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
The experience has been great. The support team is very helpful and made getting set up a quick process, and they've helped solve several operator-error problems along the way. We don't yet use the full capability of what Clio can do, but it's nice to know we have room to grow our practice without outgrowing the software that helps us manage it.
Clio easily tracks time and expenses, keeps client and matter details organized, generates invoices, and gives us reports that help track our firm's growth. It is easy to learn, easy to use, easy to customize to our practice, and has very helpful and responsive customer service. Since it's cloud based, we can also work remotely as needed. Very glad to have Clio!
I like most everything about Clio except that it can be slow if our internet service is being slow (not Clio's fault, but it comes with being cloud-based).
Every once in a while I find a glitch that frustrates me in creating invoices. Usually, though, chatting with customer support online leads to a) their showing me how to solve my problem, or b) the problem being sent to tech support for fixing in Clio's system.
The worst is retainers. Without being able to customize my email message globally, I can't use the trust payment request. It just confuses clients. Did I say hours and hours and hours? I will say that their service is fabulous. However, they keep making new abilities that to me are inconsequential compared with retainers. Oh, and not having global text snippets? How hard can that be? I have to go to 8 different users if I add something. Really a waste of time. Fix the real stuff. Then add bells and whistles.
I love that billing is so much easier, that my team can enter time remotely.
Clio was not developed by any sort of accountant. The reports are lacking, you can't memorize reports, everything within the software isn't consistent (like using the term everyone one place and all users in another place). The reports are inconsistent with what you can filter by on each report. There are still things where my account names are redundant - like Johnson - Divorce: Divorce. The biggest gripe I have is about replenishing retainers. The retainer replenishments don't get printed on the bill - I know it is because clio payments won't let you make a combined trust/legal fee payment, but they could have one link for anything owed and another link if a replenishment is due. Really - we webt to the moon 50 years ago but we can't figure this out? I spend hours and hours dealing with contacting clients to replenish. Also, way you enter into clio is clunky. I have to pick up my mouse all the time. It needs to be more like quickbooks entry. You never have to pick up your mouse.
It makes part of my job easier.
1.Attorneys are much more comfortable going into Clio by themselves to enter their time or find information/reports instead of having to wait and rely on me to do it.
2.It's much easier and faster to quickly generate reports that split Time (by keeper) and Expenses.
3.Monthly billing goes by much smoother, invoices go out faster, payments are received much faster than if by mail. Attorney's are happier. : )
4.Clients like to be able to receive email with link to process payments online.
Time entries can be imported by batch. Trust Requests and Bills can be emailed w/payment link directly from Clio. Past Due Bills can be "shared" with a coupled clicks versus printing out and mailing or using another app to email it.
1. When looking at a past due bill (and additional bills have been issued and remain unpaid for that same matter) the Outstanding Balance on the Statement of Account section will update and include the balance due for that matter as of the current date + any open Trust Replenishment requests instead of the balance due for that invoice + the balance due of all invoices issued previously to that one.
2. Evergreen Retainers - I keep getting calls from clients saying they can't view the "Shared" invoice when I have applied Trust funds that covered the whole balance. They can see the Trust Request to replenish funds used/applied to an invoice, but they can't see the actual invoice and review what was billed. I have to print the invoice to PDF and go to my email app and send from there.
3. I would like to see a report that shows that various billing rates per timekeeper for each client/matter.
In addition to what I wrote above, Clio Management's customer service and technical support are great. They are still working out the kinks on the Clio Grow side after acquiring Lexicata (which I also used and was happy to see integrated). I am excited to see what improvements they have in connecting up the two systems.
I've been using Clio since 2010. I have tried other software over the years. I also originally had to use other software that integrated with Clio, but slowly have been able to reduce subscriptions as Clio built out features. Clio is the best in class, affordable, and the software around which I ultimately chose to build all my systems. I like that Clio allows me to manage the entire client file, including documents and emails, bills, and file shares, all within a single integrated system. Less software is cheaper, easier to manage, helps me capture details, and requires less employee training and management.
Clio still has some features and kinks to work out. Not everything is intuitive. Its plugin with Outlook is a little slow and I don't like that it strips the attachments from emails when placing them in the file. There still isn't enough flexibility in fee arrangements. It could improve the marketing side quite a bit. And I wish you could edit billing entries in bulk a little easier (especially if you made a mistake in one edit, it doesn't save and you lose ALL your edits -- super annoying). That said, all of these bugs and annoyances get addressed by Clio over time. They continually improve and grow the software. So I don't feel that there are any fatal flaws; just quirks that you learn to work around.
Clio has made me much more organized and efficient. My billing process is easier and smoother and I keep better track of accounts receivable. Much easier to track the progress of a file and leads. It is easy to share documents and communications securely with clients
Clio software is comprehensive and covers everything that I need as a solo attorney to keep my practice running smoothly and efficiently. Clio Grow is a new feature that helps me track leads, lead sources, the intake process, etc. It is very comprehensive and is easily merged with Clio Manage. The Clio help desk is excellent. Answers are always spot on. If they cannot fix my problem, they will honestly tell me that Clio does not have the capability that I'm looking for and they will offer to submit a request for that capability to be considered in the future. Clio is always looking to address customer needs.
Does not have all of the capabilities that I need but has most of them. Sometimes the queue for the help desk/chat is rather long.
Clio pricing per user starts from:
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.
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:
Clio offers the following features:
Clio has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business
Clio supports the following languages:
Clio has the following pricing plans:
Clio supports the following devices:
Android, iPhone, iPad
Clio integrates with the following applications:
Chrometa, FactBox, InvoiceSherpa, Law Ruler, Lexicata, PieSync, Teamleader, Wishpond, Xero, Zapier
Clio offers the following support options:
Knowledge Base, Online Support, Phone Support, Video Tutorials