What users are saying about
61 Ratings
6 Ratings
61 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.8 out of 100
6 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.2 out of 100

Attribute Ratings

    Likelihood to Recommend

    4.4

    Clio

    44%
    21 Ratings

    Smokeball

    N/A
    0 Ratings

    Usability

    2.9

    Clio

    29%
    2 Ratings

    Smokeball

    N/A
    0 Ratings

    Support Rating

    1.5

    Clio

    15%
    6 Ratings

    Smokeball

    N/A
    0 Ratings

    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.
    Read full review

    Smokeball

    No answers on this topic

    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.
    Read full review

    Smokeball

    No answers on this topic

    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.
    Read full review

    Smokeball

    No answers on this topic

    Pricing Details

    Clio

    Starting Price

    $0

    Editions & Modules

    Clio editions and modules pricing
    EditionModules
    Starter491
    Boutique692
    Elite1093
    EnterpriseContact sales team4
    Clio Grow595

    Footnotes

    1. per user/per month
    2. per user/per month
    3. per user/per month
    4. none
    5. per user/per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    All pricing tiers have a 7-day free trial.

    Smokeball

    Starting Price

    Editions & Modules

    Smokeball editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      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.
      Read full review

      Smokeball

      No answers on this topic

      Support Rating

      Clio

      Clio's support mostly just tells you that they will mark your upvote for future feature development I discovered. They don't have ways to do very basic operations, so they mostly can't help I found. Instead, they are trained to defer your questions to some future undetermined date when the development team might fix those problems, I believe
      Read full review

      Smokeball

      No answers on this topic

      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).
      Read full review

      Smokeball

      No answers on this topic

      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.
      Read full review

      Smokeball

      No answers on this topic

      Add comparison