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

Top 5 alternatives to Clio

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, Ireland, United Kingdom, United States

Supported Languages

English

Pricing starting from:

$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Clio

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.
View 10 more
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

CosmoLex

4.7
#1 Alternative to Clio
CosmoLex is the ONLY Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks...
Learn More Compare

Uptime Cloud Monitoring

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

TimeSolv Legal Billing

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

CaseFox

4.6
#4 Alternative to Clio
CaseFox is a web-based timekeeping, legal billing, trust accounting, calendaring, and case management software for...
Learn More Compare

Reviews

Overall rating

4.7 /5
(1,485)
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.

Write a Review!
Showing 5 reviews of 1,485 Read all reviews
Showing 5 reviews of 1,485
Jonathan
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 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 Matter

Reasons for Switching to Clio

Clio has more features, functionality, and integrations than the competition.
Joni
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 improves my practice on a daily basis.

Reviewed on 24/02/2023

Wonderful, and it really has increased productivity and billable hours for everyone in my firm.

Wonderful, and it really has increased productivity and billable hours for everyone in my firm.

Pros

The task assignment, and email reminders are a life saver.

Cons

I wish that there were a few less clicks on some things.

Sean
Overall rating
  • Industry: Legal Services
  • 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 5.0 /10

Does most of what you need

Reviewed on 07/02/2023

Clio has been a great program and we still have plenty of runway left with it before we have to...

Clio has been a great program and we still have plenty of runway left with it before we have to explore different options to keep our business growing. They can easily carry you through a multi-million dollar firm with small teams, but as you expand, you may need to start thinking custom solutions.

Pros

The best thing about Clio is its ability to stay organized and track cases throughout its lifetime. Other competing software can make it difficult to easily search and open case files.

Cons

The space where clio starts to lack is smaller quality of life issues. 3 way reconciliation is still not a thing, building custom documents or invoice templates is tedious and yields sub par results, you can do things like automated expense creation, and the client portal isn't always easy for clients to figure out.

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.
Shameka
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 9.0 /10

Starting a new firm, Clio is for you

Reviewed on 14/02/2023

Overall, I have enjoyed Clio. The user interface is easy to use and the knowledgebase and videos...

Overall, I have enjoyed Clio. The user interface is easy to use and the knowledgebase and videos are great.

Pros

The ease of entering notes, communicating with client through the portal, and billing clients are what I like most about Clio.

Cons

The Reports could be improved. Having more options of the reports that I need would be nice.

Alternatives Considered

MyCase and Smokeball

Reasons for Switching to Clio

It seemed to have more of what I needed, and it integrated well with other programs that I used.
Showing 5 reviews of 1,485 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.