Clio Software Reviews

Pros

The different integrations worked really well and connected nicely with my cases which made managing everything much more convenient.

Cons

Some of the features felt a little confusing to navigate and the platform didn't seem fully all-inclusive.

Pros

The customer service team has been consistently responsive, knowledgeable and professional and they do a really good job with follow-up as well.

Cons

The pricing is on the high side and connecting with clients can feel a bit complex.

Pros

It works well for small firms and the features are simple to use. One thing I did notice is that office account reconciliation isn't available.

Cons

There's still plenty of room for improvement. I'm still fairly new to using Clio and I'll be able to share more feedback later on as I get more familiar with it.

Pros

Using it has been a really positive experience. It's very user-friendly especially for billing and it includes plenty of tools for creating polished, professional invoices. The customer support team has been excellent, very responsive and genuinely helpful whenever needed. Clio Desktop Drive also works really well as case management software especially with files stored in iCloud. The mobile app is another big plus making it convenient to access data, track time and use other features on the go. I would definitely recommend it.

Cons

the integration with QuickBooks or banking software wasn't fully complete. Because of that, the operating account still has to be updated manually so it matches the bank account.

Pros

It has been a very comfortable experience. It feels reliable, spacious, pleasant to use and well equipped, with several innovative templates available.

Cons

At the moment, there's nothing I dislike about Clio.

Pros

It feels close to being a one-stop shop which is one of the things I really appreciate about it.

Cons

A few important features are still missing. There should be a field for opposing party counsel's cell phone number and another for their email address. Since Covid, email has become much more common than it used to be so those two fields really should be included.

Pros

Highly user-friendly right from the start. As a lawyer, I really appreciate tech tools that let me spend less time figuring out how things work and more time actually focusing on legal work.

Cons

It is a little expensive for the functionality it offers compared with other practice management tools. There's also a learning curve since it takes some time to get used to all of Clio's features.

Pros

Right away, the live support stands out because it's genuinely live. Someone is always available and they actually help in the moment. That matters a lot since with many other companies you end up sitting on hold forever and once someone finally answers, they just take a message and say they'll pass you to another team. Then your work is basically paused until someone calls back. Even when they do return the call, that person may only explain what to do instead of showing you because that's handled by yet another team. During a busy workday, having support available there and then is essential so you can keep moving without losing time.

Cons

The setup and integration process takes quite a while and is very time-consuming. When migrating, it would have been really helpful to have one-to-one live support, ideally with someone spending a full day at the firm to get everything sorted from the start. That could cover templates, billing and all the essentials needed to get up and running properly. Having that kind of hands-on help would have made a big difference.

Pros

The customer service is really solid and the platform stands out for being flexible and affordable.

Cons

I'd like to see more options for customizing reports. Other than that, it works quite well.

Pros

Most mornings, I just open it and hit the timer button to start tracking time especially on days when I can't be bothered to type anything in. It also gives me a clear view of whether I'm ahead of or behind budget across matters, payments and invoicing. There's a bit of duplicated effort in places, particularly around database-related tasks and a colleague has to step in to handle some data when he's away without Clio but those feel like fairly minor complaints overall.

Cons

There's a feature that would probably be useful for a lot of firms but it's not something I personally use. One thing Clio still needs to improve is how it handles documents with the same name so I can reliably access them through the platform. Because of that, I end up relying on Hazel and Dropbox instead.

Pros

Keeping all matters in one place makes it simple to use and it also makes billing easy while helping me stay on top of payments.

Cons

Its QuickBooks Online integration is limited to just one Chart of Accounts entry which makes reporting less detailed than it should be.

Pros

Uploading documents and getting around the app has been very simple and being able to communicate through it has made it very convenient to use.

Cons

I really have nothing negative to say about the app. It has been very helpful the entire time I've used it and overall it's a solid app to have.

Pros

Its easy to use. Tracking time and assigning it to the right matter is very simple and there's nothing confusing about the process. It didn't take long to learn at all.

Cons

The interface could look a bit more modern and colorful although that's not a very important issue for me.

Pros

The case management side of the software was decent enough but it didn't really stand out in any meaningful way. On top of that, they charge extra for document features.

Cons

The biggest downside is the lack of solid accounting functionality and the email integration is really poor, it ends up feeling like you have to enter the same information twice.

Pros

Handling invoices and keeping track of payments has been really simple with this tool.

Cons

At first, the learning curve felt pretty intimidating but once I actually started using it regularly, it turned out to be far more user-friendly than I expected.

Pros

Having tailored template sets for different client types and matter types has been a big plus. The platform also connects with a huge number of other programs and the range of integrations is honestly impressive. We're still figuring out everything Clio can do and working on the best ways to use it but we're very optimistic that it will ultimately make our work much more organized and a lot more manageable.

Cons

Getting Clio set up has been far more frustrating than it should have been. They've been trying to bring over spreadsheets from our previous practice management system, along with data from other sources so all of our client and matter information ends up in one place. The problem is that reaching the data migration team has been really difficult. At one point, we caught an error in one phase of the migration and called and emailed repeatedly to stop them from moving forward until the earlier data was corrected. Those messages were ignored and they went ahead with the next phase anyway. That made the issue exponentially worse. Now we have to dig back through our spreadsheets and clean up the data all over again and they'll somehow need to reverse the migration work that's already been done before we can attempt it again. We've had the system for nearly 90 days and still aren't fully up and running because the migration process has been such a mess.

Pros

After the ordeal we went through with MyCase, Clio felt like a complete breath of fresh air. We first came across them when they hosted an informative dinner in our area and once we saw what the software could do, we were genuinely impressed by its functionality. At that point, we were so frustrated from dealing with MyCase that we probably came across a little intense but the Clio team handled it calmly and professionally which is honestly what won us over as a new client. We spent the following month getting everything set up and before long we were fully up and running. As we explained all the major problems we had experienced with MyCase, Clio's support team seemed sincerely shocked and reassured us that they do business very differently. They absolutely lived up to that promise. Everyone we worked with at Clio was professional, responsive and pleasant to deal with. The first couple of days were a little unsteady, kind of like learning to ride a bike for the first time but the learning curve was brief. After that, things clicked into place. Whenever questions or issues came up, their team handled them quickly and effectively and we really appreciated both the size of the support team and the quality of help available. No more leaving messages and waiting around for a callback. Clio has been a standout in a time when real customer service feels hard to find.

Cons

There are no drawbacks that I can think of.

Pros

It comes across as simple, practical and user-friendly. It feels like it was designed by people who genuinely understand how law firms work and what they need in order to operate efficiently day to day.

Cons

Needs a dedicated help desk for Australian users because the platform feels quite America-centric at times. Whenever I need support, I have to make an international call via 0011 which is inconvenient. Even certain integrations, like InfoTrack and Teams, are only offered in North America. It seems like if more marketing and sales attention were given to Australia, a lot more firms here would be willing to adopt it.

Pros

So userfriendly overall. The layout felt simple, clear and easy to follow so using it didn't take much effort.

Cons

many of the features a practice might want aren't included upfront and have to be bought separately.

Pros

It comes with a wide range of extensions and integrates with plenty of other programs which makes it a really strong all-in-one case management platform. You can send and request documents, collect signatures, save emails and notes and generate documents from forms. It covers a lot and the feature list just keeps going.

Cons

One thing I'd still like to see improved is the document viewer. It would be better if it worked more like the standard Windows document view. I'd also prefer invoices to calculate and show billed time separately for each user.