About Clio

Clio is a cloud-based legal practice management solution that lets you manage your law firm from anywhere. Ranked #1, Clio is the leading legal software solution with the most 5-star reviews and the only legal software with over 1,000 reviews on GetApp. Access and manage your work in one place - with your matters, contacts, billing, and more located in one centralized system. Start a free 7-day trial or schedule a demo with a Clio expert to learn more.

Key benefits of Clio

Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

- Manage every stage of the client journey and convert more prospects with Clio Grow, the CRM designed specifically for law firms.

- Get instant visibility into your firm's financial performance with firmwide and matter dashboards.

- Enable your clients to seamlessly pay legal bills online or in office with Clio Payments.

- Save yourself administrative time by using Clio to manage calendars, documents, tasks, bills, time entries, and more.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Images

With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.
Robust invoice customization options give law firms the opportunity to put their branding front and center.
The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute.
The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home.
Clio calendar
Clio matter pipeline
Clio create new contact
Clio reports
View 9 more
Clio video
Clio video
Clio video
Clio video
Clio screenshot: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance. Clio screenshot: Robust invoice customization options give law firms the opportunity to put their branding front and center. Clio screenshot: The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute. Clio screenshot: The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home. Clio screenshot: Clio calendar Clio screenshot: Clio matter pipeline Clio screenshot: Clio create new contact Clio screenshot: Clio reports

Features

Total features of Clio: 76

  • API
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automatic Backup
  • Billing & Invoicing
  • Bulk Send
  • CRM
  • Calendar Management
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contract/License Management
  • Conversion Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customisable Forms
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Automation
  • Document Classification
  • Document Generation
  • Document Management
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • Financial Analysis
  • Full Text Search
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Location
  • Project Accounting
  • QuickBooks Integration
  • Real Time Data
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Alternatives

Rocket Matter

4.3
#1 Alternative to Clio
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Zola Suite

4.6
#2 Alternative to Clio
See why Zola is the FASTEST-GROWING practice management software. Industry-leading features such as patented email...

LawMaster

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#3 Alternative to Clio
Centralize all legal operations in one place with LawMaster's law practice management solution. LawMaster allows law...

MyCase

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MyCase legal practice management software helps law firms solve key business challenges, including getting paid faster,...

Reviews

Overall rating

4.7 /5
(1,152)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.8/5

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Showing 5 reviews of 1,152
Stephen B.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fantastic Practice Management Solution

Reviewed on 06/07/2019

Pros

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Cons

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Daniel V.
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great comprehensive practice management solution for lawyers

Reviewed on 01/04/2021

After almost a year with Clio I can safely say I'm happy with my purchase.

After almost a year with Clio I can safely say I'm happy with my purchase.

Pros

The integration with Quickbooks Online is clutch. While there are still some additional functionalities I would build into it, I love that a transaction in Clio creates a journal entry in QB that I can then link to a bank transaction. Makes bookkeeping way easier.

Cons

I wish that a client could access Clio for Clients and Clio Connect at the same time.

Dario D.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Initially very promising, but recently quickly deteriorating

Reviewed on 12/11/2020

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1...

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1 day, 1 week, 1 month, 1 year, 10 years - you get the picture. I have been raising this issues for a long time now and was today told that it may never be fixed. This is but one example of a clear failure to even understand the topic and the issue at hand. Clio was not like this before, so I suspect that something has changed at the company. Perhaps critical people leaving (and I have noticed that some people have left), perhaps financial difficulties, perhaps something else.

Overall, if I was asked a year ago about Clio, I would wholeheartedly recommend it. Currently, it would only be prudent to recommend to avoid it, at least until the situation at Clio changes, if it does change.

Pros

Clio could be, and indeed was for a long time, a fairly good and overall well featured application. As with any application, it did not have everything covered, but was slowly improving and adding features. In other words, it was a decent application that was getting better.

Cons

As of few months ago, Clio, put simply, started going backwards, and fast. Features that existed for years and worked perfectly, were either intentionally removed or broken and no longer worked. The number of bugs has increased exponentially. I used to discover a bug once every few months in the past. These days, almost every day I have to report new bugs or follow up on the existing and unresolved ones. In the past, any reported issues were addressed and resolved quickly. Now, you still get emails in response, but the emails are more of the scripted/lip service type and most issues do not get resolved at all, including critical issues relating to basic features that used to work fine in the past.

As I am not an insider to Clio, I am not sure what the reason is, but from many recent interactions with Clio support and their answer, it seems to me that there is no one at Clio who has their hand on the pulse or any control over the "technical team" or the "development team". From responses I get, it sounds like the "developers" run the place and if they do not think that something is important, it will not get done or fixed. To give you a concrete example, an important financial report was working fine in the past and, as one would expect, it was showing the period to which the report relates. Some months ago, when "updating" that report to a "new" report, they removed the period of the report field, so, believe it or not, the report now does not show which period it relates to

Edward D.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Clio is a Must!

Reviewed on 11/12/2020

Overall, the best time and billing software out there. I have demo'd several and Clio was the ...

Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.

Pros

Generally Clio changed my practice. The software makes it easy to access critical data which is right on your dashboard, such as billing goals (day/month/year), A/R, actually vs. targeted billing, client and matters, just about everything a lawyer needs at his or her fingertips to make billing easy and efficient.

Cons

Sometimes, rarely, I find that info I need or a function I would want cannot be done which makes little sense to me. Also constructing Bills is more cumbersome than it needs to be.

Bert S.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Passing the blame....

Reviewed on 08/09/2020

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's...

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?

Pros

I thought everything was integrated and intuitive.

Cons

Always something that seems like a simple question but impossible to find the answer. The live customer service has mislead us on two or more occasions.

Showing 5 reviews of 1,152 Read all reviews

Clio FAQs

Below are some frequently asked questions for Clio.

Clio offers the following pricing plans:

  • Starting from: USD 39.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Clio pricing per user starts from: $39/month

We do not have any information about Clio features

Clio has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Clio supports the following languages:

English

Clio supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Clio integrates with the following applications:

Box, Chrometa, Dropbox Business, Fundbox, InvoiceSherpa, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, RightSignature, Xero, Zapier

Clio offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Clio.