Clio

Clio

85 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Clio	Score 7.0 out of 10	N/A	Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.	$49 per user/per month

Pricing

Clio

Editions & Modules

Starter: $49
per user/per month
Clio Grow: $59
per user/per month
Boutique: $69
per user/per month
Elite: $109
per user/per month
Enterprise: Contact sales team

Offerings

Pricing Offerings
Clio
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

No setup fee

Additional Details

All pricing tiers have a 7-day free trial.

More Pricing Information

Community Pulse
	Clio
Considered Both Products	Clio Verified User Professional Chose Clio We used Clio because we thought it would be more streamlined. After using other applications like CosmoLex and Soluno which, in my opinion, have true software integration, I would absolutely use CosmoLex or Soluno over Clio, which is more expensive but, in my opinion, offers … Helpful? Verified User Professional Chose Clio I wasn't a big fan of PC Law - Old, clunky, and missing a lot of modern features that our clients wanted. I regret, however, tremendously the fact that we decided to switch to Clio. The devil we knew... Incentivized Helpful? Verified User Partner Chose Clio I have used iManage in larger firms, but for my use the cost did not make sense, so I opted for Clio. Clio is not as functional compared to iManage, which I used 10 years ago. Helpful? JB Joe Bearden Attorney Chose Clio Clio made us a lot of promises they've been completely unable to deliver on. They said the calendar would notify clients of upcoming court dates and help us track tasks. They promised they'd streamline our processes. Instead, we're just stumbling around a dysfunctional … Helpful? RG Rosie Grove Senior Bookkeeper Chose Clio Timeslips way better product. Had no choice but to work with Clio as the management preferred the subscription model. Helpful? Verified User Professional Chose Clio we switched from Firm Central to Clio for a better array of features and abilities, we did not like the look or appeal of the plug in form builder in Firm Central and did not need or want automated forms Incentivized Helpful? JR Jason Rosenblum Managing Member Chose Clio I used Amicus Attorney before switching to Clio over 6 years ago. At the time, I generally liked Amicus; it was powerful but I had to run a server on one of my computers and it was much more complex than Clio as a business owner. Clio is web-based and fairly easy to use. A key … Incentivized Helpful? Andy Gross Founder and Managing Attorney Chose Clio I used Needles 5 (desktop) and it was certainly antiquated by comparison. Needles was in some regards more customizable and allowed for tracking more case type specific things - like medical records requests, liens, etc. At the same time, it does not connect to as many third … Incentivized Helpful? RJ Reyes Julliana Partner and Attorney Chose Clio We did not use any other practice management software, but I did evaluate Rocket Matter as a potential alternative. Rocket Matter does not have the same robust intake software that Clio Grow does and therefore it was not even a plausible alternative for us to implement. Clio is … Incentivized Helpful? MM Matthew Mazur Attorney Chose Clio After using MyCase for over 5 years, I realized that it was not working for the firm. The billing aspects, as well as the document aspects of the program were not supporting the natural flow of the work done in the firm. I had looked at Clio originally when I made the decision … Incentivized Helpful? Shawn Hamp, Esq. Attorney at Law Chose Clio CLIO Grow is custom-tailored for law firms to use off the shelf with some advanced customization options. CLIO Grow has some superior API integration options that integrate with answering services, online chatbot, website contact forms to capture new leads and automatically … Incentivized Helpful? Jeanie Watt Accounting Administrator Chose Clio I used Enterprise Elite at my former position. Although it was a complex accounting program, it was not user-friendly. Clio is much more user-friendly and anticipates what we are attempting to retrieve. Time-tracking is a breeze with Clio - the attorneys appreciate that as … Incentivized Helpful? Stephen Shepard Principal Attorney Chose Clio Clio has more integrations and costs more. Incentivized Helpful? Danielle Huntley Principal Chose Clio I selected Clio for the app integrations which appeared better than Rocket Matter. I am lucky to have a fiancê in tech who has helped me tremendously with automation and Clio has been relatively easy to use. When I selected Clio, it didn't look like Rocket Matter had the same … Incentivized Helpful? Verified User Consultant Chose Clio As a consultant that has used many different software, Clio is among the best. But anyone considering software needs to think about their needs and requirements in order to find the best fit. Simply buying good software will not necessarily fix any issues. The issues need to be … Incentivized Helpful? Brad Pearce Member Chose Clio I switched from MyCase to Clio and haven't looked back. MyCase is decent, but I felt like I could use basic timekeeping/invoicing software for less $$ than MyCase. Clio has more features, and looks to be working to continually improve. Incentivized Helpful? Trevor Casperson Founder Chose Clio The law offices I worked at used Amicus Attorney and their own homebrew system created by one of the managing partners. I will focus on Amicus mostly, as the homebrew system is not available to anyone else, though I will note that many things that Clio does right is also done … Incentivized Helpful? Stephanie Saxton Senior Defense Litigation Specialist Chose Clio We were able to save an initial investment of over $100,000 by using Clio, and annually about $25,000 after initial setup. Incentivized Helpful? Jason Ramsland Attorney Chose Clio The UI is far better than MyCase. For RocketMatter, it was 6 vs. half dozen. But for a dumb name, our firm may have chosen rocket matter. They do many of the same things. Clio has the gravitas of having been first and longest to the cloud based law practice management system. … Incentivized Helpful?
Top Pros	Pro Easy to use Pro Contact database Pro Customer service
Top Cons	Minus Document management Minus Shared folder Minus Full service

User Ratings
	Clio
Likelihood to Recommend	1.2 (24 ratings)
Usability	2.0 (2 ratings)
Support Rating	5.6 (4 ratings)

User Testimonials
	Clio
Likelihood to Recommend	Clio Clio is a wonderful practice management solution for small firms that do billable work. The Clio manage software is excellent for tracking your time at different rates, tracking matter budgets, and tracking expenses. Clio is also great for firms that want to implement and use tech in their offices. If clients are at least somewhat tech-savvy (have and know how to use email), they will also benefit and enjoy the implementation of Clio. Incentivized JR Julliana Reyes Partner and Attorney Read full review
Pros	Clio Provides an interface with NextChapter Bankruptcy. Provides an interface with the forms on our website and landing pages to allow for easy transmission of potential clients into our Clio system from these sources with little human intervention. Its billing, invoicing and payment integration makes the billing cycle for clients easier. Incentivized MM Matthew Mazur Attorney Read full review
Cons	Clio Document management. It's still far easier for me to create Word templates and just use Word. Centralized filing of client files. Like I said, I use Word. I work on a Mac and use Mac's tag structure. Clio should find a way to gather all files that have a certain tag and allow me to access them through Clio. Instead, I use Hazel and DropBox. Case planning and budgeting. I use OmniFocus for project management, a self-created Excel spreadsheet for project budgeting and a cloud-based service for Gantt charts. How hard would it be to add robust project management tools to Clio? Search feature for stored documents and information. Evernote has Clio beat hands-down, but I don't put client-sensitive information (only caselaw) on Evernote. Case notes. This feature may be useful for high-volume practices, but I never use it. Incentivized Brad Pearce Member Read full review
Usability	Clio You really have to get creative to make Clio work well. Support suggested tonight that I use other products instead since Clio can't even do simple things it promises like notify clients of their court dates. Insane. JB Joe Bearden Attorney Read full review
Support Rating	Clio Rather than talk in generalities, I'll give two specific examples. First, after updating my OS, I got locked out of Clio. I was back in, up and running, with no loss of data, within an hour thanks to Clio customer support. Second, I made some specific recommendation for features that I thought would be useful. Those recommendations fell in a black hole, with the suggestion that I try a very buggy third party integration app. Clio is making lots of money from lawyers using its software. Why can't Clio create the integrations and test them if Clio is not willing to build them into its platform? Incentivized Brad Pearce Member Read full review
Alternatives Considered	Clio CLIO Grow is custom-tailored for law firms to use off the shelf with some advanced customization options. CLIO Grow has some superior API integration options that integrate with answering services, online chatbot, website contact forms to capture new leads and automatically include them in the intake pipeline. As mentioned previously it integrates with HelloSign for no additional costs. CLIO Grow also offers API integrations with Mailchimp to add prospects to email drip campaigns in addition to built-in automated email campaigns within its own software. These features make it far more user friendly, automated, and robust compared with MyCase's CRM feature, and Pipedrive (a non-legal specific CRM). Incentivized Shawn Hamp, Esq. Attorney at Law Read full review
Return on Investment	Clio Hard to judge ROI, but it saves us money compared to our old server based system (ProLaw) More accessible from more places. I was able to continue working during a two week trip to the beach. The Client Portal (Clio Connect) is a positive way to send clients document securely, avoids the forwarded email / forwarded attachment problem. Incentivized Jason Ramsland Attorney Read full review
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