1. Home
  2. Law Practice Management Software
  3. Clio Reviews
  4. User Review of Clio
Clio - pretty good, pretty close, not quite there but on its way.
October 30, 2017

Clio - pretty good, pretty close, not quite there but on its way.

Jason Ramsland | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

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.
  • 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.
  • Hard to judge ROI, but it saves us money compared to our old server based system (ProLaw)
  • More accessible from more places. I was able to continue working during a two week trip to the beach.
  • The Client Portal (Clio Connect) is a positive way to send clients document securely, avoids the forwarded email / forwarded attachment problem.
The UI is far better than MyCase. For RocketMatter, it was 6 vs. half dozen. But for a dumb name, our firm may have chosen rocket matter. They do many of the same things.

Clio has the gravitas of having been first and longest to the cloud based law practice management system. The track record brings about experience and resources.

I'm often frustrated by the lack of transparency about what's coming down the pike and how long it is going to take. I can't say for certain whether this is better or worse than the others, but I have the sense that RocketMatter is better about that.

ProLaw was locally hosted and looks to be built for cataclysmically huge law firms. Not for us.
The smaller the practice, the better Clio is for you.

The newer the practice, the better Clio is for you.

The tech-savvier the practice, the better Clio is for you.

For practices that involve a great deal of repetitive work, the document automation functions would be just wonderful.

Clio is lousy for debt collection practice - there just is no feasible way to make the collection process work, particularly from a billing and collection standpoint. There is no way to track the debtor's ledger effectively. Not well supported by Clio either.

The mobile app is super clunky. I keep it on my iPhone and iPad because it's the only way to move a file into Clio from those places. But otherwise, I just use the web interface from my mobile devices.