About 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.

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Clio

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.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Clio Software - Comprehensive case management, advanced document management, & faster billing.
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.
Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device.
Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds.
Clio Software - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.
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Clio video
Clio video
Clio video
Clio video
Clio Software - Comprehensive case management, advanced document management, & faster billing. 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. Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device. Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds. Clio Software - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.

Features

Total features of Clio: 93

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Billing & Invoicing
  • Billing Rate Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • File Sharing
  • For Family Law
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Interaction Tracking
  • Invoice Management
  • Invoice Processing
  • Lead Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Location
  • Project Time Tracking
  • QuickBooks Integration
  • Real Time Data
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Scheduling
  • SSL Security
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Alternatives

CaseLoad

0
#1 Alternative to Clio
CaseLoad is a fully integrated legal case management and legal accounting system built for modern law firms operating...

Rocket Matter

4.4
#2 Alternative to Clio
Rocket Matter is the leading cloud-based law practice management software that helps you run a more efficient law firm,...

MyCase

4.7
#3 Alternative to Clio
MyCase legal practice management software helps law firms solve key business challenges, including getting paid faster,...

CosmoLex

4.7
#4 Alternative to Clio
CosmoLex is the ONLY Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks...

Reviews

Overall rating

4.7 /5
(1,161)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.8/5

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Showing 5 reviews of 1,161
Stephen B.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fantastic Practice Management Solution

Reviewed on 06/07/2019

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.

Thad S.
Overall rating
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Security is lacking for the accounting side. Otherwise it's a very good software.

Reviewed on 03/04/2020

We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are...

We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are mostly pleased. I think that most case management software works on the same theory: a contact (person or enterprise) can have several different matters (cases). Like most users, we just want it to work and it does (with the exception of the accounting problem described above).

Clio has so many helpful features and integrations that it could take a year or two just to get a small to medium-size office up to speed with using all the features.

However, UNTIL CLIO FIXES THE ACCOUNTING SECURITY PROBLEM, DO NOT SWITCH FROM YOUR CURRENT PROGRAM.

Pros

-It has very robust features and integrations.
- I love that the document repository is built-in and built into the price.
- Tech support is good via chat, so I can resolve issues quickly.
-Because it's the leading player in cloud-based case management, it seems like integrations are more numerous.
-Only on rare occasions have I seen the software go off-line or slow down.
-The outlook and word integrations are robust.
-It's easy to find experts who work with Clio because it's such a significant player. We are now setting up operations with a Clio expert bookkeeper. We could not do that when we used a competitor program called PracticePanther.

Cons

1. EMBEZZLERS PARADISE. Clio's accounting security settings allow anyone who can make a receipt for receiving a payment also to be able to EDIT that payment afterward. So, a dishonest employee could make a receipt for $500 cash, pocket $300, and then go back and edit that receipt to be only $200. Right now are using carbon copy receipts as a workaround, but that's not very professional or 21st century. CLIO, YOU GOTTA GET IT TOGETHER AND FIX THIS.

That same security setting described above also allows users with that setting to see a client's balance before their case is submitted (as a flat fee immigration firm, we want to be paid before the case is finished). Clio supposedly tried to fix this by allowing a balance to be viewed without being able to edit payments but that feature it doesn't work.

2. It would be nice to see a texting feature to verify appointments within Clio. Other cloud-based case management does that. With Clio you have to buy another program for texting.

3. It would be nice if we could see all communications for each matter just by clicking on the contact. It is something that Clio should make as a feature that can be turned on and off. It would work better for our firm because we represent individuals in immigration cases that could have three or four different matters.

Christopher C.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Clioed

Reviewed on 31/08/2021

Pros

We choose it nearly a decade ago. They constantly evolve and have address issue proactively. With the new integration to QBO it is a product worthy of consideration.

Cons

To manage the growing firm we needed to use FasterSuite to address the docketing shortcomings of Clio.

Alternatives Considered

CosmoLex and Actionstep

Reasons for Switching to Clio

Cosmo Lex has no integrations. Not even the ability for Clients to use a webform to onboard. We assessed Action steps. A seeming good product however, I understand, the integration with QBO is weak and lead to errors.
Diane R.
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

There has to be something better; going downhill for solos

Reviewed on 09/02/2017

I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small...

I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small practice firms. It has increasingly become more cumbersome and takes longer to calendar and bill than I would like. The interest feature on the billing can only calculate simple interest. Once you enter the interest formula, there is no way to disconnect it so you are left to manually delete all of the entries. They have changed the billing process from a process that once took about an hour to taking about 3 hours. A bill is generated and placed under the Draft tab, you can view it, edit it, submit it for approval (a waste of time for a solo), or approve it - so I view it, see it needs to be edited, and click on edit, the bill comes up for editing, then once you've completed it, you hit Approve - and nothing happens which is new - you either can hit the go to bills Awaiting Payment link, or click on the Awaiting payment screen -- from there, you are forced to sort through all of your accounts receivable to find your newly edited bill. Once you find the bill, then you can Receive Payment from the trust account - but be careful since if your client has $500 in trust and the bill is $1000, the trust payment will pop up $1000, which you know is inaccurate, so you have to do another edit. Then the bill drops out of view and you either have to return to Awaiting Payment or Paid tabs - search through all of the other bills, find your bill, then you can download it - print it, or save it, and then email it.
If you want to enter a new appointment, you can do so on the calendar, but if you want to create a method to track the new client, you have to go to another tab to set up a matter, you can only input the client's name, not the address, not the phone number, not any other stuff that should appear at this point, in my opinion. Then you add in your number. Then you have to track down the name you just entered and try and add in addresses, phone numbers, email addresses. The process is incredibly time consuming.

Pros: Cost
Cons: Overly rigid, designed for those who have a data processor employee, time consuming, not customer service oriented - was marketed for solos/small practices and this is not the case any longer.

Pros

Web based program and cost.

Cons

Rigid, time consuming process. So many things don't work and the process of finding a work around is cumbersome.

Yadira C.
Overall rating
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great app, easy to use

Reviewed on 19/06/2021

I have been using Clio for over 5 years, I have seen how they have been updating to the moon. I...

I have been using Clio for over 5 years, I have seen how they have been updating to the moon. I like how easy your job can be using this software. You can have access to your case everywhere, including on your phone(the phone app works fine too). If you work with a time, I can imagine a better option to do it, you all can see every movement everyone did in a case, it is amazing

Pros

I like how intuitive can be the software, it is very easy to use, they are always updating the app with better features, they have a lot of integration with other software.

Cons

The customer service is a little complicated to contact. I have been trying to contact them and first, we can be in the phone for a while, second, they will not be able to help me on the first call, seems like the customer service it is not very familiar with the app. Thank god, I do no have to contact them often.

Showing 5 reviews of 1,161 Read all reviews

Clio FAQs

Below are some frequently asked questions for Clio.

Clio offers the following pricing plans:

  • Starting from: US$39.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Clio pricing per user starts from: $39/month

Clio has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Clio supports the following languages:

English

Clio supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Clio integrates with the following applications:

Box, Chrometa, Dropbox Business, Fundbox, InvoiceSherpa, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, RightSignature, Xero, Zapier

Clio offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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