Clio is a powerful, innovative, user-friendly law practice platform that offers law firms an array of options for adding functionality through its extensive App Directory and open API.

Clio Highlights

Integrations. One of Clio’s standout features has long been the extensive list of apps with which it integrates.No matter what software and services you use, you can probably plug them into Clio. But in September 2017, Clio took this to another level by building the entire app around a robust API. Clio isn’t just law practice management software any more; it is a technology platform on which you can build your law practice systems.

Now if Clio doesn’t do something you in the way you wish it would, and if none of its App Directory integrations do either, you can go ahead and build your own app on top of Clio’s API that does exactly what you want, exactly how you want.

Design. Clio has embraced user-centered design in a big way. Clio customers play a central role in shaping Clio’s development roadmap, and Clio gauges its own success by its customers’ success. At its annual Clio Cloud Conference, the design team takes copious notes as Clio users demonstrate how they use Clio, or their frustrations and workarounds, and then incorporate what they learn into the development roadmap. Even if you never notice this focus on design, you’ll benefit.

Single-page app. Clio’s web app is now a single-page app. This means you don’t have to wait for the page to reload every time you click a button or link, making the web app feel faster and more responsive.


Clio starts at $39/user/month for the Starter (basic) plan. Most firms will want to upgrade to the Boutique plan, for $59/user/month, and take advantage of features like document automation, third-party integrations, trust requests, and alternative-fee (flat and contingent) billing. Firms with more sophisticated workflows may need to upgrade to the Elite plan, for $99/user/month.

All plans include training and live customer support from 8am to 8pm Eastern, Monday through Friday.


Clio Law Practice Management Software

Starting Price
Web app
iOS app
Android app
Email Client
Client/Contact Mgmt
Case/Matter Mgmt
Task Management
Secure Portal
Conflict Checking
Document Mgmt
Document Assembly
Billing & Invoicing
Online Payments
Trust Accounting
Basic Bookkeeping
Full Accounting

Things You Might Want to Know

Security. Clio uses SSL to secure your session whenever you are logged into Clio. 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.

Backup. If 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.

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

Migrating. 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.

Plugins for Outlook and Gmail. Clio has plugins for Gmail and Outlook so you can associate emails with contacts and matters in Clio.

Accounting sold separately. While Clio will handle your billing, trust accounting, and basic bookkeeping, you may need a full accounting software package like QuickBooks or Xero. Fortunately, you can integrate both with Clio.

Task templates. You can create reusable task templates, which make it easy to assign things like briefing schedules with a couple of clicks. Task due dates can depend on other tasks, but not on calendar items.

Track your marketing. 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.

Who Clio is For

Clio is the clear leader in cloud-based law practice management software. While Clio is good for most small firms, its App Directory and open API make it especially attractive for firms that want to build a system out of multiple tools, all working together. If you are shopping for law practice management software for your firm, Clio should be on your short list of options to test.

7 Reviews of Clio

  1. Jordan Couch says:

    A great product and an even better team behind it

    Your firm needs cloud based practice management software and Clio is the best option. It is not perfect, but it is really good and more importantly, they have an incredible team that goes above and beyond to keep improving. Think of Clio as the background database of your practice. All of the information for every single case you work on can be stored easily in Clio’s system. I have a case load of around 100 cases and I refer to Clio as my memory. Everything I need to know about a case gets put into Clio so that I don’t have to worry about storing information in my head (and Clio’s search feature is much better than my own memory recall).

    No matter how you bill, what types of legal problems solve, or what types of clients you serve, Clio can be used to fit your workflow. And if you can’t do it with Clio, there’s probably an ad on that will sync to Clio. Probably the best thing about Clio is that they have opened up their program so that other tech experts can build tools that sync with Clio (like accounting and time tracking software). This has enabled our office to automate a wide variety of tasks including calendaring, task assignment, and document creation. And it really speaks to the core value of Clio that makes it so remarkable. Clio is here to serve their customers. They seek out customers to observe and learn how their product can be improved, then they take those lessons and implement them as quickly as they can. If you have any doubts about how responsive their team is tweet a question to @goclio and see how quickly you get a response.

    In short, my clients love Clio, and I wouldn’t be able to practice at the level I do or with the enjoyment I do without Clio.

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  2. Tulin Acikalin says:

    New Clio is Deeply Flawed

    My small California family law firm has been happily using Clio for about 6 years. However, with the new Clio updates it takes at least 10 times longer to generate a bill as it did under the original Clio. When we generate hundreds of bills each month, it is not a time cost we are willing to absorb. We’ve contacted Clio about the problem but they have been non-responsive. We are regrettably now shopping for new practice management software.

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  3. Greg McLawsen says:

    The only law practice management *platform*

    Clio is the only true law practice management platform.

    What does that mean?

    The fantastic team at Clio made a critically important decision early on. Their product does not try to be all things to all lawyers. Instead of doing a million things – and invariably doing them only okay – Clio sticks to a core set of features, and does them very well. Then, rather than doing peripheral features within the application, Clio offers an open API. This allows any other application to “plug in” to Clio. So if you are a bankruptcy or immigration attorney, there are apps available to re-tool Clio for your specific practice needs. That brilliant approach means that Clio can focus on doing a best-in-class job at it’s core features, while letting users eat their cake too by strapping on additional applications.

    The New Clio, rolled our earlier this year, is phenomenally fast. I fully agree with my friend, Jordan (his review is above) that Clio’s support is outstanding. Any lawyer who uses Clio’s support as an excuse for (e.g.) not being able to generate bills is just masking his/her own incompetence. This application is so easy to use that it’s hard to imagine how you could screw it up.

    Highly recommended.

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  4. Loraine DiSalvo says:

    Clio- not perfect, but I like it

    We moved our firm to Clio in about 2015 and have been using it ever since. It’s definitely not perfect, but for timekeeping, the client portal, and the LawPay integration it’s fantastic. Bills are clunky to generate, but once you get the hang of the process you can get pretty quick. Contacts management is possible the worst part; it does not handle multiple clients for the same matter well at all, it does NOT sync well with Google Contacts, and we have had an almost impossible time getting all of the fields we want into the contacts. Also, the program is NOT cheap, and it seems like we should get a lot more reporting capabilities than we do at our pricing level. BUT, those things being said, we still like it and I still think it was a better decision overall than any of the other practice management solutions we looked at.

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  5. Michael Huddle says:

    Great software

    Clio is wonderful! Great for working across platforms. Always improving and adjusting to make a better experience for clients and law firm staff alike.

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  6. Jason Ramsland says:

    It's getting there.

    For much of what it needs to do, Clio is satisfactory but not exemplary. Some recent issues have really been bothering me. Particularly, our firm is now having files that are / were at one point clearly associated with clients and matters not show up in that client’s or matter’s documents tab. Big problem! They’re still floating out there because there’s a goofball workaround to still locate them in most cases, but the software has not been working right for WEEKS. Meanwhile, I reach out to Clio and all I get from them is “we’re looking into it.”

    The Office 365 Plug-In is a welcome addition, but needs to be more fully featured. Click-to-File is still superior by a decent margin.

    The mobile app is pretty crashy if you’re a firm with many people or a firm with a long history of files. Nearly useless for a 13 attorney firm with a few thousand open matters (including a partner who uses it for debt collection).

    Speaking of debt collection, there is just absolutely no good way to track debt collection practice in Clio. They pretty well led us to believe that there was a good way to work this, but there isn’t.

    But time entry is good and it works. The up-time is very good. Very few outages in our experience.

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  7. Leslie Lelii says:

    Great practice management software

    I love 80% of Clio and Clio handles most of the needs of my firm. Document management integration and non-responsive support are my issues. Support is great when they can fix something immediately. Usually being escalated to the higher ups is a good thing but with Clio escalation seems to mean they are going to ignore the issue and just send periodic email updates saying “we’re working on it but no fix yet.”

    Generating template documents in Clio is awesome, really quick and easy and a huge time saver. However, with the change to Clio Apollo the syncing with Microsoft One-Drive was severed and has been repaired and broken dozens of times. Support just responds someone is looking at the issue but we have no ETA on a resolution. This has been going on for six months and counting so my absolute love and adoration of Clio has been highly tarnished. If I did not absolutely love and adore the rest of the program I would have moved on months ago.

    I do love the matter dashboard showing contacts, financials, matter details and it has its own feed tracking all actions such as calendar entries, notes uploaded, time entered and everything else on one page.
    I like the reports, very easy to use and set up to be very intuitive to run.
    I have found billing to be quick and easy but I don’t use any integrations so maybe the other review with billing issues has an integration that has slowed down, but works great for us and we are a seven figure law firm with over a dozen billing units.
    Time entry is easy with several ways to enter time and the ability to quickly get a time entry box no matter what page you are on in Clio is great.
    Calendar is good but has some areas that could be improved. The entries are very sensitive and if you hover over an entry too long it will stick to your mouse and be moved accidently. it would also be nice if you could make a one-time change to a series of calendar entries, such as our weekly management meeting – when someone is gone and the meeting is cancelled I would love to be able to delete just that week without deleting the entire series but unfortunately that is not a feature they have yet though I am told both calendar issues are being addressed and changes should be rolled out sometime this year along with some other functionality improvements.

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