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What is Clio?

Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to…

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Clio is a powerful practice management software that has attracted users who were dissatisfied with their previous software, such as …
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Clio Clio Clio

8 out of 10
October 21, 2021
We utilize Clio and Clio Grow for overall client management and billing. total use for client data, contacts, billing, trust management
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FULL FACE of CLIO | DEMO ( yes peripera is included )






Review Of Clio Law Firm Practice Management Software - Best Legal Billing Software? (New 2020)


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Product Details

What is Clio?

Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.

Clio Video

Watch this 2-minute explainer video to see how Clio can transform your law firm. ► Get started with Clio today: Clio eases the day-to-day of over 150,000 legal professionals spanning 90 countries with intuitive time tracking, billing, matter management,...
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Clio Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.

Reviewers rate Support Rating highest, with a score of 5.9.

The most common users of Clio are from Small Businesses (1-50 employees).
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Clio is a powerful practice management software that has attracted users who were dissatisfied with their previous software, such as MyCase. Users have migrated to Clio due to its robustness and ability to solve issues with case management and client development tracking. It serves as a central tool for managing client contact and document databases, integrating with calendaring, sorting matters, recording time, and preparing bills. The software's ability to manage new leads and potential clients through Clio Grow has been particularly useful for the intake department, allowing them to track contact information, notes, and even offer electronic document signing and automated intake forms. Clio Grow's Kanban style board provides a visual representation of each prospective client's status in the intake system, facilitating efficient lead management.

Clio's versatility makes it suitable for various types of legal practices, ranging from small 2-lawyer firms to mid-large firms. It handles a wide range of functionalities like case management, calendars, document signing, time tracking, billing, and payment acceptance. Users appreciate its scalability and consider it a reliable solution that grows with their firms. However, some users have found certain basic features lacking in Clio, such as calendar functionality, appointment notification, and usable client note capabilities. As a result, they have resorted to using alternative software like Google Docs.

For specialized legal practices like mortgage servicer's in-house counsel groups or immigration law firms, Clio has proven valuable in managing matters, documents, case notes, contacts, tasks, reminders, and calendared events. It streamlines administrative tasks such as integrations and billing processes for immigration cases while ensuring professionalism throughout the billing process. With over 200 clients relying on Clio for accounting and billing purposes alone and others using it for comprehensive case management needs within the firm, it has become an integral tool that supports efficient client communication and document storage.

Clio's appeal extends beyond individual lawyers or teams; it serves as a central software that entire organizations can utilize to manage cases, scheduling, document automation and storage, client communication, and more. Its accessibility and easy information retrieval have proven valuable for distributed organizations where telecommuting employees or those in different office locations can access necessary data effortlessly.

While Clio has received praise from many users, there have been instances where users faced challenges. Some users expressed disappointment with Clio Grow, mentioning issues with form integrations and limited form customization options. Additionally, there have been concerns raised about the search function, particularly content search within documents. Users have experienced issues with documents not populating in searches, leading to inefficiency in finding relevant information. Users have reached out to Clio for support through chat and phone calls but have had challenges in getting their issues resolved promptly. They have even resorted to performing screen shares to demonstrate glitches in Clio's system and provide examples of weak search functionality. Unfortunately, support from Clio has been slow in assisting and responding to users' concerns. As a result, some users are considering exploring other document management systems that can offer more effective and timely support.

Despite these challenges, many users have praised the mobile app of Clio, finding it user-friendly and convenient for accessing important information on the go. The ability to search for specific content within documents has also been highlighted as an important feature for users when choosing a document management system. However, the aforementioned issues with document search functionality have caused frustration and inefficiency in locating specific documents.

In conclusion, Clio has proven itself as a robust practice management software that addresses a wide range of needs for legal professionals. From case management and client development tracking to lead management and billing processes, it offers valuable features for solo practitioners, small firms, and mid-large firms alike. However, there are areas where the software falls short, such as calendar functionality, appointment notification, client note capabilities, and document search efficiency. These drawbacks have led some users to seek alternative solutions or explore other document management systems that can better meet their specific needs. Additionally, improvements in customer support response times would enhance the overall user experience with Clio.

Convenient Timekeeping: Several users have found Clio's timekeeping feature to be convenient and easy to use, allowing them to track their billable hours effortlessly by simply pressing a button.

Intuitive Interface and Billing: Many reviewers have praised the new interface of Clio for being user-friendly. They specifically mentioned that the billing feature is intuitive and makes the billing cycle for clients easier, ensuring bills get paid and retainers get replenished with ease.

Extensive API Integrations: Users appreciate Clio's extensive API software integrations, which allow for robust customization of the practice management solution. The developer partnership program has been highlighted as very good by many customers.

Difficulty in Document Management: Some users have expressed difficulty in using the software for document management, stating that it is easier to create Word templates and use Word instead. They find the process cumbersome and inefficient.

Limited File Management Capabilities: There are suggestions from users to improve the software's file management capabilities by allowing easy access to files with certain tags, similar to Mac's tag structure. This would enhance organization and streamline file retrieval.

Lack of Robust Project Management Tools: Users desire the addition of more advanced project management tools to enhance their workflow within the software. They feel that current features are lacking in terms of task tracking, collaboration, and overall project organization.

Users recommend the following actions when using Clio:

  • Utilize the onboarding team to fully understand the benefits of Clio and ensure a smooth transition. Get buy-in from the entire team and manage expectations accordingly.
  • Take advantage of the free trial, request a demonstration, and talk to current users to evaluate Clio's interface and features. Consider alternatives if not technologically inclined.
  • Make use of Clio's one-on-one tutorials for a comprehensive understanding of the software. Create demos and explore its various features to unlock its massive time-saving potential.

By following these recommendations, users believe that Clio can effectively meet their legal practice needs, improve organizational efficiency, and provide valuable support through its online help staff.

Attribute Ratings


(1-24 of 24)
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Score 1 out of 10
Vetted Review
Verified User
Clio was our firm's client and file management system. We also attempted to use it for accounting.
  • In my opinion, easy to navigate
  • In my experience, extremely poor integration with accounting software (Quickbooks)
  • In my opinion, extremely poor customer service and onboarding
In my opinion, Clio has a slick website and it makes Clio come across like it will be intuitive and streamlined. Instead, I think it makes simple processes overly complex.

In my experience, the advertised "integration" with accounting software is completely nonexistent. As a result, in my opinion, Clio will not simplify processes for a small firm. In most instances, I think it adds an extra step.
Score 1 out of 10
Vetted Review
Verified User
We were excited to on-board with Clio as we were making the leap from PC Law. It has, however, turned into a nightmare for our small firm as our local data, which we have spent tremendous time and money providing to Clio has been mistakenly uploaded by that company onto foreign servers - with no concrete plan to get it back, take it down or correct the situation. We were advised last week that our situation was being "escalated" - and only today received a request for access to our account. VERY DISAPPOINTED with this experience.
  • Texting Function
  • Nice Interface
  • Good on-line help videos
  • Sales people over promised and underdelivered
  • Communication w/ support has been difficult (empathizing with no concrete solutions)
The integration and on-boarding has been atrocious.
Score 1 out of 10
Vetted Review
Verified User
My review of Clio focuses on one "functionality" of Clio. When I was making my decision on which document management system to use, the search function, specifically the content search function was incredibly important to me as the previous DMS did not have a good search within feature. I told the Clio sales person that this was an important feature and I was told how incredible the feature is.

As I have used the product for nearly 16 months, I was noting that many of my documents were not populating in various searches I was running. I initially excused this as user error. When it became clear to me that I was spending far too much time looking for documents, I began to explore this further. (Here is one example: I was sitting in a mediation with a client and began looking for a document in Clio. My client found the document faster from her cell phone than I could using Clio because the document search I was running would not populate my document. I had to dig around through folders in my client file to find it, which is incredibly inefficient).

As I became increasingly frustrated with my inability to find documents, I finally reached out to Clio, first through the chat function. I explained my issue and was told that they could not help me through chat and that I would need to call them. I called them (5/22/23), and referenced my ticket number, but was forced to go explain everything again. I was placed on hold for at least 25 minutes, only for the support person to come back on the line and make it clear to me that she still did not understand the issue.

I performed a screen share to show her that what was going on was not user error. There is a glitch in Clio's system. It is not how I saved the documents. I was able to show her several examples. I also told her various ways the search functionality was far weaker than what was promised when I was sold the product. She could not assist me, but assured me that she would get back to me by the end of the day after connecting with backend support.

The email I received from her was that she still did not know what was going on. She asked for me to provide her with dates and times we could connect to do another screen share. I sent her those dates and times and she was not available and offered no alternative dates. She again tried to claim that this was user error and explained some of the most rudimentary things about document searches. Days later, and much time wasted, I have no resolution and nothing scheduled to correct this issue. Support takes too long to assist and get back to you.

Looking into other DMS now.
  • Document templates
  • E-sign feature
  • Document content searching
  • Narrowing document name searching
Matters are easy to open, document templates are a great time saver, but the failures in the document search function (previously described) remove any time savings offer through other functionality.
Michael Delaney | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
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 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.
Score 2 out of 10
Vetted Review
Verified User
We attempted to use Clio in all cases, but it is missing basic features, such as feasible calendar features, appointment notification, useable client note capabilities. We ended up returning to Google Docs for most uses, because the free software absolutely trounces the supposedly specially designed software for the legal profession. I can't get support to contact me back, and the basic features I suggest to make the software useable for a small firm are not a priority. Basic Google products: Drive, Calendar, gmail, are free and beat Clio with a stick.
  • Document Merge
  • Big Promises
  • Simple processes become complex
  • Basic calendar notification customization
  • Multiple client calendar event support
  • Return contact from account manager within a reasonable timeframe
  • Flexibility for small practices
  • Honest sales promises about the limitations of the software
  • Client file basic note documents: I can either put every note in a different document (useless since I'll have to open every one to read the case history) or I can use a "note" which inexplicably opens over like 1/6th of the screen. It's like trying to do a survey through a periscope.
  • Use Google Drive instead. It's free and it's so much better.
Firms with like 4 clients who should probably just use paper. If you're going to court for one or two clients at a time, the clunky calendar function might be able to keep up. If you have any substantial number of clients on the same docket, forget about it. Use Google Calendar instead and hire someone with the money you save by not using Clio to send them all text messages.
Robert Brown | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Horrible Experience. I was specifically told that Clio Grow would allow me to create forms that would then integrate into Wealthcounsel. Was told that it was routinely done and that lots of estate planning attorneys used Clio solely because of its integration with WealthCounsel. I spent countless hours over 2 months setting up the system and creating forms. I told our IT team to hold off on form generation for the new website because Clio would handle it. After speaking with countless people and departments at Clio, they finally admitted that there system only pulled the main contact in, that their forms only allowed one contact to be pulled in. Could not make form fields optional so you had to have a different form for a family with one kid, 2 kids, 3 kids, etc. And a different form for married or unmarried people. They would constantly make promises that they would get it fixed, then come back a week later and still had no idea what they were doing. The sales team is clearly required to have the customers on the hook for two months to get their commission and the tech team is also trying to get you to invest as much time as possible to make the decision to leave more painful. Even the billing is difficult to manage. The online pay system is more expensive than other providers. It's difficult and cumbersome to edit bills.
  • Logging in
  • bating you to spend more money and time
  • Horrible customer services
  • dishonest representation of what their system does
  • useless forms
  • poor integration
Maybe if all you do is time tracking
Score 1 out of 10
Vetted Review
Verified User
Clio is used for accounting & billing of 200+ clients at present.
  • Integration with LawPay
  • 24 hour customer service
  • customization of bill layout
  • No ability to apply payments or credits unless previously billed, even if earned
  • No ability to print client NOTES (I have used post-its and more recently Excel worksheets)
  • Difficulty in correcting matter names
  • Inflexible bill formatting, our bills show history back to 2020 when we opened and go for pages
  • Reports are lousy. Customization limited. Have to export to Excel to sort.
  • Tech writers completely uninterested in improving, unlike TimeSlips & TimeMatters.
Great if you have a simple setup; a few large billable clients who never pre-pay and to whom you never offer a credit or want to customize a bill format. Terrible if you have clients who don't pay - you have to keep sending them the last bill that they received even if dated months prior.
October 21, 2021

Clio Clio Clio

Score 8 out of 10
Vetted Review
Verified User
We utilize Clio and Clio Grow for overall client management and billing. total use for client data, contacts, billing, trust management
  • client managment
  • document managment
  • electronic billing
  • trust accounting
  • operating account for nonrefundable retainer
  • inclusion of intake ability without adding on Clio Grow
  • texting to clients without having to add on other programs
Clio has a great deal of bells and whistles meaning it has the ability to do a lot, customize to your firms needs. However they are still missing up to date necessary remote work features like texting, video chatting etc within the platform
Score 8 out of 10
Vetted Review
Verified User
Clio is our firm's practice management software, we use it to track matters, keep all our dates in a single place, to-dos, billing, and time tracking.
  • Billing
  • Matter management
  • Information in a single location
  • Communications between users.
  • Auto email integration
  • Better views for the to do list like Kanban board or timeline views.
Clio is fairly customizable and can be used for different practice areas. My firm is primarily an IP firm.
Andy Gross | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
It's used by the whole organization as the legal case management system. It's used for logging calls, logging emails, keeping track of deadlines, managing the calendar, managing contacts, and generating documents. It's a massive organizational tool that helps keep track of tasks and to-do items and keep track of time and expenses. It compliments QuickBooks Online and other enterprise software.
  • Time Tracking
  • Document Automation - Microsoft Word
  • Task Tracking
  • Calendar management
  • Electronic Signatures
  • Document Management - It doesn't do PDFs
  • Notes can be a bit disorganized
  • Doesn't track some things I need for certain case types (such as medical bills in Personal Injury cases)
On the whole, it is a good piece of software that is relatively easy to use. The customer service is quite good and the 24-hour support is great. The integrations are nice and easy to use. I think it provides a solid 70% solution to most law firms needs, but needs to be complimented by other software that integrates well into Clio. The built-in secure messaging and document signing for clients is great and really makes life easier and more efficient.
Score 9 out of 10
Vetted Review
Verified User
Clio is our principal CRM. We are a small 2-lawyer firm with no support staff and Clio (Manage + Grow) allows us to leverage technology solutions to better serve our client's needs. We manage cases, our calendar, get documents signed, track our time, issue bills, and accept payments all through Clio.
  • Time-tracking for billable work.
  • Issuing client bills.
  • [Client] intake.
  • Customization of the dashboard in Clio Manage Matters.
Clio is a wonderful practice management solution for small firms that do billable work. The Clio manage software is excellent for tracking your time at different rates, tracking matter budgets, and tracking expenses. Clio is also great for firms that want to implement and use tech in their offices. If clients are at least somewhat tech-savvy (have and know how to use email), they will also benefit and enjoy the implementation of Clio.
Score 10 out of 10
Vetted Review
Verified User
We migrated our Case Management systems from MyCase to Clio last year. The reason we made the switch is because after going through a demo of Clio we realized that it was more robust than MyCase and solved issues we were having with management of our cases and client development tracking. Though Clio is substantially more than MyCase, the flexibility and capability of the system is worth it. Its ability to integrate with other software we use was also a key factor in our decision to make the switch.
  • Provides an interface with NextChapter Bankruptcy.
  • Provides an interface with the forms on our website and landing pages to allow for easy transmission of potential clients into our Clio system from these sources with little human intervention.
  • Its billing, invoicing and payment integration makes the billing cycle for clients easier.
  • The level of spam protection on the forms interface for websites needs to be improved, as of late we have been getting a lot of spam forms from individuals either trying to scam the firm or sell the firm services.
  • It would be nice if there was just one log in for Clio Manage and Clio Grow instead of having to log into both.
  • It would be nice to have more control of the format of the invoices.
For solo and small practices Clio provides a lot of bang for the buck. Its billing and invoicing capabilities are very robust. Its integrations with other software packages, such as QuickBooks, Next Chapter, Mailchimp, etc. make it very easy to implement and grow marketing initiatives. It has the ability to create templates from existing documents that help improve efficiencies in creating client documents and keeping specific types of documents uniform. It has a logical flow to it. Even if you have never used it before and not gone through the onboarding process or tutorial videos, you can figure it out.
Shawn Hamp, Esq. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
My law firm uses CLIO Grow as part of its intake process and as our CRM software.

Specifically, CLIO Grow is used by the intake department to manage new leads and potential new clients that contact our office. We have used CLIO Grow for several years when the software was first called Lexicata and then later acquired by CLIO and added to their suite of products.

CLIO Grow helps us manage our intake department by keeping track of new leads, their contact information, and notes made by the intake staff. This is basically the "SalesForce" of legal intake software. In addition, the software offers electronic document signing with a "HelloSign" integration and automatic email templates and delivery. There are also automated intake forms to send to prospective clients.

The software arranges leads in a Kanban style board to see how leads are processed in the "pipeline" of your intake system and procedures allowing the team to easily visualize the status of each new prospective client.

  • "Kanban" style board
  • Automated Documents and Electronic Signatures
  • New Lead Contact Database
  • API software integrations
  • More Advanced Reporting and Data Statistics
  • Better Contact List Management and Export Options
CLIO Grow is an exceptional CRM for law firms to handle their intake system and potential new leads and clients. Intake staff and receptionists can easily add new leads and contact information into the system to keep track of them in a "Kanban" style pipeline to gather information and follow up with prospects.

New case leads can be categorized by case type, court location, and case value. Contact information can be easily gathered and intake forms and follow-up emails can be sent. CLIO Grow integrates with HelloSign to gather electronic signatures and fee agreements.

A complete intake system can be created with CLIO Grow which also includes an automated checklist for onboarding procedures.

CLIO Grow is ideal for larger intake teams with three or more users. It is far superior to a spreadsheet to keep track of leads because of its automated follow-up features.

Sarah Renfro | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Clio is our firm wide client management system. It keeps us organized and on top of client deadlines and case developments.
  • Integrates easily with lots of other software applications.
  • Clio support has been extremely responsive and helpful in both resolving issues and just explaining different applications of the software.
  • There are regular (but short) issues that cause delays in load time and document creation.
With more and more employees working remotely, the Communications and Notes in Clio have been essential in keeping everyone in the office up to date on client developments.
Jeanie Watt | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Our firm uses Clio across our organization for our large client database. My particular role with Clio is the accounting side - I track client invoices, expenses and fees, as well as A/P and WIP reporting to the attorneys. The other members of the firm use Clio as a reliable tool for client case management.
  • Clio's customer service is prompt and always helpful.
  • Tracking client fees and expenses is easy in Clio.
  • Most any financial report desired can be found within Clio.
  • Currently we sync Clio with our accounting program Xero. Sometimes the sync doesn't happen (i.e. invoices) and I have to recreate them in Xero. It would be helpful if Clio had its own full-service accounting program.
  • Sometimes find a matter within a client is unnecessarily difficult - all matters associated with a client should be easily discoverable.
  • A minor issue - but I would like the ability to move calendar items around or reduce the box size surrounding appointments.
Clio is great for case management, fees/expense tracking, invoicing and financial reporting. It is a great software tool for small to medium law firms. The editing options available in invoicing are particularly helpful - for instance, adding a discount to certain bills. On the downside, a second accounting program is necessary which needs the ability to sync with Clio.
Stephen Shepard | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
My entire organization uses Clio to fully manage our cases, scheduling, document automation and storage, client communication, and more at an affordable price.
  • Integrations. Without integrations, Clio does not stand out much from other platforms.
  • Document Management. Clio has a robust and easy to use document generation and storage system.
  • Support. Clio has easy to access and helpful customer support during normal business hours.
  • Integrative Partners. Clio has 116 integrative partners presently. However, Clio does very little to promote those "partners."
  • Finances. Clio's financial features (trust and operating) are due for an overhaul.
  • Reception to User Feedback. Clio needs to pay more attention to user feedback. Clio, like Google, is growing to a point where it feels like the users' voice is not heard.
Clio is well-suited for solo to midsize firms looking for an affordable case management platform with a large number of integrations.
Danielle Huntley | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I use Clio to manage the administrative side of my immigration law practice. Clio shines in its integrations and billing. The biggest business problem it addresses for me is making billing an efficient process. My invoices always look professional and they are easy to create. I also like the integration with LawPay. It makes it very easy for my clients to take care of their invoices.
  • Professional and efficient invoice creation
  • Secure platform
  • Integrations with other applications
  • The interface is a little clunky
  • Could do better on how matter views look, while you can create as many fields as you want, the way it looks makes it hard to see the info easily
  • Document integration with Google Drive could be better
It's the best platform I've found that doesn't require enterprise level IT infrastructure but is robust for its price point. It has great integrations with other applications. I haven't found anything better. I think the GUI could be improved and I think it could take some queues from practice management platforms like Asana or Trello.
April 27, 2018

Clio- an overview

Jeremy Abrams | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Clio is being used as an all-access tool. We put in our clients, their matters, all activities related to them, and can generate bills straight from the software. It even has communication built in where you can send messages to one another regarding a particular matter.
  • Matter generation
  • Client bases
  • Bill creation
  • Simplicity
  • Making communication easier
  • Allowing for the uploading of documents
Clio is particularly well suited for a smaller firm where people can hand a file back and forth and you don't have to rely on working on the same document online. It makes billing quick and easy if all the time is put in by the attorney or secretary in an efficient manner. Things would get far too complicated and slow with a larger firm.
December 27, 2017

Clio, an honest revievw

Score 9 out of 10
Vetted Review
Clio is the practice management and billing system. It is used by all firm members and they love the mobile app.
  • Clio is easy to use.
  • It meets all of the security requirements.
  • It makes billing very easy.
  • The one drive integration is not functional for a large organization. The shared folder has limitations that are only avoided through the local sync.
  • There is no good Outlook integration. The software itself has a secure communication portal, but nothing beats standard of Outlook.
  • I'd like to see Clio develop its own integration with Word and Outlook. Right now saving documents to Clio, without OneDrive, involves an upload process. You can not save directly to Clio from Word.
  • Need a better way to sort and managed matters with lots of custom data in the matter view. Right now this data is organized as it is entered, but it is not sortable.
Clio is an amazing software with excellent support. It makes many processes easier like billing, contact management, document merge and custom fields. However, better integration with Office would continue to improve the software.
Brad Pearce | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
I am a sole practitioner, so it is used by my whole organization. I convinced a friend, who is a partner in a collection law firm who does not do collection work, to try Clio. He, his paralegal and his secretary use Clio separate and apart from all the other attorneys, paralegals and staff in the firm without problem. Of course there is some duplication (conflicts databases), and he has another partner handle files for him when he is on vacation who who does not have Clio, but those are small inconveniences.
  • Timekeeping. All I have to do is open Clio in the morning and press the "start timekeeping" button if I am too lazy to type in a few words.
  • Billing. The new interface is really easy to use.
  • Calendar. I use two calendars for deadlines, etc. My G-Suites calendar and Clio.
  • Document management. It's still far easier for me to create Word templates and just use Word.
  • Centralized filing of client files. Like I said, I use Word. I work on a Mac and use Mac's tag structure. Clio should find a way to gather all files that have a certain tag and allow me to access them through Clio. Instead, I use Hazel and Dropbox.
  • Case planning and budgeting. I use OmniFocus for project management, a self-created Excel spreadsheet for project budgeting and a cloud-based service for Gantt charts. How hard would it be to add robust project management tools to Clio?
  • Search feature for stored documents and information. Evernote has Clio beat hands-down, but I don't put client-sensitive information (only caselaw) on Evernote.
  • Case notes. This feature may be useful for high-volume practices, but I never use it.
Clio is perfect for solo practitioners and small firms. I handle a small number of complex cases, and it takes care of timekeeping and invoicing. I think it would be outstanding in a high-volume practice (criminal law, Social Security, personal injury, WHA practices).
November 06, 2017

Love Clio

Leslie Lelii | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Clio is used by our entire organization. We have several employees who telecommute and most of the other lawyers and staff work in one of our other office locations or at client offices and Clio allows us to access everything we need quickly, easily and on the go.
  • Access the calendars of everyone in the firm. We can schedule remotely and share with the entire team.
  • Manage tasks. We have our task lists, we can assign tasks, notify via email and get notified when a task is complete. We also track the tasks by matter so we can instantly see what everyone is working on.
  • Track contacts and conflicts. Everyone in the firm can access the full contact database anywhere, any time. We can instantly check for conflicts - even when out of the office
  • I love the firm feed. It allows us to see the activities of anyone and everyone in the firm. Very helpful when trying to track down who made a change or added/removed items from the file. Now that they also have a firm feed my matter it is even more useful and dynamic.
  • Clio's sync with One Drive makes it so much easier to access a document when working from home, at a client office or other remote location.
  • I love that we can create cascading task lists, I just wish it would work backwards and create tasks working back from a closing date instead of working forward.
  • I would love if there was an easy way to generate an invoice without detail for flat fee matters.
  • We have had issues with then document sync breaking since the upgrade began and wish they could fix it and we would get back the reliability we used to have. Documents are still there, just takes more oversight and patience for the sync.
Clio is great for anyone who does work outside the office. Being able to access everything you need remotely is the biggest selling point and what makes it the most valuable software for the firm. I don't like that we cannot choose the tier of service by user, we have to upgrade all users to get upgraded functionality when only a handful of people will use that functionality. Really punishes firms as they grow.
Trevor Casperson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
It is the central software for my practice. It tracks billing, client info, and tasks. I rely on Clio to make my practice of law easier and as I add more professionals they will also use it.
  • Time Management
  • Speed of use
  • Ease of use
  • UI
  • Streamlining
  • Analytics
My star rating is based on my use of the new version of Clio which debited in September to a select group of users. Clio is well suited to law practice management. That is what it is designed to do and it does it well from my use. I have noticed that since I began using the new system, they have addressed many of the issues I once had with the new clio, which is nice.
November 03, 2017

Why I love Clio

Stephanie Saxton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I work in the defense litigation department for a mortgage servicer. We use Clio for our in-house counsel group to manage our matters. This allows us to keep all documents, case notes, contacts, tasks, reminders, and calendared events in one place. We also use it to calendar and as a document repository.
  • Clio allows me to drag and drop documents from emails without having to upload and save.
  • Clio allows for extensive organization of all the different material associated with a litigated file.
  • Clio has a massive space to store our documents. We have never experienced slowness, or a down day, or missing docs.
  • Reporting features. Although Clio has made several recent adjustments, and additions --- the ability to pull only specific info for reporting purposes is still extremely basic and not very user-friendly.
  • It would be nice to be able to change what is actually placed on the dashboard.
Clio is extremely powerful, yet still inexpensive. It is a great tool if you are on the go but want to have everything at your fingertips.
Jason Ramsland | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Clio is our practice management software - we use it across much of the firm to manage our client contact database, document database, it integrates with our calendaring; we use it to sort things by matters, and we use it to record time and prepare our bills. It does a serviceable job with many of these things, though we'd like to see it do some additional things. It solves the problem of having a coherent and consistent platform for managing clients, contacts, matters, time entry and billing.
  • Clio is great at being accessible in a lot of places - it's accessible anywhere.
  • Clio does a good job at allowing time entry - it's particularly easy to enter time onto Clio.
  • Clio does a good job at maintaining consistent access to client files and info related to them. I can count on one hand the number of times it's been slow to respond in the past year.
  • The billing screen is serviceable but unwieldy. It is hard to get your bills to look the way that you want in many cases.
  • The document management process could stand some improvement. In order to manipulate a document, you have to download it, work on it, then re-upload the new version. I'd like a local client or a seamless way to edit and then automatically see the update taken into Clio.
  • The task entry is good but not great. I'd like to see a way to have it integrate into my iPhone's reminders list.
  • The QuickBooks Online sync has been a constant source of frustration for our bookkeeper, who has to monitor daily and hardly ever goes a day without an item failing to sync.
The smaller the practice, the better Clio is for you.

The newer the practice, the better Clio is for you.

The tech-savvier the practice, the better Clio is for you.

For practices that involve a great deal of repetitive work, the document automation functions would be just wonderful.

Clio is lousy for debt collection practice - there just is no feasible way to make the collection process work, particularly from a billing and collection standpoint. There is no way to track the debtor's ledger effectively. Not well supported by Clio either.

The mobile app is super clunky. I keep it on my iPhone and iPad because it's the only way to move a file into Clio from those places. But otherwise, I just use the web interface from my mobile devices.
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