---
title: "Page 7 | Clio Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Page 7 - Is Clio the right Legal Calendar solution for you? Explore 1752 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"
publication_date: "2026-10-30"
---

Clio

4.7 (1751)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated October 30th, 2026

# Page 7 - Reviews of Clio

## Showing most helpful reviews

Showing 151-175 of 1751 available reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

R

Reviewer  
Paralegal Assistant  
Used the software for: 3-5 years

### "Paralegal Assistant "

December 2, 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

CG

Curlena G.  
Receptionist  
Used the software for: 3-5 years

### "Product Ratings"

November 28, 2024

5.0

The content is very useful, proficient and easy to understand.

Pros

The features that it offers are extremely helpful ...

Cons

So far, we are extremely pleased with this product.

Review Source

Josue C.  
Founding Partner  
Used the software for: 1-3 years

### "Get It. It's Literally A Lifesaver."

November 8, 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

R

Reviewer  
CFO  
Used the software for: 3-5 years

### "Lots of great add-ons - AND the basics are done well"

November 6, 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.

Review Source

R

Reviewer  
Chief of Staff, Lead Paralegal  
Used the software for: 3-5 years

### "Great Product and even better customer support"

November 5, 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

R

Reviewer  
Managing Attorney  
Used the software for: 3-5 years

### "Clio is a key part of our firm and helps us achieve more! Highly recommended."

November 5, 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.

Review Source

R

Reviewer  
Sole practitioner  
Used the software for: 3-5 years

### "Hop on the Clio train, it's going places!"

November 5, 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

Review Source

R

Reviewer  
Partner  
Used the software for: 3-5 years

### "Clio is the best"

November 5, 2024

5.0

Excellent. Support is always available and help you with the different products to enhance your legal representation of clients.

Pros

Can access my client's files from anywhere safely and securely.

Cons

Not connected to electronic filing system in my state.

Review Source

Ash R.  
SEO  
Used the software for: Less than 1 year

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

December 23, 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

Callie M.  
Paralegal  
Used the software for: 3-5 years

### "Clio Power House"

November 5, 2024

5.0

We've been a User since 2010 and Clio has evolved throughout the years to meet our needs with the age of modern technology especially and advances out on the market. This allows us to meet our Client's expectations and bill them accordingly. Using the templates and workflows allows you to be more efficient with your day to day.

Pros

Extremely user friendly. You can tailor the platform to meet your firms particular needs regarding your area of practice.

Cons

Duplicate Contacts when logging emails. I believe that is being fixed.

Review Source

Barbara P.  
Paralegal and Office Manager  
Used the software for: Less than 1 year

### "Ford Miller & Blake PA"

November 5, 2024

5.0

Onboarding went great and any time I have a question or issue, it is promptly resolved.

Pros

The ease of having everything in one place and the ability for clients to make timely payments, often the day they receive the invoice

Cons

It would be nice to pass the credit card fees on to the client automatically when they make the payment

Review Source

RO

Rolie O.  
Principal Attorney  
Used the software for: 3-5 years

### "Ease of running a law practice"

November 4, 2024

4.0

So far, my overall experience has been great. Customer service is always willing to assist.

Pros

The ease of use and the integrations with third party software

Cons

The cost per user compared to other legal case management software.

Review Source

R

Reviewer  
Managing Partner  
Used the software for: 3-5 years

### "Do yourself a favor: sign up with Clio! You will not regret it."

November 5, 2024

5.0

We are never going back to other platforms. Other "attorney centric" solutions for document management, client relationship management, timekeeping and billing are LESS intuitive and MORE expensive.

Pros

Clio is intuitive and provides excellent document management, client relationship management, timekeeping and billing all in one platform for a reasonable price with no long term commitments.

Cons

On occasion Clio will have glitches - connectivity issues. When that happens, we're at a standstill. Fortunately, it doesn't occur often, and when it does it is short lived.

Review Source

R

Reviewer  
Office Manager  
Used the software for: 3-5 years

### "CLIO for Efficiency "

March 18, 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!

Review Source

R

Reviewer  
Principal, Commercial Growth Operations Leader  
Used the software for: 1-3 years

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

August 14, 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  
Used the software for: 1-3 years

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

June 2, 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.

Review Source

R

Reviewer  
Owner  
Used the software for: Less than 1 year

### "Clio has changed my business model"

January 25, 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.

Review Source

R

Reviewer  
Paralegal Office Admin  
Used the software for: 1-3 years

### "Great Product! "

January 25, 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.

Review Source

Daniel V.  
Attorney  
Used the software for: Less than 1 year

### "Solo Practitioner Recommends Clio"

January 25, 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.

Review Source

R

Reviewer  
Attorney  
Used the software for: 3-5 years

### "Clio Review from AWL"

January 25, 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.

Review Source

Thad S.  
Managing partner  
Used the software for: 3-5 years

### "Stonewalled by tech support."

September 3, 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.

Review Source

RZ

Ryan Z.  
Owner  
Used the software for: 3-5 years

### "Fallen far from grace"

April 29, 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

R

Reviewer  
Office Manager  
Used the software for: Less than 1 year

### "Switching from PC Law to Clio"

November 5, 2024

5.0

Our experience with Clio has been excellent. Their entire team is responsive, they outsourced the data transfer to some excellent referrals also making the transition easier than anticipated

Pros

Customer service is extremely helpful and responsive, our representative is also very responsive and knowledgeable. Programs are fairly easy to use. Transition from previous software was easier than anticipated

Cons

We have a different way of inputting payments so it was a bit cumbersome but we have now learned how to work around these issues

Review Source

R

Reviewer  
Paralegal  
Used the software for: 1-3 years

### "Clio has it all!"

May 25, 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

Verified Reviewer  
Attorney  
Used the software for: Less than 1 year

### "First time user"

January 25, 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

Review Source

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