About Clio

Ranked #1, Clio is the leading law practice management software trusted by over 150,000 lawyers and with the most 5-star reviews.
The only legal software with 1,500+ reviews on Capterra.

Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere.

Access and manage your work in one central system - with matters, contacts, billing, payments, and everything you need in one place. Schedule a live demo to learn more.

Pricing starting from:

£49.00/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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Countries available

Australia, Belgium, Canada, Ireland, Luxembourg and 4 others

Supported Languages

English

Pricing starting from:

£49.00/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.
View 10 more
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: 112

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

Alternatives

Uptime Cloud Monitoring

4.7
#1 Alternative to Clio
Providing web monitoring peace of mind to thousands of businesses.

TimeSolv Legal Billing

4.7
#2 Alternative to Clio
TimeSolv Legal Billing helps legal firms manage payments, invoices, budgets, tasks, and more. The built-in trust...

CaseFox

4.5
#3 Alternative to Clio
CaseFox is a web-based timekeeping, legal billing, trust accounting, calendaring, and case management software for...

CARET Legal

4.5
#4 Alternative to Clio
CARET Legal automates the most critical processes in your firm to help you manage all aspects of your practice. From...

Reviews

Overall rating

4.7 /5
(1,606)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.7/5

Already have Clio?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 1,606
Jonathan
Jonathan
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

Clio is the Leader of the Pack

Reviewed on 09/10/2019

I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with...

I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with the direction they have taken the product and I can't wait to see what else they come up with!

Pros

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.

Cons

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.

Alternatives Considered

Rocket Matter

Reasons for Switching to Clio

Clio has more features, functionality, and integrations than the competition.
Erica
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 7.0 /10

Clio Is the Most Useful Database We have Used

Reviewed on 23/01/2024

Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in...

Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in customer service however has dampened my enthusiasm..

Pros

Integration of payment, invoicing and CRM

I used to love the customer service but now....NO

Cons

Difficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries.

Response from Clio

Hi Erica. Thanks for sharing this valuable feedback. I can assure you that we take into account this information to continuously improve our products and services.
I’m sorry you had an unsatisfactory experience with our customer success team. I can assure you that all of our customer service staff are trained in-house and have in-depth knowledge of all our products. While it may on occasion take more than one call to answer a question, please know that we are committed to resolving your queries as quickly as possible—and our team is available 24 hours a day, 5 days a week, via in-app chat, email, or phone should you need further assistance.

Kathy
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 0.0 /10

You cannot rely on anything that employees of Clio tell you to be true.

Reviewed on 20/01/2023

Onboarding was a nightmare, with technical glitches that caused hours and hours of additional work...

Onboarding was a nightmare, with technical glitches that caused hours and hours of additional work and clean up. Syncing our contacts resulted in the destruction of our already used and curated list. Misrepresentations were made by salespeople as to what the software was capable of doing. As a result of all of that, we were made reasonable promises, in writing, as a condition of our not quitting Clio right then, and cutting our losses and time. Now, the first time a change has come up where that promise needs to be implemented, we were told it would not be honored. This resulted in many more hours of back and forth with "customer service". We have wasted two years of integrating our firm with this company, which we now have to undo to go to another service, costing us untold more hours of work. If they had not offered these promises, we would have left Clio during the onboarding process. Although we would not have been happy with our experience with Clio, we wouldn't have felt as strongly about not doing business with this company. Now, we have no option but to leave this service, because we cannot continue to do business with a company that places such little value on their clients and on the promises that they admit were made.

Pros

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.

Cons

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?

Alternatives Considered

Rocket Matter and CARET Legal

Reasons for Switching to Clio

Even though Clio was more expensive than our other final possible choices, we were made representations about what this software could do that exceeded the other offerings in assistance with our needs. However, once we started with Clio, we were immediately told that some of those representations were not functions of Clio at all.

Response from Clio

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

Stephanie
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Very satisfied with Clio

Reviewed on 22/03/2024

Wonderful! I am so glad I purchased this software!

Wonderful! I am so glad I purchased this software!

Pros

Clio is easy and effective to use. It has all the features I need to run my law firm and more that I didn't know I would use on a regular basis. The onboarding support was extensive and the support team is prompt and very knowledgeable.

Cons

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

Alternatives Considered

MyCase
Saba
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Excellent customer service

Reviewed on 28/08/2023

Excellent

Excellent

Pros

Support 'Live' is actually live - always available and always helps! This is important because with other companies you're usually on hold on the phone for a long time and then when the do answer - the take a message and 'refer you to the right team' - you're stuck on your task until they call back. When they call back, the caller tells you what to do but can't show you - that's another team. In my working day - its vital that support is given there an then so you can move on.

Cons

Integrating it and setting up - this is very time consuming. It would be useful to have I suppose when migrating a one2one live support - somebody spends a day at the firm and sorts all this out. Templates, billing everything you need to get started. That would've been rather helpful.

Showing 5 reviews of 1,606 Read all reviews

Clio FAQs

Below are some frequently asked questions for Clio.

Clio offers the following pricing plans:

  • Starting from: £49.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Clio pricing per user starts from: £49/month

Clio has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

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, Lawyaw, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online, QuickBooks Online Advanced, RightSignature, Xero, Zapier

Clio offers the following support options:

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

Related categories

See all software categories found for Clio.