Clio Customer Reviews 2024 | SoftwareReviews

Clio

Composite Score

7.8 /10

CX Score

8.2 /10

22 Reviews Write a Review

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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

91 Plan to Renew

91 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

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.

+93 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?

0% Negative

0% Neutral

100% Positive

Pros

Helps Innovate
Continually Improving Product
Respectful
Includes Product Enhancements

Feature Ratings

Average 83

Billing

Calendaring

Email Management

Accounting and Financial Management

Document Management

Conflict Management

Time Management

Reporting Components

Case Management

Tasks and Workflow Management

Contact Management

Vendor Capability Ratings

Average 85

Breadth of Features

Ease of Implementation

Business Value Created

Vendor Support

Quality of Features

Availability and Quality of Training

Ease of Data Integration

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Ease of IT Administration

Ease of Customization

Clio Reviews

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

Mitali C.

Role: Industry Specific Role
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jul 2021

Value for money, Fantastic peoduct

Likeliness to Recommend

9 /10

What differentiates Clio from other similar products?

its features.

What is your favorite aspect of this product?

Time capturing

What do you dislike most about this product?

Perfect product, nothing to dislike

What recommendations would you give to someone considering this product?

Go for it, you wont be disappointed

Pros

Reliable
Performance Enhancing
Enables Productivity
Unique Features

Clio

What is Clio?

Company Details

Need Assistance?

Clio Ratings

89 Likeliness to Recommend

91 Plan to Renew

91 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love Clio?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Billing Includes invoice management, time capture, and expense tracking.

Calendaring Includes deadlines, appointments, client and court scheduling, and docketing.

Email Management Includes email notifications and alerts, email monitoring, and response management.

Accounting and Financial Management Includes accounting and finance functions such as general ledger, accounts payable, and accounts receivable.

Document Management Includes features such as check-in/check-out and versioning controls on documents and artifacts.

Conflict Management Includes case conflict checking, client list conflict management, conflict searching tools, and conflict resolution.

Time Management Includes time tracking or recording, automatic timer, and timesheets.

Reporting Components Lightweight controls and components that are easily embeddable and reusable. Integration with common apps such as Word, Excel, etc.

Case Management The solution provides the ability to create, manage, annotate, route and close service (or other cases). Claims resolution tracking.

Tasks and Workflow Management Includes the ability to assign tasks to project personnel and automate workflow between users with control points and sign-offs.

Contact Management Includes legal CRM, case and client history, and client portals.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Clio Reviews

María José P.

Clio an expert ally for your company

Likeliness to Recommend

Pros

Andrew A.

Easy to use product to manage your law firm

Likeliness to Recommend

Pros

Mitali C.

Value for money, Fantastic peoduct

Likeliness to Recommend

Pros

Feature Ratings

Billing

Calendaring

Email Management

Accounting and Financial Management

Document Management

Conflict Management

Time Management

Reporting Components

Case Management

Tasks and Workflow Management

Contact Management

Vendor Capability Ratings

Breadth of Features

Ease of Implementation

Business Value Created

Vendor Support

Quality of Features

Availability and Quality of Training

Ease of Data Integration

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Ease of IT Administration

Ease of Customization