Clio

Cloud-based legal practice management software

4.7 /5 (1135 reviews) Write a Review!

Clio Overview

What is Clio?

Clio is a cloud-based legal practice management solution that lets you manage your law firm from anywhere. Ranked #1, Clio is the leading legal software solution with the most 5-star reviews and the only legal software with over 1,000 reviews on GetApp. Access and manage your work in one place - with your matters, contacts, billing, and more located in one centralized system. Start a free 7-day trial or schedule a demo with a Clio expert to learn more.

Clio Overview

Pricing

Starting from
US$39.00/month

Pricing options

Free Trial
Subscription
Value for money

Clio pricing per user starts from:
$39/month


Clio Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom
Supported Languages
English

Media

With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.
Robust invoice customization options give law firms the opportunity to put their branding front and center.
The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute.
The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home.
Clio calendar
Clio matter pipeline
Clio create new contact
Clio reports
Clio video Clio video Clio video Clio video Clio screenshot: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance. Clio screenshot: Robust invoice customization options give law firms the opportunity to put their branding front and center. Clio screenshot: The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute. Clio screenshot: The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home. Clio screenshot: Clio calendar Clio screenshot: Clio matter pipeline Clio screenshot: Clio create new contact Clio screenshot: Clio reports

Clio Reviews

Clio Reviews

Overall rating
4.7
/
5
Excellent
867

Very good
219

Average
33

Poor
7

Terrible
9

Value for Money
4.6
Features
4.5
Ease of Use
4.6
Customer Support
4.8
96% recommended this app
Stephen B.

Fantastic Practice Management Solution


Ginger P.

Exceptional Value.

Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever expected.


Ashley M.

Better for new attorneys

If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.


Candace S.

Clio Has Made the Start of My New Law Firm Even More Successful

Clio takes case management to a whole new level! Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease. Clio helps me make the most of each and every day by its easy time management options - making bills quick and easy! Utilizing Clio Manage with Clio Grow has been the perfect setup that I needed as I started my own firm. There is no question that I am better managing my clients and my practice with the use of this software.


Bert S.

Passing the blame....

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?


Stephen B.
Industry: Legal Services
Company size: 2-10 Employees

Fantastic Practice Management Solution

Used Daily for 2+ years
Reviewed on 06/07/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ginger P.
Industry: Legal Services
Company size: Self Employed

Exceptional Value.

Used Daily for 1+ year
Reviewed on 04/11/2020
Review Source: Capterra

Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever expected.

Pros

The time and billing program is easy to use. Keeps you on track to bill clients timely, accurately reflects you day, unbilled time as well as billed time. Highly functional. Exceptional Customer Service. This is the best decision I made in years.

Cons

I do not have any Cons about the program. I wish I used it daily in the beginning of my learning curve.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ashley M.
Industry: Law Practice
Company size: 2-10 Employees

Better for new attorneys

Used Daily for 6-12 months
Reviewed on 22/03/2017
Review Source: Capterra

If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.

Pros

It's online.
The timer can be stopped and started easily.

Cons

I spend about two (2) hours a day implementing workarounds to make the system work because it was not built for family law practice or file review. It's a good backup system but it's nothing very reliable unless you're willing to invest the time into making it work.

Response from Themis Solutions

Hey Ashley,

This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions?

- Derek, Clio Community Manager

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Candace S.
Industry: Legal Services
Company size: Self Employed

Clio Has Made the Start of My New Law Firm Even More Successful

Used Daily for 1-5 months
Reviewed on 29/10/2020
Review Source: Capterra

Clio takes case management to a whole new level! Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease. Clio helps me make the most of each and every day by its easy time management options - making bills quick and easy! Utilizing Clio Manage with Clio Grow has been the perfect setup that I needed as I started my own firm. There is no question that I am better managing my clients and my practice with the use of this software.

Pros

My favorite feature of Clio is Clio GROW. I got it right from the start along with Clio Manage and I highly recommend it. As a sole practitioner, I need to be able to streamline and automate my intake process. Additionally, I need to keep up with my leads for marketing purposes. Clio Grow has enabled me to be much faster in my response time with new clients. It is very evident to me that my rate of conversion has been substantially increased with the utilization of Grow and now I cannot imagine my practice without it.

Cons

I have seriously not found anything I do not like about this software. I have really practiced with it and have found every feature to be helpful.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Bert S.
Industry: Legal Services
Company size: 2-10 Employees

Passing the blame....

Used Daily for 1+ year
Reviewed on 08/09/2020
Review Source: SoftwareAdvice

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?

Pros

I thought everything was integrated and intuitive.

Cons

Always something that seems like a simple question but impossible to find the answer. The live customer service has mislead us on two or more occasions.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

User recommendation
9.4/10
Based on 1,135 user ratings
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Clio Pricing

Clio Pricing

Starting from
US$39.00/month
Free Trial
Subscription
Value for money

Clio pricing per user starts from:
$39/month

Clio pricing per user starts from:
$39/month

Value for Money
4.6/5
Based on 1,135 user ratings
Compare value for money rating with alternatives
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Clio Features

Clio Features

API
API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.5/5
Based on 1,135 user ratings
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Categories

Additional information for Clio

Additional information for Clio

Key features of Clio

  • Capture and track time from any screen
  • Complete legal accounting with Xero and Quickbooks
  • Customize matter view to your practice area needs
  • Industry-approved trust accounting features
  • Keep track of everyone’s schedules with a central calendar
  • Learn more with on-demand webinars and support articles
  • Limitless document storage
  • Never miss a deadline with Court Rules and Calendaring
  • Personalize client invoices with themes and customizations
  • Practice from anywhere with our iOS and Android apps
  • Save billable tasks and expenses to clients and matters
  • Seamlessly integrate with top productivity tools
  • Securely send and receive online client payments within Clio
  • Securely update clients through Clio’s client portal
  • Track the status of work with advanced task features
  • Use document templates to save time on repetitive tasks
  • Use integrations like Office 365 to eliminate dual entry

Benefits

Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

- Manage every stage of the client journey and convert more prospects with Clio Grow, the CRM designed specifically for law firms.

- Get instant visibility into your firm's financial performance with firmwide and matter dashboards.

- Enable your clients to seamlessly pay legal bills online or in office with Clio Payments.

- Save yourself administrative time by using Clio to manage calendars, documents, tasks, bills, time entries, and more.

Clio FAQs

Clio FAQs

Below are some frequently asked questions for Clio.

Q. What type of pricing plans does Clio offer?

Clio offers the following pricing plans:

Starting from: US$39.00/month

Pricing model: Subscription

Free Trial: Available

Clio pricing per user starts from: $39/month

Q. What are the main features of Clio?

Clio offers the following features:

  • Capture and track time from any screen
  • Complete legal accounting with Xero and Quickbooks
  • Customize matter view to your practice area needs
  • Industry-approved trust accounting features
  • Keep track of everyone’s schedules with a central calendar
  • Learn more with on-demand webinars and support articles
  • Limitless document storage
  • Never miss a deadline with Court Rules and Calendaring
  • Personalize client invoices with themes and customizations
  • Practice from anywhere with our iOS and Android apps
  • Save billable tasks and expenses to clients and matters
  • Seamlessly integrate with top productivity tools
  • Securely send and receive online client payments within Clio
  • Securely update clients through Clio’s client portal
  • Track the status of work with advanced task features
  • Use document templates to save time on repetitive tasks
  • Use integrations like Office 365 to eliminate dual entry

Q. Who are the typical users of Clio?

Clio has the following typical customers:

Small Business, Large Enterprises, Non Profit, Freelancers, Mid Size Business

Q. What languages does Clio support?

Clio supports the following languages:

English

Q. What type of pricing plans does Clio offer?

Clio has the following pricing plans:

Subscription

Q. Does Clio support mobile devices?

Clio supports the following devices:

Android, iPhone, iPad

Q. What other apps does Clio integrate with?

Clio integrates with the following applications:

Chrometa, Cyfe, FactBox, InvoiceSherpa, Law Ruler, PieSync, Teamleader, Wishpond, Xero, Zapier

Q. What level of support does Clio offer?

Clio offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials