Clio Review - why 4.7 stars?

Clio Review
ITQlick Score: 96/100
ITQlick Rating: (4.7/5)
Pricing: 2.2/10 - low cost
Category: Legal Management -> Clio
Ranking:Ranked 3 out of 130 Legal Management systems
Company: Clio
Pricing: starts at $39 per user/month
Typical customers: Small, medium and large size businesses
Platforms: Desktop, Mobile, Cloud
Links: Clio pricing, Clio alternatives

Shlomi LaviShlomi Lavi / updated: May 02, 2022

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What is Clio and its features?

Clio is a cloud-based legal software for cases, clients, billing, and many other functions. This legal case management software has the following features:
  • Task Management: The task management feature allows law firms to create, assign, and track tasks progress or roadblocks.
  • Case Management: This feature allows law practitioners to stay organized and have the information they need at any time and from anywhere.
  • Billing: The Clio billing feature allows users to create various bill plans based on a fee structure. The billing can be done via the client portal or email.
  • Calendaring: The feature helps law firms to stay on top of deadlines, with integrated legal-specific features like Court Rules.
Clio was founded by Jack Newton and Rian Gauvreau in 2008, and the company is headquartered in Vancouver, Canada. Currently, the company has over 500 employees working at their five global offices. Clio has won some awards like the Deloitte Fast 50 company, and it is approved by more than 66 Bar associations like Texas Bar Association, Washington State Bar Association, etc.

What is Clio rating?

The rating of Clio is 4.7 stars out of 5 and the total score is 96 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Who uses Clio?

Customers of the software include businesses of all sizes. Within the legal industry, the software can be deployed for such purposes as civil litigation, contract management, business law, bankruptcy, alternative dispute resolution, admiralty and maritime, and anti-trust and trade regulation management.

Is it easy to use?

Yes, Clio makes it fairly easy to use. This product is user friendly and intuitive.

Is Clio cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

Yes, you can access Clio on your mobile/smart phone.

Is Clio the best Legal Management system?

Clio is ranked 3 out of 130 software in their category (Legal Management systems).

What are their main features and functionalities?

The software offers time and billing management capabilities of account receivable, billing and invoicing, expense tracking, online bill payments, time tracking, and trust accounting. Important case management services of the software include calendaring and docketing, client portal, conflict of interest checking, contact management, document assembly, document management, email integration, and task management.

Clio offers creation and management of diverse kinds of reports including billing reports, client reports, productivity reports, trust accounting reports, and work-in-progress reports. Integration is offered with various third party systems including QuickBooks, Google Apps, PayPal, Dropbox, Outlook, Gmail, and others. Support is also offered for major mobile platforms including iOS and Android.

What are Clio's pros? (3 Pros)

  • Clio has a notification feature that guides and trains users for new options in the software
  • It offers a free trial to new clients
  • The case management software is easy to use

What are Clio's cons? (2 cons)

  • Clio does not offer FAQs/Forum in customer support
  • The software does not warn users when there are scheduling conflicts in the calendar

Who are their main alternatives?

Clio competes with other alternatives legal case management software companies like MyCase, PracticePanther, Smoke Ball. Below are how the software compares with its alternatives in selected categories.
  • Functionality: Compared to its alternatives, Clio can be considered average. Clio and SmokeBall have almost the same number of features like Calendering, Task Management, Case Management, Billing, etc. MyCase and PracticePanther are missing notable features like Time and Expense Tracking and Task Management.
  • Customers/Practice Areas: Clio, MyCase, and PracticePanther can be used by various practice areas like Civil Litigation, Criminal Law, Real Estate Law, Government Law, etc. However, only Smokeball can not be used for Government Law practices. Still, it can be used for Guardianship law and Workers Compensation which is not officially stated in Clio, MyCase, and PracticPanther platforms.
  • Cost: Compared to its alternatives, Clio is cost-rated 1.1/5 (1 stands for low-cost, while 5 stands for high-cost) by the ITQlick team, which indicates that it is a low-cost case management software. Clio has a license plan starting from $39 per user per month, MyCase has a license price starting at $49 per user per month, and PracticePanther has a license price starting at $39 per user per month SmokeBall team not publish the software license price.
  • Cloud-based/On-premise: Clio and its top competitions are cloud-based case management software for law firms.
  • Scalability: Clio and PracticePanther can accommodate law firms of any size, while Smokeball is best for small to medium firms.
  • Support: Clio offers all customer support channels, with the exclusion of FAQs/Forum. Compared to its alternatives, MyCase provided all customer support features except for 24/7 (Live Rep). PracticePanther and offers all customer support channels. FAQs/Forum and 24/7 (Live Rep) are unavailable in Smokeball.

What is the cost of Clio?

Updated on May 2022:
Clio offers 4 license pricing plans; the Starter Plan (EasyStart) priced $39 per user per month on the annual payment and $49 per user per month on the monthly payment.
The Essentials Plan priced $69 per user per month on the annual payment and $79 per user per month on the monthly payment
The Advanced Plan, priced $99 per user per month on the annual payment and $114 per user per month on the monthly payment
The Complete Plan priced $129 per user per month on the annual payment and $149 per user per month on the monthly payment.

The EasyStart Plan comes with essential features like Time Tracking, Hourly and Flat Fee Billing, Calendar, and Reporting.

The Essentials Plan comes with everything in the Starter Plan plus custom fields, electronic signatures, etc.

The Advanced Plan comes with everything in the Boutique Plan, plus Matter Budget, Court Calendaring Rules, Advanced Reporting, etc.

The Complete Plan comes with everything in the Elite Plan plus Intake Forms, Email Automation, etc.

What is the REAL total cost of implementation? on top of the total cost of licenses which is easy to calculate you need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 2.2 out of 10 (10 is most expensive). You can fine here the REAL total cost breakdown for Clio. You can also find here pricing information from Clio's website.

What should you ask Clio during a demo session? (65 questions)

Schedule a demo with Clio and access 65 must ask questions for the vendor while watching Clio in action. Visit the vendor's website here.

Where Clio is used?

Clio is a case management software used by various law firms in various practices and sizes (From a solo practitioner to a large firm). Some of the practice areas best for this case management system are Administrative Law, Bankruptcy Law, Business and Compliance, Civil Litigation Law, Criminal Law, Elder Law, etc. Some law firms using Clio are Ad Astra Law Group, ASA Law Group, Roach Leite LLC, Gershburg Law, P.C., Weisinger Law Firm, Hoglund Law and Harrelson and Harrelson LLP.

List of categories

Billing & Invoicing
Strategic Planning
Communications
Document Management
Records Management
LMS
Time and Attendance
Compliance
Expense Tracking
Calendar
Contract Management
Task Management

List of features

Time and Expense Tracking
Billing & Invoicing
Document Management
Time Tracking
Task Management
Vendor/Client Portal

Clio Vs. Alternatives

ITQlick rating
Score
Pricing
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Functionality
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Clio
ITQlick rating
4.7/5
Score
96/100
Pricing
2.2/10
License pricing
$39 per user/month
Functionality
20
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Practice...
ITQlick rating
4.8/5
Score
97/100
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2.4/10
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$39 per user/month
Functionality
20
Filevine
ITQlick rating
4.8/5
Score
96/100
Pricing
2.6/10
License pricing
Pricing not available
Functionality
24
MyCase
ITQlick rating
4.7/5
Score
94/100
Pricing
3/10
License pricing
$49 per user/month
Functionality
24
Review
Tabs3
ITQlick rating
4.7/5
Score
94/100
Pricing
2.4/10
License pricing
$32 per license
Functionality
9
Review

Author

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.