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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Clio

    Score8.1 out of 10
    N/AClio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.

    $49

    per month

    Pricing
    Clio
    Editions & Modules
    EasyStart
    $49
    per user/per month
    Clio Grow
    $59
    per user/per month
    Essentials
    $89
    per month per user
    Advanced
    $129
    per month per user
    Complete
    $159
    per month per user
    Offerings
    Pricing Offerings
    Clio
    Free Trial
    Yes
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional DetailsAll pricing tiers have a 7-day free trial. Discount available for annual pricing.
    More Pricing Information
    Community Pulse
    Clio
    Considered Both Products
    Clio
    Chose Clio
    CARET Legal had way too many bugs and issues. I'd enter a support ticket and receive a response from support MONTHS after the fact. On random days, certain features such as searching contacts for a specific tagged field was unavailable with no explanation. These little …
    Incentivized
    Chose Clio
    I think Clio stinks. I think they all stink. I'm seriously considering returning to paper.
    Incentivized
    Chose Clio
    We used Clio because we thought it would be more streamlined. After using other applications like CosmoLex and Soluno which, in my opinion, have true software integration, I would absolutely use CosmoLex or Soluno over Clio, which is more expensive but, in my opinion, offers …
    Incentivized
    Chose Clio
    I wasn't a big fan of PC Law - Old, clunky, and missing a lot of modern features that our clients wanted. I regret, however, tremendously the fact that we decided to switch to Clio. The devil we knew...
    Incentivized
    Chose Clio
    I have used iManage in larger firms, but for my use the cost did not make sense, so I opted for Clio. Clio is not as functional compared to iManage, which I used 10 years ago.
    Incentivized
    Chose Clio
    Clio made us a lot of promises they've been completely unable to deliver on. They said the calendar would notify clients of upcoming court dates and help us track tasks. They promised they'd streamline our processes. Instead, we're just stumbling around a dysfunctional …
    Incentivized
    Chose Clio
    Timeslips way better product. Had no choice but to work with Clio as the management preferred the subscription model.
    Incentivized
    Chose Clio
    we switched from Firm Central to Clio for a better array of features and abilities, we did not like the look or appeal of the plug in form builder in Firm Central and did not need or want automated forms
    Incentivized
    Chose Clio
    I used Amicus Attorney before switching to Clio over 6 years ago. At the time, I generally liked Amicus; it was powerful but I had to run a server on one of my computers and it was much more complex than Clio as a business owner. Clio is web-based and fairly easy to use. A key …
    Incentivized
    Chose Clio
    I used Needles 5 (desktop) and it was certainly antiquated by comparison. Needles was in some regards more customizable and allowed for tracking more case type specific things - like medical records requests, liens, etc. At the same time, it does not connect to as many third …
    Incentivized
    Chose Clio
    We did not use any other practice management software, but I did evaluate Rocket Matter as a potential alternative. Rocket Matter does not have the same robust intake software that Clio Grow does and therefore it was not even a plausible alternative for us to implement. Clio is …
    Incentivized
    Chose Clio
    After using MyCase for over 5 years, I realized that it was not working for the firm. The billing aspects, as well as the document aspects of the program were not supporting the natural flow of the work done in the firm. I had looked at Clio originally when I made the decision …
    Incentivized
    Chose Clio
    CLIO Grow is custom-tailored for law firms to use off the shelf with some advanced customization options. CLIO Grow has some superior API integration options that integrate with answering services, online chatbot, website contact forms to capture new leads and automatically …
    Incentivized
    Chose Clio
    I used Enterprise Elite at my former position. Although it was a complex accounting program, it was not user-friendly. Clio is much more user-friendly and anticipates what we are attempting to retrieve. Time-tracking is a breeze with Clio - the attorneys appreciate that as …
    Incentivized
    Chose Clio
    Clio has more integrations and costs more.
    Incentivized
    Chose Clio
    I selected Clio for the app integrations which appeared better than Rocket Matter. I am lucky to have a fiancê in tech who has helped me tremendously with automation and Clio has been relatively easy to use. When I selected Clio, it didn't look like Rocket Matter had the same …
    Incentivized
    Chose Clio
    As a consultant that has used many different software, Clio is among the best. But anyone considering software needs to think about their needs and requirements in order to find the best fit. Simply buying good software will not necessarily fix any issues. The issues need to be …
    Incentivized
    Chose Clio
    I switched from MyCase to Clio and haven't looked back. MyCase is decent, but I felt like I could use basic timekeeping/invoicing software for less $$ than MyCase.

    Clio has more features, and looks to be working to continually improve.
    Incentivized
    Chose Clio
    The law offices I worked at used Amicus Attorney and their own homebrew system created by one of the managing partners. I will focus on Amicus mostly, as the homebrew system is not available to anyone else, though I will note that many things that Clio does right is also done …
    Incentivized
    Chose Clio
    The UI is far better than MyCase. For RocketMatter, it was 6 vs. half dozen. But for a dumb name, our firm may have chosen rocket matter. They do many of the same things.

    Clio has the gravitas of having been first and longest to the cloud based law practice management system. …
    Incentivized
    Chose Clio
    We were able to save an initial investment of over $100,000 by using Clio, and annually about $25,000 after initial setup.
    Incentivized
    Chose Clio
    Clio offers integrations such as Microsoft 365, Google Workspace, QuickBooks, Zoom, Dropbox, and more. This allows me to customize my tech stack to fit my specific needs. Clio’s mobile app is more feature-rich, offering time tracking, document access, calendaring, and even …
    Incentivized
    Key User Insights
    Would buy again
    56%
    Would buy again
    9 Answers
    Delivers good value for the price
    56%
    Delivers good value for the price
    9 Answers
    Happy with the feature set
    50%
    Happy with the feature set
    8 Answers
    Lived up to sales and marketing promises
    53%
    Lived up to sales and marketing promises
    8 Answers
    Implementation went as expected
    50%
    Implementation went as expected
    8 Answers
    User Ratings
    Clio
    Likelihood to Recommend
    6.8
    (26 ratings)
    Usability
    6.9
    (4 ratings)
    Support Rating
    6.4
    (4 ratings)
    User Testimonials
    Clio
    Likelihood to Recommend
    Clio
    Clio allows our law firm to track all aspects of a matter, such as documents, emails, time entries, tasks, and notes, in one place. This is ideal for our mid-sized law firm, which handles general litigation, personal injury, and family law. A feature we appreciate is the client portal's secure way to share updates, documents, and invoices.
    Incentivized
    Read full review
    Pros
    Clio
    • Provides an interface with NextChapter Bankruptcy.
    • Provides an interface with the forms on our website and landing pages to allow for easy transmission of potential clients into our Clio system from these sources with little human intervention.
    • Its billing, invoicing and payment integration makes the billing cycle for clients easier.
    Incentivized
    Read full review
    Cons
    Clio
    • Document management. It's still far easier for me to create Word templates and just use Word.
    • Centralized filing of client files. Like I said, I use Word. I work on a Mac and use Mac's tag structure. Clio should find a way to gather all files that have a certain tag and allow me to access them through Clio. Instead, I use Hazel and DropBox.
    • Case planning and budgeting. I use OmniFocus for project management, a self-created Excel spreadsheet for project budgeting and a cloud-based service for Gantt charts. How hard would it be to add robust project management tools to Clio?
    • Search feature for stored documents and information. Evernote has Clio beat hands-down, but I don't put client-sensitive information (only caselaw) on Evernote.
    • Case notes. This feature may be useful for high-volume practices, but I never use it.
    Incentivized
    Read full review
    Likelihood to Renew
    Clio
    We have been able to streamline our task management and everyday office procedures by using Clio to its fullest potential. We have a hire client retention rate because we can easily keep track of leads and follow ups. Clio Draft is saving us time on drafting legal documents and correspondence espondence. Overall, we are able to save time and money on everything tasks
    Incentivized
    Read full review
    Usability
    Clio
    Clio is intuitive and easy to learn. Even new staff or attorneys with limited tech experience can quickly navigate through tasks, matters, billing, and calendars. This reduces training time and increases productivity, especially in a busy mid-sized law firm. Because it’s cloud-based, Clio can be accessed from any device, anywhere. Whether I am working in the office, at home, or in court, I have full access to my cases, documents, and time entries.
    Incentivized
    Read full review
    Support Rating
    Clio
    When I contact them, I am told that the person who can help me cannot be reached but that I should call back. When I call, I cannot get ahold of anyone who can help. Sales/support does not respond to my emails. Maybe if you are part of a large firm they treat you differently.
    Read full review
    Alternatives Considered
    Clio
    We did not use any other practice management software, but I did evaluate Rocket Matter as a potential alternative. Rocket Matter does not have the same robust intake software that Clio Grow does and therefore it was not even a plausible alternative for us to implement. Clio is constantly updating and evolving based on feedback from users and that makes it the kind of program that can grow with your business needs.
    Incentivized
    Read full review
    Return on Investment
    Clio
    • Hard to judge ROI, but it saves us money compared to our old server based system (ProLaw)
    • More accessible from more places. I was able to continue working during a two week trip to the beach.
    • The Client Portal (Clio Connect) is a positive way to send clients document securely, avoids the forwarded email / forwarded attachment problem.
    Incentivized
    Read full review
    ScreenShots