Clio Software Reviews

“Task reminders are a lifesaver”

Pros

Having task assignment along with email reminders has been a lifesaver.

Cons

I just wish some actions took a few fewer clicks.

“Love it!”

Pros

Clio keeps the routine operations of my practice running effortlessly. I absolutely love using it.

Cons

I'm not really sure there's much to complain about though platform updates can take a bit of time to arrive.

“Scales well”

Pros

Having used CLIO since 2011, I've really appreciated being able to grow alongside it over the years. It genuinely feels like some of the feedback we've shared has made its way into the product. I also love that it keeps evolving, with updates that make it more practical and functional. At each stage, we've tried to adopt the new tools in our business to organize how we work, boost efficiency and ultimately help us generate more revenue.

Cons

I'd still like to see a way to adjust CLIO Pay so it can be limited to e-check only or let us recover credit card fees without making the client confused about the amount they're supposed to pay on their bill. It would also be helpful to have stronger integration for attaching documents to tasks or trial notices, just to make referencing everything much easier.

“Feature-rich and always improving”

Pros

Packed with features and very comprehensive and it keeps getting better with regular improvements.

Cons

A few tweaks to the user interface and more personalization options would make it even better.

“Ability to cross-reference search fields”

Pros

Being able to go back through past entries and cross-reference different search fields has been really useful.

Cons

I can't create a clear distinction for the same client under a different field using a shortened format.

“Remote file management done right”

Pros

Managing our law firm's files has been really simple especially with everyone working remotely. The platform feels user-friendly and it didn't take long at all for the team to learn how to use it.

Cons

The included e-sign integration, Dropbox Sign, is very glitchy and that can get pretty frustrating.

“Handy integrations”

Pros

Clio has been a one-stop hub for just about everything I need to manage my practice, from time tracking and billing to calendaring and more. The integrations are another big plus especially with apps like LawYaw and Outlook. On top of that, the platform is very user-friendly and simple to work in.

Cons

A few of the billing features still need some work. One thing that bothers me is how client balances keep changing on invoices that have already been sent, depending on payments made afterward.

“Helpful library and stellar support”

Pros

It is quite user-friendly and most things are simple to use. Whenever I'm not sure how to do something, there's a huge library of help articles and videos that usually point me in the right direction. And if the answer isn't there, their support team has been absolutely fantastic.

Cons

Some of the calendar and reporting functions still feel a bit limited compared to what I think they should handle. That said there are plenty of add-ons and integrations available if you want to expand the feature set.

“Client billing made manageable”

Pros

Client billing used to be one of the parts I dreaded most but this software has made it much more manageable. Client files are simple to pull up and the billing entry process is clear and simple so there's very little confusion. It really helps keep our billing organized and on schedule.

Cons

The trust account management is still a little difficult to work with.

“Powerful time tracking”

Pros

The time tracking and client management tools have been really useful and the calendaring feature in Grow is much better than the one in Manage.

Cons

Grow is separate so the sync doesn't feel smooth. It's such a valuable feature that it really shouldn't be tucked away or made this difficult to use.

“Can recover deleted files”

Pros

Being web-based makes it really convenient to use and I also appreciate that it can recover deleted files. Searching is simple and there's a good amount of customization available which makes the platform more practical day to day.

Cons

I'd still like to see more reporting options especially for tracking time spent by users across project types, cases, clients and similar categories, along with reports on their time entries over specific periods. It would also help if the firm feed were searchable and allowed custom date ranges so data could be pulled for exact timeframes.

“Necessary part of our work”

Pros

Being able to customize matters for our area of law makes a huge difference. For a high-volume firm like ours that runs on strict deadlines, Clio has become an essential part of how we work.

Cons

I do wish there were more options and ideas for tailoring the software to highly specialized areas of law.

“Simple billing and dashboard”

Pros

Billing is really simple, the dashboard is a pleasure to use and the setup process was quick and simple.

Cons

I'd love to see a OneDrive integration so that when I save a file there, the document in Clio updates automatically.

“Mobile app makes things easier”

Pros

One of the best parts of Clio is the mobile app since it lets me log time while I'm away from my desk and quickly pull up client contact information when I need it.

Cons

The accounting side still needs work. I should be able to clearly mark overdue accounts as past due, add interest charges and send reminder emails without hassle but those features just aren't there.

“Efficient client billing”

Pros

Handling client billing is efficient and the features are simple to use.

Cons

Clio Grow doesn't have APIs which makes it hard for the systems to communicate with each other and keep information updated automatically in real time.

“Access from anywhere”

Pros

Whether I'm out of town, at the office or working from home, I can still get into the system and handle what I need to. It lets me update files, draft invoices and manage calendar items from basically anywhere which has been really convenient.

Cons

I honestly don't have any real complaints but this is also the first and only software I've used since starting my practice so I don't have much else to compare it to.

“Gives me peace of mind”

Pros

Having everything securely documented online clears my head and keeps me from constantly thinking about deadlines or open cases.

Cons

The downside is that it keeps getting more expensive year after year.

“Helpful notes and billing”

Pros

Notes and Billing are the parts of Clio I rely on most. I know I am still not using everything the program offers but little by little I'm learning more features and several of them have already been really useful for me and my business.

Cons

There are a few features I wish I could adjust but I haven't been able to figure out how yet. It may be possible, I probably just need a bit more guidance.

“Organizes matter information”

Pros

Keeping client and matter information organized is where it really shines and the time tracking works very well too. Billing is fairly simple overall although taking retainers by credit card could definitely be better.

Cons

it still doesn't allow retainers to be accepted by credit card into an IOLTA account.

“Fantastic videos and clear layout”

Pros

The tutorial videos do a really good job of showing how everything works and the platform feels user-friendly and well organized.

Cons

Probably the biggest limitation is that it doesn't handle large video uploads very well.