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Clio is a powerful practice management software that has attracted users who were dissatisfied with their previous software, such as …
Starting at $49 per user/per month
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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…
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Pricing
Starter
$49
Cloud
per user/per month
Clio Grow
$59
Cloud
per user/per month
Boutique
$69
Cloud
per user/per month
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
FULL FACE of CLIO | DEMO ( yes peripera is included )
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NEW STREET PASTEL S/S 2020 EYESHADOW PALETTE by CLIO | review + mini demo
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DUPES? CLIO RUSTED ROSE vs ROMAND ROSEBUD GARDEN
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Review Of Clio Law Firm Practice Management Software - Best Legal Billing Software? (New 2020)
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Renault Clio Seat Belt Problem - Demo 1
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Clio Kill Cover Cushion Demo
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Product Details
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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.
Clio Video
Watch this 2-minute explainer video to see how Clio can transform your law firm.
► Get started with Clio today: https://www.clio.com/
Clio eases the day-to-day of over 150,000 legal professionals spanning 90 countries with intuitive time tracking, billing, matter management,...
Show More Clio Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
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.
Reviewers rate Support Rating highest, with a score of 5.6.
The most common users of Clio are from Small Businesses (1-50 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Clio is a powerful practice management software that has attracted users who were dissatisfied with their previous software, such as MyCase. Users have migrated to Clio due to its robustness and ability to solve issues with case management and client development tracking. It serves as a central tool for managing client contact and document databases, integrating with calendaring, sorting matters, recording time, and preparing bills. The software's ability to manage new leads and potential clients through Clio Grow has been particularly useful for the intake department, allowing them to track contact information, notes, and even offer electronic document signing and automated intake forms. Clio Grow's Kanban style board provides a visual representation of each prospective client's status in the intake system, facilitating efficient lead management.
Clio's versatility makes it suitable for various types of legal practices, ranging from small 2-lawyer firms to mid-large firms. It handles a wide range of functionalities like case management, calendars, document signing, time tracking, billing, and payment acceptance. Users appreciate its scalability and consider it a reliable solution that grows with their firms. However, some users have found certain basic features lacking in Clio, such as calendar functionality, appointment notification, and usable client note capabilities. As a result, they have resorted to using alternative software like Google Docs.
For specialized legal practices like mortgage servicer's in-house counsel groups or immigration law firms, Clio has proven valuable in managing matters, documents, case notes, contacts, tasks, reminders, and calendared events. It streamlines administrative tasks such as integrations and billing processes for immigration cases while ensuring professionalism throughout the billing process. With over 200 clients relying on Clio for accounting and billing purposes alone and others using it for comprehensive case management needs within the firm, it has become an integral tool that supports efficient client communication and document storage.
Clio's appeal extends beyond individual lawyers or teams; it serves as a central software that entire organizations can utilize to manage cases, scheduling, document automation and storage, client communication, and more. Its accessibility and easy information retrieval have proven valuable for distributed organizations where telecommuting employees or those in different office locations can access necessary data effortlessly.
While Clio has received praise from many users, there have been instances where users faced challenges. Some users expressed disappointment with Clio Grow, mentioning issues with form integrations and limited form customization options. Additionally, there have been concerns raised about the search function, particularly content search within documents. Users have experienced issues with documents not populating in searches, leading to inefficiency in finding relevant information. Users have reached out to Clio for support through chat and phone calls but have had challenges in getting their issues resolved promptly. They have even resorted to performing screen shares to demonstrate glitches in Clio's system and provide examples of weak search functionality. Unfortunately, support from Clio has been slow in assisting and responding to users' concerns. As a result, some users are considering exploring other document management systems that can offer more effective and timely support.
Despite these challenges, many users have praised the mobile app of Clio, finding it user-friendly and convenient for accessing important information on the go. The ability to search for specific content within documents has also been highlighted as an important feature for users when choosing a document management system. However, the aforementioned issues with document search functionality have caused frustration and inefficiency in locating specific documents.
In conclusion, Clio has proven itself as a robust practice management software that addresses a wide range of needs for legal professionals. From case management and client development tracking to lead management and billing processes, it offers valuable features for solo practitioners, small firms, and mid-large firms alike. However, there are areas where the software falls short, such as calendar functionality, appointment notification, client note capabilities, and document search efficiency. These drawbacks have led some users to seek alternative solutions or explore other document management systems that can better meet their specific needs. Additionally, improvements in customer support response times would enhance the overall user experience with Clio.
Convenient Timekeeping: Several users have found Clio's timekeeping feature to be convenient and easy to use, allowing them to track their billable hours effortlessly by simply pressing a button.
Intuitive Interface and Billing: Many reviewers have praised the new interface of Clio for being user-friendly. They specifically mentioned that the billing feature is intuitive and makes the billing cycle for clients easier, ensuring bills get paid and retainers get replenished with ease.
Extensive API Integrations: Users appreciate Clio's extensive API software integrations, which allow for robust customization of the practice management solution. The developer partnership program has been highlighted as very good by many customers.
Difficulty in Document Management: Some users have expressed difficulty in using the software for document management, stating that it is easier to create Word templates and use Word instead. They find the process cumbersome and inefficient.
Limited File Management Capabilities: There are suggestions from users to improve the software's file management capabilities by allowing easy access to files with certain tags, similar to Mac's tag structure. This would enhance organization and streamline file retrieval.
Lack of Robust Project Management Tools: Users desire the addition of more advanced project management tools to enhance their workflow within the software. They feel that current features are lacking in terms of task tracking, collaboration, and overall project organization.
Users recommend the following actions when using Clio:
- Utilize the onboarding team to fully understand the benefits of Clio and ensure a smooth transition. Get buy-in from the entire team and manage expectations accordingly.
- Take advantage of the free trial, request a demonstration, and talk to current users to evaluate Clio's interface and features. Consider alternatives if not technologically inclined.
- Make use of Clio's one-on-one tutorials for a comprehensive understanding of the software. Create demos and explore its various features to unlock its massive time-saving potential.
By following these recommendations, users believe that Clio can effectively meet their legal practice needs, improve organizational efficiency, and provide valuable support through its online help staff.
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Reviews
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November 06, 2023
In my experience, zero integration with accounting software
Score 1 out of 10
Vetted Review
Verified User
Clio was our firm's client and file management system. We also attempted to use it for accounting.
October 03, 2023
Terrible On-Boarding & Integration Experience
We were excited to on-board with Clio as we were making the leap from PC Law. It has, however, turned into a nightmare for our small firm as our local data, which we have spent tremendous time and money providing to Clio has been mistakenly uploaded by that company onto foreign servers - with no concrete plan to get it back, take it down or correct the situation. We were advised last week that our situation was being "escalated" - and only today received a request for access to our account. VERY DISAPPOINTED with this experience.
June 01, 2023
Document Search Functionality Lacking
Score 1 out of 10
Vetted Review
Verified User
My review of Clio focuses on one "functionality" of Clio. When I was making my decision on which document management system to use, the search function, specifically the content search function was incredibly important to me as the previous DMS did not have a good search within feature. I told the Clio sales person that this was an important feature and I was told how incredible the feature is.
As I have used the product for nearly 16 months, I was noting that many of my documents were not populating in various searches I was running. I initially excused this as user error. When it became clear to me that I was spending far too much time looking for documents, I began to explore this further. (Here is one example: I was sitting in a mediation with a client and began looking for a document in Clio. My client found the document faster from her cell phone than I could using Clio because the document search I was running would not populate my document. I had to dig around through folders in my client file to find it, which is incredibly inefficient).
As I became increasingly frustrated with my inability to find documents, I finally reached out to Clio, first through the chat function. I explained my issue and was told that they could not help me through chat and that I would need to call them. I called them (5/22/23), and referenced my ticket number, but was forced to go explain everything again. I was placed on hold for at least 25 minutes, only for the support person to come back on the line and make it clear to me that she still did not understand the issue.
I performed a screen share to show her that what was going on was not user error. There is a glitch in Clio's system. It is not how I saved the documents. I was able to show her several examples. I also told her various ways the search functionality was far weaker than what was promised when I was sold the product. She could not assist me, but assured me that she would get back to me by the end of the day after connecting with backend support.
The email I received from her was that she still did not know what was going on. She asked for me to provide her with dates and times we could connect to do another screen share. I sent her those dates and times and she was not available and offered no alternative dates. She again tried to claim that this was user error and explained some of the most rudimentary things about document searches. Days later, and much time wasted, I have no resolution and nothing scheduled to correct this issue. Support takes too long to assist and get back to you.
Looking into other DMS now.
As I have used the product for nearly 16 months, I was noting that many of my documents were not populating in various searches I was running. I initially excused this as user error. When it became clear to me that I was spending far too much time looking for documents, I began to explore this further. (Here is one example: I was sitting in a mediation with a client and began looking for a document in Clio. My client found the document faster from her cell phone than I could using Clio because the document search I was running would not populate my document. I had to dig around through folders in my client file to find it, which is incredibly inefficient).
As I became increasingly frustrated with my inability to find documents, I finally reached out to Clio, first through the chat function. I explained my issue and was told that they could not help me through chat and that I would need to call them. I called them (5/22/23), and referenced my ticket number, but was forced to go explain everything again. I was placed on hold for at least 25 minutes, only for the support person to come back on the line and make it clear to me that she still did not understand the issue.
I performed a screen share to show her that what was going on was not user error. There is a glitch in Clio's system. It is not how I saved the documents. I was able to show her several examples. I also told her various ways the search functionality was far weaker than what was promised when I was sold the product. She could not assist me, but assured me that she would get back to me by the end of the day after connecting with backend support.
The email I received from her was that she still did not know what was going on. She asked for me to provide her with dates and times we could connect to do another screen share. I sent her those dates and times and she was not available and offered no alternative dates. She again tried to claim that this was user error and explained some of the most rudimentary things about document searches. Days later, and much time wasted, I have no resolution and nothing scheduled to correct this issue. Support takes too long to assist and get back to you.
Looking into other DMS now.
January 20, 2023
Incredibly expensive for software that fails so miserably at so many fundamental core functions.
Score 1 out of 10
Vetted Review
Verified User
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.
October 17, 2022
Clio makes big promises to small firms. Don't fall for it.
Score 2 out of 10
Vetted Review
Verified User
We attempted to use Clio in all cases, but it is missing basic features, such as feasible calendar features, appointment notification, useable client note capabilities. We ended up returning to Google Docs for most uses, because the free software absolutely trounces the supposedly specially designed software for the legal profession. I can't get support to contact me back, and the basic features I suggest to make the software useable for a small firm are not a priority. Basic Google products: Drive, Calendar, gmail, are free and beat Clio with a stick.
August 26, 2022
Overpromise, under deliver, and make it hard to get out
Score 1 out of 10
Vetted Review
Verified User
Horrible Experience. I was specifically told that Clio Grow would allow me to create forms that would then integrate into Wealthcounsel. Was told that it was routinely done and that lots of estate planning attorneys used Clio solely because of its integration with WealthCounsel. I spent countless hours over 2 months setting up the system and creating forms. I told our IT team to hold off on form generation for the new website because Clio would handle it. After speaking with countless people and departments at Clio, they finally admitted that there system only pulled the main contact in, that their forms only allowed one contact to be pulled in. Could not make form fields optional so you had to have a different form for a family with one kid, 2 kids, 3 kids, etc. And a different form for married or unmarried people. They would constantly make promises that they would get it fixed, then come back a week later and still had no idea what they were doing. The sales team is clearly required to have the customers on the hook for two months to get their commission and the tech team is also trying to get you to invest as much time as possible to make the decision to leave more painful. Even the billing is difficult to manage. The online pay system is more expensive than other providers. It's difficult and cumbersome to edit bills.
Score 1 out of 10
Vetted Review
Verified User
Clio is used for accounting & billing of 200+ clients at present.
October 21, 2021
Clio Clio Clio
We utilize Clio and Clio Grow for overall client management and billing. total use for client data, contacts, billing, trust management
August 16, 2021
Clio is Easy but Powerful
Clio is our firm's practice management software, we use it to track matters, keep all our dates in a single place, to-dos, billing, and time tracking.
July 22, 2021
Clio is a solid foundation, but is missing some features for contingency fee based worked.
It's used by the whole organization as the legal case management system. It's used for logging calls, logging emails, keeping track of deadlines, managing the calendar, managing contacts, and generating documents. It's a massive organizational tool that helps keep track of tasks and to-do items and keep track of time and expenses. It compliments QuickBooks Online and other enterprise software.
Clio is our principal CRM. We are a small 2-lawyer firm with no support staff and Clio (Manage + Grow) allows us to leverage technology solutions to better serve our client's needs. We manage cases, our calendar, get documents signed, track our time, issue bills, and accept payments all through Clio.
March 02, 2021
Clio provides an intuitive case management and marketing platform for solo and small law firms
We migrated our Case Management systems from MyCase to Clio last year. The reason we made the switch is because after going through a demo of Clio we realized that it was more robust than MyCase and solved issues we were having with management of our cases and client development tracking. Though Clio is substantially more than MyCase, the flexibility and capability of the system is worth it. Its ability to integrate with other software we use was also a key factor in our decision to make the switch.
December 30, 2020
CLIO Grow offers an excellent solution for law firm client intake
My law firm uses CLIO Grow as part of its intake process and as our CRM software.
Specifically, CLIO Grow is used by the intake department to manage new leads and potential new clients that contact our office. We have used CLIO Grow for several years when the software was first called Lexicata and then later acquired by CLIO and added to their suite of products.
CLIO Grow helps us manage our intake department by keeping track of new leads, their contact information, and notes made by the intake staff. This is basically the "SalesForce" of legal intake software. In addition, the software offers electronic document signing with a "HelloSign" integration and automatic email templates and delivery. There are also automated intake forms to send to prospective clients.
The software arranges leads in a Kanban style board to see how leads are processed in the "pipeline" of your intake system and procedures allowing the team to easily visualize the status of each new prospective client.
Specifically, CLIO Grow is used by the intake department to manage new leads and potential new clients that contact our office. We have used CLIO Grow for several years when the software was first called Lexicata and then later acquired by CLIO and added to their suite of products.
CLIO Grow helps us manage our intake department by keeping track of new leads, their contact information, and notes made by the intake staff. This is basically the "SalesForce" of legal intake software. In addition, the software offers electronic document signing with a "HelloSign" integration and automatic email templates and delivery. There are also automated intake forms to send to prospective clients.
The software arranges leads in a Kanban style board to see how leads are processed in the "pipeline" of your intake system and procedures allowing the team to easily visualize the status of each new prospective client.
December 03, 2020
Clio - Your one stop shop for law office management
Clio is our firm wide client management system. It keeps us organized and on top of client deadlines and case developments.
May 30, 2019
Clio - from an accounting admin's perspective
Our firm uses Clio across our organization for our large client database. My particular role with Clio is the accounting side - I track client invoices, expenses and fees, as well as A/P and WIP reporting to the attorneys. The other members of the firm use Clio as a reliable tool for client case management.
August 21, 2018
Clio is Growing, But is it in a Good Way?
My entire organization uses Clio to fully manage our cases, scheduling, document automation and storage, client communication, and more at an affordable price.
I use Clio to manage the administrative side of my immigration law practice. Clio shines in its integrations and billing. The biggest business problem it addresses for me is making billing an efficient process. My invoices always look professional and they are easy to create. I also like the integration with LawPay. It makes it very easy for my clients to take care of their invoices.
April 27, 2018
Clio- an overview
Clio is being used as an all-access tool. We put in our clients, their matters, all activities related to them, and can generate bills straight from the software. It even has communication built in where you can send messages to one another regarding a particular matter.
December 27, 2017
Clio, an honest revievw
Clio is the practice management and billing system. It is used by all firm members and they love the mobile app.
November 20, 2017
The "gold standard" cloud based law practice management software
I am a sole practitioner, so it is used by my whole organization. I convinced a friend, who is a partner in a collection law firm who does not do collection work, to try Clio. He, his paralegal and his secretary use Clio separate and apart from all the other attorneys, paralegals and staff in the firm without problem. Of course there is some duplication (conflicts databases), and he has another partner handle files for him when he is on vacation who who does not have Clio, but those are small inconveniences.
November 06, 2017
Love Clio
Clio is used by our entire organization. We have several employees who telecommute and most of the other lawyers and staff work in one of our other office locations or at client offices and Clio allows us to access everything we need quickly, easily and on the go.
It is the central software for my practice. It tracks billing, client info, and tasks. I rely on Clio to make my practice of law easier and as I add more professionals they will also use it.
November 03, 2017
Why I love Clio
I work in the defense litigation department for a mortgage servicer. We use Clio for our in-house counsel group to manage our matters. This allows us to keep all documents, case notes, contacts, tasks, reminders, and calendared events in one place. We also use it to calendar and as a document repository.
Clio is our practice management software - we use it across much of the firm to manage our client contact database, document database, it integrates with our calendaring; we use it to sort things by matters, and we use it to record time and prepare our bills. It does a serviceable job with many of these things, though we'd like to see it do some additional things. It solves the problem of having a coherent and consistent platform for managing clients, contacts, matters, time entry and billing.