Clio is probably the most popular cloud-based practice management software. As good as Clio already is, it keeps getting better (which is why we keep updating this post). Each provider of practice-management software takes a slightly different approach. What distinguishes Clio is its focus on user experience and integrations.

The web and mobile apps are beautiful and a pleasure to use, while Clio’s long list of integrations means you can use it with a lot of the other software you may already be using in your law practice (like Dropbox, QuickBooks Online, Xero, and Google Apps, to name just a few).

In October 2015, Clio released two major new features: Campaign Tracker for keeping track of your marketing campaigns, and Clio Payments to make it easy to accept credit cards from clients. See the feature highlights for more details.

Here is what you need to know about Clio, from signing up to backing up your data.


Getting Started with Clio

While some law practice management software often needs to be set up and configured by an expensive IT consultant, it’s pretty simple to get up and running on Clio. Just visit the signup page and walk through the signup process. You will be up and running in no time — no consultant required.

If you already use practice management software, Clio will help you migrate your data from your old software. Of course, the quality of the migration depends as much on the source (your old software) as the destination (Clio). When you contact Clio’s account migration team (open a new support ticket after you sign up), they will give you a good idea of what sort of results you can expect.

No matter what you use, Clio will not migrate certain things. These include historical accounting and billing information or documents stored in your old software. However, you can migrate your accounts receivable, and Clio’s bulk document uploader should be able to help with getting your documents into the new system. If you have a lot of accounting data in an old system, it probably makes sense to migrate to Clio at the beginning of a new year to minimize the time you spend on setting up your books. (Clio can handle opening balances, of course.)

Clio has a migration FAQ if you have more questions.

Using Clio

When you first log into Clio, you should be able to get your bearings pretty quickly. The Dashboard is a glanceable overview of your schedule and your firm’s performance (assuming you have full privileges).

Finding your way around Clio is pretty straightforward. To add your first matter, for example, just click on Matters, then New. The new-matter page is self-contained, meaning you do not have to leave to create new contacts or add practice areas. If the client is a new contact, you can create a basic contact record right there and fill in details later.

Everything else works similarly well. The calendar will be familiar to anyone who has used Google Calendar. Contacts can be associated with matters and companies, and timekeeping is aggregated under Activities.

Feature Highlights

Clio has the features you would expect: contacts, matters, calendar, task manager, timekeeping, billing, and a secure client portal. You probably need to give Clio a try to see exaclty how all those features work, but in general, they work really well. Here are some highlights.


Tasks in Clio have gotten pretty sophisticated since July 2014, when Clio released a tasks-focused upgrade. You can create task templates, which makes it easy to assign a briefing schedule, for example, with a click of a button. You can also create tasks with due dates that depend on other tasks. For example, you could create a brief-filing deadline due 28 business days before your motion hearing (if you create a task for the hearing date). Annoyingly, Clio still does not support recurring tasks, so there is no way to set a regular file review tickler as recommended by every ethics board and malpractice insurance provider.

Clio has basic billing and accounting (including trust accounting). There are three supported billing structures: hourly, flat fee, and contingent-fee, where you can select the percentage. The accounting features are definitely basic. Many will want to use Clio alongside more sophisticated billing and accounting software like Xero or QuickBooks. In September 2014, Clio introduced a one-page quick bill, which lets you put together a complete bill including time and expenses from a single page.

Basic document assembly in Clio is really easy to use, which is a pretty big advantage over most document assembly software. You can create your own templates using merge fields from Clio matters and contacts. There are much more advanced document assembly packages out there, but Clio will meet most lawyers’ document assembly needs.

There is only one big thing Clio leaves out, and that is email. Although with the release of its Gmail extension for Chrome (see below), this is less of an omission — at least for lawyers who use Gmail and Chrome. Instead, Clio offers a client portal, Clio Connect, for securely communicating and sharing documents (including bills) with clients. Clio is definitely not as communication-oriented as, say, MyCase, but Clio Connect gets the job done.

If checking your email from within your practice management software is important to you, Clio probably will not work for you. However, if what you want is to be able to get your client-related emails into Clio easily, that is pretty easy to do, either with the Gmail extension or with the Email Maildrop feature. If you create an email contact for each matter using the Maildrop address, you can easily to forward communications directly to Clio.


In October 2015, Clio introduced Campaign Tracker, a new feature to help lawyers track the source of potential-client referrals. With Campaign Tracker, you can generate unique phone numbers (routed to your firm phone number) to use with ads, create contact forms, and enter leads manually. It’s a simple solution to a common problem: figuring out where your clients came from.

At the same time, Clio announced Clio Payments, a quick-and-easy payment portal that works with Clio’s invoicing system. This makes it easy to accept credit cards from clients for invoices, and trust account–compliant payments should be available soon.

Mobile Apps

If Clio was a bit slow to release apps for iPhone, iPad, and Android than its competitors, the beautiful, easy-to-use apps were probably worth the wait. You can do most of the things in Clio’s apps that you can do in the full web app — and of course you can always log into Clio web app from the browser on your phone or tablet if you want the full experience.


One of Clio’s distinctive features is its extensive list of integrations. And since one of those integrations is Zapier, which integrates with hundreds of third-party APIs, there’s not much you can’t figure out. You can create a new contact record in Clio every time someone fills out the contact form on your website, or send notes from Evernote to Clio … if you can connect an app or service in Zapier, you can trigger events to and from Clio.

The many integrations do various things. If you integrate Clio with Chrometa, your automatically-generated time entries will be synced from Chrometa to Clio. If you link Clio to Box or Dropbox, your files stored in the cloud will be available in Clio.

Clio also has a Gmail extension for Chrome that lets you save emails to Clio with attachments, add tasks, and bill time. Clio plays well with Google Apps in general, syncing calendars, contacts, and files from Drive.

Clio frequently adds new integrations. Some highlights from those added in October 2015 include Microsoft Office 365 Business (sync contacts, calendars, and documents), Docket Alarm, and Ruby Receptionists.


Clio uses SSL to secure your session whenever you are logged into Clio.1 This is comparable to the level of security your bank uses. Additionally, you can secure your account with two-factor authentication and require all users to use strong passwords.

Clients (and anyone else you add to Clio Connect) get that same level of security when logging into Clio Connect to access documents or communications.

Backing Up Your Clio Data

In case you are nervous about trusting Clio to keep your account backed up (this is an appropriate level of paranoia, FYI), Clio makes it relatively easy to back up your data to Amazon S3 with its Data Escrow feature. This sounds way more complicated than it is, and Clio’s step-by-step instructions will get you set up with Data Escrow pretty quickly and easily.

If you sign up for Clio, you should absolutely set up Data Escrow. Whether or not you trust Clio in general, you can never be too redundant when it comes to backup.

It is not backup, but Clio’s Recovery Bin functions as a short-term “undo” option in case you accidentally delete something and want it back.

Evaluating Clio for Your Practice

When reading reviews of Clio — or any software — the most important thing is to try to get a feel for whether you and the reviewer are looking for the same sorts of things in practice management software. There is no such thing as one-size-fits-all practice management software. What works for one reviewer might not work for you and your firm.

Here is a good example. Lawyerist reader and Lab member Avi Frisch got pretty specific in his criticisms of Clio in a report he wrote for LegalTypist in February 2014.2 In his report, he described Clio as “a simple product that is more of a basic project management database with some legal specific nomenclature.” To Frisch, that is a bad thing. But project management software with legal features is exactly what many want for managing their practice. In other words, consider criticisms carefully. Do they indicate a problem for anyone considering Clio, or are they just an indication that Clio is probably wrong for that person, but it may be right for you?

Here is a non-comprehensive list of other Clio reviews, together with the date of the review. (Assume anything more than a few months old may not accurately represent Clio as it is today.)


Clio has a 3-tier pricing structure.

  • Starter. $39/user/month if billed annually or $49/user/month.
  • Boutique. $59/user/month if billed annually or $69/user/month.
  • Elite. $99/user/month if billed annually or $109/user/month.

(Existing customers can keep their current plans.)

The Starter plan is going to be good enough for most solos, and the Boutique and Elite plans add features like accounting software and Zapier integration (Boutique) and priority support and originating-attorney revenue tracking (Elite). Some of those features are also available for the Starter plan with an add-on fee ($10/user/month each for accounting integrations, custom fields, UTBMS codes, and Zapier integration).

The Starter plan keeps Clio competitive with MyCase ($39/user/month and $29/user/month for staff), although with fewer features unless you upgrade to the more expensive tiers.

If the Starter plan meets your needs, Clio’s pricing means cost should not play much of a factor in your decision on practice management software. But if you need the Boutique plan, you might still need to consider whether an extra $240/user/year over MyCase is worthwhile.


The important part is that you can try Clio for free to find out for yourself whether you think it is worth the price.

You can also follow our latest posts about Clio.

Originally published 2014-04-28. Last updated 2015-10-19.

  1. Clio was affected by the Heartbleed exploit, but patched its servers within two days, and published this blog post along with an email sent to all users. 

  2. Sidenote: Frisch’s observation that “Clio had stopped improving” definitely isn’t fair. As you can see from its product updates log, Clio is pumping out updates pretty frequently. The updates just aren’t the things Frisch wants to see from Clio. 

11 responses to “Clio Law Practice Management Software”

  1. Jonathan Kleiman says:

    I swear by Clio. I run my whole practice off of it.

  2. Avif says:

    Sam and Lawyerist, thanks for plugging my piece.

  3. Seth Gaskins says:

    The ONLY practice management software we use for our practice. We sync Google Drive, Calender, and Quickbooks–which almost makes this the only thing we need to run our practice. However, like anything else, if you don’t take the time to learn the features, you are just wasting your money.

  4. Sheila Kessler says:

    Unless you like constant changes, find another program. As soon as you adjust to the last change,
    they find a way to revamp this program with new looks, and changed functions. Not all of them good.

    • J Alistair McKenzie says:

      They also don’t sufficiently test their features before rolling them out, so that routine errors start occurring, such as secure messages not getting to employees because you go to archive a message in your inbox and it archives it for all people who are recipients of the message. Just a tad dangerous for a law firm.

  5. J Alistair McKenzie says:

    I have read all about the wonderful things with Clio. My firm switched. The migration took two months, with only contacts and matters coming over. It was a total pain. Since we have begun using it, Clio has glitch after glitch after glitch as well as really poor user design and interface. Their secure messaging is a problem, their document management system is horrible, their folder structures in documents which change their place is awful, moving documents within a matter is intermittently non-functional, plus you can only move one document at a time. Previewing existing documents is extremely time-consuming. You can’t send secure messages via the app. The list goes on. I felt that I needed to place a comment on here so that people looking at Clio have a real picture of where this software currently stands. It is in complete disarray and acts like beta software.

    • GoClio says:

      Hi Alistair,

      I’m very sorry to hear about your experience and want to stress that this certainly isn’t the norm for our onboarding or user experience and want to assure you that we’re working diligently behind the scenes to address and resolve your concerns. I’ve conferred with our Customer Success and Support teams and they assure me that they will continue to work with you to find a swift resolution. In the meantime, if you have any further concerns or questions, please feel free to reach out to me directly at

      • Kash says:

        That’s a load of bullshit. I’m in the process of the migration now and it is riddled with problems and delays. When we first approached Clio, the sales person told us the migration will move all our files and data over to Clio, no problem. When it actually came to it, they then said they can only migrate .csv files. And this only captures, contacts, matter info, notes and time recording/activities…..any files or documents will need to be done yourself through some convoluted way that basically requires you to go through each matter and transfer the files.

        Furthermore, there seems to only be 2 people in the migration team, so everything takes an absurdly long time. Everytime they make a mistake with the migration you have to wait a whole day before they can find time to correct their own mistakes.

        The entire system and processes seems to be perfect if your a one mand bad law firm or maybe if you’re just starting. But anything bigger and the whole thing just can’t cope.

        A final note about the politeness…..While they do come across as polite, it is that seething condescending politeness which quickly turns to shame when they realise they are the ones who messed up.

        I’ve put too much effort in to leave right now, but I will definitely be keeping my eye open for alternatives to move to in the near future if they don’t sort their shit out.

        • GoClio says:


          Thanks for using Clio. I’ve taken a look at your situation with our UK and Migrations team. You were assigned two Migrations agents as part of your transfer process.

          Your account executive will be following up with you to see how we can help you further customize Clio to meet your needs.

          As for uploading documents, have you used Clio’s ability to upload whole folders, complete with their architecture? It requires the Chrome browser, but makes document migration easier. Details here:

  6. Julie Tolek says:

    The previous negative comments surprise sadden me. I find Clio very user friendly and their support team awesome. They have always been very responsive to support emails and questions and extremely patient on the phone. I have experienced nothing other than passion and dedication from Clio to make sure their users are getting what they need, whether that is new features or support with current ones. I agree that there are a few things that are lacking in the app that would make it more useful, such as more invoicing and billing options, and secure messaging as well, but to say that a software changes too much is unfair and counter to the process of using technology anyway. Of course it changes! Technology changes and updates! Perhaps there are folks who would rather Clio not update and remain behind the times…but I’m sure those people would complain about that, too. Clio is a great product with great people standing behind it. There’s a trial and you can call them and ask as many questions as you want about anything, including how to/whether you can migrate from another platform. And I have witnessed first hand that Clio really does listen to user feedback and will take user suggestions to heart and likely implement them in further iterations of the software. Oh, wait, you don’t want a software that updates so much, I forgot.
    It is possible that Clio is not right for some firms. I can’t think of why, but it IS possible. And that’s ok. Fine. But software and technology are always evolving works in progress. As a whole, Clio is a user friendly, comprehensive, good looking, and supportive software, and I know plenty of other Clio users who love it.

  7. Alley K. says:

    Considering CLIO? Do yourself and your firm a favor & don’t. I don’t know where to start with how horrible my experience was with them.
    -While the staff comes off as polite, they don’t actually help you address problems. I found I was being sent from one rep to another without any of them knowing why I had called in the first place. They create these “requests” when you call in & ultimately that someone you have been waiting for that is supposedly is the lead on the issue tells you CLIO can’t help.
    -They rarely honored a request to call in at a certain time to address issues.
    -They jacked up the price while I was a customer.
    -Their rates don’t make sense- a lawyer & a paralegal/legal staff with completely different access are charged the same monthly rate.
    -The site is too often down for servicing, but you never see improvement or greater speed.
    -If you ever decide to leave- good luck getting all your client/case information. Disaster- they don’t have the capability to download the info efficiently.
    -If you ever have a dispute with them regarding their billing, you can expect the polite staff to not be so polite.
    -Their upgrades end up being new interface & new features that are unfamiliar & won’t help you because they are not fully developed.
    -They were never able to deliver on the promises they make on their website w/ regards to integration with third party services.
    -They have steadily increased the price and there is no reason for them not to keep increasing it. They own your information and they make it difficult for you to take it when you decide to leave.

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