Clio

Canada HQFounded 2008

Deployment

Web-basediPhone/iPadAndroid

Best for

SmallMediumLargeFreelancer

Overview

About Clio

Access and manage your work in one central system with your matters, contacts, billing, and everything you need in one place. Clio’s comprehensive legal practice management features make managing your firm’s day-to-day operations easier, faster, and more efficient. Clio features include client intake, CRM, time tracking, document management, billing and invoicing, online payments, calendar management, secure client communications, and more.

At a glance

Software information

Industries served, licensing and the support Clio provides.

Industries

  • Law-enforcement
  • Law-practice
  • Legal-services

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Quote Based
  • Free trial

Support

  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Blogs
  • Webinars
  • Case Studies
  • Video
Languages (1)
English

Review analytics

What customers report

4.0
Based on 1 verified review
Ease of use4.0
Features & functionality4.5
Customer support5.0
Value for money4.5
Integrations4.0

What users say

Review Analytics of Clio

Every review is verified through Goodfirms before it's published.

4.01 Verified Review
Ease of use4.0
Features & functionality4.5
Customer support5.0
Value for money4.5
Integrations4.0
Detailed Reviews of Clio
Sort ByWrite a Review
Jessica Anvar, Esq., Founder and Managing Partner at Lemon Law ExpertsVerified Review
Posted on Mar 16, 2022

“Having all the attractive and useful features in one makes me feel blessed to have this tool”

Overall rating4.0
Ease of use4.0
Features & functionality4.5
Customer support5.0
Value for money4.5
Integrations4.0

My firm currently uses Clio for Calendaring. One of the biggest pros of using Clio is the ability to use one platform for client management, document management, bill management, task management, time tracking, and Calendaring. Having all this information on one platform not only helps us to stay organized, but it directly increases our team’s productivity. Clio allows us to save time by having many of the features we need in one place. Additionally, Clio integrates rather well with most software. The main con we have experienced while using Clio is that you must be aware of your schedule, as the platform will not notify you of any scheduling conflicts.

Capabilities

Clio features

The full feature set, grouped by module.

Legal Case Management Software

  • Billing & Invoicing
  • Calendar Management
  • Client Management
  • Contract Management
  • Document Management
  • Email Management
  • Expense Tracking
  • Task Management
  • Trust Accounting

Law Practice Management Software

  • Billing & Invoicing
  • Calendar Management
  • Client Portal
  • Contract Management
  • Document Management
  • Email Management
  • Legal Case Management
  • Time Tracking
  • Trust Accounting

Legal Calendar Software

  • Audit Trail
  • Billing
  • Case Defined Timekeepers
  • Completion Tracking
  • Conflict Management
  • Document Management
  • Multi-Office
  • Reminders
  • Staff Calendar
  • Status Tracking
  • Task Management

Bankruptcy Software

  • Calendar management
  • Case Management
  • Client Management
  • Document Management
  • Electronic Filing
  • Forms Automation
  • Legal Forms Library
  • Time Tracking

Accounting Practice Management Software

  • Billing & Invoicing
  • Client Management
  • Document Management
  • Reporting & Analytics
  • Staff Management
  • Task Management
  • Workflow Management

Plans

Clio pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription, Quote Based
Preferred Currency
USD ($)
Free Trial
7 Days
Standard$49 / month

Media

Screenshots & video

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