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About Clio
Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra.
Lawyers can access and manage their work in one central system - with matters, contacts, documents, billing, payments, and everything you need in one place. Schedule a live demo to learn more.
Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments.
The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account.
The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more.
The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.
Clio pricing
Clio does not have a free version but does offer a free trial. Clio paid version starts at US$39.00/month.
Starting Price:
US$39.00/month
Free Version:
No
Free trial:
Yes
Alternatives to Clio
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Clio Reviews
Feature rating
5 reviews of 1,609
View all reviews
J.P.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4
5
Reviewed on 04/11/2019
Clio is the best option for a solo or small firm law practice
After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.
Pros
The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.
Cons
Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.
Reasons for Choosing Clio
At the time I decided to look at alternatives, in 2017, the product was getting worse, not better.Reasons for Switching to Clio
Largest user base and least likely to get assimilated or go out of business, forcing another vendor change.
Erica
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Value for Money
2
Features
3
Ease of Use
4
Customer Support
2
4
Reviewed on 23/01/2024
Clio Is the Most Useful Database We have Used
Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in customer service however has dampened my enthusiasm..
Pros
Integration of payment, invoicing and CRM
I used to love the customer service but now....NO
Cons
Difficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries.
Response from Clio
Hi Erica. Thanks for sharing this valuable feedback. I can assure you that we take into account this information to continuously improve our products and services.
I’m sorry you had an unsatisfactory experience with our customer success team. I can assure you that all of our customer service staff are trained in-house and have in-depth knowledge of all our products. While it may on occasion take more than one call to answer a question, please know that we are committed to resolving your queries as quickly as possible—and our team is available 24 hours a day, 5 days a week, via in-app chat, email, or phone should you need further assistance.
Replied 25/01/2024
Anthony
- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
Value for Money
1
Features
2
Ease of Use
2
Customer Support
1
1
Reviewed on 01/08/2024
Not a good product
I was misled in the sales call and they talked me into purchasing Grow. Boy, what a mistake! Grow is a product that promises to automate the intake experience but does not work as advertised at all. The tech support seems unable to figure out the problems I am having, and paying for premium support was one more waste of money.
Pros
Manage makes it easy to send bills and get paid electronically. It can maintain files and track time.
Cons
Grow is a useless product that doesn't really work, and premium tech support is a waste of money.
Alternatives Considered
MyCaseReasons for Choosing Clio
I opened a new office and needed softwareReasons for Switching to Clio
Clio seemed good for a solo practitioner. Boy was I wrong.
Karen
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4
5
Reviewed on 30/05/2024
It's a comprehensive program.
Pros
Provides online access and accessibility.
Cons
Reports and tracking are not always helpful.
Galen
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 1+ year
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 12/12/2023
Couldn't Live Without Clio Manage and Clio Grow
Excellent. I highly recommend Clio and it is worth the cost. I also appreciate the ongoing CLE opportunities, some of which are free.
Pros
Clio helped me hit the ground running when I opened my solo practice. Nearly every feature is user intuitive, and I have already been delighted to see Clio continue to upgrade its services in the two years I have used them. I couldn't survive (i.e. stay organized) without all of its features, billing, document e-signature service, and access to its partner, Proof for service of process.
Cons
Initially I was disappointed that Clio Grow and Clio Manage didn't "talk" to one another. I love Clio Grow to keep track of leads and potential clients, and I like the ability to transfer a file over to Clio Manage. I didn't like that they weren't truly in sync. However, Clio has worked to solve that pet peeve and is continuing to make improvements.
