Clio

Clio

Cloud-based legal case management software

4.6/5 (604 reviews)

Clio Overview

Clio is the leading cloud-based software for the legal industry. Clio eases the day-to-day of legal professionals all over the world with intuitive time tracking, billing, matter management, mobile apps, and more to streamline every task from client intake to invoice. Featuring Clio Manage, the world's most popular legal practice management software, and Clio Grow, a legal CRM platform designed to help you better manage your client relationships, the Clio Suite provides everything you need to run, manage, and grow your firm.

Clio Manage: Focus on billable work. Let Clio automate tedious tasks, optimize workflows, and organize cases—so you can deliver better client experiences.

Make well-informed business decisions, fast. Operate in compliance with regulatory standards. Store your firm’s critical information in one central, secure, up-to-date place, that you can access anywhere, at any time.

Clio Grow: Powerful client intake for law firms—simplified. The complete client intake and client relationship management (CRM) platform that streamlines processes, organization, and law firm growth.

Learn more at clio.com

Pricing

Starting from
US$39,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Clio Reviews

Overall rating
4.6/5
95% positive reviews
429
Excellent
144
Very good
20
Average
5
Poor
6
Terrible
Marie G.

Clio Review

Used Daily for 6-12 months
Reviewed on 2019/06/24
Review Source: Capterra

My overall experience has been positive. There are plenty of resources for day to day activities and for more complex matters the live support has been indispensable. I find it easy to navigate and learn.

Pros

Initially it was a better system overall than the systems we were trying to make fit our needs (Timeslips and Sharepoint). Subsequently, the updates that are implemented by the development team when there is an obvious need or lack identified.

Cons

I did not like that the billing of outstanding balances was not automated during billing runs to capture all outstanding balances so anyone who does not have a current bill still gets a bill when I do not enter a start time as a filter option. I also do not like that I have to clean up so much on the Quickbooks Online end of a Retainer transfer, especially after a billing run when its many clients at once, it creates a lot of work in the Retainer in Trust register in QBO.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Stephen C.

Changed my practice

Used Daily for 2+ years
Reviewed on 2019/06/20
Review Source: Capterra

Pros

Clio has been a game changer for my practice. Before I would write my time on a sheet of paper (sometimes any paper within reach) and hope it got entered at some point before the end of the month. Now, I immediately enter my time either on my computer or iPhone. A phone call, client conversations, anytime I work on a file it immediately gets entered into Clio.
At the end of the month, Billing is a breeze. I am able to see all of my Billable Clients for the month and with a few clicks, they are all sent out by either email or Clio Connect. My clients can pay with their credit cards, and many times they have paid overnight before I even get to the office the next day. I remember when I first switched to Clio about 80% of my accounts receivable paid within the first week.
My clients also like the billing detail with separate time, attorneys, and expenses. I have been able to create custom invoices to comply with some of my government contracts, which require invoices to look a certain way.
We are also big fans on the integration with Office365. The software automatically creates a client folder on OneDrive when a new matter is opened. This has been a huge help in keeping everyone working on the same files and storing documents in the correct client folder. Also, the Outlook plugin has been great to keep all emails received and sent copied to the client's matter. I do not know how many times I have easily found an email related to a client matter.

Cons

I wish there was better integration with Infusionsoft (now Keap). There is a way to connect using third parties, but it would be nice to only enter client information once.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Gary H.

Clio Is The Best

Used Daily for 2+ years
Reviewed on 2018/09/04
Review Source: Capterra

I have not had a single issue with Clio. I have used it now for three years. My bills look sharp and the time/activity record keeping is flawless, which helps when I have to push to get paid. The trust accounting is redundant and airtight. I am looking forward to developing my practice and I know that Clio is expanding its range of functions at a rate faster than any of my needs. Clio is leading the industry in coordinating with third party vendors (Lawpay, Outlook etc) to make Clio even more functional and efficient.

Pros

There is much to like about Clio. Their customer support is first rate and comprehensive. For example, learning to manage trust accounting and the creation of regular client invoices are critical and time sensitive activities. During my first year with Clio, I would call customer service at the end of each month as I encountered small mistakes I made in billing or accounting. Clio was always there willing to patiently walk me through my steps to help me fix my errors. The billing and accounting features are redundant and it is almost impossible to make a mistake that cannot be fixed. Time entry is simple and efficient.

Cons

I love the ease of use with respect to creating bills and managing trust accounting. On a different level, I have confidence that Clio is on the cutting edge of technology and software developments. As is evidenced by their annual conference, Clio is a leader in the industry. My investment in time learning this platform will continue to pay dividends as I mature as a solo practitioner. I am a veteran litigator but I recently opened my own practice. Clio has been the one indispensable tool to my new practice.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Candace W.

I have been so impressed with Clio. There is so much it can do and the customer service is amazing.

Used Daily for 6-12 months
Reviewed on 2018/03/16
Review Source: Capterra

There are too many to mention. I was only looking for conflict management software and didn't know if I needed a case management software because I am a solo attorney that is just starting out. It turns out that Clio does so much more. The timer feature lets you track work on different matters and easily switch to a different matter when a phone rings or interruption happens. You don't lost time. The billing is clean, neat and easy. After that you can move on to so many other options -- document automation, cloud storage, phone logs, email logs, quick and easy email drop. I have been here less than a year and I wouldn't switch. I am so pleased with Clio and how it makes the business end of practicing so much easier.

Pros

What is best? There is so much. The Dashboard (to see instantly how the I am doing, and for each client so I can see how much time and billing has occurred on each matter and easily find the information I need); Time keeping, invoicing, secured email, email drop (to easily put emails into client matters in Clio and free up inbox space, ) and DOCUMENT TEMPLATES with Custom Fields -- I have automated my engagement letter, a basic client letter, will forms, POAs, etc. It saves so much time. To write a letter and not have to look up an address or block/copy it is so nice. You generate the document and edit to start typing the body right away. It requires work on the front end but in the end it is worth it. Also, the customer service being one click on a chat icon away is great. They are so friendly and talked me through invoicing each month for the first few months.

Cons

The customer service and training videos are great but sometimes it feels like an Easter egg hunt to find out what all it can do. I spent the first 8 months just keeping time and doing invoicing. I knew it did other things but wasn't sure what and how. Once I started digging around I have been amazed at what all I have found. It has saved so much time and made things for a solo attorney so much easier. I am sold.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
David M.

Best all-in-one solution out there

Used Daily for 1+ year
Reviewed on 2017/05/24
Review Source: Capterra

It's a major time saver. It's great for billing, keeping tabs of your time, costs associated with a file, trust money for each file, docketing, contact lists, and all the rest.

It feels a bit short/incomplete in some areas, but they keep improving it so hopefully that will happen soon.

It's still the best damn law practice software out there, and I've searched high and low!

Pros

- Easy to use and learn
- Easy to show others to use
- Really easy billing features
- Great organization
- The Notes feature is fantastic and replaces any need for docketing and memos to file
- The "add time" feature makes it easy to keep track of billings and what's to go on the next invoice
- The linking of contacts to files is a time saver
- The Calendar is easy to use and does what you need it to
- The accounting that exists is great for keeping track of the movement of money directly connected with a file. It has helped keep my trust accounting immaculate. IT also helps me keep track of expenses associated with each file.

Cons

Clio is fantastic and the best solution I've been able to find, and I've done a lot of searching both before and after buying Clio. That said, Clio seems half finished in some areas and I'm hoping more work will come.

- The accounting is adequate, but should go a lot further than it does. I would love an integrated cheque writing program, for example.

- I don't know why you can't have more than one client per file. It's a small thing, but it bugs me. I put additional clients in the "contact" list associated with the file, and just pick one as a primary client to list. It doesn't matter, but again, it's a weird oversight.

- The firm metrics is a great idea, but it seems half finished. I don't know why, but it doesn't save stuff year to year and just dumps the information. There's also a dramatic lack of ability to customize things. This is frequent in some of Clio's features, such as how to list matters or client names. It's not a deal breaker, but it's a weird thing to not make more usable.

Overall, Clio is a fantastic program and I don't know how I'd run my practice without it. It's a lot better than everything else I've tried. I just wish the damn thing integrated with more programs and capabilities, and that they just expanded on it. I think the reason why it's frustrating is because it's so close to being sort of perfect, and they just don't go far enough. Hopefully they'll keep adding to it and raise it to that level!

It's definitely worth the buy.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Clio 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

  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Billing & Invoicing
  • Customizable Reporting

  • Automatic Notifications
  • Compliance Management
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Receiving
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

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

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:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small 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, FactBox, InvoiceSherpa, Law Ruler Software, Lexicata, 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