Clio Reviews

Overall rating
Filter by
Company size
Time used
1669 Reviews

- 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 10.0 /10
Solo Practitioner Recommends Clio
Reviewed on 23/1/2024
My experience with Clio has been excellent. Although Clio was not intuitive at first, it became so...
My experience with Clio has been excellent. Although Clio was not intuitive at first, it became so after a few months. The support has been excellent. Also, I have found Clio responsive to suggestions for improvement.
Pros
For a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document creation, hourly billing tracking, and of course management of cases and case loads.
Cons
Clio's method of running credit card or ACH fees and then tracking them is a bit frustrating. I do appreciate the fact that the fees are not taken from the trust fund.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Hop on the Clio train, it's going places!
Reviewed on 24/10/2024
I almost switched services this year but Clio's offerings have simply exploded into a massively...
I almost switched services this year but Clio's offerings have simply exploded into a massively functional and efficient management software
Pros
I love the expansive growth coming down the pipeline. I started with simple document automations with Manage and Clio continues to acquire new features to aid in running my firm and continues to refine those features. Along with the 200+ integrations, Clio dominates the market for a reason
Cons
It used to be a bit unsophisticated in terms of functionality but they listen to their clients and they get better every day
Reasons for Switching to Clio
Pricing is excellent; additional features are the Lynch pin. I want all my services in one place, not spread between platforms- Industry: Legal Services
- Company size: 11–50 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 easy to use and always evolving based off consumer needs.
Reviewed on 20/12/2024
Clio is easy to use and always evolving based off consumer needs.
Clio is easy to use and always evolving based off consumer needs.
Pros
Easy to use and understand. Quick access to resources for questions.
Cons
Couldn't figure out how to upload more than one document at a time to our client portals.
- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Stonewalled by tech support.
Reviewed on 28/8/2024
It can be slow in spite of our high-speed Internet, they changed the names of their pricing levels...
It can be slow in spite of our high-speed Internet, they changed the names of their pricing levels and then pushed his into a low pricing level so they don't have to provide us with certain product upgrades (the old switcheroo!), and tech-support stonewalls us.
Pros
It's one of the more widely used software so if you're hiring new legal staff, they might have had some exposure to it. At times they can be responsive to requests make helpful changes to the product but mostly, you get stonewalled.
Cons
Well, there are several things. We have to pay for an extra license for our bookkeeper to use the product and other software companies don't do that -it's a hidden cost. Necessary product upgrades take long with Clio and some functionality is lacking For example, Clio was far behind the competition to include an effective client portal (they started with one that was not user-friendly at all) and although they are making improvements with it, it's still is not up to par and its functionality compared to other case management software systems.
We paid extra for use of their CRM called Clio Grow and its a primitive software compared to Salesforce, Hubs, monday sale CRM, pipedrive, etc. It lacks functionality like texting your potential clients. It only partially integrates with the case management portion of Clio. Worst of all, after setting up a document template in Clio Grow for client intake with our office (30 people), Clio restricted some of the functionality of that document making it even more awkward, to the point where it's unusable for us. It would've been simple to fix it and change the functionality back to the way it was just a few days ago but, I got stonewalled. No one's responding.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Very Happy
Reviewed on 22/11/2024
My overall experience has been very positive. Compared to our last platform Clio is much more...
My overall experience has been very positive. Compared to our last platform Clio is much more user friendly. Our attorneys have little to no problem using the system. The customer service has been quick and helpful. I think as Clio continues to develop the better it will be.
Pros
Very easy to navigate. The resource center gives lots of information when you don't know how to do something. Very happy with how user friendly it is. The document management and use of docusign has been excellent
Cons
Not being able to mark invoices as sent via USPS. Not all of our clients use email. Not being able to pay multiple invoices via the matter, and having to navigate to the billing page. On the billing page, not being able to search via the client/matter number. Only can search by name. Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. Less third party crossovers would be nice as well. I would like to see a more developed Clio for clients desktop app/website/portal. I think our clients would really utilize communicating with the attorney more through a portal then an app on the phone.
- 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 10.0 /10
Clio is a key part of our firm and helps us achieve more! Highly recommended.
Reviewed on 24/10/2024
I know that by using Clio, they will constantly be improving and that I will always get the...
I know that by using Clio, they will constantly be improving and that I will always get the customer service when I need it. Relying on Clio for over 13 years, I feel my files are organized, my communications are streamlined, and I know I'm giving better service to my clients because of Clio.
Pros
Clio is a great foundation for our firm. I am a long time Clio user, over 13 years now. I have seen it grow and improve. Some things have stayed the same - excellent customer service, minimal to no downtime. It replaces at least one full time employee with the automated reminders, calendaring, etc. Not only do I organize my digital client files in Clio, I track all my payments and trust accounting, I am able to have team member accountability through task tracking, we have regular and effective communication with the clients through the Clio Client portal. When I'm using Clio, it helps me be a better lawyer, it helps me focus more on my clients, and keep my clients happy through great communication.
Cons
While it has all the basic features in a package to choose from, there are parts you have to pay to add on. Clio Grow for intaking new clients, meshes great with Clio Manage but it does have an extra cost. The document template feature that is built in is okay, and the add-on Clio Draft is supposed to be a lot better but it's at additional cost and a bit difficult for me to intuitively figure out. It's costly to have Clio, but it does save having an extra employee and saves from missing a deadline and having client's complain due to lack of communication, so to me it's worth the cost.
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Game Changer
Reviewed on 24/10/2024
It's amazing how after you realize all that you can do, your eyes widen and the time saving...
It's amazing how after you realize all that you can do, your eyes widen and the time saving features become apparent. I am now proud to offer my clients services that other firms in my area are not offering.
Pros
Completely changes how I handle matters and communicate with clients and staff. One central location for all things "client". I like that Clio is big enough for developers to want to work with Clio and there are hundreds of integrations that can be used with Clio. The customer support is always right there when needed, helpful and instructive. The knowledge "library" is vast and always helpful.
Cons
My only complaint about Clio is even though the onboarding training was extensive and helpful, this was such a big change for me and my firm we literally had to rethink our "workflows". I wish there was available from Clio a service that we could hire to sort of guide us and tell us what changes we should be making to get ready for Clio. I did end up speaking with a consultant and it will be fine I just wish at the beginning of the process Clio offered this service (maybe they do and I missed it).
Alternatives Considered
LEAPReasons for Switching to Clio
Didn't do half of what clio could do. I did not have confidence that they were headed in the right direction as a company that understood what my needs were.- 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 10.0 /10
Great to use
Reviewed on 27/11/2024
Very good easy to use and great support services
Very good easy to use and great support services
Pros
Ease of use and so many options
Document storage client connecting trust and more
Cons
The cost per user is high and is based and billed in Us funds.
Alternatives Considered
PCLawReasons for Choosing Clio
Cosmolex poor accounting feature for Canadian users. Switched to clio with QB.Switched From
CosmoLexReasons for Switching to Clio
Integrates into QB Document storage Support services Backup system- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Legal Service!
Reviewed on 13/1/2025
Very positive!
...
Very positive!
Very helpful!
Pros
I like the ease of the user interface, especially in cataloging, finding, and documenting matters.
Cons
That to open documents you must download them, but maybe they should automatically download.

- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Monthly for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 8.0 /10
Great Software But Hard to Use At First
Reviewed on 20/12/2024
very helpful but at a cost and may require additional training to get started
very helpful but at a cost and may require additional training to get started
Pros
this practice management system is pretty robust overall for tracking and organizing docs
Cons
It isnt the most user friendly and isnt the most cost effective for smaller firms and companies
- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Clio Exceeds Our Expectations Every Time
Reviewed on 24/10/2024
Switching over to Clio was one of the best decisions our law firm ever made.
Switching over to Clio was one of the best decisions our law firm ever made.
Pros
Clio is very user friendly. The company is extremely responsive to client input with regards to product enhancements.
Cons
I honestly cannot think of anything I don’t like.
- 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 8.0 /10
Great but needs some improvements
Reviewed on 26/11/2024
We have been using Clio extensively since
We have been using Clio extensively since
Pros
The user interface is very intuitive and easy to use.
Cons
The Tasks and Messaging could be more robust in Clio Manage and the phone app needs to better resemble the desktop version.
Alternatives Considered
Rocket MatterReasons for Choosing Clio
Needed something more integrated and will more features.Reasons for Switching to Clio
The user interface was more intuitive and our bar association had a discount on Clio- 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 10.0 /10
Clio is the best
Reviewed on 25/10/2024
Excellent. Support is always available and help you with the different products to enhance your...
Excellent. Support is always available and help you with the different products to enhance your legal representation of clients.
Pros
Can access my client's files from anywhere safely and securely.
Cons
Not connected to electronic filing system in my state.
Alternatives Considered
MyCaseReasons for Switching to Clio
Easier to use and more features. Ability to communicate with clients.- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Ease of running a law practice
Reviewed on 25/10/2024
So far, my overall experience has been great. Customer service is always willing to assist.
So far, my overall experience has been great. Customer service is always willing to assist.
Pros
The ease of use and the integrations with third party software
Cons
The cost per user compared to other legal case management software.
Reasons for Switching to Clio
I was more familiar with using Clio; the ease of use. The ability to integrate with third party software- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Clio Review
Reviewed on 24/10/2024
it is really great the staff is super helpful and fast to respond
it is really great the staff is super helpful and fast to respond
Pros
So many integrations and so user friendly.
Cons
Trust accounting with Quickbooks Online but we have not started using the newest update to help make this easier
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Clio Review from AWL
Reviewed on 24/1/2024
The platforms, both Manage and Grow, are user friendly and I have had a great experience with the...
The platforms, both Manage and Grow, are user friendly and I have had a great experience with the software. I like that there aren't rollout after rollout of changes. I enjoy updates and accept them but I like that it's not a weekly occurrence (like Quickbooks). I have recommended Clio to others and will continue to use Clio.
Pros
Overall Clio is very user friendly. My clients who have commented on the use of Clio have had positive feedback as well. I like that there are training videos and customer service has been great the few times I've called. The integration with my Google Workspace and now having their own credit card processing fees is great too! This year I'm utilizing the Dashboard more, both on Manage and Grow and I do like how it works. It helps me stay productive.
Cons
For sections I haven't used as much, I have difficulty finding my way back to them after stumbling upon them. I would like to be able to attach receipts for reimbursable expenses to client's invoices. I would like to be able to mark client matters and/or client invoices as mail only so I know when to print the invoices and mail them to clients.
Alternatives Considered
QuickBooks OnlineReasons for Switching to Clio
I had Quickbooks at my previous firm and I hated their program. My boss was always on the phone with them because something wasn't working correctly. Every time I went to log time the format had changed. It is expensive. Clio was recommended by both bar associations that I am a member of and the free trial went very well for me.- 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
I highly recommend
Reviewed on 23/1/2024
Clio has saved me a lot of time and frustration. I highly recommend it to my colleagues.
Clio has saved me a lot of time and frustration. I highly recommend it to my colleagues.
Pros
Everything is all in one place. A matter can be managed completely within Clio.
Cons
The ineffectiveness of the Reports feature.

- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
One of the Best
Reviewed on 23/1/2024
Pros
I have demo'd a bunch of law practice management software providers, Clio is by far the best. It isn't a perfect system, but it does the job. The two way texting, client portal, and customization are hard to beat.
Cons
Two of my biggest pain points are flat fee payment plans and notes. I would like to see a feature where we could just easily type a quick status that does not need a dedicated note entry.
Flat fee payment plans there has to be a better solution than me manually figuring out the payment plan and due dates. MyCase automates this, Clio should be able to figure this out too.
- 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
Great Comprehensive CRM Platform Geared towards Legal Work
Reviewed on 25/10/2024
Overally, I've been using it for a few years now with my own firm. I used it at a few previous...
Overally, I've been using it for a few years now with my own firm. I used it at a few previous firms and I don't ever really see myself changing.
Pros
I like that it is a comprehensive CRM system that is geared towards legal. I can invoice with it, add new clients, retain documents, generate documents, you name it.
Cons
I think some features could be a little more user-friendly, but I think they are constantly working on that. It takes time to get all the bugs out of any technology.
- 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 9.0 /10
Clio is my friend
Reviewed on 22/11/2024
The customer service and training are excellent
The customer service and training are excellent
Pros
Easy to learn and a lot of capabilities if you don't mind "add ons"
Cons
Some of their solutions were a little unconventional, ie if an atty wants two different rates I was advised to change the rate case by case. I thought there should have been a better solution
- 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 10.0 /10
Clio was the best investment I made in the early days of my law firm
Reviewed on 15/12/2023
My overall experience has been great. I was in an incubator program with other attorneys starting...
My overall experience has been great. I was in an incubator program with other attorneys starting their own practice and, because I have Clio, I didn't have the struggles with tracking and billing that my peers had. I am glad I started using Clio when I only had a few clients because I have been able to learn as my firm has gown.
Pros
Clio makes it so easy to track of all the things that are important to me: potential clients, active clients, attorney time, billing, firm financial goals, etc. Even when my solo practice was just a side-hustle, Clio Manage more than paid for itself in time-savings and ease of use. Clio customer service has been excellent - the live help is really easily accessible for setup and problem-solving; the online articles and videos are great for on-demand help.
Cons
There is a lot of functionality in Clio that I don't use yet - there is so much that I could be doing with it, but it is hard to make time for the next new thing when I am also running a law firm. There are some add-ons that are marketed as having connectivity to/ compatibility with Clio that are redundant and don't make sense for my practice: for, example, QuickBooks will talk to Clio but the billing and tracking were redundant with what was already happening in Clio (I already billed through clio and I didn't need to do it through QB; and I can categorize spending through my actual bank accounts, so I didn't need it to do that, either). The only thing QB did that Clio didn't *already do* was deal with (part of) payroll for my one assistant (then I found out QB was incorrectly calculating my state worker comp amounts and I dumped QB and got a bookkeeper to help with my employee needs).
- Industry: Law Practice
- 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 10.0 /10
First time user
Reviewed on 23/1/2024
Pros
Ease of use
Seamless integration with Google Workspace
Like the app integrations
Cons
Needs AI
Needs better historical invoicing abilities
Needs better contact syncing
Needs more tutorials on Clio Grow
Alternatives Considered
MyCase- 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
We've used Clio for over a decade!
Reviewed on 22/12/2023
I have been a user since Clio was a baby and have always loved it and have recommended it to many...
I have been a user since Clio was a baby and have always loved it and have recommended it to many other legal professionals!
Pros
Fast and easy and everything we need is all in one place.
Cons
There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and how much they need to send in to replenish their trust again.
- 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
It Doesn't Get Better Than Clio!
Reviewed on 12/12/2023
My experience with CLIO (both the product and the company) has been phenomenal. I have zero...
My experience with CLIO (both the product and the company) has been phenomenal. I have zero complaints. Clio is the foundation of our client management system and is therefore essential to running my organization. Beyond the product itself, Clio's customer service is next level. The staff are friendly, competent, and client-focused. In the several years I have been interacting with Clio staff (in-person and virtually) I have NEVER been treated like a number, dismissed, or ignored. If the representative I am working with cannot address the issue, they hand me off to someone who can. This speaks volumes to the character of the staff and the quality of the company itself.
Pros
What is not to LOVE about Clio? The platform itself is intuitive, efficient, and has become essential to effectively running my organization. Even features that have not been particularly relevant to my practice (non-profit sector) have either already been updated to be more relevant (Clio for Legal Aid) or are in the process of being updated.
Beyond the practicalness of the product itself, Clio is a company that is visably devoted to their staff, clients, and mission. Passion for the practice of law is one thing, passion for the humans who choose to practice law is another. Clio's client-centered approach sets them apart from their competition in this regard.
Cons
We have been using an ACCESS Database to process our claims (non-profit sector) for more than two decades. I would love to use the billing/invoice features offered through Clio but, they are not yet granular enough to fully transition us out of ACCESS.
- 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 10.0 /10
Clio for Law Practice Management
Reviewed on 23/1/2024
Excellent. I have no real issues with the product, which is actually a great compliment. If you are...
Excellent. I have no real issues with the product, which is actually a great compliment. If you are thinking about your practice management tools, it probably means they are not working as well as they should.
Pros
Ease of use and reliability. Entering time is the bane of every lawyers existence. This makes it about as easy as it’s going to get.
Cons
No real downsides. The only area I can think of which might be improved is the ease of entering contact information for multiple clients on the same matter.