Clio Review: Details, Features, Pricing

Clio has grown to the largest cloud-based practice management product by market share, arguably, due to its ease of use and modern interface. Contrasted to the often overwhelming and unintuitive interfaces of legacy software, Clio Manage feels natural to use and easy to navigate.

Clio Manage has a large network of integrations, meaning it works with other products and services that your law firm uses (or may use in the future). Just to name a few, Clio integrates with Office 365, the G Suite, QuickBooks, Zapier, Slack and Zoom.

Many law firms use these integrations to effectively extend the capabilities of Clio, and built a complete law practice management platform that fits their unique firm.

Create professional, branded invoices in summary or detail form and facilitate swift online payment processing with Clio Payments. Track the status of unpaid bills, apply discounts to early payments, or add automated interest to late payments.

With Clio Payments, offer your clients convenient and secure payment options, including credit, debit, and eCheck transactions, directly through their invoice.

Clio Payments streamlines the billing experience, making it easier for clients to fulfill their invoices and for your firm to manage cash flow efficiently.

Create custom data fields specific to your law firm’s processes or legal practice areas to collect, store, and search for case details efficiently. Attach custom categories, task lists, billing rates, payment profiles, budgets, and more to each of your legal cases.

The Clio Manage dashboard gives you an at-a-glance view of the most important metrics for your law firm. See upcoming deadlines, how many hours your firm has captured, and more in one place.

Clio Grow (which makes up Clio Complete alongside Clio Manage) is a cloud-based client intake and legal client relationship management (CRM) software designed to help law firms streamline their client intake process and enhance the client experience.

Clio Grow is designed to integrate closely with Clio Manage, providing a seamless transition from client intake to case management. It saves hours in client management and document preparation while providing a professional and consistent client intake experience.

A central database to store information for clients, courts, related parties and other contacts.

A central database of matters, cases and projects. Stores the most relevant information pertaining to each matter.

Individual calendars for each user, along with an aggregated, firm-wide view/calendar. Synchronization with Outlook calendar.

Create tasks and to-do items pertaining to specific matters or projects. Assign tasks and set deadlines.

Track billable hours and related expenses for a particular client or matter.

Invoicing, including for billable hours, contingency work, and fixed-fee matters.

Search the database for related names, document each conflict check.

Trust/IOLTA accounting for management of trust funds, including trust account reporting.

Automatic preparation and population of specific court documents and forms.

Built-in cloud storage for related documents and files.

An Android or iPhone application for time entry and some subset of software functionality.

The ability to save emails to specific matters, via Outlook integration.

A client-facing online portal to share documents and updates with clients and other third-parties.

An open API (Application Program Interface), allowing you or third-parties to develop integrations with the software.

Standard business accounting, including a Chart of Accounts, Bank/Operating Accounts, standard accounting reports (P&L, Balance Sheet).

“Everything about Clio has been so intuitive to the point that we really didn’t need much training for any of it. The ease of the program is great for logging time, document management, billing, and more. We’ve tried out a few different software and this one has been the most inclusive of all of our firms needs.”

“I love the task list/reminder function, as well as the communication log. Most importantly, access to the timer to bill my time is the most important feature (considering it is how I ensure I get paid). I also love that you can set billable goals, and it tells you for each day, week, month, and year whether you’re on track to meet those billables.”

“It is very easy and simple to bill all of your client matters. You can search and file by client name or by the matter number. The actual billing process is very simple compared to other client billing programs I’ve used in the past.

I also like how you can start a timer on the program to keep track of hours you are billing a client. The week by week billing screen is also helpful and allowed to catch some mistakes I made with dates.”