Clio Comparison

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Overview

Clio is the leading cloud-based legal practice management solution that lets you manage your law firm from anywhere. Access...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$39.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

859

218

29

6

8

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

Pros

We can easily enter time and expenses and effortlessly issue invoice in minutes. Really helps us bill clients quickly and track what has been paid and is still outstanding.
Additionally, the billing process has been simplied and can be run from any computer. Further, the ability to keep up with each staff member's productivity is AWESOME.
I love having all the information about a client in one place. It's super easy to use and if I can't figure something out the customer service is always available to help.

Cons

CLIO is missing some things that I took for granted in other software, the biggest being warning the user when a scheduling conflict occurs on the calendar.
With Clio, billing is no more trouble than making the time entries that I was already doing. Now I can handle the entire task very quickly sitting at my own computer.
Sometimes having too many customizing options can be a little overwhelming. Perhaps Clio could create preset packages for certain areas of law (e.g. immigration, personal injury, criminal).
  • Vendor responds to reviews
  • Last review8 days ago

Key features

  • Total features47
  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Audit Trail
  • Automated Billing
  • Automatic Backup
  • Automatic Notifications
  • Billing & Invoicing
  • Bulk Send
  • Calendar Management
  • Case Management
  • Client Portal
  • Collaborative Workspace
  • Compliance Management
  • Contact Database
  • Conversion Tracking
  • Credit Card Processing
  • Custom Fields
  • Custom Forms
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Document Automation
  • Electronic Payments
  • Email Integration
  • Email Notifications
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Microsoft Outlook Integration
  • Multi-Currency
  • Project Budgeting
  • QuickBooks Integration
  • Real Time Data
  • Reporting & Statistics
  • SSL Security
  • Secure Data Storage
  • Summary Reports
  • Task Tracking
  • Third Party Integration
  • Time & Expense Tracking
  • Timer
  • Two-Factor Authentication
  • Workflow Management

Integrations

  • Total integrations68
  • Authorize.net
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

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