MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES
Share
Tweet
Share

Clio Review

Clio
Our score: 9.4 User satisfaction: 97%

What is Clio?

Designed specifically to cater to the needs of law offices, Clio helps legal professionals manage their operations, information, schedule, and others with a string of features and capabilities that streamline almost all office processes. Trusted by tens of thousands of lawyers and other workers in the legal industry, Clio enables users to perform information management, documentation, client and case management, office finance, appointments, time-tracking and scheduling, accounting and reporting with just one dynamic and comprehensive platform.

Overview of Clio Benefits

Clio is the absolute management tool for law offices. The system is designed to aid legal service providers with tools that facilitate intake down right to invoice. With Clio, law offices can enjoy the following benefits:

  • Organize case details effortlessly, set schedules, create workflows, and share documents.
  • Take absolute control of your firm’s finances via integrations with accounting systems like Xero and Quickbooks. Track billable minutes accurately, deliver professional looking invoices and get paid faster.
  • Access Clio using internet-ready devices from anywhere. Clio is compatible with PC, Mac, iOS, and Android.

Overview of Clio Features

  • Document automation
  • Bank-grade security
  • Time Tracking
  • Billing
  • Legal Accounting
  • Calendars
  • Fastcase Research
  • Integrations
  • Mobile App
  • Matter Management
  • Trust Accounting

Clio Position In Our Categories

Because companies have distinctive business wants, it is only reasonable they avoid settling on an all-encompassing, ideal software product. Nonetheless, it would be almost impossible to try to come across such a software solution even among recognizable software products. The rational step to undertake would be to set down the various main factors that merit research such as key features, packages, technical skill competence of staff members, organizational size, etc. Then, you must do your research through and through. Go over these Clio evaluations and check out each of the applications in your shortlist more closely. Such well-rounded research ensure you weed out poorly fit software solutions and pay for the one which offers all the tools your company requires.

Position of Clio in our main categories:

TOP 3

Clio is one of the top 3 Law Practice Management Software products

If you are considering Clio it could also be sensible to analyze other subcategories of Law Practice Management Software gathered in our base of B2B software reviews.

There are well-liked and widely used applications in each software category. But are they necessarily the best fit for your company’s unique needs? A market-leading software solution may have thousands of users, but does it present what you require? For this reason, do not blindly spend on popular systems. Read at least a few Clio Law Practice Management Software reviews and mull over the factors that you want in the software such as the fees, main features, available integrations etc. Then, choose a few apps that fit your needs. Try out the free trials of these apps, read online comments, get clarifications from the seller, and do your investigation systematically. This profound homework is sure to aid you select the finest software application for your organization’s specific requirements.

How Much Does Clio Cost?

Clio Pricing Plans:

Free Trial

Starter Plan

$49

Boutique Plan

$69

Elite Plan

$109

Clio offers three product plans to cater to varying needs and budgets of law offices. A free trial with no credit card require is also offered for law offices that want to take Clio for a test drive.

Starter Plan – $39/user/month (billed annually) or $49 (month-to-month)

  • Basic package loaded with essential tools including:
  • Performance dashboard
  • Responsive, multi-channel support
  • Custom invoices and templates
  • Time tracking
  • Secure client portal: Clio Connect

Boutique Plan – $59/user/month (billed annually) or $69 (month-to-month)

Next-level package that carries all Starter plan features plus:

  • Accounting integrations
  • Custom fields
  • UTBMS coding
  • Zapier integration
  • API access
  • Data escrow
  • Sortable custom fields
  • Alternative free billing
  • Payments

Elite Plan – $99/user/month (billed annually) or $109 (month-to-month)

The top choice for the modern law office. Includes all Boutique plan features plus:

  • Priority Support
  • Originating Attorney Revenue report
  • Court calendaring rules
  • Matter Budgets
  • Campaign Tracker

User Satisfaction

Positive Social Media Mentions 152
Negative Social Media Mentions 4

We realize that when you make a decision to buy Law Practice Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Clio reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Clio. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular Clio Alternatives

Top Competitors To Clio By Price

Trending Law Practice Management Software Reviews

Product name:
Score:
Satisfaction:
9.0
100%
8.0
100%

Clio Comparisons

Clio user reviews

Excellent customer support

Read full review >
Courtney
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 29.09.2019 Company Size: 1-10 Employees Industry: Writing and Editing

Ideal app for small law firms

Read full review >
Hugh
3/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 14.09.2019 Company Size: 11-50 Employees Industry: Law Practice

Watch out for the auto-renew money grab tactics of Clio

Read full review >
Anonymous Reviewer
3/5

Overall impression

1/5

Customer Support

3/5

Value for Money

2/5

Ease of Use

Published on: 11.01.2017 Company Size: 1-10 Employees Industry: Law Practice

What are Clio pricing details?

Clio Pricing Plans:

Free Trial

Starter Plan

$49

Boutique Plan

$69

Elite Plan

$109

Clio offers three product plans to cater to varying needs and budgets of law offices. A free trial with no credit card require is also offered for law offices that want to take Clio for a test drive.

Starter Plan – $39/user/month (billed annually) or $49 (month-to-month)

  • Basic package loaded with essential tools including:
  • Performance dashboard
  • Responsive, multi-channel support
  • Custom invoices and templates
  • Time tracking
  • Secure client portal: Clio Connect

Boutique Plan – $59/user/month (billed annually) or $69 (month-to-month)

Next-level package that carries all Starter plan features plus:

  • Accounting integrations
  • Custom fields
  • UTBMS coding
  • Zapier integration
  • API access
  • Data escrow
  • Sortable custom fields
  • Alternative free billing
  • Payments

Elite Plan – $99/user/month (billed annually) or $109 (month-to-month)

The top choice for the modern law office. Includes all Boutique plan features plus:

  • Priority Support
  • Originating Attorney Revenue report
  • Court calendaring rules
  • Matter Budgets
  • Campaign Tracker

What integrations are available for Clio?

Clio supports integrations with the following business systems and applications:

  • Zapier
  • AgileLaw
  • Box
  • Chrometa
  • Click to File Timer
  • Click to File for Outlook/Mac Mail
  • DirectLaw
  • DomainSkate
  • Dropbox
  • FamilyLaw.DivorceHelp123
  • Fastcase
  • gUnify
  • Intake123
  • InvoiceSherpa
  • JurisPage
  • Lawdingo
  • LawPay
  • Lexicata
  • Plain Legal
  • PromptAppointment
  • My Legal Briefcase
  • QuickBooks
  • RightSignature
  • Smokeball
  • Traklight
  • Viewabill
  • Xero
  • NetDocuments

Clio average rating:

Average score
3.4/5 (3 user reviews)
3/5

Overall impression

5/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Courtney

PROS: I like that you can keep each client separate and also each case. This is useful because a few clients have multiple cases. Plus, you can use different methods of contact information. The customer support is prompt and responsive, and quickly resolved a couple of issues I had with the system.

CONS: There are a few drawbacks. I am not able customize fields in many areas. Things get deleted in the calendar and they disappear after that. The billing feature is strange. You have to make the payment for one bill and then move onto the next. This means if you have two bills of $100 and $300 for a single client, and they make a payment of $400, you have to post it as two payments, one for the $100 bill and the other for the $300 bill. This makes the clients uncomfortable when they don’t see any payments of $400 in the system. Plus, it forces us to maintain documentation in notes which takes up our time.

Reviewed 8 months ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: Name recognition, nice colors, snappy time keeper, easy to launch with username and password, company is great at promoting itself but not really offering much of substance or use to me in my law practice. The review page is neat looking but REQUIRES a user to say at least 300 characters of nice things about the company.

CONS: Not a very useful platform for my law practice and the company refused to waive the auto-renewal feature of the license ($600/year) despite my attempt to cancel via a direct email to them. I understand their policy of requiring cancellations to be made via online to avoid unauthorized cancellations, but to use that as a justification for keeping my $600 when I wasn't using their product at all, coupled with the fact that there was no dispute that I was in fact the one who emailed them to cancel, strikes me as another case of auto-renew money grab.

Reviewed 3 years ago

Read full review >

More reviews from 3 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Excellent customer support

Read full review >
Courtney
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 29.09.2019 Company Size: 1-10 Employees Industry: Writing and Editing

PROS: I like that you can keep each client separate and also each case. This is useful because a few clients have multiple cases. Plus, you can use different methods of contact information. The customer support is prompt and responsive, and quickly resolved a couple of issues I had with the system.

CONS: There are a few drawbacks. I am not able customize fields in many areas. Things get deleted in the calendar and they disappear after that. The billing feature is strange. You have to make the payment for one bill and then move onto the next. This means if you have two bills of $100 and $300 for a single client, and they make a payment of $400, you have to post it as two payments, one for the $100 bill and the other for the $300 bill. This makes the clients uncomfortable when they don’t see any payments of $400 in the system. Plus, it forces us to maintain documentation in notes which takes up our time.

What do you think about this review? Great Poor

Ideal app for small law firms

Read full review >
Hugh
3/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 14.09.2019 Company Size: 11-50 Employees Industry: Law Practice

PROS: The interface is simple and the system is easy to use. Plus, the vendor is open to feedback and heeds your suggestions about new features to be added.

CONS: The software slows down during updates, and there are frequent updates too, which hamper my productivity.

What do you think about this review? Great Poor

Watch out for the auto-renew money grab tactics of Clio

Read full review >
Anonymous Reviewer
3/5

Overall impression

1/5

Customer Support

3/5

Value for Money

2/5

Ease of Use

Published on: 11.01.2017 Company Size: 1-10 Employees Industry: Law Practice

PROS: Name recognition, nice colors, snappy time keeper, easy to launch with username and password, company is great at promoting itself but not really offering much of substance or use to me in my law practice. The review page is neat looking but REQUIRES a user to say at least 300 characters of nice things about the company.

CONS: Not a very useful platform for my law practice and the company refused to waive the auto-renewal feature of the license ($600/year) despite my attempt to cancel via a direct email to them. I understand their policy of requiring cancellations to be made via online to avoid unauthorized cancellations, but to use that as a justification for keeping my $600 when I wasn't using their product at all, coupled with the fact that there was no dispute that I was in fact the one who emailed them to cancel, strikes me as another case of auto-renew money grab.

What do you think about this review? Great Poor
women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Reviewed By Jenny Chang
Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.