Clio Customer Reviews 2024 | SoftwareReviews

Clio

7.8 /10

Claim Software

What is Clio?

We're the most comprehensive, yet easy-to-use cloud-based law practice management software. Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

Company Details

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Clio Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Clio.

89 Likeliness to Recommend

91 Plan to Renew

91 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Clio?

0% Negative

0% Neutral

100% Positive

Pros

Helps Innovate
Continually Improving Product
Respectful
Includes Product Enhancements

Feature Ratings

Average 83

Billing

Calendaring

Email Management

Accounting and Financial Management

Document Management

Conflict Management

Time Management

Reporting Components

Case Management

Tasks and Workflow Management

Contact Management

Vendor Capability Ratings

Average 85

Breadth of Features

Ease of Implementation

Business Value Created

Vendor Support

Quality of Features

Availability and Quality of Training

Ease of Data Integration

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Ease of IT Administration

Ease of Customization

Clio Reviews

Devender B.

Role: Student Academic
Industry: Education
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Nov 2024

Great Product

Likeliness to Recommend

9 /10

What differentiates Clio from other similar products?

Clio is a law practice management solution.

What is your favorite aspect of this product?

My favorite feature here was its ability to retry if there's any failure and use different commands to get it working.

What do you dislike most about this product?

The Clio dashboard integration with other legal software systems is limited

What recommendations would you give to someone considering this product?

Good law practice management software should have the features mentioned above including billing, case management, and document management.

Pros

Continually Improving Product
Reliable
Trustworthy
Unique Features

Rina W.

Role: Vendor Management
Industry: Food and Beverage
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2023

Simple law firm billing

Likeliness to Recommend

6 /10

What differentiates Clio from other similar products?

Simple to use

What is your favorite aspect of this product?

Billing time software

What do you dislike most about this product?

Basic functions

What recommendations would you give to someone considering this product?

Small law firms

Pros

Helps Innovate
Continually Improving Product
Respectful
Includes Product Enhancements

Angel W.

Role: Sales Marketing
Industry: Other
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Dec 2022

The future of cloud computing in legal industry

Likeliness to Recommend

10 /10

What differentiates Clio from other similar products?

Clio has an intuitive design, is highly customizable and integrates easily with the tools we use every day, including Office and WealthCounsel. Clio allows us to expand our practice and handle a large volume of clients. The custom fields are extremely beneficial and allow us to track our cases in unique ways.

What is your favorite aspect of this product?

I like the notifications that offer support and training for new options and/or updates within Clio. I like being able to select certain calendars to view at one time or several at once if needed. There is no need to constantly print documents. The electronic signature feature helps me make transactions much easier and faster.

What do you dislike most about this product?

No restoration of your organization's work if a dishonest employee deletes it or accidentally deletes it without bad intentions.

What recommendations would you give to someone considering this product?

It allows me to put everything in one place, from intake to custom fields, all communications, document intake, calendar and scheduling and billing, it is my literal lifeline for my law practice. I can task items to my staff and monitor our performance indicators.

Pros

Reliable
Performance Enhancing
Unique Features
Caring

Clio

What is Clio?

Company Details

Need Assistance?

Clio Ratings

89 Likeliness to Recommend

91 Plan to Renew

91 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love Clio?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Billing Includes invoice management, time capture, and expense tracking.

Calendaring Includes deadlines, appointments, client and court scheduling, and docketing.

Email Management Includes email notifications and alerts, email monitoring, and response management.

Accounting and Financial Management Includes accounting and finance functions such as general ledger, accounts payable, and accounts receivable.

Document Management Includes features such as check-in/check-out and versioning controls on documents and artifacts.

Conflict Management Includes case conflict checking, client list conflict management, conflict searching tools, and conflict resolution.

Time Management Includes time tracking or recording, automatic timer, and timesheets.

Reporting Components Lightweight controls and components that are easily embeddable and reusable. Integration with common apps such as Word, Excel, etc.

Case Management The solution provides the ability to create, manage, annotate, route and close service (or other cases). Claims resolution tracking.

Tasks and Workflow Management Includes the ability to assign tasks to project personnel and automate workflow between users with control points and sign-offs.

Contact Management Includes legal CRM, case and client history, and client portals.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Clio Reviews

Devender B.

Great Product

Likeliness to Recommend

Pros

Rina W.

Simple law firm billing

Likeliness to Recommend

Pros

Angel W.

The future of cloud computing in legal industry

Likeliness to Recommend

Pros

Feature Ratings

Billing

Calendaring

Email Management

Accounting and Financial Management

Document Management

Conflict Management

Time Management

Reporting Components

Case Management

Tasks and Workflow Management

Contact Management

Vendor Capability Ratings

Breadth of Features

Ease of Implementation

Business Value Created

Vendor Support

Quality of Features

Availability and Quality of Training

Ease of Data Integration

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Ease of IT Administration

Ease of Customization