Clio - great for small business, lousy for larger
May 25, 2022

Clio - great for small business, lousy for larger

Rosie Grove | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

Clio is used for accounting & billing of 200+ clients at present.
  • 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.
  • Accurate Trust accounting and bills
  • Customer support at all hours of the day, even when they cannot answer or change the limitations of the product
  • Integration with LawPay
  • Clio is ok, would recommend Timeslips or Timematters as better options
Timeslips way better product. Had no choice but to work with Clio as the management preferred the subscription model.

Do you think Clio delivers good value for the price?


Are you happy with Clio's feature set?


Did Clio live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Clio go as expected?


Would you buy Clio again?


Great if you have a simple setup; a few large billable clients who never pre-pay and to whom you never offer a credit or want to customize a bill format. Terrible if you have clients who don't pay - you have to keep sending them the last bill that they received even if dated months prior.