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What Is Clio?

Ranked #1, Clio is the leading law practice management software with the most 5-star reviews and the only legal software with 1,500+ reviews on Capterra.

Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere.

Access and manage your work in one central system - with matters, contacts, billing, payments, and everything you need in one place. Schedule a live demo to learn more.

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-premises

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:

$39.00/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 $39.00/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
  • Customizable 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

Alternatives to Clio

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The only drafting solution on the market created to work with Microsoft to seamlessly integrate with Outlook and Microsoft Word.
Worldox is an enterprise-capable document management software that helps businesses store, manage, organize, and share documents.
We are the #1 web-based time billing, invoicing and project management software for law firms. Find out why with our 30-day free trial.
CARET Legal's trust accounting software includes bulk trust fund application, accurate bookkeeping with 3-way reconciliation, and more.
Actionstep's connected legal business management tools equip your law firm to confidently embrace the future, create sustained growth,
A document solution that incorporates not only document management, but also automatic time tracking and disbursement recovery.

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
J.P.
J.P.
Attorney in US
Verified LinkedIn User
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Clio is the best option for a solo or small firm law practice

5.0 5 years ago

Comments: After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.

Pros:

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Cons:

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Alternatives Considered: CosmoLex and Rocket Matter

Reasons for Choosing Clio: At the time I decided to look at alternatives, in 2017, the product was getting worse, not better.

Reasons for Switching to Clio: Largest user base and least likely to get assimilated or go out of business, forcing another vendor change.

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 2 months ago 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 2 months ago 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.

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 3 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!

Daniel G.
Daniel G.
Attorney in US
Verified LinkedIn User
Legal Services, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Solo Practitioner Recommends Clio

5.0 5 months ago

Comments: My experience with Clio has been excellent. Although Clio was not intuitive at first, it became so after a few months. The support has been excellent. Also, I have found Clio responsive to suggestions for improvement.

Pros:

For a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document creation, hourly billing tracking, and of course management of cases and case loads.

Cons:

Clio's method of running credit card or ACH fees and then tracking them is a bit frustrating. I do appreciate the fact that the fees are not taken from the trust fund.