Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables legal firms to track important deadlines, manage cases and documents and bill and collect from clients. The time tracking feature helps users manage tasks for the day, week or month and track billable time directly. The practice dashboard displays billable hour targets and goals and how well users are progressing against them.

Accounting and billing capabilities let clients access information via email and a secure client portal. Clio Payments allows lawyers to receive payment to either a client’s trust or operating account. Users can assign tasks from specific issues to any member of their team, and tasks can be linked to specific issues. Task reporting provides data and analysis into team progress and productivity. Clio is designed to be accessible with mobile and desktop devices and offers iOS and Android apps.

Cons Where can I start. In order for clio to be of use, get ready to spend a lot of time trying to figure it out. It's good as far as adding client's contact and keeping track of time but for everything else, it's useless. I am caught in the middle of wanting to get rid of it or keeping it because I have spent so much time and effort in it. And don't try to integrate anything with it. You will spend the whole morning or afternoon trying to figure it out. If you can take a day or two to figure things out, then go ahead.

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Their customer service also is not up to par. You ask them a question and they'll send you a link. Cons There's a learning curve with using Clio. It took a little time to understand the language used (i.e. What is a 'matter' or an 'activity') by Clio. Certain features are a little inconvenient and are difficult to get used to. For example, on the time tracking, if there are multiple timers running, I can't differentiate between two different timers for the same client without clicking into each timer.

Our firm may work on different projects for the same client (e.g. Two different contracts). It saves time if I can immediately decipher between the two contract timers and click the appropriate timer. I used both Amicus and PCLaw prior to Clio.

Clio has a sharper look and is better than the others for ease of locating and reviewing documents and prior log entries. HUGE DOWNSIDE is that one of the most common tasks for attorneys, logging and billing phone entries, requires you to enter into multiple screens and fill out the same information twice. You also cannot run a timer on the same screen as the phone log!?

You are required to do timer on a separate screen and enter the information all over again. It is also quite obnoxious that you cannot see the phone number of the contact you want to dial on the same screen as the phone log, forcing you to enter the contacts screen, jot down the number, and then go into the phone call screen. Although these things may seem minor, they translate into a great deal of wasted time each day. Even PCLaw, which was quite primitive, had these problems solved. Pros Clio is relatively easy to use and allows small firms to stay up on billing clients, keeping track of client information, etc. Vanderbilt Pars Programmer. Clio has allowed us to have a single service to keep track of our clients and cases. I even Like the iOS app - great for entering time, good for entering voice memos.

Excellent for time entry and tracking - gives you a great many places and ways to log time so that you're less likely to miss out on tracking and billing opportunities. Good availability for cloud storage - would like to see some growth in how files can be managed once they're in Clio. Billing seems to be a snap. I like the document versioning, though I'd like to see it work a little bit more seamlessly. Cons I wish there was a bit more of an opportunity for customization, such as marking a phone number as the individual who the contract is under when that is not the direct client, etc., and I would like to see more customization in the billing section as well. The Quickbooks integration can be wonky - doesn't always play nicely.

Cloud storage can be clunky - would like a click and drag organization solution. The third party vendor solution is not particularly effective, plus it tacks on a tax for using Office 365 that is not borne by gmail users. Pros 1) Very easy to use; 2) can access from anywhere; 3) no learning curve; 4) easy to set up; 5) easily customizable and layout/setup changes can be quickly made and reversed with no negative effects; 6) integrates with our accounting software; 7) customer feedback directly effects changes in the software; 8) every part of our practice can be integrated into Clio to allow us to work from literally anywhere that has an internet connection, enabling freedom to leave the office without carrying bulky paper files or worrying about our VPN connection. Cons Let me preface by saying that I know there are many improvements being made in the software at this moment, which I will expect will fix my complaint. I really wish the reporting options gave more freedom and flexibility. There are custom reports that I wish that I could run as well as running some available reports with different sort or filter parameters. Currently, I have to run dozens of the same report using the filters allowed to get a couple pieces of data off of the last line of a 25+ page report.

Pros Clio is great because it puts everything in one place and it integrates with tons of other apps to make life at the firm easier. It's a one stop shop for keeping track of the calendar, contacts, billable time, expenses, notes, and for saving and sharing correspondence and court documents with our clients. You can filter for just about anything and there are plenty of reports available as well. We also use Clio for billing and keeping track of client trust accounts. Overall, Clio is a great program and it saves our firm a ton of time and money!

Cons My least favorite thing about Clio is the billing software. For our purposes, it just isn't very user-friendly. We have many clients with multiple matters that need to be billed separately and there's no way to compile all of the invoices for the same client and email them with a single payment link, which leaves us to download and email them separately with a payment link for LawPay (and then we have to individually record each payment).

I think for most firms this wouldn't be a problem, but in our case, it takes extra time. Cons Old code and an architecture that feels like it was built 10 years ago - which it was. Constantly needing to refresh the screen to get up-to-date information. User pathing for many common tasks are not intuitive.

Project management is terrible - a poor cousin to other software such as Smartsheet. Their 'Tasks Chains' is a weak substitute. Most of all, as my firm grows beyond 2 lawyers, Clio's solo-centricity is becoming a problem as it lacks the more sophisticated user-access controls and archiving features found in sofware built for larger firms. I AM told that the #NewClio will fix many of this. Would like to update this review once that new platform is released. I wish Clio were easier to integrate with Mac apps such as Fantastical, OmniFocus, Contacts, and Evernote.

I use these apps, and Clio, daily. I'm aware of third-party integration apps, but I'm not a big fan of having the user create (and, far more often than not, fix) the integration. I wish that Clio had a contacts section devoted to adverse parties. That would make it easier for conflict of interest reviews. El Matador Torrent Pc App there. I would like more tutorials so that I can better use Clio's features. Sometimes I feel like I stumble across useful features that I've wanted but didn't know existed on Clio.