---
title: "Page 7 | Clio Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Page 7 - 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=7"
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 7 - Reviews of Clio

## Showing most helpful reviews

Showing 151-175 of 1740 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

LG

Laura G.  
Paralegal  
Law Practice  
Used the software for: 2+ years

### "Highly Recommend!"

October 24, 2024

5.0

It is a very comprehensive system and I would recommend it to law firms of any size!

Pros

It captures all of the information needed to work on a file in one place and allows me to be much more productive.

Cons

Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system.

Switched from

[Lawmatics](https://www.capterra.com/p/177717/Lawmatics/)

Clio does more that the other system did.

Review Source

VS

Valerie S.  
Office Manager  
Law Practice  
Used the software for: 2+ years

### "Clio Review"

October 24, 2024

5.0

it is really great the staff is super helpful and fast to respond

Pros

So many integrations and so user friendly.

Cons

Trust accounting with Quickbooks Online but we have not started using the newest update to help make this easier

Switched from

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

Cloud based solution was needed to go paperless

Review Source

WC

William C.  
CFO  
Law Practice  
Used the software for: 2+ years

### "Clio is Rock Solid"

October 24, 2024

5.0

A very intuitive platform. Well-funded and increasingly improving.

Pros

Very accurate and reliable software. Customer service is very responsive. they appear to take suggestions well for enhancements.

Cons

Minor complaints about user access/authorizations. However, software roadmap contemplates fixes.

Alternatives considered

[LEAP](https://www.capterra.com/p/147413/LEAP/)

Reason for choosing Clio

Better platform. Heavy outside investment

Switched from

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

PC Law was being twilighted. Not a stable platform.

Review Source

SB

Sierra B.  
Paralegal Assistant  
Legal Services  
Used the software for: 2+ years

### "Paralegal Assistant "

November 26, 2024

5.0

It makes day to day work so much easier!

Pros

What I like most about Clio is the accessibility to it all!

Cons

When it comes to what I liked least about Clio, I do not have any cons!

Review Source

ND

Nick D.  
Managing Attorney  
Law Practice  
Used the software for: 2+ years

### "Clio for Solo Lawyers"

October 27, 2024

5.0

Pros

An all-in-one practice management system to run my law office

Cons

Clean syncing with Email for storage of communications is not there yet and should be included

Alternatives considered

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

Reason for choosing Clio

It's simply more intuitive and has more integrations

Review Source

CB

Charles B.  
Attorney  
Legal Services  
Used the software for: 2+ years

### "Great Experience"

October 28, 2024

5.0

We had a fantastic experience with Clio, and they're a great company.

Pros

Customer service is amazing. Whenever you need someone, they're always there to help out.

Cons

Personal injury is a unique area of law that requires special features, and Clio could improve in this area

Review Source

EL

Elizebeth L.  
Owner  
Legal Services  
Used the software for: 1-2 years

### "Satisfied if I were in some other area of law"

December 5, 2024

4.0

Overall I would say Clio has a nice product for certain firms. It is definitely not made with personal injury practice in mind.

Pros

User interface is appealing. Client portal and messaging is convenient

Cons

Collab with Clio for Co Counsel is not functional for document share or notating the file properly

Switched from

[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Amberlo](https://www.capterra.com/p/162674/amberlo/)

To find a product more customizable to my business needs

Review Source

AM

Alex M.  
Attorney and Practitioner at law  
Law Practice  
Used the software for: 1-2 years

### "Clio: A user friendly practice management solution. "

October 24, 2024

5.0

Enjoyed it’s intuitive interface and comprehensive organization, platform is easy to access client information, generate detailed reports and manage cases all in one place.

Pros

Keeping accurate billing on my desktop and mobile phone.

Cons

Sometimes it freezes up if I’ve forgotten to stop a timer on my phone.

Review Source

RC

Rachel C.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Clio Review"

October 24, 2024

3.0

Pros

I like that it has a lot of features and not much needs to be outsourced.

Cons

When there are outages it delays work. I also dislike the edit feature of pending approval bills. It is not user friendly.

Review Source

JF

Josh F.  
Owner  
Legal Services  
Used the software for: 6-12 months

### "Clio—good but not great. "

November 7, 2024

3.0

Overall, I like clio but needs too many expensive integrations to do everything I need.

Pros

Lots on integrations with third party software. Program is relatively easy to use, and support is good.

Cons

Did not have integrated passive time tracking and document automation.

Switched from

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

MyCase was not robust enough and the integration with word and outlook not good.

Review Source

Ashley R.  
SEO  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Great Software But Hard to Use At First"

December 20, 2024

4.0

very helpful but at a cost and may require additional training to get started

Pros

this practice management system is pretty robust overall for tracking and organizing docs

Cons

It isnt the most user friendly and isnt the most cost effective for smaller firms and companies

Review Source

KA

Kris A.  
Managing Partner  
Law Practice  
Used the software for: 2+ years

### "I love Clio"

October 16, 2024

5.0

Pros

Clio is an amazing firm management too they always works

Cons

Clio is a little antiquated in its features

Review Source

Jordan S.  
Software Dev  
Legal Services  
Used the software for: Less than 6 months

### "Game Changer for Our Practice"

September 7, 2024

4.0

Transitioning to Clio has been a game-changer for our practice. With working out of office frequently their cloud based platform allows me to access everything I need from anywhere, which is incredibly convenient. Customer support was top notch when we called in, short wait and easy resolution. While I did experience a slight learning curve initially, the benefits far outweigh any minor hiccups. Overall and after trying out other platforms, we're going with Clio there's just no comparison!

Pros

I was really impressed with how Clio simplifies everything. I was searching for a replacement for my previous legal management software and came accross Clio and thought we'd give it a try. It's truly a breath of fresh air compared to what we're used to. The ability to automate client intake and manage cases has made our work much more efficient. Also the integrations with other tools we already use made it so it wasn't like starting from scratch.

Cons

The mobile app seems to have limitations compared to the desktop version, which can be frustrating when traveling and accessing information on the go. I called into support and they were able to help me with what I needed though away from main workstation, and hear that the app is being improved currently.

Switched from

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

We switched from MyCase to Clio for several reasons. Clio offered a wider range of integrations and apps, which has greatly enhanced our workflow. The feature like automated client intake and task assignments save us a lot of time on repetitive tasks as well.

Review Source

TS

Thad S.  
Managing partner  
Legal Services  
Used the software for: 2+ years

### "Stonewalled by tech support."

August 28, 2024

2.0

It can be slow in spite of our high-speed Internet, they changed the names of their pricing levels and then pushed his into a low pricing level so they don't have to provide us with certain product upgrades (the old switcheroo!), and tech-support stonewalls us.

Pros

It's one of the more widely used software so if you're hiring new legal staff, they might have had some exposure to it. At times they can be responsive to requests make helpful changes to the product but mostly, you get stonewalled.

Cons

Well, there are several things. We have to pay for an extra license for our bookkeeper to use the product and other software companies don't do that -it's a hidden cost. Necessary product upgrades take long with Clio and some functionality is lacking For example, Clio was far behind the competition to include an effective client portal (they started with one that was not user-friendly at all) and although they are making improvements with it, it's still is not up to par and its functionality compared to other case management software systems. We paid extra for use of their CRM called Clio Grow and its a primitive software compared to Salesforce, Hubs, monday sale CRM, pipedrive, etc. It lacks functionality like texting your potential clients. It only partially integrates with the case management portion of Clio. Worst of all, after setting up a document template in Clio Grow for client intake with our office (30 people), Clio restricted some of the functionality of that document making it even more awkward, to the point where it's unusable for us. It would've been simple to fix it and change the functionality back to the way it was just a few days ago but, I got stonewalled. No one's responding.

Switched from

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

Previous program was appropriate for smaller firms.

Review Source

Heather P.  
Office Manager  
Law Practice  
Used the software for: 2+ years

### "CLIO for Efficiency "

March 16, 2024

5.0

Overall I see much more pros than cons. It is absolutely worth the money. I have been able to restructure certain areas of the firm to be more effective and our production has been going up annually since using CLIO.

Pros

Ease of use, e-signing with ease, invoices can be unique to our firm with templates for each client, cleaning up others time entries are simple as admin, and it just overall makes my job more efficient and enjoyable.

Cons

It needs work on adding my state laws and guidelines into the calendar. For example if I have a CT slip and fall case, it would be nice if the calendar prompted me to enter all my scheduling order dates, remind me when discovery is due per statute, etc… also an in office chat feature would be nice too! When we save emails from outlook the organization is not helpful for some attorneys and we cannot edit that. Also we need AI integrations!

Switched from

[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

Needles doesn’t nearly have all the features CLIO has. Easy decision ..

Review Source

Daniel C.  
Principal, Commercial Growth Operations Leader  
Human Resources  
Used the software for: 1-2 years

### "Clio develops the WIP budget in my company"

August 12, 2023

5.0

Clio is designed for freelance professionals and small businesses. It handles a small portion of complicated cases and handles date management and payment. I think it would be outstanding in a massive class. Clio has more features and seems to be working on constantly improving. I recommended some suggestions for work that I thought would be helpful. Those suggestions went into a black hole, with the insinuation that I would attempt a confluence application of various bugs. Clio is getting quite a bit of money because of the legal experts who use their program.

Pros

All I need to do is turn on Clio in the morning and press the button to start the timing if I feel lazy to casually type a few words. It is possible to see how far behind or ahead of budget I am in terms of jobs, payments and invoicing. There is some repetition (database skills), and he has another colleague to manage the data for him when he is on vacation and doesn't have Clio, but these are minor quibbles.

Cons

This feature is likely to be useful in many people's practices, but I don't use it. Clio must find a way to accommodate all the documents that have a certain name that I can access through Clio. On the contrary, I use Hazel and Dropbox.

Review Source

LD

Leah D.  
Office Administrator  
Legal Services  
Used the software for: 1-2 years

### "I highly recommend Clio to any practice"

May 30, 2023

5.0

I have been very happy with Clio. I think it really streamlines everything. I am particularly happy with the billing and invoicing features.

Pros

I like the ease of use. We were able to switch over seamlessly with no issues. We were ready to go on day one of launch. It is intuitive and easy to use. We used our previous software for 20 or more years and we were able to switch over with no issues. Everyone in our practice has been able to transition with no issues.

Cons

The only issue I have with Clio is when using it with Quickbooks, when you create a check in Quickbooks with multiple matters on the payment it ports it over as one expense and you have to then separate it out into the different expenses for each file. It creates a situation where you have to put the entries in twice. I think this is a Quickbooks issue more than a Clio issue, however the problems remains that same.

Alternatives considered

[PCLaw](https://www.capterra.com/p/228264/PCLaw/)[Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/)[LEAP](https://www.capterra.com/p/147413/LEAP/)

Reason for choosing Clio

We were being forced to switch from PCLaw and Amicus because they were no longer going to be supporting each other with updates. There were some issues with LEAP's software and the way that we handle practice management that would not have worked for our firm.

Review Source

SP

Steven P.  
Owner  
Automotive  
Used the software for: 6-12 months

### "Clio has changed my business model"

January 23, 2024

4.0

First thing first. Clio's customer and technical support is top notch. They are excellent at getting you started and set up. It only takes a few clicks to get connected to support and once you are connected it is secured using your support code. Clio has helped generate and speed up my intake, processing and document creation dramatically compared to where I was before.

Pros

Having my client information, cases, documents, templates and invoicing under one system is a dream come true.

Cons

I wish Clio had more in-house created integrations with apps versus using services like Zapier to make the connections and send data from apps or services to Clio. Zapier can be very clumsy and if something gets updated in Clio's software you sometimes have to rebuild the Zapier.

Alternatives considered

[CaseFox](https://www.capterra.com/p/121682/CaseFox/)

Reason for choosing Clio

Clio has more features and better support.

Switched from

[Keap](https://www.capterra.com/p/76390/Infusionsoft/)

It all started with Keap not being able to send text messages anymore. That got me looking at other services. I had watched several videos on Clio a few years back but decided to go the cheaper route with another case management service which ended up not having near as many options inside the system. Clio was the perfect answer to having everything under one roof.

Review Source

CT

Cassandra T.  
Paralegal Office Admin  
Legal Services  
Used the software for: 1-2 years

### "Great Product! "

January 23, 2024

5.0

I have used CLIO at two other firms and brought it on to Story Law. Was the best decision we ever made. Saves us administrative time which in turn promotes productivity and profit.

Pros

We love that we have all data, participants, documents, contacts, email/communication journaling, calendaring all in one place. The mobile app is great for on the go use and tracking time when you are away from the office. The client portal is a great tool for tracking what the client has provided and what is still needed. The time Clio saves us in administrative work has been invaluable.

Cons

Mapping with Quick Books does not match up the best. Some of the integrations are still work in progress. No integration with MyPleadings.

Alternatives considered

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

Reason for choosing Clio

Ease of use. All-in-one solution. Timeslips is a completely separate systems resulting in double-entries and lost time. Clio is easy to navigate and understand.

Switched from

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

Cost effective and all our case management, billing and firm administration can be done in one program.

Review Source

Daniel G. V.  
Attorney  
Legal Services  
Used the software for: 6-12 months

### "Solo Practitioner Recommends Clio"

January 23, 2024

5.0

My experience with Clio has been excellent. Although Clio was not intuitive at first, it became so after a few months. The support has been excellent. Also, I have found Clio responsive to suggestions for improvement.

Pros

For a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document creation, hourly billing tracking, and of course management of cases and case loads.

Cons

Clio's method of running credit card or ACH fees and then tracking them is a bit frustrating. I do appreciate the fact that the fees are not taken from the trust fund.

Reason for choosing Clio

Clio had the most features packaged together for the best price. Also, Clio has a superior interface to some other options.

Switched from

[Abacus Private Cloud](https://www.capterra.com/p/183454/Abacus-Private-Cloud/)[AbacusLaw](https://www.capterra.com/p/18374/AbacusLaw/)

I started a new firm and researched the options anew.

Review Source

RA

Rochel A.  
Freelancer  
Consumer Goods  
Used the software for: 6-12 months

### "Trying Legal help app"

September 5, 2024

4.0

I didnt see the chat list or previous convo because it will disappear when someone message unless they message on the same thread. It should have chat box for group and individual chat should have an indicator

Pros

I love the ability to upload documents and group messaging

Cons

Merging messages and couldn't get back to the other persons to chat,

Review Source

AW

Amanda W.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Clio Review from AWL"

January 24, 2024

5.0

The platforms, both Manage and Grow, are user friendly and I have had a great experience with the software. I like that there aren't rollout after rollout of changes. I enjoy updates and accept them but I like that it's not a weekly occurrence (like Quickbooks). I have recommended Clio to others and will continue to use Clio.

Pros

Overall Clio is very user friendly. My clients who have commented on the use of Clio have had positive feedback as well. I like that there are training videos and customer service has been great the few times I've called. The integration with my Google Workspace and now having their own credit card processing fees is great too! This year I'm utilizing the Dashboard more, both on Manage and Grow and I do like how it works. It helps me stay productive.

Cons

For sections I haven't used as much, I have difficulty finding my way back to them after stumbling upon them. I would like to be able to attach receipts for reimbursable expenses to client's invoices. I would like to be able to mark client matters and/or client invoices as mail only so I know when to print the invoices and mail them to clients.

Alternatives considered

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

Reason for choosing Clio

I had Quickbooks at my previous firm and I hated their program. My boss was always on the phone with them because something wasn't working correctly. Every time I went to log time the format had changed. It is expensive. Clio was recommended by both bar associations that I am a member of and the free trial went very well for me.

Review Source

RZ

Ryan Z.  
Owner  
Law Practice  
Used the software for: 2+ years

### "Fallen far from grace"

April 23, 2024

1.0

Awful. They look great at first glance given the supposed breadth of features they have, but when they start removing features without notice or you experience any problem with their software at all, it is all but guaranteed that they will be completely unable to assist and you will be left paying full price for a program that, at best, half works.

Pros

Clio used to have responsive and helpful customer support, but that was years ago! It was once easy to track and link payments to client matters, run useful reports, and handle cloud-based documents, but recently the software has seen nothing but bugs.

Cons

Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of the desktop launcher. Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister program), retroactively recharacterizing ALL prior card payments in a completely different manner and ruining my firm's entire accounting system overnight. Clio tech support is worthless and is never aware of any issues brought up to them about the software, no matter how debilitating the issue may be, and they endlessly put you on hold to "talk ton their team" while stalling and asking for more screenshots of the issue, only to tell you a week later that they can't help you. The software has fallen far from grace and serves only to be a very expensive patchwork of buggy integrations, paired with tech support that doesn't understand any of the details of their own program.

Review Source

Renee G.  
Paralegal  
Law Practice  
Used the software for: 1-2 years

### "Clio has it all!"

May 23, 2023

5.0

Phenomenal! This program does it all, helps with time and document management, bookkeeping, and bill payments.

Pros

Clio has allowed our firm to streamline the case billing and task management seamlessly. It has saved us so much time with the document and financial integration that it has paid for itself! I recommend the Clio U to learn about all the amazing features being offered!

Cons

Clio is amazing and I have no complaints or recommendations.

Review Source

VR

Verified Reviewer  
Attorney  
Law Practice  
Used the software for: 6-12 months

### "First time user"

January 23, 2024

5.0

Pros

Ease of use Seamless integration with Google Workspace Like the app integrations

Cons

Needs AI Needs better historical invoicing abilities Needs better contact syncing Needs more tutorials on Clio Grow

Alternatives considered

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

Review Source

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