# Page 4 | Clio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Clio the right Law Practice Management solution for you? Explore 1725 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 (1725) 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 April 15th, 2026 # Page 4 - Reviews of Clio ## Showing most helpful reviews Showing 76-100 of 1725 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MM Monica M. Paralegal Law Practice Used the software for: 1-2 years ### "Clio Navigation" May 5, 2026 5.0 Pros The ability to easily navigate and access necessary files. The support team response makes any issue almost non existent. Cons The learning curve from one product to another might be a challenge but not impossible. It takes time to learn a completely new system but Clio makes it easy to do so. 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 Cons Visually, Clio looks a bit outdated, however, that is also what makes it very easy to use and navigate.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 bB brooklynn B. paralegal, legal assistant Law Practice Used the software for: Less than 6 months ### "Clio Review" May 4, 2026 4.0 I enjoy its accessibility and user friendly navigation. Though I am new to Clio, I picked up on it pretty quickly because of how laid out everything it. You do not have to search through hundreds of tabs to find what you are looking for. Pros The ability to have all of your casework in one spot. It allows you the convenience of being able to touch case files more often without having to read through every single page that could be in a physical file. Cons I think the tabs could be simplified. In previous systems that I have used, there is specifically a tab for all communication, phone calls, text, emails, in person meetings. That was easier for me to keep track of and to know exactly where to look when searching for that information. Review Source TG Tania G. Paralegal Legal Services Used the software for: 1-2 years ### "Simple and easy to use!" November 20, 2025 4.0 Overall experience was a 9/10. I used Clio for very basic things and I enjoyed it. My law firm needed more overall so we switched systems but I’m sure I would’ve still enjoyed Clio just the same. Pros I liked the ease of use. It was easy to navigate without have to watch long tutorials. It was also very easy to upload and draft necessary documents. I also enjoyed being notified when clients texted back. Cons I was not a huge fan in how the communication was displayed. When looking at email threads it was a bit hard to understand who contacted who and who said what. Review Source EG Ema G. Paralegal Law Practice Used the software for: 6-12 months ### "Firm Favorite" May 15, 2026 5.0 Pros It's intuitive and is always being updated to improve but never in an overwhelming way. Billing and payments is simple for us an the clients and document sharing with firm is top-notch. Cons It's pricey. I don't want to become reliant on it in case the price exceeds my budget. I wish there was a discount for using more features. Review Source MW Melissa W. Director of Planning and Development Law Practice Used the software for: 2+ years ### "Clio is a Must!" November 25, 2024 5.0 I use it for everything. My phone call notes and client meetings. I print my notes for files to help staff know what I know. We only use Clio for task and case upkeep so all the information and status is in one place. Pros Efficient for case management, designed for easy use and the most responsive team I’ve ever seen for management application. Cons I would like to have more options for my calendar (more like a daytimer feel) with a calendar view that supports tasks management and notes. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reason for choosing Clio Because Clio does so much more. Everything is all in one application. Switched from [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) Efficiency and reliability. Ease of use and consistency. Review Source BL Brittany L. Owner Law Practice Used the software for: 2+ years ### "Connecting All the Dots" February 10, 2025 5.0 Overall, I love Clio. I love the integrations that are continuously added!! Pros It connects in such a myriad of ways that I can find connections I did not even realize existed between clients and people on other cases. When you're in a small community, that is very helpful!! Cons Adding time to a calendar event or anything should be part of the initial pop-up, like it used to be. I would like to be able to email things to the maildrop address from anyone within my domain. And I would like to be able to e-file from my Clio profile EVEN IF my service email address is NOT my profile email address. Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Reason for choosing Clio Better overall design; Cost compared to services; Forward-thinking so I expected growth and added integrations. Review Source JB Jessica B. Operations Manager Law Practice Used the software for: 2+ years ### "Worlds better than other CRMS and still improving" November 22, 2024 4.0 Clio is a great information hub, but getting the information sorted and in the right place can be tedious. The busier the firm, the greater the need is to have an outlined guide or manual from day one. Pros Clio is a fantastic information-gathering tool and is close to being a one-stop-shop for everything we need pertaining to our clients. the upcoming rollout of a new communications tab should help to sort this information further. Cons Client intake is a tedious process. Something as simple as being about to mark clients as spouses/life partners and copying over address and other basic information would go a long way to help speed things up. as of now, we make three contacts for every matter (the married couple as well as each spouse). Alternatives considered [PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/) Reason for choosing Clio pricing and crm capabilities; document management, integration possibilities. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PCLaw was a nightmare that crashed multiple times a day and had no customer support. Review Source JK Jenifer K. Billing Administrator Law Practice Used the software for: 2+ years ### "Very Happy" November 22, 2024 4.0 My overall experience has been very positive. Compared to our last platform Clio is much more user friendly. Our attorneys have little to no problem using the system. The customer service has been quick and helpful. I think as Clio continues to develop the better it will be. Pros Very easy to navigate. The resource center gives lots of information when you don't know how to do something. Very happy with how user friendly it is. The document management and use of docusign has been excellent Cons Not being able to mark invoices as sent via USPS. Not all of our clients use email. Not being able to pay multiple invoices via the matter, and having to navigate to the billing page. On the billing page, not being able to search via the client/matter number. Only can search by name. Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. Less third party crossovers would be nice as well. I would like to see a more developed Clio for clients desktop app/website/portal. I think our clients would really utilize communicating with the attorney more through a portal then an app on the phone. Switched from [SurePoint](https://www.capterra.com/p/135156/SurePoint/) It was a horrible antiquated platform that was so incredibly hard to use after 6 years of using it we still had to refer back to notes to do anything. We could never get accurate reports for month end. Review Source PT Paul T. Patalegal Law Practice Used the software for: 2+ years ### "Great to use" November 27, 2024 5.0 Very good easy to use and great support services Pros Ease of use and so many options Document storage client connecting trust and more Cons The cost per user is high and is based and billed in Us funds. Alternatives considered [PCLaw](https://www.capterra.com/p/228264/PCLaw/) Reason for choosing Clio Integrates into QB Document storage Support services Backup system Switched from [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/) Cosmolex poor accounting feature for Canadian users. Switched to clio with QB. Review Source VW Victor W. Office Manager Law Practice Used the software for: 1-2 years ### "Simplifies many aspects of legal billing, yet lacks easy to use features" March 18, 2025 4.0 Good except that there are many simple features that it lacks that are easily fixable. Toggling from activity to activity without having to close and open another entry is something I raised about two years ago. Pros Easy to use, helps keep track of important information Cons It does not allow you to navigate from activity to activity in the entry window without exiting the window, and then clicking on the next one. Takes up extra time and wastes time. Also, when a payment has been applied to a bill, the bill still shows the outstanding amount on the first page as the original total. Should update. Switched from [Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/) Ease of use for invoicing and entering time Review Source Melissa B. Attorney Law Practice Used the software for: Less than 6 months ### "Good product" May 12, 2026 5.0 Pros Very easy to use to keep track of documents and my calendar. Very easy to keep track of email communications and telephone calls. Cons I wish there was a message feature. So that when calls come in the messages can be forwarded to by Clio and saved to the file along with the message. Review Source AS Ashley S. Attorney Law Practice Used the software for: 2+ years ### "Recommended" May 8, 2025 4.0 Good experience. I’ve experienced tech issues in the past and their team was very helpful and resolved all of my problems. Pros ClioGrow makes client intake quicker and easier. I’m able to easily track intake from first contact through execution of engagement. Cons I wish there was a way for my time using Outlook to automatically be converted to billable time in ClioManage. Review Source JC Josue C. Founding Partner Law Practice Used the software for: 1-2 years ### "Get It. It's Literally A Lifesaver." October 24, 2024 5.0 Great! The people and the organization are great, and they're constantly giving as a company. They give you resources on accounting, technology, business building, client management, time management, everything you can think of to run a business as an attorney. There are SO many things you can do with Clio, I'm just scratching the surface. And they're still improving and adding more things on! It really is the best thing in the world for what you're paying. I 110% recommend Clio to any attorney in the world; it's the best thing since sliced bread, and it's truly a lifesaver. Pros Easy to Use, Does literally everything I can want as an attorney. Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc). Very quick response time from their tech support, and most of the people are very nice and courteous even if they can't help you with what you want. The fact that they continuously update, make changes, and add features that we either wanted or didn't know we wanted until now, especially for such a low monthly price. Cons The aesthetics of some of the features. Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite understand as a lay person haha), but these can likely be solved by talking to tech support. Some of the tech support people aren't that helpful, or will refer you to call their hotline so they can set up a Zoom call so you can share your screen and they can see the problem, which takes a whole lot longer than I would like. But generally they do solve the problem pretty easily. Review Source CB Christine B. Chief of Staff, Lead Paralegal Law Practice Used the software for: 2+ years ### "Great Product and even better customer support" October 24, 2024 5.0 Overall, Clio has been great. Customer support has been amazing and quick to respond and provide assistance in resolutions. Pros Clio has been great to track billable time and expenses, and sharing documents (including LARGE attachments like videos.). Calendaring is great as you can link the event to a matter and invite users, including clients and other parties. Setting reminders is also great to help you take on task and meet your deadlines. Customer support is very responsive, and helpful. Clio Grow has also been great to use, wish the editing of the documents and forms was more user friendly--it has already gotten better since we started using Clio (there is now the ability to add a table!) Cons There have been bugs that have taken some time to correct. Timer issues (starting and stopping, you need to really pay attention that it is properly recorded this); additionally, the Clio calendar becomes un-synced with out Outlook calendar(s) and that is a huge issue (currently) as we have to double record. Review Source CK Chris K. Managing Attorney Law Practice Used the software for: 2+ years ### "Clio is a key part of our firm and helps us achieve more! Highly recommended." October 24, 2024 5.0 I know that by using Clio, they will constantly be improving and that I will always get the customer service when I need it. Relying on Clio for over 13 years, I feel my files are organized, my communications are streamlined, and I know I'm giving better service to my clients because of Clio. Pros Clio is a great foundation for our firm. I am a long time Clio user, over 13 years now. I have seen it grow and improve. Some things have stayed the same - excellent customer service, minimal to no downtime. It replaces at least one full time employee with the automated reminders, calendaring, etc. Not only do I organize my digital client files in Clio, I track all my payments and trust accounting, I am able to have team member accountability through task tracking, we have regular and effective communication with the clients through the Clio Client portal. When I'm using Clio, it helps me be a better lawyer, it helps me focus more on my clients, and keep my clients happy through great communication. Cons While it has all the basic features in a package to choose from, there are parts you have to pay to add on. Clio Grow for intaking new clients, meshes great with Clio Manage but it does have an extra cost. The document template feature that is built in is okay, and the add-on Clio Draft is supposed to be a lot better but it's at additional cost and a bit difficult for me to intuitively figure out. It's costly to have Clio, but it does save having an extra employee and saves from missing a deadline and having client's complain due to lack of communication, so to me it's worth the cost. Switched from [CaseCloud](https://www.capterra.com/p/115111/AdvoLogix/) More features in Clio made it so I could get rid of separate billing software. Review Source CO Chelsea O. Sole practitioner Law Practice Used the software for: 2+ years ### "Hop on the Clio train, it's going places!" October 24, 2024 5.0 I almost switched services this year but Clio's offerings have simply exploded into a massively functional and efficient management software Pros I love the expansive growth coming down the pipeline. I started with simple document automations with Manage and Clio continues to acquire new features to aid in running my firm and continues to refine those features. Along with the 200+ integrations, Clio dominates the market for a reason Cons It used to be a bit unsophisticated in terms of functionality but they listen to their clients and they get better every day Alternatives considered [8am LawPay](https://www.capterra.com/p/177253/LawPay/)[8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/)[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Lawmatics](https://www.capterra.com/p/177717/Lawmatics/) Reason for choosing Clio Pricing is excellent; additional features are the Lynch pin. I want all my services in one place, not spread between platforms Review Source EM Emmett M. Partner Law Practice Used the software for: 2+ years ### "Great but needs some improvements" November 26, 2024 4.0 We have been using Clio extensively since Pros The user interface is very intuitive and easy to use. Cons The Tasks and Messaging could be more robust in Clio Manage and the phone app needs to better resemble the desktop version. Alternatives considered [Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/) Reason for choosing Clio The user interface was more intuitive and our bar association had a discount on Clio Switched from [4D Developer Standard](https://www.capterra.com/p/217115/4D-Developer-Standard/) Needed something more integrated and will more features. Review Source CV Carolina V. CFO Accounting Used the software for: 2+ years ### "Lots of great add-ons - AND the basics are done well" October 29, 2024 5.0 We onboarded with Clio back in 2014 and we haven't looked back! Sure there were some growing pains, we have seen it grow and strengthen in its offerings over the years, but the immediate tech support available to our staff has been a constant from the very beginning. Now, after so many years and having to pull reports and data on (very) old time-entries and past users, we realize what a smart investment this was. Clio's record-keeping is exact, intact, and reliable. Pros Robust platform that integrates time-keeping, billing, write-offs, and lawyer productivity seamlessly. Conflict checking. Competent, authorized human customer service is truly just a phone call away - no difficult menus and queuing music. Cons Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it doesn't work smoothly in practice. Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) We switched away from a law CRM desktop software (name not found in list). Trust accounting on the old system was counterintuitive and was not being run properly. Review Source NC Nicholas C. Attorney Legal Services Used the software for: 2+ years ### "Great Comprehensive CRM Platform Geared towards Legal Work" October 25, 2024 5.0 Overally, I've been using it for a few years now with my own firm. I used it at a few previous firms and I don't ever really see myself changing. Pros I like that it is a comprehensive CRM system that is geared towards legal. I can invoice with it, add new clients, retain documents, generate documents, you name it. Cons I think some features could be a little more user-friendly, but I think they are constantly working on that. It takes time to get all the bugs out of any technology. Review Source AC Alexandra C. Law Clerk Law Practice Used the software for: 2+ years ### "Clio continues to Grow with Your Company " February 24, 2026 5.0 We love Clio as a firm. This platform constantly grows and it is growing with our firm. Clio is the most reliable software we have at the firm Pros They consistently listen to feedback to make their program better and user friendly. Anytime I have questions or an issue, a representative is quick to help. Cons I do not love when I click on client client calendars it only shows up coming events. It is helpful to see past events to show how much one has worked on a file or if the dates come into question for court applications. Review Source SB Shannon B. Office Manager Law Practice Used the software for: 6-12 months ### "has great potential " January 24, 2025 4.0 Good. has great potential and I keep track of issues or things that would be great updates to the program and provide them on feedback so that eventually it is smooth. Pros very user friendly, easy to learn, ability to have everything in one place. Cons there are still some minor needs/requirements that would be useful that are not available or updated yet. needs the resources organized a bit better. Review Source MS Michelle S. Senior Paralegal Law Practice Used the software for: 2+ years ### "Great but could use improvement " February 5, 2025 5.0 Its been great to see the new changes and see it evolve over the years Pros How easy it is to use, loving new updates that come. Cons the portal is a great tool but I feel it still needs some updates to make it more user-friendly. It would be a great benefit for it to tell you who downloaded docs and if you click on a doc you should be able to go back to the thread. Review Source CO Caroline O. Paralegal Law Practice Used the software for: 1-2 years ### "Clio: Great for what you need" November 22, 2024 4.0 Clio is a great, basic legal site that provides most of what you need. Very easy to use, the scheduling features are top-notch, and they have the best customer service I've ever seen. Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates. Pros \- Clean layout - Straight-forward interface - Friendly Customer Service Cons \- Basic Billing tab - Too many Eservice fees - Not enough features Review Source FEP Frederick Ezekiel P. Legal Secretary Accounting Used the software for: 1-2 years ### "Offering smooth working experience " August 3, 2025 5.0 Pros I like the tasks feature that I find useful for planning and tracking workflow. The templates also help to get off to a good start on each case quickly. Cons I think some apps don’t fully communicate, especially the merging between Clio Manage and Clio Grow. 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.