Incredibly expensive for software that fails so miserably at so many fundamental core functions.
Updated January 20, 2023

Incredibly expensive for software that fails so miserably at so many fundamental core functions.

Michael Delaney | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

Clio is a practice management solution for law firms. In my opinion it has sufficient features and scalability to serve as the basis for anything from a solo practitioner to a mid-large firm.
  • 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.
  • Clio's billing and trust functions are very reliable.
  • Our initial transition to Clio was difficult. However, as we adapt our practice to Clio's capabilities, we have come to appreciate Clio's reliability and easy of use.

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?


Did implementation of Clio go as expected?


Would you buy Clio again?


Clio is great at making things look pretty. I believe the actual way that the data is stored and the way that the UI interacts with the data, particularly with the contact data, is horrifyingly convoluted. I would strongly advise against using Clio, but if you do decide to use Clio, you should keep a running back up of all your contact data, as I have identified several ways in which Clio will delete, alter, or add extraneous contact information through just the normal use of their UI in ways that are counter-intuitive I believe.

Clio Support

Clio's support options are well run and available without much wait time during the week. There are no support options during the weekends.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
No escalation required
Immediate help available
Support cares about my success
Quick Initial Response
There is no premium support I found
Yes - In our first month of using clio, we reported multiple bugs, I think about 10. Some of the bugs are critical bugs that affect data integrity. We are not allowed to see the status of the bugs that were reported, or even to get a list of the different bugs we have reported.
I cannot. To the best of my knowledge, this has not ever happened.