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.

Devices

Business size

S M L

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: 100

  • 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
  • Forms Management
  • Full Text Search
  • 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

Rocket Matter

4.4
#1 Alternative to Clio
Rocket Matter is the leading cloud-based law practice management software that helps you run a more efficient law firm,...

MyCase

4.7
#2 Alternative to Clio
MyCase legal practice management software helps law firms solve key business challenges, including getting paid faster,...

PracticePanther Legal Software

4.7
#3 Alternative to Clio
Highest rated legal case management software on GetApp. Perfect for lawyers and law firms of all sizes. Try it free, no...

Amicus Attorney

3.7
#4 Alternative to Clio
Amicus Attorney is a cloud and on-premise solution that enables law firms to streamline the entire case lifecycle, from...

Reviews

Overall rating

4.7 /5
(1,195)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support Software
4.7/5

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

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Showing 5 reviews of 1,195
Stephen B.
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.

Louis R.
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

Excellent Tech Support

Reviewed on 06/05/2022

I recently had a tech support need. After the issue couldn’t be quickly resolved over chat, I was...

I recently had a tech support need. After the issue couldn’t be quickly resolved over chat, I was in the phone with a tech support person who stayed on the phone with me until all functionalities were syncing and working.

Pros

Clio Grow (my CRM) and Clio Manage (through which I track my time and invoice clients and receive payments) are highly integrated making it easy for customers to schedule initial consultations, send proposals, and electronically sign engagement letters. So onboarding is a breeze. Once a client, Clio Manage helps me track and bill. It also easily integrates with QuickBooks. I’m very satisfied with this product.

Cons

Wish Clio Grow and Manage were integrated into one unified platform.

Alternatives Considered

PracticePanther Legal Software
Brahm D.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 1.0 /10

Not a legal case management tool

Reviewed on 04/06/2022

Pros

It's a very good law practice management tool.

Cons

CLIO does not help with managing legal cases. As a legal case management tool, I give them 1 star, but only because they mischaracterize themselves as a legal case management tool. If CLIO categorized itself as a first person shooter game, I'd also give them 1 star.

Jane L.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

A great billing software for my increasingly virtual legal practice

Reviewed on 13/04/2022

Good software! I find it an indispensable part of my practice these days.

Good software! I find it an indispensable part of my practice these days.

Pros

Our firm had used Timeslips for timekeeping and billing in the past before switching to Clio a few years ago. Timeslips was simply outdated and cumbersome, not to mention that we had no tech support. After having switched to using Clio, I was able to use the software to email clients directly and have the emails come from our firm email account via Clio without always having to involve the office manager for billing my invoices. If the clients have questions, they will know to direct their questions to the office manager, who is otherwise in charge of general accounting matters. Additionally, I love that I can always reach out to Clio's tech support for answers as to user issues or questions, and the services have always been pretty prompt and spot-on.

Cons

I remember there were some data migration issues when we transitioned from Timeslips to Clio. It has been a while, but I recall that at least some of the client data like their addresses didn't look quite right when it was pulled over, and I basically had to start over with entering the information in Clio.

Sabrina C.
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

Clio is Wonderful!

Reviewed on 23/05/2022

Pros

I use Clio daily to manage my cases, prepare invoices and I recently learned I can save all of my case files and documents directly in Clio and avoid storing them in Google Docs where they previously were. Almost everything I need to run my law firm can be done directly from Clio. It's incredibly useful and the price is surprisingly affordable.

Cons

There is a "Detailed Annual Report" on the dashboard when I open Clio. I really wish this report accurately showed my income, but it's never accurate. Part of this is probably my fault. Half of my cases are done on a flat fee, but for some reason Clio wants me to create an invoice for all of my hourly cases and my flat fee cases. It's time consuming to create new invoices for my flat fee clients, so creating those invoices gets put on the backburner. I wish Clio could just acknowledge that I've earned income for flat fee cases if I make a transfer of the Trust funds.

Showing 5 reviews of 1,195 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.