Clio Software Reviews

Pros

The feature set feels polished and dependable and it all works as expected. The integrations for payments, cloud storage and data management are excellent and they make it much easier to keep the office running without piles of paper everywhere.

Cons

Task lists still have room for improvement although they can be connected to outside software in the meantime.

Pros

Getting around the platform feels very simple. The tasks I use most often are user-friendly and when I need something less common, the documentation is helpful or support gets back with an answer quickly.

Cons

One thing I'd still want is the option to add more than one client to a matter, with every client able to sign the retainer agreement.

Pros

It delivers almost all the lead and case management tools I need. The support team is quick to respond and when you talk with them about what your firm needs, they're willing to listen and understand. Since I started using the platform, It has consistently expanded its features in ways that genuinely add value. Their annual conference is also a really worthwhile opportunity for networking and learning.

Cons

Getting everything set up takes a lot of time especially with Grow. The platform could also be more developed for practice areas that are not centered on litigation. Although support is easy to reach, they only end up resolving my issue a small percentage of the time. A number of features I consider essential still are not available and it's unclear how the feature request upvoting process really works. The pricing model is also frustrating and would be better with a separate tier for limited-access users such as paralegals and administrative staff. On top of that, while the added features and updates are nice, as a solo attorney I often do not have the time to learn and implement many of them.

Pros

The integration and overall usability really stand out. At this point, I can't imagine managing a law firm without it.

Cons

A few of the accounting tools feel underdeveloped and there are still some features we would normally expect to be included that aren't there.

Pros

The tasks feature has been a big plus for us because it keeps client matters moving forward efficiently. It gives our team a practical way to delegate responsibilities and stay organized without things slipping through the cracks.

Cons

Some areas still feel less polished especially Grow, Clio Docs and the client portals.

Pros

One thing that keeps standing out is how responsive and helpful the customer support team is. On top of that, the product team clearly keeps working to improve the software and regularly adds new features.

Cons

At the same time, the backend tech team does not seem to test functionality thoroughly before rolling out new features or making updates to existing ones. Clio ends up leaning on customers to troubleshoot issues that appear after release, even in cases where their team can reproduce the problem on their side. That comes across as a real lack of respect for the customer's time. The new Clio Scheduler, in particular, has had major recurring problems and Clio often seems unaware of them until a customer reports them.

Pros

It is simple to use and comes with a variety of features.

Cons

Customer service does not really listen to end users and that ends up wasting both time and money which feels ridiculous.

Pros

Starting a law firm at 43 without a technical background, I needed something that would let me rely on software instead of hiring a secretary. Clio gave me that confidence and billing and time tracking feel painless to manage.

Cons

Adding additional parties or contacts to the same matter felt user-friendly.

Pros

Clio comes with the core tools needed to manage and run a practice right out of the box and it goes beyond that with an integration ecosystem that makes it a vital part of a thriving firm.

Cons

Although it provides the essentials for running a practice online, the company's fast growth has created some gaps and small shortcomings that longtime users are likely to notice, even if newer users may be impressed by how much it transforms their practice.

Pros

It has felt user-friendly to use, carefully designed and genuinely mindful of protecting client data and handling things ethically. Even though not every support person is an attorney, they clearly understand the issues attorneys need to pay attention to and honestly, I have never seen that level of understanding and execution done this well before.

Cons

it offers so much that I want everything up and running immediately but getting every piece fully set up naturally takes time. We had the core system working within days of the transfer but there are so many extra features and add-ons I'm excited to use that I wish all of them were already in place.

Pros

Right out of the box, this software has worked really well for our team. We can't customize it very much but the default setup does the job quite well as it is. It's very simple to use, with very little learning curve. We're able to handle our cases, invoicing and online payments without any trouble and the QuickBooks support is a nice bonus.

Cons

There are a handful of areas that could be improved but they're mostly minor. I do wish there were more customization options available for certain specific features.

Pros

I can quickly see how much money I'm spending on each case and how much time is going into them which has been incredibly helpful. The program feels very user-friendly and can be tailored to fit my business really well. I'm able to organize case management based on the type of case and even the county it belongs to. There are also plenty of training videos available and the customer support team has been awesome whenever needed.

Cons

I didn't run into any issues getting this product integrated into my business. The only thing I wish it included is a way to bill separately. I've managed to come up with a workaround but it does take a little extra time to make it function the way I need.

Pros

Very easy to use. The customer support team has been amazing and there are a ton of integration options available.

Cons

I'd just like more guidance around the possible integrations and a bit more time to really learn everything the platform can do. I enjoy the webinars but my schedule gets busy.

Pros

Having intake automation built in has been a huge help. As a solo attorney, my time is extremely limited and Clio has made a real difference in my day-to-day work. It has not only improved my workflow but also given me more time to concentrate on what my clients need.

Cons

I really do not have any complaints at this point. Honestly I am very happy with Clio. I am still getting familiar with a lot of the features but that is only because they provide so many tools designed to help my business succeed.

Pros

The payment integration has been a big plus and has really simplified the way I handle billing.

Cons

Every now and then, I run into issues when trying to attach a payment link.

Pros

It is hands down the best practice management software out there. The way it connects billing with case management is smooth and that integration makes a huge difference for our workflow.

Cons

Clio Manage is a very polished and well-developed product but Clio Grow doesn't feel as innovative as it once did and could definitely use more improvement.

Pros

Being able to assign tasks to partners while keeping all cases and documents organized in one place is really helpful.

Cons

The frustrating part is having to log in multiple times because it doesn't stay signed in.

Pros

Getting started with it is very easy and customer support is usually there when help is needed.

Cons

The biggest frustration is how little control there is over billing, invoicing and reporting. Those areas just can't be customized to the level required. There's also no way to change or remove who receives notification emails. Invoices can't be edited into statements of account and there isn't any built-in option to create a statement of account either. The reporting tools are too limited to build the reports that are actually needed. Billing also takes far too long because there aren't enough filtering options. On top of that, the Box integration is very glitchy and doesn't reliably transfer client files.

Pros

Right from the start, the software has been very user friendly, offers a lot of capabilities and helps make the workday easier.

Cons

One thing I'd still love to see is the ability to merge matters or files together. That would be really helpful when duplicate matters or files get created by mistake.

Pros

I chose it mainly because of its web-based interface. Another factor was the promise that my data would be migrated from Lexis Nexis but that process did not live up to what was originally presented.

Cons

Once the sale was completed, customer support was barely there. I bought 13 licenses last year for two separate law offices and after the agreement was signed and paid for, a lot of what was promised during the sales process simply did not happen. More recently, an attorney left my office and reached out to Clio about moving his case data into a new Clio account. He was told it would be simple but after paying for the license, we discovered it is incredibly difficult to pull off without highly technical expertise. The only answer I keep getting from support is that they can handle it but only if he upgrades to the next pricing tier.