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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 5.8.

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

(88)

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.

Attribute Ratings

Reviews

(1-24 of 24)
Companies can't remove reviews or game the system. Here's why
Michael Delaney | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
  • 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.
  • 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.
Score 2 out of 10
Vetted Review
Verified User
  • Document Merge
  • Big Promises
  • Simple processes become complex
  • 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.
Score 1 out of 10
Vetted Review
Verified User
  • 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.
October 21, 2021

Clio Clio Clio

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • client managment
  • document managment
  • electronic billing
  • trust accounting
  • operating account for nonrefundable retainer
  • inclusion of intake ability without adding on Clio Grow
  • texting to clients without having to add on other programs
Andy Gross | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Shawn Hamp, Esq. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • "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
Sarah Renfro | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • There are regular (but short) issues that cause delays in load time and document creation.
Jeanie Watt | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • Currently we sync Clio with our accounting program Xero. Sometimes the sync doesn't happen (i.e. invoices) and I have to recreate them in Xero. It would be helpful if Clio had its own full-service accounting program.
  • 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.
Stephen Shepard | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Integrations. Without integrations, Clio does not stand out much from other platforms.
  • Document Management. Clio has a robust and easy to use document generation and storage system.
  • Support. Clio has easy to access and helpful customer support during normal business hours.
  • Integrative Partners. Clio has 116 integrative partners presently. However, Clio does very little to promote those "partners."
  • Finances. Clio's financial features (trust and operating) are due for an overhaul.
  • Reception to User Feedback. Clio needs to pay more attention to user feedback. Clio, like Google, is growing to a point where it feels like the users' voice is not heard.
Danielle Huntley | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Professional and efficient invoice creation
  • Secure platform
  • Integrations with other applications
  • The interface is a little clunky
  • Could do better on how matter views look, while you can create as many fields as you want, the way it looks makes it hard to see the info easily
  • Document integration with Google Drive could be better
December 27, 2017

Clio, an honest revievw

Score 9 out of 10
Vetted Review
ResellerIncentivized
  • Clio is easy to use.
  • It meets all of the security requirements.
  • It makes billing very easy.
  • The one drive integration is not functional for a large organization. The shared folder has limitations that are only avoided through the local sync.
  • There is no good Outlook integration. The software itself has a secure communication portal, but nothing beats standard of Outlook.
  • I'd like to see Clio develop its own integration with Word and Outlook. Right now saving documents to Clio, without OneDrive, involves an upload process. You can not save directly to Clio from Word.
  • Need a better way to sort and managed matters with lots of custom data in the matter view. Right now this data is organized as it is entered, but it is not sortable.
Brad Pearce | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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?
  • Search feature for stored documents and information. Evernote has Clio beat hands-down, but I don't put client-sensitive information (only caselaw) on Evernote.
  • Case notes. This feature may be useful for high-volume practices, but I never use it.
November 06, 2017

Love Clio

Leslie Lelii | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
November 03, 2017

Why I love Clio

Stephanie Saxton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Clio allows me to drag and drop documents from emails without having to upload and save.
  • Clio allows for extensive organization of all the different material associated with a litigated file.
  • Clio has a massive space to store our documents. We have never experienced slowness, or a down day, or missing docs.
  • Reporting features. Although Clio has made several recent adjustments, and additions --- the ability to pull only specific info for reporting purposes is still extremely basic and not very user-friendly.
  • It would be nice to be able to change what is actually placed on the dashboard.
Jason Ramsland | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Clio is great at being accessible in a lot of places - it's accessible anywhere.
  • Clio does a good job at allowing time entry - it's particularly easy to enter time onto Clio.
  • Clio does a good job at maintaining consistent access to client files and info related to them. I can count on one hand the number of times it's been slow to respond in the past year.
  • The billing screen is serviceable but unwieldy. It is hard to get your bills to look the way that you want in many cases.
  • The document management process could stand some improvement. In order to manipulate a document, you have to download it, work on it, then re-upload the new version. I'd like a local client or a seamless way to edit and then automatically see the update taken into Clio.
  • The task entry is good but not great. I'd like to see a way to have it integrate into my iPhone's reminders list.
  • The QuickBooks Online sync has been a constant source of frustration for our bookkeeper, who has to monitor daily and hardly ever goes a day without an item failing to sync.
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