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What Is Clio?

Ranked #1, Clio is the leading legal billing and payments software with the most 5-star reviews used by 150,000+ lawyers from large, small & solo firms.

Clio is a cloud-based legal billing solution that helps you collect on more bills sooner, without all the administrative time and headaches.

Bill your clients faster and enhance the way you collect by including Clio's built-in, convenient online payments options. Clio’s legal billing software automates time-consuming tasks.

Who Uses Clio?

Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area.

Where can Clio be deployed?

Cloud-based
On-premise

About the vendor

  • Clio
  • Located in Burnaby, Canada
  • Founded in 2007

Clio support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Belgium, Canada, Ireland, Luxembourg and 4 others

Languages

English

Clio pricing

Starting Price:

US$39.00/month
  • Yes, has free trial
  • No free version

Clio does not have a free version but does offer a free trial. Clio paid version starts at US$39.00/month.

About the vendor

  • Clio
  • Located in Burnaby, Canada
  • Founded in 2007

Clio support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Belgium, Canada, Ireland, Luxembourg and 4 others

Languages

English

Clio videos and images

Clio Software - THE #1 LEGAL PRACTICE MANAGEMENT SOFTWARE
Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily.
View 6 more
Clio video
Clio Software - THE #1 LEGAL PRACTICE MANAGEMENT SOFTWARE
Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Access your matters, documents, contacts, notes, and calendar from your mobile device.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily.

Features of Clio

  • Access Controls/Permissions
  • Accounting Software
  • Activity Dashboard
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Bankruptcy Case Management
  • Billing & Invoicing
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Case Management Software
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Cross Ledger Posting
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Deadline Management
  • Document Capture
  • Document Classification
  • Document Generation Software
  • Document Management Software
  • Document Storage
  • Electronic Payments
  • Electronic Signature
  • Email Management Software
  • Expense Tracking
  • File Sharing Software
  • For Legal Professionals
  • Full Text Search
  • General Ledger
  • Interaction Tracking
  • Invoice Management
  • Invoice Processing
  • Lead Management Software
  • Legal Case Management Software
  • Mobile Payments
  • Online Payments
  • Payment Processing Software
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Search/Filter
  • Staff Calendar
  • Status Tracking
  • Task Management Software
  • Tax Calculation
  • Tax Management Software
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking Software
  • Trust Accounting Software
  • Version Control
  • Workflow Management Software

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Worldox is an enterprise-capable document management software that helps businesses store, manage, organize, and share documents.
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Time and expense tracking, both at the desktop and on the go, that integrates with QuickBooks and popular practice management software.
Actionstep's connected legal business management tools equip your law firm to confidently embrace the future, create sustained growth,
New realities call for new solutions. We are the #1 time and billing, and payments software for law firms. Try for FREE now.

Reviews of Clio

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.7
Features
4.5
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
J.P.
J.P.
Attorney in US
Verified LinkedIn User
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Clio is the best option for a solo or small firm law practice

5.0 5 years ago

Comments: After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.

Pros:

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Cons:

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Alternatives Considered: CosmoLex and Rocket Matter

Reasons for Choosing Clio: At the time I decided to look at alternatives, in 2017, the product was getting worse, not better.

Reasons for Switching to Clio: Largest user base and least likely to get assimilated or go out of business, forcing another vendor change.

Sandra
Lawyer in Canada
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Long Time User

5.0 last month New

Pros:

user-friendly and support is efficient and effective!

Cons:

I would like to integrate quickbooks access with the general account or perhaps more of an accounting feature within Clio.

Alternatives Considered: CosmoLex

Reasons for Choosing Clio: I actually have started my practice using CLIO. I then had to make a change upon switching bookkeepers. I went Cosmolex, which was extremely difficult to learn and not user friendly at all. I ended up switching back to Clio, and I will never make any changes again. Clio has everything I need and integrates with my programs.

Reasons for Switching to Clio: I actually have started my practice using CLIO. I then had to make a change upon switching bookkeepers. I went to Cosmolex because this new bookkeeper insisted that is all I needed, which was extremely difficult to learn and not user friendly at all. I ended up switching bookkeepers and searched for someone specifically familiar with Clio, and I will never make any changes again. Clio has everything I need and integrates with my programs.

Keri-Ann
Paralegal in Jamaica
Law Practice, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Clio is a great tool

3.0 last month New

Comments: Overall Clio is a good tool that helps to keep you focused on earnings. It does glitch from time to time but my experience is that most legal software does that. I appreciate the fact that Clio seems to be constantly improving and they are open to user feedback. The support is also excellent.

Pros:

I like the interface and I like that Clio focuses on profitability and showing you your earnings. I love the ease of billing and the preset feature for reports.

Cons:

Clio tends to have latency issues. I would also like it if Clio would automatically add time entries for completed tasks with estimated times on them.

Heather
Heather
Office Manager in US
Verified LinkedIn User
Law Practice, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

CLIO for Efficiency

5.0 4 months ago

Comments: Overall I see much more pros than cons. It is absolutely worth the money. I have been able to restructure certain areas of the firm to be more effective and our production has been going up annually since using CLIO.

Pros:

Ease of use, e-signing with ease, invoices can be unique to our firm with templates for each client, cleaning up others time entries are simple as admin, and it just overall makes my job more efficient and enjoyable.

Cons:

It needs work on adding my state laws and guidelines into the calendar. For example if I have a CT slip and fall case, it would be nice if the calendar prompted me to enter all my scheduling order dates, remind me when discovery is due per statute, etc… also an in office chat feature would be nice too! When we save emails from outlook the organization is not helpful for some attorneys and we cannot edit that. Also we need AI integrations!

Erica
Accounting Manager in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Clio Is the Most Useful Database We have Used

4.0 6 months ago

Comments: Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in customer service however has dampened my enthusiasm..

Pros:

Integration of payment, invoicing and CRM I used to love the customer service but now....NO

Cons:

Difficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries.

Clio Response

6 months ago

Hi Erica. Thanks for sharing this valuable feedback. I can assure you that we take into account this information to continuously improve our products and services. I’m sorry you had an unsatisfactory experience with our customer success team. I can assure you that all of our customer service staff are trained in-house and have in-depth knowledge of all our products. While it may on occasion take more than one call to answer a question, please know that we are committed to resolving your queries as quickly as possible—and our team is available 24 hours a day, 5 days a week, via in-app chat, email, or phone should you need further assistance.