Who Uses This Software?

Legal Professionals looking for a comprehensive legal practice management solution. Clio offers different pricing categories and products catering to small, medium and even large legal practices.


Average Ratings

229 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $39.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Themis Solutions
  • www.clio.com/
  • Founded 2007
  • Canada

About Clio

Clio is case management software that saves lawyers and legal professionals eight hours per week. With intuitive time tracking, billing, matter management, and more, Clio streamlines everything you do to run your practice, from intake to invoice. Clio is cloud-based, so you can securely manage your practice from anywhere, on any device. And, over 50 leading legal products and services integrate directly with Clio. Try it for free at clio.com.


Clio Features

  • Billing Management
  • Calendar Management
  • Case Notes
  • Client Management
  • Communication Tracking
  • Conflict Management
  • Corporations
  • Court Management
  • Discovery Management
  • Docket Management
  • Document Management
  • Expense Tracking
  • Government
  • Law Firms
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting

Clio Reviews Recently Reviewed!

Great for making a small company feel well organized

Nov 15, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Clio is relatively easy to use and allows small firms to stay up on billing clients, keeping track of client information, etc. Clio has allowed us to have a single service to keep track of our clients and cases. I even Like the iOS app - great for entering time, good for entering voice memos. Excellent for time entry and tracking - gives you a great many places and ways to log time so that you're less likely to miss out on tracking and billing opportunities. Good availability for cloud storage - would like to see some growth in how files can be managed once they're in Clio. Billing seems to be a snap. I like the document versioning, though I'd like to see it work a little bit more seamlessly

Cons: I wish there was a bit more of an opportunity for customization, such as marking a phone number as the individual who the contract is under when that is not the direct client, etc., and I would like to see more customization in the billing section as well. The Quickbooks integration can be wonky - doesn't always play nicely. Cloud storage can be clunky - would like a click and drag organization solution. The third party vendor solution is not particularly effective, plus it tacks on a tax for using Office 365 that is not borne by gmail users.

Clio has every feature you could ask for - however, sometimes they are not intuitive at first.

Nov 10, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: I like how many features it includes. It leaves me wanting for very little. The invoices look incredibly professional. The integrations fill almost any gap that Clio could possibly leave open.

Cons: Sometimes it is disorganized feeling based on how it is set up so you must make work arounds. This could just be that it is set up differently than I "would" have set it up. I wish I got more notifications: for example when a client logins or views something. There isn't even notifications if clients upload documents or send me messages. Definitely need more notification of what is happening in the software.

Subscribe only if you have time

Nov 02, 2017
2/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Comments: Not for everybody. If you have another software which does not allow you to track time, then clio is ok. But anything else, not so much.

Pros: Time keeping. It's probably the only good thing it does. I can link it with primafacie (which is awesome).

Cons: Where can I start. In order for clio to be of use, get ready to spend a lot of time trying to figure it out. It's good as far as adding client's contact and keeping track of time but for everything else, it's useless. I am caught in the middle of wanting to get rid of it or keeping it because I have spent so much time and effort in it. And don't try to integrate anything with it. You will spend the whole morning or afternoon trying to figure it out. If you can take a day or two to figure things out, then go ahead. Their customer service also is not up to par. You ask them a question and they'll send you a link.

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We love Clio! It has allowed our customers, attorneys, and firm to function and communicate better.

Nov 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The software is easy to use, easy to understand. The help is built right into the software with their chat feature - making it easy to get help without me having to run around helping them each time. The customer service is fabulous. The company REALLY listens!

Cons: Although there are some things in the software that I wish they had, the product they have created works really well and really helps us function better as a firm.

Overall: The sofware saves our company time, puts our information on the web so it can be accessed from anywhere, and overall just helps us to be more organized.

Simple, easy, effective

Oct 19, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: It does what it is supposed to do without any headaches.

Pros: Easy sync from smartphone app to desktop application; Add date while in court and it is in my calendar when I get back to the office. Track trust account info easily and keep up to date on all matters

Cons: The app's timer s not intuitive. While it works, every time I use it I essentially have to "re-learn" it! Otherwise, the rest of the app is good.

I have used two other leading legal software programs and Clio knocks them out of the park.

Oct 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: What do I NOT like about this software. It is easy to use, everything I need is just a click away. Everything in the program works together. You can run your practice from anywhere in this cloud based program.

Cons: There could be shortcuts for certain items in certain places and every time I make a suggestion, Clio says it is a shortcut they are working on.

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This is so much easier than every other practice management/billing software I've used in 20 years.

Oct 17, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: 1) Very easy to use; 2) can access from anywhere; 3) no learning curve; 4) easy to set up; 5) easily customizable and layout/setup changes can be quickly made and reversed with no negative effects; 6) integrates with our accounting software; 7) customer feedback directly effects changes in the software; 8) every part of our practice can be integrated into Clio to allow us to work from literally anywhere that has an internet connection, enabling freedom to leave the office without carrying bulky paper files or worrying about our VPN connection.

Cons: Let me preface by saying that I know there are many improvements being made in the software at this moment, which I will expect will fix my complaint. I really wish the reporting options gave more freedom and flexibility. There are custom reports that I wish that I could run as well as running some available reports with different sort or filter parameters. Currently, I have to run dozens of the same report using the filters allowed to get a couple pieces of data off of the last line of a 25+ page report.

2 years experience working at a bankruptcy firm

Oct 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to keep track of client updates within a large firm where multiple clerks and attorneys worked on the same client files.

Cons: Once in a while the notes do not save properly; automated letters cannot be 100% trusted for accuracy.

I have used two other firm management software packages. This is the best of the three.

Sep 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The best feature is that the data is in the cloud, so syncing across devices is automatic or access from a new device is easy.

Cons: It would be nice if there was desktop software that locally stored the database and synced the database to the cloud whenever connected to the internet. If the internet goes down - a lot of lawyers are SOL. This is a major concern in places (like where I live) where natural disasters can be expected.

Overall: Organization

HORRIBLE - STAY AWAY, FAR AWAY

Sep 18, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: I have never come across a software solution that will likely bury law firms. I want to give this zero stars but that wasn't an option, just like the others in the software that are basic. STAY AWAY FROM THIS! TERRIBLE

Cons: Absolutely horrible software. Never ever choose this to run your firm. You will be very sorry for setting for an "easy time clock". You cannot protect your data! No audit trail and easy to erase actual transactions without know who did it!

I have enjoyed using Clio, support great, but too expensive

Sep 13, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: At the time I purchased this I was using another package. Clio was web based and much easier to use.

Cons: It is too expensive for solo.

Clio - An Excellent Choice for A Solo

Sep 13, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: I went from billing by spreadsheet to Clio. The process in Clio is fast and easy, and now I do not dread the drag of billing.

Cons: I still have some trouble juggling tasks and events. I feel as though I need to review multiple sources to stay on top of my practice.

Been a customer for several years

Sep 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: Ability to manage case load, share documents with clients through ClioConnect system, manage bills in same system

Cons: Cost to upgrade plan to use features when operating in a small firm, doubt all users can use all of the features offered

Great software that is the foundation for everything that I do

Sep 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Love how easy it is to use and how the company is always trying to make it even better. There are so many things that save time and money each month. Pays for itself on day one.

Cons: Lack of e-mail integration is the only thing that I wish that it had built in, but its not a huge deal.

Clio is an awesome cloud based practice management software!

Sep 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Clio is great because it puts everything in one place and it integrates with tons of other apps to make life at the firm easier. It's a one stop shop for keeping track of the calendar, contacts, billable time, expenses, notes, and for saving and sharing correspondence and court documents with our clients. You can filter for just about anything and there are plenty of reports available as well. We also use Clio for billing and keeping track of client trust accounts. Overall, Clio is a great program and it saves our firm a ton of time and money!

Cons: My least favorite thing about Clio is the billing software. For our purposes, it just isn't very user-friendly. We have many clients with multiple matters that need to be billed separately and there's no way to compile all of the invoices for the same client and email them with a single payment link, which leaves us to download and email them separately with a payment link for LawPay (and then we have to individually record each payment). I think for most firms this wouldn't be a problem, but in our case, it takes extra time.

Overall: Clio saves our firm time and money every day. We use it for just about everything!

We started using Clio when we started a new law practice. Looking for "mobile" capability.

Sep 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's in the cloud! No matter where we are, if we have cell service or internet we have our files at our fingertips. It has enabled us to practice anywhere in the state.

Cons: Changing pre-populated forms can be time consuming. I would like to see the intake portion more customizable, some files all I need is a name, contact info and type of file.

Overall: This software has allowed growth in our practice, mobile capability and the capability to share information instantly.

Couldn't practice without it. Excellent customer online and telephone customer support.

Sep 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Can practice anywhere, anytime, with anyone. Super easy to use. Has the features needed most in a law practice - ticklers, deadline management, meeting management, timekeeping, trust accounting, integrated invoicing system. The automated document management system allows makes many of our back office functions and production systems much more efficient. Really appreciate how Clio integrates with major cloud software such as Box, Zapier, Quickbooks, etc.

Cons: Old code and an architecture that feels like it was built 10 years ago - which it was. Constantly needing to refresh the screen to get up-to-date information. User pathing for many common tasks are not intuitive. Project management is terrible - a poor cousin to other software such as Smartsheet. Their "Tasks Chains" is a weak substitute. Most of all, as my firm grows beyond 2 lawyers, Clio's solo-centricity is becoming a problem as it lacks the more sophisticated user-access controls and archiving features found in sofware built for larger firms. I AM told that the #NewClio will fix many of this. Would like to update this review once that new platform is released.

Clio is the industry standard for a reason -- it works.

Sep 02, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: 1. Easy timekeeping. Clio's timekeeping system is easier than what I was using at BigLaw.
2. Easy bill generation and editing. I can't say enough about this.
3. Easy invoice tracking. 5 minutes a week.

Cons: 1. I wish Clio were easier to integrate with Mac apps such as Fantastical, OmniFocus, Contacts, and Evernote. I use these apps, and Clio, daily. I'm aware of third-party integration apps, but I'm not a big fan of having the user create (and, far more often than not, fix) the integration.
2. I wish that Clio had a contacts section devoted to adverse parties. That would make it easier for conflict of interest reviews.
3. I would like more tutorials so that I can better use Clio's features. Sometimes I feel like I stumble across useful features that I've wanted but didn't know existed on Clio.

I've had a great experience using Clio. It lessens wasted time compared to only using paper files.

Aug 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I like Clio's ease of use, and the ability to quickly store and look up information about a matter. A lot of Clio is customizable to a firm's preferences or specific needs which is great. The customer service team is helpful and knowledgeable.

Cons: It's not 100% customizable, but software rarely is. Some pieces of information can't be deleted once a user deactivates their account which can cause minor issues.

Overall: More time to focus on actual work product.

Good For Legal Case Management

Aug 22, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Incredibly easy and intuitive software to use. Allowed our firm to cut out a lot of software training and better focus on client needs with this simple but effective solution

Cons: The reporting features leave a lot to be desired and could be vastly improved. Our caseload is our livelihood, and we need a better way to analyze all of our data on a macro level.

Overall: Legal case management

Perfect fit for a small to medium law firm

Aug 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Clio is an easy to use mobile program which allows our attorneys to access everything in one convenient location including billing, documents and firm agendas. Clio seamlessly syncs with Microsoft Business Essentials allowing for the integration of client emails and attachments, as well as calendaring into the program without any duplication.

Cons: The only cons at this point have been the limitations on the migration of PCLaw data (limited to matter number and client contact information) and the lack of a native email support. However, the sync with Microsoft Exchange makes this second issue very minor.

Clio - Great Law Practice Management Software

Aug 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: For a solo to small law practice, Clio is a wonderful law practice management suite, offering many different features and integrations with third-party products such as FundBox.

Cons: Clio occasionally crashes (about once every ten times) and also does not offer exporting of invoices to Word. This is not a big deal, as I can convert a PDF file to a Word file, edit it, and then reconvert it back to PDF, but it would be nice if I did not have to undertake these steps.

Overall: Ease of use and tremendous time savings at a reasonable price.

I shouldn't have to call support every time I use a feature of the product.

Aug 11, 2017
2/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Pros: Clio has the features I needed. I was fooled by the initial trial into thinking it would be a good fit for my firm. What use is a feature that is so complicated to find, use, and enable that I have to call support or Google how to make it work.

Cons: Nothing is intuitive, at first it seems like everything is going to work. Clio has all the features I wanted, or at least it seemed like it did. Once I used it for more than just the trial period, using it to manage my trust account, client billing, client communication, it just does not work. After using it for any length of time, the navigation gets tiresome and then frustrating. At every turn I find myself having to Google how to make it work. Sharing a document with a client requires several steps including typing in the client's contact info; instead of just clicking a button for share. Now my client can't enter a partial payment. What the heck? Prior to becoming an attorney I was a software engineer; I would have been embarrassed to put my name on such a product.

Frankly, I don't trust the myriad of positive reviews for this product, they can't be true.

Overall: Once started I was committed to use it until I have time to find a better alternative. Capterra.com was the primary tool I used to find Clio. I have concerns that the positive reviews are all fake.

Vendor Response

by Themis Solutions on August 15, 2017

Hi Lee, First of all, I wanted to thank you for taking the time to share your honest feedback with us. Hearing from our less-than-satisfied customers helps us determine what the best course of action is when improving our product. I wanted to let you know that in a little over a month we'll be launching the first ground-up redesign of Clio in the 8 years since launch. The redesign will aim to improve customer experience and app navigation as a whole, and introduce a design built almost entirely off of our customer feedback. Lastly, I wanted to assure you that all the reviews on this site are 100% accurate and come from real customers (such as yourself). Every customer's experience using Clio is bound to be different, but we encourage our customers to share honest and open feedback with us at every turn so that we can continue to evolve the world's most popular practice management software. Thanks again for your feedback! Derek Bolen Clio Community Manager

Easy to use, responsive support, great integrations.

Aug 10, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Clio is responsive to customer issues, inquiries, and suggestions. It is intuitive to use and I trust it. Every 18 months or so I shop the google market to see what Clio's competitors are doing. I stick with Clio because it is always a step ahead of the competitors.

Cons: There are a few features that are not as robust as I'd like them to be. One example - I do a lot of mediation and it is clunky to open a new matter with more than one client. This is true across the legal case management software and I hope it will get resolved soon.

Overall: Ease of use, great integrations, the iOS app is great too.

The software is very easy to use and integrates with many apps.

Aug 10, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy of use, ability to access anywhere, Integration with Microsoft OneDrive, Quality of Support and online content.

Cons: The software needs more flexibility with billing and reporting. I would like to be able to develop some of my own reports.

The bench mark for value and quality in legal software.

Jul 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Value and core features. Clio also integrates well with other products like Lexicata. Their customer service is absolutely fantastic - friendly and knowledgable. Keep up the great work and I will be a client for life.

Cons: The document automation tool could be an amazing feature. At this point it is really clunky. I have hopes for the future, but right now it is not really that useful. - this is a minor complaint.

Overall: Great value , solid features and great customer service.

Ultimately disappointing.

Jul 26, 2017
3/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: We have a small practice with two offices. Clio's web interface makes it easy to use a shared platform for basic things.

Cons: Clio's back office capabilities are woefully oversold. Billing is rudimentary -- even something like billing costs periodically in a contingent fee case is "a feature we hope to implement soon" as their helpful/not helpful customer service people often say. Integration with other online services or othe software is also oversold. With Office365, for example, you get a cumbersome link to the O365 site, but if you open a document from Clio in Word you cannot simply save the document back to storage in Clio. For the amount that Clio charges, it should give better functionality.

Vendor Response

by Themis Solutions on August 02, 2017

Hi Shelley, We're definitely sorry to hear about your frustration with some of our features and appreciate you taking the time to share your thoughts. You've certainly identified some areas that we can be better in, and I assure you we are working to improve those features. In regards to being able to save documents directly to Clio storage without having to upload, I'd recommend checking out AlphaDrive, a plugin that provides exactly what you're describing. Thanks again, Shelley┬┐hoping as we continue to grow and evolve the product we can address some of the problems you have. If you have any further concerns, please don't hesitate to reach out and contact me directly. Derek Bolen, Clio Community Manager

Clio is the bomb!

Jul 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Very user friendly. Super easy to learn and easy on the eyes. Great training program that I highly recommend completing (Clio Product Pro).

Cons: There are a lot of features, and it takes some time to learn how to utilize to your benefit. That said, complete Clio Product Pro certification and it makes it that much easier.

It allows me to be more efficient & leverage technology to provide a better service at a lower cost

Jul 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Clio is extremely user friendly and easy to set up. My clients especially love the built in client portal

Cons: Clio can get a little expensive once you start adding staff to your firm and integrating with other programs

Clio has made my practice more efficient while allowing me to improve my quality of life

Jul 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Clio lets me run my practice more efficiently and saves me time. It is ease to use and very intuitive.

Clio makes accessing all information pertaining to the firm easy and fast.

Jul 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I enjoy having everything synced into one software, such as client information, calendar for employee's and upcoming tasks/deadlines as opposed to using different software to keep up.

Cons: This feature may already exist but being able to chat with people within your firm. That would be a cool feature. Beats having to send an email every time. Also, posting emails from Outlook directly to the case notes (similar to the Needles software) that would be helpful.

Overall: Obtaining all information pertaining to cases easily in one software and sharing information with others.

Really intuitive all in one practice management software

Jul 12, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Lots of automation.
easily access contacts/matters/calendar events by typing a name or partial name.
Comprehensive easy to follow videos.
Interesting webinars to increase use and understanding.

Cons: Doesn't always sync or integrate with other programs - sometimes the sync with outlook gets messed up;
Document uploads can be very slow.

Clio has been great. I've tried others and this is the best out there.

Jul 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use and availability anywhere. I can access everything I need from anywhere with an Internet connection.

Cons: It could be less expensive, although I feel the price is fair and competitive with other similar products.

Overall: Working remotely is infinitely easier with Clio.

Young solo practitioner

Jun 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: I've been using Clio since I went solo. I wanted to make sure I stayed on top of billing and time keeping, and be able to track cases better. It's worked great

Cons: It would be awesome if there was some sort of automatic billing feature. I have clients that pay flat fees on a monthly basis and it would be nice to be able to use clio for this, as all my other billing is through clio.

Clio makes my day at the office run smoother

Jun 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It is incredibly user friendly for both our staff and for our clients. I especially love the calendar feature.

Great, Simple Cloud Practice Management

Jun 25, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The interface is simple. Non-computer folks are able to use it quickly. Integration with Outlook (contacts, tasks and calendar) great for us. They also make constant updates that are great to see. They are now integrating with Office 365 directly instead of a desktop app. I understand that integration with gMail is even better (but we like O365). Time keeping is also easy. There are also lots more features than we are using, but we have them on our roadmap to implement (like document automation).

Cons: Would like to be able forward Clio notes via email by just clicking a button. We used Clio notes to keep a running update on the case between team members. Also, when there were some significant tech support issues , Clio was slow to react (keeping in mind that an impaired Clio impacts my business). But once they acted (Twitter was a great way to get their attention), they fixed the issues promptly.

Overall: Clio allows us to be more efficient. It is not cheap, but remember that you are not spending money on a server or an IT company. And it allows our team to work from anywhere - car, home, coffee shop, ...

I am very pleased with my experience thus far with Clio.

Jun 20, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: I really like the billing interface. It makes it easy for clients to get the bills and to pay them. It also makes it easy for clients to see exactly what I'm doing which I think my clients appreciate.

Cons: I greatly dislike the Reports tab in general. There are so many options, but they are obtuse in what they provide, at least to me. For someone who is not sophisticated or experienced on this side of running a business, I find it exceptionally difficult to navigate this area and printout the information I need without having to try multiple options.

Received sufficient help at first to get to know the program

Jun 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything, I love it all, it is convenient, I love the ability to save receipts in each client's file, helps keep me organized and helps me make sure to bill for the expenses.

Cons: I don't like the expense snippets. This should be the same as the activities. The creation of documents should be easier. It is too hard to do.

Overall: I am able to bill timely, I can keep track of all expenses so I am getting paid back, I am able to bill as I go so that I am not forgetting to bill for what I had done for the day. I used to forget to write things down. This is no longer an issue. I like having the ability to do email and everything through Clio. I love the access where ever I am at.

I've been a customer for years. I haven't begun to scratch the surface.

Jun 17, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I know it can do so much. I know it has the funding and expertise behind it to make it among the best, if not the best, depending upon one's needs and wants.

Cons: Not really Clio's fault, but the time it takes to get up to speed with Clio so that I can take advantage of its features and power.

Overall: It does what I need, and a lot of things I don't even know I need or want.

Clio Review

Jun 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Clio has driven my firm to more efficiency which increased our capacity to take on more cases, grow revenues and expand our brand. Having all of our contacts, matters and important case documents and information in the palm of your hand promotes organization and communication because the information is stored in Clio and easy to access and share.

Cons: The accounting system is still developing. Invoicing clients is amazing, and so are the Clio payments feature and accounts receivable reports. But it's not yet possible to track firm expenses, only matter expenses.

Overall: Contact, Matter and Document creation, and organization in a mobile friendly and intuitive software that promotes growth with increased capacity created with efficiency and greater communication with clients because information is readily available and easy to share.

One stop shop!

Jun 16, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: Clio has everything our firm needs. EVERYTHING. We recently switched to Clio for time tracking, task management, calendaring, contact management, and billing. We're replacing 4 or 5 different software products with this all-in-one software. The software also allows users to send messages to each other and attach them to a client to create a complete file for a certain matter.

Cons: There's a learning curve with using Clio. It took a little time to understand the language used (i.e. what is a "matter" or an "activity") by Clio. Certain features are a little inconvenient and are difficult to get used to. For example, on the time tracking, if there are multiple timers running, I can't differentiate between two different timers for the same client without clicking into each timer. Our firm may work on different projects for the same client (e.g. two different contracts). It saves time if I can immediately decipher between the two contract timers and click the appropriate timer.

Clio keeps me organized and efficient

Jun 16, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy billing, revenue tracking and secure document management. I also like that I see my firm's financial performance when I login. It's a great motivator.

Cons: Not really designed for flat fee matters - the billing can get a little clunky if you are a flat fee firm like myself.

I wish Clio docs integrated with Google Drive, e.g. if someone uploads something to Clio it shows up in my Google Drive.

It's also silly that there is no notification when a client uploads documents. That seems like a basic feature.

Overall: Easy billing

Best companion and team member as a solo practitioner to ensure you're never alone.

Jun 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy access on the go and accessibility to documents for each client (allows an electronic database to reduce size of the physical file).

Cons: Financial metrics do not include enough options (for example, my practice does not focus on the billable hour but flat fees and the features do not accurately reflect my billed revenues vs. received revenues).

My firm uses Clio and we find it to be an improvement over other lit mgt programs.

Jun 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love the iphone application and use it all the time. Direct access to our docketing system through an efficient app is a nice feature.

Cons: I wish the calendar could integrate with Google's Calendar or the iphone calendar, I do not like have separate calendars.

We love how Clio has streamlined our management of client data and improved our time keeping process

Jun 09, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The dashboard tracking of the firm metrics, which helps us to monitor our billing progress on a daily basis.

Cons: The bills menu and sub menus as they relate to past due bill management, and the inability to separate out current bills from past due bills in an easy manner.

Overall: Increased billing through managed time keeping using the dashboard firm metrics, and an easier-to-customize invoice layout.

Very easy to work with.

Jun 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like that Clio combines contact management with billing. Our previous software had two separate databases one for client related document generation and one for billing clients. Also that Clio works with LawPay.

Cons: Need to create template documents on your own, instead of offering standard forms for commonly used state forms.

Mediocre

Jun 07, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Fairly easy to use. The different pricing for attorney and non-attorney is better than most. And the phone app is convenient.

Cons: The document management is cumbersome and doesn't feature direct integration with Microsoft Word. The email integration is also cumbersome and pretty much useless as it too does not have direct integration with outlook. and lack of accounting feature

Great product but some aspects are confusing

Jun 07, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: All of the options are great and there are a ton of categories and different things that you can do with the product ; which is great.

Cons: There is a lot to learn and some aspects are very confusing, especially when I am working on other things as well as learning this new program.

Great Product

Jun 07, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: Love it!

Pros: User friendly. Vrey easty to use. Super friendly support. No issues at all. Love the timer . Wouldn't use any other product.

Excellent customer service, and an intuitive user interface that makes practicing law easier.

Jun 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I most enjoy the intuitiveness of the interface, and the ability to keep track of time, matters, clients, and billing in the same native program.

Cons: I wish Clio had native accounting software, rather than connecting to other services liek Xero or Quicbooks.

Overall: Streamlined and efficient office and matter management

loving my experience with Clio and the support staff; would highly recommend

Jun 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: the layout of our practice and the organization it provides for our clients who have multiple matters going on at the same time. This makes it easier for keeping track of time on each individual matter.

Overall: so far just the organization of our clients and their various matters has been a huge benefit especially when preparing billing statements.

Excellent interface and overall experience.

May 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Timekeeping and integration with billing is very handy. The ability to track revenue is also helpful. I would like a pie chart on "page 1" showing collections vs. billings (i.e., realization rate).

Cons: There have been some hiccups with Xero integration. I tried Clio Payments but found it a bit unwieldy, especially creating a good looking logo (akin to DraperLaw) so I abandoned it. I may try again. I use LawPay, but separately (i.e., emailing a link to the client). I wish Clio was a little less expensive as a solo.

Amazing, makes us on top of our game.

May 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The Task List templates and the client portal are my favorites. I also like that it has cloud storage.

Cons: I wish there was a repeating task feature and that the retainer fee previously paid by the client would automatically be applied to the total and balance due on the bills when they are generated.

Clio changed how in-house counsel runs our department - 100% - saved us time & money!

May 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, Organization, Search instantly, Cost, Chrome extension to add docs, Task features, and ability to merge with existing calendar.

Cons: Reporting features - inconsistencies with document sharing and Clio unique email that is used in messages. Wish I could customize my own dashboard, as we use Clio is such a way that is so outside of your traditional user.

Overall: We were shopping around for a new matter management program, and ended up going with Clio. It saved us initially, and now continues to save us about more than that a year. It is so easy to train new employees, and all of our info is all in one place and easily accessible.

Clio has streamlined my practice!

May 26, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It keeps track of my operating and trust accounts, which saves me time and money. If I had to hire a bookkeeper, I'd incur mush higher expenses.

Cons: Parts of it are complicated and difficult to learn. I've taken several webinars, but they often move too quickly and don't allow me to practice using portions of the information.

Overall: I save time and money. I don't have to create and store paper files! I font have to hire a bookkeeper. My staff saves times as well.

Ease of use and so many options

May 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: There are so many functions to Clio. So much help and support to get help on how to use Clio. It really makes the firm more efficient.

Cons: I wish I had the time to learn and benefit from all my that Clio can truly do. I don't like that the budget is not too flexible. If more funds are added, it doesn't recalculate. You have to manually recalculate.

Overall: Ease of use, so many functions to help run the form. Help when neede.

Best all-in-one solution out there

May 24, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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!

Good capability for solo and very small, growing to fit slightly larger firms

May 24, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Cloud accessibility, excellent time tracking functionality and let's me track several different ways and in many different places. Makes it much easier to track what I've done throughout the day and add time to it. The app, while it struggles sometimes, has been very useful and will continue to be useful. I can log time from the day with a three year old in my lap at home.

Cons: The accounting aspect of it / integration is sometimes wonky. It would be very helpful to have drag-and-drop storage organization, i.e. a simpler UI for organizing files in matters that are already in Clio.

Does not fit very well for creditor's rights practice.

Bill customization is nice, though not a particularly easy UI to get used to.

Would really like a native Office 365 email integration that doesn't involve third party software that is of questionable reliability / usefulness - something akin to the gmail integration would be awesome.

Overall: Flexibility in work location, good cloud storage capability in a way that organizes / sorts nicely with matters and clients. Billing is relatively easy.

Best app I have found and used in this law office management

May 23, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Cloud based and simplistic in use. It integrates fairly well with other apps. Customer service is excellent.

Cons: Email integration is tedious and the synchronization with google contacts could be better. Also, contact mass import can be tricky.

Overall: Simplicity in use

My experience with Clio has been pretty positive overall so far.

May 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Having a cloud based system is not only convenient but efficient. I can use Macs or PCs, and I can use a tablet or phone app while I'm on the go (which is most of the time). I also like having a client portal through which my clients and I can securely communicate/share documents.

Cons: I've experienced a couple of minor glitches so far. I kept seeing an inbox alert for Clio Connect, even when I read all of my messages. Also, when my clients uploaded documents, I couldn't view them through their matter, which was confusing. Instead, I had to go to the main menu ribbon, look under docs, find the client's folder, and finally managed to locate the "missing" documents (also would be helpful to get a notification of documents being sent there when clients upload them).

Overall: Place to store client info, communicate securely, do billing/process payment, automate certain documents.

Clio has been a huge time saver in my law office.

May 19, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Clio is very user-friendly with a broad range of features. I originally purchased Clio to assist me with capturing time and generating bills - it is worth it for this feature alone. I appreciate that it keeps all of my case information in one place.

Cons: There are a few options I wish I had (like the ability to enter time as "no charge" before I do the final bill; this would save me time and make the dashboard infinitely more useful to me).

Clio

May 18, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I like the fact that you can flag matters to be followed up with later. And you can send messages to other users.

Cons: Find the statement process to be very redundant. Takes too many steps to send out monthly statements.

Clio helps me stay organized, efficient, and paid

May 17, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Clio's integration with LawPay is fantastic and an absolute game-changer for a small practice. The fact that a Clio subscription covers the LawPay monthly service fees make it a no-brainer for any attorney thinking about taking online credit card payments. Clio makes time-keeping, billing, and receiving payment so seamless that the payment features alone are worth the price. What used to be a weekend spent reviewing bills and sending individual emails is now a half hour of a few clicks.

Cons: There are a few usability issues that you have to learn to live with. Certain tasks, like creating a document from a template, require you to manually refresh the page with your browser. Once in a great while, you'll notice some performance issues as the Clio team is wrestling with some server issue. While the web interface makes installation and maintenance non-issues, there are also usability limitations that a browser-based application has compared to a rich client experience.

Overall: Better organization, document automation, easy billing and faster payments

Very intuitive. Great to have all of my documents at my fingertips.

May 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Intuitive and customer support is great. I like being able to customize document templates. We've used that feature the most.

Cons: Occasional bugs or times when system goes down and documents are unavailable. Sometimes customer support is slow to achieve solutions for system-wide problems.

Clio is a fantastic practice management software!

May 16, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The user interface is intuitive and easy to use. You feel like everything is at your fingertips. This is particularly true if you use the customs matter and client fields to record data you want to have easy access to.

As well, Clio's customer support is great and the software is always improving.

Cons: Accounting and bookkeeping needs cannot be fully satisfied by Clio alone. I use Xero in conjunction with Clio and this combination works well, though the export of data from Clio to Xero is not seamless, particularly with respect to trust accounting. That being said, this solution is workable and can be fully compliant with Law Society of Upper Canada bookkeeping requirements. I have been through a spot audit and a full practice review and passed with flying colours.

The other main issue I have is that there is nothing in place to warn the user that there is no future court date diarized for a matter that is making its way through the courts. Without this check and balance, there is a risk of missing a court date if you forgot to put a new one in after the last one. The only way to make sure this isn't happening is to manually go through each open matter and confirm that it has a future court date input.

Couldnt ask for better?

May 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Integration makes Clio stand out. No one can do everything the best. Efficiency comes through using the best out of each and combining for powerful results.

Cons: I would like to see more automation and customization options. I remain hopeful that in Clio's makeover we will see more of this.

Customer service makes all the difference.

May 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Packed with features. There is just so much that can be done with this software that a firm might not have thought to do with some of the older software platforms. Everything is secure and designed from a legal professional's viewpoint. Every person in our firm can handle a case from start to finish without leaving the Clio platform -- anywhere, anytime.

Also, the customer service should not be overlooked. When we were researching various platforms to take over for Time Matters (Practice Panther, Rocket Matter, MyCase, etc.) Clio was the only company that had a knowledgable onboarding professional at the ready. They were incredibly flexible with letting us extend our demo phase and spent many hours running through different functions with us. They even held a full-scale training session with our entire staff BEFORE we had signed up. Even after we purchased Clio, they continued to hold our hand through the entire implementation process. That sort of service made our transition into the cloud seamless and allowed us to really take advantage of cost-savings that we were aiming for.

Cons: The only issue that we've had so far is personalizing the goals on the dashboard page. It would be nice to have a more granular and specific revenue analysis for each attorney. Granted, we are still implementing other more important features firm-wide, so this hasn't been the highest priority, and it's more of a luxury anyway.

Overall: All the information you need at your fingertips, anywhere in the world. Hassle-free and comprehensive customer service.

Clio works well because it connects my existing services and apps together.

May 15, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the integrations that allow for me to make Clio work in my existing mosaic of applications and services.

Cons: I'd like more customization options in the user interface. It has a lot of good integrations but I'd always like to see more.

Overall: It allows me to focus on the legal work while it does the heavy lifting with the administration and business side of the law firm.

Clio has helped me streamline the billing and timekeeping in my practice, and saves me hours of time

May 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: I like the ease of the timekeeping, the flexibility of the files, and the one-click billing. The billing alone saves me endless time!

Cons: I don't like the billing practices (they don't charge in local currency, unless you're in the US), and I do not like that interest charges result in a new invoice number - it makes my accountant crazy.

Changed over last year and for the most part we have adapted to the work flows and structure.

May 11, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Remote access to software. I love being able to pull up clients, calendars and information when we are away from the main office. As long as we have Internet access we have Clio.

Cons: Lack of connection between calendar and client data. It would be very helpful to be able to pull up a client from the calendar.

Clio will help bring our firm to the next level

May 10, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that the software is completely cloud-based and is constantly looking for ways to improve. I like the many integrations and hope they continue to add more!

Cons: Our office hates the upload and download functionality. At some point, we are expecting it to cause a huge problem. We continue to use it because we like Clio's ability to search and filter documents, otherwise we would store everything on Dropbox. If there was a better, more automatic way to get documents to and from Clio, it would be a game-changer. Also, please develop more native integrations with Microsoft Office and Outlook.

Overall: Cloud-based practice management.

Great Software!

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: I wish there was a "do not bill" feature so that i can void a time entry easily without loosing the complete record of the entry or having to write it off.

Pros: There are so many useful features to this software including document storage and lookup to client information access. It is very user friendly and easy to navigate with the easy to use tabs. Customer service is excellent as well, always friendly and willing to assist with any questions or problems i may have.

Cons: My only con is the billing aspect. I wish there was a "do not bill" feature so that i can void a time entry easily without loosing the complete record of the entry or having to write it off.

It does everything I need

May 05, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Client management and the notes section. Everyone puts a note anytime the interact with a client or a client file.

Cons: Not being able to see the client's payment history without downloading the invoice. I hate having to always download the invoice to see when a client paid and how much they paid.

Overall: I don't know that I could operate a firm without it.

Excellent customer service, easy access, top shelf product

May 01, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The best feature is that it is accessible from anywhere. I like that it is easy to just dive in and use. If I don't know how to do something, I can ask the question or find a webinar on the topic.

Cons: My least favorite are the invoices. I like that I can select what I want to show, but there is not an option for payments from the month to show on the new invoice. Payments will only show on the invoice that the payment was applied to. As a firm, we do not go back and print old invoices so this feature is useless. Our clients want their payments to show they were made even for an older invoice on their new invoice.

Great software for some firms.

Apr 24, 2017
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Very intuitive and user friendly. Simple to learn and use. Customer service has been great - very friendly and easy to understand.

Cons: Not very flexible. The reporting is simplistic which would work for very small firms but if you are looking for good analytics, this is not the program for you. The syncing between Quickbooks online has been "broken" for close to three months now so everything has to be double entered and I have not heard back from them with an ETA of when it will be fixed.

Worklife Balance with Mobility

Apr 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, accessibility, reliability and functionality.

Cons: Accounting

Overall: I signed up for CLIO back in 2011. I had recently left an in-house counsel job where I had over 17 years of transactional experience and entering into private practice. I had no clue of practice management software, but needed the best value and an intuitively easy system to grasp, as I had to also balance learning about the "practice" of law. CLIO was so easy to use and build upon. Additionally, through the years, CLIO partnered with many other providers that CLIO serves as the foundation for my practice and the integration of other services makes CLIO undeniably an innovator. I can literally practice with true Mobility and my clients have been able to easily rely on accessing CLIO for document review, payments into trusts or operating accounts. Tracking time, research and phone calls have also become seamless. I count on CLIO as the total practice management tool. Trust accounting ledgers are easy to create by just a few clicks of the mouse. CLIO truly gives lawyers and legal staff freedom to perform client related services from their tablet and smartphone. It has enhanced my staff's performance and permitted me to implement tele work benefits as a result. I am more than happy to talk to anyone who has an interest in implementing a reliable, functional tool such as CLIO to regain or maintain control of their practice.

Effective scheduling and billing management

Apr 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Scheduling and Billing

Cons: Price per user

Overall: Clio has been a great add on for our firm for the last several years. We are relying on it more and more each month. I usually have Clio pulled up in 3 distinct windows at a time to facilitate instant navigation. As it updates upon refresh, and instantly within its window, it has been a great way to multitask across client issues such as scheduling, time entries and specific tasks. We primarily use Clio as a task manager and billing, but there are many other functions that we have not utilized, but are looking forward to. We will be sticking with Clio.

Just getting started, but finding money already!

Apr 14, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Our firm just started using the software, but already my days have shortened from all the integrations. I've also found a ton of time that I didn't know I wasn't billing! The platform is not the most intuitive to use at this point, but the customer service is SUPER responsive, has workarounds, and is great at submitting (and delivering on) feature requests. Looking forward to what this program will become.

Fantastic value, modern software, steadily improving features

Apr 14, 2017
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: SaaS platform, integrations with useful software like Box.com and NextChapter (bankruptcy service), comprehensive workflow features

Cons: Detailed expense accounting is cumbersome, joint representation is not natively supported

Overall: I've been using Clio since 2011 to help me run my solo practice. I use it primarily for calendaring , time tracking, and billing. Those features are fantastic. Almost all of my billable time is calendared, and Clio lets me add time right to those events and assign it to a matter right from the calendar. I cut my administrative time to bill clients by 40% the first time I used Clio, and it's now down roughly 90%.

I love that Clio lets me use third-party software with it rather than forcing users to rely on less convenient built-in solutions. For instance, Clio creates a folder for each client and matter for me in Box.com where I can work on my clients' documents using the rich feature set of Box. Clio Documents is okay for sharing with Clients, but there's no way they could replicate Box.

There are two things I really wish Clio would improve. First is the ability to natively support joint representation. I do some consumer bankruptcy work, and many of my cases are joint petitions. The Clio solution is to add one of the joint parties as a 'related party'. Strictly speaking, this is not a related party, but my actual client. I can note the relationship type, so it works okay for conflict checks, but I'd rather the software reflect the real legal relationship.

The other has to do with transaction tracking and integration with bookkeeping software. Maybe I just need to learn how to do this better, but I end up doing double work in Clio and Quickbooks for expenses and trust accounting. Bills and payments integrate, but the details, which are important for accounting disclosures, are manual in Clio.

All in all, Clio continues to be the best option for me. I'm very mobile, so a SaaS/Cloud solution is absolutely required. The features were very basic when I started using it, but the folks at Clio are constantly releasing new functionality, improving existing functionality, and integrating new useful apps. Oh yeah, I'm a bit of a tech geek, so having access to an open API is extremely tempting to me. I've done one integration with Zapier, and I have some ideas for other things I might do directly with the API.

Highly recommended.

Recommendations to other buyers: Spend the time to think about your workflows and how you can best leverage the software to make your life easier. Clio has a lot of training resources on line that can get fairly in depth on ways to make things better.

CLIO is a great program

Apr 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The Support Team is the best. I love that I can use it for keeping track of clients, matters, notes, and billing all in one place. I also like all of the reports that I can run off for our CPA.

Cons: The "back" button on some of the tabs, especially under Bills doesn't take you back only one screen. I also wish that CLIO had a true accounting feature.

Overall: What I like most about CLIO is that it is constantly evolving and getting better. Every time I have run into an issue, whether it's something that I just don't know how to do, or an issue that I think needs fixing or something that I think needs to be added to make the program be even better, the CLIO support team has always been right there, ready & willing to help. They are the friendliest team ever and are super quick to respond to issues and they even let me know that sometimes my ideas are shared by other customers and have been added to the list of things to be discussed by the team to hopefully be added to CLIO in the near future. At first CLIO seemed overwhelming, but after 3.5 years, me and my boss are still coming across features that are new to us all the time. I tell everyone about CLIO, especially other local attorneys.

Recommendations to other buyers: practice making contacts, bills, matters, etc. and don't be afraid to call for support.

Clio Brings Me Peace Of Mind

Apr 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use - even non-tech savvy individuals pick it up quickly.

Cons: I wish it had full accounting capabilities.

Overall: When one is a solo practitioner, there never seems to be enough time in the day to both practice law and manage the day-to-day operations of the business. In addition to the role of lawyer, I also wear the hats of accountant, human resources manager, marketing professional, IT manager, and the go-to person in charge of handling all problems. Clio makes my job(s) much easier by ensuring that I've got practice management covered. Initially moving to the cloud with Clio was much easier than expected, and any questions I had were quickly and efficiently answered by Clio's excellent customer support department. I love learning on my own time, at my own pace, and Clio has a plethora of on-demand training webinars for beginning users which enabled me to quickly get up to speed. The data entry process for both financial transactions and time/cost entries is simple and quick, and there is a wide range of reporting options available to the user. I love having the ability to add extra functionality by integrating with other service applications made available by Clio partners ┬┐ think Dropbox and Fastcase. Further, Clio's mobile app fits in perfectly with my busy lifestyle! If you are deciding on a practice management solution for your law firm, make sure to give Clio a trial run so you can experience its many advantages for yourself.

Clio is a life saver!

Apr 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Our office uses clio and when integrated with another software that we use makes our lives 100 times easier! From intake to time management, I don't what we'd do without them!

Everything you need when you need it

Apr 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I have been using Clio since December 2015 and have found it does everything our small firm needs. Customer support is top notch and it is a great product.

Best investment for my firm.

Apr 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support

Comments: Since I started my practice - right out of law school, I've saved countless hours through Clio in terms of billing and organizing files.

Clio Makes Life Easier

Apr 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Easy to use, detailed

Cons: n/a

Overall: As a solo time is precious. Clio completely revamped my practice. Makes more efficient, focused and an overall better lawyer.

Recommendations to other buyers: n/a

Clio Works

Apr 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Clio is great for our law firm. We are a small firm with 4 attorneys. Clio helps us keep track of day to day interactions with our clients, meetings, time, etc.

Clio is the class of law practice management software

Apr 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. Calendar and task list functions. Time keeping and billing functions.

Cons: I have not yet found a function that I find to be problematic.

Overall: I have done extensive research on the law practice management platforms on the market as I teach Law Practice Management and Technology at a local law school. I actually use Clio as a platform through which I teach my class as it is the best example of a comprehensive law practice management tool available. My students in class, and the attorneys at my firm, find the software easy to use and broad in its application. I strongly recommend any attorney look at this option before making a decision on their law practice management solution.

Recommendations to other buyers: It does get expensive as my firm expands. Perhaps a package option for a guaranteed number of subscribers?

Clio is good but could be better

Apr 02, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Extremely
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Pros: Ease of use

Cons: Allows negative transaction when there are not enough funds on account. Not suitable to track general account

Overall: A couple of pet peeves -- Clio allows posting negative transaction when there are not enough funds on account. Clio is not suitable to keep track of general account and that requires using another software. Both of these could be easily remedied in my opinion.

Pretty system, efficient to use, not always practical

Mar 30, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Clio is a joy to use relative to most legal software. None of our attorneys have any difficulty recording time, or using it as a depository for case information. At times however, it can be frustrating when basic report functions we seek are not available. Clio focuses on the shiny stuff - and it does that well. That being said, improvements are coming constantly.

Small Firm professional support

Mar 30, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its intuitively easy to use.

Cons: I wish I could have a flat fee for my practice rather than a per user fee.

Overall: Clio improved the professionalism of my solo practice. Clients can easily pay online with Clio Payments. I send professional and accurate reports on their matters. I can use the mobile app to maintain business even when I'm away from the office.

Recommendations to other buyers: No

Really great!

Mar 28, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The features that are offered by Clio are second to none. The system is easy to use. The interface is nicely designed. They offer mobile applications, which I use frequently. Can handle firms of any size.

Cons: I would like to see Clio offer more reporting options. Clio doesn't have an attorney-centric view. It would be nice to have Clio "lock in" on the fact that I always want to see reports, bills, etc. for only my matters. I don't ever need to see matters, reports, bills, etc. that don't belong to me.

Overall: My firm has been using Clio for just under 4 years. I have watched Clio grow a great deal in that amount of time. I am very pleased that Clio has regularly updated its service and added new features. Although the changeover was a challenge (what software migration isn't?), everyone in my firm now uses Clio quite happily. Of course, there are always things that I would like to see improved, but I have no major gripes. Reporting options could be more robust. It would be nice to see some sort of feature that would help to avoid duplication of contacts (a common problem for us). It is also disappointing that Clio chose to tier its services such that we no longer have access to all of the features. We would have to pay more to get access to all of the features, which we have deemed not worth the investment at this time. I can't say enough good things about their customer support. They have always been quick to answer and are ready to help us with any problems we have had. Fortunately, once we got everything converted over, the issues or questions we have had since then have been few and far between. In my opinion, Clio should be on everyone's short list for a web-based practice management system!

Recommendations to other buyers: Prior to going to law school, I spent 13 years in Information Technology. I started doing software development 35 years ago. I know what it takes to build a robust well-designed system. I spent a lot of time evaluating products before settling on Clio. I have never regretted my decision!

Great product at a great price. Please keep the features coming!

Mar 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The monthly price for Clio is well worth the price. It saves me many hours every month on administrative tasks (I used to do them without Clio, so I know how long they took) frees me up to get to my client matters and major projects. The biggest time-saver is billing, which used to take me several hours each month, but now takes only a few minutes.

Quaere, Inc. - Legal Investigators review Clio

Mar 24, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use and setup

Cons: Some limitations regarding invoicing, and time transfer from one matter to another

Overall: We have experienced some challenges in adapting our business, legal investigations and security consulting, to using Clio; however, we have met those challenges with the help of Clio and the system is working very well. Easy to use, easy to train and flexible.

Recommendations to other buyers: Overall this software has proven to be an efficiency and profit builder.

Reliape Cloud Practice Management System

Mar 24, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Reliable; cloud-based

Cons: Minor: inconsistent labeling (e.g. "Activities" and "Time" are the same dataset.). Makes training novice tough. Would like to be able to switch off unused modules.

Overall: Have used Clio for 5+ years. Solid. Reliable. EXCELLENT support. Integrates through Zapier w/Android and many other data streams. Reliable native integration, too. Very very good value/price ratio.

Recommendations to other buyers: You need to make a document management choice up front: Clio? Netdocs? OneDrive? Make that choice based on your non-Clio needs, then stick with it. Otherwise, document management becomes a nightmare.

Clio Brings It

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: They have a broad range of useful features and their people are second to none. Their vision for the practice of law is right on.

Good stuff

Mar 23, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money

Comments: I love this software. It is very easy to use and I love that there are tutorials if you can't figure out how to perform a task. However, I wish the reporting features were better.

Great case management software.

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and you can use it from anywhere you have an internet connection.

Cons: I cannot reconcile my own accounts because I could not figure out how to export everything into Quickbooks and make it work.

Overall: We went from PCLaw to Clio because our office was growing and we wanted a cloud-based software program. We wanted to be able to work from anywhere we had internet access. Clio has met all of our needs except one. I really liked being able to balance my operating and trust accounts in PCLaw. Clio does not provide for reconciliation. It is compatible with other accounting software like Quickbooks, but I found it difficult to do the exporting and have everything match up with invoicing being done in Clio not in Quickbooks. I ended up turning over my accounting side of things to my accountant. They match up my bank statements with my account activity in Clio and let me know if anything got posted wrong in Clio. I am sure, however, that those who are more computer savvy than I would be able to make it work.

Recommendations to other buyers: No.

Clio provides simple robust cloud based interface and excellent first line customer support

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple to use, business focussed, responsive support.

Cons: Some minor bugs take a while to be addressed

Overall: Our firm consists of home based professionals from many different disciplines with varying tech skills. We adopted CLIO a couple of years ago, and its worked well for us from the start. Mobile, laptop or desk based technology offer flexibility, and any training or support needs are fulfilled promptly. Updated regularly, with some useful links to third party providers.

Outstanding Practice Management Program

Mar 22, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Clio is the best practice management program/software I've used in my 15 years of practice. I love being able to sync other programs with Clio for ease and efficiency as well as access all my case info on the go using their app on my phone or tablet. Can't wait to see who they join forces with next! When I have questions, their customer support team is phenomenal and their webinars are very helpful and informative.

Better for new attorneys

Mar 22, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: It's online.
The timer can be stopped and started easily.

Cons: I spend about two (2) hours a day implementing workarounds to make the system work because it was not built for family law practice or file review. It's a good backup system but it's nothing very reliable unless you're willing to invest the time into making it work.

Overall: If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.

Recommendations to other buyers: Think about how you use your legal practice--if you couldn't go online today, this is not going to make you online tomorrow. You have to completely rework how you do things because of the amount of upload/download, import/export time that you do. This is NOT an all-in-one system and it CANNOT all be done online at this time. The next updates were pushed back until September so I don't know what will be resolved between now and then.

Vendor Response

by Themis Solutions on March 23, 2017

Hey Ashley, This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions? - Derek, Clio Community Manager