Clio Overview

What is Clio?

Clio is a cloud-based legal practice management solution that lets you manage your law firm from anywhere. Ranked #1, Clio is the leading legal software solution with the most 5-star reviews and the only legal software with over 1,000 reviews on GetApp. Access and manage your work in one place - with your matters, contacts, billing, and more located in one centralized system. Start a free 7-day trial or schedule a demo with a Clio expert to learn more.

Clio Overview

Pricing

Starting from
$39.00/month

Pricing options

Free Trial
Subscription
Value for money

Clio pricing per user starts from:
$39/month


Clio Features

Devices
Business size
S M L
Markets
Australia, Canada, United Kingdom, United States
Supported Languages
English

Screenshots

Clio screenshot: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.
Clio screenshot: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance. Clio screenshot: Robust invoice customization options give law firms the opportunity to put their branding front and center. Clio screenshot: The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute. Clio screenshot: The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home. Clio screenshot: Clio calendar Clio screenshot: Clio matter pipeline Clio screenshot: Clio create new contact Clio screenshot: Clio reports

Clio Reviews

Clio Reviews

Overall rating
4.7
/
5
Excellent
844

Very good
212

Average
29

Poor
6

Terrible
8

Value for Money
4.6
Features
4.5
Ease of Use
4.6
Customer Support
4.8
96% recommended this app
J.p. W.

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

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.


Þorsteinn H.

clio law DATA management

Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining.
Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log).

clio portal for clients, e sign easy to make form-documents connects to IP phone etc.

Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.


Ashley M.

Better for new attorneys

If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.


Thad S.

Security is lacking for the accounting side. Otherwise it's a very good software.

We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are mostly pleased. I think that most case management software works on the same theory: a contact (person or enterprise) can have several different matters (cases). Like most users, we just want it to work and it does (with the exception of the accounting problem described above).

Clio has so many helpful features and integrations that it could take a year or two just to get a small to medium-size office up to speed with using all the features.

However, UNTIL CLIO FIXES THE ACCOUNTING SECURITY PROBLEM, DO NOT SWITCH FROM YOUR CURRENT PROGRAM.


Patrick H.

Clio, the best all purpose attorney software, bar none...

Outstanding experience with something for everyone just depending on one's level of interest and need.


J.p. W.
Industry: Law Practice
Company size: 2-10 Employees

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

Used Daily for 2+ years
Reviewed on 11/4/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Þorsteinn H.
Industry: Law Practice
Company size: 2-10 Employees

clio law DATA management

Used Daily for 1+ year
Reviewed on 5/28/2020
Review Source: Capterra

Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining.
Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log).

clio portal for clients, e sign easy to make form-documents connects to IP phone etc.

Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.

Pros

For us the program has changed everything in the workflow to the better. In our opinion Clio’s forte is how flexible it is. Every law firm has its own different way of organizing workflow and Clio can accommodate for that, at least our whims and quirks which we have abundant of. The program is like potty in your hand. You mold and sculp the program according to your own special needs in the workflow. The only barrier is your own imagination. You decide how information is inserted, in what order and form and how it is presented. You make your own work procedures. You can organize and make chains of tasks beforehand and set the relevant type of chain of tasks to fit the case you are working on. Then, there and now, the future workflow is decided and set for that case.

Cons

You can not copy matters/cases and clients. It is not easy to move data fram TM to clio. We decided not to to it. Integration between outlook calander and clio calander does not work, it is so slow it is not usable. But the integration between google cal and clio cal is excellent.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ashley M.
Industry: Law Practice
Company size: 2-10 Employees

Better for new attorneys

Used Daily for 6-12 months
Reviewed on 3/22/2017
Review Source: Capterra

If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.

Pros

It's online.
The timer can be stopped and started easily.

Cons

I spend about two (2) hours a day implementing workarounds to make the system work because it was not built for family law practice or file review. It's a good backup system but it's nothing very reliable unless you're willing to invest the time into making it work.

Response from Themis Solutions

Hey Ashley,

This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions?

- Derek, Clio Community Manager

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Thad S.
Industry: Legal Services
Company size: 13-50 Employees

Security is lacking for the accounting side. Otherwise it's a very good software.

Used Daily for 1-5 months
Reviewed on 4/3/2020
Review Source: Capterra

We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are mostly pleased. I think that most case management software works on the same theory: a contact (person or enterprise) can have several different matters (cases). Like most users, we just want it to work and it does (with the exception of the accounting problem described above).

Clio has so many helpful features and integrations that it could take a year or two just to get a small to medium-size office up to speed with using all the features.

However, UNTIL CLIO FIXES THE ACCOUNTING SECURITY PROBLEM, DO NOT SWITCH FROM YOUR CURRENT PROGRAM.

Pros

-It has very robust features and integrations.
- I love that the document repository is built-in and built into the price.
- Tech support is good via chat, so I can resolve issues quickly.
-Because it's the leading player in cloud-based case management, it seems like integrations are more numerous.
-Only on rare occasions have I seen the software go off-line or slow down.
-The outlook and word integrations are robust.
-It's easy to find experts who work with Clio because it's such a significant player. We are now setting up operations with a Clio expert bookkeeper. We could not do that when we used a competitor program called PracticePanther.

Cons

1. EMBEZZLERS PARADISE. Clio's accounting security settings allow anyone who can make a receipt for receiving a payment also to be able to EDIT that payment afterward. So, a dishonest employee could make a receipt for $500 cash, pocket $300, and then go back and edit that receipt to be only $200. Right now are using carbon copy receipts as a workaround, but that's not very professional or 21st century. CLIO, YOU GOTTA GET IT TOGETHER AND FIX THIS.

That same security setting described above also allows users with that setting to see a client's balance before their case is submitted (as a flat fee immigration firm, we want to be paid before the case is finished). Clio supposedly tried to fix this by allowing a balance to be viewed without being able to edit payments but that feature it doesn't work.

2. It would be nice to see a texting feature to verify appointments within Clio. Other cloud-based case management does that. With Clio you have to buy another program for texting.

3. It would be nice if we could see all communications for each matter just by clicking on the contact. It is something that Clio should make as a feature that can be turned on and off. It would work better for our firm because we represent individuals in immigration cases that could have three or four different matters.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Patrick H.
Industry: Legal Services
Company size: 2-10 Employees

Clio, the best all purpose attorney software, bar none...

Used Daily for 2+ years
Reviewed on 4/21/2020
Review Source: Capterra

Outstanding experience with something for everyone just depending on one's level of interest and need.

Pros

Functionality is nearly universal while specially and jusisdiction costomization is great.
Easy law firm branding and pre sale marketing is brilliant.
Support is outstanding and the Premium Support even better for speedy, live agent help.
Cost is reasonable and many available plans on their menu of options.
Clio grows nicely with solid feature burstsoften free to it's users.
Excellent and often updated/enlarged mobile App across all usual platforms: Appke, Android, Windows...
Superior online instant pay clientbinvoucing, and client trust account requests
The wide assortment of excellent and Rock solid 3rd party software affiliations is very impresdive.

Cons

I was fortunate to have free help migrating my existing, Timeslips database compiled over many years but it ain't quite so free today...Also, I'm still not a fan of the communications tools for clients and othes not subscribed to Clio.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.4/10
Based on 1,099 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Clio Pricing

Clio Pricing

Starting from
$39.00/month
Free Trial
Subscription
Value for money

Clio pricing per user starts from:
$39/month

Clio pricing per user starts from:
$39/month

Value for Money
4.6/5
Based on 1,099 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Clio Features

Clio Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.5/5
Based on 1,099 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Clio

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

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: $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, 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