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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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Learn from top reviewers

Clio in Legal Office

Rating: 9 out of 10
November 26, 2024
IncentivizedVetted ReviewVerified User
My law office uses Clio as our CRM, matter and lead management, accounts receivable, and as an email marketing tool.
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Verified user
Paraprofessional
Clio1 year of experience

In my opinion, Garbage, like all the rest

Rating: 1 out of 10
August 9, 2024
Vetted ReviewVerified User
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 pro...
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Richard Hackerd
Account Manager - Legal
attorney
RE Hackerd
Clio2 years of experience

In my experience, zero integration with accounting software

Rating: 1 out of 10
November 6, 2023
Vetted ReviewVerified User
Clio was our firm's client and file management system. We also attempted to use it for accounting.
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Verified user
Professional
Clio1 year of experience

Terrible On-Boarding & Integration Experience

Rating: 1 out of 10
October 3, 2023
IncentivizedVetted ReviewVerified User
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 spen...
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Verified user
Professional
Clio1 year of experience

Document Search Functionality Lacking

Rating: 1 out of 10
June 1, 2023
Vetted ReviewVerified 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 conte...
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Verified user
Partner
Clio1 year of experience
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Pricing

View all pricing

EasyStart

$49

Cloud
per user/per month

Clio Grow

$59

Cloud
per user/per month

Essentials

$89

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.clio.com/pricing/?cta=top…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $49 per month
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Product Demos

Review Of Clio Law Firm Practice Management Software - Best Legal Billing Software? (New 2020)

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.

Clio starts at $49.

Reviewers rate Support Rating highest, with a score of 6.4.

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

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Reviews From Top Reviewers

View all reviews
(1-4 of 4)

Clio in Legal Office

Rating: 9 out of 10
Incentivized
November 26, 2024
Verified User
Paraprofessional in Legal
Law Practice Company, 1-10 employees
Vetted Review
Verified User
Clio
1 year of experience
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
Likelihood to Recommend
Coming from another Legal CRM and case management system, Clio is a dream come true. I can easily tag contacts, imput case data, track tasks and matter stages, record billings and send clients links to easily pay bills, attach and save important documents to matters that automatically sync with my company server, and so much more. These features improve office efficiency and productivity.
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
9
Clio does not have a convoluted interface. If there's ever a time I can't find a feature, there is an easy to use help feature that allows you to search for a solution. If that doesn't help, you can always chat with an agent.
Alternatives Considered
CARET Legal had way too many bugs and issues. I'd enter a support ticket and receive a response from support MONTHS after the fact. On random days, certain features such as searching contacts for a specific tagged field was unavailable with no explanation. These little disruptions in our everyday workforce became all too regular, making our productivity drop, which led us to look into alternative software.
Other Software Used

In my opinion, Garbage, like all the rest

Rating: 1 out of 10
August 09, 2024
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
Likelihood to Recommend
They are charging me $2,842/yr for two seats. Today I was told not to use my iphone for contacts.
Return on Investment
  • I've spent five hours with support this week.
Usability
1
In my opinion, highly usable as long as you don't want anything else to work with it.
Alternatives Considered
I think Clio stinks. I think they all stink. I'm seriously considering returning to paper.

Clio makes big promises to small firms. Don't fall for it.

Rating: 2 out of 10
October 17, 2022
JB
Joe Bearden
Attorney
Bearden Law (Law Practice, 1-10 employees)
Vetted Review
Verified User
Clio
1 year of experience
Use Cases and Deployment Scope
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.
Pros
  • Document Merge
  • Big Promises
  • Simple processes become complex
Cons
  • Basic calendar notification customization
  • Multiple client calendar event support
  • Return contact from account manager within a reasonable timeframe
  • Flexibility for small practices
  • Honest sales promises about the limitations of the software
  • Client file basic note documents: I can either put every note in a different document (useless since I'll have to open every one to read the case history) or I can use a "note" which inexplicably opens over like 1/6th of the screen. It's like trying to do a survey through a periscope.
  • Use Google Drive instead. It's free and it's so much better.
Likelihood to Recommend
Firms with like 4 clients who should probably just use paper. If you're going to court for one or two clients at a time, the clunky calendar function might be able to keep up. If you have any substantial number of clients on the same docket, forget about it. Use Google Calendar instead and hire someone with the money you save by not using Clio to send them all text messages.
Most Important Features
  • Doc merge (use MS Word instead)
Return on Investment
  • We wasted a ton of time transitioning only to find promised features did not work
  • We wasted a ton of time trying to get Clio to help us figure out how to at least hack their program to make it work for us
  • We're still wasting time trying to get some kluge of Clio and other software to do all of the basic functions that should obviously be covered.
Alternatives Considered
Clio made us a lot of promises they've been completely unable to deliver on. They said the calendar would notify clients of upcoming court dates and help us track tasks. They promised they'd streamline our processes. Instead, we're just stumbling around a dysfunctional interface and hoping that at some point someone decides we're important enough to respond to.
Other Software Used
Products Replaced
Yes
Google Drive, but we've been unable to phase out Drive since major portions of Clio simply do not perform. The core functions, the parts we were told Clio really excels at, are still on drive after a brief attempt to get those parts of Clio to work. It's not just that Clio has a terrible interface; we've researched them and talked to support about them, and the few people we can actually reach just tell us that what sales promised us is impossible, but we can submit a feature request so that can be ignored.
Key Differentiators
  • Product Features
  • Product Usability
  • Product Reputation
Clio was supposed to be great. Sales promised us the moon.

Liars.
Evaluation Lessons Learned
Stick with Google Drive. It doesn't do everything, but it does what it does well, and it's free. Clio is hella expensive for something that only does 1/5th of what it promises.
Support Rating
2
When I contact them, I am told that the person who can help me cannot be reached but that I should call back. When I call, I cannot get ahold of anyone who can help. Sales/support does not respond to my emails. Maybe if you are part of a large firm they treat you differently.
Premium Support
I am not aware of the option. But why should I have to pay for that? Support your product. Better, make it not need much support. User-centered design is not a new science.
Bug Resolution
Yes
No
Usability
2
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.
Difficult Tasks
  • Everything
Mobile Interface Availability and Impressions
Yes
As poorly as the rest of the software

Clio - Your one stop shop for law office management

Rating: 10 out of 10
Incentivized
December 03, 2020
SR
Sarah Renfro
Partner
Renfro & Renfro, PLLC - Attorneys & Counselors at Law (Law Practice, 1-10 employees)
Vetted Review
Verified User
Clio
3 years of experience
View profile
Use Cases and Deployment Scope
Clio is our firm wide client management system. It keeps us organized and on top of client deadlines and case developments.
Pros
  • Integrates easily with lots of other software applications.
  • Clio support has been extremely responsive and helpful in both resolving issues and just explaining different applications of the software.
Cons
  • There are regular (but short) issues that cause delays in load time and document creation.
Likelihood to Recommend
With more and more employees working remotely, the Communications and Notes in Clio have been essential in keeping everyone in the office up to date on client developments.
Return on Investment
  • Clio is a one stop shop for us, which makes financial planning easier.
Other Software Used
Usability
10
Onboarding new employees has its challenges, but orienting in Clio has been an easy process for new learners. Also, when I have encountered questions, Clio support has immediate answers.
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