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What Is Clio?

Ranked #1 and with the most 5-star reviews, Clio is the leading law practice management software used by 150,000+ lawyers from large, small & solo firms.

Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more.

Manage your work in one central system - with matters, contacts, billing, payments, and everything you need in one place.

Who Uses Clio?

Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area.

Where can Clio be deployed?

Cloud-based
On-premise

About the vendor

  • Clio
  • Located in Burnaby, Canada
  • Founded in 2007

Clio support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Belgium, Canada, Ireland, Luxembourg and 4 others

Languages

English

Clio pricing

Starting Price:

€49.00/month
  • Yes, has free trial
  • No free version

Clio does not have a free version but does offer a free trial. Clio paid version starts at €49.00/month.

Pricing plans get a free trial

About the vendor

  • Clio
  • Located in Burnaby, Canada
  • Founded in 2007

Clio support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Belgium, Canada, Ireland, Luxembourg and 4 others

Languages

English

Clio videos and images

Clio Software - THE #1 LEGAL PRACTICE MANAGEMENT SOFTWARE
Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily.
View 6 more
Clio video
Clio Software - THE #1 LEGAL PRACTICE MANAGEMENT SOFTWARE
Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily.

Features of Clio

  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
  • Asset Accounting
  • Bankruptcy Case Management
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Cross Ledger Posting
  • Customisable Invoices
  • Customisable Reports
  • Data Import/Export
  • Document Capture
  • Document Generation
  • Document Management
  • Document Storage
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • For Legal Professionals
  • Full Text Search
  • General Ledger
  • Interaction Tracking
  • Invoice Management
  • Invoice Processing
  • Lead Management
  • Legal Case Management
  • Mobile Payments
  • Payment Processing
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Staff Calendar
  • Status Tracking
  • Task Management
  • Tax Calculation
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Trust Accounting
  • Version Control
  • Workflow Management

Clio Alternatives

Practice management and EMR tool for psychologists, chiropractors, physical therapists, pathologists, and therapists.
Actionstep is a legal practice management software used by thousands of lawyers to automate & manage their firms in one flexible system
A document solution that incorporates not only document management, but also automatic time tracking and disbursement recovery.
Providing web monitoring peace of mind to thousands of customers around the world.
CARET Legal’s practice management platform automates critical processes and helps you save time and scale your business.
Worldox is an enterprise-capable document management software that helps businesses store, manage, organize, and share documents.
A cloud-based software for legal billing, time tracking, invoicing, case management, online payments & many more all in one place.
The only drafting solution on the market created to work with Microsoft to seamlessly integrate with Outlook and Microsoft Word.
New realities call for new solutions. We are the #1 time and billing, and payments software for law firms. Try for FREE now.

Reviews of Clio

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.7
Features
4.5
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Stephen
Stephen
Owner in US
Verified LinkedIn User
Legal Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Fantastic Practice Management Solution

5.0 5 years ago

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.

Heather
Heather
Office Manager in US
Verified LinkedIn User
Law Practice, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

CLIO for Efficiency

5.0 2 months ago

Comments: Overall I see much more pros than cons. It is absolutely worth the money. I have been able to restructure certain areas of the firm to be more effective and our production has been going up annually since using CLIO.

Pros:

Ease of use, e-signing with ease, invoices can be unique to our firm with templates for each client, cleaning up others time entries are simple as admin, and it just overall makes my job more efficient and enjoyable.

Cons:

It needs work on adding my state laws and guidelines into the calendar. For example if I have a CT slip and fall case, it would be nice if the calendar prompted me to enter all my scheduling order dates, remind me when discovery is due per statute, etc… also an in office chat feature would be nice too! When we save emails from outlook the organization is not helpful for some attorneys and we cannot edit that. Also we need AI integrations!

Jeffrey
Principal in US
Law Practice, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Clio Meets My Firm's Needs

5.0 last month New

Comments: I'm still in the process of moving all my files from Firm Central to Clio. But so far, I'm very satisfied.

Pros:

I came to Clio because Thomson Reuters discontinued its Firm Central case-management product, and I needed a replacement. Clio has all the functionality that Firm Central did, but in a more logical, easier to use interface. I found that, with minimal instruction, I was able to get up and running. The Clio onboarding process was very effective.

Cons:

Clio was designated by Thomson Reuters as its preferred partner to replace Firm Central. In that role, I would have expected the Clio team to have been a little more up-to-speed on the best way to migrate from Firm Central to Clio. Clio's team does migrate your data, and that went very smoothly. But "data" doesn't include documents, which is the bulk of what we were storing in Firm Central. Clio has no advice on how to move those documents. They simply recommended three third-party vendors. I contacted the one that advertises that it specializes in migration to Clio. It was going to charge me $3,000 to upload my files into Clio. But I'd still have to figure out how to get them out of Firm Central, which was my major challenge. Once I had them downloaded, Clio makes it easy to upload. At any rate, Firm Central's instructions were helpful, and the process went fairly smoothly.

Ryan
Owner in Mexico
Law Practice, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Fallen far from grace

1.0 last month New

Comments: Awful. They look great at first glance given the supposed breadth of features they have, but when they start removing features without notice or you experience any problem with their software at all, it is all but guaranteed that they will be completely unable to assist and you will be left paying full price for a program that, at best, half works.

Pros:

Clio used to have responsive and helpful customer support, but that was years ago! It was once easy to track and link payments to client matters, run useful reports, and handle cloud-based documents, but recently the software has seen nothing but bugs.

Cons:

Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of the desktop launcher. Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister program), retroactively recharacterizing ALL prior card payments in a completely different manner and ruining my firm's entire accounting system overnight. Clio tech support is worthless and is never aware of any issues brought up to them about the software, no matter how debilitating the issue may be, and they endlessly put you on hold to "talk ton their team" while stalling and asking for more screenshots of the issue, only to tell you a week later that they can't help you. The software has fallen far from grace and serves only to be a very expensive patchwork of buggy integrations, paired with tech support that doesn't understand any of the details of their own program.

Amanda
Attorney in US
Law Practice, Self Employed
Used the Software for: 2+ years
Reviewer Source

Clio Review from AWL

5.0 4 months ago

Comments: The platforms, both Manage and Grow, are user friendly and I have had a great experience with the software. I like that there aren't rollout after rollout of changes. I enjoy updates and accept them but I like that it's not a weekly occurrence (like Quickbooks). I have recommended Clio to others and will continue to use Clio.

Pros:

Overall Clio is very user friendly. My clients who have commented on the use of Clio have had positive feedback as well. I like that there are training videos and customer service has been great the few times I've called. The integration with my Google Workspace and now having their own credit card processing fees is great too! This year I'm utilizing the Dashboard more, both on Manage and Grow and I do like how it works. It helps me stay productive.

Cons:

For sections I haven't used as much, I have difficulty finding my way back to them after stumbling upon them. I would like to be able to attach receipts for reimbursable expenses to client's invoices. I would like to be able to mark client matters and/or client invoices as mail only so I know when to print the invoices and mail them to clients.

Alternatives Considered: QuickBooks Online

Reasons for Switching to Clio: I had Quickbooks at my previous firm and I hated their program. My boss was always on the phone with them because something wasn't working correctly. Every time I went to log time the format had changed. It is expensive. Clio was recommended by both bar associations that I am a member of and the free trial went very well for me.