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About Clio

Ranked #1, Clio is the leading trust accounting solution with the most 5-star reviews. Schedule a live demo to learn more.

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Pros:

I love the notifications that offer support and training for new options and/or updates within Clio. I like being able to select certain calendars to see at one time or multiple at once if needed.

Cons:

There is no restore your organizations work if a rogue employee deletes it or an accidental deletion without nefarious intentions.

Clio ratings

Average score

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

Likelihood to recommend

9.1/ 10

Clio has an overall rating of 4.7 out 5 stars based on 1,669 user reviews on Capterra.

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Filter reviews (1,669)

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 11 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!

Erika
Paralegal in US
Law Practice, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Highly Reccomend

5.0 2 months ago

Pros:

This platform is a great way to track time spent on a matter and by which team member. Easy to navigate and enter information. Ways to personalize messages and make sending invoices to clients quick and easy.

Cons:

Sometimes the way the bills are displayed can be confusing for clients.

Brenda
Case Manager in US
Legal Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Clio database organization

3.0 last month New

Comments: Clio is a good overall software that is useful in maintaining a detailed and organized database, however, its limitation in functionalities is not adequate for our field.

Pros:

Clio's functionalities are useful in the ability to maintain clients information in a organized database.

Cons:

The limited functions that Clio has adapted are extremely limited.

Melissa
Director of Planning and Development in US
Law Practice, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Clio is a Must!

5.0 2 months ago

Comments: I use it for everything. My phone call notes and client meetings. I print my notes for files to help staff know what I know. We only use Clio for task and case upkeep so all the information and status is in one place.

Pros:

Efficient for case management, designed for easy use and the most responsive team I’ve ever seen for management application.

Cons:

I would like to have more options for my calendar (more like a daytimer feel) with a calendar view that supports tasks management and notes.

Alternatives Considered: Trello and QuickBooks Enterprise

Reasons for Choosing Clio: Efficiency and reliability. Ease of use and consistency.

Switched From: Amicus Attorney

Reasons for Switching to Clio: Because Clio does so much more. Everything is all in one application.

Hannah
Billing Specialist in US
Law Practice, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Streamlined Game-Changer

5.0 2 months ago New

Pros:

I love Clio's ease of use and streamlined platform. It lays everything out beautifully.

Cons:

What I liked least about Clio was the reporting features, but I see them continue to be expanded upon in the future!

Jessica
Lead Paralegal in US
Law Practice, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Would recommend Clio to law offices.

5.0 2 months ago

Comments: Good. We use the program everyday. It keeps the our litigation calendar very organized.

Pros:

Has all client information in one place and has an attorney calendar.

Cons:

Not enough custom fields. Would like to be able to add different custom fields for searching information.

Alexander
Attorney in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

solid will keep using

5.0 3 weeks ago New

Comments: Solid, i like it and will continue to use it.

Pros:

cloud docs and centrlaized note keeping.

Cons:

ai doesnt do what i want and mobile version doesnt have everything.

Tania
Law Clerk in US
Legal Services, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Great Legal Software!

5.0 4 weeks ago New

Comments: Overall, I have had an incredibly positive experience with Clio.

Pros:

client intake & document management system - billing tool is easily accessible and convenient for time tracking.

Cons:

Tasks and messaging can be more robust - limited reporting capabilities

Karen
Administrative Assistant in US
Law Practice, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Postive Review

4.0 2 weeks ago New

Comments: Overall, very user friendly and I'm sure there's more to learn.

Pros:

Easy to move around and find clients information.

Cons:

That manage and grow don't automatically sink.

Jessica
Legal Secretary in US
Law Practice, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Easy to use

5.0 2 months ago New

Pros:

How easy of keeping track of all matters.

Cons:

Have not run into any issues. CLIO keeps us on track.

Callie
Paralegal in US
Law Practice, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Clio Power House

5.0 4 months ago

Comments: We've been a User since 2010 and Clio has evolved throughout the years to meet our needs with the age of modern technology especially and advances out on the market. This allows us to meet our Client's expectations and bill them accordingly. Using the templates and workflows allows you to be more efficient with your day to day.

Pros:

Extremely user friendly. You can tailor the platform to meet your firms particular needs regarding your area of practice.

Cons:

Duplicate Contacts when logging emails. I believe that is being fixed.

Alternatives Considered: Litify

Reasons for Switching to Clio: The product met the needs we were looking for in being able to have it all in one platform

Geoffrey
Managing Partner in US
Law Practice, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Do yourself a favor: sign up with Clio! You will not regret it.

5.0 4 months ago

Comments: We are never going back to other platforms. Other "attorney centric" solutions for document management, client relationship management, timekeeping and billing are LESS intuitive and MORE expensive.

Pros:

Clio is intuitive and provides excellent document management, client relationship management, timekeeping and billing all in one platform for a reasonable price with no long term commitments.

Cons:

On occasion Clio will have glitches - connectivity issues. When that happens, we're at a standstill. Fortunately, it doesn't occur often, and when it does it is short lived.

Alternatives Considered: Tabs3

Reasons for Choosing Clio: Abacus was expensive and cumbersome and required long term commitment.

Switched From: Abacus Private Cloud

Reasons for Switching to Clio: Abacus was expensive and cumbersome and required long term commitment. Billing was a CHORE.

Cassandra
Paralegal Office Admin in US
Legal Services, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Great Product!

5.0 last year

Comments: I have used CLIO at two other firms and brought it on to Story Law. Was the best decision we ever made. Saves us administrative time which in turn promotes productivity and profit.

Pros:

We love that we have all data, participants, documents, contacts, email/communication journaling, calendaring all in one place. The mobile app is great for on the go use and tracking time when you are away from the office. The client portal is a great tool for tracking what the client has provided and what is still needed. The time Clio saves us in administrative work has been invaluable.

Cons:

Mapping with Quick Books does not match up the best. Some of the integrations are still work in progress. No integration with MyPleadings.

Alternatives Considered: MyCase

Reasons for Choosing Clio: Cost effective and all our case management, billing and firm administration can be done in one program.

Switched From: Sage Timeslips

Reasons for Switching to Clio: Ease of use. All-in-one solution. Timeslips is a completely separate systems resulting in double-entries and lost time. Clio is easy to navigate and understand.

Anthony
Attorney in US
Legal Services, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Not a good product

1.0 6 months ago

Comments: I was misled in the sales call and they talked me into purchasing Grow. Boy, what a mistake! Grow is a product that promises to automate the intake experience but does not work as advertised at all. The tech support seems unable to figure out the problems I am having, and paying for premium support was one more waste of money.

Pros:

Manage makes it easy to send bills and get paid electronically. It can maintain files and track time.

Cons:

Grow is a useless product that doesn't really work, and premium tech support is a waste of money.

Alternatives Considered: MyCase

Reasons for Choosing Clio: I opened a new office and needed software

Switched From: Zola

Reasons for Switching to Clio: Clio seemed good for a solo practitioner. Boy was I wrong.

Victoria
Paralegal in US
Law Practice, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Clio is an amazing program with lots of benefits.

5.0 4 months ago

Comments: I love the benefits for Clio and how it is always improving

Pros:

I love how customizable this program is. I can create my own fields and documents. I love the organization options. I love how we can template our own information to create a matter. It's a very useful tool. I also love the clio portal and the ability to text our clients.

Cons:

The only issue I have with clio is the email attachments need to be saved to the file it's self, unless you save the entire email. It will be routed to an attachments file and that can be difficult to find if you have many files.

Erica
Accounting Manager in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Clio Is the Most Useful Database We have Used

4.0 last year

Comments: Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in customer service however has dampened my enthusiasm..

Pros:

Integration of payment, invoicing and CRM I used to love the customer service but now....NO

Cons:

Difficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries.

Clio Response

last year

Hi Erica. Thanks for sharing this valuable feedback. I can assure you that we take into account this information to continuously improve our products and services. I’m sorry you had an unsatisfactory experience with our customer success team. I can assure you that all of our customer service staff are trained in-house and have in-depth knowledge of all our products. While it may on occasion take more than one call to answer a question, please know that we are committed to resolving your queries as quickly as possible—and our team is available 24 hours a day, 5 days a week, via in-app chat, email, or phone should you need further assistance.

Markell
Lawyer in US
Law Practice, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Easy Peasy

5.0 last year

Comments: We really have benefitted from our switch to Clio: we are able to track files better, share calendars better, and invoices don't get forgotten anymore.

Pros:

We love the invoicing the most - we are sure we have re-captured getting paid for many files we used to not be able to track and get paid for. Now we can send an invoice online and get paid online too. Making a bill is quick and easy, and our staff even thinks fun!

Cons:

We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to attach files to emails, so we didn't end up doing this. Also, when sending an email from Clio, I would prefer that it auto-saves it to the Clio file.

Alternatives Considered: Zola and MyCase

Reasons for Choosing Clio: Amicus was "clunky" - it was not cloud based, didn't connect with our cell phones (so we couldn't see our calendar), and document management and billing was not easy.

Switched From: Amicus Attorney

Reasons for Switching to Clio: The look of the software was very clean and we loved the ability to code different types of events on our calendar by color, that is how we organize our files. It was intuitive and easy to use, while not offering an overwhelming number of services we didn't need.

Galen
Owner in US
Law Practice, Self Employed
Used the Software for: 1+ year
Reviewer Source

Couldn't Live Without Clio Manage and Clio Grow

5.0 last year

Comments: Excellent. I highly recommend Clio and it is worth the cost. I also appreciate the ongoing CLE opportunities, some of which are free.

Pros:

Clio helped me hit the ground running when I opened my solo practice. Nearly every feature is user intuitive, and I have already been delighted to see Clio continue to upgrade its services in the two years I have used them. I couldn't survive (i.e. stay organized) without all of its features, billing, document e-signature service, and access to its partner, Proof for service of process.

Cons:

Initially I was disappointed that Clio Grow and Clio Manage didn't "talk" to one another. I love Clio Grow to keep track of leads and potential clients, and I like the ability to transfer a file over to Clio Manage. I didn't like that they weren't truly in sync. However, Clio has worked to solve that pet peeve and is continuing to make improvements.

Alternatives Considered: MyCase

Reasons for Choosing Clio: No access to government system when opened own practice

Switched From: Odyssey Management System

Reasons for Switching to Clio: I was impressed by their sales presentation, the ability to track payments in the trust account and operating account, and it was highly recommended by a colleague I trust. She was not wrong. When another colleague opened her practice next door, I recommended Clio and she also loves it.

Josue
Founding Partner in US
Law Practice, Self Employed
Used the Software for: 1+ year
Reviewer Source

Get It. It's Literally A Lifesaver.

5.0 4 months ago

Comments: Great! The people and the organization are great, and they're constantly giving as a company. They give you resources on accounting, technology, business building, client management, time management, everything you can think of to run a business as an attorney. There are SO many things you can do with Clio, I'm just scratching the surface. And they're still improving and adding more things on! It really is the best thing in the world for what you're paying. I 110% recommend Clio to any attorney in the world; it's the best thing since sliced bread, and it's truly a lifesaver.

Pros:

Easy to Use, Does literally everything I can want as an attorney. Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc). Very quick response time from their tech support, and most of the people are very nice and courteous even if they can't help you with what you want. The fact that they continuously update, make changes, and add features that we either wanted or didn't know we wanted until now, especially for such a low monthly price.

Cons:

The aesthetics of some of the features. Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite understand as a lay person haha), but these can likely be solved by talking to tech support. Some of the tech support people aren't that helpful, or will refer you to call their hotline so they can set up a Zoom call so you can share your screen and they can see the problem, which takes a whole lot longer than I would like. But generally they do solve the problem pretty easily.

Caroline
Paralegal in US
Law Practice, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Clio: Great for what you need

4.0 3 months ago

Comments: Clio is a great, basic legal site that provides most of what you need. Very easy to use, the scheduling features are top-notch, and they have the best customer service I've ever seen. Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates.

Pros:

- Clean layout - Straight-forward interface - Friendly Customer Service

Cons:

- Basic Billing tab - Too many Eservice fees - Not enough features

Veronica
Client Coordinator in US
Law Practice, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Best legal software I have ever used!

5.0 4 months ago

Comments: I have had nothing but great experiences with Clio

Pros:

i like that I am able to streamline the intake process in Clio Grow and then pass the baton to my colleagues seamlessly in Clio Manage and Clio Draft

Cons:

There are still some things that need improvement, but i love that the support team is always so helpful and try to find workarounds for me, and then they take our suggestions seriously and send those to their design team to try to figure out how to put those suggestions in action.

Laura
Paralegal in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Highly Recommend!

5.0 4 months ago

Comments: It is a very comprehensive system and I would recommend it to law firms of any size!

Pros:

It captures all of the information needed to work on a file in one place and allows me to be much more productive.

Cons:

Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system.

Patrick
Attorney in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

I can't imagine practicing without it.

5.0 3 months ago

Comments: Signing up for Clio is probably the best business decision I've ever made.

Pros:

It makes running my law office a breeze. I can't imagine practicing without it.

Cons:

I honestly can't think of anything I would change about it.

James
Attorney, Managing Member in US
Legal Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Over five years with Clio and extremely satisfied

5.0 last year

Comments: Overall, I have been extremely pleased with my experience using Clio.

Pros:

Clio is intuitive and greatly assists me in managing my firm. The dashboard is organized in such a way that I can easily track overall firm finances and open matters. Additionally, the ability to create tasks and sync Clio with my firm's Microsoft account expands the functionality of the product.

Cons:

I really do not have any complaints about Clio. When I attempted to use Clio Grow, I simply did not have the time to create the templates that are designed to make the product more valuable to client intake.

Laura
Principal in UK
Law Practice, Self Employed
Used the Software for: 2+ years
Reviewer Source

Highly recommend

5.0 11 months ago

Comments: Very good - any contact I've had with any staff member, from sales to onboarding to support has been excellent.

Pros:

I've been using Clio Manage since I started by firm in 2020 and find it to be very responsive to my needs. I've recently also started to use Clio Grow which I hadn't really thought would make a whole lot of difference to me, but I couldn't have been more wrong. I enjoy the interface, the support is good, it does what I need it to. Highly recommend it.

Cons:

The initial onboarding was great, but once you're up and running, you're left alone. Fair enough, but I suspect there are features that I could be using and would be beneficial to me, that I don't know about either because they didn't exist when I was onboarded, or I didn't need them initially and I've forgotten they exist. This could be fixed by a 6 month review or 1 year review, but it's not critical. Perhaps for firms with more users/wider range of services, they'd pick this up and follow it up with Clio. It's hard to follow up on something you don't know exists.