Clio

CLIO for Efficiency

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!

Clio Power House

Comments: We've been a User since 2010 and Clio has evolved throughout the years to meet our needs with the age of modern technology especially and advances out on the market. This allows us to meet our Client's expectations and bill them accordingly. Using the templates and workflows allows you to be more efficient with your day to day.

Pros:

Extremely user friendly. You can tailor the platform to meet your firms particular needs regarding your area of practice.

Cons:

Duplicate Contacts when logging emails. I believe that is being fixed.

Alternatives Considered: Litify

Reasons for Switching to Clio: The product met the needs we were looking for in being able to have it all in one platform

Clio—good but not great.

Comments: Overall, I like clio but needs too many expensive integrations to do everything I need.

Pros:

Lots on integrations with third party software. Program is relatively easy to use, and support is good.

Cons:

Did not have integrated passive time tracking and document automation.

Stonewalled by tech support.

Comments: It can be slow in spite of our high-speed Internet, they changed the names of their pricing levels and then pushed his into a low pricing level so they don't have to provide us with certain product upgrades (the old switcheroo!), and tech-support stonewalls us.

Pros:

It's one of the more widely used software so if you're hiring new legal staff, they might have had some exposure to it. At times they can be responsive to requests make helpful changes to the product but mostly, you get stonewalled.

Cons:

Well, there are several things. We have to pay for an extra license for our bookkeeper to use the product and other software companies don't do that -it's a hidden cost. Necessary product upgrades take long with Clio and some functionality is lacking For example, Clio was far behind the competition to include an effective client portal (they started with one that was not user-friendly at all) and although they are making improvements with it, it's still is not up to par and its functionality compared to other case management software systems. We paid extra for use of their CRM called Clio Grow and its a primitive software compared to Salesforce, Hubs, monday sale CRM, pipedrive, etc. It lacks functionality like texting your potential clients. It only partially integrates with the case management portion of Clio. Worst of all, after setting up a document template in Clio Grow for client intake with our office (30 people), Clio restricted some of the functionality of that document making it even more awkward, to the point where it's unusable for us. It would've been simple to fix it and change the functionality back to the way it was just a few days ago but, I got stonewalled. No one's responding.

Clio Exceeds Our Expectations Every Time

Comments: Switching over to Clio was one of the best decisions our law firm ever made.

Pros:

Clio is very user friendly. The company is extremely responsive to client input with regards to product enhancements.

Cons:

I honestly cannot think of anything I don’t like.

Do yourself a favor: sign up with Clio! You will not regret it.

Comments: We are never going back to other platforms. Other "attorney centric" solutions for document management, client relationship management, timekeeping and billing are LESS intuitive and MORE expensive.

Pros:

Clio is intuitive and provides excellent document management, client relationship management, timekeeping and billing all in one platform for a reasonable price with no long term commitments.

Cons:

On occasion Clio will have glitches - connectivity issues. When that happens, we're at a standstill. Fortunately, it doesn't occur often, and when it does it is short lived.

Alternatives Considered: Tabs3

Reasons for Choosing Clio: Abacus was expensive and cumbersome and required long term commitment.

Switched From: Abacus Private Cloud

Reasons for Switching to Clio: Abacus was expensive and cumbersome and required long term commitment. Billing was a CHORE.

Switching from PC Law to Clio

Comments: Our experience with Clio has been excellent. Their entire team is responsive, they outsourced the data transfer to some excellent referrals also making the transition easier than anticipated

Pros:

Customer service is extremely helpful and responsive, our representative is also very responsive and knowledgeable. Programs are fairly easy to use. Transition from previous software was easier than anticipated

Cons:

We have a different way of inputting payments so it was a bit cumbersome but we have now learned how to work around these issues

Alternatives Considered: Centerbase

Reasons for Choosing Clio: PC Law's customer support deteriorated, and they were not as reliable

Switched From: PCLaw

Reasons for Switching to Clio: customer support, price, delivery, ratings

Clio is the best

Comments: Excellent. Support is always available and help you with the different products to enhance your legal representation of clients.

Pros:

Can access my client's files from anywhere safely and securely.

Cons:

Not connected to electronic filing system in my state.

Alternatives Considered: MyCase

Reasons for Switching to Clio: Easier to use and more features. Ability to communicate with clients.

Great but needs some improvements

Comments: We have been using Clio extensively since

Pros:

The user interface is very intuitive and easy to use.

Cons:

The Tasks and Messaging could be more robust in Clio Manage and the phone app needs to better resemble the desktop version.

Alternatives Considered: Rocket Matter

Reasons for Choosing Clio: Needed something more integrated and will more features.

Switched From: 4D Developer Standard

Reasons for Switching to Clio: The user interface was more intuitive and our bar association had a discount on Clio

Ease of running a law practice

Comments: So far, my overall experience has been great. Customer service is always willing to assist.

Pros:

The ease of use and the integrations with third party software

Cons:

The cost per user compared to other legal case management software.

Alternatives Considered: MyCase and Smokeball

Reasons for Switching to Clio: I was more familiar with using Clio; the ease of use. The ability to integrate with third party software

Clio has changed my business model

Comments: 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.

Easy Peasy

Comments: 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: Zola and 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.

Couldn't Live Without Clio Manage and Clio Grow

Comments: Excellent. I highly recommend Clio and it is worth the cost. I also appreciate the ongoing CLE opportunities, some of which are free.

Pros:

Clio helped me hit the ground running when I opened my solo practice. Nearly every feature is user intuitive, and I have already been delighted to see Clio continue to upgrade its services in the two years I have used them. I couldn't survive (i.e. stay organized) without all of its features, billing, document e-signature service, and access to its partner, Proof for service of process.

Cons:

Initially I was disappointed that Clio Grow and Clio Manage didn't "talk" to one another. I love Clio Grow to keep track of leads and potential clients, and I like the ability to transfer a file over to Clio Manage. I didn't like that they weren't truly in sync. However, Clio has worked to solve that pet peeve and is continuing to make improvements.

Alternatives Considered: MyCase

Reasons for Choosing Clio: No access to government system when opened own practice

Switched From: Odyssey Management System

Reasons for Switching to Clio: I was impressed by their sales presentation, the ability to track payments in the trust account and operating account, and it was highly recommended by a colleague I trust. She was not wrong. When another colleague opened her practice next door, I recommended Clio and she also loves it.

Clio is a great tool

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.

A fantastic legal ops product!

Comments: I've had a great run with Clio. It's packed with features that make my legal work a lot smoother, especially with all the docketing and billing. Plus, their support team is very helpful. It's been a game changer for the firm!

Pros:

Clio simplifies docketing, billing and keeping client files organized, offering streamlined processes and automation that significantly reduce administrative overhead.

Cons:

My least favorite aspect of Clio is the separation between Clio Manage and Clio Grow. These platforms offer complementary features essential for client file management and intake processes, yet their division necessitates two separate subscriptions. This separation not only increases costs but also complicates what could be a more streamlined workflow.

Alternatives Considered: Lawyaw

Reasons for Switching to Clio: There were more third party recommendations for clio

Get It. It's Literally A Lifesaver.

Comments: Great! The people and the organization are great, and they're constantly giving as a company. They give you resources on accounting, technology, business building, client management, time management, everything you can think of to run a business as an attorney. There are SO many things you can do with Clio, I'm just scratching the surface. And they're still improving and adding more things on! It really is the best thing in the world for what you're paying. I 110% recommend Clio to any attorney in the world; it's the best thing since sliced bread, and it's truly a lifesaver.

Pros:

Easy to Use, Does literally everything I can want as an attorney. Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc). Very quick response time from their tech support, and most of the people are very nice and courteous even if they can't help you with what you want. The fact that they continuously update, make changes, and add features that we either wanted or didn't know we wanted until now, especially for such a low monthly price.

Cons:

The aesthetics of some of the features. Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite understand as a lay person haha), but these can likely be solved by talking to tech support. Some of the tech support people aren't that helpful, or will refer you to call their hotline so they can set up a Zoom call so you can share your screen and they can see the problem, which takes a whole lot longer than I would like. But generally they do solve the problem pretty easily.

Clio: Great for what you need

Comments: Clio is a great, basic legal site that provides most of what you need. Very easy to use, the scheduling features are top-notch, and they have the best customer service I've ever seen. Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates.

Pros:

- Clean layout - Straight-forward interface - Friendly Customer Service

Cons:

- Basic Billing tab - Too many Eservice fees - Not enough features

Over five years with Clio and extremely satisfied

Comments: Overall, I have been extremely pleased with my experience using Clio.

Pros:

Clio is intuitive and greatly assists me in managing my firm. The dashboard is organized in such a way that I can easily track overall firm finances and open matters. Additionally, the ability to create tasks and sync Clio with my firm's Microsoft account expands the functionality of the product.

Cons:

I really do not have any complaints about Clio. When I attempted to use Clio Grow, I simply did not have the time to create the templates that are designed to make the product more valuable to client intake.

Couldn't Practice Without It

Comments: I've used Clio for years and couldn't operate my practice without it. As a solo it allows me to manage my firm without needing much extra admin assistance.

Pros:

I love how easy Clio makes it to do nearly all of my day-to-day practice management from invoicing to trust accounting. The calendaring / court rules and document automation is also great.

Cons:

I didn't love that they increased the processing fee for Clio Payments not very long after I signed up for it. They did agree to freeze the rate for a few months until it goes up, but I was disappointed they increased it in the first place.

I can't imagine practicing without it.

Comments: Signing up for Clio is probably the best business decision I've ever made.

Pros:

It makes running my law office a breeze. I can't imagine practicing without it.

Cons:

I honestly can't think of anything I would change about it.

LOVE the ease of use

Comments: I love it and I tell everyone I talk to how easy it is to use.

Pros:

User friendly from the calendar, to reports, to billing and client details.

Cons:

Looking for more customization when creating matters

Clio for Law Practice Management

Comments: Excellent. I have no real issues with the product, which is actually a great compliment. If you are thinking about your practice management tools, it probably means they are not working as well as they should.

Pros:

Ease of use and reliability. Entering time is the bane of every lawyers existence. This makes it about as easy as it’s going to get.

Cons:

No real downsides. The only area I can think of which might be improved is the ease of entering contact information for multiple clients on the same matter.

Extremely helpful for those firms who can maximize it's potential

Comments: It has become central to our firm's practice. It's great.

Pros:

Comprehensive and ease of use. It's ability to do drafting templates and communicate seamlessly with the clients. Also, customer support is excellent.

Cons:

Some of the services are not as intuitive as some staff would like, especially older staff.

No One Got Fired for Using the Market Leader

Pros:

Integrations with every major legal techonology. Bascially the hub of our legal tech stack with the other products being spokes. Love the community and Cliocon. Always looking to see if competitors have improved enough to consider leaving - they have not.

Cons:

No legal CRM is perfect. It's the least worst option but have noticed a change in their focus to upselling. There has been little improvement or development on main Clio program for base users - all new features are being pushed non-step in atttempt to increase revenue per user. Need to use Fasterlaw to get the most out of Clio on windows.

Alternatives Considered: PCLaw, CosmoLex and Rocket Matter

Great Experience

Comments: We had a fantastic experience with Clio, and they're a great company.

Pros:

Customer service is amazing. Whenever you need someone, they're always there to help out.

Cons:

Personal injury is a unique area of law that requires special features, and Clio could improve in this area