4.7
Overall rating
Reviews

4.7
Overall rating
Reviews

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 Software - 1
Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily.
Clio Software - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.
Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Clio video
Clio Software - 1 - thumbnail
Clio Software - Comprehensive case management, advanced document management, & faster billing. - thumbnail
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily. - thumbnail
Clio Software - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients. - thumbnail
Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds. - thumbnail

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

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Clio Reviews

Feature rating

Value for Money
4.6
Functionality
4.5
Ease of Use
4.6
Customer Support
4.7
5 reviews of 1,591 View all reviews
Stephen
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 06/07/2019

Fantastic Practice Management Solution

Pros

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Cons

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

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
Dawn
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Features
2
Ease of Use
1
Customer Support
1

1
Reviewed on 25/01/2024

I love CLIO

I am very happy with CLIO. I find it to be quite intuitive

Pros

I like how easy it is to use CLIO (including CLIO Grow) from pre-client stage to setting up files, to timekeeping, to invoicing. It is pretty much seamless. I also really like the service I receive when I have questions.

Cons

I have trouble organizing the custom fields. I still have not figured this out.

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.

Alternatives Considered

MyCase

Reasons for Choosing Clio

No access to government system when opened own practice

Reasons for Switching to Clio

I was impressed by their sales presentation, the ability to track payments in the trust account and operating account, and it was highly recommended by a colleague I trust. She was not wrong. When another colleague opened her practice next door, I recommended Clio and she also loves it.
Jade
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
4

5
Reviewed on 23/01/2024

Great for Canadian Immigration practitioners

I've had a good experience overall with CLIO.

Pros

I looked at several case management systems for my immigration practice, it really checked all the boxes when it came to intake, client invoicing, and helping my remote team stay organized.

Cons

I don't have a lot to complain about, it is not a cheap solution so the pricing is high.

Alternatives Considered

CaseEasy

Reasons for Switching to Clio

I liked that Clio organized the cases and integrated with Google drive and dropbox

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