Clio Reviews

While working through invoices that were past due, one of the attorneys in our firm noticed a way to improve Clio's bill sharing and Clio actually made the change.

Clio is user friendly and easy to navigate.
The billing process for our firm has been streamlined with Clio.
I also like being able to set goals for myself and Clio allows me to track my progress.

It does seem like I get a lot of error messages and need to restart Clio.; however, I appreciate the updates that Clio is working to resolve the problem.

Clio has helped us get organized. We plan on expanding our use of Clio to take advantage of all that it offers.

Ease of use. Available resources for training purposes. Nice feature is being able to assign multiple matters to a client.

Lack of integration with Office products. Navigation to certain items could be improved.

I've been using Clio for more than 5 years. I think it's great and I would recommend it to any other firm.

It connects everything together. I can see the connections between clients and other contacts. I love the calendar system. I like how easy it is to look back and see what's been done on a case and when, and who did it.

The task system is my least favorite part. The task page isn't great and it's hard to tell when things are due and what the timeline is compared to other tasks. Making tasks more like Trello cards or something would be nice because it's so hard to tell what's been done on a task.

Clio is a great tool to maintain organization and delegate tasks to your staff and easily customizable for any practice! It is easy to learn, easy to use, and easy to maintain.

Clio streamlines productivity by not having to utilize other applications to manage client accounts but works seamlessly with various apps if you want to. It's extremely easy to use and is supported by a knowledgeable, responsive, customer support team.

Although the calendar will notify you if a limitation is going to run on a case, at this time you can not search by Statute of Limitations to compile a complete list.

Excellent tool for our law firm! Easy to learn, great video tutorials. Love that it syncs with OneDrive!

Most of the software areas are easy to understand and if not, awesome videos are available for review.

Wish to have multiple people assigned to tasks on task list, and assign task from a calendar event will be a nice to have.

We have been using Clio Manage and Clio Grow for about 2 years now. It has been a lifesaver on keeping our client files organized, digital and easily accessible.

The pros to Clio Manage are tracking client balances, organization, easy interface, integration with other apps and it is very user friendly. The pros to Clio Grow is being able to see all potential new clients and where they come from and not losing potential business by letting them slip through the cracks.

I would like to be able to add some of our own categories to a matters dashboard.

If what you want is to save time and effort spent on such simple tasks that other softwares complicate it a bit Clio is a good tool to meet those needs. It has large amounts of storage space and although it is in a cloud, they are characterized in being reliable and providing security.

First of all, Clio is quite practical due to its visual customization, and its automation is very optimized in terms of actions. Apart from integrating a good chat system, it allows the elaboration of a text by simply clicking on generate document and start writing.

Although its usability is quite simple, it has new tools for many individuals and the training through instructional videos that it offers are generally basic and difficult to understand. Similarly, if you need technical support from their assistants you will not get anything, they offer lousy service.

Clio is the easiest system we have used in our bankruptcy practice. I'm sure there are more tricks to learn to gain even more time saving features it offers to us.

*Easy to use
*Can use LawPay through Clio to bill clients
*Easy calendar system to keep track of appointments and court hearings
*Can link documents and form letters to clients with ease

I don't like having to create a Clio email link for my emails to save to Clio from Office 365.

See above.

Clio is easy to use and whenever I call, it has great customer service. The software helps my firm engage in billing and calendaring quickly and easily.

None.

Clio will be a huge part of your firm's success; I can guarantee it! (I'm not a lawyer). It makes owning/running/maintaining a law firm easy, taking a lot of daily stress away.

Everything.
Clio makes running a law firm of any size life amazing!
It is effortless to use and navigate.
The attention to detail, such as the Clio platform's color scheme, makes it easy on the eyes, especially if you're using it all day.

If you are new to Clio, you are in LUCK!
Clio has many different types of articles, videos, etc., teaching you the ins and outs of Clio and how to use it to its fullest potential!
If you can't find what you're looking for there, chat with one of the Support Teams - They are very well trained and can help with any issues accordingly. OH, and they will follow-up with you! You don't get that type of customer service anywhere these days!!

Clio Manager: All the Amazing Things You Can Do!!
Over All:
-you can run many, many different types of reports, and you can make it very personalized!
-keeping track of your firm's work
-keeping track of Managing Lawyer(s) work
-keeping track of paralegals work
-firm calendar
-Lawyer/Paralegal calendar where clients can request appointments!
-Check the Firm's Dashboard to see -Utilization Rate, -Realization Rate, -Collection Rate, etc.
-You can see a Live Feed of everyone in the Firm's work!

On a Matter Level:
-create custom fields to help better organize your cases
-record work/time/activities
-create documents
-save documents AND create a time entry all in one!
-assign a task to a co-worker/team member
-save all email communications with the Clio button on Gmail
-a place for Notes, and you can also assign people to the notes!
-an organized system to record funds/transactions/payments/escrow, etc.
-an organized system to save contacts and business

If I had any cons, I contact a Clio rep and ask about the issue I am having or request that they pass it along to the tech team to add a new or helpful feature.

Clio is extremely reliable and does everything that I need it to do, while it continuously works to better my customer experience. I am very pleased!

I support our lawyers in their work, so most of my work is in the creation and updating of matters, prospect follow-up and billing. All of this is easy and reliable with Clio, and the features which are constantly being added have really improved my experience and efficiency. I love how Clio interfaces directly with Dropbox and LawPay. Tasks are seamless and Clio helps me be confident in my recordkeeping. Person-to-person tech support is always courteous and very helpful. The chat feature is appreciated for smaller things, too.

I have found that the online help archives don't always keep up with the new features in Clio.

Clio is a wonderful addition to our law firm. It is easy to use and completely user friendly to anyone.

Clio is very user friendly. I love that I can not only access it from my computer but I can also access it from my phone and have the same wonderful experience and consistency.

I really haven't found anything substantial that I haven't liked.

I love Clio because it is basically a single app which has the ability to keep one organized in multiple ways. The Tasks option helps me keep up with all of my daily, weekly and monthly to-do lists in a simple, easy to view manner. I am able to set alerts to remind me of when projects are due. You can also maintain your all of your contacts, emails and even files through the app. It's my go-to for all! Very simple to navigate as well.

Simple to navigate. A one-stop for keeping yourself completely organized and has reminder alerts to help remind you when a task or project is coming due. One app in which you can maintain a task list, reminders, alerts, emails, contacts and even files.

As of today, I have not yet found anything that I do not like about the Clio app.

I will use Clio for all of my case management needs. It’s been useful in conflict checks as well as for sharing files with outside counsel.

Clio was easy to build and customize for each specific type of case my attorneys need. I work in criminal post-conviction and our needs are vastly different than most firms. I also work as a project manager and it’s been very helpful in managing incoming and outgoing discovery.

It would be nice to have full customization ability. Otherwise none.

Like everyone else, this year has been a roller-coaster. Our office was closed for two months, then we were in-office, but closed to the public, then open to the public with stringent safety protocols. We have had employees (including myself) have to quarantine for two weeks at a time and still mange to keep a practice running. Clio allowed us to make these transitions without missing a beat.

Having all of my cases available wherever I am, on my laptop, iPad or iPhone is a necessity and Clio has delivered on this.
All case contacts can be dialed directly from the mobile app which has really come a long way.
Allowing for third-party integration to provide unique solutions is also a game changer in a world with so many proprietary systems.
Allowing me to bill on my mobile device saves incredible amounts of time.

I wish scheduler was built into Manage rather than Grow. It would also be nice to have document management options in the mobile app.

If you are a lawyer and want to cut a manager's cost and want to be updated for this digital era, you should use it. It is cheap and beneficial.

It provides you a platform where you can manage everything.
It let you integrate things for optimum results.
You get most of the things automated and prewritten.
According to the current needs of Law firm, features are only appointments, your profile on Google, encrypted performance, case tracking, and digital signature.

As far as I know and my experience says, it is pretty much an awesome software with no major flaws and is designed after considering every need of the individual.

CLIO significantly improved my productivity and reduced the time for preparing and dispatching invoices. Having CLIO is like having an accountant and office manager wrapped into one!

CLIO simplified billing, time keeping and document storage. The daily email reminders of tasks to be completed is very useful and functions as an additional docket. The capability to generate statistics on individual clients is invaluable.

I have not found any negative features or characteristics in CLIO. It is a perfect product.

Clio is great and I would highly recommend it. It is a great product that allows us to save time so we can focus on clients.

Clio is great for tracking, time billing, maintaining client accounts, and document preparation. I highly recommend Clio Grow - it is a great CRM.

I wish Clio had a more user-friendly portal system for clients to upload documents.

Clio is a professional and stylish way of filtering work in stages, dividing small cases from those large cases that require a greater amount of focus in terms of resources. With Clio it is possible to recreate cases to study different possibilities, and leave aside the more complicated and time-consuming functions of the office departments.

Clio addresses one of the work environments where there are currently fewer services to work with: purely legal case operations. With Clio it is possible to provide clients with a stable and direct advocacy service, where they can feel confident with the development of their cases.

Clio is great, and allows us to deliver our case reports always within the estimated time frame. No negative points were found during the experience of using Clio, nor were there any inconveniences while working, so we proceed to make the review completely positive.

Clio has been the best practice management software I've used so far. The team is extremely helpful and they have webinars that count to the continued learning hours.

The software is easy to navigate with most features accessible from the sidebar. There is a time tracker to assist with hours on a client file. Time can be paused and resumed saving tracking from breaks.

The billable hours targets aren't as customizable as I would like, however with Clio making constant upgrades I don't see this being an issue for long.