About 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.

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.

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom

Supported Languages

English

Images

With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.
Robust invoice customization options give law firms the opportunity to put their branding front and center.
The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute.
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 calendar
Clio matter pipeline
Clio create new contact
Clio reports
View 9 more
Clio video
Clio video
Clio video
Clio video
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

Features

Total features of Clio: 47

  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Audit Trail
  • Automated Billing
  • Automatic Backup
  • Automatic Notifications
  • Billing & Invoicing
  • Bulk Send
  • Calendar Management
  • Case Management
  • Client Portal
  • Collaborative Workspace
  • Compliance Management
  • Contact Database
  • Conversion Tracking
  • Credit Card Processing
  • Custom Fields
  • Custom Forms
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Document Automation
  • Electronic Payments
  • Email Integration
  • Email Notifications
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Microsoft Outlook Integration
  • Multi-Currency
  • Project Budgeting
  • QuickBooks Integration
  • Real Time Data
  • Reporting & Statistics
  • SSL Security
  • Secure Data Storage
  • Summary Reports
  • Task Tracking
  • Third Party Integration
  • Time & Expense Tracking
  • Timer
  • Two-Factor Authentication
  • Workflow Management

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Reviews

Overall rating

4.7 /5
(1,145)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.8/5

Already have Clio?

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

Write a Review!
Showing 5 reviews of 1,145
Stephen B.
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

Fantastic Practice Management Solution

Reviewed on 2019-07-06

Pros

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Cons

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Candace S.
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Clio Has Made the Start of My New Law Firm Even More Successful

Reviewed on 2020-10-29

Clio takes case management to a whole new level! Not only does it help me better organize my files...

Clio takes case management to a whole new level! Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease. Clio helps me make the most of each and every day by its easy time management options - making bills quick and easy! Utilizing Clio Manage with Clio Grow has been the perfect setup that I needed as I started my own firm. There is no question that I am better managing my clients and my practice with the use of this software.

Pros

My favorite feature of Clio is Clio GROW. I got it right from the start along with Clio Manage and I highly recommend it. As a sole practitioner, I need to be able to streamline and automate my intake process. Additionally, I need to keep up with my leads for marketing purposes. Clio Grow has enabled me to be much faster in my response time with new clients. It is very evident to me that my rate of conversion has been substantially increased with the utilization of Grow and now I cannot imagine my practice without it.

Cons

I have seriously not found anything I do not like about this software. I have really practiced with it and have found every feature to be helpful.

Edward D.
Overall rating
  • Industry: Legal Services
  • 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 10.0 /10

Clio is a Must!

Reviewed on 2020-12-11

Overall, the best time and billing software out there. I have demo'd several and Clio was the ...

Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.

Pros

Generally Clio changed my practice. The software makes it easy to access critical data which is right on your dashboard, such as billing goals (day/month/year), A/R, actually vs. targeted billing, client and matters, just about everything a lawyer needs at his or her fingertips to make billing easy and efficient.

Cons

Sometimes, rarely, I find that info I need or a function I would want cannot be done which makes little sense to me. Also constructing Bills is more cumbersome than it needs to be.

Dario D.
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

Initially very promising, but recently quickly deteriorating

Reviewed on 2020-11-12

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1...

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1 day, 1 week, 1 month, 1 year, 10 years - you get the picture. I have been raising this issues for a long time now and was today told that it may never be fixed. This is but one example of a clear failure to even understand the topic and the issue at hand. Clio was not like this before, so I suspect that something has changed at the company. Perhaps critical people leaving (and I have noticed that some people have left), perhaps financial difficulties, perhaps something else.

Overall, if I was asked a year ago about Clio, I would wholeheartedly recommend it. Currently, it would only be prudent to recommend to avoid it, at least until the situation at Clio changes, if it does change.

Pros

Clio could be, and indeed was for a long time, a fairly good and overall well featured application. As with any application, it did not have everything covered, but was slowly improving and adding features. In other words, it was a decent application that was getting better.

Cons

As of few months ago, Clio, put simply, started going backwards, and fast. Features that existed for years and worked perfectly, were either intentionally removed or broken and no longer worked. The number of bugs has increased exponentially. I used to discover a bug once every few months in the past. These days, almost every day I have to report new bugs or follow up on the existing and unresolved ones. In the past, any reported issues were addressed and resolved quickly. Now, you still get emails in response, but the emails are more of the scripted/lip service type and most issues do not get resolved at all, including critical issues relating to basic features that used to work fine in the past.

As I am not an insider to Clio, I am not sure what the reason is, but from many recent interactions with Clio support and their answer, it seems to me that there is no one at Clio who has their hand on the pulse or any control over the "technical team" or the "development team". From responses I get, it sounds like the "developers" run the place and if they do not think that something is important, it will not get done or fixed. To give you a concrete example, an important financial report was working fine in the past and, as one would expect, it was showing the period to which the report relates. Some months ago, when "updating" that report to a "new" report, they removed the period of the report field, so, believe it or not, the report now does not show which period it relates to

Ginger P.
Overall rating
  • Industry: Legal Services
  • 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

Exceptional Value.

Reviewed on 2020-11-04

Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever...

Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever expected.

Pros

The time and billing program is easy to use. Keeps you on track to bill clients timely, accurately reflects you day, unbilled time as well as billed time. Highly functional. Exceptional Customer Service. This is the best decision I made in years.

Cons

I do not have any Cons about the program. I wish I used it daily in the beginning of my learning curve.

Showing 5 reviews of 1,145 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 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

Clio has the following typical customers:

Small Business, Large Enterprises, Non Profit, Freelancers, Mid Size Business

Clio supports the following languages:

English

Clio supports the following devices:

Android, iPhone, iPad

Clio integrates with the following applications:

Chrometa, Cyfe, FactBox, InvoiceSherpa, Law Ruler, PieSync, Teamleader, Wishpond, Xero, Zapier

Clio offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials

Related categories

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