Go with Clio.
August 07, 2025

Go with Clio.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

At our law firm, we use Clio Manage and Clio Grow to streamline daily operations, improve client communication, and ensure efficient case management from intake to resolution. Just like any business or law firm, data security is critical. I think Clio provides secure cloud-based access with role-based permissions and is compliant with legal industry standards.

Pros

  • Client Communication.
  • Reporting and Metrics.
  • Document Automation.

Cons

  • No conditional logic in task assignments.
  • Basic notification system with limited real-time updates.
  • Faster Client Intake & Onboarding.
  • Improved cash flow.
  • Higher Staff Productivity.
Clio is intuitive and easy to learn. Even new staff or attorneys with limited tech experience can quickly navigate through tasks, matters, billing, and calendars. This reduces training time and increases productivity, especially in a busy mid-sized law firm. Because it’s cloud-based, Clio can be accessed from any device, anywhere. Whether I am working in the office, at home, or in court, I have full access to my cases, documents, and time entries.
Clio offers integrations such as Microsoft 365, Google Workspace, QuickBooks, Zoom, Dropbox, and more. This allows me to customize my tech stack to fit my specific needs. Clio’s mobile app is more feature-rich, offering time tracking, document access, calendaring, and even billing on the go. It’s ideal for attorneys who work remotely or travel frequently.

Do you think Clio delivers good value for the price?

Yes

Are you happy with Clio's feature set?

Yes

Did Clio live up to sales and marketing promises?

Yes

Did implementation of Clio go as expected?

Yes

Would you buy Clio again?

Yes

Clio allows our law firm to track all aspects of a matter, such as documents, emails, time entries, tasks, and notes, in one place. This is ideal for our mid-sized law firm, which handles general litigation, personal injury, and family law. A feature we appreciate is the client portal's secure way to share updates, documents, and invoices.

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