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About Clio
With Clio, legal professionals can simplify every aspect of their law firm operations, from billing to communication, document management, client intake, and beyond. The software aims to provide everything a law firm needs in one centralized platform, ensuring efficiency and effectiveness in legal processes.
Lawyers can access and manage their work in one central system - with matters, contacts, documents, billing, payments, and everything you need in one place. Schedule a live demo to learn more.
Clio's software suite encompasses a range of features that cater to the diverse needs of law firms. These include Law Practice Management, Client Intake & CRM, Document Automation, Legal Accounting, and a variety of Apps & Integrations. With over 250 integrations to choose from, users can seamlessly connect with third-party tools to enhance their workflow and efficiency.
For managing the firm, features such as Calendaring, Case Management, Collaboration, Contact Management, and Task Management provide essential functionalities for organizing and tracking tasks, appointments, cases, and client communications. The software also offers capabilities for Financial Management including Accounting, Billing, Financial Reporting, Online Payments, Time & Expense Tracking, and Trust Account Management, ensuring accurate financial processes.
The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments.
The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account.
The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more.
Security is a top priority for Clio, with every byte of client data securely stored in the cloud. The platform adheres to industry-leading security standards, including continuous vulnerability monitoring, HIPAA, SOC2, and PCI compliance. Additionally, Clio's award-winning support team ensures personalized assistance and comprehensive training resources for users.
The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.
Clio pricing
Clio does not have a free version but does offer a free trial. Clio paid version starts at $49.00/month.
Starting Price:
$49.00/month
Free Version:
No
Free trial:
Yes
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Clio Reviews
Feature rating
5 reviews of 1,664
View all reviews
Ashley
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Monthly for 1-5 months
-
Review Source
4
Reviewed on 20/12/2024
Great Software But Hard to Use At First
very helpful but at a cost and may require additional training to get started
Pros
this practice management system is pretty robust overall for tracking and organizing docs
Cons
It isnt the most user friendly and isnt the most cost effective for smaller firms and companies
Jessica
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
4
Reviewed on 22/11/2024
Worlds better than other CRMS and still improving
Clio is a great information hub, but getting the information sorted and in the right place can be tedious. The busier the firm, the greater the need is to have an outlined guide or manual from day one.
Pros
Clio is a fantastic information-gathering tool and is close to being a one-stop-shop for everything we need pertaining to our clients. the upcoming rollout of a new communications tab should help to sort this information further.
Cons
Client intake is a tedious process. Something as simple as being about to mark clients as spouses/life partners and copying over address and other basic information would go a long way to help speed things up. as of now, we make three contacts for every matter (the married couple as well as each spouse).
Alternatives Considered
PracticePanther Legal SoftwareReasons for Choosing Clio
PCLaw was a nightmare that crashed multiple times a day and had no customer support.Switched From
PCLawReasons for Switching to Clio
pricing and crm capabilities; document management, integration possibilities.
Ryan
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
1
Reviewed on 11/12/2024
They believe they are too big to fail....
When building out my initial matters (inputting my offline book of business), I made a typographical error. I deleted the matter and started over. That set off an entire comedy of errors.
As with many case management software programs, Clio uses CLIENT numbers and MATTER numbers. The latter can be revised or overridden once entered by the user, but the former cannot. So, when I deleted the matter to start it over, I was able to revive the matter number, but the system automatically progressed to the next client number. The former client number disappeared into the ether. In the aggregate, this means multiple and inexplicable gaps in client numbers. I spent hours with Support both via chat and telephone, and apparently there is absolutely nothing that can be done--even by the highest powers that be at Clio--to right the client numbers and remove the obnoxious gaps. I proposed resetting the system to give a clean slate. That, too, is apparently beyond the technical capacity of the software developers and engineers at Clio. Thus you are apparently left stuck with your input errors in perpetuity.
In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either too much for Clio to handle, or too piddly for them to care enough about to fix. If the former, that leads me to believe that the initial software design was itself outsourced and now static (cannot be easily changed in-house). If the latter, that leads me to conclude that Clio believes it is too big to fail that it can blow off its customers.
Pros
Clio is always innovating, but they do not hesitate to pass along the cost for such innovation to the customer. There is a whole suite of "add-ons" to choose from. But it feels like nickel-and-diming users for features and enhancements. Imagine if Google or Microsoft charged a fee every time there was a software update. That is how it seems to work at Clio. Don't believe the advertised price. If you want a fully-functional practice management platform (i.e., Clio Manage + Clio Grow), the price is going to be closer to $200 per month. That does not include Drafting and Duo (AI).
Cons
The machines are in control at Clio, not the humans. Certain functions, once entered and/or executed by the user, cannot be undone--even by the software developers and engineers. So you have to be triply trepidatious when entering data. If you get something wrong, your whole organizational scheme can fall into chaos.
Support is outsourced, largely to India. When you call in, you get that call-center vibe, including and especially the "I'm sorry, sir, but..." mantra (the "I'm sorry routine"). They will not go the extra mile to problem-solve and come up with creative solutions to fix what is a very common issue.
Clio is a captive sales scheme. They want you to invest time and money in a closed subscription-model ecosystem that, over time, will get more and more expensive--yet commensurately more difficult to disinvest from given all the time it takes to build your processes and workflows that will not be cross-compatible to other platforms. The lifetime investment in Clio will be huge.
The company is based in Canada. They have no offices in the United States.
Reasons for Switching to Clio
Clio has a great sales and marketing team. I had no idea the support would be so bad.
Melissa
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
5
Reviewed on 25/11/2024
Clio is a Must!
I use it for everything. My phone call notes and client meetings. I print my notes for files to help staff know what I know. We only use Clio for task and case upkeep so all the information and status is in one place.
Pros
Efficient for case management, designed for easy use and the most responsive team I’ve ever seen for management application.
Cons
I would like to have more options for my calendar (more like a daytimer feel) with a calendar view that supports tasks management and notes.
Reasons for Choosing Clio
Efficiency and reliability. Ease of use and consistency.Switched From
Amicus AttorneyReasons for Switching to Clio
Because Clio does so much more. Everything is all in one application.
Jenifer
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
4
Reviewed on 22/11/2024
Very Happy
My overall experience has been very positive. Compared to our last platform Clio is much more user friendly. Our attorneys have little to no problem using the system. The customer service has been quick and helpful. I think as Clio continues to develop the better it will be.
Pros
Very easy to navigate. The resource center gives lots of information when you don't know how to do something. Very happy with how user friendly it is. The document management and use of docusign has been excellent
Cons
Not being able to mark invoices as sent via USPS. Not all of our clients use email. Not being able to pay multiple invoices via the matter, and having to navigate to the billing page. On the billing page, not being able to search via the client/matter number. Only can search by name. Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. Less third party crossovers would be nice as well. I would like to see a more developed Clio for clients desktop app/website/portal. I think our clients would really utilize communicating with the attorney more through a portal then an app on the phone.
