[Home](https://www.selecthub.com/) \> [Legal Management](https://www.selecthub.com/category/legal/) \> [Legal Practice Management Software](https://www.selecthub.com/c/legal-practice-management-software/) \> Clio Categories: * [Legal Practice Management Software](https://www.selecthub.com/c/legal-practice-management-software/) * [Legal Case Management Software](https://www.selecthub.com/c/legal-case-management-software/) * [Legal Software](https://www.selecthub.com/c/legal-software/) * [...](#) ## What Is Clio? **Industry Specialties:** Legal Clio is an industry-leading end-to-end solution to streamline all aspects of a law firm — case management, daily workflows, billing, client relationship and in-depth reporting. Firms can opt for its practice management and billing-focused [Clio Manage](https://www.selecthub.com/legal-software/clio-manage/), client-facing [Clio Grow](https://www.selecthub.com/legal-software/clio-grow/) or combine the best of both worlds with Clio Suite. Users can access a centralized calendar to schedule workflows, deadlines and client appointments with reminders, checklists and follow-ups. They can also access and manage cases, matters, documents and clients in real-time and generate bills with personalized payment plans, track billable hours and account receivables to maximize firm revenues. It provides a secure database for easy access to client records, documents and matters. It simplifies client intake, relationship and retention processes with lead generation, secure communication, client tracking and online payment modules. It also provides robust customizable dashboards and reporting to enable data-driven insights on different facets of the firm. Scalable for practices of all sizes, firms can leverage more than 200 integrations and its immersive referral network to enrich its functionality. Its dedicated cybersecurity and cloud deployment enable users and teams to connect securely and remotely from the devices of their choice. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=Legal+Practice+Management+Software&product%5Fname=Clio&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Flegal-practice-management-software%2Fclio%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F8b0dc65f996f98fd178a9defd0efa077-f6f15768ddb2acce722111128d04a5d2%2Fresources%2Fnormal%2Flogo.png%3F1693316403) User Sentiment i ![User satisfaction level icon: excellent]() Based on 1435 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #2 Clio is ranked #2 in the Legal Practice Management Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [ Get the Report Now](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=legal-practice-management-software&product%5Fslug=clio&slug=clio&product%5Fname=Clio&category=Legal+Practice+Management+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Flegal-practice-management-software%2Fclio%2F) ## Clio Pricing Based on our most recent analysis, Clio pricing starts at $40 (Per User, Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=Legal+Practice+Management+Software&product%5Fname=Clio&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Flegal-practice-management-software%2Fclio%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F8b0dc65f996f98fd178a9defd0efa077-f6f15768ddb2acce722111128d04a5d2%2Fresources%2Fnormal%2Flogo.png%3F1693316403&price=2) Price $ $ $ $ $ i Starting From $40 Pricing Model Per User, Monthly Free Trial Yes ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Clio&category=Legal+Practice+Management+Software&product%5Flogo=https://cdn.selecthub.com/products/8b0dc65f996f98fd178a9defd0efa077-f6f15768ddb2acce722111128d04a5d2/resources/normal/logo.png?1693316403)) ## Training Resources Clio is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for Clio: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## Clio Benefits and Insights Why use Clio? ### Key differentiators & advantages of Clio * **User-Friendly:** Maximize ROI by reducing time spent on reskilling employees thanks to extensive training material and an intuitive UI. * **Automatically Perform Core Processes:** Save time with purpose-built automation such as email scheduling, automated workflows, task assignments, email templates and more. * **Unlimited Cloud Storage:** Store an unlimited number of case-related documents, audio and video files. * **Prompt Support:** The technical support team provides quick responses. * **Comprehensive Mobile App:** Offers on-the-go time tracking, business accounting and database access. * **Precise Dashboard Tracking:** Track invoices, receivables, deadlines, tasks, staff performance and more in real time. ### Industry Expertise Serves the legal industry. Pricing and functionality make it a better fit for Big Law and mid to large-sized law firms. ## Clio Reviews Based on our most recent analysis, Clio reviews indicate a 'excellent' User Satisfaction Rating of 93% based on 1435 user reviews from 4 recognized software review sites. ![User satisfaction level icon: excellent]() 1435 reviews 93% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of Clio reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Ease of Use:** All the users who reviewed this aspect found the UI intuitive and easy to pick up. * **Functionality:** According to 73% of users reviewing capabilities, basic functions such as time tracking, accounting and document management perform satisfactorily. * **Service and Support:** 83% of users who mentioned this element said they’re satisfied with the customer support and response rates. * **Task Management:** Regarding this feature, 71% of users said the softwaremade task management easier. #### Cons * **Integrations:** Integration options are limited and plagued with bugs, according to 60% of users mentioning this aspect. * **Speed and Performance:** According to 100% of users who reviewed this element, loading speed is slow, negatively affecting performance. * **Reporting:** 56% of users who reviewed this feature found that reports lack customizability. * **Training:** 80% of users found the training resources to be insufficient. * **Cost:** According to 80% of users who reviewed this aspect, the software cost is higher than its competitors. #### Researcher's Summary: Clio offers practice management capabilities, along with data and task management modules. According to reviews, its primary functions like time tracking, billing and matter management meet modern legal requirements. It’s scalable, secure and easy to use, with a responsive support team to back it up. However, reviewers noted that integrations are buggy and loading time is slow. While the features make it worthwhile, many users feel that the cost could be lower. Overall, Clio is an excellent package if you don’t mind paying a bit more and dealing with extended load times. ## Key Features * **Client Management:** Increase operational efficiency by automating standard firm procedures throughout the client lifecycle. Improve the customer experience by encouraging client collaborations in case operations. * **Client Intake Management:** Automate logging and synchronization of client intake data, case management tasks and calendar information under one scheduling environment. Track potential client information and open new matters seamlessly with Quick Intake. * **Client Tracking:** Never miss a single task or appointment with checklists, automated reminders and cross-platform sharing of client information and documentation. Follow up on potential clients and collect matter details with 24/7 secure access to cases, scheduling, contacts through Online Intake Forms and the Matter Pipeline. * **Client Services:** Increase client engagement with automated follow-up emails and reminders. Offer flexible payment options including online credit cards. * **Security:** Secure your data from potential external and internal vulnerabilities with a dedicated cybersecurity portal. Enforce administrative, physical and technical controls like 2FA, criminal background checks, security training and more to protect against future liabilities. * **Compliance:** Ensure GDPR compliance both as a data controller and processor. Get payments processed 39% faster with credit cards while operating in compliance with PCI guidelines. * **Data Encryption:** Store and transmit data securely with HTTPS and TLS-based in-transit and at-rest encryption. The secure web interface is verified by DigiCert. * **Control Implementation:** Control access to sensitive information with role-based permissions, login safeguards and session/activity tracking via IP information. Increase safety standards with strong passwords, regular password resets and two-factor authentication via the mobile app. * **Firm Insights:** Thoroughly understand the firm’s strengths and weaknesses with in-depth reporting on the most valuable referral sources, clients, and matter types. Compare actual matter totals to estimated ones and track billed, unbilled and collected amounts. * **Case Management:** Track and manage case-related documents, bills, time and client contact information from anywhere. Integrate pre-existing case information from over 200 applications including Dropbox, Outlook and Google Workspace. * **Document Management:** Remotely store and access an unlimited number of legal documents, images, audio and video files. Backup documents automatically, filter and sort using customized categories, search using keywords and send documents for signature through the e-Signature portal. * **Billing Management:** Create, approve and send bills electronically and process interest for late payments with the Clio Connect portal. Offer automated, flexible and faster payment plans with integrated credit card processing via the Clio Payments extension. * **Contact Management:** Track the firm’s clients and contacts with quick overviews of their connected matters, documents, transactions and bills. Trace their interactions with the firm, identify conflict of interests, if any, and log case-specific information in custom data fields. * **Accounting:** Create trust and operating accounts and produce invoices in compliance with legal industry regulations. Use the client ledger portal to monitor all accounts and transactions associated with a client and perform 3-way reconciliations either manually or with the help of third-party extensions. * **Calendar Management:** Stay on top of deadlines and important dates by synchronizing calendars with cases. Create custom entries to log more billable hours, share important events and dates with clients and keep track of firm-wide events, meetings and appointments. * **Task Management:** Keep track of pending tasks on legal cases, assign tasks to other members and set as many customized task categories as required using the Advanced Tasks portal. Get notifications about overdue tasks, organized by due date, in the main dashboard. * **Time and Expense Tracking:** Keep a record of time spent working by seamlessly adding entries from calendar events, tasks, communication logs, notes, documents, Outlook and Gmail. Track time and expenses in real time even when on the go using the mobile application. * **Performance Management:** Get detailed reports on the utilization of the firm’s time with insights on how to streamline workflows and reallocate resources for better productivity. Identify unbilled hours and write-offs to prevent further incidents. * **Legal Client App:** Clients can use the mobile app to receive push notifications, status updates and case details, contact their lawyer and scan and upload documents. Case lawyers provide sign up links via email for secure login with Face ID or Touch ID verification. ## Limitations At the time of this review, these are the limitations according to user feedback: * Functions depend heavily on integrations and contain bugs. * More expensive than its competitors. * Requires manual import of documents and accounting information during implementation. * Requires users to subscribe to both Clio Grow and Clio Manage to access the entire suite. * Limited accounting abilities without QuickBooks integration. * Reporting lacks customizability. ## Suite Support The support portal offers personalized live chat and phone support 24 hours a day, 5 days a week from a team of trained professionals. The vendor also includes data migration support to securely transfer data and reduce time to market. Additional resources include Clio Cloud Conference sessions with keynote speakers, articles and trends reports and online training. _mail\_outline_Email: support@clio.com. Usually responds within 24 hours or one business day. _phone_Phone: 1-888-858-2546; Helpline is available from Monday 12:00 a.m. to Friday 11:59 p.m. PST. _school_Training: Access free, on-demand training through the online academy. For a more personalized training experience, book a live training session with one of their experts. _local\_offer_Tickets: Not specified. ## Compare to Other Leading Software These are the top products most often compared. Generating Scorecard... Compare to Clio You can choose 4 products to compare [ Thread Legal ](https://www.selecthub.com/p/legal-case-management-software/thread-legal/) [ CARET Legal ](https://www.selecthub.com/p/legal-practice-management-software/caret-legal/) [ Smokeball ](https://www.selecthub.com/p/legal-practice-management-software/smokeball/) [ Rocket Matter ](https://www.selecthub.com/p/legal-practice-management-software/rocket-matter/) [ Lawcus ](https://www.selecthub.com/p/legal-practice-management-software/lawcus/) [ CosmoLex ](https://www.selecthub.com/p/legal-practice-management-software/cosmolex/) [ AbacusLaw ](https://www.selecthub.com/p/legal-practice-management-software/abacuslaw/) [ 8am MyCase ](https://www.selecthub.com/p/legal-practice-management-software/8am-mycase/) [ Law Ruler ](https://www.selecthub.com/p/legal-software/law-ruler/) Generating Scorecard... Compare to Clio ## Head-to-Head Comparison ![Clio Software Tool]() vs * [8am MyCase](https://www.selecthub.com/legal-practice-management-software/8am-mycase-vs-clio/) * [AbacusLaw](https://www.selecthub.com/legal-practice-management-software/clio-vs-abacuslaw/) * [Actionstep](https://www.selecthub.com/legal-practice-management-software/clio-vs-actionstep/) * [Amicus Attorney](https://www.selecthub.com/legal-practice-management-software/clio-vs-amicus-attorney/) * [Amicus Cloud](https://www.selecthub.com/legal-practice-management-software/clio-vs-amicus-cloud/) * [BaseNet](https://www.selecthub.com/legal-practice-management-software/clio-vs-basenet/) * [Bill4Time](https://www.selecthub.com/legal-practice-management-software/clio-vs-bill4time/) * [CARET Legal](https://www.selecthub.com/legal-practice-management-software/clio-vs-caret-legal/) * [CaseFox](https://www.selecthub.com/legal-practice-management-software/clio-vs-casefox/) * [Centerbase](https://www.selecthub.com/legal-practice-management-software/clio-vs-centerbase/) * [Clio Manage](https://www.selecthub.com/legal-practice-management-software/clio-vs-clio-manage/) * [CosmoLex](https://www.selecthub.com/legal-practice-management-software/clio-vs-cosmolex/) * [Coyote Analytics](https://www.selecthub.com/legal-practice-management-software/clio-vs-coyote-analytics/) * [Elite 3E](https://www.selecthub.com/legal-practice-management-software/clio-vs-elite-3e/) * [Filevine](https://www.selecthub.com/legal-practice-management-software/clio-vs-filevine/) * [Firm Central](https://www.selecthub.com/legal-practice-management-software/clio-vs-firm-central/) * [Lawcus](https://www.selecthub.com/legal-practice-management-software/clio-vs-lawcus/) * [Lawmatics](https://www.selecthub.com/legal-practice-management-software/clio-vs-lawmatics/) * [Lead Docket](https://www.selecthub.com/legal-practice-management-software/clio-vs-lead-docket/) * [LEX Reception](https://www.selecthub.com/legal-practice-management-software/clio-vs-lex-reception/) * [MerusCase](https://www.selecthub.com/legal-practice-management-software/clio-vs-meruscase/) * [Needles](https://www.selecthub.com/legal-practice-management-software/clio-vs-assembly-needles/) * [PerfectLaw](https://www.selecthub.com/legal-practice-management-software/clio-vs-perfectlaw/) * [PracticePanther](https://www.selecthub.com/legal-practice-management-software/clio-vs-practicepanther/) * [Rocket Matter](https://www.selecthub.com/legal-practice-management-software/clio-vs-rocket-matter/) * [Smokeball](https://www.selecthub.com/legal-practice-management-software/clio-vs-smokeball/) * [Tabs3](https://www.selecthub.com/legal-practice-management-software/clio-vs-tabs3/) * [Time Manager](https://www.selecthub.com/legal-practice-management-software/clio-vs-time-manager/) ## Awards SelectHub research analysts have evaluated Clio and concluded it deserves the award for the Best Overall Legal Practice Management Software available today and earns best-in-class honors for Calendar Management, Client and Contact Management, Task Management and Integrations and Extensibility. Clio stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![Analysts' Pick Award]() ![User Favorite Award]() ![Calendar Management Award]() ![Client and Contact Management Award]() ![Task Management Award]() ![Integrations and Extensibility Award]() ## Similar Products Here are the most similar products to Clio. [ Amicus Cloud ](https://www.selecthub.com/p/legal-practice-management-software/amicus-cloud/) [ PerfectLaw ](https://www.selecthub.com/p/legal-practice-management-software/perfectlaw/) [ Lead Docket ](https://www.selecthub.com/p/legal-practice-management-software/lead-docket/) [ CARET Legal ](https://www.selecthub.com/p/legal-practice-management-software/caret-legal/) [ Bill4Time ](https://www.selecthub.com/p/legal-practice-management-software/bill4time/) [ Needles ](https://www.selecthub.com/p/legal-practice-management-software/assembly-needles/) [ LawMaster ](https://www.selecthub.com/p/legal-practice-management-software/lawmaster/) [ Lexicon Services ](https://www.selecthub.com/p/legal-practice-management-software/lexicon/) [ NuLaw ](https://www.selecthub.com/p/legal-practice-management-software/nulaw/) [ HoudiniESQ ](https://www.selecthub.com/p/legal-practice-management-software/houdiniesq/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [ Choose your main industry](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [ Choose your company size](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "Legal Management", "item": "https://www.selecthub.com/category/legal/" }, { "@type": "ListItem", "position": 3, "name": "Legal Practice Management Software", "item": "https://www.selecthub.com/c/legal-practice-management-software/" }, { "@type": "ListItem", "position": 4, "name": "Clio" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "Clio", "description": "Clio is an industry-leading end-to-end solution to streamline all aspects of a law firm — case management, daily workflows, billing, client relationship and in-depth reporting. Firms can opt for its practice management and billing-focused Clio Manage, client-facing Clio Grow or combine the best of both worlds with Clio Suite. Users can access a centralized calendar to schedule workflows, deadlines and client appointments with reminders, checklists and follow-ups. They can also access and manage cases, matters, documents and clients in real-time and generate bills with personalized payment plans, track billable hours and account receivables to maximize firm revenues. It provides a secure database for easy access to client records, documents and matters. It simplifies client intake, relationship and retention processes with lead generation, secure communication, client tracking and online payment modules. It also provides robust customizable dashboards and reporting to enable data-driven insights on different facets of the firm. Scalable for practices of all sizes, firms can leverage more than 200 integrations and its immersive referral network to enrich its functionality. Its dedicated cybersecurity and cloud deployment enable users and teams to connect securely and remotely from the devices of their choice. ", "review": { "@type": "Review","reviewRating": { "@type": "Rating", "ratingValue": 86, "bestRating": 100 }, "author": { "@type": "Person", "name": "Riddhiman Roy", "reviewBody": "Clio offers practice management capabilities, along with data and task management modules. According to reviews, its primary functions like time tracking, billing and matter management meet modern legal requirements. It’s scalable, secure and easy to use, with a responsive support team to back it up. However, reviewers noted that integrations are buggy and loading time is slow. While the features make it worthwhile, many users feel that the cost could be lower. 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