About Clio

Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra. Lawyers can access and manage their work in one central system - with matters, contacts, documents, billing, payments, and everything you need in one place. Schedule a live demo to learn more. Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments. The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account. The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more. The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.
Clio Software - 1
Clio Software - Comprehensive case management, advanced document management, & faster billing.
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily.
Clio Software - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients.
Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds.
Clio Software - Stay organized, and manage your cases—from anywhere, anytime. Our case management functionality ensures every detail from every matter is captured.
Clio video
Clio Software - 1 - thumbnail
Clio Software - Comprehensive case management, advanced document management, & faster billing. - thumbnail
Clio Software - Generate bills in one click. Spend less time on time and expense tracking, review bills faster, and share client invoices easily. - thumbnail
Clio Software - Clio’s cloud-based client intake and legal client relationship management (CRM) software transforms the way your firm attracts and retains prospective clients. - thumbnail
Clio Software - Manage client funds in trust accounts with our legal accounting software. Keep detailed records that separate client funds from your firm’s operating funds. - thumbnail

Clio pricing

Clio does not have a free version but does offer a free trial. Clio paid version starts at £49.00/month.

Starting Price:
£49.00/month
Free Version:
No
Free trial:
Yes

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Clio Reviews for UK Users

Feature rating

Value for Money
4.6
Functionality
4.5
Ease of Use
4.6
Customer Support
4.7
5 reviews of 1,591 View all reviews
Stephen
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 06/07/2019

Fantastic Practice Management Solution

Pros

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Cons

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Steven
  • Industry: Automotive
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 23/01/2024

Clio has changed my business model

First thing first. Clio's customer and technical support is top notch. They are excellent at getting you started and set up. It only takes a few clicks to get connected to support and once you are connected it is secured using your support code. Clio has helped generate and speed up my intake, processing and document creation dramatically compared to where I was before.

Pros

Having my client information, cases, documents, templates and invoicing under one system is a dream come true.

Cons

I wish Clio had more in-house created integrations with apps versus using services like Zapier to make the connections and send data from apps or services to Clio. Zapier can be very clumsy and if something gets updated in Clio's software you sometimes have to rebuild the Zapier.

Alternatives Considered

CaseFox

Reasons for Choosing Clio

It all started with Keap not being able to send text messages anymore. That got me looking at other services. I had watched several videos on Clio a few years back but decided to go the cheaper route with another case management service which ended up not having near as many options inside the system. Clio was the perfect answer to having everything under one roof.

Switched From

Keap

Reasons for Switching to Clio

Clio has more features and better support.
Dawn
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Features
2
Ease of Use
1
Customer Support
1

1
Reviewed on 25/01/2024

I love CLIO

I am very happy with CLIO. I find it to be quite intuitive

Pros

I like how easy it is to use CLIO (including CLIO Grow) from pre-client stage to setting up files, to timekeeping, to invoicing. It is pretty much seamless. I also really like the service I receive when I have questions.

Cons

I have trouble organizing the custom fields. I still have not figured this out.

Markell
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/12/2023

Easy Peasy

We really have benefitted from our switch to Clio: we are able to track files better, share calendars better, and invoices don't get forgotten anymore.

Pros

We love the invoicing the most - we are sure we have re-captured getting paid for many files we used to not be able to track and get paid for. Now we can send an invoice online and get paid online too. Making a bill is quick and easy, and our staff even thinks fun!

Cons

We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to attach files to emails, so we didn't end up doing this. Also, when sending an email from Clio, I would prefer that it auto-saves it to the Clio file.

Alternatives Considered

MyCase

Reasons for Choosing Clio

Amicus was "clunky" - it was not cloud based, didn't connect with our cell phones (so we couldn't see our calendar), and document management and billing was not easy.

Switched From

Amicus Attorney

Reasons for Switching to Clio

The look of the software was very clean and we loved the ability to code different types of events on our calendar by color, that is how we organize our files. It was intuitive and easy to use, while not offering an overwhelming number of services we didn't need.
Jade
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
4

5
Reviewed on 23/01/2024

Great for Canadian Immigration practitioners

I've had a good experience overall with CLIO.

Pros

I looked at several case management systems for my immigration practice, it really checked all the boxes when it came to intake, client invoicing, and helping my remote team stay organized.

Cons

I don't have a lot to complain about, it is not a cheap solution so the pricing is high.

Alternatives Considered

CaseEasy

Reasons for Switching to Clio

I liked that Clio organized the cases and integrated with Google drive and dropbox

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