Why I love Clio
Updated November 03, 2017

Why I love Clio

Stephanie Saxton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

I work in the defense litigation department for a mortgage servicer. We use Clio for our in-house counsel group to manage our matters. This allows us to keep all documents, case notes, contacts, tasks, reminders, and calendared events in one place. We also use it to calendar and as a document repository.
  • 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.
  • It has definitely helped with organization and time management.
We were able to save an initial investment of over $100,000 by using Clio, and annually about $25,000 after initial setup.
Clio is extremely powerful, yet still inexpensive. It is a great tool if you are on the go but want to have everything at your fingertips.

Clio Support

The support team is very knowledgeable, and efficient. The process is fast and we have always been able to find a resolution.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
No - We have never needed it. In the 3 years that we have been using Clio we have had very rare problems or issues. Most kinks can get worked out just by reading their suggestions. The Clio team has been extremely responsive when we did have questions.
When we had wants or needs that the Clio platform did not have, we asked for it and Clio returned!! Clio will take what you want seriously and incorporate your requests into new developments. I can't say enough good things about it. It was the best business decision we made a few years ago.