Clio Pricing, Features, Reviews & Alternatives

Clio

Cloud-based legal practice management software

4.7/5 (1,152 reviews)

Clio overview

What is Clio?

Clio is a cloud-based legal practice management solution that lets you manage your law firm from anywhere. Ranked #1, Clio is the leading legal software solution with the most 5-star reviews and the only legal software with over 1,000 reviews on GetApp. Access and manage your work in one place - with your matters, contacts, billing, and more located in one centralized system. Start a free 7-day trial or schedule a demo with a Clio expert to learn more.
www.clio.com

Pricing

Starting from
$39/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, United Kingdom

Supported languages

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Clio screenshot: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.Clio Customer Stories: Ad Astra Law GroupClio screenshot: Robust invoice customization options give law firms the opportunity to put their branding front and center.Clio screenshot: The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute.Clio screenshot: The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home.Clio screenshot: Clio calendarClio screenshot: Clio matter pipelineClio screenshot: Clio create new contactClio screenshot: Clio reportsClio’s IntegrationsQuick Billing for Law Firms Presented By DanMeet your new legal assistant - Clio
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Clio user reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.5
  4.6
  4.8
Stephen B.

Fantastic Practice Management Solution

Used daily for 2+ years
Reviewed 2019-07-06
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Lindsay H.

Great software and user friendly!

Used daily for 1-2 years
Reviewed 2020-07-21
Review Source: Software Advice

My overall experience has been great! They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.

Pros
I liked how the IT team literally walked me through the entire set-up/integration. To be 100% honest, they recovered & transferred my crashed billing entries from Timeslips into their system. There are so many positives re: Clio software that I cannot pick what I like most; however, the Quick Bill & Payment Plan features are very convenient. Oh, I can't write a review and not mention the LawPay integration. That is also a great feature!

Cons
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them. I wish Clio had a .pdf that I could hand to every new client. I also wish there were more options re: billing history printouts for the Court. This is VERY important when asking for ATTY fees.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Þorsteinn H.

clio law DATA management

Used daily for 1-2 years
Reviewed 2020-05-28
Review Source: Capterra

Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining. Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log). clio portal for clients, e sign easy to make form-documents connects to IP phone etc. Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.

Pros
For us the program has changed everything in the workflow to the better. In our opinion Clio’s forte is how flexible it is. Every law firm has its own different way of organizing workflow and Clio can accommodate for that, at least our whims and quirks which we have abundant of. The program is like potty in your hand. You mold and sculp the program according to your own special needs in the workflow. The only barrier is your own imagination. You decide how information is inserted, in what order and form and how it is presented. You make your own work procedures. You can organize and make chains of tasks beforehand and set the relevant type of chain of tasks to fit the case you are working on. Then, there and now, the future workflow is decided and set for that case.

Cons
You can not copy matters/cases and clients. It is not easy to move data fram TM to clio. We decided not to to it. Integration between outlook calander and clio calander does not work, it is so slow it is not usable. But the integration between google cal and clio cal is excellent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Daniel V.

Great comprehensive practice management solution for lawyers

Used daily for 6-12 months
Reviewed 2021-04-01
Review Source: Capterra

After almost a year with Clio I can safely say I'm happy with my purchase.

Pros
The integration with Quickbooks Online is clutch. While there are still some additional functionalities I would build into it, I love that a transaction in Clio creates a journal entry in QB that I can then link to a bank transaction. Makes bookkeeping way easier.

Cons
I wish that a client could access Clio for Clients and Clio Connect at the same time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Dario D.

Initially very promising, but recently quickly deteriorating

Used daily for 2+ years
Reviewed 2020-11-12
Review Source: Capterra

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1 day, 1 week, 1 month, 1 year, 10 years - you get the picture. I have been raising this issues for a long time now and was today told that it may never be fixed. This is but one example of a clear failure to even understand the topic and the issue at hand. Clio was not like this before, so I suspect that something has changed at the company. Perhaps critical people leaving (and I have noticed that some people have left), perhaps financial difficulties, perhaps something else. Overall, if I was asked a year ago about Clio, I would wholeheartedly recommend it. Currently, it would only be prudent to recommend to avoid it, at least until the situation at Clio changes, if it does change.

Pros
Clio could be, and indeed was for a long time, a fairly good and overall well featured application. As with any application, it did not have everything covered, but was slowly improving and adding features. In other words, it was a decent application that was getting better.

Cons
As of few months ago, Clio, put simply, started going backwards, and fast. Features that existed for years and worked perfectly, were either intentionally removed or broken and no longer worked. The number of bugs has increased exponentially. I used to discover a bug once every few months in the past. These days, almost every day I have to report new bugs or follow up on the existing and unresolved ones. In the past, any reported issues were addressed and resolved quickly. Now, you still get emails in response, but the emails are more of the scripted/lip service type and most issues do not get resolved at all, including critical issues relating to basic features that used to work fine in the past. As I am not an insider to Clio, I am not sure what the reason is, but from many recent interactions with Clio support and their answer, it seems to me that there is no one at Clio who has their hand on the pulse or any control over the "technical team" or the "development team". From responses I get, it sounds like the "developers" run the place and if they do not think that something is important, it will not get done or fixed. To give you a concrete example, an important financial report was working fine in the past and, as one would expect, it was showing the period to which the report relates. Some months ago, when "updating" that report to a "new" report, they removed the period of the report field, so, believe it or not, the report now does not show which period it relates to

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Clio pricing

Starting from
$39/month
Pricing options
Free trial
Subscription
View Pricing Plans

Clio pricing per user starts from:
$39/month

Clio features

API
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
Audit Trail
Billing & Invoicing
Compliance Management
Customizable Reports
Data Import/Export
Electronic Payments
Expense Tracking
Invoice Management
Invoice Processing
Multi-Currency
Reporting & Statistics
Third Party Integrations
Workflow Management

Recurring/Subscription Billing (231 other apps)
Reporting/Analytics (365 other apps)

Videos and tutorials

Additional information for Clio

Key features of Clio

  • Capture and track time from any screen
  • Complete legal accounting with Xero and Quickbooks
  • Customize matter view to your practice area needs
  • Industry-approved trust accounting features
  • Keep track of everyone’s schedules with a central calendar
  • Learn more with on-demand webinars and support articles
  • Limitless document storage
  • Never miss a deadline with Court Rules and Calendaring
  • Personalize client invoices with themes and customizations
  • Practice from anywhere with our iOS and Android apps
  • Save billable tasks and expenses to clients and matters
  • Seamlessly integrate with top productivity tools
  • Securely send and receive online client payments within Clio
  • Securely update clients through Clio’s client portal
  • Track the status of work with advanced task features
  • Use document templates to save time on repetitive tasks
  • Use integrations like Office 365 to eliminate dual entry
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Benefits

Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

- Manage every stage of the client journey and convert more prospects with Clio Grow, the CRM designed specifically for law firms.

- Get instant visibility into your firm's financial performance with firmwide and matter dashboards.

- Enable your clients to seamlessly pay legal bills online or in office with Clio Payments.

- Save yourself administrative time by using Clio to manage calendars, documents, tasks, bills, time entries, and more.