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 month
Google Drive
Score8.7 out of 10
N/A
Google Drive is a cloud file storage, synchronization, and collaboration platform and service, that features Google Docs, Sheets, and Slides for document editing and presentation.
$6
per month
Pricing
Clio
Google Drive
Editions & Modules
EasyStart
$49
per user/per month
Clio Grow
$59
per user/per month
Essentials
$89
per month per user
Advanced
$129
per month per user
Complete
$159
per month per user
Basic
$6.00
per month
Business
$12.00
per month
Enterprise
Contact Vendor for Quote
per month
Offerings
Pricing Offerings
Clio
Google Drive
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
All pricing tiers have a 7-day free trial. Discount available for annual pricing.
Discounts are available for students, educators, and non profit organizations.
Attorney in Professional Services at Bearden Law (Law Practice, 1-10 employees)
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Clio allows our law firm to track all aspects of a matter, such as documents, emails, time entries, tasks, and notes, in one place. This is ideal for our mid-sized law firm, which handles general litigation, personal injury, and family law. A feature we appreciate is the client portal's secure way to share updates, documents, and invoices.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
It is possible to share files and folders with up to 200 email addresses, as well as with persons outside the company.Use the drop-down arrow to select who may see, comment on, or change the file or folder before sending out an invitation.I am very much impressed with this feature
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Any user with access can store a file using different platforms like Android, IOS, Windows, or Ubuntu (Desktop version)
You can share files with any number of different users with different access rights or you can even keep it public by providing the access link and assign different rights for public access
You can open Excel/Word files using google software Sheets/Docs in the browser environment without having to install software like Microsoft Office etc on your Windows OS
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Having a little bit more control and clarity over what is shared and how it is shared would be a useful improvement.
Could be more robust and flexible as far as assigning restrictions.
Google Sheets could be enhanced because Excel really is not there yet as a product with equal capabilities as there are still quite a few limitations to the functionality.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have been able to streamline our task management and everyday office procedures by using Clio to its fullest potential. We have a hire client retention rate because we can easily keep track of leads and follow ups. Clio Draft is saving us time on drafting legal documents and correspondence espondence. Overall, we are able to save time and money on everything tasks
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's perfect for me. It keeps things saved and is easy to remove items if needed. Also, I very much enjoy the formatting options. Along with the integrations it has for SSO. Overall, this is the most user friendly system I have ever come across.
Clio is intuitive and easy to learn. Even new staff or attorneys with limited tech experience can quickly navigate through tasks, matters, billing, and calendars. This reduces training time and increases productivity, especially in a busy mid-sized law firm. Because it’s cloud-based, Clio can be accessed from any device, anywhere. Whether I am working in the office, at home, or in court, I have full access to my cases, documents, and time entries.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
It's easy enough to use for computer users of all ages and skill levels. I am an advanced user, and I think the hardest part might be showing someone how to download and set up the app on their device if they weren't too familiar with computers, but overall it is very easy to understand.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The documents load fairly quickly and also update in real time, especially given the fact that multiple people can be using it at once. The "Offline" feature works great to allow the user to make edits and access the document without access to the internet, and then sync changes later once they're back.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When I contact them, I am told that the person who can help me cannot be reached but that I should call back. When I call, I cannot get ahold of anyone who can help. Sales/support does not respond to my emails. Maybe if you are part of a large firm they treat you differently.
It takes a few days for customer support to get back to you. Although, I have not had to use support too often. Once you get an email back, they are very thorough and work hard to fix the problem quickly. It is a really great resource and a great way to get the help you need if you're stuck. A phone call also works quickly but you have to call during specific times.
The effective google workspace using training that my organization received and was conducted by me (as a team lead of the ICT team) was mind-blowing and as a result, our staff is performing well in terms of using the application for their daily jobs than before. Now, in my institution, all teachers and all the administrative personnel are very much interested in cloud storage facilities, in previous my institution was afraid of losing all important documents in the cloud storage. But, after having received the training they are now realized that if anyone has only one google account then he or she can use 15GB of cloud storage freely and they are now happy because now it is not necessary for anyone to carry the traditional pen drive.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's an extremely easy software to implement, once you sign up for a google account you automatically have access to google drive with a set amount of storage space. The business or Google Suite accounts have more storage space than a regular free account, but setting up and accessing google drive is very easy in both cases
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 constantly updating and evolving based on feedback from users and that makes it the kind of program that can grow with your business needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In short, Google Drive is better for independent users who store a normal amount of stuff. OneDrive makes more sense for businesses and teams that are doing heavy-duty storage or large-scale syncing. Realistically, though, most users will fall somewhere in between the two, where either platform would meet their needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
