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

Alexander A.

  • Role: Sales Marketing
  • Industry: Other
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Oct 2022

Clio is the best data migration tool on the market

Likeliness to Recommend

9 /10

What differentiates Clio from other similar products?

Clio overall has more Pros than Cons, it has made our billing reliable and secure with our clients, it is much more efficient with a premium plan and has allowed us to add billable hours to projects, which we could not do before and had to bill several times per client.

What is your favorite aspect of this product?

Clio offers enough tools and features to improve the management and performance of queries made for any small or medium business. It has too many integrations which allows us to be up to date with everything. It is an important part of the business development of our product and Clio always makes us go one step ahead of our competition.

What do you dislike most about this product?

You need advanced configurations to be able to automate everything, Clio gives us reliability and growth, but it takes a lot of training to achieve the goal. It leaves a lot of gaps and shortcomings in the long run, but we can adapt with experience using Clio.

What recommendations would you give to someone considering this product?

Clio is feature-rich, which means it has the power to do a lot, customizing it to your company's needs. However, essential remote work functions such as text messaging, video chat, etc. are still missing within the platform.

Pros

  • Reliable
  • Respectful
  • Fair
  • Altruistic

María José P.

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

Submitted Feb 2022

Clio an expert ally for your company

Likeliness to Recommend

10 /10

What differentiates Clio from other similar products?

We use Clio as a tool for the organization of a mini-company. This system allows us to guide us in the basic functions that every entrepreneur should have such as managing legal documents, sending mass messages to different contacts and making a calendar with all the events and objectives of the brand.

What is your favorite aspect of this product?

Thanks to this tool our startup process is summarized in a few simple steps a day keeping our status updated, Clio is complemented with other text and numbers applications which facilitates the integration of official documents of each company allowing us to see results in real time.

What do you dislike most about this product?

The workspace can sometimes be disorganized, this is an action that depends on the person who is operating it. The search system sometimes fails when you need to find a file of a specific day.

What recommendations would you give to someone considering this product?

With Clio you save time in many legal and accounting processes, it is important that the system can update its specific search system. In this platform many client data such as name and signatures need to be more protected. Unify more document formats to the system would be key for a good user administration.

Pros

  • Continually Improving Product
  • Reliable
  • Unique Features
  • Efficient Service

Andrew A.

  • Role: C-Level
  • Industry: Other
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2021

Easy to use product to manage your law firm

Likeliness to Recommend

10 /10

What differentiates Clio from other similar products?

It's easy to use and set up and has an excellent client portal.

What is your favorite aspect of this product?

The client portal and the ability to securely share documents with clients.

What do you dislike most about this product?

The task management system doesn't fit with the way I manage tasks.

What recommendations would you give to someone considering this product?

Try it out for a few days and dig into the features and you'll probably find it's right for your law firm.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing