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Clio

Score8.3 out of 10

119 Reviews and Ratings

What is Clio?

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.

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Categories & Use Cases

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Who Buys & Uses Clio

Clio Reviews

What users are saying about Clio.
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Clio makes your day easier

Incentivized
Verified User
General Manager in Legal (1-10 employees)

Use Cases and Deployment Scope

Without a doubt, Clio is the most valuable tool we have in our firm. Since the pandemic in 2020, with the need to work remotely, Clio has become a very easy, accessible, and practical software that allowed us to continue our work without impacting the expectations of our clients. Clio makes collaborative work very practical and efficient, regardless of where the staff is located, with real-time updates and tracking of case processing; it is an easy task with Clio.

Pros

  • Collecting payments and bookkeeping
  • Communications (with staff, external contractors and clients)
  • Management of large files from clients

Cons

  • The Client portal still has chance for improvement
  • Email from Clio, formatting emails is very limited

Return on Investment

  • Reduces the amount of multiple administrative tasks
  • Becomes more effient the managemente of data
  • Reduces the need of additional human resources for specific legal and administrative tasks
  • It's very easy to intagrate with multiple apps related to legal routine

Usability

Alternatives Considered

8am™ DocketWise, 8am™ MyCase and Filevine

Other Software Used

Anthropic Claude, ChatGPT, Dialpad Connect, Tungsten Power PDF

Go with Clio.

Incentivized
Verified User
Employee in Legal (1-10 employees)

Use Cases and Deployment Scope

At our law firm, we use Clio Manage and Clio Grow to streamline daily operations, improve client communication, and ensure efficient case management from intake to resolution. Just like any business or law firm, data security is critical. I think Clio provides secure cloud-based access with role-based permissions and is compliant with legal industry standards.

Pros

  • Client Communication.
  • Reporting and Metrics.
  • Document Automation.

Cons

  • No conditional logic in task assignments.
  • Basic notification system with limited real-time updates.

Return on Investment

  • Faster Client Intake & Onboarding.
  • Improved cash flow.
  • Higher Staff Productivity.

Usability

Alternatives Considered

MyCase and Assembly Neos

Clio in Legal Office

Incentivized
Verified User
Paraprofessional in Legal (1-10 employees)

Use Cases and Deployment Scope

My law office uses Clio as our CRM, matter and lead management, accounts receivable, and as an email marketing tool.

Pros

  • Matter management
  • CRM
  • Billing and accounts receivable

Cons

  • Lead organization in Clio Grow should not be separate from Clio Manage. These two should be integrated for better organization and management.
  • Trust payments in billing

Return on Investment

  • Less time spent on reviewing billing each month
  • I can easily search tag contacts
  • Simple task tracking across the entire firm

Usability

Alternatives Considered

CARET Legal

Other Software Used

Lexis for Microsoft Office, WealthCounsel Estate Planning

In my opinion, Garbage, like all the rest

Richard HackerdView profile
attorney in Legal at RE Hackerd (1-10 employees)

Use Cases and Deployment Scope

In my opinion, ridiculous.

After an hour with support today their solution is to stop using my iphone for calendar and contact integration. I'm told this is the leading product in the segment. I recommend returning to paper and pencil.

Pros

  • reasonable visuals
  • good if useless support

Cons

  • In my opinion, clumsy
  • In my opinion, convoluted
  • In my experience, fails to integrate

Return on Investment

  • I've spent five hours with support this week.

Usability

Incredibly expensive for software that fails so miserably at so many fundamental core functions.

Michael DelaneyView profile
Senior Partner at DDV Law, Ltd. (11-50 employees)

Use Cases and Deployment Scope

Clio is a practice management solution for law firms. In my opinion it has sufficient features and scalability to serve as the basis for anything from a solo practitioner to a mid-large firm.

Pros

  • Clio has an extensive API that allows for very robust customization. If you are looking for a practice management solution that can be adapted to your practice, Clio is very adaptable, and their developer partnership program is very good.
  • Clio's billing and payment systems are well executed. It is very easy to ensure that bills get paid and retainers get replenished.
  • Clio has an extensive documentation database and good support.
  • I have not noticed any significant bugs in their system. Everything functions as expected without any significant outages.
  • Clio's security features and systems are well thought out executed.
  • Clio's user interface is intuitive and easy to use.
  • It is easy to find expert setup and customization assistance.
  • There are multiple existing 3rd party integrations to choose from.

Cons

  • Clio's trust account management system does not allow for sub accounts. For instance, if your firm wished to separately account for your general retainer and a settlement check as being separate sub accounts held in the main trust account for that matter, Clio does not have a way to do that.
  • Clio does not allow a "User" custom field. If you wished to be able to assign a team of users to particular types of files, there is no way to do this. For instance, if you wanted to add a custom field for "Billing Manager" to denote which of your multiple billing clerks was assigned to that file, there is no way to do this.
  • Clio does not allow you to create custom fields that are "lists" or "collections". For instance, if you wanted to add a custom field called "heirs" that was a list of contacts, there is no way to do this, other than to add in a series of single contact custom fields. (Heir1, Heir2, Heir3, Heir4).
  • Clio Grow, the Clio CRM pipeline tool, has a online intake tool, does not have an API to allow customization like Clio Manage does.
  • Although clio does have a document template generation module, the lack of any ability to handle lists or collections of items limits its functionality.

Most Important Features

  • Clio's billing and trust functions are very reliable.

Return on Investment

  • Our initial transition to Clio was difficult. However, as we adapt our practice to Clio's capabilities, we have come to appreciate Clio's reliability and easy of use.

Other Software Used

Visual Studio IDE, Microsoft 365 Business Premium, LastPass for Business, Adobe Acrobat DC, Atlassian Jira Align, Microsoft Teams, Slack, Google Workspace, ComponentOne