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Clio

Clio

Overview

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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Recent Reviews

TrustRadius Insights

Clio is a powerful practice management software that has attracted users who were dissatisfied with their previous software, such as …
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Clio Clio Clio

8 out of 10
October 21, 2021
Incentivized
We utilize Clio and Clio Grow for overall client management and billing. total use for client data, contacts, billing, trust management
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Reviewer Pros & Cons

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Pricing

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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
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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
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Product Details

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,...
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Clio Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

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 5.5.

The most common users of Clio are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(86)

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!

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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