About Clio

Clio is a cloud-based legal practice management solution that lets you manage your law firm from anywhere. Ranked #1, Clio is the leading legal software solution with the most 5-star reviews and the only legal software with over 1,000 reviews on GetApp. Access and manage your work in one place - with your matters, contacts, billing, and more located in one centralized system. Start a free 7-day trial or schedule a demo with a Clio expert to learn more.

Pricing starting from:

$39.00/month

  • Free Version
  • Free Trial
  • Subscription

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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, United Kingdom, Ireland, United States

Supported Languages

English

Pricing starting from:

$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily.
Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device.
Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds.
Clio Software - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.
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Clio video
Clio video
Clio video
Clio video
Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily.
Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device.
Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds.
Clio Software - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.

Features

Total features of Clio: 103

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Accounting Software
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Bankruptcy Case Management
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Case Management Software
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation Software
  • Document Management Software
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management Software
  • Expense Tracking
  • File Management
  • File Sharing Software
  • For Family Law
  • For Lawyers
  • For Legal Professionals
  • For Startups
  • For iPad Devices
  • Forms Management
  • Full Text Search
  • General Ledger
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Lead Management Software
  • Legal Case Management Software
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Location
  • Online Invoicing
  • Project Time Tracking
  • QuickBooks Integration
  • Real Time Data
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management Software
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management Software
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking Software
  • Timer
  • Trust Accounting Software
  • Two-Factor Authentication
  • Version Control
  • Workflow Management Software

Alternatives

TimeSolv Legal Billing

4.7
#1 Alternative to Clio
TimeSolv Legal Billing helps legal firms manage payments, invoices, budgets, tasks, and more. The built-in trust...

Uptime Cloud Monitoring

4.7
#2 Alternative to Clio
Providing web monitoring peace of mind to thousands of businesses.

uLawPractice

4.6
#3 Alternative to Clio
uLawPractice is a practice management and legal accounting solution for sole practitioners, paralegals, and small law...

Actionstep

4.3
#4 Alternative to Clio
Actionstep is a top-rated law firm management system, built in the cloud with automation at its heart. Giving lawyers...

Reviews

Overall rating

4.7 /5
(1,285)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support Software
4.7/5

Already have Clio?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 1,285
J.P.
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 is the best option for a solo or small firm law practice

Reviewed on 04/11/2019

After 3 years, I am still working at discarding habits and practices built up over 25 years as a...

After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.

Pros

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Cons

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Alternatives Considered

CosmoLex and Rocket Matter

Reasons for Choosing Clio

At the time I decided to look at alternatives, in 2017, the product was getting worse, not better.

Reasons for Switching to Clio

Largest user base and least likely to get assimilated or go out of business, forcing another vendor change.
Lori
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

One of the first users of Clio and still give five stars.

Reviewed on 15/11/2022

Overall experience has been fantastic, and I have no intentions of ever-changing software. I will...

Overall experience has been fantastic, and I have no intentions of ever-changing software. I will retire using Clio. Clio, along with Clio Grow, has enabled us to develop a smooth process for evaluating potential new clients using an intake questionnaire and customizing a pipeline.

Pros

It's too difficult to describe what is best, I could not manage my practice without this software. It is incredibly user friendly and easy to learn. I use pretty much all aspects of the software on a daily basis and have been using it for more than 10 years. My practice has grown from just one attorney, me, to now four along with paralegals and clerks. Clio has made the growth seamless.

Cons

I don't have any complaints whatsoever. The software has been essential to my practice in all ways.

Alternatives Considered

Time Tracker, CANVAS, Rocket Matter, and Google Calendar

Reasons for Choosing Clio

I used these at other firms. When I opened up my own practice I chose to use Clio.

Switched From

Time Tracker and Asana

Reasons for Switching to Clio

Price, options, versatility, tech support.
Cori
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 2.0 /10

Not worth the money

Reviewed on 08/11/2022

Customer service, while attentive is not always knowledgeable. Today I was told to place a credit...

Customer service, while attentive is not always knowledgeable. Today I was told to place a credit to an account instead of adjusting for a returned check

Pros

The integration from Timeslips was easy. The integration with law pay was simple too and lawpay is the best part of the program

Cons

Reporting is extremely limited to the point it's barely usable. Everything has to be exported to excel and the appearance is unrefined

Heather
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 7.0 /10

I've used Clio Manage for 6+ Years and Clio Grow for 2+ Years

Reviewed on 23/08/2022

I've used Clio since opening my own firm. Overall, I'm happy with their products and feel confident...

I've used Clio since opening my own firm. Overall, I'm happy with their products and feel confident that I can get "at a glance" information on my active cases as well as my leads quickly. And, I can dive deeper into any particular matter or contact easily. I do wish they were a bit more tailored to small/solo firm practice - particularly in terms of the time investment in set-up and cost per license.

Pros

Clio offers nearly comprehensive lead and case management services. Their support staff is responsive and if you engage them in a conversation about your firm's needs - they are eager to listen & learn. Since I began using it, Clio has steadily widened their offerings that are real value-adds. Their annual conference is a great networking & learning event.

Cons

Both products, but Grow especially, are very time-consuming in the initial set-up phase. Both products could be more robust for practice areas that don't involve litigation. Their support staff is readily available but in my experience can only assist in solving my issue about 10% of the time. Often some features I view as key are not available and it's hard to determine how the upvoting process of feature requests actually works. The pricing structure is frustrating and could benefit from adding a different tier for restricted or limited users (like paralegals and admins). While all the features and new additions are nice, as a solo practice attorney I often find myself unable to take advantage of them due to the time involved in learning about & implementing them.

Alternatives Considered

CosmoLex and MyCase

Reasons for Switching to Clio

Interaction with the sales reps and recommendations from fellow attorneys.
Kathleen
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 10.0 /10

Awesome software program!

Reviewed on 27/10/2022

Love it so much. The reports it offers also are great so I can see how much I am earning.

Love it so much. The reports it offers also are great so I can see how much I am earning.

Pros

This system is the lifeblood of my practice. I am totally organized now and can get an update on my matters with one click. It has helped to reduce paper load tremendously. No need to print documents out constantly. The electronic signature feature helps me to consummate transactions so much easier and quicker.

Cons

Some of the features are confusing. Sometimes the way I format my matters columns changes and I have to re-format it every once in a while. Also, not sure how the matters are ordered in my open, and closed matters, so I have to search for them - which is not as quick as I would like.

Alternatives Considered

Rocket Matter

Reasons for Switching to Clio

Rocket Matter did not have the functionality that Clio does. It often crashed and the mobile app was not very helpful
Showing 5 reviews of 1,285 Read all reviews

Clio FAQs

Below are some frequently asked questions for Clio.

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

Clio has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Clio supports the following languages:

English

Clio supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

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

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.