Clio Reviews

Summary: Our firm enjoys using Clio due to its ability to allow accurate time keeping for client matters, and enabling clients to pay invoices online using credit cards. This has allowed our firm to transition away from the hassle of maintaining client trust accounts and enables clients to pay invoices and expenses via credit card via Law Pay.

Positive: Ease of entering billable time.
Daily dashboard statistics.
Ability to allow clients to pay online.
Safe storage of client credit card information.

Negative: Would like to see an easier document integration with other platforms.

Summary: I would highly recommend this product. We have been using it for 2 years now and it is an excellent program and very reasonable in cost to our firm.

Positive: Can access anywhere, easy to modify for each case type, user friendly, great customer service. I have had several law programs in my 26 years in the industry and this one is the best one I have had thus far. It is great for a law firm like ours that handles so many different areas of law.

Negative: None. This program gives us just what we need for our firm.

Summary: I have had an extremely positive experience with Clio. They have met and exceeded my expectations in my estate planning and probate legal practice. I think that life in that world would be MUCH more difficult without the benefits of using Clio on a daily basis. I have recommended to others and they too LOVE it!

Positive: I love that Clio helps with tracking time, billing, provides all the reports you can think of, tracks general versus trust account deposits, works with bank account and Quickbooks. It is helpful to track at any time where I am on particular client matters, or for the year, in my business. I honestly cannot say enough good about it. The technical support team are also very knowledgeable, helpful and professional!

Negative: I do wish Clio Manage was set up for couples, as I do a lot of estate planning for couples. I understand it is great for single folk.

Summary: I will use Clio for all of my case management needs. It’s been useful in conflict checks as well as for sharing files with outside counsel.

Positive: Clio was easy to build and customize for each specific type of case my attorneys need. I work in criminal post-conviction and our needs are vastly different than most firms. I also work as a project manager and it’s been very helpful in managing incoming and outgoing discovery.

Negative: It would be nice to have full customization ability. Otherwise none.

Summary: Maybe there's something out there to serve my needs better or cheaper than Clio, but I haven't found it. Without Clio, I might have to give up law practice entirely.

Positive: My situation involves very limited semi-retirement practice from home without staff support, generating only two or three bills per month. I do not use the vast practice management tools of Clio other than billing. The single-user monthly cost of Clio (approaching $80) for such little use may seem high to an observer, but its ease of use and cloud functionality make bearing the cost a no-brainer. I can input time and expenses comprehensively, generate bills efficiently on a timely basis, and maintain billing records as I go with no appreciable time commitment on my part. I go all the way back to the days of paper timeslips and manual bill production, then dedicated PC billing software (several versions of the Timeslips program), until Clio came to my attention. Even almost three years after I closed my office, it's well worth the modest cost.

Negative: As with any program, I occasionally have run into limitations of functionality or situations where I could not figure out a Clio function without help, but the ready access to telephone help from a skilled Clio technical support representative provides me with a quick how-to or workaround every time.

Summary: Works great for my 3 person law firm. My office is anywhere I have Internet access whether it's my laptop or iPhone.

Positive: Nearly everything regarding my practice is contained in Clio. The mobile app is very handy to send or review a document on the go. I love going to one place to do nearly everything. I have been using Clio for 6 years now and I wouldn't consider moving. A few months ago, I started to use Clio Grow and found it to be very useful, but mainly only using it for the forms to send clients to fill out.

Negative: Right now my cons are Law Pay is not consistent, many of my clients can't process their bill payments using the system. That is embarrassing to have happen. The other issue for me is that there is no current integration for Mac/Apple Mail.

Summary: I am happy that we have purchased Clio Manage as well as Clio Grow. This has made our practice much more manageable and we intend on continuing to use it for a long time.

Positive: Clio has allowed us to track, bill and automate matters in a way we could not before. It has made out practice much more manageable.

Negative: The cost of Clio is the only concern. Clio grow paired with manage can cost quite a bit.

Summary: -Best case management system I've ever used. I previously used Amicus and the functionality of this is astounding in comparison. Our firm strives to be 'paperless' and Clio is a huge part of making that successful.

Positive: -The amount of reports that I can generate with one click regarding both individual, firm-wide, and practice-area billing and my collections is phenomenal. Easy to track my own goals.
-Real-time info on how much has been billed on a file and how much is left in trust.
-E-signing program makes client-signing during a pandemic a breeze.
-The downloadable app helps clients keep up to date on their case easily.
-Easy access to client file anywhere I have an internet connection.

Negative: -Interaction with Outlook calendar has glitches. Takes several steps to link an outlook calendar entry to a client file. Wish there was an add-on that made this easier.
-When sharing document folders, there isn't an easy record of who has opened or downloaded which makes it's utility limited for Discovery exchanges.

Summary: Clio made our practice more efficient. Most importantly we can provide immediate updates to clients.

Positive: We utilize the document templates for every aspect of our practice. The cloud based storage and app allows us to update clients no matter where we are in the world.

Negative: It can be difficult to keep up with the changing features.

Summary: Every time I visited the Clio booth at a legal conference, I was impressed by everything it had to offer. I even tried to get my previous firm to switch platforms. Happy to have found a firm that uses Clio!

Positive: After using a different platform for about 15 years, I felt very comfortable transitioning to Clio. Clio is extremely user-friendly and can be tailed to your firm's needs. Drag-and-drop document uploading is as simple as it gets. The cloud keeps us almost paperless, which has been most helpful while working from home during the pandemic.

Negative: The only feature missing from the platform I used previously is the checklist which populates tasks based upon previously-completed tasks, based off a master litigation life cycle. This helps with being proactive on cases and completing tasks before they are due.

Summary: Really love this product. I use it daily in my legal practice, and plan on continuing my subscription for the years to come.

Positive: This is a great service for tracking time, making to-do lists, creating a calendar, and keeping track of your trust account. I highly recommend to any solo practitioner.

Negative: Can't link activities to another firm. Otherwise this is a great product.

Summary: CLIO is an awesome product. It has increased our productivity and helps us capture the time we are billing to our clients. The customer service is off-the-charts amazing, which is very rare these days. They work very hard to help us get the most out of their product. They are constantly improving the platform and actually want to hear our suggestions. It get better every month. I can't imagine running our office without CLIO.

Positive: Customer service and ease of use. The reporting is excellent. It is fast and constantly being updated. The invoices are customizable which is very nice to avoid a cookie cutter look.

Negative: I wish there was a way for trust replenishment to be set to automatically get calculated into new invoices.

Summary: Clio is obviously easy to use for billing but I really appreciate the ability to upload voicemail, emails, documents and notes directly to a client file. Having everything in one place helps me cut down on paper and minimizes the possibility of losing things.

Positive: Everything in one place. Easy to organize different aspects of client file. Simple billing process. Syncing with Outlook.

Negative: Sometimes the syncing saves a single item multiple times which is clunky/takes up space. It would also be nice to save a calendar entry to repeat weekly or monthly instead of entering multiple times.

Summary: My overall experience has been very positive. At this point, I would not use any other product for my practice management needs.

Positive: Very, very user friendly. It is cloud based, so I can use it anywhere. Further, it makes tracking all of my matter-related data very easy. It is the most comprehensive and easiest to use practice management software I have used.

Negative: It is cloud based, therefore if I cannot access the internet, I cannot access my data and all the information in the system. Generally, this is not an issue, but it does come up occasionally.

Summary: It's really great, and I don't see any reason to complain about it. There are a few minor glitches from time to time, but nothing significant that would cause me to stop using it.

Positive: Easy to use, very customizable, and very responsive customer service. I've used it for years and am very happy with how it has developed and changed over time.

Negative: A few minor glitches, mostly with the timer sticking to time entries.