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

> Page 10 - Is Clio the right Legal Document Management solution for you? Explore 1736 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 (1736)

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 June 5th, 2026

# Page 10 - Reviews of Clio

## Showing most helpful reviews

Showing 226-250 of 1736 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

KC

Kathy C.  
Office Manager  
Law Practice  
Used the software for: 2+ years

### "You cannot rely on anything that employees of Clio tell you to be true."

January 20, 2023

1.0

Onboarding was a nightmare, with technical glitches that caused hours and hours of additional work and clean up. Syncing our contacts resulted in the destruction of our already used and curated list. Misrepresentations were made by salespeople as to what the software was capable of doing. As a result of all of that, we were made reasonable promises, in writing, as a condition of our not quitting Clio right then, and cutting our losses and time. Now, the first time a change has come up where that promise needs to be implemented, we were told it would not be honored. This resulted in many more hours of back and forth with "customer service". We have wasted two years of integrating our firm with this company, which we now have to undo to go to another service, costing us untold more hours of work. If they had not offered these promises, we would have left Clio during the onboarding process. Although we would not have been happy with our experience with Clio, we wouldn't have felt as strongly about not doing business with this company. Now, we have no option but to leave this service, because we cannot continue to do business with a company that places such little value on their clients and on the promises that they admit were made.

Pros

I have nothing positive to say about Clio at this time. Integrating our firm into their software was a major learning experience, which will guide me with the next software I choose.

Cons

The items added in the time that we have been with Clio have caused no improvement to our use of the product, although they use these additions as an excuse for raising their prices significantly. The "client portal" that they added does not even allow you to see if clients have viewed documents, which their old version did. Their new payment system only adds to their profits, so why would they utilize that as an excuse to pass on additional costs to their clients?

Alternatives considered

[Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/)[CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)

Reason for choosing Clio

Even though Clio was more expensive than our other final possible choices, we were made representations about what this software could do that exceeded the other offerings in assistance with our needs. However, once we started with Clio, we were immediately told that some of those representations were not functions of Clio at all.

Review Source

Response from Clio

January 27, 2023

Hi Kathy, I'm very sorry to hear that about your experience with Clio. A member of our team is contacting you directly with you to work through these challenges Kind Regards, Jessica

Michael G.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Clio is the best Law Firm Practice Management Software"

September 15, 2022

5.0

Clio makes being a lawyer so much easier. I strongly recommend Clio.

Pros

Clio is constantly improving and making life as a lawyer so much easier. It's hard enough practicing law, but Clio makes it so much easier to run a successful practice.

Cons

The document automation aspect requires that all special characters in a file name be removed.

Alternatives considered

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[8am MyCase](https://www.capterra.com/p/115613/MyCase/)

Reason for choosing Clio

Clio is the best.

Review Source

kK

kurt K.  
Associate Attorney  
Legal Services  
Used the software for: 2+ years

### "Perspective of a 5-Lawyer Small Litigation Firm"

February 14, 2023

5.0

Very positive. I like that Clio is customizable and that it offers robust features. Some of the features we use regularly, the bread and butter of our business, but other more advanced or niche features remain unused. However, regardless of what features you use on Clio, the platform does not force you to use or learn all of them.

Pros

Reliability. When I wake up in the morning and get my day going, I know that I can reliably access Clio for information about my cases, contact information of my clients, and I know that I can keep track of my time. Since beginning to use Clio in Mid 2018, I cannot recall a single day where I was unable to access the platform. Plus, when new members or staff join my firm, Clio is intuitive enough for most people to pick up and begin using quickly.

Cons

I appreciate how much development and improvement actually goes into making Clio better. However, one drawback for my business over the years has been tracking outstanding bills, unapproved draft bills, and sorting out what has been paid versus what amounts have yet to be paid. Perhaps some of these issues are user issues, but I think the system should be improved to alert users that draft bills remain in "unapproved".

Review Source

JB

James B.  
Owner  
Law Practice  
Used the software for: 6-12 months

### "worst customer support possible"

June 5, 2021

1.0

The customer support had been good until the issue with the development team arose. They ought to fire everyone of the people working in that department starting with \[SENSITIVE CONTENT HIDDEN\].

Pros

The sales staff are good at staying in touch but once you sign up you never hear from them again.

Cons

The tech support people completely ignore their customers' needs. I have had a tech issue with the G-mail plug in for 3 months with no serious efforts to resolve the issue that are discernable from my end and a refusal to permit me to speak with the IT developers or upper management.

Alternatives considered

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

Reason for choosing Clio

I trusted the saleswoman who pitched the product but was disappointed almost right away. There is an over reliance on the use of videos for training and a lack of actual people to answer the phones especially outside of regular business hours.

Review Source

CN

Carter N.  
Owner  
Law Practice  
Used the software for: 2+ years

### "First class tech with even more fist class people behind the scenes"

February 24, 2023

5.0

Highly recommend it like anything it's only as good as the data the users put into it and quite pleased in its reliability.

Pros

Clio is always adapting to improve and take feature requests into consideration while balancing innovation with consistency of interface and only incremental changes so as to not frustrate the user experience with too many changes all the ones. Beyond the tech, right from the beginning many years ago Clio stood out in customer service in terms of being very responsive, striving to find a solution to every problem where available, and being straight up in simply admitting that they don't have certain features developed yet and it's not available rather than trying to do a sales job or sugarcoat the fact that there will always be limitations in software meeting everyone's different needs perfectly. It's a very stable platform, secure, and the developers are even aware to do any sort of systemwide updates during times of low usage.

Cons

Maybe not so much a specific Clio issue, but rather mostly us as a user limited capacity challenge, there are many integrations and improvements which we could be adapting into our system but have just become stalled in locking the bandwidth. Quarterly or semiannually review (soft audit) of how each business such as ours is using the software would be beneficial with a systems person from Clio providing a couple recommendations of next steps that our group could take that would have a significant impact on better utilizing the tools.

Alternatives considered

[PCLaw](https://www.capterra.com/p/228264/PCLaw/)

Reason for choosing Clio

Contemporary, ease of interface, intuitive and I could identify that they were just getting warmed up with more features coming.

Switched from

[PCLaw](https://www.capterra.com/p/228264/PCLaw/)

Customer Service #1 for Clio and Amicus had very poor customer service, constantly just providing the same solution (clear our cache lol) and the problems were so much greater. PCLaw was expensive and too resource intensive to make remote work impossible. Both had challenges trying to be desktop solutions moving into the Cloud whereas Clio was born and created in the Cloud, right when I was moving my practice into the Cloud and had previous poor experiences. In 2012 the Law Society of Alberta advised at that time I was the most cloud computing law practice in Canada and when I came across Clio in 2013/14ish I recognized its superiority compared to past experiences.

Review Source

RK

Robin K.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Whly I like Clio"

August 23, 2022

5.0

Clio brought my practice out of the chaos of solo practice without assistance into the more orderly world of a managed office, at a price I can afford. I can't imagine being without Clio now.

Pros

Clio has made the difference between practice killing me and practice being manageable. I have no formal training in business management, but Clio is accessible for a lawyer who would rather spend time practicing law than looking for account records.

Cons

I would like document automation that takes less cutting and pasting.

Reason for choosing Clio

Ease of use, possibilities of integrations, Clio continues to add features without raising the price, tutorials that work, CUSTOMER SERVICE in all caps.

Review Source

JS

Joseph S.  
CEO  
Legal Services  
Used the software for: Less than 6 months

### "Implementation is tough"

July 3, 2023

4.0

It's cheaper than our prior system. It has more functionality than our prior system. It has tons of integrations with other programs, so we're using it for marketing and robust document generation. We're hoping to get the task sets and workflows set up soon to streamline file opening and operations together with finance and trust accounting.

Pros

Custom sets of templates for client types and matter types is great. There are tons of integrations with so many other programs to add functionality is dizzying. We're still learning all this program can do and trying to maximize our use of it through best practices, but we're very hopeful and optimistic that it's going to make our lives much easier and more organized.

Cons

The implementation by Clio has been less than stellar. They've tried to integrate spreadsheets of information from our prior practice management software, plus other sources to get all of our client and matter data into the program. But getting the data migration specialists on the phone has been difficult. We noticed that one phase of the migration had not gone correctly, so we called and e-mailed like mad to make sure they wouldn't go to the next step of migration until we could get that prior data fixed. They ignored the calls and e-mails and went ahead with the next step. So that just compounded the problem by about 10,000 times. Now, we're having to go back through our spreadsheets to clean up the data again. Then they're going to have to somehow undo the migration steps they've taken already. Then we'll try it again. We've been using it almost 90 days, and we're still not at full usage yet, because the migration is so messed up.

Alternatives considered

[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)

Reason for choosing Clio

It had a larger installed user base with more third-party integrations and third-party consultants available for use in assisting us to migrate and implement it. Also, our outside accounting company is more familiar with it than any of the other programs.

Switched from

[Firm Central](https://www.capterra.com/p/136050/Firm-Central/)

Firm Central hasn't been updated or given additional functionality in well over 5 years. No one else uses it, and it has no integrations with or support from third parties to add any more functionality. West has practically abandoned the product entirely. If they don't want to keep supporting it, then why should we keep using it?

Review Source

DC

Diana C.  
Guardian ad litem  
Legal Services  
Used the software for: 2+ years

### "CLIO is a life saver "

August 18, 2022

5.0

CLIO is a timesaver. All of my cases are at my finger tips and I just pull up and push a timer to start billing.

Pros

I love the why I am able to see how much money I am spending on each case; how much time i spend on cases all on the front page. This is a very user friendly program that is customizable to my specific business. I am able to set up case management depending on type of case and county of case. There are multiple video on how to use and customer service is awesome!!

Cons

I had no problems integrating this product with my business. The one feature I wish was here is being able to bill separately. I have figured a way to do that however, it takes a minute to make it work for me.

Reason for choosing Clio

It was more appealing to me and the cost vs. benefits to me were more attractive.

Review Source

JS

Jacob S.  
Data and Reporting Analyst  
Law Practice  
Used the software for: 2+ years

### "Clio at a mid-sized, full-service employment defense law firm."

March 24, 2023

4.0

Overall, Clio has been a good choice, and has increased our efficiency as a firm. Due to the sheer number of solutions that Clio provides, we have been able to unify many processes, and scale accordingly as our firm grows. Two years ago, Clio did not offer document management that was robust enough to compete with Dropbox, which is why we use a combination of the two for our practice. However, with Clio's development, if we were evaluating this today, we may have moved our document management to Clio as well.Clio has a lot of flexibility to cater to the processes you need, however, with flexibility does come work. It can take time to setup and upkeep continual maintenance. Lastly, I do want to mention the personnel at Clio. Due to my position, I have interfaced with a lot of personnel at software companies. To date, Clio's staff has been the easiest to work with. In general, they are always very pleasant to speak with, respectful, and interested in helping you.

Pros

The Clio Manage product offers an excellent practice management tool with enough flexibility that we can continue to develop new solutions to any hurdles we face. Primarily, Clio has been instrumental in:-Time Tracking-Data Base Management - for clients, opposing counsel, judges, mediators, etc.-Case Management-Invoicing-Data Analytics - for performance metrics, financial projections, etc.

Cons

Clio offers a lot of powerful solutions, but is not 100% comprehensive. Often, when Clio is missing a feature, support will add it to their list of "feature requests" to be implemented in the future. While I fully appreciate Clio actively working on new features, some of the roadblocks we have hit feel surprising considering the software is built for law firms. This is mentioned in a previous section, but one of our current issues is in our pre-bill review. When discounting line items, they must be discounted at a percentage, rather than a dollar amount, which was not a problem we had faced in previous software.

Review Source

Keegan F.  
Administrator  
Law Practice  
Used the software for: 2+ years

### "A single source of truth and the center of our practice management universe"

February 1, 2023

5.0

Pros

Clio is the center of our law practice management universe. It is our single source of truth and a trusted and dependable confidant for our robust case management needs.

Cons

Clio (Manage) could benefit from enhanced features for CRM purposes. Clio's companion product, Clio Grow, is intended as a standalone offering--with limited integration between the two platforms--to satisfy those needs, but the disconnect between the respective platforms is a difficult bridge to gap. Other areas in which Clio could use some enhancement--but nevertheless hits the mark--are billing functions (invoice generation, external sharing, etc.) and document management.

Review Source

JF

Jeffrey F.  
Owner  
Law Practice  
Used the software for: 2+ years

### "why I love Clio"

February 6, 2023

4.0

Amazing. I cannot imagine running a firm of my size without it. Amazing value. Also, customer service has vastly improved.

Pros

The ease of use and full integration with the other tools I use (QB online, MS 365) makes Clio the almost all-in-one tool a small practice like me needs to get up and running and growing.

Cons

Clio payments - I do not like that Clio makes it harder for my clients to pay e-Check as a first option before CC payments. Also, there was a time when it took a very long wait time to get customer service to answer a call. This had improved greatly.

Alternatives considered

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

Reason for choosing Clio

Seemed easier to use.

Review Source

JD

Justin D.  
Attorney  
Legal Services  
Used the software for: 2+ years

### "What I Like Most About Clio"

August 5, 2019

4.0

Clio had a long learning curve. That said, any software that has wide capability will have a long learning curve. However, the support team has been very helpful. It does not work for me to try to read articles to learn how to use the system, I appreciate being able to get someone on the phone or on chat who can simply show me how to do what I want to do.

Pros

As a solo practicing attorney for almost a quarter century, tracking time, preparing and sending out bills has been my least favorite activity, and the place where I have lost revenue and had upset clients. My experience is that clients don't appreciate it when bills are sent timely or when they receive billing after six to twelve months of work - they really prefer regular billing. Clio has revolutionized the billing and collection part of my solo practice environment. Now that I have learned how to create clients and matters and to input time, it is a simple once a month task to create professional monthly client bills which I can print and snail mail, email, or send with the LawPay connection and the client can "click through" the email bill to pay with credit card.

Cons

I cannot figure out how to set up or use the form template function. When I have tried it does not really work and I have stopped trying to use this. I would very much like to create some form engagement letters. My work is mainly transaction, not so much litigation. At first it was difficult to figure out how to prepare a nice looking flat-fee for a project type bill. However, with the updates I have been able to customize bills to have both hourly fee bills and flat-fee bills.

Reason for choosing Clio

Clio's presence in the legal business marketplace. That it was not a sales and marketing CRM that someone was trying to "shoe horn" into usefulness for lawyers, but was designed for use by lawyers in the business of managing a legal services business.

Review Source

LC

Lori C.  
Owner/Managing Partner  
Law Practice  
Used the software for: 2+ years

### "One of the first users of Clio and still give five stars."

November 15, 2022

5.0

Overall experience has been fantastic, and I have no intentions of ever-changing software. I will retire using Clio. Clio, along with Clio Grow, has enabled us to develop a smooth process for evaluating potential new clients using an intake questionnaire and customizing a pipeline.

Pros

It's too difficult to describe what is best, I could not manage my practice without this software. It is incredibly user friendly and easy to learn. I use pretty much all aspects of the software on a daily basis and have been using it for more than 10 years. My practice has grown from just one attorney, me, to now four along with paralegals and clerks. Clio has made the growth seamless.

Cons

I don't have any complaints whatsoever. The software has been essential to my practice in all ways.

Alternatives considered

[Time Tracker](https://www.capterra.com/p/122309/eBillity-Time-Tracker/)[Canvas](https://www.capterra.com/p/127214/CANVAS/)[Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/)[Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)

Reason for choosing Clio

Price, options, versatility, tech support.

Switched from

[Time Tracker](https://www.capterra.com/p/122309/eBillity-Time-Tracker/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)

I used these at other firms. When I opened up my own practice I chose to use Clio.

Review Source

Sean F.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Excellent all in one legal case management with lots of integration "

August 10, 2021

5.0

Clio is really one of the leaders in legal technology and for good reason.

Pros

They have a huge library of integration apps to connect everything in one place. It can be tailored for multiple practice areas and multiple size firm.

Cons

Since the tool is so expansive it doesn’t always specialize well. I have one practice area and have a solo firm. It can do anything I need it to do but there are a lot of features and things that I don’t need. But the price is reasonable enough that it doesn’t feel wasteful.

Alternatives considered

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)

Reason for choosing Clio

More integrations and good reviews from fellow attorneys.

Review Source

JH

Jason H.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Clio is the Tool You Need"

December 16, 2022

5.0

I enjoy using Clio Manage and added Clio Grow which has been a good addition.

Pros

Clio Manage is an easy to use legal matter management cloud-based program. It is comprehensive and pretty intuitive to use. Customer support is very good and responsive. Features are often added based on user input.

Cons

I like almost everything about this software. One nit-picking "con" is that the layout on the top of a printed invoice doesn't line up with a two window envelope. This doesn't really matter to me much any more because I use the online billing features which are really good.

Reason for choosing Clio

Clio offered a good user-interface, comprehensive features, all at a reasonable price.

Review Source

AC

Austin C.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "One Stop Shop for Small Law Office Management"

January 20, 2023

5.0

Pros

Great bang for the buck. Clio is a full suite of software for time entries, billing, trust account management, contact management, and document organization. Out clients love the ability to upload documents securely for us to use in their matters. Ability to access through a web browser makes it easy to work from anywhere as well.

Cons

Slight learning curve to get used to the new software after having used Amicus for almost 20 years. Small hiccups in transitioning our Amicus database over, BUT it was solved in a timely manner and we were able to clean up a few other items on our own.

Switched from

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

Price of Amicus was getting unreasonable for what we perceived as a lack of updating and growth over time. It was no longer worth what we had to pay for it.

Review Source

KD

Keri-Ann D.  
Paralegal  
Law Practice  
Used the software for: Less than 6 months

### "Clio is a great tool "

June 12, 2024

3.0

Overall Clio is a good tool that helps to keep you focused on earnings. It does glitch from time to time but my experience is that most legal software does that. I appreciate the fact that Clio seems to be constantly improving and they are open to user feedback. The support is also excellent.

Pros

I like the interface and I like that Clio focuses on profitability and showing you your earnings. I love the ease of billing and the preset feature for reports.

Cons

Clio tends to have latency issues. I would also like it if Clio would automatically add time entries for completed tasks with estimated times on them.

Switched from

[PCLaw](https://www.capterra.com/p/228264/PCLaw/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)

PCLaw was outdated, SmokeBall frequently made changes without notifying users

Review Source

DH

David H.  
Lawyer  
Law Practice  
Used the software for: 2+ years

### "Clio for Law Practice Management "

January 23, 2024

5.0

Excellent. I have no real issues with the product, which is actually a great compliment. If you are thinking about your practice management tools, it probably means they are not working as well as they should.

Pros

Ease of use and reliability. Entering time is the bane of every lawyers existence. This makes it about as easy as it’s going to get.

Cons

No real downsides. The only area I can think of which might be improved is the ease of entering contact information for multiple clients on the same matter.

Review Source

KL

Kelly L.  
Office Manager / Marketing  
Law Practice  
Used the software for: 2+ years

### "We love Clio"

February 24, 2023

5.0

From when I started in 2013, it has only gotten easier to use. Help is always available and I feel like it is extremely efficient and user-friendly.

Pros

Easy to use - there is almost no training needed for onboarding. Everything is user-friendly and help is just one click away! The questions and suggestions are passed along to Clio employees effortlessly.

Cons

It is a bit pricey for a firm of over 20 people.

Alternatives considered

[Filevine](https://www.capterra.com/p/140815/Filevine/)[CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)

Reason for choosing Clio

It was much more user-friendly and did a lot more that we needed.

Review Source

CD

Concetta D.  
Managing Attorney  
Law Practice  
Used the software for: 6-12 months

### "I love Clio - it's already helping my practice grow"

January 23, 2024

5.0

Really a great experience - great product! Sales was never too pushy, and also happy to answer my questions.

Pros

Clio is so easy to use, and definitely a great value. I love that Clio can grow with my practice - and help my practice grow! I'm looking forward to getting other products I use to interface with Clio (like QuickBooks, etc). I'm also thrilled that I have the ability to quickly and easily get clients signed up directly through Clio, rather than having to use a third party electronic signature system.

Cons

The self-help isn't fabulous, but fortunately I've been able to get help through online chat.

Alternatives considered

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

Reason for choosing Clio

Clio has great pricing, and I don't feel nickel-dimed - it's straightforward, easy to use, and no one in the sales process made me feel like I was buying a used car.

Switched from

[NuLaw](https://www.capterra.com/p/164654/NuLaw/)

I used it at my prior firm, and swore I'd never use it again. Choosing Clio was the best decision I ever made.

Review Source

RB

Rosalinda B.  
Legal Assistant/Paralegal/Bookkeeper  
Law Practice  
Used the software for: 2+ years

### "Very easy to use "

August 29, 2019

5.0

It makes part of my job easier. 1.Attorneys are much more comfortable going into Clio by themselves to enter their time or find information/reports instead of having to wait and rely on me to do it. 2.It's much easier and faster to quickly generate reports that split Time (by keeper) and Expenses. 3.Monthly billing goes by much smoother, invoices go out faster, payments are received much faster than if by mail. Attorney's are happier. : ) 4.Clients like to be able to receive email with link to process payments online.

Pros

Time entries can be imported by batch. Trust Requests and Bills can be emailed w/payment link directly from Clio. Past Due Bills can be "shared" with a coupled clicks versus printing out and mailing or using another app to email it.

Cons

1\. When looking at a past due bill (and additional bills have been issued and remain unpaid for that same matter) the Outstanding Balance on the Statement of Account section will update and include the balance due for that matter as of the current date + any open Trust Replenishment requests instead of the balance due for that invoice + the balance due of all invoices issued previously to that one. 2. Evergreen Retainers - I keep getting calls from clients saying they can't view the "Shared" invoice when I have applied Trust funds that covered the whole balance. They can see the Trust Request to replenish funds used/applied to an invoice, but they can't see the actual invoice and review what was billed. I have to print the invoice to PDF and go to my email app and send from there. 3. I would like to see a report that shows that various billing rates per timekeeper for each client/matter.

Review Source

Stephen B.  
Owner  
Legal Services  
Used the software for: 2+ years

### "Fantastic Practice Management Solution"

July 6, 2019

5.0

Pros

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Cons

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Switched from

[HoudiniESQ](https://www.capterra.com/p/112888/HoudiniESQ/)

Houdini was no longer meeting the needs of my practice, I was growing and found the interface to be difficult for anyone to use but me. Clio checked all the boxes and seemed to be well supported. Turns out the choice was the right one.

Review Source

Lee H.  
Principal  
Law Practice  
Used the software for: 1-2 years

### "Clio is the Gold Standard for Solo and Small Firm Attorneys"

December 16, 2022

5.0

Great software. Flexible integration with other programs. Unsurpassed customer support. Its great to be a part of a large and growing customer base.

Pros

Great customer support; great on-boarding from other legal software. Fair pricing.

Cons

Document management is still a work in progress from my perspective.

Review Source

TV

Todd V.  
Lawyer  
Legal Services  
Used the software for: 2+ years

### "Long-time user whom,Ike’s the continued innovation "

December 13, 2023

5.0

I am an unabashed Clio fan. I enjoy it and appreciate the continuing innovation and willingness to listen to users for their ideas and thoughts on features.

Pros

Clio’s ability to integrate key features internally - calendaring, invoicing, payment, and communications, along with allowing for third-party programs to work within the eco system make it a very easy to use 1 stop shop.

Cons

Sometimes some features are only available at the highest level of service, which while understandable can be hard on younger folks just starting out.

Alternatives considered

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

Reason for choosing Clio

Better suited my needs way back when, and continues to do so.

Review Source

DS

David S.  
Member and Owner  
Law Practice  
Used the software for: Less than 6 months

### "Clio helps keep my law practice organized and productive"

December 12, 2023

5.0

Overall, I am very glad I selected Clio as my law firm's practice management system. When I was in the selection stage, I knew I wanted a system that would be worth the price, if it streamlined processes and eliminated, where possible, redundant steps. Clio was the best option I found, along with it being recommended by so many state bars and having what I found was the most amount of third party API integrations. They also seem, based on my research, to being committed to improving the product and keeping it relevant. Anytime I needed technical support, friendly and knowledgeable staff resolved my issue. I do not believe I was oversold in the capabilities of Clio and am glad I chose to go with them!

Pros

Clio can be used as a a sole "source of truth" for managing a law practice. I am able to create many automatic workflows with Clio Grow that seamlessly transition to Clio Law Practice Management. It has nearly all the features I need, built into the Clio Complete package.

Cons

I wish I could upload videos larger than 25GB, as I have police bodycams and dashcams I need saved. It would be amazing if I could view these inside Clio, a la Dropbox or Office 365 functionality, so I didn't have to download the video file each time I wanted to watch it (or alternatively keep the file on my computer, due to limited disk space). I wish my VOIP integration was natively integrated, rather than relying on a Chrome extension to connect Clio and my VOIP system. I am however, appreciative that Clio maintains the Chrome extension as it has eliminated much time manually inputting texts/phone calls into my billing system.

Reason for choosing Clio

Aside from being ranked extremely highly and having multiple state bars listing Clio has a partner, Clio had the most API integrations I found compared to other law practice managements systems.

Review Source

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