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1524 Reviews

- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Clio is the Leader of the Pack
Reviewed on 09/10/2019
I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with...
I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with the direction they have taken the product and I can't wait to see what else they come up with!
Pros
Clio is repeatedly at the top of the charts for available features. Clio is constantly working to improve their service and adding new features and functionality. We have had no problems to speak of. Any issues that we have had have been related to finding a particular option or feature.
Cons
I wish that Clio would support more advanced document generation. At present, it just does mail-merge-type generation. Substituting fields in Clio with a field indicator in a Word doc. I would love to be able to get rid of HotDocs and use Clio instead, but it just can't match what HotDocs can do. The other feature that I wish it supported is the ability for external uses (clients) to fill out forms or data, which can then be stored in Clio.
Alternatives Considered
Rocket MatterReasons for Switching to Clio
Clio has more features, functionality, and integrations than the competition.- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Implementation is tough
Reviewed on 03/07/2023
It's cheaper than our prior system. It has more functionality than our prior system. It has tons of...
It's cheaper than our prior system. It has more functionality than our prior system. It has tons of integrations with other programs, so we're using it for marketing and robust document generation. We're hoping to get the task sets and workflows set up soon to streamline file opening and operations together with finance and trust accounting.
Pros
Custom sets of templates for client types and matter types is great. There are tons of integrations with so many other programs to add functionality is dizzying. We're still learning all this program can do and trying to maximize our use of it through best practices, but we're very hopeful and optimistic that it's going to make our lives much easier and more organized.
Cons
The implementation by Clio has been less than stellar. They've tried to integrate spreadsheets of information from our prior practice management software, plus other sources to get all of our client and matter data into the program. But getting the data migration specialists on the phone has been difficult. We noticed that one phase of the migration had not gone correctly, so we called and e-mailed like mad to make sure they wouldn't go to the next step of migration until we could get that prior data fixed. They ignored the calls and e-mails and went ahead with the next step. So that just compounded the problem by about 10,000 times. Now, we're having to go back through our spreadsheets to clean up the data again. Then they're going to have to somehow undo the migration steps they've taken already. Then we'll try it again. We've been using it almost 90 days, and we're still not at full usage yet, because the migration is so messed up.
Reasons for Choosing Clio
Firm Central hasn't been updated or given additional functionality in well over 5 years. No one else uses it, and it has no integrations with or support from third parties to add any more functionality. West has practically abandoned the product entirely. If they don't want to keep supporting it, then why should we keep using it?Switched From
Firm CentralReasons for Switching to Clio
It had a larger installed user base with more third-party integrations and third-party consultants available for use in assisting us to migrate and implement it. Also, our outside accounting company is more familiar with it than any of the other programs.- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 1.0 /10
There has to be something better; going downhill for solos
Reviewed on 09/02/2017
I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small...
I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small practice firms. It has increasingly become more cumbersome and takes longer to calendar and bill than I would like. The interest feature on the billing can only calculate simple interest. Once you enter the interest formula, there is no way to disconnect it so you are left to manually delete all of the entries. They have changed the billing process from a process that once took about an hour to taking about 3 hours. A bill is generated and placed under the Draft tab, you can view it, edit it, submit it for approval (a waste of time for a solo), or approve it - so I view it, see it needs to be edited, and click on edit, the bill comes up for editing, then once you've completed it, you hit Approve - and nothing happens which is new - you either can hit the go to bills Awaiting Payment link, or click on the Awaiting payment screen -- from there, you are forced to sort through all of your accounts receivable to find your newly edited bill. Once you find the bill, then you can Receive Payment from the trust account - but be careful since if your client has $500 in trust and the bill is $1000, the trust payment will pop up $1000, which you know is inaccurate, so you have to do another edit. Then the bill drops out of view and you either have to return to Awaiting Payment or Paid tabs - search through all of the other bills, find your bill, then you can download it - print it, or save it, and then email it.
If you want to enter a new appointment, you can do so on the calendar, but if you want to create a method to track the new client, you have to go to another tab to set up a matter, you can only input the client's name, not the address, not the phone number, not any other stuff that should appear at this point, in my opinion. Then you add in your number. Then you have to track down the name you just entered and try and add in addresses, phone numbers, email addresses. The process is incredibly time consuming.
Pros: Cost
Cons: Overly rigid, designed for those who have a data processor employee, time consuming, not customer service oriented - was marketed for solos/small practices and this is not the case any longer.
Pros
Web based program and cost.
Cons
Rigid, time consuming process. So many things don't work and the process of finding a work around is cumbersome.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Great for Billing Employees
Reviewed on 31/07/2023
Very good. The software captures exactly what a law practice really needs in order to bill clients....
Very good. The software captures exactly what a law practice really needs in order to bill clients. This is a no frills software if you are looking for something straightforward.
Pros
Clio is easy to use. I can easily track time and track it in the appropriate matter. There's nothing tricky about how to do it. Easy to learn!
Cons
The layout could be more modern and colorful. But that is not that important.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Excellent Management Tool
Reviewed on 20/01/2023
Clio has been an excellent tool in keeping my law firm organized when it comes to time management;...
Clio has been an excellent tool in keeping my law firm organized when it comes to time management; billing and collecting receivables from clients.
Pros
The ease that it is to use and the service team that answers every question.
Cons
The document tools are a bit complicated. I would use the document tool more with a zoom class or in-person tutorial.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
The whole system in one spot
Reviewed on 14/02/2023
Initially, this was a turbo-powered Italian sports car for a novice driver; it had far more tools...
Initially, this was a turbo-powered Italian sports car for a novice driver; it had far more tools than I needed. Over time, we embraced the CRM integration, document integration, and began to leverage processes though the use of CLIO.
Pros
We like the CRM/case management integration and the ability to use templates. We have a real estate and estate planning practice, both of which lend themselves to form documents, and we have further customized documents through integration with the CRM component to auto-populate documents.
Cons
My only issue is the way “non-billable” does not get shown on the invoices. I believe it is critical for the client to see this.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
REview
Reviewed on 11/01/2023
Overall excellent - they do come up with new updates and features annually
Overall excellent - they do come up with new updates and features annually
Pros
The ease, the support can not be compared. Training videos were accessible, user friendly, one place for our firm to work on daily basis in all aspects.
Cons
Some of the features need more customization - tasks - we upgraded to the highest tier and still takes time to input the data and follow life of the task. Would be easier if you had one task and were able to add sub tasks, ie: draft legal opinion, partner review, pending client approval. Reports need to be more robust and able to customize
Alternatives Considered
Rocket MatterReasons for Choosing Clio
Firm Central was inadequate, and did not meet our needsReasons for Switching to Clio
It was back in 2016 so I dont remember them all- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Excellent Tool for a Solo/Small Law Office
Reviewed on 24/02/2023
My experience has been good. Clio is never an impediment to productivity; its more like a helpful...
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.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Clio is the best Case Management System I have used and I would highly recommend it!
Reviewed on 20/01/2023
Clio is Great, and my experience is amazing so far! I love customer support and their knowledge and...
Clio is Great, and my experience is amazing so far! I love customer support and their knowledge and great help every time I contact them.
Pros
What I like most is the way it makes my practice easier, saves time, and it constantly improves! The Clio team is incredible, always listens to its clients, and constantly develops its product.
Cons
I would love more options in the mobile app, like editing the matter, billing, etc. I hope that these features are coming soon. Also, as I am in Canada, I am looking forward to using the documents fill-out option, which is currently only available in the USA.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Excellent
Reviewed on 05/10/2023
Sale time is good, they persuade the customer until their product is sold. Good salesman.
Sale time is good, they persuade the customer until their product is sold. Good salesman.
Pros
Clio is good for small firms. All features are easy to use, I note reconciliation of office account is not available.
Cons
A lot of improvement can be done, currently I am new to use Clio, I shall give updates to improve it further
- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Great functionality and awesome customer service
Reviewed on 20/02/2020
Clio has allowed us all to access information we need from one place and pull customized reports...
Clio has allowed us all to access information we need from one place and pull customized reports that allow for better business planning. Honestly, it's one of the most user friendly client database software that I've ever used.
Pros
What I like most about Clio and it's developers is that when there is a feature you believe would be a great enhancement and you suggest it to them, it seems like not long thereafter you have that enhancement.
Cons
I cannot think of anything I don't like, honestly.
Alternatives Considered
MyCaseReasons for Choosing Clio
Abacus was too burdensome and very expensive for what you got with the software in my view.Switched From
AbacusLawReasons for Switching to Clio
We were invited to their annual conference the year before we purchased it so we could speak to others using it and speak to the developers of the software. We've been back to their conferences several times thereafter!- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 2.0 /10
Why Clio sucks and you'll only find out after investing far too much.
Reviewed on 26/08/2022
Eh... I should have cut my losses instead of hoping they will fix the glitches.
Eh... I should have cut my losses instead of hoping they will fix the glitches.
Pros
The HelloSign integration is the only reason I stay. It has the benefits of any basic CRM.
Cons
Customer service is horrendous. Sure they are polite and quite courteous in fact, however, it's like speaking to a brick wall. It's like everyone's drank the cool-aid. They avoid the acknowledging system limitations or errors like the pliegue which obviously comes from the top. There are far better CRM programs with true automation for far cheaper instead of the patch work of products branded as Clio. I could get the same, if not better, effect with Zapier.
Yes, I'm bitter because I've invested thousands of hours and dollars and now I'm stuck. As a sole practitioner, I do not have the money or man power to start all over again. I tell ALL my peers they are much better off using Dubsado and HelloSign than Clio. Tyring to get technical support is a time suck! The level of work/investment needed just to get the first tier customer support familiar with the product then explaining the issue is not worth addressing it AT ALL! They obviously receive minimal training and have NO real comprehension or experience with the Clio products themselves. It's like they are afraid to admin they don't know or they don't understand. They are just key word searching in the help index which I've ALREADY DONE!
Reasons for Choosing Clio
Cost, ture email and workflow automation, questionnaire customization, it's just a far superior CRM.Switched From
DubsadoReasons for Switching to Clio
I believed the hype and the sales pitch. Just because is cost more doesn't mean the company has invested that into it's product. They just have a larger marketing budget.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Easy to use and great support
Reviewed on 20/09/2019
The overall experience has been an absolute pleasure. I love it! It makes time recording, billing...
The overall experience has been an absolute pleasure. I love it! It makes time recording, billing and credit control very straightforward. It sets out the matter and client information in a very simple and straightforward manner. Support is great too which makes a big difference. Everyone who has joined our company has got on with it with just half an hour of general training. Nobody complains about it.
Pros
Clio is very user-friendly and intuitive. Even if you do not have experience or training on Clio, there is a certain about of functions which you can work out how to use but by having a play with the system. Time recording is very straightforward and it makes our billing easy.
Cons
Downsides are: there is no currency conversation; cannot split invoices on one matter (e.g. we have to 2 or more entities responsible for payment say, 50/50, but there is no way of automatically splitting the invoice; no summary front sheet for an invoice.
- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Solo Attorney Highly Recommends Clio
Reviewed on 19/08/2019
Clio has made me much more organized and efficient. My billing process is easier and smoother and...
Clio has made me much more organized and efficient. My billing process is easier and smoother and I keep better track of accounts receivable. Much easier to track the progress of a file and leads. It is easy to share documents and communications securely with clients
Pros
Clio software is comprehensive and covers everything that I need as a solo attorney to keep my practice running smoothly and efficiently. Clio Grow is a new feature that helps me track leads, lead sources, the intake process, etc. It is very comprehensive and is easily merged with Clio Manage. The Clio help desk is excellent. Answers are always spot on. If they cannot fix my problem, they will honestly tell me that Clio does not have the capability that I'm looking for and they will offer to submit a request for that capability to be considered in the future. Clio is always looking to address customer needs.
Cons
Does not have all of the capabilities that I need but has most of them. Sometimes the queue for the help desk/chat is rather long.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Why I find a Clio essential
Reviewed on 02/01/2020
Terrific.
Terrific.
Pros
Why I find a Clio essential Is as a sole proprietor of a small business, Clio operates as my check and balance. The small law firm I was at prior to going on my own used Clio and while I do not use all the features because I do mostly appointed work, the features I do use are essential on assuring me I am on top of my game 99.44% of the time.
Cons
As a very busy person, what I like least about Clio is it operates as a reminder to me that I could probably do a lot more if I ever took the day or two to get all the educated on how to do some of the things I do in a rather long handled manner. I am 60 years old and have been a lawyer for 33 years. I recommend Clio to many of the young lawyers I know just starting out or only a few years in the practice to help them ensure themselves they’re keeping track of their time, their appointments, their clients etc. I point out any problem I’ve ever had with Clio was quickly addressed and fixed and that I couldn’t be happier. I have to tell them that if I was them and had their computer skills and knowledge this thing would operate all necessary prompting for me I have to tell them that if I was them and had their computer skills and knowledge this thing would operate all necessary prompting for me.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Clio Review
Reviewed on 24/06/2019
My overall experience has been positive. There are plenty of resources for day to day activities...
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
AbacusLawReasons for Choosing Clio
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.Switched From
Sage TimeslipsReasons for Switching to Clio
Price difference I believe, but I honestly don't remember if there were other reasons as well.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Clio Review 2023
Reviewed on 11/04/2023
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
MyCaseReasons for Switching to Clio
While others had better out-of-the-box start-ups, Clio showed better growth opportunities along with easier implementation for users.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 0.0 /10
Initially very promising, but recently quickly deteriorating
Reviewed on 12/11/2020
(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1...
(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
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 4.0 /10
Better for new attorneys
Reviewed on 22/03/2017
If you're not used to a system, this can be made into a good system for you. There are a lot of...
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.
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.
Response from Clio
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
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Clio at a mid-sized, full-service employment defense law firm.
Reviewed on 24/03/2023
Overall, Clio has been a good choice, and has increased our efficiency as a firm. Due to the sheer...
Overall, Clio has been a good choice, and has increased our efficiency as a firm. Due to the sheer number of solutions that Clio provides, we have been able to unify many processes, and scale accordingly as our firm grows. Two years ago, Clio did not offer document management that was robust enough to compete with Dropbox, which is why we use a combination of the two for our practice. However, with Clio's development, if we were evaluating this today, we may have moved our document management to Clio as well.Clio has a lot of flexibility to cater to the processes you need, however, with flexibility does come work. It can take time to setup and upkeep continual maintenance. Lastly, I do want to mention the personnel at Clio. Due to my position, I have interfaced with a lot of personnel at software companies. To date, Clio's staff has been the easiest to work with. In general, they are always very pleasant to speak with, respectful, and interested in helping you.
Pros
The Clio Manage product offers an excellent practice management tool with enough flexibility that we can continue to develop new solutions to any hurdles we face. Primarily, Clio has been instrumental in:-Time Tracking-Data Base Management - for clients, opposing counsel, judges, mediators, etc.-Case Management-Invoicing-Data Analytics - for performance metrics, financial projections, etc.
Cons
Clio offers a lot of powerful solutions, but is not 100% comprehensive. Often, when Clio is missing a feature, support will add it to their list of "feature requests" to be implemented in the future. While I fully appreciate Clio actively working on new features, some of the roadblocks we have hit feel surprising considering the software is built for law firms. This is mentioned in a previous section, but one of our current issues is in our pre-bill review. When discounting line items, they must be discounted at a percentage, rather than a dollar amount, which was not a problem we had faced in previous software.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Clio is an essential part of this law firm
Reviewed on 25/07/2019
Pros
Having direct access to the company, and the developers is a huge benefit to using Clio. If there's something that's not quite right, there's usually an easy fix or workaround, and you don't have to wait around for days or weeks to get a response from support. As far as the software itself, we love the nearly limitless integration ability of Clio, and the fact that they're always adding/improving features, like CourtRules, which is essential to our litigation practice.
Cons
We've been powered by Clio since 2011, and at the time, subscription software was a new concept, which took me a while to warm up to. Eight years later, however, everything requires a subscription, so this is a non-issue. I can only think of two things that I wish Clio would come up with a fix for: (1) ability to merge duplicate contacts; and (2) bring back the ability to have a less expensive subscriptions for non-attorney users.
Response from Clio
Thank you for the feedback, Joseph! We've shared your feedback with our Product Team. Though a one-click merge contact option isn't currently available, the steps listed here will help you achieve the same results (hope this helps!): https://support.clio.com/hc/en-us/articles/115002325034-Is-There-a-Way-to-Merge-Contacts-

- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Best in Class for Small Firms
Reviewed on 29/08/2019
In addition to what I wrote above, Clio Management's customer service and technical support are...
In addition to what I wrote above, Clio Management's customer service and technical support are great. They are still working out the kinks on the Clio Grow side after acquiring Lexicata (which I also used and was happy to see integrated). I am excited to see what improvements they have in connecting up the two systems.
Pros
I've been using Clio since 2010. I have tried other software over the years. I also originally had to use other software that integrated with Clio, but slowly have been able to reduce subscriptions as Clio built out features. Clio is the best in class, affordable, and the software around which I ultimately chose to build all my systems. I like that Clio allows me to manage the entire client file, including documents and emails, bills, and file shares, all within a single integrated system. Less software is cheaper, easier to manage, helps me capture details, and requires less employee training and management.
Cons
Clio still has some features and kinks to work out. Not everything is intuitive. Its plugin with Outlook is a little slow and I don't like that it strips the attachments from emails when placing them in the file. There still isn't enough flexibility in fee arrangements. It could improve the marketing side quite a bit. And I wish you could edit billing entries in bulk a little easier (especially if you made a mistake in one edit, it doesn't save and you lose ALL your edits -- super annoying). That said, all of these bugs and annoyances get addressed by Clio over time. They continually improve and grow the software. So I don't feel that there are any fatal flaws; just quirks that you learn to work around.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Clio's billing system
Reviewed on 15/11/2019
Overall, our experience with Clio's billing system has been positive - everyone likes the time...
Overall, our experience with Clio's billing system has been positive - everyone likes the time entry. We are glad we went to Clio, its so much better than that other program we had been using.
Pros
We got Clio specifically for its billing program. Its great that everyone can enter their own time into Clio. I like how Clio does “macros” [they call them “text snippets”]. They work without having to use a code key.
The software is easy to use – for someone like me who is not a bookkeeper and hasn’t done a lot of billing before, it takes a little while to learn how to use it correctly, but once you know how things work, it’s a breeze. The very best thing about Clio, though, is its support staff! They are all great – it doesn’t matter who I’ve talked to they are all quick at getting to the root of my problem and showing me how to fix it. I have called other companies asking questions about their software and sometimes you just don’t believe what they tell you. It has never been that way with Clio – every one of their support staff is very knowledgeable and can quickly set you straight!
Also, Clio is open to suggestions from us and when they get a certain amount of inquiries asking if “they could change this or that”, they will work on it. We have been using Clio for 2 years next month and there are a couple of things they have implemented that we had requested, which is really cool!
Cons
Spell checking in the billing software is not what it could be – it does have the little red underlines if it thinks something is misspelled [like Word], which apparently is easy for some people to ignore. It would be better if Clio had its own dictionary and didn’t depend on the one in the browser. In order to do spell checks, we have to: export the time to a CSV file, spread out the column for the description, run a spell check and remember not to correct the errors there, but go back and find each entry in Clio and correct them there. It’s a little time consuming, and depending on how many typos each person makes during the month, it can be very time consuming, but its much better than reading the draft invoices word for word and finding the errors that way. It would be great if Clio could add spell checking so that it can be run in Clio without having to export and go back and forth.
The only other “con” we have with Clio’s billing system is with discounting invoices. It is very easy to discount an invoice by percentage or a dollar amount, but Clio only applies discounts on the total amount of the invoice, including client expenses, not on time spent only, so we usually put in a dollar amount so the discount comes out to the amount we want it to be , although Clio still applies that amount to the entire invoice.

- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
I have been so impressed with Clio. There is so much it can do and the customer service is...
Reviewed on 16/03/2018
There are too many to mention. I was only looking for conflict management software and didn't know...
There are too many to mention. I was only looking for conflict management software and didn't know if I needed a case management software because I am a solo attorney that is just starting out. It turns out that Clio does so much more. The timer feature lets you track work on different matters and easily switch to a different matter when a phone rings or interruption happens. You don't lost time. The billing is clean, neat and easy. After that you can move on to so many other options -- document automation, cloud storage, phone logs, email logs, quick and easy email drop. I have been here less than a year and I wouldn't switch. I am so pleased with Clio and how it makes the business end of practicing so much easier.
Pros
What is best? There is so much. The Dashboard (to see instantly how the I am doing, and for each client so I can see how much time and billing has occurred on each matter and easily find the information I need); Time keeping, invoicing, secured email, email drop (to easily put emails into client matters in Clio and free up inbox space, ) and DOCUMENT TEMPLATES with Custom Fields -- I have automated my engagement letter, a basic client letter, will forms, POAs, etc. It saves so much time. To write a letter and not have to look up an address or block/copy it is so nice. You generate the document and edit to start typing the body right away. It requires work on the front end but in the end it is worth it. Also, the customer service being one click on a chat icon away is great. They are so friendly and talked me through invoicing each month for the first few months.
Cons
The customer service and training videos are great but sometimes it feels like an Easter egg hunt to find out what all it can do. I spent the first 8 months just keeping time and doing invoicing. I knew it did other things but wasn't sure what and how. Once I started digging around I have been amazed at what all I have found. It has saved so much time and made things for a solo attorney so much easier. I am sold.

- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Cleo will solve all your law firm problems
Reviewed on 22/03/2021
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the...
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful. It has allowed me to free up time that's better spent on creating documents forming businesses etc.
Pros
I loved Cleo from the moment a representative gave us an overview of the software and what it had to offer. After that demonstration I couldn't wait to try the software. I love that Cleo allows you to customize the program to your specific law firms needs. There is an enormous amount of ability to customize clients billing and matters. I've never found a software like this one before nor one that allows you so much freedom to make it your own. There are two sections to Cleo Cleo grow and Cleo manage. Cleo grow allows you to enter potential new clients and track their progress as to whether they hire the law firm get referred out or don't hire the law firm. It has saved me from keeping up with two separate spreadsheets which allows me more time to work on important tasks. Once in Cleo grow you can move a client over to Cleo manage once they hire you. Once in Cleo grow everything about your client and their case is all contained on their own individual dashboard. Within that dashboard you can store communications their documents their payment transactions emails billing their time they're expenses etc. And because of the categories you can customize I'm able to enter the important information needed for their particular case and it's no farther than one click away. I have to say the Cleo support and help section is spectacular and one of the best I've ever come across. They have a clear academy which offers training on specific things you can do in the software.
Cons
The only thing I found so far that I'm not fond of with the software is the flat rate billing. Our Law Firm wants to keep track of the time spent on a case even if it's for flat fee. I'm still trying to find a way to best show this on an invoice and after researching Cleo help section they don't seem to have a real clear method of doing it.