Clio Reviews

Clio is repeatedly at the top of the charts for available features. Clio is constantly working to improve their service and adding new features and functionality. We have had no problems to speak of. Any issues that we have had have been related to finding a particular option or feature.

I wish that Clio would support more advanced document generation. At present, it just does mail-merge-type generation. Substituting fields in Clio with a field indicator in a Word doc. I would love to be able to get rid of HotDocs and use Clio instead, but it just can't match what HotDocs can do. The other feature that I wish it supported is the ability for external uses (clients) to fill out forms or data, which can then be stored in Clio.

I liked that out of the box, it was very easy to implement and get started. When we first started with Clio, all of our practice management was done via paper and handwritten. Immediately, Clio made it easier to find cases and keep track of all the different matters. I like that we can accept payments and it will automatically close out bills. With the addition of Clio Portals, it makes it much easier to communicate with clients and keep everyone involved on the same page.

After the out-of-the-box implementation, there is not much to improve our workflows. I would like to see some enhancements that allow users to break from the same workflows and have logic and other efficiency tools for their practice. Not all law firms only practice in one area, and it would be nice to have the ability to have a matter format for a practice area when that practice area is selected....

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I have nothing positive to say about Clio at this time. Integrating our firm into their software was a major learning experience, which will guide me with the next software I choose.

The items added in the time that we have been with Clio have caused no improvement to our use of the product, although they use these additions as an excuse for raising their prices significantly. The "client portal" that they added does not even allow you to see if clients have viewed documents, which their old version did. Their new payment system only adds to their profits, so why would they utilize that as an excuse to pass on additional costs to their clients?

Hi Kathy, I'm very sorry to hear that about your experience with Clio. A member of our team is contacting you directly with you to work through these challenges Kind Regards, Jessica

The best thing about Clio is that they're not MyCase. They are a breath of fresh air. We were engaged in the misery of MyCase when Clio announced an informative dinner in our area. We went and were amazed by the functionality of their software. We were actually a bit aggressive with Clio as we were having such a bad time with MyCase. They managed to keep us calm and in doing so found themselves...

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I haven't found anything I don't like about Clio yet.

I was first introduced to Clio eight years ago at the ABA Tech Conference. I knew from the moment I saw it that it would revolutionize our practice, allowing us to work from anywhere yet stay on the same page, streamline our management of cases, and make the process easier for our clients, from following their case to being able to pay invoices online or through their phone. And I was right. Clio has done that for us and more.

Document Management was something that was missing for a long time, but Clio is improving there too. We hope to be able to get rid of our current document management system and transition to Clio Drive soon.

All the most crucial aspects of my workday are incorporated or linked in one central database. It makes it easy to track everything and invoice it all. Tech support is readily available, well-trained, patient and willing to take and submit suggestions to development.

I came from a mid-range practice management software and miss some of its features. The timer button should be red and blinking. I tend to leave it running when I get interrupted. I wish it had a spell check. I wish the app version was easier to navigate - it is hard to tell when a timer is running and how to find it to turn it off. Set up is intensive, as it would be with any practice management software....

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Great bang for the buck. Clio is a full suite of software for time entries, billing, trust account management, contact management, and document organization. Out clients love the ability to upload documents securely for us to use in their matters. Ability to access through a web browser makes it easy to work from anywhere as well.

Slight learning curve to get used to the new software after having used Amicus for almost 20 years. Small hiccups in transitioning our Amicus database over, BUT it was solved in a timely manner and we were able to clean up a few other items on our own.

The ease that it is to use and the service team that answers every question.

The document tools are a bit complicated. I would use the document tool more with a zoom class or in-person tutorial.

We like the CRM/case management integration and the ability to use templates. We have a real estate and estate planning practice, both of which lend themselves to form documents, and we have further customized documents through integration with the CRM component to auto-populate documents.

My only issue is the way “non-billable” does not get shown on the invoices. I believe it is critical for the client to see this.

The ease, the support can not be compared. Training videos were accessible, user friendly, one place for our firm to work on daily basis in all aspects.

Some of the features need more customization - tasks - we upgraded to the highest tier and still takes time to input the data and follow life of the task. Would be easier if you had one task and were able to add sub tasks, ie: draft legal opinion, partner review, pending client approval. Reports need to be more robust and able to customize

Easy to use, customer support is awesome, helpful tutorial videos and great client experience. I have received multiple compliments on the style and ease of paying on-line.

It was not syncing with QuickBooks when posting to CLIO but that may have been addressed recently. I need to check with my bookkeeper.

Clio easily tracks time and expenses, keeps client and matter details organized, generates invoices, and gives us reports that help track our firm's growth. It is easy to learn, easy to use, easy to customize to our practice, and has very helpful and responsive customer service. Since it's cloud based, we can also work remotely as needed. Very glad to have Clio!

I like most everything about Clio except that it can be slow if our internet service is being slow (not Clio's fault, but it comes with being cloud-based). Every once in a while I find a glitch that frustrates me in creating invoices. Usually, though, chatting with customer support online leads to a) their showing me how to solve my problem, or b) the problem being sent to tech support for fixing in Clio's system.

What I like most about Clio and it's developers is that when there is a feature you believe would be a great enhancement and you suggest it to them, it seems like not long thereafter you have that enhancement.

I cannot think of anything I don't like, honestly.

The ability to integrate other software enable using other software to address aspects of Clio which are good, but not great. As an example, Clio Management's task management is good, but there is not a kanban or gantt feature, but I can easily integrate with Asana, Monday.com, etc.

Some aspects address needs in a basic manner, but are not as robust as software which is specifically designed for a single purpose. Using the same example as mentioned in the "Pros" - the task management works and can be automated, but it does not have highly specific features such as kanban or gantt.Additionally, the syncing between Clio Grow and Clio Manage could improve. The two do not sync completely - certain items (ex. emails, I believe) do not sync.Lastly, when trying to export specific sets of data, Clio is time-consuming. We had an attorney who left our firm, and providing her the information from her clients required going to each client and selecting "export" for each aspect of the clients' data (such as, emails, documents, contacts, transactions, etc.)

As a solo practicing attorney for almost a quarter century, tracking time, preparing and sending out bills has been my least favorite activity, and the place where I have lost revenue and had upset clients. My experience is that clients don't appreciate it when bills are sent timely or when they receive billing after six to twelve months of work - they really prefer regular billing. Clio has revolutionized the billing and collection part of my solo practice environment. Now that I have learned how to create clients and matters and to input time, it is a simple once a month task to create professional monthly client bills which I can print and snail mail, email, or send with the LawPay connection and the client can "click through" the email bill to pay with credit card.

I cannot figure out how to set up or use the form template function. When I have tried it does not really work and I have stopped trying to use this. I would very much like to create some form engagement letters. My work is mainly transaction, not so much litigation. At first it was difficult to figure out how to prepare a nice looking flat-fee for a project type bill. However, with the updates I have been able to customize bills to have both hourly fee bills and flat-fee bills.

Clio has the features I needed. I was fooled by the initial trial into thinking it would be a good fit for my firm. What use is a feature that is so complicated to find, use, and enable that I have to call support or Google how to make it work.

Nothing is intuitive, at first it seems like everything is going to work. Clio has all the features I wanted, or at least it seemed like it did. Once I used it for more than just the trial period, using it to manage my trust account, client billing, client communication, it just does not work. After using it for any length of time, the navigation gets tiresome and then frustrating. At every turn...

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Hi Lee, First of all, I wanted to thank you for taking the time to share your honest feedback with us. Hearing from our less-than-satisfied customers helps us determine what the best course of action is when improving our product. I wanted to let you know that in a little over a month we'll be launching the first ground-up redesign of Clio in the 8 years since launch. The redesign will aim to...

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- 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.

Clio is fantastic and the best solution I've been able to find, and I've done a lot of searching both before and after buying Clio. That said, Clio seems half finished in some areas and I'm hoping more work will come. - The accounting is adequate, but should go a lot further than it does. I would love an integrated cheque writing program, for example. - I don't know why you can't have more than...

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The Clio Manage product offers an excellent practice management tool with enough flexibility that we can continue to develop new solutions to any hurdles we face. Primarily, Clio has been instrumental in:-Time Tracking-Data Base Management - for clients, opposing counsel, judges, mediators, etc.-Case Management-Invoicing-Data Analytics - for performance metrics, financial projections, etc.

Clio offers a lot of powerful solutions, but is not 100% comprehensive. Often, when Clio is missing a feature, support will add it to their list of "feature requests" to be implemented in the future. While I fully appreciate Clio actively working on new features, some of the roadblocks we have hit feel surprising considering the software is built for law firms. This is mentioned in a previous section, but one of our current issues is in our pre-bill review. When discounting line items, they must be discounted at a percentage, rather than a dollar amount, which was not a problem we had faced in previous software.

Clio is quite robust with many functions geared for law offices. Much of the thrust is for multiple lawyer offices ( which makes sense) and some also work for solo firms (my office is a solo office). There is a forms component which is poorly integrated with Clio. It does allow you to create an online fillable form - but the steps to have that information fed into your database for the practice is cumbersome and not intuitive. Yo are using two independent programs - which is unlike both Practicve Panther and My Case. In the other two the feed into the database is direct - no two programs - no multiple steps to move rom one database to another.

As mentioned, the multiple step s needed to use the forms - and the cost for that portion of the platform - make this a terrible choice. If you want to use forms as questionares and to populate your database - and update the database - by client input - this is definitely NOT the platform to use.

It's online. The timer can be stopped and started easily.

I spend about two (2) hours a day implementing workarounds to make the system work because it was not built for family law practice or file review. It's a good backup system but it's nothing very reliable unless you're willing to invest the time into making it work.

Hey Ashley, This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions? - Derek, Clio Community Manager

Having direct access to the company, and the developers is a huge benefit to using Clio. If there's something that's not quite right, there's usually an easy fix or workaround, and you don't have to wait around for days or weeks to get a response from support. As far as the software itself, we love the nearly limitless integration ability of Clio, and the fact that they're always adding/improving features, like CourtRules, which is essential to our litigation practice.

We've been powered by Clio since 2011, and at the time, subscription software was a new concept, which took me a while to warm up to. Eight years later, however, everything requires a subscription, so this is a non-issue. I can only think of two things that I wish Clio would come up with a fix for: (1) ability to merge duplicate contacts; and (2) bring back the ability to have a less expensive subscriptions for non-attorney users.

Thank you for the feedback, Joseph! We've shared your feedback with our Product Team. Though a one-click merge contact option isn't currently available, the steps listed here will help you achieve the same results (hope this helps!): https://support.clio.com/hc/en-us/articles/115002325034-Is-There-a-Way-to-Merge-Contacts-

We got Clio specifically for its billing program. Its great that everyone can enter their own time into Clio. I like how Clio does “macros” [they call them “text snippets”]. They work without having to use a code key. The software is easy to use – for someone like me who is not a bookkeeper and hasn’t done a lot of billing before, it takes a little while to learn how to use it correctly, but once...

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Spell checking in the billing software is not what it could be – it does have the little red underlines if it thinks something is misspelled [like Word], which apparently is easy for some people to ignore. It would be better if Clio had its own dictionary and didn’t depend on the one in the browser. In order to do spell checks, we have to: export the time to a CSV file, spread out the column for...

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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.

I love the ease of use with respect to creating bills and managing trust accounting. On a different level, I have confidence that Clio is on the cutting edge of technology and software developments. As is evidenced by their annual conference, Clio is a leader in the industry. My investment in time learning this platform will continue to pay dividends as I mature as a solo practitioner. I am a veteran litigator but I recently opened my own practice. Clio has been the one indispensable tool to my new practice.

SaaS platform, integrations with useful software like Box.com and NextChapter (bankruptcy service), comprehensive workflow features

Detailed expense accounting is cumbersome, joint representation is not natively supported

Easy to switch from LawPay. Integrated easily with Clio (but so did LawPay). Supposedly lower fees.

Terrible turn around time for payments by credit card. 5-7 days! No explanation or customer service for the delays in processing time. Very difficult to switch back to LawPay - they make you schedule an appointment to talk to someone who takes your time to tell you how difficult it is to switch back to LawPay, plus they want you to cancel all your pending payments, which they didn’t require when switching...

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Hi Dess, Thank you for taking the time to detail your experience. A Support Specialist has reached out to talk through your concerns in more depth and hopefully resolve them for you. In the meantime, here is some additional information regarding your feedback. 1. We do not share our customers' contact information with third-party providers. We also strive to only communicate relevant, useful information...

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