateful for this product.

Cons

I would like it to be easier to review the billing entries of other users in real time.

Switched from

[Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/)

I wanted an all-in one suite of programs, rather than stand alone platforms.

Review Source

CP

Cynthia P.  
Owner/Manager - Sole practitioner  
Law Practice  
Used the software for: 2+ years

### "Clio is an Outstanding Product"

February 14, 2023

5.0

I have been very pleased with my Clio software. It is a valuable asset to have!

Pros

It is easy to use and keeps track of my time and billing, as well as my client information and documents.

Cons

Sometimes it is difficult to update my profile/billing information - that part is not as easy to navigate.

Reason for choosing Clio

I found the other software not as easy to navigate or use.

Review Source

AG

Amber G.  
Office Manager  
Law Practice  
Used the software for: 2+ years

### "Easy to use and great support"

September 20, 2019

5.0

The overall experience has been an absolute pleasure. I love it! It makes time recording, billing and credit control very straightforward. It sets out the matter and client information in a very simple and straightforward manner. Support is great too which makes a big difference. Everyone who has joined our company has got on with it with just half an hour of general training. Nobody complains about it.

Pros

Clio is very user-friendly and intuitive. Even if you do not have experience or training on Clio, there is a certain about of functions which you can work out how to use but by having a play with the system. Time recording is very straightforward and it makes our billing easy.

Cons

Downsides are: there is no currency conversation; cannot split invoices on one matter (e.g. we have to 2 or more entities responsible for payment say, 50/50, but there is no way of automatically splitting the invoice; no summary front sheet for an invoice.

Reason for choosing Clio

Can't remember what other products we looked at but Clio just seemed to be so straightforward. It looked great, seemed user-friendly and the support was, and still is, superb.

Review Source

SH

Shameka H.  
Attorney/Owner  
Law Practice  
Used the software for: 6-12 months

### "Starting a new firm, Clio is for you"

February 14, 2023

4.0

Overall, I have enjoyed Clio. The user interface is easy to use and the knowledgebase and videos are great.

Pros

The ease of entering notes, communicating with client through the portal, and billing clients are what I like most about Clio.

Cons

The Reports could be improved. Having more options of the reports that I need would be nice.

Alternatives considered

[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)

Reason for choosing Clio

It seemed to have more of what I needed, and it integrated well with other programs that I used.

Review Source

BA

Beau A.  
CEO  
Legal Services  
Used the software for: 2+ years

### "Clio Review"

August 23, 2022

5.0

It has been really good and the team is really responsive.

Pros

I really like the tasks feature that helps move client matters forward efficiently and smoothly by allowing our users to delegate and organize their work

Cons

Some parts (especially Grow and Clio Docs as well as portals for clients)

Alternatives considered

[CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)[Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)

Reason for choosing Clio

It was a better solution, especially in canada

Switched from

[Trello](https://www.capterra.com/p/211559/Trello/)

Clio was a better all around solution

Review Source

MB

Melissa B.  
Case Manager  
Law Practice  
Used the software for: 2+ years

### "Case Manger and Admin Approved"

September 13, 2022

4.0

I am probably the biggest fan of Clio in our firm, I found it, researched it, implemented it and use it daily. I have so many

Pros

Ease of use, updated features, electronic signing inner office and to clients. I also love the custom fields feature

Cons

That new features are sometimes slow to rollout , like texting options we had to use another platform since this was not previously available and now that it is we are already locked into another contract.

Review Source

MA

Michael A.  
Principal/Attorney  
Law Practice  
Used the software for: 2+ years

### "Clio saved (my practice)"

December 17, 2022

5.0

I now manage my law practice rather than the other way around. Clio was worth the money from day one. Clio got better with Clio Payments, which I adopted earlier this year in lieu of Law Pay. Anyone considering starting their own law firm should consider using Clio from day 1.

Pros

Getting real time information on my phone, ipad, laptop, or desktop PC.

Cons

The mobile app is not fully functional. I cannot see the same information on the mobile app that I can on the full version.

Alternatives considered

[Smokeball](https://www.capterra.com/p/133656/Smokeball/)

Reason for choosing Clio

Price, ease, and Smokeball was overkill for a one-person practice.

Review Source

CC

Christopher C.  
CTO  
Law Practice  
Used the software for: 2+ years

### "Clioed"

August 31, 2021

5.0

Pros

We choose it nearly a decade ago. They constantly evolve and have address issue proactively. With the new integration to QBO it is a product worthy of consideration.

Cons

To manage the growing firm we needed to use FasterSuite to address the docketing shortcomings of Clio.

Alternatives considered

[CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)[Actionstep](https://www.capterra.com/p/139923/Actionstep/)

Reason for choosing Clio

Cosmo Lex has no integrations. Not even the ability for Clients to use a webform to onboard. We assessed Action steps. A seeming good product however, I understand, the integration with QBO is weak and lead to errors.

Review Source

VR

Verified Reviewer  
Owner/Lawyer  
Law Practice  
Used the software for: 2+ years

### "I have tried most of the case management systems on the market and I have always come back to Clio"

January 20, 2023

5.0

Pros

It is easy to use and they keep adding features making our investment even more valuable.

Cons

The document generation within Clio is not as smooth as I feel that it could be.

Reason for choosing Clio

See above

Review Source

JK

Jenn K.  
Legal Assistant  
Law Practice  
Used the software for: 1-2 years

### "Most user friendly case management software "

January 20, 2023

5.0

Overall I love Clio.

Pros

I like how user friendly it is and all of the integrations. Other case management software is very historic in a way and Clio is the closest to a Mac software in its user friendliness.

Cons

I hope they keep developing Clio Grow to be more compatible with Clio Manage so the conversion becomes more seamless. There are lots of kinks we are discovering in our use of Clio Grow compared to Clio Manage. As previously stated, I am not a fan of Clio documents. I also wish there were more (specific) user functions, but that might just be my preference as an everyday user.

Review Source

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