Clio

Clio

4.5
(184)
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Clio provides a web-based practice management, time & billing and client collaboration platform for small to mid-sized law firms.

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Helen V.
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"Clio - The one-stop shop"

What do you like best?

Clio is all the client/customer management software you'll ever need for your office. Use the Contacts tab to enter and track all your contacts, then create a matter under that contact when you begin actually doing business with/for them. Create invoices for your services and "share" them with your clients via the secure portal, Clio Connect. You can also "share" documents with your clients and they with you securely via Clio Connect. No need to worry if your emails get hacked, Clio is encrypted and all your files are safe. There probably isn't a way to have your office completely paperless, but Clio will get you as close as you can come to that goal.

What do you dislike?

Client information entered is not in alpha order, but you can search for clients anyway with their filter option.

What problems are you solving with the product? What benefits have you realized?

Great for storage of client contact and file data; love the invoice feature - saves so much time when clients can pay us directly thru Clio.

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Mario P.
Validated Reviewer
Verified Current User
Review Source
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"Clio is useful to handle all kinds of legal cases "

What do you like best?

Clio we love for the ease that it delivers when organizing cases according to our orientation as legal professionals. We like your document assembly system because of how easy it is to use it. With regard to the management of legal procedures, Clio is very complete, allowing us to handle fiduciary accounting and law firms. It is also good for tracking time and expenses.

What do you dislike?

The platform for some reason does not allow tracking legal contracts. They can not be edited, imported or exported to external sites. Neither can customer testimonials be organized, and it does not offer enough options for personalizing legal invoices. When it comes to trust accounting, you can not handle taxes, or receipts, and you can not write checks.

Recommendations to others considering the product:

Clio is a recommended software to manage legal processes on a large scale. This tool offers precise and reliable solutions to make it easy to optimize the work of laws. It is recommended enough for the management of courts, and also to make notes of each case.

What problems are you solving with the product? What benefits have you realized?

Clio has helped us to improve our working time organization, since it is easier to take cases thanks to its task system and its integrated calendar for activities. It has also been useful to follow the different states of our cases, and to save invoices directly in the cloud. Your online seminar service has also been useful to learn how to use the software in a short time.

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Feastre L.
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Verified Current User
Review Source
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"Clio is perfect for fiscal management "

What do you like best?

The Clio Dashboard is very easy to customize, it is also a fairly direct platform when it comes to creating content. If we want to create a document, you just have to click. The platform also has a large storage capacity in the cloud, and allows to control the versions of the documents worked. The negotiation process of the payment contract with Clio concluded with great success. Each part of the payment process was satisfactory. Cloud deployment offered by Clio is very stable and extensive. We could see that it works well on desktops. Its integration capacity is good. Clio technical support has seemed very practical. Always responds well and facilitates the speed so that our work does not take us as long as before. Clio's online user community is very large. These people, mostly from legal forums, have helped us a lot.

What do you dislike?

Clio is not good for tracking communications. It does not have a multi-channel communication system, nor does it have any integrated CRM with which it is easier to relate to customers. Nor is it good for managing catering, in the case of law firms and the organization of meetings or extraordinary events. Clio does not allow handling of legal proceedings records.

Recommendations to others considering the product:

Clio is recommended for many great reasons. Among them we have its good capacity to handle access controls and index documents, and its great capacity of hosting in the cloud. Clio is recommended to all types of law firms, and individual lawyers who want to better manage their cases and courts.

What problems are you solving with the product? What benefits have you realized?

With the use of clio it has been made easier for us to handle our legal calendars and our trust accounting. For example, with clio we can make reports of losses and gains of resources (something that no other legal management platform allowed us). Your customer testimonial management system is excellent. Clio has been quite useful to organize our cases appropriately.

What Legal Case Management solution do you use?

Thanks for letting us know!
Andreina P.
Validated Reviewer
Verified Current User
Review Source
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"Clio is a brilliant legal management platform"

What do you like best?

Clio we liked in more ways than one. The fact that there is a legal case management platform is already impressive, but it goes further and allows accounting management. We find something quite innovative. We really like your tool for tracking bank accounts and spending. It is also excellent for creating profit and loss resource reports, and for managing catering.

What do you dislike?

We do not like that Clio lacks tools to handle payment receipts, and to do calculations of expense validations. Your check writing tool is slow, and does not allow you to export them in enough formats. As for legal billing, we do not like its provisioning billing function. A big problem with Clio is that, in the case of desktop computers, your website usually slows down. It is not properly optimized for iOS devices.

Recommendations to others considering the product:

It is excellent for any law firm. Clio is easy to update, and its excellent mobile access allows us to work from anywhere. We recommend it a lot to follow the progress of each case, and to keep a proper accounting of trusts.

What problems are you solving with the product? What benefits have you realized?

Now, thanks to our use of Clio we have managed to keep a better track of our testimonies during the cases. The contracts are much better organized than before, as is our accrual accounting. We believe that we have significantly improved our time tracking, as well as our records management.

Javier J.
Validated Reviewer
Verified Current User
Review Source
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"Clio has been our best ally with the monitoring of legal cases"

What do you like best?

From Clio we like the way in which your Dashboard displays all the information of expenses and invoices. This software is excellent for organizing customer testimonials throughout the history of each case, to which a timer can be added very easily. It also allows us to record the status and progress of our legal processes, in order to use that information for the subsequent creation of reports. We really like your document labeling function.

What do you dislike?

We do not like how limited it is to do tax calculations (and to administer them). Its system of writing checks is slow, and in relation to the management of files, these can not be organized according to the time of the case. Nor can many sticky notes be added to records, and business groups can not be created.

Recommendations to others considering the product:

We recommend it a lot for the management of legal files, and to keep a good control of legal documents. Clio has quickly fulfilled all our expectations, and for this we are satisfied with its use. We recommend it a lot for the management of catering and legal contracts.

What problems are you solving with the product? What benefits have you realized?

Clio has helped us solve many problems with fiduciary accounting for our legal procedures. Thanks to this, we can better manage expenditure tracking, and task and court management. Before clio, it was difficult for us to delegate access controls to members of the work team.

Ana Yuleidi O.
Validated Reviewer
Verified Current User
Review Source
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"Clio is perfect for the management of legal cases"

What do you like best?

The price of clio seems excellent, very accessible. $ 1068 a year is definitely a good investment. We love that the platform has support for many different types of change, and that your online payment system is so comfortable. It is very easy to manage testimonies, and keep track of the status of each case. We also like your file management tool, because it is very organized.

What do you dislike?

Clio does not have features for managing non-profits programs, and its cashflows are not updated fast enough. Your billing is slow, and you can not customize it enough. Its fraud detection system is not as reliable, as it does not offer enough security within the platform. We also do not like that it does not serve adequately to handle accrual accounting, nor the catering of law firms.

Recommendations to others considering the product:

We highly recommend the use of Clio for its broad performance deployment in all kinds of low-end devices, and for its excellent webinar system, with which it is very easy to join the use of the platform in a short time. We are very pleased with this software. It's excellent.

What problems are you solving with the product? What benefits have you realized?

With Clio we have greatly improved our management of accounting forecasts, and our organization of budgets for cases. It is also easier to track expenses of financial projects, as well as cost estimates. Another advantage we have noticed has been that we can now manage checks with much more convenience. Clio is excellent for the treasury.

Kristin B.
Validated Reviewer
Verified Current User
Review Source
content

"Decent case management software"

What do you like best?

Each individual matter's main interface has everything you need to know at a glance.

What do you dislike?

The program is somewhat cumbersome. I end up putting most of the pertinent information into the Notes section instead of the main interface, because it's not logically organized. I like the product, but definitely see room for improvement.

Recommendations to others considering the product:

I came into a firm without familiarity with other cloud-based systems, so I don't have much to compare with Clio. On its own, it does the job and keeps information organized and accessible. I do think it could be streamlined. Sometimes navigating back and forth among tabs and matters becomes bulky; perhaps Clio could allow more than one matter "open" at once. Were I involved in the selection process, I would do my homework among the case management software available before selecting Clio.

What problems are you solving with the product? What benefits have you realized?

This is a great cloud-based system, making access from anywhere a breeze.

Yazan R.
Validated Reviewer
Verified Current User
Review Source
content

"My most valuable employee"

What do you like best?

Document automation and staff communication. Me and my team and work together in the Clio ecosystem and automate most of our document creation.

What do you dislike?

The mobile app, which is improving quickly during it's new beta, can still use more features.

Recommendations to others considering the product:

What makes Clip special is not only it's amazing case management software, but also their dedication to helping their users grow. From their support staff to their blog/articles, Clip wants you to succeed and has the tools to help.

What problems are you solving with the product? What benefits have you realized?

The most valuable part of clip thus far has been how clip allows me or a client to fill out an intake form, then automate every single document that follows. No more drafting petitions and fee agreement. Clip has automated most of the work. I can now focus on assisting clients and managing my business.

Olivia J. S.
Validated Reviewer
Verified Current User
Review Source
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"Clio makes it easy to track hours, manage clients and matters, and more! All for free :) "

What do you like best?

I love using Clio. I am a student attorney in a legal clinic at school, and Clio meets all our needs. It's free, and very straight-forward software (it didn't take long for us student attorneys to catch on to using it). It has many important features: it tracks time, allows us to easily assign that time to a client, has a place to keep client contact information, to track hours and productivity amongst ourselves, etc. It also allows us to easily upload documents and share them with each other. I highly reccomend this software.

What do you dislike?

I can't really think of anything that I dislike about this product. It's met all of our needs at the clinic, and it's a great value since it's free to use!

Recommendations to others considering the product:

Just try it! It's free and web-based, so you really have nothing to lose. I've tried a few other case management software products out there, but this is still my favorite. It's simple/straight-forward but still has all the important features.

What problems are you solving with the product? What benefits have you realized?

As I mentioned, it's very easy to use, so we don't have to spend a lot of time as student attorneys in the clinic learning new software. This is an efficient way to track and bill hours, manage case files, and share case documents with each other all through internet-based software that we can access anywhere and on any computer.

Kendra H.
Validated Reviewer
Verified Current User
Review Source
content

"Works Well; Great Potential"

What do you like best?

That it is made specifically for legal professionals/firms. I like the calendar and organization/workflow features (tasks, forms, etc.). I also like the integration they offer with other software we use. Also -- they have an app!

What do you dislike?

The hardest thing for us is that the calendar doesn't auto-update, and some of the syncing only happens every 10-30 minutes. The calendar is essential -- we have 4 offices and at least that many people scheduling at all times -- not to mention the attorneys/other personnel that need to see these updates immediately.

Recommendations to others considering the product:

Continue to give feedback! As they do updates and increase integration -- they should hear what we need.

What problems are you solving with the product? What benefits have you realized?

It allows us to stay organized with clients and tasks. It also allows us to work more efficiently with remote offices and conduct billing.

Brenda M.
Validated Reviewer
Verified Current User
Review Source
content

"Solid Solution for Solos / Small Firms"

What do you like best?

Intuitive interface - it is easy to learn to use this product with reasonable proficiency. Responsive support when you need it - chat and phone. Flexibility provided by numerous integrations - lets you add functionality not offered by the primary program. Comprehensive dashboard gives a good overview of firm metrics. Multiple methods of delivering invoices and documents to clients to suit your preferences. Handles trust accounting well.

What do you dislike?

Poor handling of past-due invoices - Clio payments link only allows payment of current invoice, not full amount. The workaround is to email the bill manually and provide a LawPay link, if you use LawPay.

Would prefer more batch-entry options for time and payments as well.

It would be nice to be able to cc yourself / the firm on billing emails.

Reporting functions could be a bit more robust / allow for greater customization - sometimes it is a bit difficult to pull data that I want, but it is nice to be able to export it to other formats (excel, csv, pdf, etc.)

Recommendations to others considering the product:

Make use of the trial offered, to make sure it works for your needs.

What problems are you solving with the product? What benefits have you realized?

Clio answers my small firm's need for legal billing, and helps me with practice management issues (like offering a secure portal for document sharing, cloud storage, etc.) It is a solid solution for a solo practitioner. It does not completely replace accounting software, but gives you enough to get started and handles trust well.

Jarad D.
Validated Reviewer
Verified Current User
Review Source
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"Clio streamlines time-keeping for Attorneys"

What do you like best?

I like that rather than having to keep track of 6 minute intervals on paper I can just start a timer in Clio and go. It also allows us to track tasks, expenses and bill quickly. We are Mac users so it has always worked well for our firm. Their customer service has been personable and helpful.

What do you dislike?

Some functions that we once had are now only available at higher levels of service. As we are a small firm we are very aware of every cost incurred. The newer interface has also taken me some time to get used to.

Recommendations to others considering the product:

I would recommend everyone try it, as it may not be for larger firms that have more invested in their own systems. For us it has been useful and streamlined many of our processes.

What problems are you solving with the product? What benefits have you realized?

We are solving the mundane administrative tasks that make the practice of law tedious at times.

Carony C.
Validated Reviewer
Verified Current User
Review Source
content

"All-in-One Management Practice with Banking features"

What do you like best?

The price and the plethora of features this case management program contains. First, the price is absolutely the best in the business. I can't say enough how affordable this program is. Price is based on each user and they have 3 tiers. The features seem endless: you can organize your whole case in this program (i.e., contacts, time entries, calendaring deadlines), bookkeeping and most importantly, keeping track of your IOLTA Account. You can generate billings from your time entries. You can accept payments electronically. You can send documents directly and securely to your clients through the program. One of the most valuable thing this program does is it also calculates all the court deadlines for you. That feature alone is one of the most valuable tool. Having been a paralegal for the past 20 years, I have learned that most of these features are offered through separate programs and you pay significantly for them. Clio helps a solo practitioner compete with the corporate giant law firms by keeping their practice expenses down.

What do you dislike?

The only part about the calendaring program that drives me nuts is having to put in the reminders every time I calendar a deadline. I usually have reminders at 2 weeks, 1 week and then 2 days for all deadlines and it would be nice to just set up the reminder once and then be able to recall the reminders whenever I have to calendar a deadline.

Recommendations to others considering the product:

Clio is very user friendly, and intuitive. The best part is if you have a laptop or an ipad, you can basically access Clio anywhere. If you want an affordable case management program with banking features that includes IOLTA Account, a court deadline calculator program, and a billing program with cloud storage, then Clio is the one for you. Clio is the best practice software and most affordable cloud program for a solo practitioner.

What problems are you solving with the product? What benefits have you realized?

We've realized a lot more profits with Clio and have had to use less software as Clio is an all in one management program.

Lorna R.
Validated Reviewer
Verified Current User
Review Source
content

"Easy for a Non-Tech Lawyer"

What do you like best?

I love that time/billing management and case management is combined with this software. I like that I can see what's going on in the case, but also see the time billed, plus the actual bills. I like that it is cloud based, so I can access our case files remotely.

What do you dislike?

I wish the apps did as much as the website does. I would like to run filters on time entries, for example. I also wish the calendar function updated every few minutes. We have to manually refresh the calendar to make sure we have the most updated one. I also think there are quirky issues when you add or remove calendar events. For example, if I created the event, but just wanted to remove myself, not everyone else, I think the whole event gets deleted.

Recommendations to others considering the product:

I believe this product is affordable, but I am not sure as to actual cost. The product is the most user friendly case management/billing software I have seen. I would definitely recommend this product.

What problems are you solving with the product? What benefits have you realized?

I am tracking my billable time and the revenue I generate. This helps my productivity and client management. I can easily see how much a client has in his/her trust account while simultaneously looking at the notes feature to determine what has happened in the case.

Edgar A.
Validated Reviewer
Verified Current User
Review Source
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"Amazing Service! "

What do you like best?

I love how the new Clio update is smoother and enhanced at the look. I appreciate all aspects of Clio and can see myself using it for literally everything. Clio has a great capability to connect with Dropbox and the Cloud. It’s easy to find a matter with Clio’s automatic matter creator and the way it syncs with DropBox after creating a letter is amazing. I feel like the best part of Clio is the new update but ultimately, it’s the best way to track all of your time, activities and tasks for law practice, docement keeping and communication!

What do you dislike?

I do not like how the Clio App does not work properly with the Fijustu Scansnap Scanner. When scanning a document it allows you to find the mater number for the document but it’s should ALSO add the information/documents to DropBox. This would save time from needing to save the same file in two different locations.

What problems are you solving with the product? What benefits have you realized?

I am solving law practice problems. I no longer have to search for everything as it is on one place!

Chelsea G.
Validated Reviewer
Verified Current User
Review Source
content

"Clio: A One Stop Shop for Legal Practice Management Software"

What do you like best?

What I love about Clio is that it puts virtually everything our firm needs in one place, and it is a cloud-based system so I don't have to be at the office to access it. Clio integrates with a lot of other programs as well, so if we want or need to use other software it usually has the capability to work with Clio. We use the Clio for Gmail integration and are able to save all email communication directly to Clio, as well as syncing our contacts and our calendars.

Clio has all sorts of solutions for keeping track of your time, and their timers can be accessed from Gmail, the cell phone app, and anywhere within Clio. Time entries can be edited and/or duplicated and can be linked to individual employees or legal matters. You can also use Clio to keep track of client expenses.

Clio has a notes section for each matter and contact so there's no reason to use paper notes that get lost or forgotten. Clio also gives you the ability to make tasks and task lists for yourself and others. Each task for task list can also be tied to a matter, so it's easy to figure out what task you should be completing and for which client.

Clio gives you the ability to keep track of client and matter trust accounts, operating accounts, and all accounting that happens regarding a client or matter. This includes features like creating and sharing invoices and trust requests. We use Clio Payments as well, so everything really starts and ends with Clio. There are also several reports that can be run in Clio as well, and they are all fully customizable.

All in all, Clio is the hub of our legal practice.

What do you dislike?

My least favorite part about Clio is billing, but it is still very functional despite its shortcomings. I know that there are updates planned though, and until then, we still like the functionality enough that we have never considered other solutions.

Recommendations to others considering the product:

Give Clio a chance! I cannot recommend it enough. For every "quirky" feature or feature that is lacking, there are 10 other features to make up for it. For everything that is offered with Clio, including excellent customer support, Clio is a steal!

What problems are you solving with the product? What benefits have you realized?

Clio is awesome! We pretty much use Clio to solve ALL of our business problems. It's a centralized program that we use for all of our contacts, all of our billing, every legal matter, calendaring appointments for 6 staff members in two locations, tasks to be completed, timekeeping, reporting, and anything else you can think of! Clio really does make my life easier on a daily basis.

Andrew G.
Validated Reviewer
Verified Current User
Review Source
content

"Awesome Case Management Software "

What do you like best?

We like the flexibility and customization options Clio offers. We switched from client profiles a few years ago and never looked back. Clio is the future of our firm and implements cutting edge technology that not only increases our efficiency and saves us time, but also put our firm in a position to grow. We recently started practicing in a new area of law, and our firm was able to start doing this effectively from a case management standpoint with no problem.

What do you dislike?

As I have always said when I review Clio, the only real issue that we have is technical. Sometimes, the Clio servers are experiencing high volume or the document generator is having a technical issue. These types of problems are not common considering the fact that we use Clio all day every day, and I think they would occur regardless of the platform we chose.

Recommendations to others considering the product:

Clio integrates easily with google. We switched our office to a corporate gmail account and drive account. We have no limitations on space and it is cost effective. If you get Clio, I would take a hard look at what google has to offer.

What problems are you solving with the product? What benefits have you realized?

Time savings is a big one. We are constantly refining our procedures, but we can always do that with Clio. We never run into the problem of not being able to implement something due to limitations with our software. The second would be billing. I have been able to "show my attorneys the light" so to speak with the time keeping feature. It is efficient, precise, and easy to use. The last major thing would be mobile access. I use Clio on my phone and mobile devices every day.

Jonas F.
Validated Reviewer
Review Source
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"Clio is the best legal management tool we know"

What do you like best?

With Clio, it is easy to monitor the evolution of each case by organizing sessions and managing personnel calendars. It offers a comfortable management of catering for law firms, and allows to monitor accounts. It is quite customizable in regards to the handling of invoices and expenses. We really liked how well Clio is integrated into different external services unrelated to legal management. It is essential to think about it if you want a better document storage management. Now, Clio has turned out to be an excellent service that provides help at different business levels. Your solutions are precisely what we needed.

What do you dislike?

We do not like its learning service for the end user, as it has not shown us enough useful information about the import and management of contacts. Another problem of Clio is its lack of orientation towards the management of taxes and legal contracts. You can not write checks.

Recommendations to others considering the product:

We recommend it a lot. Clio has made us see the organization of laws in a completely different way. Its ability to index documents has seemed quite useful, and being able to share each file directly to all synchronized devices saves us time. We are satisfied with Clio. The customer service team has been educated, appropriate to use references, and very direct. We are satisfied with the service you have provided us. With regard to prices, these are quite adjustable to the user's pocket depending on the need. The terms contract turned out to be conveniently flexible.

What problems are you solving with the product? What benefits have you realized?

With Clio we have improved our organization of legal cases, problems, testimonies, and even the accounting of trusts. This is a stable platform, which is handled very directly (something essential to make it easy to use) and which allows managing large databases of legal documents.

pablo j.
Validated Reviewer
Review Source
content

"Clio is the best"

What do you like best?

There is much to like about Clio. Your customer service is first class and complete. For example, learning how to manage trusted accounting and creating regular customer bills are critical, time-limited activities. During my first year with Clio, I called customer service at the end of each month, as I found small mistakes I made in billing or accounting. Clio was always willing to guide me patiently through my steps to help me correct my mistakes. Billing and accounting functions are redundant and it is almost impossible to make an error that can not be corrected. The time entry is simple and efficient.

What do you dislike?

Customer service and training videos are excellent, but sometimes it feels like an Easter egg hunt to discover everything you can do. I spent the first 8 months just to keep the time and do the billing. I knew I did other things, but I was not sure what and how. Once I started digging, I was surprised by what I found. He has saved a lot of time and made things a lot easier for a solo lawyer.

Recommendations to others considering the product:

We strongly recommend the use of Clio for its wide performance display in all types of low-end devices, and for its excellent webinar system, with which it is very easy to join the use of the platform in a short time. I joined a company without being familiar with other cloud-based systems, so I do not have much to compare with Clio.

What problems are you solving with the product? What benefits have you realized?

Now, thanks to our use of Clio, we have managed to keep a better track of our testimonies during the cases. The contracts are much better organized than before, as is our accumulation accounting. Clio has helped us solve many problems with the fiduciary accounting of our legal procedures. Thanks to this, we can better manage the tracking of expenses and the management of tasks and courts. Prior to that, it was difficult for us to delegate access controls to the members of the work team.

Carol C.
Validated Reviewer
Review Source
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"Clio an ideal platform for legal professionals"

What do you like best?

It has an excellent staff calendar. Your system for conflict management is very efficient. It gives us the option to track progress and track status. It has reminder function. In the area of ​​law offices, he has fiduciary accounting. Provides a very good catering management.

What do you dislike?

It does not allow billing or forecasts. You do not have an option to do calculation and validation of expenses. You can not do tax management. It also does not have an option that allows contract management. Your customer portal has problems with auto-save. You can not write checks or manage receipts.

Recommendations to others considering the product:

The team of professionals of our company has saved a lot of effort and time of work will go to us in an excellent way using Clio to work. Your cloud store is very reliable, and has large storage capacities. It is also useful for indexing documents. We recommend this software.

What problems are you solving with the product? What benefits have you realized?

Clio takes the lead to other software for legal professionals because it allows us to export our entire list of contacts to independent archives in order to save time, and we think it is something innovative, especially since we can share them directly with all the members of the team. It is also very good for managing calendars.

Dolores S.
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Verified Current User
Review Source
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"Great Customer Service and program"

What do you like best?

I like the customer service center because every time I have called I have never waited more than 5 minutes for my issues to be resolved. The representatives are very knowledgeable of the program. Also, our invoices are very easy to read for our customers.

What do you dislike?

I really don't dislike anything, maybe that just on a few occasions I can't find what I need but then I call and my issue is resolved.

Recommendations to others considering the product:

It is a very easy, friendly and inexpensive program that will make your business run so much better. You won't have to spend so much time trying to figure out how to run the program it is very easy so you can spend less time worrying about your job is correctly done.

What problems are you solving with the product? What benefits have you realized?

Our billing has become extremely easy for us. I am not spending so much time as before.

U
User
Validated Reviewer
Verified Current User
Review Source
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"Personal Injury Paralegal"

What do you like best?

Clio is very user friendly and has a lot of great options for different services. I like that it can be customized to different law firms' needs as well.

What do you dislike?

The plethora of great options that Clio offers are often hard to find or learn how to use. Personally, I catch on quickly, but for the other folks in my office, it has been challenging.

Clio is very much based on the money aspect of a law firm, which can definitely be helpful for many firms, however, I think this should be a customization as well. As a personal injury contingency fee firm, we hardly utilize the billing information, so there is a lot of wasted space. I wish I could customize my dashboard more to what I personally need, versus what the other paralegals in my office may need, etc.

Recommendations to others considering the product:

Utilize the different options; there are many great parts to this application that are underutilized, in my opinion.

What problems are you solving with the product? What benefits have you realized?

I just recently learned that there is a client portal option on Clio. I am really hoping to utilize this to help the support staff in our office save time with clients who call multiple times per week for small updates.

Ana Laura M.
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Verified Current User
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"Very intuitive to use"

What do you like best?

I like how easy it is to keep all the clients organized. It makes it very easy to manage all the client files and/or any type of communication.

What do you dislike?

Thus far there is nothing I dislike about Clio. I think it works great!

Recommendations to others considering the product:

If you are looking for a platform to manage your files, Clio is it! It makes it very easy to manage the case load. You can do everything in one place and that's what is so great about using Clio. I especially like the "communications" and "notes" components of Clio because it makes it super easy to keep track of client communications/records.

What problems are you solving with the product? What benefits have you realized?

We use it at our law clinic and we use it for different types of cases.

HOANG N.
Validated Reviewer
Verified Current User
Review Source
content

"Nice Display and Interaction "

What do you like best?

I can choose how many add-ons fields to be created to support my work. The design looks nice and easy to use. It keeps track of our trust accounting, bills, time, and clients' contact. So I can find everything I need in just one place.

What do you dislike?

It seems like Clio team is still working on the design and there are some updates from time to time. Each time, there are some new changes that we need to take the time to find where is it now.

What problems are you solving with the product? What benefits have you realized?

That this app keeps track of our trust accounting, bills, time, and clients' contact. So I can find everything I need in just one place.

Rachelle O.
Validated Reviewer
Review Source
content

"Your search stops here"

What do you like best?

Customer Service - this company empowers their customer service like no other company out there. Typically in my experience when you reach out to customer service they always have to go to a "higher manager" to try to make things right - not that they ever have to make things right. But with Clio's customer Service you fell like you are talking with senior management. Additionally it seems that most are equipped with a certain level of tech support knowledge to help you overcome minor issues.

What do you dislike?

There really isn't much I don't like. There was a recent change that they made to the way the notes were accessed but customer service was able to help us overcome the issue fairly quickly. Additionally there are still some problems with the way the invoice is structured but it could be that our billing department is not utilizing the billing features as they should be.

Recommendations to others considering the product:

I don't pay the bill for this product, but from what I understand this product is excellent for the cost. They are continuously integrating with other partners to provide the best user experience. As mentioned in previous posts their Customer Service is like no other out there. They are empowered to help so that you are not wasting your time trying to resolved your issues.

What problems are you solving with the product? What benefits have you realized?

We use Clio as our case management software. We are able to track client matters, time and billing all in one place.

UW
User in Writing and Editing
Validated Reviewer
Verified Current User
Review Source
content

"Clio has helped us manage and nurture a large amount of growth in short amount of time."

What do you like best?

Clio is very intuitive and, therefore, easy to use. It make it possible to track cases that will have extremely lengthy periods of inactivity. Clio also makes it easy to assign tasks to others and track the progress of those tasks. It has also made it possible for our firm to open satellite offices and allow people to work remotely while having complete access to a case file.

What do you dislike?

There are not a lot of things I dislike about Clio. If I had to get picky, I would like it if, after you marked a task as complete, you were returned to the place where you left off instead of the first page of your task list.

Recommendations to others considering the product:

Schedule a demo with Clio so they can walk you through their features.

What problems are you solving with the product? What benefits have you realized?

We have increased productivity in our mailings department because they can use templates to send notices to clients. Our accounting team can also produce mass invoices from templates, which has been very helpful. Clio has also allowed multiple attorneys to have access to the entire file simultaneously, which is very helpful in a practice with cases that are pending before multiple agencies.

Shin C.
Validated Reviewer
Verified Current User
Review Source
content

"Versatile, Comprehensive Practice Mgmt"

What do you like best?

Clio comes with a wide array of built-in features which, when properly utilized, effectively addresses most if not all aspects of law practice management (client/matter accounting, file storage and organization, document automation (fantastic), secure channel for sharing documents and other matter resources.

As if that weren't enough, Clio comes with excellent integration potential. That is, the ability to link your Clio account to a number of other 3rd party services.

What do you dislike?

Small gripes: Pricing overall is not bad, but I do feel that the additional features available for the middle-tier "boutique" subscription should be available at the most basic level. But again, even after having to upgrade, I think it's still a great bargain for all the stuff you get even with the additional cost.

What problems are you solving with the product? What benefits have you realized?

Document automation and the ability to sync everything with my G Suite.

Sara M.
Validated Reviewer
Verified Current User
Review Source
content

"Clio goes anywhere and keeps me straight."

What do you like best?

I love that I can make small tasks to break down steps in cases. Also, the records are clear and concise with timekeeping built in. The timekeeping and online payment processing were the cinchers.

What do you dislike?

I wish Clio had a check pay feature and showed account balances in real time.

Recommendations to others considering the product:

Also consider how your bank accounts will connect to clio. Explore the apps as well, especially if you haven't decided on software for other functions.

What problems are you solving with the product? What benefits have you realized?

It is easier to show clients what I have done for them and what I need from them. My record keeping is clear and organized, but I can still fix mistakes. It also helps me keep track of efforts made to contact or bill clients. I can keep smaller tasks in mind while staying focused on legal work.

Courtney Alise L.
Validated Reviewer
Verified Current User
Review Source
content

"Great for Making a Small Firm Feel Well Organized"

What do you like best?

Clio is relatively easy to use and allows small firms to stay up on billing clients, keeping track of client information, etc. Clio has allowed us to have a single service to keep track of our clients and cases.

What do you dislike?

I wish there was a bit more of an opportunity for customization, such as marking a phone number as the individual who the contract is under when that is not the direct client, etc., and I would like to see more customization in the billing section as well.

Recommendations to others considering the product:

Clio is a little difficult to use at first and not completely customizable, but once you get working with it, the program helps organize many different factors of a business.

What problems are you solving with the product? What benefits have you realized?

My small firm did not have any sort of one stop shop for all of its client information. This is revolutionizing our abilities as a firm.

UL
User in Legal Services
Validated Reviewer
Verified Current User
Review Source
content

"CLIO is the best alternative for the solo practitioner"

What do you like best?

Small-firm lawyers only spend 61% of their time practicing law. For solos, that number is 55%. Fully 21% of your time goes to managing your firm and administration. CLIO can help you cut the time you spend on administrative tasks and help you (and your clients) get more value out of your time.

What do you dislike?

I don't like the fact that the system is not intuitive. I would also like a better integration with Google and Apple applications. I would love a file management system like Google Drive integrated in the system. The current system is hard to use. There is a lot of self-training that I need to invest.

Recommendations to others considering the product:

With the exception of billing features, Clio is probably a better case management system than MyCase. If you have a lot of clients, or very complicated matters, and you’ve got billing mostly under control, Clio can be an excellent option. My case’s billing is better. Keep in mind that billing and other comparable features cost extra with Clio. If you need help streamlining your billing, accounting, and reporting, MyCase is a great option. And many find it very easy to use. If you want a more robust case management system but you have billing mostly under control, you should go with Clio.

What problems are you solving with the product? What benefits have you realized?

When it comes to integrations, Clio is the clear winner out of any other alternative. I especially like how it works seamlessly with LawPay.

Gary H.
Validated Reviewer
Review Source
content

"Clio Is indispensable to my solo practice"

What do you like best?

Clio has knowledgeable support people at their help desk. When I implemented Clio over 3 years ago, I would call Clio Help several times a month to address issues dealing mostly with trust accounting and billing. I am a family law practitioner so trust accounting and bill generation is critical. Clio has a seamless comprehensive approach to creating fee bills, accepting payments and maintaining client trust account balances. Clio provides flexibility to custom craft the fee bills and it is almost impossible to make a mistake that cannot be fixed. My fee bills are accurate and sharp; there is maximum ability to edit fee bills before final approval. Clio provides a variety of reports including work in progress and individual client statement of accounts. It is super easy to enter time and expenses. I also feel secure that Clio is on the cutting edge of technology and the platform is routinely adding new features to make comprehensive case management easy. The client portal, for example is a key selling point. So is the use of third party applications like lawpay or indexing Outlook emails.

What do you dislike?

There is nothing I can find to complain about with respect to Clio. It is priced fairly and easy to add and subtract users.

Recommendations to others considering the product:

There is no better comprehensive litigation management program on the market. To demonstrate Clio's commitment to their platform, take a look at their annual meeting. The agenda items show that Clio is planning for the future. This gives me assurances that my investment in time to learn the platform is worth the effort. On another note, Clio is very easy to use and learn on the fly. As you run into something that you can't figure out, a ten minute phone call to Clio Help Desk will solve your problem and teach you how to avoid this problem in the future. There is no need for any outside consultants or specialized training. Clio has all the learning items on video and online - or, you can always secure a friendly, confident, and capable support person to help you through any problems.

What problems are you solving with the product? What benefits have you realized?

Key for my practice is the entry of time; the ability to edit these time entries and then to coordinate the trust accounting features that show up on the client fee bills. I use the work in progress report and account receivables report to manage my work flow.

Kendra B.
Validated Reviewer
Review Source
content

"Law student review of clio"

What do you like best?

This is such an easy software to use in so many different ways; one of the best features of this software is how accessible it is to track/log every task you do. As attorney, it’s critical to log all of your minutes that are billable, and it honestly gets confusing sometimes. So with this software, the confusion is taken out of it and makes billing simple!

What do you dislike?

The only dislike is that sometimes I felt like I would be adding one piece of information to a clients file and it wouldn’t add to the entire file, just that one section m.

What problems are you solving with the product? What benefits have you realized?

This is great software to help keep track of clients, the task that you complete with that client. It solves the issue of keeping everything critical in one place!

Jason R.
Validated Reviewer
Verified Current User
Review Source
content

"Pretty good for now, hope to see lots of growth in the future"

What do you like best?

Excellent for time entry and tracking - gives you a great many places and ways to log time so that you're less likely to miss out on tracking and billing opportunities. Good availability for cloud storage - would like to see some growth in how files can be managed once they're in Clio. Billing seems to be a snap. I like the document versioning, though I'd like to see it work a little bit more seamlessly. Ideally I'd like to be able to open up a document by clicking on it in Clio, have it open up in Word, edit it and save it and have it pop onto Clio on its own with no further interaction from my end. Not there now, but perhaps (hopefully?) someday.

Like the iOS app - great for entering time, good for entering voice memos.

What do you dislike?

The Quickbooks integration can be wonky - doesn't always play nicely. Cloud storage can be clunky - would like a click and drag organization solution. Would like to see a better integration with office 365 email, similar to that which exists for gmail. The third party vendor solution is not particularly effective, plus it tacks on a tax for using Office 365 that is not borne by gmail users.

Recommendations to others considering the product:

Not great for collection practices.

What problems are you solving with the product? What benefits have you realized?

Accessibility of information and modernization of document storage, matter management. Huge increase in degree of flexibility - ability to work remotely has gone up exponentially. Really like that I can work from the beach instead of having to be at my desk.

Danielle H.
Validated Reviewer
Verified Current User
Review Source
content

"Great tool - legal tech that actually delivers"

What do you like best?

The best part of Clio is the ease of billing and time tracking. I can create beautiful invoices with a few clicks. Once you get it setup it works very well.

I also like that I can securely share documents with clients by dragging and dropping. The sharing features are helpful.

What do you dislike?

Many of the features are close to perfect but miss some essential things.

1. Flat fee biling - the platform is designed for hourly billing. As an immigration lawyer most of my practice is done via flat fees. There are work arounds, but they are not intuitive.

2. Billing for filing fees - as an immigration lawyer I bill clients for filing fees. These fees are client property and there isn't an easy way to account for this as they go right into my trust account. I have to "write them off" in the Clio platform. It's counter intuitive and seems like a feature that should be there.

3. Lack of integration with google drive - it will create a file structure within google drive (kind of) - mine has been very buggy and frankly not useful. It also doesn't push documents between the Clio files and Google Drive. That would be truly useful, e.g. if a client uploads a document to Clio it automatically ends up in my google drive.

4. Lack of notifications when a client uploads documents to Clio. I have to manually check the firm feed when a client uploads documents.I should be able to get a notification.

5. Inability to see an archive of messages when something is shared. I often write a message to a client when I share a folder, document or bill - there is presently no way for me to see that.

6. I wish there was more customization when looking at a Matter and ability to edit fields without "editing a matter". You can create as many custom fields as your heart desires, which is great. It would be helpful to customize the way a matter looks because the way fields are displayed isn't visually intuitive. It's just in order, which is not wrong, it's just not great.

Recommendations to others considering the product:

It's the best practice management and billing platform I've found. It's legal tech that isn't a bait and switch for un-tech savvy older lawyers. I'm confident as they add features and improve the platform it will only get better. I use it daily.

What problems are you solving with the product? What benefits have you realized?

Effective and efficient billing is the best feature - I can get my bills out to clients quickly. The integration with Law Pay is also great. It helps me get paid faster.

Secure document sharing is also a plus. Dragging and dropping documents is a useful feature - saves time.

Ulisce D.
Validated Reviewer
Verified Current User
Review Source
content

"Excellent client/billing management software"

What do you like best?

The software is very easy to approach and natural to use. It lets you simply and rapidly manage your client list, specific matters and billing.

What do you dislike?

The monthly cost is a little steep, but the pros greatly outweigh the cons.

Recommendations to others considering the product:

If you wish to cut time spent doing administrative tasks instead of billable hours than Clio's what you need.

What problems are you solving with the product? What benefits have you realized?

The follow up on billing is made so easy that it becomes impossible to forget billable hours or expenses. The ease of use regarding the billing experience makes it so you never have to put it back to another day anymore. A couple of clicks and you have a custom invoice ready to send to your client.

Katie W.
Validated Reviewer
Verified Current User
Review Source
content

"Excellent System"

What do you like best?

I really like that you can see everyone's task list and coordinate / communicate so well through the system. If I'm out of the office on a certain day, someone else can reassign my task list to make sure everything still gets done.

What do you dislike?

There are some legal aspects that aren't as helpful. Like, deleting full tasks when a court hearing gets cancelled or rescheduled

Recommendations to others considering the product:

I wish they'd make it easier to suggest recommendations for improving their product.

What problems are you solving with the product? What benefits have you realized?

Communication with everyone in the office! Other programs we've used aren't as versatile for multitasking projects.

JB S.
Validated Reviewer
Review Source
content

"Nope nope nope. Sorry."

What do you like best?

Professional appearance and willing to try to help.

What do you dislike?

Everything else. The service is not as robust as MANY other services that do WAY more things for cheaper. Clio is huge, and I understand that. But people dont seem to understand that they must also buy other things to integrate with Clio. Other types of this software are more robust.

Recommendations to others considering the product:

Note that it is a great product as long as YOU want to do all the work to hook it up with OTHER paid apps to have it do basic things. Nothing was as promised--"oh yes, Clio does XXX". No it doesnt. IT works with another program that you must also pay for.

What problems are you solving with the product? What benefits have you realized?

Didn't solve any problems with Clio.

U
User
Validated Reviewer
Verified Current User
Review Source
content

"Great support staff, but would like more customization with running reports."

What do you like best?

The 24/7 online tech support has been very beneficial for our firm and making the change to a new program. It's very simple to add time and expenses and very easy to set up a new client. I like that it's web-based and can be accessed with a cell phone.

What do you dislike?

Billing and reports. I want to be able to resend invoices in bulk instead of unsharing and sharing each unpaid invoice every moth. I also have add a lot of issues with trying to run accurate reports as far as activities for staff. Clio support has been good with trying to help, but we have yet to come to a solution. Also, need more options with regards to sending past due invoices.

What problems are you solving with the product? What benefits have you realized?

The biggest benefit has been that we are no longer required to use remote access. This has saved us money onserver storage.

UL
User in Law Practice
Validated Reviewer
Verified Current User
Review Source
content

"Small firm? You need Clio."

What do you like best?

Clio has streamlined our processes so much. My favorite part is the task function. It has kept us so much more organized and informed. I don't need to email or go check in with the other paralegal to see if she has completed or is working on a task. I just check the task tab for updates.

What do you dislike?

I don't have any dislikes. I originally would have said that I wish it integrated with Docketbird, but I just found out that it does now!

What problems are you solving with the product? What benefits have you realized?

We're a small firm - 5 employees - so we really needed to streamline our processes. One of our attorneys is a court appointed attorney and we have numerous appearances and other standard pleadings that we must prepare for him each week. What used to take hours to complete now only takes a few minutes with document automation. Clio saves us so much time - time that can now be spent focusing directly on clients.

Samantha S.
Validated Reviewer
Verified Current User
Review Source
content

"Get time back in your firm "

What do you like best?

I love Clio! It has allowed us to take our firm paperless, allows us to work from anywhere, and also allowed us to streamline many of our processes. With the addition of Lexicata and LawPay - we have a smooth running machine!

What do you dislike?

There is very little I dislike about Clio - I know they can add more and do more in the future but the software is invaluable the way it is!

Recommendations to others considering the product:

I would try it! It really is a great piece of software and the customer service team is top notched! There really isn't anything to lose by giving it a shot!

What problems are you solving with the product? What benefits have you realized?

We are able to work from anywhere, have all of our information at a glance, and be much more organized.

AL
Administrator in Law Practice
Validated Reviewer
Verified Current User
Review Source
content

"Long time user"

What do you like best?

Clio has throughout the years continue to grow and meet the needs of my firm. The accounting started as week but it has since changed and even offers LawPay and quickbooks adaptation. It did take me a long time to learn all of the benefits, due to my busy schedule. However, there are video tutorial that helps a lot.

What do you dislike?

The accounting was weak. In the beginning I was met with sorry we are not there yet, we are trying to implement that aspect of accounting. However, it seems that this has corrected itself and we no longer have an issue. My clients do have one concern and that is not being able to pay via the share link, haven’t checked into that yet.

What problems are you solving with the product? What benefits have you realized?

Legal

Melanie A.
Validated Reviewer
Review Source
content

"Good Practice Management Tool"

What do you like best?

You can keep everything in one place: calendar, billing, client info, documents, etc. It's very helpful to have everything organized this way. I can look up a client's contact information and look at notes from our last conference in one place. I can review and manage my billing and see if the last filed document was uploaded and shared with the client.

What do you dislike?

Clio doesn't have a calendaring function where you can link other calendar items together like a chain. For example, if I want to calendar a case management conference, I also want to calendar the date to meet and confer. I would like that to happen automatically, but you have to manually enter each calendar event.

Recommendations to others considering the product:

Definitely have a representative go over the functions with you. It's helpful to have them show you everything. It's a simple set up, but you don't want to miss out on everything it has to offer.

What problems are you solving with the product? What benefits have you realized?

This saves a lot of time and keeps cases organized very well.

UL
User in Legal Services
Validated Reviewer
Verified Current User
Review Source
content

"Helpful"

What do you like best?

It helps our office organize our calendar and keep client information all in one location. It minimizes the amount of other services we need to use. I believe the timekeeping feature is one of the best assets. It allows everyone in the office to keep time, even run a timer, on specific matters throughout the day to ensure that billable time is not lost. We've had a great deal of overall business improvements by using Clio.

What do you dislike?

The calendaring system is too easy to accidentally make a mistake. We've had several instances when an appointment is moved by accident and it is unable to undo the mistake. Many times a simple wrong click of the mouse has moved an appointment or calendared matter from the slot it was in to a new place that cannot be found. Sometimes when adding an appointment, the system places the time on the nearest Sunday by default, which is an odd day of the week for a regular business. I also wish it would improve its connectivity and flow functionality with other programs such as Lexicata, which we also use, to allow for better integration. My employers have also had difficulty with certain aspects of billing when creating invoices for clients.

Recommendations to others considering the product:

The ability to have everything all in one place is the best feature.

What problems are you solving with the product? What benefits have you realized?

We are able to keep all client information in one concise place. We can store documents and keep time all at the same time.

Renee S.
Validated Reviewer
Review Source
content

"Clio Review - Government Attorney's Office "

What do you like best?

Clio is a user friendly, efficient way to store and manage files and client information. We like the ability to access and share Clio files when out of the office. We also appreciate the additional online access to training and resources through Clio.

What do you dislike?

We have no dislikes. We just need to continue to develop additional expertise at using all aspects of Clio. I have some difficulty in getting other programs to connect and work well with Clio, some of this is operator error, I'm sure, but with additional effort on my part and advances Clio is consistently making, I expect this to improve.

Recommendations to others considering the product:

There are many resources within Clio that we have yet to master. In hindsight, before launching our use of it, I would have spent more dedicated time training and learning on the front end. It's so user friendly, it was easy to just jump in and learn as we go, but that prolonged I think, our mastering some of the more intricate aspects of Clio. Good training up front for any users. And continued learning as Clio introduces more functions and capabilities.

What problems are you solving with the product? What benefits have you realized?

Document and matter maintenance. Connectivity and sharing for attorneys that work off site. Clio also provides us with secure cloud storage of files converted from hard copy to electronic format, so our physical storage space needs for hard copy documents is decreased. Clio is also cost effective and we have very few technical issues with it.

Stephanie H.
Validated Reviewer
Verified Current User
Review Source
content

"We started using Clio when we started a new law practice. Looking for "mobile" capability."

What do you like best?

It's in the cloud! No matter where we are, if we have cell service or internet we have our files at our fingertips. It has enabled us to practice anywhere in the state.

What do you dislike?

Changing pre-populated forms can be time consuming. I would like to see the intake portion more customizable, some files all I need is a name, contact info and type of file. 

Recommendations to others considering the product:

Of the many I previewed, ease of use and ability to restrict files makes Clio the top runner for the small practitioner office!

What problems are you solving with the product? What benefits have you realized?

Being able to have entire cases and files in the cloud and available wherever we are, as long as we have internet or cell service.

Thomas S.
Validated Reviewer
Verified Current User
Review Source
content

"Adaptable & Forward-thinking Practice Management Software"

What do you like best?

When we left a national firm to setup a boutique practice, we initially turned to one of the large practice management software providers. After a year of problems with that cumbersome software, we switched to Clio and it's been smooth sailing ever since. The software is cloud-based making it easy to access anywhere. It has a modern design and is very intuitive. It also has a range of features (i.e. timekeeping, calendar, billing, conflict checking etc) so the entire firm will likely benefit from it.

What do you dislike?

There's very little we dislike with Clio, especially as compared to the more traditional practice management tools. There was a bit of work moving our contacts over from our old software to Clio and had to do some manual entry for one contact information field.

Recommendations to others considering the product:

If you're looking to switch software, Clio should absolutely be considered and will likely be near the top of the list of available options. Most important thing to consider though is not how the lawyers will use it, but how staff / bookkeepers will use it for billing. There may be integration issues to consider depending on what accounting tools you use.

What problems are you solving with the product? What benefits have you realized?

Clio makes it easy for us to ensure we capture all our time, move it through to billing, and track receivables. Also as we face a number of tight deadlines, it acts as another layer of protection in ensuring we don't miss anything.

Alicia I.
Validated Reviewer
Verified Current User
Review Source
content

"Doesn't get much better than Clio!"

What do you like best?

I love that it is a robust platform that is constantly evolving into a better product! It has everything that you would want in order to build efficiencies into your practice, from time capturing to managing your docket, to document automation and branding, Clio can do just about everything you would want it to do. And if it can't there are a host of integrations that work with Clio to completely automate managing your practice or time keeping.

What do you dislike?

I don't have a lot that I dislike about Clio. I trust it. It's reliable. It's secure.

Recommendations to others considering the product:

Give it an honest try, explore all of the features, and ask questions! Clio support is always happy to help!

What problems are you solving with the product? What benefits have you realized?

Geographic constraints with having a hard server was the first obstacle that Clio helped us resolved. Now we can practice from anywhere. I can send an invoice from my phone or my MacBook. I can also send a document or bill a phone call or look at my docket. Schedule a meeting find contact information or specific case details that I need. And I don't have to go to different places to do it. I can just log into Clio!

As our practice has grown, Clio has helped make the transition easy! Now it helps me to maximize our efficiencies or identify our inefficiencies by using the reporting features.

AL
Administrator in Law Practice
Validated Reviewer
Verified Current User
Review Source
content

"All in one office in a box!"

What do you like best?

I love all the features but as a manager I love the task feature. I can assign tasks, associate it with a matter to make billing easy, notify the person by email that they have a new task and get notified as soon as the task is complete. I also do weekly task reports so I can monitor if people are not completing task and if it is a workload issue (too many tasks on the task list) or a time management issues (just having issues completing the tasks).

What do you dislike?

We have issues with the sync feature which get annoying but are always easily resolved by out IT techs and rarely require Clio support.

Recommendations to others considering the product:

There are a lot of trainings and webinars, use them to get the most out of the software!

What problems are you solving with the product? What benefits have you realized?

No problems. Benefits are amazing. I have two lawyers and a staff member who are 100% telecommuting employees and they are able to have full access to case files everything they need without having to be in the office or ask someone in the office to get things for them. Works wonderfully.

Ashley D.
Validated Reviewer
Verified Current User
Review Source
content

"Clio is a quick and easy way to track all your billables. "

What do you like best?

I like how simple the product is to user; it’s very user-friendly.

What do you dislike?

The only thing I dislike is how the clients name appears when you’re inputting time. Sometimes it’s hard to see which client you’re billing to.

Recommendations to others considering the product:

Make your billing take 2 min out of your day.

What problems are you solving with the product? What benefits have you realized?

It takes 2 minutes to enter time into the system as opposed to 20. Saving time means I can allocate more time to actual projects and bill more hours in a day.

UL
User in Law Practice
Validated Reviewer
Review Source
content

"Case Management"

What do you like best?

I enjoy having the clients, opposing party, and attorneys all linked to the proper matters. I love saving notes in matters, it’s so much better than relying on a sticky note. The Clio Connect is an interesting concept.

What do you dislike?

I need to have a shared Clio Connect folder send a client an update when I make changes to the folder. Right now, I have to independently email them or send them a Clio message. I’d rather it just shoot them a notification email that says “Paralegal made a change to your folder!” Or be able to send them a note I write myself.

What problems are you solving with the product? What benefits have you realized?

It makes the accounting easier. When people call me to ask what they have in trust and what they owe, it’s as simple as pulling up their matter number. I also like having multiple matters assigned to one contact.

UE
User in Education Management
Validated Reviewer
Review Source
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"Clio is great for law firm management!"

What do you like best?

I like that Clio has the ability to organize clients and cases, as well as important contacts. In one system, you can track your time, communications and tasks. I like the timer capabilities to track time so that you don't have to specifically keep an eye on the clock or estimate time.

What do you dislike?

I dislike that Clio does not directly integrate with all Microsoft programs. It would be nice if there was an ability to set prioritization of tasks, that way employees have the ability to see which tasks are most important to complete first. It would also be helpful if completed tasks were tracked, so that lawyers can track the task productivity of their employees.

Recommendations to others considering the product:

Clio is a great program for law firms of all sizes! It will integrate with Google and social networking sites. It also helps that Clio provides an app that can be used on cell phones and iPads, for meetings or travel.

What problems are you solving with the product? What benefits have you realized?

I am able to solve the problems of case organization and task distribution. I have realized the benefits of Clio's ability to keep all important information in one system.

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