Clio
Review of Clio Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Clio
Clio Screenshots
Clio Features
Clio Integrations
Customer Reviews
See why people love Clio
Eric B.
Verified UserLaw Practice · 2-10 employees
I just love Clio!
Clio is the only product I would ever use for law firm management. From billing to CRM to scheduling to task management - it handles everything with ease. Finally, whenever I have a question or concern, the service reps at Clio have always been well-informed and ready to help.
Clio is great because it helps me manage all of my back office functions seamlessly and communicate with clients easily for a fair and reasonable price
- Since 2016 I have been advocating for Clio to manage the task part of the app
- As it works now I need to manually enter in each task reminder rather than being able to click once to give me a standard list of reminder times
Why they chose it
"Price and ease of working with represnetatives."
Christopher L.
Verified UserLegal Services · 2-10 employees
HIGHLY RECOMMEND CLIO - For now and the next 5-10 years.
Aside from that minor, negative Con above, I Love Clio, as does my staff and colleagues. I've been practicing 34 years, and somewhat of a legal-tech nerd, and hope to remain with Clio for the remainder of my career (5 - 10 years).
Clio is constantly evolving, improving and innovating to improve the Customer (law firm) experience, consequently enhancing clients' matter outcomes and the client experience
- Pricing is seemingly disjointed
- Separate tiers for Manage (LPM), Grow (CRM), Accounting, Draft (Docs/Templates/Automations), the CPI (Clio Personal Injury "add-on") and now Clio Work (Ai, Research, etc
- ) If these programs were integrated, and we could select them a la carte under various plans, versus what appear to be distinct packages (some based on user licenses, some that are mandatory for the firm), it would help
- IF the CPI or DRAFT were included, maybe for a slightly higher price, it would seem more integrated
- I understand the economics, costs to deliver superb service by Clio and value the various components bring, but it is becoming onerous and unwieldy for a solo/sm
- firm
Switched From
Cloud-based operations were increasingly desired and important. TM/Lexis wasn't keeping up.
Why they chose it
"Cloud-based, comprehensive options, and it was a small, growing, very entrepreneurial company."
Hannah S.
Verified UserLegal Services · 11-50 employees
The case management software your office needs!
It helps a great deal with case organization! Clio is the main software that we use to check on progress at each stage of the case.
- The tasks feature is very helpful for planning, tracking workflow
- The templates feature also allow us to get off to a good start for each case
Some files can be edited at the same time, which can get confusing if people happen to be working on the same document, as it will make different versions
Erin M.
Verified UserLegal Services · 2-10 employees
Clio’s Culture Shines—Now Let’s Talk UI Innovation
Clio’s company culture is truly contagious—consider hosting a client summit to dive deeper into UI innovation and gather meaningful feedback.
Clio’s team truly excels—support, development, and community engagement are consistently outstanding
Frequent feature updates are valuable, but they often fall short of addressing the full scope of user needs
Switched From
Wanted automated interest calculation for past-due invoices
Jodi D.
Verified UserLaw Practice · 2-10 employees
Great Company
I have been with clio for over 10 years. I used them when they first came, left them, tried several other companies and then came back to Clio to because I found their software to have the best capabilities
- Great program
- Capability is awesome
- The team is great and they offer more than just software
- They order a termendous amount of online learning beyond the software
- My only complaint is in Clio Grow
- I wish they offered customizable reports that would allow me the ability to choose the information I want in my report
Switched From
Because Clio had the best interface and capabilities
Why they chose it
"Because clio has the best interface and the most capabilities"
Lou C.
Verified UserLegal Services · 11-50 employees
Getting better every month!
Verified reviewer
- The customer service attention is outstanding
- We have shortened the time to receive payments from clients using Clio Pay
- Having one place to store all our client data, documents and notes regarding the work with do with them is invaluable
- Clio always seems to be listening to customer feedback and rolling out updates and improvements
- Seems like as a company, they have their core values figured out
- Still hoping better integration between Clio Draft, Grow and Manage is on the way
- Grow needs a little help but it is our go to for intake
Why they chose it
"Better reviews. Online access. No need for a "desktop"."
Jen B.
Verified UserLaw Practice · 11-50 employees
We love Clio!
Verified reviewer
Customer support, technological advancements and ClioCon all make Clio the best product for our firm
- There are still some places that need development in order to meet our needs as a mid size firm
- We are hopeful that Accounting will be better suited for us soon
Why they chose it
"Customer service and community referral from a colleague."
Christopher P.
Verified UserLaw Practice · Self-Employed
Clio: Can't Live Without It
Verified reviewer
- Clio is indispensable for my law firm
- I am a solo practitioner and there's no way that I could handle all of this on my own with Clio
- The way it connects to my Gmail and my Google Calendar, along with uploading all my clients into contacts make my life so much easier
- It's really easy to use and they always have people available if you need any help
- It is well worth the cost and I just upgraded to a higher version for the additional features
- Clio is also very innovative, trying to leverage AI to make life easier without stepping into having AI trying to replace lawyers
- There's some customization features that I'd love to see, like being able to choose exactly what texts messages say that Clio hasn't implemented yet
- However, they are always willing to listen and they are responsive to customer requests
Joel C.
Verified UserLaw Practice · 2-10 employees
Clio is a Game Changer
I've been user for several years, but its evolution, combined with some additional training, has made it a vastly more valuable tool.
It has evolved into a whole practice tool, including matter management, automation and CRM management
- 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
Verified Professional
Legal Services · 2-10 employees
Clio: The All-in-One Solution for Modern Law Firms
I can't imagine using anything else and it has truly changed the way law firms operate. Everything from intake to invoice in one spot and integrates with a lot of my other systems
- Easy to use and keeps everything for a law firm in one centralized solution
- The support received is excellent with many avenues for learning
- No offline access, but it still offers a mobile app if I am outside of a space with internet
- Have a lot of features and can be hard to keep up
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