Clio

4.7 (1,631)
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Cloud-based legal practice management software

Overall rating

4.7 /5
(1,631)
Value for Money
4.5/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support Software
4.7/5

94%
recommended this app
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1631 Reviews

Stephen
Stephen
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Fantastic Practice Management Solution

Reviewed on 06/07/2019

Pros

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Cons

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Josue
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Get It. It's Literally A Lifesaver.

Reviewed on 24/10/2024

Great! The people and the organization are great, and they're constantly giving as a company. They...

Great! The people and the organization are great, and they're constantly giving as a company. They give you resources on accounting, technology, business building, client management, time management, everything you can think of to run a business as an attorney. There are SO many things you can do with Clio, I'm just scratching the surface. And they're still improving and adding more things on! It really is the best thing in the world for what you're paying. I 110% recommend Clio to any attorney in the world; it's the best thing since sliced bread, and it's truly a lifesaver.

Pros

Easy to Use, Does literally everything I can want as an attorney. Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc). Very quick response time from their tech support, and most of the people are very nice and courteous even if they can't help you with what you want. The fact that they continuously update, make changes, and add features that we either wanted or didn't know we wanted until now, especially for such a low monthly price.

Cons

The aesthetics of some of the features. Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite understand as a lay person haha), but these can likely be solved by talking to tech support. Some of the tech support people aren't that helpful, or will refer you to call their hotline so they can set up a Zoom call so you can share your screen and they can see the problem, which takes a whole lot longer than I would like. But generally they do solve the problem pretty easily.

Kathy
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

You cannot rely on anything that employees of Clio tell you to be true.

Reviewed on 20/01/2023

Onboarding was a nightmare, with technical glitches that caused hours and hours of additional work...

Onboarding was a nightmare, with technical glitches that caused hours and hours of additional work and clean up. Syncing our contacts resulted in the destruction of our already used and curated list. Misrepresentations were made by salespeople as to what the software was capable of doing. As a result of all of that, we were made reasonable promises, in writing, as a condition of our not quitting Clio right then, and cutting our losses and time. Now, the first time a change has come up where that promise needs to be implemented, we were told it would not be honored. This resulted in many more hours of back and forth with "customer service". We have wasted two years of integrating our firm with this company, which we now have to undo to go to another service, costing us untold more hours of work. If they had not offered these promises, we would have left Clio during the onboarding process. Although we would not have been happy with our experience with Clio, we wouldn't have felt as strongly about not doing business with this company. Now, we have no option but to leave this service, because we cannot continue to do business with a company that places such little value on their clients and on the promises that they admit were made.

Pros

I have nothing positive to say about Clio at this time. Integrating our firm into their software was a major learning experience, which will guide me with the next software I choose.

Cons

The items added in the time that we have been with Clio have caused no improvement to our use of the product, although they use these additions as an excuse for raising their prices significantly. The "client portal" that they added does not even allow you to see if clients have viewed documents, which their old version did. Their new payment system only adds to their profits, so why would they utilize that as an excuse to pass on additional costs to their clients?

Alternatives Considered

Rocket Matter and CARET Legal

Reasons for Switching to Clio

Even though Clio was more expensive than our other final possible choices, we were made representations about what this software could do that exceeded the other offerings in assistance with our needs. However, once we started with Clio, we were immediately told that some of those representations were not functions of Clio at all.

Response from Clio

Hi Kathy,
I'm very sorry to hear that about your experience with Clio. A member of our team is contacting you directly with you to work through these challenges
Kind Regards,
Jessica

Christine
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great Product and even better customer support

Reviewed on 24/10/2024

Overall, Clio has been great. Customer support has been amazing and quick to respond and provide...

Overall, Clio has been great. Customer support has been amazing and quick to respond and provide assistance in resolutions.

Pros

Clio has been great to track billable time and expenses, and sharing documents (including LARGE attachments like videos.). Calendaring is great as you can link the event to a matter and invite users, including clients and other parties. Setting reminders is also great to help you take on task and meet your deadlines. Customer support is very responsive, and helpful. Clio Grow has also been great to use, wish the editing of the documents and forms was more user friendly--it has already gotten better since we started using Clio (there is now the ability to add a table!)

Cons

There have been bugs that have taken some time to correct. Timer issues (starting and stopping, you need to really pay attention that it is properly recorded this); additionally, the Clio calendar becomes un-synced with out Outlook calendar(s) and that is a huge issue (currently) as we have to double record.

Laura
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Highly Recommend!

Reviewed on 24/10/2024

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

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

Pros

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

Cons

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

Veronica
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Best legal software I have ever used!

Reviewed on 24/10/2024

I have had nothing but great experiences with Clio

I have had nothing but great experiences with Clio

Pros

i like that I am able to streamline the intake process in Clio Grow and then pass the baton to my colleagues seamlessly in Clio Manage and Clio Draft

Cons

There are still some things that need improvement, but i love that the support team is always so helpful and try to find workarounds for me, and then they take our suggestions seriously and send those to their design team to try to figure out how to put those suggestions in action.

Nicholas
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great Comprehensive CRM Platform Geared towards Legal Work

Reviewed on 25/10/2024

Overally, I've been using it for a few years now with my own firm. I used it at a few previous...

Overally, I've been using it for a few years now with my own firm. I used it at a few previous firms and I don't ever really see myself changing.

Pros

I like that it is a comprehensive CRM system that is geared towards legal. I can invoice with it, add new clients, retain documents, generate documents, you name it.

Cons

I think some features could be a little more user-friendly, but I think they are constantly working on that. It takes time to get all the bugs out of any technology.

Charles
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great Experience

Reviewed on 28/10/2024

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

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

Pros

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

Cons

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

Alex
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Clio: A user friendly practice management solution.

Reviewed on 24/10/2024

Enjoyed it’s intuitive interface and comprehensive organization, platform is easy to access client...

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

Pros

Keeping accurate billing on my desktop and mobile phone.

Cons

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

Kris
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 3.0 /10

I love Clio

Reviewed on 16/10/2024

Pros

Clio is an amazing firm management too they always works

Cons

Clio is a little antiquated in its features

Stephen
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Changed my practice

Reviewed on 20/06/2019

Pros

Clio has been a game changer for my practice. Before I would write my time on a sheet of paper (sometimes any paper within reach) and hope it got entered at some point before the end of the month. Now, I immediately enter my time either on my computer or iPhone. A phone call, client conversations, anytime I work on a file it immediately gets entered into Clio.
At the end of the month, Billing is a breeze. I am able to see all of my Billable Clients for the month and with a few clicks, they are all sent out by either email or Clio Connect. My clients can pay with their credit cards, and many times they have paid overnight before I even get to the office the next day. I remember when I first switched to Clio about 80% of my accounts receivable paid within the first week.
My clients also like the billing detail with separate time, attorneys, and expenses. I have been able to create custom invoices to comply with some of my government contracts, which require invoices to look a certain way.
We are also big fans on the integration with Office365. The software automatically creates a client folder on OneDrive when a new matter is opened. This has been a huge help in keeping everyone working on the same files and storing documents in the correct client folder. Also, the Outlook plugin has been great to keep all emails received and sent copied to the client's matter. I do not know how many times I have easily found an email related to a client matter.

Cons

I wish there was better integration with Infusionsoft (now Keap). There is a way to connect using third parties, but it would be nice to only enter client information once.

Lucy
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • 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.

Peter
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

All I Need

Reviewed on 20/10/2019

Terrific, a true game changer!

Terrific, a true game changer!

Pros

Clio provides an all in one suite of applications that are necessary for my law firm to operate. We used to rely on a stand-alone billing software program for our billing and time-tracking. Of course every computer or user we added cost us more money on top of the software itself. When the software became outdated and no longer supported, we had to purchase the latest version. We also relied upon emails to assign tasks, and give each other messages about the cases we were working on together- without a centralized location for the team to track and review each other's notes and progress, each member had to rely upon their own notes, memos, emails, etc. This was inefficient and time consuming. Another fun part of my day was searching for contact information of opposing counsel on particular matters. Often times I would search emails, review the documents on a case, or review documents in the file to get the contact information I needed. Calendaring was also an administrative hurdle. Entering dates in a separate software system led to disorganization, and required jumping around from one program to another to manage information and learn where attorneys were supposed to be.
Clio puts all of these functions , and more, under one roof. It has made the work flow in my law firm seamless, efficient, easy, and organized. Clio does it all, and I am truly grateful for this product.

Cons

I would like it to be easier to review the billing entries of other users in real time.

Tanya Mitchell
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Clio has changed my life!

Reviewed on 04/02/2020

My CFO's timed has been freed up tremendously because we now bill with Clio and she does not have...

My CFO's timed has been freed up tremendously because we now bill with Clio and she does not have to enter time from all users into a similar computer software. We all can work from anywhere and capture our time with the Clio app! Love it!

Pros

I love the functionality of Clio, and how we can manage time for each user on multiple devices. I not longer have to keep up with my start time for a task, my completion time, the calculation with what portion of an hour was teh time, or completing timesheets for a billing professional to then enter into a software to generate client invoices. Additionally, the billing process has been simplied and can be run from any computer. Further, the ability to keep up with each staff member's productivity is AWESOME! Clio has definitely changed my legal life!

Cons

Getting acclimated was sort of difficult because my rep was new at the time. The regular support team helped us with the remaining onboarding.

Alternatives Considered

MyCase

Reasons for Choosing Clio

We needed the flexibility that Clio offers for billings. We also have Clio Grow, and it has made new client intake a breeze!

Switched From

Sage Timeslips

Reasons for Switching to Clio

Clio had better customer service and unlimited storage space for documents.
Matt
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Best in class

Reviewed on 08/12/2022

I operate an entirely virtual law practice. Keeping all of my workflows and processes in the same...

I operate an entirely virtual law practice. Keeping all of my workflows and processes in the same ecosystem helps ensure consistency and efficient operations.

Pros

The single best part about Clio is the user interface. You can't overestimate the drain on your organization and your end-users by poor UX design. Clio is intuitive to use, and easy to customize. Their chat support is the best of any product I've used, in any category.

Cons

The in-app document management isn't great. It's good enough, but most users will want to integrate with an existing DMS.

Alternatives Considered

CosmoLex and Actionstep

Reasons for Choosing Clio

Cosmolex had a less intuitive UI and didn't allow for batch changes, which makes it hard to iterate and improve. Actionstep has great automation potential, but didn't allow me to charge a second sales tax which is mandatory in my jurisdiction.

Switched From

CosmoLex and Actionstep
Michael
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Great all around product with open API

Reviewed on 24/02/2023

Clio has been great and this is likely the last case management software we will ever use.

Clio has been great and this is likely the last case management software we will ever use.

Pros

There is no such thing as a perfect legal case management software. There is nothing that is going to do everything the way you want it and Clio is no different. However, clio has numerous thrid party integrations. If this software doesn't do something there is probably something else out there that will fill in the gaps. However, what really makes clio great is its easy to use Open API. I have a saying with automation. Where there is a will there is a way and this API makes that possible. If there is something you want to have done or want to automate Clio's open API makes it possible.

Cons

There reporting could use some work although they have made some improvements. Some of their bigger improvements can take a lot of time. However, there are always making consistent and regular improvements. It does seem like at times they will make a partial release but complete release or complete functionality can take a back seat.

Alternatives Considered

CosmoLex, MyCase, Actionstep, Tabs3, and Centerbase

Reasons for Choosing Clio

Amicus Attorney got bought by Abacus Next and service went downhill. There were MANY improvements that were needed to the product but they were slow to update and there were a lot of integrations and features missing. I switched to clio because I knew I could get it to do what I wanted within reason by use of integrations and their open API.

Switched From

Amicus Attorney

Reasons for Switching to Clio

The easy to use open api and robust list of thrid party integrations
Jim
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • 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

MyCase

Reasons 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.
Markell
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Easy Peasy

Reviewed on 12/12/2023

We really have benefitted from our switch to Clio: we are able to track files better, share...

We really have benefitted from our switch to Clio: we are able to track files better, share calendars better, and invoices don't get forgotten anymore.

Pros

We love the invoicing the most - we are sure we have re-captured getting paid for many files we used to not be able to track and get paid for. Now we can send an invoice online and get paid online too. Making a bill is quick and easy, and our staff even thinks fun!

Cons

We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to attach files to emails, so we didn't end up doing this. Also, when sending an email from Clio, I would prefer that it auto-saves it to the Clio file.

Alternatives Considered

Zola and MyCase

Reasons for Choosing Clio

Amicus was "clunky" - it was not cloud based, didn't connect with our cell phones (so we couldn't see our calendar), and document management and billing was not easy.

Switched From

Amicus Attorney

Reasons for Switching to Clio

The look of the software was very clean and we loved the ability to code different types of events on our calendar by color, that is how we organize our files. It was intuitive and easy to use, while not offering an overwhelming number of services we didn't need.
Cassandra
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great Product!

Reviewed on 23/01/2024

I have used CLIO at two other firms and brought it on to Story Law. Was the best decision we ever...

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

Pros

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

Cons

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

Alternatives Considered

MyCase

Reasons for Choosing Clio

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

Switched From

Sage Timeslips

Reasons for Switching to Clio

Ease of use. All-in-one solution. Timeslips is a completely separate systems resulting in double-entries and lost time. Clio is easy to navigate and understand.
Joseph
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • 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-

Lee
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

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

Reviewed on 11/08/2017

Once started I was committed to use it until I have time to find a better alternative. Capterra.com...

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.

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.

Response from Clio

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

Candace
Candace
Overall rating
  • Used Daily for 6-12 months
  • 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.

Stacey
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Clio was the best investment I made in the early days of my law firm

Reviewed on 15/12/2023

My overall experience has been great. I was in an incubator program with other attorneys starting...

My overall experience has been great. I was in an incubator program with other attorneys starting their own practice and, because I have Clio, I didn't have the struggles with tracking and billing that my peers had. I am glad I started using Clio when I only had a few clients because I have been able to learn as my firm has gown.

Pros

Clio makes it so easy to track of all the things that are important to me: potential clients, active clients, attorney time, billing, firm financial goals, etc. Even when my solo practice was just a side-hustle, Clio Manage more than paid for itself in time-savings and ease of use. Clio customer service has been excellent - the live help is really easily accessible for setup and problem-solving; the online articles and videos are great for on-demand help.

Cons

There is a lot of functionality in Clio that I don't use yet - there is so much that I could be doing with it, but it is hard to make time for the next new thing when I am also running a law firm. There are some add-ons that are marketed as having connectivity to/ compatibility with Clio that are redundant and don't make sense for my practice: for, example, QuickBooks will talk to Clio but the billing and tracking were redundant with what was already happening in Clio (I already billed through clio and I didn't need to do it through QB; and I can categorize spending through my actual bank accounts, so I didn't need it to do that, either). The only thing QB did that Clio didn't *already do* was deal with (part of) payroll for my one assistant (then I found out QB was incorrectly calculating my state worker comp amounts and I dumped QB and got a bookkeeper to help with my employee needs).

Amy
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Satisfied Clio user for 5+ years, recently purchased for additional firm

Reviewed on 10/09/2020

I am very satisfied with Clio as an online time management option. If you want/need to be 100%...

I am very satisfied with Clio as an online time management option. If you want/need to be 100% in-the-cloud, I would choose and recommend this program most highly to other firms. I prefer it to Bill4Time, CosmoLex, TimeSlips (not online). It also has things I like better than Prolaw (which also is not online).

I don't use many of the advanced features Clio offers like integrations, Clio payments or even calendar, tasks because of the way may firms are set up. So, I can't speak to those features.

Pros

I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used. If you want to get up and running, like, literally, now, you can purchase Clio online with a push of a button and have open matters and clients/contact in minutes. I originally chose this product 5+ years ago for a small firm I manage, after looking at most of the online time management products on the market. I chose it specifically because it seemed the easiest in which to enter time. One of the attys I work with isn't great with a keyboard. Clio time entry required the least amount of effort, was the easiest to navigate and simplest to look at. But after using Clio, as well as, other online time management products (I manage a few small law firms), I really appreciate the easy of creating and EDITING invoices, which I do extensively at my firms. Lastly, I recently utilized Clio's FREE migration services to move from another online software, which I did not like. The migration took one hour on the phone, one day for them to migrate, and was pretty seamless! I've migrated data a few times (Prolaw and CosmoLex) and this was by FAR the easiest. The customer service is always great, even though I don't have to use it often because Clio is so simple to use.

Cons

Only 1. I haven't mastered LEDES ebililng on Clio yet. At one of my firms, we do only LEDES98 ebilling. If you don't know what this is, stop reading, you will not experience this minor Con. I am having trouble perfecting the LEDES98 txt files and uploading them. Granted, this is my first month of e-billing on Clio at this firm, so I'm sure customer service will correct it for me. It's just that a few other time management programs I have used had no LEDES glitches and uploaded perfectly the first time.

The price is also high for small firms. But all online billing programs are.

Ryan
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

Fallen far from grace

Reviewed on 23/04/2024

Awful. They look great at first glance given the supposed breadth of features they have, but when...

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

Pros

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

Cons

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