Clio

About Clio

Clio is a cloud-based legal practice management solution that lets you manage your law firm from anywhere. Streamline day-to-day processes, and keep cases organized so you can focus on billable work and grow your revenue. Keep track of financials and client accounts with easy-to-use reports and dashboards. Make billing easy with online payments, automated billing, and customized plans. Get exceptional customer support from an award-winning team that’s dedicated to your success.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $39.00. Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours, Online

Clio Features

Show Feature Explanation

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Contract Management

Helps in automating, streamlining and enhancing every vital aspect of a contract

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Time Tracking

Helps in tracking the task assigned to different team members or teams

Document Management

Ability to store and manage your electronic documents

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Clio Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

Starter $39.00 $49.00 per user / month

Features

Case Management
Time & Expense Tracking
Hourly & Flat Fee Billing
Mobile Apps for iPhone, iPad & Android Devices
Secure Client Portal
Unlimited Document Storage
Quick Document Automation
Reporting
User Permissions
Contact Management
Legal Calendar
Industry-Leading Security
Google Suite Integration
Gmail Add-On
99.9% Uptime Guarantee SLA
24/5 Support
On-demand Training
Assisted Data Migrations

Boutique $59.00 $69.00 per user / month

Features

Case Management
Time & Expense Tracking
Hourly & Flat Fee Billing
Mobile Apps for iPhone, iPad & Android Devices
Secure Client Portal
Unlimited Document Storage
Quick Document Automation
Reporting
User Permissions
Contact Management
Legal Calendar
Industry-Leading Security
Google Suite Integration
Gmail Add-On
99.9% Uptime Guarantee SLA
24/5 Support
On-demand Training
Assisted Data Migrations
Third Party Integrations
Office 365 Business & Enterprise Integration
Outlook Add-In
Clio Payments
Accounting
QuickBooks Online
Advanced Billing
Custom Fields
Advanced Document Automation
e-Signature
Clio Launcher
Firm Dashboard

Elite $99.00 $109.00 per user / month

Features

Case Management
Time & Expense Tracking
Hourly & Flat Fee Billing
Mobile Apps for iPhone, iPad & Android Devices
Secure Client Portal
Unlimited Document Storage
Quick Document Automation
Reporting
User Permissions
Contact Management
Legal Calendar
Industry-Leading Security
Google Suite Integration
Gmail Add-On
99.9% Uptime Guarantee SLA
24/5 Support
On-demand Training
Assisted Data Migrations
Third Party Integrations
Office 365 Business & Enterprise Integration
Outlook Add-In
Clio Payments
Accounting
QuickBooks Online
Advanced Billing
Custom Fields
Advanced Document Automation
e-Signature
Clio Launcher
Firm Dashboard
Matter Budgets
Advanced Reporting
Advanced Tasks
Court Calendaring Rules
Full Text Search
Priority Technical Support
Tailored Live Training

Enterprise Custom

Features

Case Management
Time & Expense Tracking
Hourly & Flat Fee Billing
Mobile Apps for iPhone, iPad & Android Devices
Secure Client Portal
Unlimited Document Storage
Quick Document Automation
Reporting
User Permissions
Contact Management
Legal Calendar
Industry-Leading Security
Google Suite Integration
Gmail Add-On
99.9% Uptime Guarantee SLA
24/5 Support
On-demand Training
Assisted Data Migrations
Third Party Integrations
Office 365 Business & Enterprise Integration
Outlook Add-In
Clio Payments
Accounting
QuickBooks Online
Advanced Billing
Custom Fields
Advanced Document Automation
e-Signature
Clio Launcher
Firm Dashboard
Matter Budgets
Advanced Reporting
Advanced Tasks
Court Calendaring Rules
Full Text Search
Priority Technical Support
Tailored Live Training
Onsite Training
Dedicated CSM
Advanced Data Services

Clio Grow $49.00 $59.00 per user / month

Features

Legal Client Relationship Management (CRM)
Client Intake Forms
e-Signature
Document Automation
Email Automation
Workflow Automation
Reporting & Data Insights
Industry-Leading Security
99.9% Uptime Guarantee SLA
24/5 Support
Professional Services & One-time Account Setup: $399 one-time setup fee
Tailored Live Training
Custom Intake Templates
Custom Document Templates

Boutique Suite $89.00 $99.00 per user / month

One-time Account Setup: $399 one-time setup fee

Features

Case Management
Time & Expense Tracking
Hourly & Flat Fee Billing
Mobile Apps for iPhone, iPad & Android Devices
Secure Client Portal
Unlimited Document Storage
Quick Document Automation
Reporting
User Permissions
Contact Management
Legal Calendar
Industry-Leading Security
Google Suite Integration
Gmail Add-On
99.9% Uptime Guarantee SLA
24/5 Support
On-demand Training
Assisted Data Migrations
Third Party Integrations
Office 365 Business & Enterprise Integration
Outlook Add-In
Clio Payments
Accounting
QuickBooks Online
Advanced Billing
Custom Fields
Advanced Document Automation
e-Signature
Clio Launcher
Firm Dashboard
Legal Client Relationship Management (CRM)
Client Intake Forms
e-Signature
Document Automation
Email Automation
Workflow Automation
Clio Scheduler
Reporting & Data Insights
Industry-Leading Security
99.9% Uptime Guarantee SLA
24/5 Support
Assisted Data Migrations
On-demand Training
Tailored Live Training
Custom Intake Templates
Custom Document Templates

Elite Suite $115.00 $125.00 per user / month

Features

Case Management
Time & Expense Tracking
Hourly & Flat Fee Billing
Mobile Apps for iPhone, iPad & Android Devices
Secure Client Portal
Unlimited Document Storage
Quick Document Automation
Reporting
User Permissions
Contact Management
Legal Calendar
Industry-Leading Security
Google Suite Integration
Gmail Add-On
99.9% Uptime Guarantee SLA
24/5 Support
On-demand Training
Assisted Data Migrations
Third Party Integrations
Office 365 Business & Enterprise Integration
Outlook Add-In
Clio Payments
Accounting
QuickBooks Online
Advanced Billing
Custom Fields
Advanced Document Automation
e-Signature
Clio Launcher
Firm Dashboard
Matter Budgets
Advanced Reporting
Advanced Tasks
Court Calendaring Rules
Full Text Search
Legal Client Relationship Management (CRM)
Client Intake Forms
e-Signature
Document Automation
Email Automation
Workflow Automation
Clio Scheduler
Reporting & Data Insights
Industry-Leading Security
99.9% Uptime Guarantee SLA
24/5 Support
Assisted Data Migrations
On-demand Training
Priority Technical Support
Tailored Live Training
Custom Intake Templates
Custom Document Templates

Enterprise Suite Custom

Features

Case Management
Time & Expense Tracking
Hourly & Flat Fee Billing
Mobile Apps for iPhone, iPad & Android Devices
Secure Client Portal
Unlimited Document Storage
Quick Document Automation
Reporting
User Permissions
Contact Management
Legal Calendar
Industry-Leading Security
Google Suite Integration
Gmail Add-On
99.9% Uptime Guarantee SLA
24/5 Support
On-demand Training
Assisted Data Migrations
Third Party Integrations
Office 365 Business & Enterprise Integration
Outlook Add-In
Clio Payments
Accounting
QuickBooks Online
Advanced Billing
Custom Fields
Advanced Document Automation
e-Signature
Clio Launcher
Firm Dashboard
Matter Budgets
Advanced Reporting
Advanced Tasks
Court Calendaring Rules
Full Text Search
Legal Client Relationship Management (CRM)
Client Intake Forms
e-Signature
Document Automation
Email Automation
Workflow Automation
Clio Scheduler
Reporting & Data Insights
Industry-Leading Security
99.9% Uptime Guarantee SLA
24/5 Support
Assisted Data Migrations
On-demand Training
Priority Technical Support
Onsite Training
Dedicated CSM
Advanced Data Services
Tailored Live Training
Custom Intake Templates
Custom Document Templates

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 28/07/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Clio Pricing

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Clio Reviews

User Rating

4.6/5 (Based on 1,173 Ratings)

Rating Distribution

Excellent
70%
Very Good
23.3%
Average
4.8%
Poor
0.5%
Terrible
1.4%

User Sentiments

User Friendly Interface, Excellent Customer Support, Comprehensive Case Management, Extensive Integrations

Document Management limitations, Calendar Sync Issues, Limited Reporting Capabilities, Complex Billing Processes

Do You Use Clio?

Write a Review

Review Summary

Users praise Clio's user-friendly interface, ease of use, and comprehensive features. They appreciate its time-tracking, billing, and case management capabilities. Clio's mobile app is also lauded for its convenience and functionality. However, some users have reported occasional glitches, integration issues, and a learning curve for new users. Additionally, a few users have expressed concerns about pricing and customer support responsiveness. Overall, Clio receives positive feedback for its user-friendliness, feature-richness, and mobile capabilities.

Pros

Easy to use interface makes onboarding and navigation a breeze.
Robust feature set includes case management, time tracking, billing, and document management.
Seamless integrations with leading legal and business applications enhance productivity.
Excellent customer support with prompt response times and knowledgeable representatives.

Cons

Occasional glitches and bugs can interrupt workflow and cause minor inconveniences.
Limited customization options may not meet the unique needs of all law firms.
Some users report experiencing occasional lags and slowdowns, especially when handling large files or complex tasks.
The pricing structure may be prohibitive for smaller law firms or solo practitioners.