--- title: "Page 3 | Clio Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 3 - Is Clio the right Law Practice Management solution for you? Explore 1740 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 (1740) 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 August 4th, 2026 # Page 3 - Reviews of Clio ## Showing most helpful reviews Showing 51-75 of 1740 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Cayla F. Paralegal Legal Services Used the software for: 1-2 years ### "Great product" August 18, 2025 5.0 It has been really great. Like mentioned above, there are some little things I wish could be changes, but overall, we have had a great experience. Pros The ability to have everything in once place is the best. We were using so many different programs before. With Clio, we were able to condense our file management, billing, and so much more! Cons There are only a few things that I wish I could change about Clio. There are some billing features that I wish would be improved. The things I do not like about it are minimal. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) SharePoint didn't have the case management we were looking for. It is only for file organization. It was not doing what we needed it to do. 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 Erin P. Attorney Owner Law Practice Used the software for: 2+ years ### "Excellent CRM for Law Practice Management -- Small to Large Firm!" August 6, 2025 5.0 Overall experience has been positive; have not even considered using any other software. Customer support is always available to assist, and Clio offers options to test new product features. The ability to "customize" add-on features is a plus for law firms with changing needs. Pros Clio is an excellent law practice management CRM with multi-faceted capabilities. Time tracking and invoicing are easy to use, and the client portal allows for paperless practice and document management. Clio is user-friendly and continues to develop features to keep up with changing technology including AI. Cons Accounting feature does not offer payroll; Clio Draft is not easier than using the built-in document automation. Switched from [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/) Cosmolex only offered time & billing. Clio is a full-service CRM. 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 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 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 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 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 MA Myles A. Managing Member Legal Services Used the software for: 2+ years ### "Like Randomly Shredding Files Without Warning" July 23, 2025 1.0 If you are OK with information randomly disappearing and you don't care about he accuracy of your data, and you don't expect tech support to help when the system crashes - then you may not be too badly disappointed. Pros Clio was promising when we first adopted it over a decade ago. We stayed out of inertia. It was not the worst program we ever used. Cons Horribly unreliable with useless support. One benefit had been the ability to create and track notes under matters. Then today, without any warning 3 notes from 3 phone calls representing 3 hours of work disappeared. "Tech support" was a total waste of time. They had no idea why the notes disappeared or how they could be retrieved. Switched from [Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/) Legacy system not supported so we had to make a change. Review Source Response from Clio August 19, 2025 Hi Myles, We’re sorry to hear about your recent experience. We understand how important it is to have accurate, reliable records, and we regret that this situation has caused you frustration. Our team has reached out to offer further assistance and remains available to investigate this issue if you’d like to reconnect with us. – The Clio Team 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 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 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 Sarah G. Owner Marketing and Advertising Used the software for: 2+ years ### "The only software you will ever need for a Law Firm" April 16, 2026 5.0 I work with my client, a personal injury law firm. I do marketing emails and try to help them keep their business running smoothly and efficiently. Pros Clio integrates our law practice so anyone can be logged in at anytime and access a patient's file and see their medical reports and accident photos and see the client's status. Cons We didn't label all of the clients as clients when we went in so when we merged clio with a 3rd party software to send marketing emails, many insurance company contacts came up instead of only clients. 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 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 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 CB Chris B. Facilities Manager Mental Health Care Used the software for: 1-2 years ### "Clio is good, but could be better" June 7, 2026 5.0 Pros I really like how Clio organizes all our client information and case documents in one place. The task management is pretty solid too, it helps us stay on track with deadlines. Automating some of the basic intake forms saved us a good chunk of time when we first set it up. Cons The mobile app can be a bit clunky sometimes, especially when trying to quickly access a specific document. It's not a huge deal for day-to-day work but can be frustrating when I'm out of the office and need something urgently. Wish it was a bit more intuitive. Review Source HS Hannah S. Attorney Law Practice Used the software for: 2+ years ### "Clio, without a doubt" September 1, 2025 5.0 Overall, Clio has streamlined my law practice, improving efficiency, client management, and billing accuracy daily. Pros Clio is intuitive, easy to navigate, and keeps all client files, billing, and communication organized in one place. Cons Some features require extra clicks to access, and occasional syncing delays with third-party integrations can be frustrating. Review Source PG Peggy G. Legal Assistant Law Practice Used the software for: 1-2 years ### "Great Client & Matter Management Software" May 14, 2025 4.0 My overall experience with Clio has been good. There are several areas where I believe improvements can be made. They are constantly rolling out updates to the software and they do accept recommendations from their subscribers so I believe it will get better with time. The software hits on practically every aspect needed by a law firm so I would recommend it if you wanted assistance in managing your firm. Pros I like that it offers an academy so you can learn how to properly work the software. They also have an extensive help section that allows you to seek assistance at any time and most times I have found a solution. I also like that if allows you to track a client from beginning to end and offers you the option to enter as much information on a client and matter as you wish. Cons What I like least about Clio is that there is not an easy way to invoice a client who has hired the firm on a flat rate instead of hourly. It will allow the flat rate however it does not allow you to break down the time with descriptions of the work completed without jumping through a lot of hoops. It can be done however it requires several steps and can use up quite a bit of time. Switched from [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Because we wanted a more in-depth software that would keep track of more information. Review Source AA Amanda A. Owner Law Practice Used the software for: Less than 6 months ### "Highly recommend Clio for all attorneys, especially those with solo practices!" May 28, 2026 5.0 I was pleasantly surprised with Clio. I started with only Clio Grow and Clio Manage. I was not positive I would ever learn how to use them properly. However, once I did, I liked them so much that I tried Clio Draft and Clio Work. Now Clio is a necessary part of my practice. Pros I love that Clio has thought one step ahead. The products save a step for attorneys and paralegals on every platform. I am saving time and increasing my revenue by incorporating all Clio products into my firm. Cons Like any other software, it takes time to learn how to use Clio. While many functions are clear cut, some things are counterintuitive. Once you learn the software, you are cutting hours out of your day, but it does take some training hours to get there. Alternatives considered [Fastcase](https://www.capterra.com/p/168929/Fastcase/) Reason for choosing Clio Higher tech, more modern to keep up with AI and changing times. Review Source VR Verified Reviewer Managing Attorney Law Practice Used the software for: 2+ years ### "Satisfied customer." August 8, 2025 5.0 Clio is terrific. The company is at the forefront of legal technology. They are always innovating, and in my experience, they put their customers first. Pros Clio is an essential part of my law firm’s operations and profitability. Its intuitive interface makes daily workflows seamless, and the excellent customer support ensures issues are resolved quickly. I highly recommend Clio. Five stars! Cons Duo is not as helpful as I hoped it would be. The "analyzer feature" is very helpful. The "assistant" aspects are not up to par yet. Review Source VI Vanessa I. Legal Assistant Law Practice Used the software for: 6-12 months ### "Very Easy To Navigate" March 10, 2026 5.0 My overall experience with CLIO was great. In the few months I used it, I was able use it very easily with not complications Pros It is great with managing data and storing information. Very easy to use and navigate. Great for organizing. Cons I do not like how it does not alert when there are duplicate entries. Therefore you can have duplicate entries and won’t know Switched from [Time Matters](https://www.capterra.com/p/228265/Time-Matters/) Time Matters moved very slow and would glitch often. Review Source TP Timothy P. Attorney Law Practice Used the software for: 2+ years ### "Efficient, Cloud-Based Practice Management for Modern Law Firms" May 8, 2026 5.0 Pros Clio does an excellent job of combining case management, billing, calendaring, document storage, client communication, and task management into one centralized system. Cons Base pricing may seem reasonable, many useful features require paid add-ons such as Clio Grow, Clio Draft, or Clio Duo AI. Review Source SA Sonia A. Legal Assistant Law Practice Used the software for: 1-2 years ### "User-friendly platform and reliable staff" May 14, 2026 4.0 I would recommend Clio to other firms. It is very easy to track important case information and sync. Pros When there are questions to be asked, accessibility to support staff is something you can depend on and they are always very friendly and willing to help. Cons Visually, Clio looks a bit outdated, however, that is also what makes it very easy to use and navigate. 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.