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.

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Clio Highlights

Integrations. One of its 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 they recently took this to another level by building the entire app around a robust API. This isn’t just law practice management software anymore; it is a technology platform on which you can build your law practice systems. This means if you can’t find anything that does something in the way you wish it would, you can build your own app on top of the API exactly how you want.

Design. Clio has embraced user-centered design in a big way. 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 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. The 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.

Pricing

Pricing 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.

Features

Clio Law Practice Management Software

 Clio
Websiteclio.com
Starting Price
 
$39/user/month
InstallationCloud
Apps
 
 
 
Web app
iOS app
Android app
Email Client
Calendar
Client/Contact Mgmt
Case/Matter Mgmt
Task Management
Secure Portal
Conflict Checking
Document Mgmt
Document Assembly
Timekeeping
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 in. 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) 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), it is 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 provides 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. You can never be too redundant when it comes to backup.

Also, it’s not backup but there is Recovery Bin which 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. 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 the bulk document uploader option 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 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. The Outlook add-in allows you to track time and file emails to matters directly from Outlook. This feature is free for Boutique and Elite customers and is compatible with Office 365 Business and Premium accounts.

Accounting sold separately. Clio can handle your billing, trust accounting, and basic bookkeeping, and they have recently updated their software to include better trust account management and accounts receivable aging reports. But even with all this, you may need a full accounting software package like QuickBooks or Xero. Fortunately, you can integrate both.

Evergreen Trust Management. Clio has recently introduced a way to easily manage your trust accounts through its Evergreen Management update. This update allows you to set minimum thresholds for trust balances, automate trust balance notifications, review the status of funds, and track cashflow with Clio’s Trust Management Report, all to help you keep your trust accounts evergreen.

Accounts Receivable Aging Report. This new feature allows you to view unpaid customer invoices by date ranges to help you keep on top of your cash flow and collections. This is an improvement on Clio’s old Accounts Receivable report, which previously did not organize invoices by number of dates outstanding.

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 it 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.

Company Information

Clio is headquartered in Vancouver, BC, Canada.

Clio Rating:
4.5/5

Features

  • 9.5/10
    Customer Experience & Support - 9.5/10
  • 8/10
    Pricing & Value - 8/10
  • 10/10
    Security - 10/10
  • 10/10
    Innovation & Future-Proofing - 10/10
Comments Rating 4.41 (17 reviews)

Rating Breakdown

Our Rating: 4.7/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 4.4/5 (based on 17 ratings)

The community rating is based on the average of the community reviews below.

Composite Rating: 4.5/5

The composite rating is a weighted average of our rating and the community ratings below.

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17 Community Reviews

  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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  8. Trish Phillips says:

    Great/Intuitive General Practice Management Software

    With the exception of some of the billing features, Clio is a wonderful practice management software. The newly designed user interface is intuitive and easy to navigate.

    Some billing features are cumbersome and geared toward larger firms with more stringent formatting and hourly or trial basis requirements.

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  9. Brenda Masalta says:

    A Reasonable Choice for Solos

    I handle my own time entry and billing, along with my own bookkeeping. For the most part, Clio makes that pretty easy. There are a few features lacking and a few bugs here and there. For example, there’s an issue with Clio when it comes to past-due clients. They can EASILY receive an invoice that tells them the full amount due (from current and prior invoices). But when they click to pay through Clio, they can only pay the amount of the current invoice — meaning that they have to go back and search for the original, past-due invoice to pay the older balance. The workaround — a manual email that provides the invoice as a PDF and gives a LawPay link instead. It’s not perfect, but it works.

    It would also be nice if Clio allowed for more batch-entry items. For example, I previously used a platform that allowed you to do batch time entries to multiple client accounts. That was great for entering time at the end of the day from notes, etc.

    It would also be nice if Clio gave transactional attorneys more choices in structure. I would prefer to be client-based than matter-based. But overall — I can work with it.

    I’ve also found Clio support to be very responsive.

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  10. Stephanie Harkness-Moxley says:

    Great for our needs!

    Clio works for what we need! We are a solo practice, and our lawyer believes in being mobile. We have 3 offices. We also have virtual paralegals to handle specialty work. We like how Clio integrates with ClicktoFile, Lawpay, and One Drive. I like how access to files can be restricted. So our specialty paralegals can only gain access to their files. Makes protecting the personal info of our clients more secure. Which the cyber security folks like! I have recommended Clio to many of my former colleagues in other firms. It works for us!

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  11. Joshua Borken says:

    Indispensable to my practice

    My practice would not function without CLIO. It allows me to take my practice anywhere. The document automation allows me to handle a larger volume of cases without paying for a ton of support. Finally, CLIO is super responsive to any technical challenges I face and are proactive about making changes to their platform. Their support is second to none.

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  12. ALEXANDER DVORKIN says:

    There is software and there is CLIO

    We are constantly on the lookout for something better, and we have tried many other platforms. But we have yet to find a replacement for CLIO

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  13. Kari Petrasek says:

    Most Important Part of My Practice

    I’ve used Clio since I opened my office over 3 years ago. After having used many other practice management programs in the 13 years before that, I can’t imagine using any program other than Clio. I love that regardless of the type of law you practice, there are so many applications that sync with Clio to help make your firm more efficient. Plus, I can access Clio from anywhere using my phone or tablet. I’m also impressed with the new Clio that was released last fall. It is faster than the last version and has some upgraded features. Clio has a great support team, so they always a click or call away. This program is so easy to use that even those who are not so “computer smart” can easily navigate the program. I recommend Clio to everyone I meet who needs or is thinking of changing their practice management program. I highly recommend Clio!

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  14. Forrest Carlson says:

    Good all around practice management software

    I’ve been a Clio customer since 2012. I find it especially helpful for time-tracking, billing, secure document sharing, and minimal document automation. I’d estimate it saves me dozens of hours of administrative work every month, and I’m not even using it at its full potential, given all the third-party software integrations the Clio team has made available.

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  15. Cindi Spence says:

    Clio has changed my practice

    I’ve been using Clio for about 6 years. It has, without a doubt, changed ny practice in a positive way. It helps me stay organized. My billing process is many times faster and more efficient than it was with the previous system that I used. I get paid faster. I keep better track of my billable hours (thanks to their easy to use mobile app). I also have a better handle on the productivity stats and other information that is important to my practice, thanks to their dashboard and reports. I love Clio!

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  16. Jennifer Saxton says:

    Love Clio

    I’m the Office manager/paralegal for the attorney I work for and I absolutely love it. It is a great way to keep your cases organized and it can do so much!

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  17. Tiffany Hoyhtya says:

    Awesome Program!

    I’m the Office Manager/Bookkeeper for our firm and we love Clio! We’ve used it for about 3 years now and we are always finding new ways that the program can help our practice! I especially like how streamlined everything is and how easy it is to search all of the information contained in the program. Often times we would lose track of where something is saved in our old system and searches were not very complex – in Clio you don’t really need to know where to look – just type the contact name, document name, etc. in the search bar and instantly you are provided with results of every place that information is located or mentioned. I also, as the bookkeeper, appreciate the sync between Clio and Quickbooks Online – all of our payments entered into Clio automatically sync to QBO and all I have to do is create the deposit – no double entries! Big time-saver!

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