TrustRadius Insights
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
View PricingOverview
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…
Recent Reviews
Reviewer Pros & Cons
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
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
FULL FACE of CLIO | DEMO ( yes peripera is included )
YouTube
NEW STREET PASTEL S/S 2020 EYESHADOW PALETTE by CLIO | review + mini demo
YouTube
DUPES? CLIO RUSTED ROSE vs ROMAND ROSEBUD GARDEN
YouTube
Review Of Clio Law Firm Practice Management Software - Best Legal Billing Software? (New 2020)
YouTube
Renault Clio Seat Belt Problem - Demo 1
YouTube
Clio Kill Cover Cushion Demo
YouTube
Product Details
- About
- Tech Details
- FAQs
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).
Comparisons
Compare with
Reviews and Ratings
(85)
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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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.
Attribute Ratings
Reviews
(1-9 of 9)Companies can't remove reviews or game the system. Here's why
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.
- In my opinion, easy to navigate
- In my experience, extremely poor integration with accounting software (Quickbooks)
- In my opinion, extremely poor customer service and onboarding
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.
- Logging in
- bating you to spend more money and time
- Horrible customer services
- dishonest representation of what their system does
- useless forms
- poor integration
Score 1 out of 10
Vetted Review
Verified User
Clio is used for accounting & billing of 200+ clients at present.
- Integration with LawPay
- 24 hour customer service
- customization of bill layout
- No ability to apply payments or credits unless previously billed, even if earned
- No ability to print client NOTES (I have used post-its and more recently Excel worksheets)
- Difficulty in correcting matter names
- Inflexible bill formatting, our bills show history back to 2020 when we opened and go for pages
- Reports are lousy. Customization limited. Have to export to Excel to sort.
- Tech writers completely uninterested in improving, unlike TimeSlips & TimeMatters.
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.
- Time Tracking
- Document Automation - Microsoft Word
- Task Tracking
- Calendar management
- Electronic Signatures
- Document Management - It doesn't do PDFs
- Notes can be a bit disorganized
- Doesn't track some things I need for certain case types (such as medical bills in Personal Injury cases)
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.
- 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.
- The level of spam protection on the forms interface for websites needs to be improved, as of late we have been getting a lot of spam forms from individuals either trying to scam the firm or sell the firm services.
- It would be nice if there was just one log in for Clio Manage and Clio Grow instead of having to log into both.
- It would be nice to have more control of the format of the invoices.
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.
- "Kanban" style board
- Automated Documents and Electronic Signatures
- New Lead Contact Database
- API software integrations
- More Advanced Reporting and Data Statistics
- Better Contact List Management and Export Options
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.
- Clio's customer service is prompt and always helpful.
- Tracking client fees and expenses is easy in Clio.
- Most any financial report desired can be found within Clio.
- Sometimes find a matter within a client is unnecessarily difficult - all matters associated with a client should be easily discoverable.
- A minor issue - but I would like the ability to move calendar items around or reduce the box size surrounding appointments.
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.
- Timekeeping. All I have to do is open Clio in the morning and press the "start timekeeping" button if I am too lazy to type in a few words.
- Billing. The new interface is really easy to use.
- Calendar. I use two calendars for deadlines, etc. My G-Suites calendar and 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?
- Case notes. This feature may be useful for high-volume practices, but I never use it.
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.
- Access the calendars of everyone in the firm. We can schedule remotely and share with the entire team.
- Manage tasks. We have our task lists, we can assign tasks, notify via email and get notified when a task is complete. We also track the tasks by matter so we can instantly see what everyone is working on.
- Track contacts and conflicts. Everyone in the firm can access the full contact database anywhere, any time. We can instantly check for conflicts - even when out of the office
- I love the firm feed. It allows us to see the activities of anyone and everyone in the firm. Very helpful when trying to track down who made a change or added/removed items from the file. Now that they also have a firm feed my matter it is even more useful and dynamic.
- Clio's sync with One Drive makes it so much easier to access a document when working from home, at a client office or other remote location.
- I love that we can create cascading task lists, I just wish it would work backwards and create tasks working back from a closing date instead of working forward.
- I would love if there was an easy way to generate an invoice without detail for flat fee matters.
- We have had issues with then document sync breaking since the upgrade began and wish they could fix it and we would get back the reliability we used to have. Documents are still there, just takes more oversight and patience for the sync.