- Clio is a data warehouse for growing law firms that stores data points, files, and relationships, and integrates with third-party tools for customized case management solutions.
- Reviewers frequently mention the ease of use, comprehensive functionality, and seamless integration with other tools as key benefits, along with the ability to manage files efficiently, track KPIs, and streamline billing and payments.
- Reviewers experienced issues with the lack of robust automated workflows and custom calendar rules, limited custom reporting, and the need for extensive coding for auto-generated documents, along with challenges in setting up due to substantial preliminary data entry work.


