--- title: "Page 3 | Clio Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 3 - Is Clio the right Legal Billing solution for you? Explore 1746 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/105428/Clio/reviews/?page=3" page_type: "reviews" language: "en" --- Clio 4.7 (1746) 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 September 11th, 2026 # Page 3 - Reviews of Clio ## Showing most helpful reviews Showing 51-75 of 1746 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KM Kimberly M. Legal Assistant Law Practice Used the software for: 2+ years ### "Clio is the Best CRM for all Law firm" May 19, 2026 5.0 The document we save are safe and secured. Everything was accurate because of Clio. It was the best CRM I have ever experience. It is really a user friendly. i would recommend it to everyone. Pros Clio is very useful and straight forward. i like the graphics it makes me more excited to work every day. The fee was affordable considering the usage. Cons The customer support is really friendly and approachable. Clio makes our work easy and cost effective for drafting, filing and even managing client profiles. Review Source AR Ansuman R. Ecom Manager Retail Used the software for: 2+ years ### "Legal Management Software with Strong Organization Features" August 3, 2026 5.0 It has been a reliable tool for managing legal operations. It helps streamline document management, client tracking, and invoicing while improving organization across teams. Pros It provides a well-organized platform for managing legal workflows, documents, client information, and billing in one place. I liked the ability to keep case-related files and communications organized, which improves productivity and reduces the need for multiple tools. Cons The platform has many features, so new users may need some time to learn the system and set up workflows according to their needs Review Source DP Don P. Owner Law Practice Used the software for: 1-2 years ### "A breath of fresh air" May 4, 2026 5.0 Clio has been an excellent extension to my family law practice. The system is very easy to use, adaptable and allows for remote work without an issue. Pros Clio has provided excellent access and organization to my law firm especially after utilizing other systems. It's an excellent value for the money and the customer support is terrific. Cons They don't have a real way to migrate to Clio from Leap, which is what I was using before. That may be a LEAP thing instead of Clio. They could also have customer service on weekends, but that's a small item. Switched from [LEAP](https://www.capterra.com/p/147413/LEAP/) Clio was shown to be a better product and, more importantly, less expensive. Review Source EW Elan W. Managing Member Law Practice Used the software for: 2+ years ### "Clio - An Excellent Law Practice " May 3, 2026 5.0 Overall, my experience with Clio has been excellent with some rare hiccups over the years. I've been a Clio customer for over ten years and it remains an excellent value for the money. Pros Clio is easy to use, offering an intuitive interface that outputs editable PDF bills/invoices seamlessly. The analytics/reports are also useful. Cons The templates offered are not that robust, and there was no option for direct output to Microsoft Word or RTF. To effectively use Clio, one really has to know a lot about editing PDFs. Review Source HF Haidee F. Operations Manager Legal Services Used the software for: 2+ years ### "Operations View " May 27, 2026 5.0 There are many resources available online and when I find myself in a hole, I can easily search online and find what I need. Pros It is very user friendly and easy to navigate. The custom fields allow me to easily add what is needed. Cons What I least like about Clio is the ability to not view custom live reports with visual graphs or charts. Review Source JG Judith G. Senior Family Law Clerk Law Practice Used the software for: 1-2 years ### "Fast and efficient Email management." May 4, 2026 4.0 The transition from our previous software to Clío was challenging, however, since then we have been very happy with the program. Pros Clio makes email linking and docketing very smooth when integrated with Outlook Express. It has saved our firm a lot of time beign able to link, docket and file the documents in one step. Cons Name searching is sometimes very specific when linking emails, and at times, even correctly enters accounts that do not populate for linking. Switched from [AbacusLaw](https://www.capterra.com/p/18374/AbacusLaw/) pricing, lack of support, ease of use, and downgrading of services. Review Source CF Cynthia F. Law clerk Law Practice Used the software for: 1-2 years ### "Great interface " May 14, 2026 5.0 My overall experience has been successful and I enjoy using Clio. The interface is easy to use and access. Pros The interface is very user friendly and easy to access. It is straightforward to easily access files. Billing is also straightforward and easy to access. Cons There are not many perks in the interface in total. However, the transitioning between clio and our previous software was easy to access. Switched from [LawMaster](https://www.capterra.com/p/237710/LawMaster/) The software was being eliminated and we needed something user friendly Review Source Douglas M. Founding Attorney Law Practice Used the software for: Less than 6 months ### "New User, Very Happy" May 2, 2026 5.0 I'm relatively new to Clio. I used Logics for the last three years, but it was a no-brainer to use Clio when I opened my own firm. Even though there is a learning curve, I was able to navigate the billing process and accounting before I even took the training course. I've needed customer support several times as a new user. I have been shocked at how easy it is to call in at 9 PM and have someone resolve my question. Pros My favorite part of Clio is the integration. I use the most essential tool, Manage, but also Grow, Draft, and Accounting. I work very well with processing everything from intake to getting paid. Cons That Clio environment is a bit clunky. I don't love having to change different tabs to move from Grow to Manage. I would prefer to stay in the same tab rather than keep closing out tabs on Chrome. The only other thing I would love to see improved would be the Website builder. It is effective, but I'm going to need to spend another $3000 to have the website professionally built. Review Source DY Deborah Y. Partner Law Practice Used the software for: 2+ years ### "Clio Keeps me on track!" August 19, 2025 5.0 This user friendly system continues to amaze me as it has added more and more desirable features. Great for solo practitioners and larger firms alike! Pros The more I use Clio Manage, the smoother the administration of my business becomes. It is easy to use, can be adapted in many ways to fit your practice and customer service is great. It is my "go to" for calendar and task management. I am also now learning to use it to capture my client emails and communicaitons without need to use add-on apps and for better cybersecurity. Cons They add new features faster than I can learn them AND there are features in other programs that I would use but as a solo, I find that the added on-going cost is not worth the time saving it will bring me. Reason for choosing Clio I know what I looked at years ago - some were way to expensive for me as a solo Switched from [Harvest](https://www.capterra.com/p/75598/Harvest/) Harvest was less expensive but not user friendly for invoicing legal services. Review Source VR Verified Reviewer Managing partner Law Practice Used the software for: 2+ years ### "Clio is just . . . meh!" August 13, 2025 3.0 This is a good program for a solo or small office but a below average program for a large office. The more non-billing personnel you have and the more users you need makes the program cost outweigh its convenience and lack of flexibility. Pros Their customer support until 2025 was excellent, which means they know how to provide it. It has gone down recently choosing to say we are not seeing what we are clearly seeing or putting the problem in to development or even worse, blaming a third party vendor. They were good at helping resolve issues at one time. The program is easy to use and set up however and invoicing is relatively straightforward. Cons The per user cost and constant updating of services that are not included and frankly don't work well with their other services seems less of a subscription service and more of a toxic relationship that needs to be ended but for which few viable alternatives exist. We use the "devil we know" expression around my office to describe Clio is, which is not a service that would receive a 5 star review. Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Reason for choosing Clio We stuck with the devil we knew. we looked at all the major programs. I don't have time to answer more here. Review Source VD Vasil D. Studente Ranching Used the software for: 1-2 years ### "Assegna un titolo alla tua recensione" May 17, 2026 5.0 Nel complesso, la mia esperienza con Clio è stata positiva. Ho trovato la piattaforma utile per organizzare attività, informazioni e flussi di lavoro in modo più chiaro ed efficiente. L'interfaccia è intuitiva e consente di orientarsi abbastanza rapidamente anche nelle funzionalità principali. Pros Mi è piaciuta soprattutto la semplicità con cui Clio rende organizzate e accessibili le informazioni: l’interfaccia intuitiva, la rapidità nella gestione delle attività quotidiane e la possibilità di avere tutto centralizzato in un unico strumento. Cons Uno degli aspetti che mi è piaciuto meno è che, in alcune situazioni, alcune funzionalità possono richiedere un po’ di tempo per essere comprese a fondo, soprattutto all’inizio. Review Source VR Verified Reviewer Paralegal Law Practice Used the software for: Less than 6 months ### "Smooth Navigation and Smart Features — Just Needs Tweaks" August 1, 2025 5.0 Pros Clio's document management is reliable and easy to use, making it simple to keep case files organized and accessible. Data migration, especially with Clio Grow, is smooth and well-supported, allowing for an easy transition from other systems. The overall navigation is intuitive, helping users move through tasks quickly without a steep learning curve. These strengths make Clio a solid choice for firms looking to improve efficiency without sacrificing usability. Cons There’s room for improvement in the Matter Stages feature. While it’s useful for visualizing workflow, it doesn’t remember previously used stage setups, which can slow things down when opening new matters. Additionally, the display of client names is sometimes incomplete, showing only partial names in some views—this can be frustrating when trying to differentiate between clients quickly. These are relatively minor issues but noticeable in regular use. Review Source Kelcey S. Firm Administrator Law Practice Used the software for: 2+ years ### "So glad we switched to CLIO" August 5, 2025 5.0 The overall experience with clio has been great. It has allowed for partners in our firm have actual data at their fingertips and it has allowed our firm to get bills out quicker and a better handle on our collections with the multiple payment methods available with clio payments. Pros The software was easy to pick up and use, even after switching from a software the the firm used for 15+ years. There are several great features but our favorites are clio payments, efiling, the ease of billing and bill review, reporting and the newly added automations. Our firm also loves the tasking feature and the several ways to capture time. There are several integrations that also make clio a sharp software. Cons I do not like that we can not assign one task to multiple people. I also do not like that the trust listing report can not show the responsible attorney. Alternatives considered [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/) Reason for choosing Clio Pricing and the reporting and the billing/finance side was better for us with clio. Switched from [Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/) Tabs is so outdated and we wanted a software that was on the cloud and user friendly. TABS is very accounting based and not a matter management system - where clio is everything in one. Review Source Michael B. Attorney Law Practice Used the software for: 1-2 years ### "Overall great case management system!" August 13, 2025 5.0 Clio is easy use and easy to set up. It provides multiple payment methods which is helpful in getting bills sent to client and paid. Pros Clio is easy to use and very affordable. I especially like that Manage and grow share data very well. Cons There are some fields that will not automatically populate from grow to manage. It seems that it should be able to do that. Switched from [Firm Central](https://www.capterra.com/p/136050/Firm-Central/) Inadequate features in Firm central compared to clio. Review Source Erin M. Office Manager Legal Services Used the software for: 2+ years ### "Clio’s Culture Shines—Now Let’s Talk UI Innovation" October 29, 2025 4.0 Clio’s company culture is truly contagious—consider hosting a client summit to dive deeper into UI innovation and gather meaningful feedback. Pros Clio’s team truly excels—support, development, and community engagement are consistently outstanding. Cons Frequent feature updates are valuable, but they often fall short of addressing the full scope of user needs. Switched from [Harvest](https://www.capterra.com/p/75598/Harvest/) Wanted automated interest calculation for past-due invoices Review Source JD Jodi D. Owner Attorney Law Practice Used the software for: 2+ years ### "Great Company " October 29, 2025 5.0 I have been with clio for over 10 years. I used them when they first came, left them, tried several other companies and then came back to Clio to because I found their software to have the best capabilities Pros Great program. Capability is awesome. The team is great and they offer more than just software. They order a termendous amount of online learning beyond the software. Cons My only complaint is in Clio Grow. I wish they offered customizable reports that would allow me the ability to choose the information I want in my report. Alternatives considered [HoudiniESQ](https://www.capterra.com/p/112888/HoudiniESQ/) Reason for choosing Clio Because clio has the best interface and the most capabilities Switched from [Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/) Because Clio had the best interface and capabilities Review Source CD Christina D. Paralegal Legal Services Used the software for: 2+ years ### "Clio Review" May 13, 2026 5.0 Pros It's ease of use - it is very user friendly and has all of the features a firm, big or small, needs to run their practice efficiently. Cons The limit on products available in Canada. As a Canadian user it is frustrating not to have all of the product line. Review Source VR Verified Reviewer Certified Paralegal Law Practice Used the software for: 2+ years ### "Great Platform" August 4, 2025 4.0 Overall, this is a great platform to keep everything in one place from contacts, documents, billing, time tracking, and invoices. Pros Great database management for contacts and ability to link contacts with multiple matters (cases). Document sharing. Calendar managment. Cons Sometimes takes a while to udate revised documents. Does not have a way to review "duplicate" contacts and merge together. Switched from [Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/)[WORLDOX GX](https://www.capterra.com/p/80770/Worldox/) To combine into one platform the document management and time tracking. Review Source RO Rochelle O. CEO Law Practice Used the software for: 2+ years ### "Long time user" May 12, 2026 5.0 Pros Our family law firm has been using Clio for almost 7 years. It has helped us stand out from other firms by providing easy communication and case efficiency. Our team loves the ability to manage documents and share with our clients. And the customer support is unbeatable. Cons I do wish that Clio was all inclusive rather than having to purchase features separately. For smaller firms it because cost prohibitive to use all of the options. Review Source Cralissa H. Senior Paralegal Law Practice Used the software for: 2+ years ### "Clio Does It All!" August 5, 2025 5.0 I have been using Clio for over 10 years and am extremely happy with the product. It is constantly growing and adapting with technology. It is user friendly and covers all our bases from invoicing to document management and even sharing items with our clients. Clio does it all! Pros I like the ease of use and cleanliness of using Clio. It is extremely user friendly for all ages and users. Cons My least favorite thing about Clio is its inability to automatically sync Clio Grow with Clio Manage. I think once this integration happens this software will be amazing. Alternatives considered [Smokeball](https://www.capterra.com/p/133656/Smokeball/) Reason for choosing Clio Clio had everything from start to finish for our firm. Switched from [Time Matters](https://www.capterra.com/p/228265/Time-Matters/) W were looking to update our software to a more user friendly software. Review Source LM Lisa M. Legal Assistant Law Practice Used the software for: 1-2 years ### "Recommended" May 13, 2026 5.0 Excellent. I recommended it to my cousin for her husband's law firm I like it so much! They are great with support when I have questions. Pros I love the ease of tracking time on a matter, easily creating new matters for previous clients, emailing to a matter to keep track of correspondence and documents. Cons If you start a matter in Clio Manage, it doesn't link it to the client in Clio Grow. Just remember to start in Clio Grow and it is fine! Review Source MI Maria I. Paralegal Law Practice Used the software for: 2+ years ### "Clio is Reliable " May 7, 2026 5.0 I would think twice before using another software, Clio is reliable for all of my work. The rest of my team thinks the same. Pros I have used Clio since I started this job and right from the start I have never had issues. The program is easy to navigate and keep track of all work completed. Cons There are not many cons that come to mind, whenever the program has any issues I get alerts and the issue is fixed within a couple minutes. Review Source JC Joel C. Attorney Law Practice Used the software for: 2+ years ### "Clio is a Game Changer" November 5, 2025 5.0 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 VR Verified Reviewer Lawyer Law Practice Used the software for: Less than 6 months ### "Do not recommend for Australian lawyers " September 25, 2025 1.0 Dissatisfied. Beware that if you’re not happy with their service and you’ve paid for a yearly subscription, they will say they will "check refund eligibility" and just cancel your account and not refund you without advising you. Pros Clio Payments was good - it was the only thing that worked well for me. Payments and billing generally Cons Everything else. The platform is not suitable for Australian practitioners — it is very US-centric and doesn’t align with our requirements. The system feels clunky and fidgety. Smokeball and Leap are far better alternatives for Australian firms. Alternatives considered [Smokeball](https://www.capterra.com/p/133656/Smokeball/) Reason for choosing Clio By mistake - going back to Smokeball much better. Review Source Response from Clio October 9, 2025 Thank you for reaching out and sharing your feedback. We’re sorry to hear Clio has not met your expectations and that your experience with our cancellation process was frustrating. We take any concerns raised by our customers seriously and understand the importance of clarity and transparency in service agreements. Clio’s subscription terms, including our refund policy, are outlined during sign-up and in our Terms of Service. While we do not offer refunds for monthly subscriptions after activation, we should have communicated this more clearly at the point of your cancellation request, rather than after processing it. We acknowledge the confusion this may have caused, and we will review our internal processes to ensure clearer and more timely responses in the future. We understand Clio may not have been the right fit for your workflow. Our aim is always to set realistic expectations during demonstrations by showing core functionality and relevant features for Australian firms. We will Juan S. Paralegal Legal Services Used the software for: Less than 6 months ### "Stuoid stupid stupid trainong privided" August 1, 2026 1.0 I tried to do the learning parhs but i am not learning anythong the learning paths do not show me the clio website I am teying to get certified with clio the training modules do not contsin what the wenstie looks like practice clicks or anyting Pros No pros available this tlis the most horrible unorganized way to privide badges this is stupid...... Cons This is the dumbest and most ineffective, unorganized and stupid way to teach me how to use clio... Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.