Clio Logo
Clio Logo
Clio

Clio

Composite Score
7.6 /10
CX Score
7.9 /10
Category
Clio
7.6 /10

What is Clio?

We're the most comprehensive, yet easy-to-use cloud-based law practice management software. Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

Company Details


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Clio Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Clio.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

89 Likeliness to Recommend

92 Plan to Renew

89 Satisfaction of Cost Relative to Value


Emotional Footprint Overview

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Emotional Footprint Overview

Product Experience:
92%
Negotiation and Contract:
92%
Conflict Resolution:
91%
Strategy & Innovation:
98%
Service Experience:
94%

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+94 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Clio?

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0% Negative
0% Neutral
100% Positive

Pros

  • Helps Innovate
  • Continually Improving Product
  • Respectful
  • Includes Product Enhancements

Feature Ratings

Average 83

Billing

91

Calendaring

86

Email Management

85

Accounting and Financial Management

84

Document Management

84

Tasks and Workflow Management

83

Conflict Management

82

Time Management

81

Reporting Components

80

Case Management

80

Contact Management

76

Vendor Capability Ratings

Average 84

Breadth of Features

91

Quality of Features

88

Ease of Implementation

86

Business Value Created

86

Vendor Support

86

Availability and Quality of Training

84

Ease of Data Integration

84

Product Strategy and Rate of Improvement

82

Ease of Customization

82

Usability and Intuitiveness

81

Ease of IT Administration

80

Clio Reviews

Angel W.

  • Role: Sales Marketing
  • Industry: Other
  • Involvement: IT Leader or Manager
Validated Review
Verified Reviewer

Submitted Dec 2022

The future of cloud computing in legal industry

Likeliness to Recommend

10 /10

What differentiates Clio from other similar products?

Clio has an intuitive design, is highly customizable and integrates easily with the tools we use every day, including Office and WealthCounsel. Clio allows us to expand our practice and handle a large volume of clients. The custom fields are extremely beneficial and allow us to track our cases in unique ways.

What is your favorite aspect of this product?

I like the notifications that offer support and training for new options and/or updates within Clio. I like being able to select certain calendars to view at one time or several at once if needed. There is no need to constantly print documents. The electronic signature feature helps me make transactions much easier and faster.

What do you dislike most about this product?

No restoration of your organization's work if a dishonest employee deletes it or accidentally deletes it without bad intentions.

What recommendations would you give to someone considering this product?

It allows me to put everything in one place, from intake to custom fields, all communications, document intake, calendar and scheduling and billing, it is my literal lifeline for my law practice. I can task items to my staff and monitor our performance indicators.

Pros

  • Reliable
  • Performance Enhancing
  • Unique Features
  • Caring

Jarold M.

  • Role: Sales Marketing
  • Industry: Other
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Nov 2022

This software has all functions in one place

Likeliness to Recommend

9 /10

What differentiates Clio from other similar products?

The Clio platform does not claim to be a closed, proprietary system. Instead, it forms the basis for daily lead, customer, time, document and billing management, complemented by nearly 200 third-party integrations, with new offerings coming online every month. Clio offers unlimited cloud storage and IOS/Android apps that make all your company information, customers and documents available 24/7. It's incredibly easy to use and easy to learn. I use virtually every aspect of the software on a daily basis and have been using it for over 10 years.

What is your favorite aspect of this product?

Timeslips integration was easy. Integration with Law Pay was also simple and LawPay is the best part of the program. Clio offers almost complete case and lead management services. Their support staff is responsive and if you engage them in a conversation about your firm's needs, they are eager to listen and learn. Since I started using it, Clio has steadily expanded their offerings which are a real value add. Their annual conference is a great networking and learning event.

What do you dislike most about this product?

Some of the features are confusing. Sometimes the way I format my subject columns changes and I have to reformat them from time to time. Also, I'm not sure how the issues are sorted in my open and closed issues, so I have to search for them, which is not as fast as I would like.

What recommendations would you give to someone considering this product?

It is easy to use and well thought out, it has many features, it integrates with many other software programs, it has very few bugs/bugs, the Clio team is great to work with, they are constantly improving the product, there are many Clio users, so lots of opportunities to collaborate.

Pros

  • Reliable
  • Performance Enhancing
  • Saves Time
  • Respectful

Adrian Eli B.

  • Role: Sales Marketing
  • Industry: Other
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Nov 2022

Clio allows extensive organization

Likeliness to Recommend

10 /10

What differentiates Clio from other similar products?

Clio has developed a faster, more accurate and affordable solution for legal aid attorneys; you don't need to rush to prepare your legal presence billing for upload to the CWA portal at the end of the month. Clio's matter management and billing features for legal aid attorneys and are designed to save hours, even days, in the legal aid billing process.

What is your favorite aspect of this product?

Built-in notifications ensure you'll never beat free legal aid again. Easy-to-read dashboards also mean you'll never miss an opportunity to request breakout rates and you can clearly see when to move a matter to the next stage. It is being used as an all-access tool.

What do you dislike most about this product?

The level of spam protection in the website form interface needs to be improved, there are regular issues that cause delays in loading time and document creation.

What recommendations would you give to someone considering this product?

In the past, invoicing could take days, but with Clio, legal assistance invoicing is much easier. Edit, store and organize your legal documents and matter communications securely from anywhere, Clio's customer service is fast and always helpful, tracking client fees and expenses is easy in Clio, and most of the desired financial reports can be found in Clio.

Pros

  • Helps Innovate
  • Reliable
  • Respectful
  • Client Friendly Policies