Clio Pricing, Features, Reviews & Comparison of Alternatives

Clio

Cloud-based legal case management software

4.59/5 (489 reviews)

Clio overview

Clio is the leading cloud-based software for the legal industry. Clio eases the day-to-day of legal professionals all over the world with intuitive time tracking, billing, matter management, mobile apps, and more to streamline every task from client intake to invoice. Featuring Clio Manage, the world's most popular legal practice management software, and Clio Grow, a legal CRM platform designed to help you better manage your client relationships, the Clio Suite provides everything you need to run, manage, and grow your firm.

Clio Manage: Focus on billable work. Let Clio automate tedious tasks, optimize workflows, and organize cases—so you can deliver better client experiences.

Make well-informed business decisions, fast. Operate in compliance with regulatory standards. Store your firm’s critical information in one central, secure, up-to-date place, that you can access anywhere, at any time.

Clio Grow: Powerful client intake for law firms—simplified. The complete client intake and client relationship management (CRM) platform that streamlines processes, organization, and law firm growth.

Learn more at clio.com
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

English
Clio screenshot: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.Meet your new legal assistant - ClioClio 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 screenshotClio screenshotClio screenshotClio screenshotClio’s IntegrationsQuick Billing for Law Firms Presented By Dan

Clio reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.4
  4.5
  4.7
Gary Hill

Clio Is The Best

Used daily for 2+ years
Reviewed 2018-09-04
Review Source: Capterra

I have not had a single issue with Clio. I have used it now for three years. My bills look sharp and the time/activity record keeping is flawless, which helps when I have to push to get paid. The trust accounting is redundant and airtight. I am looking forward to developing my practice and I know that Clio is expanding its range of functions at a rate faster than any of my needs. Clio is leading the industry in coordinating with third party vendors (Lawpay, Outlook etc) to make Clio even more functional and efficient. There is much to like about Clio. Their customer support is first rate and comprehensive. For example, learning to manage trust accounting and the creation of regular client invoices are critical and time sensitive activities. During my first year with Clio, I would call customer service at the end of each month as I encountered small mistakes I made in billing or accounting. Clio was always there willing to patiently walk me through my steps to help me fix my errors. The billing and accounting features are redundant and it is almost impossible to make a mistake that cannot be fixed. Time entry is simple and efficient.

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Candace Werth

I have been so impressed with Clio. There is so much it can do and the customer service is amazing.

Used daily for 6-12 months
Reviewed 2018-03-16
Review Source: Capterra

There are too many to mention. I was only looking for conflict management software and didn't know if I needed a case management software because I am a solo attorney that is just starting out. It turns out that Clio does so much more. The timer feature lets you track work on different matters and easily switch to a different matter when a phone rings or interruption happens. You don't lost time. The billing is clean, neat and easy. After that you can move on to so many other options -- document automation, cloud storage, phone logs, email logs, quick and easy email drop. I have been here less than a year and I wouldn't switch. I am so pleased with Clio and how it makes the business end of practicing so much easier. What is best? There is so much. The Dashboard (to see instantly how the I am doing, and for each client so I can see how much time and billing has occurred on each matter and easily find the information I need); Time keeping, invoicing, secured email, email drop (to easily put emails into client matters in Clio and free up inbox space, ) and DOCUMENT TEMPLATES with Custom Fields -- I have automated my engagement letter, a basic client letter, will forms, POAs, etc. It saves so much time. To write a letter and not have to look up an address or block/copy it is so nice. You generate the document and edit to start typing the body right away. It requires work on the front end but in the end it is worth it. Also, the customer service being one click on a chat icon away is great. They are so friendly and talked me through invoicing each month for the first few months.

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David Myers

Best all-in-one solution out there

Used daily for 1-2 years
Reviewed 2017-05-24
Review Source: Capterra

It's a major time saver. It's great for billing, keeping tabs of your time, costs associated with a file, trust money for each file, docketing, contact lists, and all the rest. It feels a bit short/incomplete in some areas, but they keep improving it so hopefully that will happen soon. It's still the best damn law practice software out there, and I've searched high and low!- Easy to use and learn - Easy to show others to use - Really easy billing features - Great organization - The Notes feature is fantastic and replaces any need for docketing and memos to file - The "add time" feature makes it easy to keep track of billings and what's to go on the next invoice - The linking of contacts to files is a time saver - The Calendar is easy to use and does what you need it to - The accounting that exists is great for keeping track of the movement of money directly connected with a file. It has helped keep my trust accounting immaculate. IT also helps me keep track of expenses associated with each file.

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Jared Bedrick

Customer service makes all the difference.

Used daily for 2+ years
Reviewed 2017-05-16
Review Source: Capterra

All the information you need at your fingertips, anywhere in the world. Hassle-free and comprehensive customer service. Packed with features. There is just so much that can be done with this software that a firm might not have thought to do with some of the older software platforms. Everything is secure and designed from a legal professional's viewpoint. Every person in our firm can handle a case from start to finish without leaving the Clio platform -- anywhere, anytime. Also, the customer service should not be overlooked. When we were researching various platforms to take over for Time Matters (Practice Panther, Rocket Matter, MyCase, etc.) Clio was the only company that had a knowledgable onboarding professional at the ready. They were incredibly flexible with letting us extend our demo phase and spent many hours running through different functions with us. They even held a full-scale training session with our entire staff BEFORE we had signed up. Even after we purchased Clio, they continued to hold our hand through the entire implementation process. That sort of service made our transition into the cloud seamless and allowed us to really take advantage of cost-savings that we were aiming for.

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Owen Hathaway

Fantastic value, modern software, steadily improving features

Used daily for 2+ years
Reviewed 2017-04-14
Review Source: Capterra

I've been using Clio since 2011 to help me run my solo practice. I use it primarily for calendaring , time tracking, and billing. Those features are fantastic. Almost all of my billable time is calendared, and Clio lets me add time right to those events and assign it to a matter right from the calendar. I cut my administrative time to bill clients by 40% the first time I used Clio, and it's now down roughly 90%. I love that Clio lets me use third-party software with it rather than forcing users to rely on less convenient built-in solutions. For instance, Clio creates a folder for each client and matter for me in Box.com where I can work on my clients' documents using the rich feature set of Box. Clio Documents is okay for sharing with Clients, but there's no way they could replicate Box. There are two things I really wish Clio would improve. First is the ability to natively support joint representation. I do some consumer bankruptcy work, and many of my cases are joint petitions. The Clio solution is to add one of the joint parties as a 'related party'. Strictly speaking, this is not a related party, but my actual client. I can note the relationship type, so it works okay for conflict checks, but I'd rather the software reflect the real legal relationship. The other has to do with transaction tracking and integration with bookkeeping software. Maybe I just need to learn how to do this better, but I end up doing double work in Clio and Quickbooks for expenses and trust accounting. Bills and payments integrate, but the details, which are important for accounting disclosures, are manual in Clio. All in all, Clio continues to be the best option for me. I'm very mobile, so a SaaS/Cloud solution is absolutely required. The features were very basic when I started using it, but the folks at Clio are constantly releasing new functionality, improving existing functionality, and integrating new useful apps. Oh yeah, I'm a bit of a tech geek, so having access to an open API is extremely tempting to me. I've done one integration with Zapier, and I have some ideas for other things I might do directly with the API. Highly recommended.SaaS platform, integrations with useful software like Box.com and NextChapter (bankruptcy service), comprehensive workflow features

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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 Integration
Accounting Management
Activity Dashboard
Billing & Invoicing
Customizable Reporting

Auditing (81 other apps)
Automatic Notifications (107 other apps)
Automatic Reminders (84 other apps)
Compliance Management (81 other apps)
Data Import/Export (101 other apps)
Electronic Payments (107 other apps)
Expense Tracking (115 other apps)
Invoice Management (162 other apps)
Invoice Processing (97 other apps)
Multi-Currency (99 other apps)
Real Time Data (102 other apps)
Receiving (90 other apps)
Reporting & Statistics (124 other apps)
Third Party Integration (102 other apps)

Additional information for Clio

Key features of Clio

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

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.