Clio Reviews in April 2025: User Ratings, Pros & Cons

Clio is great and a huge asset to our…

Clio is great and a huge asset to our firm. Clio is always striving to improve their products with continuous new features.

I helped in start a small law practice…Clio Rocks!

I helped in start a small law practice in 2018. We decided to use clio. I basically taught myself how to use it. I know theres way more capability offered by the database than I use but it serves its purpose. The service call center has been helpful in the past as well. Clio is a great product that delivers.

Clio is a necessary part of my practice.

Clio is a necessary part of my practice. It has allowed me to really increase my productivity hugely.

Great client support.

Great client support.

It has been a good product to help us…

It has been a good product to help us manage our cases. Robust database, and I am very happy with how it handles receiving of payments. I am not happy with the calendaring, and I'd like more flexibility to customize our invoices.

I recommend Clio to all small to medium size firms.

The fact that all files are ready at your fingertips anytime anywhere is a huge help. The set up of the software makes it easy to manage files, audit employees work, set tasks, run reports, and bill our clients efficiently. The only thing I would like improved is the trust accounting, but there has been great strides in this over the years. I also love that Clio is constantly updating their software to make it more efficient, and user friendly. This is the best file management software I ...

It's perfect for storage of documents

It's perfect for storage of documents, labeling creating bills so on and so forth. I only have one complaint and it's that we must highlight whatever we want to document or it reverts to previous person or location etc. It's not the friendliest when documenting.

Great, with limits

I started with Clio as a new solo after leaving a firm. It has been a great tool for organizing information and communicating with clients and automating a lot of processes. The task list is central to running the practice. Integrating Clio with QBO has been a challenge (I think more on the QBO end). One limitation on usefulness has been the inability to allocate flat fees to more than one biller. I mean, why can't we have a default setting that allocates 20% of the fee to the originating ...

You need to develop the functionality…

You need to develop the functionality that Smokeball has implemented as a relates to form and document production and time telephone incorporation for billing purposes.

Clio is easy to use and syncing my…

Clio is easy to use and syncing my emails to the billing program is a godsend for tracking hours.