Clio Reviews & Product Details

As a legal assistant at a growing small law firm, managing our increasing caseload was a challenge—until we started using Clio. It’s been a true game changer in terms of efficiency and ease of use.

Once you get familiar with it (especially if you're used to paper files), it streamlines everything. We now use it daily for everything from client intake to document automation, which saves us a lot of time.

The platform was easy to implement and integrates seamlessly with the other tools we rely on, making our workflow smoother than ever. And whenever we’ve had questions, Clio’s customer support has been prompt and incredibly helpful. Review collected by and hosted on G2.com.

I would love to see more customization options, particularly the ability to hide features we don't use, such as time entry and hourly billing.

Streamlining the interface for our specific needs would make it even more intuitive and tailored to our practice. Review collected by and hosted on G2.com.

Clio's pipeline feature offers a clear, organized workflow, making it easier to track case progress and manage tasks efficiently. Review collected by and hosted on G2.com.

Before investing in Clio, I highly recommend checking out Reddit threads for honest user feedback. Be aware, though—Clio tends to suppress negative reviews. Many customers have shared similar frustrations with the platform, from buggy app integrations to unhelpful support. The shiny marketing can hide these issues, so it's worth doing thorough research from real users before making a costly commitment.

Clio Case Management Platform claims to lead the legal industry in innovation, but my experience reveals a different story. Beneath its sleek marketing, the product is mediocre at best, feeling like a patchwork of disjointed tools awkwardly spliced together. It’s more of a Frankenstein creation trying to emulate the seamless integration of a Borg collective. Clio’s strategy of acquiring competitors and absorbing their features results in a fragmented system, causing confusion and a lack of cohesion.

Customer support is a nightmare. Clio is so compartmentalized that you often receive multiple conflicting answers. Any issue requires at least a two-hour call just to get to the point where they promise to “work on it,” not resolve it, but escalate your ticket. Even if you follow their online articles, which are often outdated or flawed, support remains inadequate. I had to hire a third party to fix integration defects that Clio failed to address.

For solo practitioners, Clio is particularly frustrating. It not only over-promises and under-delivers but also comes with one of the highest price tags among CRMs. This doesn’t even account for the billable hours lost troubleshooting their issues. Clio seems to count on legal professionals lacking tech experience, a common standard in our industry. However, as a paralegal with database-building experience, I found their approach unacceptable. Moreover, they refuse to help unless you allow remote access to your system, which poses a serious security risk for legal professionals. In the end, Clio feels incomplete and overpriced, leaving much to be desired.

I pay thousands of dollars for Clio expecting a working product, not to spend countless hours debugging their defective code. Their support approach is inefficient—they insist on screensharing to run various tools on your system instead of replicating the issue on their end and testing it properly. There’s no consideration for the customer’s time. After hours of troubleshooting, it turned out the issue stemmed from bad code related to a faulty app integration.

Be cautious when exploring their "over 200 apps in the App Directory." Clio doesn’t adequately test these integrations, so you could end up with more headaches than solutions. While they claim to integrate with numerous apps, most are more trouble than they’re worth, and there’s no guarantee they’ll work as advertised. In this way, Clio feels more like the Google Play Store—minus the ratings or reviews. For the premium price they charge, this lack of quality control and reliability is unacceptable. Review collected by and hosted on G2.com.

The internal messaging system is my faborite for receiving documents from clients. Review collected by and hosted on G2.com.

The glitches that occur at times and make searching/accessing a matter impossible. Review collected by and hosted on G2.com.

Clio creates an easy-to-use environment for both attorneys and clients. It is accessible on mobile and online, and I like that the clients can choose to communicate through the portal, text, or email, and it is all integrates seamlessly. Review collected by and hosted on G2.com.

There isn't much I don't like about Clio! If I had to find something negative to say, it would only be that the email integration sometimes bugs out, and is annoying to go back through the process to get it back on again. Review collected by and hosted on G2.com.

Ease of use/platform it is easy to use I do not have any issues and it works fine Review collected by and hosted on G2.com.

Very upset about their deceptive billing practice. Without ANY EXPRESS authorization whatsoever, they changed my monthly subscription to YEARLY!!! I am furious. If I knew of a better platform I would have immediately dropped them. They threw off my entire bank account I could not be any more furious at their illegal billing practices. I don't care if they say they sent some email and because I did not see it I have to opt-out of them unilaterally deciding how to bill me. This is beyond infuriating! If you can find a better platform with honest billing practices please go there. I do not like that I have put so much into this platform that it is difficult for me to just leave and transition elsewhere. Review collected by and hosted on G2.com.

Clio is a very easy to use legal software. From tracking time, to billing clients, sending emails, saving documentation - it's a great software Review collected by and hosted on G2.com.

The email timeline feauture within client matters could be laid out better. If you have to search through emails, they're not easy to find. The view could be more clear like other softwares Review collected by and hosted on G2.com.

We just love Clio! It has become the perfect tool for ALBUJA LAW to continue growing and evolving. After three years of being Clio users, we can confirm that the platform has perfectly adapted to our workload and the needs of our customers. Clio has undoubtedly been a catalyst for innovation, efficiency, and growth at ALBUJA LAW. The platform is very easy to use and its tools have simplified our operations, improved collaboration between our team members, and ultimately improved our customer service. Review collected by and hosted on G2.com.

Clio Grow became a little old. Not our favorite tool. Review collected by and hosted on G2.com.

Attorneys who are not technologically inclined, and have very little time to learn, can learn on the go. It is intuitive, easy to use and makes sense. Solo practitioners, and small firms will find it easy to implement and integrate, because you can just start from where you are, without changing much of your daily routine. However, should you run into any issues during your implementation, the customer support team at Clio is fantastic. I have been a Clio user since 2015 and use it everyday. I highly recommend it. Review collected by and hosted on G2.com.

The only drawback I see is some clients have a bit of resistance to use it. Review collected by and hosted on G2.com.

Clio (primarily Clio Manage) is our practice management software. It is our central digital platform and life support. We use Clio every day, it's easy to introduce in onboarding and easy to update as our processes change—though robust enough to support our needs. The Clio support team is consistently the best customer support (always very helpful and friendly) I have experienced. Review collected by and hosted on G2.com.

Clio is very customizable, but it's not a platform where you can cherry-pick everything you want (like we see with Salesforce). If you need something that falls outside of the parameters of the platform, Clio does not offer custom solutions (at the time of writing this). If you need a specific feature implemented or a specialized report (outside of what is offered from the website), you'll need to find a third party solution. Clio does compile a list of feature requests, but this is obviously not an immediate solution. These are not bad things, I can't expect one company to answer all my problems. Clio will guide you towards partnered third-party solutions if you ask. Review collected by and hosted on G2.com.

Clio is very user friendley and easy to use. Time entry, whether using the app or website is a breeze.

Billing: Very simple to generate client bills, review, edit & approve to send is a simple and quick process. We are able to get our invoices out and paid quicker in comparison to our last program. The pay now via the email link and the payment getting automatilly applied to the account is fantastic. This is helping us get paid much faster than waiting for checks in the mail. I have noticed a large influx of online payments our clients are taking advantage of as a payment option. Payment programs are so easy to set up for our clients on a payment plan as well. Quickbooks is synced up to Clio which does make adding expenses in real time much easier.

Integration: Due to our last software being a total nightmare, all of our data that came over in bulk improperly. This had nothing to do with Clio, but extra work had to be done on our end making sure all of our accounts were correct. The on boarding team was great. He went though everything with us and should us how to fix the accounts. The time for switching over and going live was not very long at all.

The Customer service has been great. Anytime I have a question, the chat is quick and has resolved most of my issues. When my problem is more in depth, the call center is quick and super helpful. Compared to our last software, customer service with Clio has been 5 stars.

Reports: Are easy to access. The standard reports that Clio management has seems to be great for an at a quick at a glance use. I like that you can set up presets for daily information.

I can not stress enough about how user friendly this program is. You can pretty much figure things out by simply clicking around. We are a mid sized firm and all of our attorneys and assistants that use this program on a daily basis are very happy with how user friendly the program is and made implementation very easy. Being able to upload documents into the matter is also super helpful keeping everything in one place. We currently use another document management program that I am hoping we can move away from in the future to keep everything in one place. Review collected by and hosted on G2.com.

My cons for Clio are:

Invoices only being tracked sent via email. I realize we are in a digital age, however some of our clients are elderly and do not use email. I hope in the future there is a way to mark the invoices as "sent via hard copy" with a date. As of right now I have to go into the individual accounts and look at the download data to see when the bill was downloaded and mailed. Unfortunatly, this will always be needed as not everyone uses email.

Inputting payments recieved by check is 90% a snap when going into a matter. However when a check is paying multiple invoices its kind of a pain to either make the invoice payments one by one, or going into the billing, then payments recieved, typing in the client name, which is not a big deal unless we have multiple contacts and matters entered for one client as a result of how our last program was structured. Then I have to click into every contact name looking for the one with the matter with multiple invoices to pay them all at once. It would be SO much easier to be able to search that by number instead of contact name. Also linking an online payment made via the general credit card link from our website would be a lot easier to search by number instead of contact name.

Adding a new contact is easy unless you have two people you want as the contact. There is only room for one persons name and information. If the couple is married and both want to recieve invoices via email the other persons name has to be entered into the related contacts. It would be easier to be able to add both names into the contact. Also you can add a company to setting up a person as a contact, but not the other way around.

Reports: While I can get most of what I need from the the standard reports, we did have to get a third party company to create some custom reports which is an added cost and a downside. Review collected by and hosted on G2.com.