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
Microsoft Entra ID
Score8.8 out of 10
N/A
Microsoft Entra ID (formerly Microsoft Azure Active Directory or Azure AD) is a cloud-based identity and access management (IAM) solution supporting restricted access to applications with Azure Multi-Factor Authentication (MFA) built-in, single sign-on (SSO), B2B collaboration controls, self-service password, and integration with Microsoft productivity and cloud storage (Office 365, OneDrive, etc) as well as 3rd party services.
$6
per user/per month
Pricing
Clio
Microsoft Entra ID
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
Premium P1
$6.00
per user/per month
Premium P2
$9.00
per user/per month
Offerings
Pricing Offerings
Clio
Microsoft Entra ID
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.
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
Overall, the Microsoft Entra ID platform is best utilized by people looking to have one platform that manages all interactions between other platforms. The Microsoft Entra ID platform allows for a seemless SSO integration, and can also integrate with Intune for MDM. Additionally, and probably the most easy to understand integration, is the integration with Active Directory, and controls associated with that.
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
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
Application integration is really good for single sign-on and managing identity overall. The correlation with Active Directory on-prem is really good, so we can manage it in a single place. It's easy to manage the users and integrate other Microsoft products. It is the base of everything else.
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
I would like more risk policy suggestions. I guess that situation where we had outsourced employees in a country where somehow their location was changing too often, that we would have room to go, “Hey, this needs to be a lower risk.” Or maybe having easier options to let people log in when they're deemed high risk. It’s tricky because I feel like it’s really easy to do that wrong, but it’s the main area that I think could be improved. I guess also a little bit tighter administrative integration with other Microsoft products.
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
MSFT Entra ID has been essential for managing our geographically dispersed team. We're confident that it will scale with us as grow, and we'll be able to take advantage of additional security and ID management features as they become necessary. Being able to centrally manage our user access from anywhere with a small support team is such a relief.
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 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
From a user perspective, 10. From an admin perspective, 7 or 8. From the user perspective, it's very easy to use, but from the admin perspective, there's a lot of things that are not easily clear, testable, or verifiable without just trying a whole bunch of scenarios.
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. TR verified that a representative sample of customers was invited. 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. TR verified that a representative sample of customers was invited. 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.
I have not needed to engage support for anything at this time. I have been able to find the answers either online or in a knowledgebase. I tried to skip the question but it would not let me, so I rated a 9 based on other interactions with Microsoft support I have had
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
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
Make sure you use a good partner. Our implementation was a bit longer and more problematic than we expected. Our partner got it done, but, in my opinion, some of their inexperience and staffing issues were evident.
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
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
We've done stuff with Okta for Identity and Duo. Those would probably be the two big ones that I would say that people would recognize and stuff. There's some other smaller players we've talked to, but those are the two big ones that we play with. We're still using it. So, because it was integrated into everything we've already done, it just made it almost indispensable.
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. TR verified that a representative sample of customers was invited. More Info
Microsoft Professional Services' technical knowledge is appreciable as consultants design the solution as per customer requirements. Mapping of features per user specifications and assisting Customer IT engineers to implement so they can manage and administer the services.
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 are doing a lot of sign-ins and working on it, and it worked quite well. We do have Microsoft support, so yes, we can handle all of the small issues we are sometimes having. But if you want to define it, I would say yes, we like it. Overall positive.
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
