Clio Software Reviews, Demo, and Pricing 2024.
Table of Contents
Clio is the premier legal firm management software, with over 150,000 lawyers using it and the highest number of 5-star evaluations. The only legal program with over 1,500 Capterra reviews.
Lawyers may access and manage their work in one single system, which contains all of their issues, contacts, documents, billing, and payments. To discover more, schedule a live demo.
Clio is a cloud-based legal practice management system that is appropriate for small to big law offices. The platform allows law firms and other legal enterprises to keep track of crucial dates, handle client cases and documents, bill customers, and take payments. The Clio dashboard provides billable hour targets and goals, as well as performance data depending on these metrics.
Clio Payments enables attorneys to accept payments directly into their clients’ trusts or operational accounts.
Users may utilize the billing function to develop unique bill plans, manage charge structures, do automated or manual time entry, bill by email, and provide customers with access to information via email or the secure client portal. Document automation, custom field generation, electronic signature capture, and other document management tools are available.
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The Clio mobile app for iPhone, iPad, and Android allows law firm personnel to conduct client interactions, document management, billable hour tracking, case management, and other tasks from any location. To assist users in staying connected, the mobile app also includes push alerts and messaging options.
Pricing of Clio.
Clio price differs depending on whether law firms purchase the Clio Manage app, the Clio Grow app, or the Clio Suite as a whole. The Clio platform integrates with over 200 third-party software products, including legal firm management software, marketing tools, payment systems, and more.
Clio price per user begins at $39/month.
The starting price is: $39.00 monthly
Trial period: AvailableVersion for free: No longer available
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Features
- API
- Alerts/Notifications
- Accounting
- Automatic Billing
- Accrual Accounting
- Activity Dashboard
- Case Notes
- Activity Tracking
- Access Controls/Permissions
- Asset Accounting
- Case Management
- Client Management
- Calendar Management
- Billable Items Tracking
- Billing & Invoicing
- Billing Rate Management
- CRM
- Accounting Integration
- Conflict Management
- Automatic Backup
- Document Classification
- Calendar Sync
- Audit Trail
- Archiving & Retention
- Document Automation
- Check Writing
- Document Review
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Contact Database
- Bankruptcy Case Management
- Electronic Payments
- Expense Tracking
- Customizable Forms
- Document Storage
- Data Import/Export
- Deadline Management
- File Management
- Customizable Reports
- Document Capture
- Document Generation
- Document Management
- Document Templates
- Electronic Signature
- Email Management
- Docket Management
- File Sharing
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Pros & Cons.
PROS.
- The customer support of Clio is the best I’ve ever seen.
- It is ranked #1 in the accounting software for lawyers.
- The integration with other programs is amazing.
- Excellent cloud-based software having good customer support.
CONS.
- Billing is inefficient, sometimes causing trouble in uploading documents.
- The automation of documents is terrible.
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