Clio Review - why 4.7 stars?

Shlomi Lavi / updated: Feb 24, 2023

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What is Clio?

Clio Legal Management software is a cloud-based platform designed specifically for law firms to help manage their day-to-day operations. Founded in 2008 in Vancouver, British Columbia, Clio has quickly become a leading player in the legal tech space, with over 150,000 users in more than 90 countries.

Clio is designed for law firms of all sizes, from solo practitioners to large firms with hundreds of employees. The software offers a range of features to help law firms manage their cases, clients, and finances, as well as a range of integrations with other software solutions.

One of the key features of Clio is its case management system, which allows users to organize their cases and track their progress. The software also offers a range of time-tracking and billing features, including the ability to create custom invoices and accept online payments. Additionally, Clio offers a client portal that allows clients to securely access their case information and communicate with their attorney.

Another standout feature of Clio is its integrations with other software solutions. The platform integrates with a range of tools commonly used by law firms, including document management software, accounting software, and e-signature tools. This allows law firms to create a customized software stack that meets their specific needs.

Clio also offers a mobile app for iOS and Android devices, which allows users to access their cases, calendars, and tasks on-the-go. The app also includes features such as time tracking and document scanning, making it a useful tool for attorneys who are frequently on-the-move.

Since its founding in 2008, Clio has grown rapidly, with over 500 employees across its offices in Vancouver, Toronto, and Dublin. The company has also received numerous awards and recognition for its innovative software, including being named one of the fastest-growing technology companies in North America by Deloitte.

In summary, Clio Legal Management software is a comprehensive platform designed to help law firms manage their day-to-day operations. With a range of features, integrations, and a mobile app, Clio is a powerful tool for law firms of all sizes. Its growth and success over the past decade make it a top contender in the legal tech space.

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Who is it best for?

Clio Legal Management software serves a range of customers in the legal industry, from solo practitioners to large law firms with multiple locations. It is used by attorneys, paralegals, and other legal professionals to manage their cases, clients, and finances.

The software is particularly popular with small to mid-sized law firms, as it offers a range of features at an affordable price point. However, Clio can also be customized to meet the needs of larger firms, with features such as multi-office support and advanced reporting.

Here are five examples of companies that use Clio Legal Management software:

1. Broedlow Law - a California-based law firm specializing in family law and estate planning.
2. Sullivan Law Group - a New York-based law firm focusing on intellectual property and corporate law.
3. Cullenberg & Tensen, PLLC - a Texas-based law firm specializing in personal injury and criminal defense.
4. Daic Law - a Florida-based law firm offering services in immigration, bankruptcy, and family law.
5. Brink Law Firm - an Illinois-based law firm specializing in real estate law and business law.

Clio is also used by a range of other legal professionals, including attorneys in solo practice and non-profit organizations. Additionally, Clio has partnered with several bar associations and legal organizations to offer its software to their members at a discounted rate.

In summary, Clio Legal Management software is used by a wide range of legal professionals, from solo practitioners to large law firms. Its popularity with small to mid-sized firms, affordability, and customizable features make it a popular choice in the legal tech industry.

Main features and functionalities

Clio Legal Management software can help your business in several ways:

1. Case Management: Clio allows you to organize and manage your cases in a centralized location. This can help you stay on top of important deadlines, tasks, and communications with clients.

2. Client Management: With Clio, you can easily manage your client information, including contact details, case history, and billing information. This can help you provide better customer service and improve your overall client relationships.

3. Billing and Invoicing: Clio simplifies the billing process, allowing you to easily create and send invoices to clients. You can also track your time and expenses, making it easier to bill accurately and efficiently.

4. Reporting: Clio provides advanced reporting features, allowing you to track your firm's financial performance, client activity, and case outcomes. This can help you make more informed business decisions and improve your overall profitability.

In addition to these core features, Clio offers a range of integrations with other legal tech tools, including e-signature software, document management systems, and practice management software. This can help you streamline your workflow and save time on administrative tasks.

Overall, Clio can help your business become more efficient, organized, and profitable. Its user-friendly interface, customizable features, and affordable pricing make it a popular choice for legal professionals of all sizes.

What is the actual cost?

Clio offers 4 plans and a free trial. These plans are EasyStart, Essentials, Advanced, and Complete. The charges of the plans are as follows:

• EasyStart: Clio charges $49 per user/month on month-to-month payment basis and $39 per user/month on an annual payment basis.

• Essentials: Clio charges $69 per user/month on month-to-month payment basis and $79 per user/month on an annual payment basis.

• Advanced: Clio charges $99 per user/month on month-to-month payment basis and $119 per user/month on an annual payment basis.

• Complete: Clio charges $129 per user/month on month-to-month payment basis and $149 per user/month on an annual payment basis.

ITQlick pricing score is 2.2 out of 10 (10 is most expensive). Access ITQlick pricing guide for Clio. You can also find here pricing information from Clio's website.

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
• User-friendly interface: Clio is known for its intuitive and easy-to-use interface, making it a popular choice for law firms of all sizes. Its streamlined design allows users to quickly navigate through various features and tools, saving time and increasing productivity.
• Robust integrations: Clio offers a wide range of integrations with third-party applications, including Dropbox, QuickBooks, and Microsoft Office. This allows law firms to seamlessly incorporate Clio into their existing workflows and software ecosystems, making it a more efficient and effective solution.
• Comprehensive feature set: Clio offers a comprehensive suite of features to manage all aspects of a law firm, from time and expense tracking to document management and billing. This makes it a one-stop-shop for law firms that want a single solution to manage their entire practice.

Cons

• Limited customization options: While Clio offers a wide range of features, some users may find that it lacks the ability to fully customize workflows and forms to their specific needs. This can be a disadvantage for firms that have unique requirements and workflows.
• The software does not warn users when there are scheduling conflicts in the calendar
• Steep learning curve: While Clio is generally known for its user-friendly interface, some users may find that it takes time to fully master all of the features and tools available. This can be a disadvantage for firms that need to quickly onboard new staff members or get up and running with a new software solution.

How it stacks up?

Access a head to head analysis of Clio vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is Clio right for you or your business?

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.