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Clio is great for law firms focused on automation and efficiency!
June 20, 2018

Clio is great for law firms focused on automation and efficiency!

Danielle Huntley | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

I use Clio to manage the administrative side of my immigration law practice. Clio shines in its integrations and billing. The biggest business problem it addresses for me is making billing an efficient process. My invoices always look professional and they are easy to create. I also like the integration with LawPay. It makes it very easy for my clients to take care of their invoices.
  • 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
  • Easy invoicing
  • Decent client interface for sharing documents
  • The clunky interface can be frustrating - particularly if you are used to more sophisticated apps
  • For legal tech it's decent
I selected Clio for the app integrations which appeared better than Rocket Matter. I am lucky to have a fiancê in tech who has helped me tremendously with automation and Clio has been relatively easy to use. When I selected Clio, it didn't look like Rocket Matter had the same level of app integration that I wanted.
It's the best platform I've found that doesn't require enterprise level IT infrastructure but is robust for its price point. It has great integrations with other applications. I haven't found anything better. I think the GUI could be improved and I think it could take some queues from practice management platforms like Asana or Trello.

Using Clio