About Clio

Ranked #1, Clio is the leading law practice management software trusted by over 150,000 lawyers and with the most 5-star reviews.
The only legal software with 1,500+ reviews on Capterra.

Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere.

Access and manage your work in one central system - with matters, contacts, billing, payments, and everything you need in one place. Schedule a live demo to learn more.


Key benefits of Clio

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.


Images

Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
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 - Access your matters, documents, contacts, notes, and calendar from your mobile device.
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 - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.
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Clio video
Clio video
Clio video
Clio video
Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
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 - Access your matters, documents, contacts, notes, and calendar from your mobile device.
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 - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.

Not sure about Clio? Compare with a popular alternative

Starting Price

US$39,00
month
US$24,00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

109
19

Integrations

15
14

Ease of Use

4,6 (1 591)
4,8 (36)

Value for Money

4,6 (1 591)
4,4 (36)

Customer Service

4,7 (1 591)
4,4 (36)
Green rating bars show the winning product based on the average rating and number of reviews.

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4,6
#3 Alternative to Clio
CaseFox is a web-based timekeeping, legal billing, trust accounting, calendaring, and case management software for...

CARET Legal

4,5
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Reviews

Overall rating

4,7 /5
(1 591)
Value for Money
4,6/5
Features
4,5/5
Ease of Use
4,6/5
Customer Support
4,7/5

Already have Clio?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 1 591
J.P.
J.P.
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Clio is the best option for a solo or small firm law practice

Reviewed on 2019/11/04

After 3 years, I am still working at discarding habits and practices built up over 25 years as a...

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.

Alternatives Considered

CosmoLex and Rocket Matter

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.
Allison
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Clio Manager

Reviewed on 2024/02/15

Overall Clio is great for a firm who have large cases, and need a program that is a one-stop shop.

Overall Clio is great for a firm who have large cases, and need a program that is a one-stop shop.

Pros

Overall Clio works well, it is a very efficient online management software for PI cases. I like the fact that it is compatible with YoCierge( a medical record retrieval company) which makes case management flow easily.

Cons

The only problem I have with Clio is the facts how it process the expenses for each case.

Kathy
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

You cannot rely on anything that employees of Clio tell you to be true.

Reviewed on 2023/01/20

Onboarding was a nightmare, with technical glitches that caused hours and hours of additional work...

Onboarding was a nightmare, with technical glitches that caused hours and hours of additional work and clean up. Syncing our contacts resulted in the destruction of our already used and curated list. Misrepresentations were made by salespeople as to what the software was capable of doing. As a result of all of that, we were made reasonable promises, in writing, as a condition of our not quitting Clio right then, and cutting our losses and time. Now, the first time a change has come up where that promise needs to be implemented, we were told it would not be honored. This resulted in many more hours of back and forth with "customer service". We have wasted two years of integrating our firm with this company, which we now have to undo to go to another service, costing us untold more hours of work. If they had not offered these promises, we would have left Clio during the onboarding process. Although we would not have been happy with our experience with Clio, we wouldn't have felt as strongly about not doing business with this company. Now, we have no option but to leave this service, because we cannot continue to do business with a company that places such little value on their clients and on the promises that they admit were made.

Pros

I have nothing positive to say about Clio at this time. Integrating our firm into their software was a major learning experience, which will guide me with the next software I choose.

Cons

The items added in the time that we have been with Clio have caused no improvement to our use of the product, although they use these additions as an excuse for raising their prices significantly. The "client portal" that they added does not even allow you to see if clients have viewed documents, which their old version did. Their new payment system only adds to their profits, so why would they utilize that as an excuse to pass on additional costs to their clients?

Alternatives Considered

Rocket Matter and CARET Legal

Reasons for Switching to Clio

Even though Clio was more expensive than our other final possible choices, we were made representations about what this software could do that exceeded the other offerings in assistance with our needs. However, once we started with Clio, we were immediately told that some of those representations were not functions of Clio at all.

Response from Clio

Hi Kathy,
I'm very sorry to hear that about your experience with Clio. A member of our team is contacting you directly with you to work through these challenges
Kind Regards,
Jessica

Sana
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Clio Review

Reviewed on 2023/12/12

Very positive and I would highly recommend. I use Grow and Manage and would never change to...

Very positive and I would highly recommend. I use Grow and Manage and would never change to anything else now because these platforms are customisable, easy to use and very comprehensive. I have previously used other platforms and systems but Clio is by far the best on ever my level. Customer support and service is also great.

Pros

It’s easy to use and covers everything I need it to do. From letter/document creation to billing and invoices. Everything is centralised in one place for accurate record and ease of access.

Cons

It’s very time intensive to set up all the features in the manner you need the system to function to align with your business and there’s not really a guided process for this which would be helpful as some of the set up features can be tricky. It would be helpful to be assigned someone when you first sign up and for them to help you actually set things up the way you need them to be. I also can’t link my emails to Clio as my email:outlook was purchased through a third part (Go Daddy) but I was not aware this was going to be a problem so it would have been helpful if that that was clarified from the outset when I first spoke to Clio so I would have known.

Alternatives Considered

Actionstep

Reasons for Choosing Clio

LEAP had terrible customer service and although I had used them previously when I was employed, using them now as a firm manager, the customer relations and care was horrendous. Once they have you signed up they couldn’t care less about you and it was a nightmare dealing with them.

Switched From

LEAP

Reasons for Switching to Clio

Clio was practicle, affordable and comprehensive. It has everything I need for my firm currently as a start up business as has the ability to grow as my business grows with all the in built features.
Nicholas
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Lifetime Customer

Reviewed on 2024/01/23

Overall, it is great and I have recommended it to many other friends and colleagues.

Overall, it is great and I have recommended it to many other friends and colleagues.

Pros

I like that Clio does everything that I need it to do. Full service CRM platform. Also, the helpdesk is always prompt and follows up, so if I have issues, I am able to have them addressed.

Cons

I wish there was a feature where I could sign up for a lifetime license since I don't foresee myself every switching. I'd also like to be able to have a little more input into the changes in Clio. I think that I use it enough to be able to have a good insight into using it for what I need. Possibly some updates to reports.

Showing 5 reviews of 1 591 Read all reviews

Clio FAQs

Below are some frequently asked questions for Clio.

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

Clio has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Clio supports the following languages:

English

Clio supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Clio integrates with the following applications:

Box, Chrometa, Dropbox Business, Fundbox, InvoiceSherpa, Lawyaw, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, RightSignature, Xero, Zapier

Clio offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Clio.