Clio
About Clio
Clio is a comprehensive legal practice management software designed to help legal professionals regain control of their workday through integrated case management tools. The platform centralizes case management, task tracking, client communications, and payment processing in one system, enabling law firms to reduce administrative chaos and focus on billable work. Legal professionals can manage their entire practice workflow from a single interface, which helps streamline operations and improve efficiency across all aspects of legal service delivery.
The software features Clio Duo, a built-in secure legal AI assistant that accelerates casework by quickly retrieving key client and matter details while summarizing documents into clear, actionable information. This AI functionality allows attorneys to maximize billable hours and strengthen client relationships. Clio also offers advanced document automation, court e-filing capabilities, and template building tools that simplify document management processes. The platform includes a client portal available on both web and mobile interfaces where clients can access case updates, documents, appointment information, and make payments, thereby reducing communication friction and improving client satisfaction.
Financial management is addressed through Clio Accounting, which provides legal billing tools, financial reporting, online payment processing, and trust account management. The automated billing system sends reminders for overdue invoices and streamlines the invoicing process, helping law firms improve cash flow and collection rates. The platform is designed to serve various practice areas including administrative law, bankruptcy, civil litigation, criminal law, family law, and many others, with tailored solutions for solo practitioners, small firms, mid-sized firms, and large organizations.
Clio integrates with various applications including Office 365, G Suite, Microsoft Teams, and Zoom, allowing firms to connect their existing tools within the Clio ecosystem. Security features include continuous vulnerability monitoring and compliance with industry standards such as HIPAA, SOC two, and PCI. The platform is approved by more than one hundred bar associations and law societies worldwide, including all state bars in the United States, and is trusted by thousands of legal professionals across one hundred thirty countries. Customer support is available five days a week via phone or live chat, complemented by a self-service support portal and free on-demand training resources.
Pricing starting from:
US$59.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of Clio
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Supported Languages
English
Pricing starting from:
US$59.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Clio: 140
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1687 Reviews
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- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Game Changer for Our Practice
Reviewed on 2024-09-07
Transitioning to Clio has been a game-changer for our practice. With working out of office...
Transitioning to Clio has been a game-changer for our practice. With working out of office frequently their cloud based platform allows me to access everything I need from anywhere, which is incredibly convenient. Customer support was top notch when we called in, short wait and easy resolution. While I did experience a slight learning curve initially, the benefits far outweigh any minor hiccups. Overall and after trying out other platforms, we're going with Clio there's just no comparison!
Pros
I was really impressed with how Clio simplifies everything. I was searching for a replacement for my previous legal management software and came accross Clio and thought we'd give it a try. It's truly a breath of fresh air compared to what we're used to. The ability to automate client intake and manage cases has made our work much more efficient. Also the integrations with other tools we already use made it so it wasn't like starting from scratch.
Cons
The mobile app seems to have limitations compared to the desktop version, which can be frustrating when traveling and accessing information on the go. I called into support and they were able to help me with what I needed though away from main workstation, and hear that the app is being improved currently.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
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- Likelihood to recommend 10.0 /10
We Love Clio's Versatility
Reviewed on 2025-02-05
For our dozen or so users, we work seamlessly and can find the right case detail whenever needed. ...
For our dozen or so users, we work seamlessly and can find the right case detail whenever needed. Clio Support has always helped to find a solution.
Pros
Clio gives us flexibility to handle various case types while maintaining consistent practices throughout the firm. Clio has a high degree of customization, and we use several integrations to achieve our client goals. We now use Clio Duo to track down missing details and information. We also have scheduled weekly reports automatically pop into our inbox.
Cons
I would love to see an internal tool to track automatically all client related work in Clio and other apps. We now use an integrated app for that, but it has some limitations.
Alternatives Considered
CenterbaseReasons for Choosing Clio
We needed an effective cloud based system to keep tech advances automatically, so we eliminated a lag between MS apps and the required intergations.Switched From
AbacusLawReasons for Switching to Clio
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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- Likelihood to recommend 0.0 /10
Clio Overpromised in Australia — Still Waiting Two Years Later
Reviewed on 2025-07-11
Clio made big promises when they first launched in Australia — seamless integrations, automated...
Clio made big promises when they first launched in Australia — seamless integrations, automated processes, and a fully functional payment system, all supposedly ready within six months. Two years later, I’m still waiting for most of that to materialise. I feel let down by the gap between the sales pitch and what’s actually been delivered. Clio may be more developed in other markets, but in Australia, it’s been frustratingly underwhelming.
If you’re based in Australia, I’d strongly recommend doing a deep dive and asking very specific questions about what functionality is actually available to you now — not what they hope to offer “soon.” The product feels unfinished in this market, and support can be slow and unresponsive.
Pros
•Clean and user-friendly interface
•Good for basic matter management and time recording
•Secure and cloud-based, which suits remote teams
Cons
•Key integrations promised at sign-up still don’t exist (two years later)
•Clio Payments is not fully automated — many manual steps still required
•Support tickets often go unanswered for weeks
•Poor accountability from support and product teams
•Not well adapted to Australian legal practice needs
Reasons for Choosing Clio
decommissioned system so had to leave itSwitched From
matteroReasons for Switching to Clio
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Clio is a Game Changer
Reviewed on 2025-11-05
I've been user for several years, but its evolution, combined with some additional training, has...
I've been user for several years, but its evolution, combined with some additional training, has made it a vastly more valuable tool.
Pros
It has evolved into a whole practice tool, including matter management, automation and CRM management.
Cons
The inability to charge payment processing fees to clients is a persistent irritant. Second, there must be a better way to manage fields in Clio Draft so that they are more uniform and easily accessible, lest they get broken when they are modified for a new template.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
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- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Intuitive, but needs better project management.
Reviewed on 2025-03-21
Have been using Clio for 5 years. Overall happy but wish there were better project management...
Have been using Clio for 5 years. Overall happy but wish there were better project management features. I have also had the hardest time with certain integrations on Mac.
Pros
Very intuitive to use. It’s is also visually appealing.
Cons
Missing features like team chat. Horrible task management. Also, wish grow, manage and accounting were all in one screen. Not sure why it needs to be three different windows.
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$59.00/month View Pricing Plans
- Pricing model: Subscription
- Free Trial: Available
The pricing plans offered by Clio range from an entry-level plan called EasyStart at $49 per user per month, offering basic features like time tracking and online payments, to more advanced plans like Essentials at $89-$129 per user per month, providing additional features such as client collaboration tools and document automation. The highest tier plan, Complete, priced at $159 per user per month, includes comprehensive features like unlimited e-signatures and financial reporting. Customers also have the option to customize their plans with add-ons such as Clio Grow and Clio Duo for enhanced client intake and artificial intelligence functionality, respectively. Overall, Clio's pricing structure caters to law firms of various sizes and needs, offering flexibility and scalability.
Q. Who are the typical users of Clio?
Clio has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Clio support?
Clio supports the following languages:
English
Q. Does Clio support mobile devices?
Clio supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Clio integrate with?
Clio integrates with the following applications:
8am LawPay, Birdeye, Box, Case Status, Chrometa, Docusign, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Drive, InfoTrack, InvoiceSherpa, Kenect, LEX Reception, Lawyaw, Legalboards, Levitate, Mailchimp, Microsoft 365, Microsoft Outlook, Microsoft Teams, NetDocuments, OneDrive, PayPal, QuickBooks Online, QuickBooks Online Advanced, RightSignature, WiseTime, WordPress, Xero, Zapier, Zoom Workplace
Q. What level of support does Clio offer?
Clio offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for Clio.
Legal Billing Software