# Page 8 | Clio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - Is Clio the right Legal Case Management solution for you? Explore 1727 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 (1727) 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 May 19th, 2026 # Page 8 - Reviews of Clio ## Showing most helpful reviews Showing 176-200 of 1727 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SH Saba H. Solicitor Law Practice Used the software for: 1-2 years ### "Excellent customer service " August 28, 2023 5.0 Excellent Pros Support 'Live' is actually live - always available and always helps! This is important because with other companies you're usually on hold on the phone for a long time and then when the do answer - the take a message and 'refer you to the right team' - you're stuck on your task until they call back. When they call back, the caller tells you what to do but can't show you - that's another team. In my working day - its vital that support is given there an then so you can move on. Cons Integrating it and setting up - this is very time consuming. It would be useful to have I suppose when migrating a one2one live support - somebody spends a day at the firm and sorts all this out. Templates, billing everything you need to get started. That would've been rather helpful. Reason for choosing Clio Price and functionality - I liked the overall view clio gives compared to other produces. CLIO lets you run your firm whilst other cases focus on running the case itself. The best feature on CLIO however (there are many) but the most useful is the billing - ability to change a bill and see it in that format and add discounts and change without going back into the time record - phenomenal. It helps make billing easier which is what we're all about after all! Switched from [LEAP](https://www.capterra.com/p/147413/LEAP/) Leap is too expensive and doesn't case manage property - tasks etc don't work so well and defo not the calendar. CLIO is more like a birds eye view of the firm and case overall. I l love this about clio. Review Source EH Erica H. Accounting Manager Law Practice Used the software for: 2+ years ### "Clio Is the Most Useful Database We have Used" January 23, 2024 4.0 Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in customer service however has dampened my enthusiasm.. Pros Integration of payment, invoicing and CRM I used to love the customer service but now....NO Cons Difficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries. Switched from [Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/) Tabs 3 was superficial and did not organize the client and matters in a searchable way. Review Source Response from Clio January 25, 2024 Hi Erica. Thanks for sharing this valuable feedback. I can assure you that we take into account this information to continuously improve our products and services. I’m sorry you had an unsatisfactory experience with our customer success team. I can assure you that all of our customer service staff are trained in-house and have in-depth knowledge of all our products. While it may on occasion take more than one call to answer a question, please know that we are committed to resolving your queries as quickly as possible—and our team is available 24 hours a day, 5 days a week, via in-app chat, email, or phone should you need further assistance. MR Markell R. Lawyer Law Practice Used the software for: 1-2 years ### "Easy Peasy" December 12, 2023 5.0 We really have benefitted from our switch to Clio: we are able to track files better, share calendars better, and invoices don't get forgotten anymore. Pros We love the invoicing the most - we are sure we have re-captured getting paid for many files we used to not be able to track and get paid for. Now we can send an invoice online and get paid online too. Making a bill is quick and easy, and our staff even thinks fun! Cons We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to attach files to emails, so we didn't end up doing this. Also, when sending an email from Clio, I would prefer that it auto-saves it to the Clio file. Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Reason for choosing Clio The look of the software was very clean and we loved the ability to code different types of events on our calendar by color, that is how we organize our files. It was intuitive and easy to use, while not offering an overwhelming number of services we didn't need. Switched from [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) Amicus was "clunky" - it was not cloud based, didn't connect with our cell phones (so we couldn't see our calendar), and document management and billing was not easy. Review Source PM Peggy M. Executive Director Legal Services Used the software for: 2+ years ### "It Doesn't Get Better Than Clio! " December 12, 2023 5.0 My experience with CLIO (both the product and the company) has been phenomenal. I have zero complaints. Clio is the foundation of our client management system and is therefore essential to running my organization. Beyond the product itself, Clio's customer service is next level. The staff are friendly, competent, and client-focused. In the several years I have been interacting with Clio staff (in-person and virtually) I have NEVER been treated like a number, dismissed, or ignored. If the representative I am working with cannot address the issue, they hand me off to someone who can. This speaks volumes to the character of the staff and the quality of the company itself. Pros What is not to LOVE about Clio? The platform itself is intuitive, efficient, and has become essential to effectively running my organization. Even features that have not been particularly relevant to my practice (non-profit sector) have either already been updated to be more relevant (Clio for Legal Aid) or are in the process of being updated. Beyond the practicalness of the product itself, Clio is a company that is visably devoted to their staff, clients, and mission. Passion for the practice of law is one thing, passion for the humans who choose to practice law is another. Clio's client-centered approach sets them apart from their competition in this regard. Cons We have been using an ACCESS Database to process our claims (non-profit sector) for more than two decades. I would love to use the billing/invoice features offered through Clio but, they are not yet granular enough to fully transition us out of ACCESS. Review Source SS Sana S. Solicitor Director Law Practice Used the software for: 1-2 years ### "Clio Review " December 12, 2023 5.0 Very positive and I would highly recommend. I use Grow and Manage and would never change to anything else now because these platforms are customisable, easy to use and very comprehensive. I have previously used other platforms and systems but Clio is by far the best on ever my level. Customer support and service is also great. Pros It’s easy to use and covers everything I need it to do. From letter/document creation to billing and invoices. Everything is centralised in one place for accurate record and ease of access. Cons It’s very time intensive to set up all the features in the manner you need the system to function to align with your business and there’s not really a guided process for this which would be helpful as some of the set up features can be tricky. It would be helpful to be assigned someone when you first sign up and for them to help you actually set things up the way you need them to be. I also can’t link my emails to Clio as my email:outlook was purchased through a third part (Go Daddy) but I was not aware this was going to be a problem so it would have been helpful if that that was clarified from the outset when I first spoke to Clio so I would have known. Alternatives considered [Actionstep](https://www.capterra.com/p/139923/Actionstep/) Reason for choosing Clio Clio was practicle, affordable and comprehensive. It has everything I need for my firm currently as a start up business as has the ability to grow as my business grows with all the in built features. Switched from [LEAP](https://www.capterra.com/p/147413/LEAP/) LEAP had terrible customer service and although I had used them previously when I was employed, using them now as a firm manager, the customer relations and care was horrendous. Once they have you signed up they couldn’t care less about you and it was a nightmare dealing with them. Review Source GF Galen F. Owner Law Practice Used the software for: 1-2 years ### "Couldn't Live Without Clio Manage and Clio Grow" December 12, 2023 5.0 Excellent. I highly recommend Clio and it is worth the cost. I also appreciate the ongoing CLE opportunities, some of which are free. Pros Clio helped me hit the ground running when I opened my solo practice. Nearly every feature is user intuitive, and I have already been delighted to see Clio continue to upgrade its services in the two years I have used them. I couldn't survive (i.e. stay organized) without all of its features, billing, document e-signature service, and access to its partner, Proof for service of process. Cons Initially I was disappointed that Clio Grow and Clio Manage didn't "talk" to one another. I love Clio Grow to keep track of leads and potential clients, and I like the ability to transfer a file over to Clio Manage. I didn't like that they weren't truly in sync. However, Clio has worked to solve that pet peeve and is continuing to make improvements. Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Reason for choosing Clio I was impressed by their sales presentation, the ability to track payments in the trust account and operating account, and it was highly recommended by a colleague I trust. She was not wrong. When another colleague opened her practice next door, I recommended Clio and she also loves it. Review Source JP Jim P. Certified Law Clerk and Office Manager Law Practice Used the software for: 2+ years ### "Clio Review 2023" April 11, 2023 4.0 Pros I liked that out of the box, it was very easy to implement and get started. When we first started with Clio, all of our practice management was done via paper and handwritten. Immediately, Clio made it easier to find cases and keep track of all the different matters. I like that we can accept payments and it will automatically close out bills. With the addition of Clio Portals, it makes it much easier to communicate with clients and keep everyone involved on the same page. Cons After the out-of-the-box implementation, there is not much to improve our workflows. I would like to see some enhancements that allow users to break from the same workflows and have logic and other efficiency tools for their practice. Not all law firms only practice in one area, and it would be nice to have the ability to have a matter format for a practice area when that practice area is selected. Once the practice area is selected, it should be able to only show areas that pertain to that practice area, reducing the errors of missing information or having the wrong information. I wish that Clio Payments could have similar functionality as LawPay, allowing refunds on trust payments. I do not like how restrictive the software is when trying to create different fields and areas that work best with our firm. It would be nice if emails could be built into Clio so that we are not having to search back and forth. I would like to see Clio Manage and Clio Grow merged, and some of the features of Grow enhanced into Manage. (Scheduler, workflows, etc.) Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Reason for choosing Clio While others had better out-of-the-box start-ups, Clio showed better growth opportunities along with easier implementation for users. Review Source SF Stephanie F. Case Manager - Accounting Mechanical or Industrial Engineering Used the software for: 2+ years ### "LOVE the ease of use " December 12, 2023 5.0 I love it and I tell everyone I talk to how easy it is to use. Pros User friendly from the calendar, to reports, to billing and client details. Cons Looking for more customization when creating matters Reason for choosing Clio Billing and invoicing along with activity tracking Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Zoho did not have a good billing integration Review Source DM David M. Lawyer Law Practice Used the software for: 1-2 years ### "Best all-in-one solution out there" May 24, 2017 5.0 It's a major time saver. It's great for billing, keeping tabs of your time, costs associated with a file, trust money for each file, docketing, contact lists, and all the rest. It feels a bit short/incomplete in some areas, but they keep improving it so hopefully that will happen soon. It's still the best damn law practice software out there, and I've searched high and low! Pros \- Easy to use and learn - Easy to show others to use - Really easy billing features - Great organization - The Notes feature is fantastic and replaces any need for docketing and memos to file - The "add time" feature makes it easy to keep track of billings and what's to go on the next invoice - The linking of contacts to files is a time saver - The Calendar is easy to use and does what you need it to - The accounting that exists is great for keeping track of the movement of money directly connected with a file. It has helped keep my trust accounting immaculate. IT also helps me keep track of expenses associated with each file. Cons Clio is fantastic and the best solution I've been able to find, and I've done a lot of searching both before and after buying Clio. That said, Clio seems half finished in some areas and I'm hoping more work will come. - The accounting is adequate, but should go a lot further than it does. I would love an integrated cheque writing program, for example. - I don't know why you can't have more than one client per file. It's a small thing, but it bugs me. I put additional clients in the "contact" list associated with the file, and just pick one as a primary client to list. It doesn't matter, but again, it's a weird oversight. - The firm metrics is a great idea, but it seems half finished. I don't know why, but it doesn't save stuff year to year and just dumps the information. There's also a dramatic lack of ability to customize things. This is frequent in some of Clio's features, such as how to list matters or client names. It's not a deal breaker, but it's a weird thing to not make more usable. Overall, Clio is a fantastic program and I don't know how I'd run my practice without it. It's a lot better than everything else I've tried. I just wish the damn thing integrated with more programs and capabilities, and that they just expanded on it. I think the reason why it's frustrating is because it's so close to being sort of perfect, and they just don't go far enough. Hopefully they'll keep adding to it and raise it to that level! It's definitely worth the buy. Review Source MD Marcella D. Owner/Attorney Legal Services Used the software for: 2+ years ### "Clio Is The BEST!!!" August 18, 2022 5.0 I am very happy. This has helped us become more efficient in all areas of practice and every year I see more and more improvements. If there is something I want the software to do, either it actually does it and the support people show me how, or they take it to product development to consider. Pros It is easy to use, very well thought out, and clearly sensitive to protecting client data and operating ethically. Not all the support people are attorneys but they clearly have learned what attorneys have to be concerned with and I have never seen this before executed so well. Cons It is so incredible, I want it all up and going at once but it takes time to get it all operating. The basic operation was set up within days of transferring but there are so many extra bells and whistles I am excited about that I wish they were all set up now. Reason for choosing Clio I saw something that stated the California State Bar approved. I didn't think they did this but I can see why they would. My IT guy had recommended it for years but between my undying effort to remain in the last century and the overwhelm at the idea of changing after 20 years, I drug my feet. I should have changed immediately. It would have saved SO MUCH greif! Review Source BAP Baleigh Anne P. Client Management Specialist & Paralegal Law Practice Used the software for: 2+ years ### "Transformation of the Century" April 13, 2022 5.0 Clio has extremely helped our firm with various ways. The Clio Manage portion we use every single day, it helps keep our firm in order by the activities, tasks, notes, and being able to share the file with the clients through the portal. I truly can not express enough positive words about Clio, and how it has transformed our firm. Pros Our favorite features and what we love the most of Clio is the bills, notes, integrations, and calendaring features. Truthfully, there is not a feature that Clio Manage offers that our office does not use on a daily basis. Additionally, the option to integrate other apps with clio have been extremely helpful. Case management, billing, and tasks are easy to manage, keep track of, and be aware of upcoming deadlines that are approaching. Lastly, the support staff with Clio is always friendly, proactive, and responsive. If we are ever experiencing a problem with Clio, their support team helps immediately to resolve the issue. Cons There truly is not a feature in clio that I like the least. Thank you! Review Source SM Stacey M. Attorney Owner Law Practice Used the software for: 2+ years ### "Clio was the best investment I made in the early days of my law firm" December 15, 2023 5.0 My overall experience has been great. I was in an incubator program with other attorneys starting their own practice and, because I have Clio, I didn't have the struggles with tracking and billing that my peers had. I am glad I started using Clio when I only had a few clients because I have been able to learn as my firm has gown. Pros Clio makes it so easy to track of all the things that are important to me: potential clients, active clients, attorney time, billing, firm financial goals, etc. Even when my solo practice was just a side-hustle, Clio Manage more than paid for itself in time-savings and ease of use. Clio customer service has been excellent - the live help is really easily accessible for setup and problem-solving; the online articles and videos are great for on-demand help. Cons There is a lot of functionality in Clio that I don't use yet - there is so much that I could be doing with it, but it is hard to make time for the next new thing when I am also running a law firm. There are some add-ons that are marketed as having connectivity to/ compatibility with Clio that are redundant and don't make sense for my practice: for, example, QuickBooks will talk to Clio but the billing and tracking were redundant with what was already happening in Clio (I already billed through clio and I didn't need to do it through QB; and I can categorize spending through my actual bank accounts, so I didn't need it to do that, either). The only thing QB did that Clio didn't \*already do\* was deal with (part of) payroll for my one assistant (then I found out QB was incorrectly calculating my state worker comp amounts and I dumped QB and got a bookkeeper to help with my employee needs). Reason for choosing Clio It was easy to use, had great customer service, and is recognized by a lot of ancillary legal products. Review Source GB Greg B. Attorney and Owner Law Practice Used the software for: 2+ years ### "Clio: The Law Office Software Program That Actually Works" November 5, 2022 5.0 Pros Clio is easy and intuitive to use. It has a great online catalogue of learning tools. Its telephonic support is fantasic: Never once has Clio telephonic support said to me "Thats a Microsoft problem, not a Clio problem" instead they just dig in and help me solve whatever issue I called them about. Cons We are immigration attorneys. 3rd party suppliers to Clio say that they have programs that integrate well with Clio, but they don't. I am looking forward to the day that a 3rd party supplier builds a Clio integration that really works. Review Source KM Kristie M. Paralegal Law Practice Used the software for: 1-2 years ### "Clio Is a One-Stop Software Shop " February 14, 2023 5.0 Clio has improved my efficiency, as I can message clients with reporting letters, it has given clients better access to our firm in terms of easy communications, and it has streamlined our document management and e-signature process. It has consolidated many other legal software applications we had been using and has saved the firm money. It is easy to learn, and the metrics are very useful in terms of bookkeeping and tracking what type of work each user has been doing. Our clients enjoy using the phone app as well. Pros Clio is easy to learn, has numerous helpful features for the firm and for clients, and it is reasonably priced. Cons The client portal could be significantly improved by allowing documents and bills to be sent even if they are not tied to a particular matter. It would also be helpful if, once documents are uploaded to the client's matters, they could be placed in the chronological or reverse chronological order, no matter the order the were uploaded. It would be helpful if initial trust requests could be sent via client portal; currently they may be sent only via email. The Apple Clio for Clients app also does not allow the user to turn the screen to "landscape" such that longer titles can be viewed in one screen. It relegates the iPhone user to portrait view only. Reason for choosing Clio Clio has the most bang for the buck. We were already using it, and I realized we were vastly under-utilizing its many features and could save the firm time and money and improve efficiency. Review Source AL Amy L. Firm Administrator Law Practice Used the software for: 2+ years ### "Satisfied Clio user for 5+ years, recently purchased for additional firm" September 10, 2020 4.0 I am very satisfied with Clio as an online time management option. If you want/need to be 100% in-the-cloud, I would choose and recommend this program most highly to other firms. I prefer it to Bill4Time, CosmoLex, TimeSlips (not online). It also has things I like better than Prolaw (which also is not online). I don't use many of the advanced features Clio offers like integrations, Clio payments or even calendar, tasks because of the way may firms are set up. So, I can't speak to those features. Pros I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used. If you want to get up and running, like, literally, now, you can purchase Clio online with a push of a button and have open matters and clients/contact in minutes. I originally chose this product 5+ years ago for a small firm I manage, after looking at most of the online time management products on the market. I chose it specifically because it seemed the easiest in which to enter time. One of the attys I work with isn't great with a keyboard. Clio time entry required the least amount of effort, was the easiest to navigate and simplest to look at. But after using Clio, as well as, other online time management products (I manage a few small law firms), I really appreciate the easy of creating and EDITING invoices, which I do extensively at my firms. Lastly, I recently utilized Clio's FREE migration services to move from another online software, which I did not like. The migration took one hour on the phone, one day for them to migrate, and was pretty seamless! I've migrated data a few times (Prolaw and CosmoLex) and this was by FAR the easiest. The customer service is always great, even though I don't have to use it often because Clio is so simple to use. Cons Only 1. I haven't mastered LEDES ebililng on Clio yet. At one of my firms, we do only LEDES98 ebilling. If you don't know what this is, stop reading, you will not experience this minor Con. I am having trouble perfecting the LEDES98 txt files and uploading them. Granted, this is my first month of e-billing on Clio at this firm, so I'm sure customer service will correct it for me. It's just that a few other time management programs I have used had no LEDES glitches and uploaded perfectly the first time. The price is also high for small firms. But all online billing programs are. Reason for choosing Clio Simply because of ease of use of user interface (and all the other reasons stated above). Review Source SD Sheetal D. Managing Partner Law Practice Used the software for: 2+ years ### "13 years and counting" February 24, 2023 5.0 Fantastic....13 years and counting Pros I have enjoyed growing with CLIO since 2011 (13 years!). I feel that sometimes our suggestions have been implemented. I love that it is constantly evolving with improvements to make things more functional and every step of the way, we try to implement using those new tools in our business to streamline our processes and make us more efficient and ultimately earn more. Cons \- there should be a way to adust CLIO pay to only allow e-check or to recapture credit card fees without confusing the client on how much they need to pay on their bill.- would like to see more integration with attaching documents to tasks or trial notices for ease of reference Reason for choosing Clio online platform Review Source MS Michael S. Attorney/Operations Manager Legal Services Used the software for: 2+ years ### "Great all around product with open API" February 24, 2023 5.0 Clio has been great and this is likely the last case management software we will ever use. Pros There is no such thing as a perfect legal case management software. There is nothing that is going to do everything the way you want it and Clio is no different. However, clio has numerous thrid party integrations. If this software doesn't do something there is probably something else out there that will fill in the gaps. However, what really makes clio great is its easy to use Open API. I have a saying with automation. Where there is a will there is a way and this API makes that possible. If there is something you want to have done or want to automate Clio's open API makes it possible. Cons There reporting could use some work although they have made some improvements. Some of their bigger improvements can take a lot of time. However, there are always making consistent and regular improvements. It does seem like at times they will make a partial release but complete release or complete functionality can take a back seat. Alternatives considered [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Actionstep](https://www.capterra.com/p/139923/Actionstep/)[Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/)[Practice Master Pro](https://www.capterra.com/p/126417/Practice-Master-Pro/) Reason for choosing Clio The easy to use open api and robust list of thrid party integrations Switched from [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) Amicus Attorney got bought by Abacus Next and service went downhill. There were MANY improvements that were needed to the product but they were slow to update and there were a lot of integrations and features missing. I switched to clio because I knew I could get it to do what I wanted within reason by use of integrations and their open API. Review Source JL Jane L. Of Counsel Law Practice Used the software for: 2+ years ### "A great billing software for my increasingly virtual legal practice" April 13, 2022 4.0 Good software! I find it an indispensable part of my practice these days. Pros Our firm had used Timeslips for timekeeping and billing in the past before switching to Clio a few years ago. Timeslips was simply outdated and cumbersome, not to mention that we had no tech support. After having switched to using Clio, I was able to use the software to email clients directly and have the emails come from our firm email account via Clio without always having to involve the office manager for billing my invoices. If the clients have questions, they will know to direct their questions to the office manager, who is otherwise in charge of general accounting matters. Additionally, I love that I can always reach out to Clio's tech support for answers as to user issues or questions, and the services have always been pretty prompt and spot-on. Cons I remember there were some data migration issues when we transitioned from Timeslips to Clio. It has been a while, but I recall that at least some of the client data like their addresses didn't look quite right when it was pulled over, and I basically had to start over with entering the information in Clio. Reason for choosing Clio The firm as a whole had evaluated Clio and at least a partner in the firm as well as our office manager went through some training initially to become better acquainted. The firm made a decision to switch, and everyone agreed that the software was a better product than our previous billing software. Switched from [Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/) Our firm licenses were expiring, and there was a decision that needed to be made as to whether to spend money to renew or to switch to a different software. I am happy that we ended up switching. Review Source MW Margy W. Legal Assistant/Executive Assistant Legal Services Used the software for: 2+ years ### "The Future of Cloud Computing in the Legal Industry" December 3, 2019 5.0 Clio has been really helpful organizing a small solo practice and getting that attorney up and running, and then expanding their practice accordingly. It's a great, central location for file management, and being able to use Quickbooks and Clio for billing is spectacular. Clio's client support is stellar, and that is worth a LOT when it comes to case management. Overall, Clio is an excellent choice, and even with my complaints, I do believe it is the standard for the future. Pros I really do believe that Clio is the future of legal cloud computing and practice/file management. It's a functional piece of software that allows attorneys and legal staff to manage cases with ease. There are a few things that I find to be useful with Clio: 1. Clio integrates with tons of other software options, including Grow (a CRM management tool). Keeping things "in the family" is really useful and speeds up management. 2. Clio's billing functionality is really nice. It's one of the more functional back end management tools I've seen, and I really like the way it works. You can integrate it with Quickbooks for easy accounting, which we really appreciate and which looks great on the user end (for clients, when they receive bills). 3. Clio sports a really professional interface, which just looks nice when you're working. It looks grown up and sleek, so if someone peeks over your shoulder or you're working while in the vicinity of clients, it doesn't have a preschool feeling to it. 4. Most important - Clio's customer support is incredible. Have an issue? There are videos you can watch, or people you can talk to. They will literally stay on the phone with you for hours as you troubleshoot issues together, or learn something new. Top notch, seriously. Cons I do have a few gripes about Clio. If these were addressed, it would get a 5-star rating from me: 1. Mouseclicks. Clio requires so. many. mouseclicks. It is infuriating at times. I realize this sounds stupid, but over time, they add up. I am a huge fan of efficiency, and Clio is one of the most inefficient programs I've used. 2. Workflows. I really enjoy using workflows to track various projects. Clio sucks at workflows. A complete rework of how they approach them, and how they look for interface with the staff who are responsible for executing, would go a LONG WAY toward making Clio a more useful application. I think workflows are really the topic that causes Clio to lag behind other software out on the market. I would like to see something in place that allows a user to create a workflow, move tasks around in the list, add subtasks to tasks, and assign triggering dates, secondary dates, etc. It would also be useful to be able to assign various tasks to various users. Until that's in place, I'll be sad about using Clio. 3. A central location for performing various functions. Clio does have a left-hand toolbar that allows you to do SOME things, but not ALL things. It would be good if, from the left-hand menu, I could do each discrete thing that I can do in Clio by clicking a mouse a zillion times. Once that happens, I'll be happier. 4. Document management. I'm out of room, but it is not idea. Too much downloading/uploading. Dropbox is better (for collaborati Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Reason for choosing Clio Clio came recommended by another practitioner who had gone solo and had a great experience. Review Source SK Steve K. President Law Practice Used the software for: Less than 6 months ### "Clio saved us from MyCase" July 1, 2023 5.0 We love the ability to actively use our contacts to engage new business opportunities. We also feel quite assured that all matters are proceeding accordingly as we are able to monitor them from a high level to ensure substantial progress. Pros The best thing about Clio is that they're not MyCase. They are a breath of fresh air. We were engaged in the misery of MyCase when Clio announced an informative dinner in our area. We went and were amazed by the functionality of their software. We were actually a bit aggressive with Clio as we were having such a bad time with MyCase. They managed to keep us calm and in doing so found themselves a new client. We spent the next month setting up Clio and found ourselves up and running thereafter. We detailed each monumental failure with MyCase and the support staff at Clio were astonished and assured us that they do not act like that. True to their word, the Clio staff was professional and could not have been easier to work with. The first couple of days seemed a bit shaky like we were kids with our first two-wheeled bike but after a brief learning curve, we were up and running. Any issues we had were ably resolved by Clio and we were quite thankful for the number and quality of the support staff. The days of putting a call in and waiting for a call back are over. They are a shining star in a world now devoid of customer service. Cons I haven't found anything I don't like about Clio yet. Review Source MB Michelle B. Attorney Law Practice Used the software for: 6-12 months ### "Excellent Tool for a Solo/Small Law Office" February 24, 2023 5.0 My experience has been good. Clio is never an impediment to productivity; its more like a helpful assistant that holds my information, knows where to find it, reminds me to do what I said I would do, and makes it easy to bill and collect money. Pros The Clio team helped me transfer data from my old billing program. Transition was seamless and painless. Clio is intuitive to use. As a solo practitioner I have neither the time for nor interest in hours of admin activity every week. Clio lets me track my work as I go, and provides the framework for organizing information about my clients and cases. At the end of the month I spend only about 2 hours reviewing and sending out bills. Cons More flexible report options would be helpful, particularly regarding A/R. Switched from [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) 1\. Easier edits in Clio. 2. Amicus wouldn't allow me to print directly to my printer (what a pain!). 3. Difficult to get help; had to pay an "expert" for technical support. 4. Wanted the web-based functionality of Clio. Review Source ÞH Þorsteinn H. lawyer Law Practice Used the software for: 1-2 years ### "clio law DATA management" May 28, 2020 5.0 Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining. Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log). clio portal for clients, e sign easy to make form-documents connects to IP phone etc. Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer. Pros For us the program has changed everything in the workflow to the better. In our opinion Clio’s forte is how flexible it is. Every law firm has its own different way of organizing workflow and Clio can accommodate for that, at least our whims and quirks which we have abundant of. The program is like potty in your hand. You mold and sculp the program according to your own special needs in the workflow. The only barrier is your own imagination. You decide how information is inserted, in what order and form and how it is presented. You make your own work procedures. You can organize and make chains of tasks beforehand and set the relevant type of chain of tasks to fit the case you are working on. Then, there and now, the future workflow is decided and set for that case. Cons You can not copy matters/cases and clients. It is not easy to move data fram TM to clio. We decided not to to it. Integration between outlook calander and clio calander does not work, it is so slow it is not usable. But the integration between google cal and clio cal is excellent. Alternatives considered [Lawcus](https://www.capterra.com/p/143375/Lawcus/)[Lexzur](https://www.capterra.com/p/146976/App4Legal/)[Matters.Cloud](https://www.capterra.com/p/175968/matters-Cloud/)[Osprey Approach](https://www.capterra.com/p/172620/Osprey-Approach/)[Uptime.com](https://www.capterra.com/p/149314/Uptime/) Reason for choosing Clio Clio is flexible. Very stapple and predictable. Clio is easy to manage and learn. Excellent support. Handles non english characters well. Review Source MG Marie G. Paralegal & Bookkeeper/Billing Legal Services Used the software for: 6-12 months ### "Clio Review" June 24, 2019 4.0 My overall experience has been positive. There are plenty of resources for day to day activities and for more complex matters the live support has been indispensable. I find it easy to navigate and learn. Pros Initially it was a better system overall than the systems we were trying to make fit our needs (Timeslips and Sharepoint). Subsequently, the updates that are implemented by the development team when there is an obvious need or lack identified. Cons I did not like that the billing of outstanding balances was not automated during billing runs to capture all outstanding balances so anyone who does not have a current bill still gets a bill when I do not enter a start time as a filter option. I also do not like that I have to clean up so much on the Quickbooks Online end of a Retainer transfer, especially after a billing run when its many clients at once, it creates a lot of work in the Retainer in Trust register in QBO. Alternatives considered [AbacusLaw](https://www.capterra.com/p/18374/AbacusLaw/) Reason for choosing Clio Price difference I believe, but I honestly don't remember if there were other reasons as well. Switched from [Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/) In Timesplips we were having trouble with transfers and keeping track of the data that was not integrating into Quickbooks Desktop smoothly. We also wanted to switch to QBO but they do not integrate. There were system failures that created "broken AR's". The customer service was never immediate, I've spent many hours on hold or on the phone with someone who did not seem to care. It seemed like there was always something that would come up and the customer support was so bad that I would rather try to fix the problem myself or ignore the problem(unless it was timely) until I couldn't anymore. We only started using Sharepoint because Timeslips did not have an office management aspect of the software and it was not economical nor easy to set up, we ended up spending more money on a Sharepoint technician than a year subscription to Clio. Review Source EN Elizabeth N. Senior Paralegal Law Practice Used the software for: 2+ years ### "Clio - A Necessary Application for Law Firms" April 11, 2023 5.0 Pros Clio makes it easy to manage a case beginning to end. All of the client information is contained in one place. We can work on documents right in Clio and share documents to the client through the Clio Portal. Clients can safely upload their documents to us via the portal. We can communicate with clients through the portal or text messaging right in Clio. The Clio Support team is very helpful and has taken our enhancement requests back, some of which have already been implemented. We are able to keep everyone at the firm on track by using the task feature of Clio. There is no more wondering what is happening in a case because everything is tracking and tasked. Cons Our clients pay a monthly payment until their flat fee is paid in full. My current enhancement request is for Clio to have payment plan details written out on the client invoice. Currently we have to type this information out in the footer notes. Switched from [8am MyCase](https://www.capterra.com/p/115613/MyCase/) We switched from MyCase to Clio because the MyCase account manager lied to me about our plan. My state is a one party state so I recorded the conversation and agreement on our plan. When we got our bill, it was vastly different. We had proof of a lie and breach of verbal contract. MyCase refunded us and we moved everything to Clio. I don't do business with liars. Review Source DD Dario D. Principal Law Practice Used the software for: 2+ years ### "Initially very promising, but recently quickly deteriorating" November 12, 2020 3.0 (Continued from above) so, the report may say $X, but one would have no idea whether that is for 1 day, 1 week, 1 month, 1 year, 10 years - you get the picture. I have been raising this issues for a long time now and was today told that it may never be fixed. This is but one example of a clear failure to even understand the topic and the issue at hand. Clio was not like this before, so I suspect that something has changed at the company. Perhaps critical people leaving (and I have noticed that some people have left), perhaps financial difficulties, perhaps something else. Overall, if I was asked a year ago about Clio, I would wholeheartedly recommend it. Currently, it would only be prudent to recommend to avoid it, at least until the situation at Clio changes, if it does change. Pros Clio could be, and indeed was for a long time, a fairly good and overall well featured application. As with any application, it did not have everything covered, but was slowly improving and adding features. In other words, it was a decent application that was getting better. Cons As of few months ago, Clio, put simply, started going backwards, and fast. Features that existed for years and worked perfectly, were either intentionally removed or broken and no longer worked. The number of bugs has increased exponentially. I used to discover a bug once every few months in the past. These days, almost every day I have to report new bugs or follow up on the existing and unresolved ones. In the past, any reported issues were addressed and resolved quickly. Now, you still get emails in response, but the emails are more of the scripted/lip service type and most issues do not get resolved at all, including critical issues relating to basic features that used to work fine in the past. As I am not an insider to Clio, I am not sure what the reason is, but from many recent interactions with Clio support and their answer, it seems to me that there is no one at Clio who has their hand on the pulse or any control over the "technical team" or the "development team". From responses I get, it sounds like the "developers" run the place and if they do not think that something is important, it will not get done or fixed. To give you a concrete example, an important financial report was working fine in the past and, as one would expect, it was showing the period to which the report relates. Some months ago, when "updating" that report to a "new" report, they removed the period of the report field, so, believe it or not, the report now does not show which period it relates to Reason for choosing Clio Clio seemed simpler, easier and more promising than other applications considered. 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.