Clio 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 user/per month
Reveal Trial Director
Score 7.0 out of 10
N/A
A solution to streamline pre-trial, trial, mediation, and other litigation-related presentations. Users can also Share the case and collaborate with colleagues, outside counsel, expert witnesses, and other key stakeholders on a centrally stored case.
N/A
Pricing
Clio
Reveal Trial Director
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
No answers on this topic
Offerings
Pricing Offerings
Clio
Reveal Trial Director
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
All pricing tiers have a 7-day free trial. Discount available for annual pricing.
Clio is a wonderful practice management solution for small firms that do billable work. The Clio manage software is excellent for tracking your time at different rates, tracking matter budgets, and tracking expenses. Clio is also great for firms that want to implement and use tech in their offices. If clients are at least somewhat tech-savvy (have and know how to use email), they will also benefit and enjoy the implementation of Clio.
This trial presentation software is very well suited for trial, depositions and mediations. The software organizes exhibits and allows for synchronized deposition transcripts to be viewed simultaneously. It allows the attorney to tell the complete story of the case by quickly putting together productions, discovery and any additional documentation needed to build a case.
The billing screen is serviceable but unwieldy. It is hard to get your bills to look the way that you want in many cases.
The document management process could stand some improvement. In order to manipulate a document, you have to download it, work on it, then re-upload the new version. I'd like a local client or a seamless way to edit and then automatically see the update taken into Clio.
The task entry is good but not great. I'd like to see a way to have it integrate into my iPhone's reminders list.
The quickbooks online sync has been a constant source of frustration for our bookkeeper, who has to monitor daily and hardly ever goes a day without an item failing to sync.
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
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.
Rather than talk in generalities, I'll give two specific examples. First, after updating my OS, I got locked out of Clio. I was back in, up and running, with no loss of data, within an hour thanks to Clio customer support. Second, I made some specific recommendation for features that I thought would be useful. Those recommendations fell in a black hole, with the suggestion that I try a very buggy third party integration app. Clio is making lots of money from lawyers using its software. Why can't Clio create the integrations and test them if Clio is not willing to build them into its platform?
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 billing on the go. It’s ideal for attorneys who work remotely or travel frequently.
I have used TrialPad in the past and found it very user friendly and easy to use. However, functionality is limited as to what you can do or how the data can be manipulated once uploaded to TrialPad. TrialDirector 360 by Ipro gives the user a full array of tools and functionality and in some ways is easier to navigate and control in presentation mode.
It has improved our ability to capture billable activities.
It has increased our efficiency in regards to onboarding clients and getting retainers signed.
The integrations with QuickBooks and other software platforms such as Mailchimp has allowed us to improve our marketing efforts and overall operations.
