# Page 11 | Clio Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 11 - 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

---

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/)

* * *

Last updated March 25th, 2026

# Page 11 - Reviews of Clio

## Showing most helpful reviews

Showing 251-275 of 1691 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

BS

Brenda S.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Clio makes my life so much easier!"

December 6, 2022

5.0

I'm very happy with it. It makes it easy for me to stay organized.

Pros

I especially like the case management system. I can upload, save documents and share them with clients, created tasks with reminders and communicate with clients in a confidential manner.

Cons

It would be great if it were more easy to create a matter from a contact. It would be so nice if we just had a button on the contact to create a new matter. That way documents and notes I have on a contact would automatically be saved in the matter.

Reason for choosing Clio

The whole suite I got for a reasonable price.

Review Source

Zackary Z.  
Attorney  
Legal Services  
Used the software for: 2+ years

### "You Need CLIO In Your Life"

July 24, 2019

5.0

From the set up, to teaching the staff how to use CLIO, to little hiccups along the way, the CLIO staff has been very responsive. They always answer the phone, are always friendly, and always ensure our issues are resolved quickly. Plus, they actually implement suggestions I have made.

Pros

CLIO is a seamlessly integrated firm management product that allows me to manage my small law firm on the go. Whether I am traveling, sitting in the hallway of a courthouse, or waiting for my kids' doctor appointment, I can communicate with clients, enter time, communicate with my team, and have all of my client information at my fingertips.

Cons

When preparing bills, some of the features that allow you to correct time entries by staff are limited. For example, if a staff member entered time under the wrong matter, you cannot simply change the matter with a simple click. Overall however, bill preparation is much faster than with other products and works nicely.

Reason for choosing Clio

I felt like CLIO had a more user-friendly interface, I loved the app, and the customer support seemed to care more about our experience. Turned our I was right.

Review Source

Response from Clio

September 24, 2019

Thank you for the feedback, Zackary! We've submitted your Billing recommendation to the Product Team for review. Please don't hesitate to reach out to our support team with any future questions: www.clio.com/support

OH

Owen H.  
managing attorney  
Law Practice  
Used the software for: 2+ years

### "Fantastic value, modern software, steadily improving features"

April 14, 2017

5.0

I've been using Clio since 2011 to help me run my solo practice. I use it primarily for calendaring , time tracking, and billing. Those features are fantastic. Almost all of my billable time is calendared, and Clio lets me add time right to those events and assign it to a matter right from the calendar. I cut my administrative time to bill clients by 40% the first time I used Clio, and it's now down roughly 90%. I love that Clio lets me use third-party software with it rather than forcing users to rely on less convenient built-in solutions. For instance, Clio creates a folder for each client and matter for me in Box.com where I can work on my clients' documents using the rich feature set of Box. Clio Documents is okay for sharing with Clients, but there's no way they could replicate Box. There are two things I really wish Clio would improve. First is the ability to natively support joint representation. I do some consumer bankruptcy work, and many of my cases are joint petitions. The Clio solution is to add one of the joint parties as a 'related party'. Strictly speaking, this is not a related party, but my actual client. I can note the relationship type, so it works okay for conflict checks, but I'd rather the software reflect the real legal relationship. The other has to do with transaction tracking and integration with bookkeeping software. Maybe I just need to learn how to do this better, but I end up doing double work in Clio and Quickbooks for expenses and trust accounting. Bills and payments integrate, but the details, which are important for accounting disclosures, are manual in Clio. All in all, Clio continues to be the best option for me. I'm very mobile, so a SaaS/Cloud solution is absolutely required. The features were very basic when I started using it, but the folks at Clio are constantly releasing new functionality, improving existing functionality, and integrating new useful apps. Oh yeah, I'm a bit of a tech geek, so having access to an open API is extremely tempting to me. I've done one integration with Zapier, and I have some ideas for other things I might do directly with the API. Highly recommended.

Pros

SaaS platform, integrations with useful software like Box.com and NextChapter (bankruptcy service), comprehensive workflow features

Cons

Detailed expense accounting is cumbersome, joint representation is not natively supported

Review Source

JP

John P.  
Shareholder  
Law Practice  
Used the software for: 2+ years

### "Gamechanger"

December 16, 2022

5.0

Amazing.

Pros

I love the timekeeping features, the goals, the daily review and the daily, monthly and yearly goals you can set for yourself individually. This has revolutionized my practice.

Cons

For some of the users on my team, email saving and signing in to use the plug in have been a challenge. It is difficult for them to do it as people who are not tech savvy taking part of my day away at times.

Alternatives considered

[WORLDOX GX](https://www.capterra.com/p/80770/Worldox/)

Reason for choosing Clio

This was expensive and not cloud based. Clio was inexpensive and cloud based letting us work from anywhere.

Review Source

DR

Diane R.  
  
Law Practice  
Used the software for: 2+ years

### "There has to be something better; going downhill for solos"

February 9, 2017

3.0

I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small practice firms. It has increasingly become more cumbersome and takes longer to calendar and bill than I would like. The interest feature on the billing can only calculate simple interest. Once you enter the interest formula, there is no way to disconnect it so you are left to manually delete all of the entries. They have changed the billing process from a process that once took about an hour to taking about 3 hours. A bill is generated and placed under the Draft tab, you can view it, edit it, submit it for approval (a waste of time for a solo), or approve it - so I view it, see it needs to be edited, and click on edit, the bill comes up for editing, then once you've completed it, you hit Approve - and nothing happens which is new - you either can hit the go to bills Awaiting Payment link, or click on the Awaiting payment screen -- from there, you are forced to sort through all of your accounts receivable to find your newly edited bill. Once you find the bill, then you can Receive Payment from the trust account - but be careful since if your client has $500 in trust and the bill is $1000, the trust payment will pop up $1000, which you know is inaccurate, so you have to do another edit. Then the bill drops out of view and you either have to return to Awaiting Payment or Paid tabs - search through all of the other bills, find your bill, then you can download it - print it, or save it, and then email it. If you want to enter a new appointment, you can do so on the calendar, but if you want to create a method to track the new client, you have to go to another tab to set up a matter, you can only input the client's name, not the address, not the phone number, not any other stuff that should appear at this point, in my opinion. Then you add in your number. Then you have to track down the name you just entered and try and add in addresses, phone numbers, email addresses. The process is incredibly time consuming. Pros: Cost Cons: Overly rigid, designed for those who have a data processor employee, time consuming, not customer service oriented - was marketed for solos/small practices and this is not the case any longer.

Pros

Web based program and cost.

Cons

Rigid, time consuming process. So many things don't work and the process of finding a work around is cumbersome.

Review Source

FG

Freeman G.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Clio in a Small Estate Planning Practice"

November 4, 2022

5.0

I worked for 2 years as an associate in a small estate planning firm, later moved to a mid-sized firm and worked there for 10 years (7 years as an associate and 3 years as a partner). I then opened my own solo estate planning practice. When I launched my solo practice, I put a great deal of thought and effort into choosing my case management software. I had previously used TimeMatters, Prolaw, and CenterBase, and I knew I did not want one of those programs. I finally settled on Clio, and a year and a half later I am very pleased with that choice. Clio is hands-down the best case management software I have used. I like it more and more as time goes on. The product is excellent, and the company and team behind the software are top-notch.

Pros

Things I like most about Clio:It is easy to use and well-thought-out, has many features, integrates with many other software programs, has very few bugs/glitches, the Clio team is excellent to work with, they are constantly improving the product, there are many Clio users, so lots of opportunity to collaborate.

Cons

It is more expensive than some other options, though I have found myself happy to pay extra for a quality product. The separation between Clio Grow and Clio Manage is a bit odd.

Reason for choosing Clio

Clio had more integrations, more users, and stronger company and support team backing it.

Review Source

SS

Sean S.  
Director of Operations  
Legal Services  
Used the software for: 2+ years

### "Does most of what you need"

February 7, 2023

3.0

Clio has been a great program and we still have plenty of runway left with it before we have to explore different options to keep our business growing. They can easily carry you through a multi-million dollar firm with small teams, but as you expand, you may need to start thinking custom solutions.

Pros

The best thing about Clio is its ability to stay organized and track cases throughout its lifetime. Other competing software can make it difficult to easily search and open case files.

Cons

The space where clio starts to lack is smaller quality of life issues. 3 way reconciliation is still not a thing, building custom documents or invoice templates is tedious and yields sub par results, you can do things like automated expense creation, and the client portal isn't always easy for clients to figure out.

Review Source

DM

Daniel M.  
Lawyer Arbitrator Mediator  
Law Practice  
Used the software for: 2+ years

### "Clio enables me to be a solo in my preferred area of practice."

August 23, 2022

5.0

I like that the intake process is done in Grow through a link that I send out by text or email, with the client typing in their own information. That leads to the next step of producing a retainer agreement and the payment of a deposit. I then transfer the matter to Manage and create a portal for uploading documents. I can then do the work and create a bill in a few keystrokes.

Pros

I find it very easy to use. The most common tasks are very intuitive and the less common features are well documented or quickly answered by support.

Cons

I would like to have the ability for more than one client to be on a matter, with all clients signing the retainer agreement.

Review Source

JA

Jen A.  
Lawyer  
Law Practice  
Used the software for: 1-2 years

### "Clio is a great system, by far the best I have found for a legal practice"

September 13, 2022

4.0

The experience has been great. Onboarding was amazing. However, once onboarding stops you are on your own, so ask all the questions you can!

Pros

Time entries, invoicing and billing are made super simple. The associated and integrated companies such as QuickBooks makes it great.

Cons

There is no system in Clio Manage (like there is in Clio grow) to create documentation for signings, so we still have a to use another software for this. Also, it is hard to build fillable forms.

Alternatives considered

[Filevine](https://www.capterra.com/p/140815/Filevine/)[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)[Veradigm Practice Management](https://www.capterra.com/p/276109/Veradigm/)[FileCloud](https://www.capterra.com/p/166916/FileCloud/)

Reason for choosing Clio

Ease of use

Review Source

AR

Aldo R.  
Owner and Attorney  
Law Practice  
Used the software for: 2+ years

### "Estate Planning & Probate/Trust Law Firm"

December 12, 2023

5.0

I am a tinkerer and don't mind getting under the hood, so I love it - I customize all my templates, use the task lists and auto-document generation all the time, I honestly recommend Clio to every person I talk about it with.

Pros

that you listen to your clients suggestions and implement features that a lot of attorneys request. I have been with Clio for over 5 years now and love this the most about your company

Cons

Custom fields are still a nightmare - would be great to have some kind of overview for all merge fields across Manage/Grow, have them sync up better (AMAZING JOB ON THE NEW FEATURE FOR SYNCING CONTACTS ACROSS MANAGE & GROW BY THE WAY - WE LOVE IT!!!)

Review Source

KB

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

### "Fantastic product!"

August 28, 2019

5.0

The experience has been great. The support team is very helpful and made getting set up a quick process, and they've helped solve several operator-error problems along the way. We don't yet use the full capability of what Clio can do, but it's nice to know we have room to grow our practice without outgrowing the software that helps us manage it.

Pros

Clio easily tracks time and expenses, keeps client and matter details organized, generates invoices, and gives us reports that help track our firm's growth. It is easy to learn, easy to use, easy to customize to our practice, and has very helpful and responsive customer service. Since it's cloud based, we can also work remotely as needed. Very glad to have Clio!

Cons

I like most everything about Clio except that it can be slow if our internet service is being slow (not Clio's fault, but it comes with being cloud-based). Every once in a while I find a glitch that frustrates me in creating invoices. Usually, though, chatting with customer support online leads to a) their showing me how to solve my problem, or b) the problem being sent to tech support for fixing in Clio's system.

Alternatives considered

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

Reason for choosing Clio

Clio offered a better value for the service offered, a shorter spin-up time and a more approachable platform. I still learn more about it's capabilities every day, but was able to understand enough to start working within it after the first walk-through with the support team.

Review Source

LF

Leia F.  
Legal assistant  
Law Practice  
Used the software for: 2+ years

### "Perfect tool for a legal practice "

January 20, 2023

5.0

Pros

It is so user friendly. It is set up in a way that makes it simple to navigate and all its features make me more efficient and organized.

Cons

It has a limit (a very high one, though) of file size, which sometimes our files exceed

Review Source

Megan C.  
CEO  
Law Practice  
Used the software for: 2+ years

### "Long time Clio Manage and Clio Grow Enthusiast"

December 4, 2019

5.0

Clio is a very robust and complete practice management tool - we have continually expanded our use of the product as our team has grown and new features have been introduced. We are committed to the product after 7 years and can't imagine switching.

Pros

1) The software is extremely intuitive - I've used 3 different practice management platforms and found this the most intuitive. 2) Feature rich in the sense of file data, allowing the extremely important congregation of information which all team members can access and organize. 3) As a market leader, the number of companies building integrations is large and growing every day. 4) The company is continually building out new features 5) The company is committed to supporting it's customer's business and being a thought leader in innovation in our space, beyond simply their product.

Cons

1) A year in to Clio Grow acquisition, the two products are still operating completely independently - would like to have assurance that the products will become one at some point. 2) More transparency on feature build - it can be a time waste/ cost to implement a different 3rd party solution if Clio is already building that feature for future release. 3) Client portal is not great and not customizable at all.

Review Source

JMC

Jose Manuel C.  
Office manager  
Legal Services  
Used the software for: 6-12 months

### "Clio has it all in one "

November 15, 2022

5.0

Three tangible benefits that we are getting from Clio in our firm are the reduction of the amount of paper that we were using. We practically migrated all our physical archives to Clio. Also, every month we keep evaluating what are the extra software that we were using, though we don't need it anymore, cause the app has it all in one. And maybe most important, Clio has helped to move our office to a virtual law firm. We keep hiring contractors in different latitudes and Clio make very accessible working remotely.

Pros

Clio is a very efficient management tool in our firm. Either if we are processing a case or working on administrative matters, it makes everything easier cause you don't need to be jumping from one software to another. Lately, I'm more aware that you can adapt all the features that Clio has for specific management necessities. Besides, it's very easy to learn.

Cons

Still trying to discover what would it be....

Switched from

[Docketwise](https://www.capterra.com/p/172490/Docketwise/)

It was a very inefficient tool

Review Source

AM

Ashley M.  
Associate Attorney  
Law Practice  
Used the software for: 6-12 months

### "Better for new attorneys"

March 22, 2017

3.0

If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.

Pros

It's online. The timer can be stopped and started easily.

Cons

I spend about two (2) hours a day implementing workarounds to make the system work because it was not built for family law practice or file review. It's a good backup system but it's nothing very reliable unless you're willing to invest the time into making it work.

Review Source

Response from Clio

March 23, 2017

Hey Ashley, This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions? - Derek, Clio Community Manager

TA

Teresa A.  
COO  
Real Estate  
Used the software for: 2+ years

### "REview "

January 11, 2023

5.0

Overall excellent - they do come up with new updates and features annually

Pros

The ease, the support can not be compared. Training videos were accessible, user friendly, one place for our firm to work on daily basis in all aspects.

Cons

Some of the features need more customization - tasks - we upgraded to the highest tier and still takes time to input the data and follow life of the task. Would be easier if you had one task and were able to add sub tasks, ie: draft legal opinion, partner review, pending client approval. Reports need to be more robust and able to customize

Alternatives considered

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

Reason for choosing Clio

It was back in 2016 so I dont remember them all

Review Source

SM

Saleem M.  
Owner  
Legal Services  
Used the software for: 2+ years

### "Best law practice management suite out there"

September 6, 2022

5.0

Ive had great experiences with Clio over the 10+ years I’ve worked with them.

Pros

Easy to use core features of contact management, time tracking, and billing, combined with extensive list of integrations with other software providers.

Cons

Nothing really. Maybe the price creeping up.

Alternatives considered

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

Reason for choosing Clio

Familiarity and integrations.

Review Source

rS

ryan S.  
Owner, Paralegal  
Legal Services  
Used the software for: 2+ years

### "Clio Manage and Grow, Essential Tools for Successful Legal Practitioners"

December 12, 2023

5.0

excellent, far better than ulaw, mycase and other practice management software products that I have used.

Pros

unlimited free support, training, always willing to listen to customers,

Cons

Too slow to implement solutions, no accountability re feature requests.

Reason for choosing Clio

recommendation received from a lawyer friend

Switched from

[uLawPractice](https://www.capterra.com/p/150100/uLaw-Practice/)

unfriendly user experience, bulky and not user intuitive

Review Source

BW

Barbara W.  
Legal Assistant  
Legal Services  
Used the software for: 2+ years

### "Crucial part of our law firm"

February 14, 2023

5.0

We are sure that there are more things that Clio offers that we are not utilizing. Does Clio offer any Continuing Legal Education for credit?

Pros

Clio allows our law firm to provide and store all our client's data in their matter. Easily shared between staff members.

Cons

We use Quickbooks Desktop and it doesn't sync with Clio well. It would be great if this could be an added feature. Also, it would be nice to automatically sync emails from outlook without having to file each time. Maybe with the option to choose which emails could be filed.

Review Source

LA

Lisa A.  
Case Manager - Legal Assistant  
Legal Services  
Used the software for: Less than 6 months

### "You need Clio to streamline your Law Firm"

October 20, 2022

5.0

My overall experience with Clio is that it is very user friendly. It makes remote working very easy by allowing all matter activity to be tracked, keeping your entire team on the same page.

Pros

The think I like most about this software is how easy it was to use. I did not have a legal backgound and the firm I started with did not have an onboarding program. I had to train myself how to use the software. The resources available on line and the customer service made this process a breeze. I was able to discover that the firm did not have the software set up properly and they were not utilizing any of the features that make the soft ware amazing. Within a few months I was able to set up the infrastructure properly, write an office procedures manual and increase their productivity! This is the best legal case management software on the market.

Cons

The improvements that would be helpful are upgrades in the automation of emails that we send repeatedly like quarterly fee statements. It would also be helpful if Clio provided a draft list of tasks and documents by case type so that clients were not reinventing the wheel if they do not need to.

Review Source

JN

Jennifer N.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Check their work "

February 6, 2024

2.0

Great for time tracking, troubling on the accounting end. Customer support used to be great but now it’s shorter on solutions and higher on upselling

Pros

Time tracking. Very easy to use and no complaints here

Cons

Trust accounting errors. This is of course terrifying when the program indicates transfers have been made from trust to a balance but the transaction isn’t reflected on the balance

Switched from

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

Wanted something personalized to a law firm and to assist with trust accounting

Review Source

JB

James B.  
MD  
Legal Services  
Used the software for: 6-12 months

### "Fantastic product and exceptional onboarding and support"

April 12, 2024

5.0

The onboarding process with \[sensitive content hidden\] was exceptional. She was very thorough and knowledgeable and we were up and running in no time. Clio is saving us a tonne of time and we have much better visibility and reporting.

Pros

Ease of use Integration with Outlook Doc sign Matter stages

Cons

Billing cost Not having two way syncing with email

Alternatives considered

[Access Legal](https://www.capterra.com/p/240324/Access-Legal/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)

Reason for choosing Clio

Matter stages visibility. Team very keen to engage and discuss rather than trying to push a solution without fulling understanding our specific needs.

Review Source

JV

Jennifer V.  
Data/IT Manager  
Law Practice  
Used the software for: 1-2 years

### "Excellent software for end-users with minimal law experience"

January 11, 2023

4.0

Clio Manage has become our tool of choice to navigate and manage our client's information, create and track documents, track billable time, pull reports, house templates, streamline billing, and manage calendaring all in one place. Customer service is \*chef's kiss\* - I am constantly engaging Live Chat for even the smallest issues or inquiries and the representatives are always kind, knowledgeable and eager to help, even researching and suggesting solutions.

Pros

Clio Manage is easy to use. I have trained 5+ entry-level employees on the software and have not had a problem with comprehension or navigation. The anticipatory design, options to customize fields and reports, and having all of our data in one place has streamlined our workflows and made us a more efficient firm.

Cons

Clio Launcher is not consistent for us. With any software, there are bugs but none have caused us downtime or loss of data. It is a bit pricey for our firm.

Alternatives considered

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

Reason for choosing Clio

Function, price, expansive product

Review Source

TK

Tami K.  
Office Manager  
Law Practice  
Used the software for: 1-2 years

### "Clio in our law firm "

July 22, 2019

4.0

Our greatest benefit to date was when we added the payment links to our invoices and the speed we are now getting paid by clients. They love the online ability to pay for their bill and we love the speed it's processed in. The ease that the monthly billing process has become has also freed up a tremendous amount of time for staff.

Pros

The Clio platform was very easy to implement with our firm's daily usage. The onboarding process was smooth and the learning and transition for staff were easy. The software is meeting our firm's needs on a daily basis. I also appreciate that they listen to suggestions and continue to improve and add features throughout the year. Clio has allowed our monthly billing process to go from a day-long process to an hour process.

Cons

Some of the reporting features need to be fine-tuned or added to. My biggest pet peeve is the limit of 50 items to a page, so you update to 200 but it defaults back to 50 every time you move around between pages.

Reason for choosing Clio

We didn't want a super complicated, expensive, intense package like Time Matters. Bill4Time wasn't big enough or have enough features. Clio has been a perfect fit.

Switched from

[Bill4Time](https://www.capterra.com/p/212371/Bill4Time/)

Looking for a more complete, robust software to help manage our law practice.

Review Source

Response from Clio

September 24, 2019

Thank you for the feedback, Tami! We've submitted your reporting recommendation to the Product Team for review. They will be sure to reach out if they require further context.

CM

Catherine M.  
Office Manager  
Law Practice  
Used the software for: 1-2 years

### "Review"

December 16, 2022

4.0

decent

Pros

the automatic invoice and calendar date notifications to client is wonderful

Cons

We have clients who change their emails frequently. we can update same in our system, however, if a notice of invoice/calendar was sent to a previous email, we are unable to change same, rather the client must. We have not had one client who was able to make the change through their clio portal, and we/they are frustrated at that. I spent an hour? or more on the phone with Tech support, and they were not able to resolve the issue either. We should have the ability to change this information

Review Source

Talk to a Capterra advisor for free and get results within 15 minutes.