
About Clio
Ranked #1, Clio is the leading law practice management software trusted by over 150,000 lawyers and with the most 5-star reviews.
The only legal software with 1,500+ reviews on Capterra.
Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere.
Access and manage your work in one central system - with matters, contacts, billing, payments, and everything you need in one place. Schedule a live demo to learn more.
Key benefits of Clio
Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.
- Manage every stage of the client journey and convert more prospects with Clio Grow, the CRM designed specifically for law firms.
- Get instant visibility into your firm's financial performance with firmwide and matter dashboards.
- Enable your clients to seamlessly pay legal bills online or in office with Clio Payments.
- Save yourself administrative time by using Clio to manage calendars, documents, tasks, bills, time entries, and more.
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Reviews
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- 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: 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: 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: 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
Clio saved us from MyCase
Reviewed on 01/07/2023
We love the ability to actively use our contacts to engage new business opportunities. We also...
We love the ability to actively use our contacts to engage new business opportunities. We also feel quite assured that all matters are proceeding accordingly as we are able to monitor them from a high level to ensure substantial progress.
Pros
The best thing about Clio is that they're not MyCase. They are a breath of fresh air. We were engaged in the misery of MyCase when Clio announced an informative dinner in our area. We went and were amazed by the functionality of their software. We were actually a bit aggressive with Clio as we were having such a bad time with MyCase. They managed to keep us calm and in doing so found themselves a new client. We spent the next month setting up Clio and found ourselves up and running thereafter. We detailed each monumental failure with MyCase and the support staff at Clio were astonished and assured us that they do not act like that. True to their word, the Clio staff was professional and could not have been easier to work with. The first couple of days seemed a bit shaky like we were kids with our first two-wheeled bike but after a brief learning curve, we were up and running. Any issues we had were ably resolved by Clio and we were quite thankful for the number and quality of the support staff. The days of putting a call in and waiting for a call back are over. They are a shining star in a world now devoid of customer service.
Cons
I haven't found anything I don't like about Clio yet.
- 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
Intuitive and Flexible
Reviewed on 05/12/2022
I am happy with Clio and the support they provide. It's helped keep the firm, as well as our...
I am happy with Clio and the support they provide. It's helped keep the firm, as well as our third-party answering service, organized and consistent.
Pros
The ability to integrate other software enable using other software to address aspects of Clio which are good, but not great. As an example, Clio Management's task management is good, but there is not a kanban or gantt feature, but I can easily integrate with Asana, Monday.com, etc.
Cons
Some aspects address needs in a basic manner, but are not as robust as software which is specifically designed for a single purpose. Using the same example as mentioned in the "Pros" - the task management works and can be automated, but it does not have highly specific features such as kanban or gantt.Additionally, the syncing between Clio Grow and Clio Manage could improve. The two do not sync completely - certain items (ex. emails, I believe) do not sync.Lastly, when trying to export specific sets of data, Clio is time-consuming. We had an attorney who left our firm, and providing her the information from her clients required going to each client and selecting "export" for each aspect of the clients' data (such as, emails, documents, contacts, transactions, etc.)
Alternatives Considered
PracticePanther Legal SoftwareReasons for Choosing Clio
Cosmolex is not intuitive. It took a long time for me to become comfortable with the system, and it was not worth the time and energy for getting additional people up to speedMyCase was more intuitive, but lacked integrations which could have enabled better automation than MyCase had.Clio FAQs
Below are some frequently asked questions for Clio.Q. What type of pricing plans does Clio offer?
Clio offers the following pricing plans:
- Starting from: $39.00/month
- Pricing model: Subscription
- Free Trial: Available
Clio pricing per user starts from: $39/month
Q. Who are the typical users of Clio?
Clio has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Clio support?
Clio supports the following languages:
English
Q. Does Clio support mobile devices?
Clio supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Clio integrate with?
Clio integrates with the following applications:
Box, Chrometa, Dropbox Business, Fundbox, InvoiceSherpa, Lawyaw, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, RightSignature, Xero, Zapier
Q. What level of support does Clio offer?
Clio offers the following support options:
Email/Help Desk, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for Clio.
- Legal Billing Software
- Trust Accounting Software
- Billing and Invoicing Software
- Law Practice Management Software
- Legal Case Management Software
- Legal Document Management Software
- Legal Calendar Software
- Bankruptcy Software
- CRM Software
- Enterprise Legal Management Software
- Sales Tracking Software
- Docketing Software