Last Updated
Overview
Clio legal software simplifies law firm operations by streamlining daily operations in one platform. While the setup may take some time, the intuitive interface and comprehensive tools make it a valuable asset for firms of all sizes.
Overall Rating
Based on 318 users reviews
4.6
Rating Distribution
Positive
92%
Neutral
4%
Negative
4%
Starting Price
Custom
Clio Software Specifications
- Clio Software
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is Clio Software?
Overview
Clio law software is a cloud-based solution for law firms and legal professionals, streamlining practice management for firms of all sizes. Catering to the legal industry, it offers comprehensive solutions that address common problems such as disorganized case management, billing inefficiencies, and time-tracking challenges. By centralizing legal workflows in one platform, Clio software enables lawyers to manage cases, communicate with clients, and handle administrative tasks more efficiently.
Clio Software Pricing
The software offers four packages:
- EasyStart: $49/user/month (to track time and get paid)
- Essentials: $89/user/month (to centralize work and connect with clients)
- Advanced: $129/user/month (to improve upon business intelligence)
- Complete: $159/user/month (extensive range of features)
Disclaimer: The pricing is subject to change.
Clio Software Integrations
Clio software seamlessly integrates with various business applications, including:
- NetDocuments By Spring
- Fundbox
- QuickBooks Online
- Google Local Services
- Microsoft Teams
- Gmail
- SpeakWrite
Who Is Clio Software For?
The software is designed for businesses of all sizes across the legal industry and sectors. It caters to all types of law firms, legal professionals, and departments.
Is Clio Software Right For You?
Recognized as one of the leading software in the legal tech space, Clio attorney software is trusted by thousands of firms globally to improve productivity and compliance. The software offers add-ons for greater productivity, such as personal injury, HIPAA liability protection, and Clio accounting. It enhances efficiency, making it ideal for legal professionals seeking streamlined operations and scalability.
Still trying to figure out if Clio software is right for you? Contact our customer support team at (661) 384-7070, and they will help you make the best decision.
Clio Software Features
Client Intake
Clio streamlines client onboarding by digitizing intake forms and automating document collection. This process simplifies gathering client information and ensures accuracy, reducing administrative burdens while improving client experience and ensuring data is securely stored from the start of a legal case.
Billing and Collections
Users can automate invoicing, payment reminders, and payment tracking. This ensures faster payment cycles, fewer billing errors, and an overall reduction in manual tasks, enabling firms to maintain healthy cash flow and focus more on client work.
Clio Case Management
This feature offers a centralized platform for managing case details, deadlines, and communications. It enables seamless collaboration between team members and ensures that all case information is current.
Document Management
Clio organizes all legal documents in one secure location, making them easily searchable and accessible. This simplifies the document creation, sharing, and storage processes, improving collaboration.
Task Management
With Clio’s task management feature, law firms can create, assign, and track case-related tasks. This boosts productivity by keeping teams organized, ensuring accountability, and reducing the likelihood of tasks falling through the cracks.
Pros And Cons of Clio Software
Pros
Robust functionality
Extensive list of integrations
User-friendly interface
Tutorials easily available for support
Cons
Users have reported slow email filings
No built-in accounting features
Some might require initial training
Clio Software Reviews
Total 318 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars72%
4
Stars20%
3
Stars4%
2
Stars1%
1
Stars4%
Share your experience
Legal Services, 11-50 employees
Less than a year
“Outstanding service !”
Pros
The customer service is outstanding. Using Clio Pay has significantly shortened the time it takes for us to get paid by clients. Plus having a single, secure place for all client data, documents and notes is invaluable. It really feels like they listen to user feedback and are always rolling out useful updates and improvements. I mean they seem to have a very clear and strong set of core values as a company.
Cons
We are still hoping for better integration between Clio Draft, Grow and Manage. Grow is our go-to for intake but it could use some improvements to work more smoothly with the other modules.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
10
Law Practice, 1-10 employees
More than a year
“fantastic program with incredible capabilities”
Pros
This software is a fantastic program with incredible capabilities. The team behind it is great and they offer so much more than just software, including a huge amount of online learning resources.
Cons
My only issue is with Clio Grow. I really wish they offered customizable reports where I could select the specific information I want to include.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Legal Services, 1-10 employees
More than a year
“A truly exceptional team”
Pros
The team at Clio is truly exceptional. Their support, product development and community interaction are consistently top-notch.
Cons
They add new features often but these updates usually do not fix the problems users actually have.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
10
Functionality
8
Frequently Asked Questions
Does Clio software offer an API?
Yes, Clio legal management software has an API.
What language does Clio software support?
Clio software supports English.
What other apps does Clio software integrate with?
Clio software integrates with various third-party applications such as NetDocuments By Spring, Fundbox, QuickBooks Online, Google Local Services, Microsoft Teams, Gmail, SpeakWrite.
Does Clio software support mobile devices?
Clio software supports Android and iOS devices.
What types of pricing plans does Clio software offer?
Clio software price starts at $49/month. Users can get pricing for a tailor-made plan.
Who are the typical users of Clio software?
The typical users of Clio software are those in the legal industry.
What level of support does Clio software offer?
Clio software offers email, chat, phone support, Knowledge Base and FAQs.