About Clio
Clio is a cloud-based legal practice management solution suitable for small to large law firms. 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...
Awards and Recognition
FrontRunner 2022
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.
Clio Pricing
Clio pricing per user starts from:$39/month
Starting price:
$39.00per month
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for Clio
1 - 5 of 1,464 Reviews
Sarah
1 employee
Used more than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
OVERALL RATING:
5
Reviewed February 2023
It has come a long way to be a leader
Stephen
Verified reviewer
Legal Services, 2-10 employees
Used daily for more than 2 years
Review Source: Capterra
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2019
Fantastic Practice Management Solution
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.
Reasons for switching to Clio
Houdini was no longer meeting the needs of my practice, I was growing and found the interface to be difficult for anyone to use but me. Clio checked all the boxes and seemed to be well supported. Turns out the choice was the right one.
Daisy
Law Practice, 1 employee
Used daily for more than 2 years
Review Source: Capterra
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2023
Clio is the best Case Management System I have used and I would highly recommend it!
Clio is Great, and my experience is amazing so far! I love customer support and their knowledge and great help every time I contact them.
PROS
What I like most is the way it makes my practice easier, saves time, and it constantly improves! The Clio team is incredible, always listens to its clients, and constantly develops its product.
CONS
I would love more options in the mobile app, like editing the matter, billing, etc. I hope that these features are coming soon. Also, as I am in Canada, I am looking forward to using the documents fill-out option, which is currently only available in the USA.
Reasons for switching to Clio
Clio has more features that help my practice.
Dess
Law Practice, 2-10 employees
Used daily for more than 2 years
Review Source
This review was submitted organically. No incentive was offered
OVERALL RATING:
1
EASE OF USE
5
VALUE FOR MONEY
1
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed March 2023
Clio Payments is a bad business decision
Overall Clio has been great except lately with this huge problem I’m having with collecting client payments timely and also that Clio is giving my firm contact info out to all its third party providers. I’m getting frequent sales solicitations about Clio product integrations, by email and phone calls. Not happy about more solicitations and don’t see any way of stopping Clio from encouraging its partners from calling and emailing my firm (wasting resources).
PROS
Easy to switch from LawPay. Integrated easily with Clio (but so did LawPay). Supposedly lower fees.
CONS
Terrible turn around time for payments by credit card. 5-7 days! No explanation or customer service for the delays in processing time. Very difficult to switch back to LawPay - they make you schedule an appointment to talk to someone who takes your time to tell you how difficult it is to switch back to LawPay, plus they want you to cancel all your pending payments, which they didn’t require when switching from LawPay to Clio. No regular reporting or monthly statements - you have to figure out the reports on your own and calculate the fees charged yourself and download the transaction history periodically. The fees are deducted first before payments are made, which skews the income tracking for accounting purposes. I.e., the client payments from bills don’t match the bill amount. The customer service representatives have no power and don’t seem to care one way or another, though the sales reps cared about switching you over to Clio payments! Is Clio changing from a great company with real people who are concerned with helping law practices succeed to a mammoth company just concerned with its own bottom line? It’s starting to seem that way.
Reasons for switching to Clio
Clio kept having annoying pop ups on the app about switching. A support representative told me my credit card processing fees would be lower. I have no way of confirming that after 3 months because there are no monthly statements. The fees are just withdrawn automatically from each client payment. The fees are not transparent or reported like they were with LawPay.
Vendor Response
Hi Dess, Thank you for taking the time to detail your experience. A Support Specialist has reached out to talk through your concerns in more depth and hopefully resolve them for you. In the meantime, here is some additional information regarding your feedback. 1. We do not share our customers' contact information with third-party providers. We also strive to only communicate relevant, useful information to our customers. That said, we've clearly missed the mark here and would like to work with you to adjust your communication subscriptions. 2. Clio Payments and LawPay have the same processing times. For both products, you'll typically see credit card payments processed in 1-2 business days*. Here are some resources: - *Clio Payments Credit Card Processing Times: https://support.clio.com/hc/en-us/articles/4409104905115-How-Long-Do-Credit-Card-Payments-Take-to-Process-with-Clio-Payments - LawPay Credit Card Processing Times: https://supportcenter.lawpay.com/hc/en-us/articles/360034332251-Credit-card-processing-times 3. With Clio Payments, you have the option to get your transaction fees deducted in one lump sum each month, the same as with LawPay. Here are instructions but our Associate Solutions Specialist would also be happy to adjust that for you: https://help.clio.com/hc/en-us/articles/9285813698075-Clio-Payments-Fee-Schedules Overall, we want you to know that we care deeply about the success of each of our customers. And we do not intend to make any of your requests more difficult than they need to be. We look forward to speaking with you and utilizing your feedback in our continued endeavour to provide the best-in-class service. Replied March 2023
Matt
Legal Services, 1 employee
Used daily for more than 2 years
Review Source: Capterra
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2022
Best in class
I operate an entirely virtual law practice. Keeping all of my workflows and processes in the same ecosystem helps ensure consistency and efficient operations.
PROS
The single best part about Clio is the user interface. You can't overestimate the drain on your organization and your end-users by poor UX design. Clio is intuitive to use, and easy to customize. Their chat support is the best of any product I've used, in any category.
CONS
The in-app document management isn't great. It's good enough, but most users will want to integrate with an existing DMS.
Reasons for switching to Clio
Cosmolex had a less intuitive UI and didn't allow for batch changes, which makes it hard to iterate and improve. Actionstep has great automation potential, but didn't allow me to charge a second sales tax which is mandatory in my jurisdiction.