Clio Review - Features, Pricing & Deals

Clio is a cloud-based legal practice management software that helps law firms handle their daily operations more efficiently. The platform brings together essential tools for case management, billing, document handling, and client communications in one central hub.

Law firms can manage everything from client intake to final billing through the system's comprehensive feature set. The software includes tools for tracking billable hours, managing documents, scheduling appointments, and processing online payments. A secure client portal lets attorneys share case details and documents with their clients safely.

The platform integrates with over 250 third-party tools and includes AI capabilities through Clio Duo to help automate routine tasks. For firms concerned about reliability, Clio maintains a 99.9% uptime guarantee and provides robust security measures to protect sensitive client data.

Pricing starts at $39 per user monthly for the basic plan, with more advanced features available in higher-tier packages. The software serves various practice areas, from solo practitioners to large firms, with specialized tools for different types of legal work including nonprofit and medical record management.

• Comprehensive Case Management: Capture every detail of legal cases, track tasks, and collaborate seamlessly with team members across your entire law firm.
• Advanced Financial Management: Generate customizable invoices, track billable hours accurately, and manage trust accounts with integrated accounting tools.
• Secure Client Interaction: Streamline client intake using custom online forms, provide a secure client portal, and enable online appointment scheduling.
• Intelligent Document Handling: Automate legal document drafting, enable electronic signatures, and access a comprehensive library of court forms with cloud-based storage.
• Mobile Work Flexibility: Access your entire law practice remotely through a robust mobile app, capturing billable time and managing cases on the go.
• Extensive Third-Party Integrations: Connect with over 250 external tools to enhance productivity and streamline workflow across different platforms.
• AI-Powered Insights: Leverage Clio Duo's artificial intelligence to automate tasks, generate actionable insights, and improve overall firm efficiency.

• EasyStart plan at $39 per user per month offers basic legal practice management features including calendar, document, and task management, time tracking, billing options, and email integrations.
• Essentials plan at $79 per user per month adds client collaboration tools, secure portal access, document auto-fill, automated scheduling, and over 250 third-party integrations.
• Advanced plan at $109 per user per month includes enhanced features like case progress visualization, full-text document search, unlimited e-signatures, and priority support.
• Complete plan at $139 per user per month provides comprehensive solutions with client intake tools, marketing features, website creation, Google Ads support, and advanced automation capabilities.
• Payment processing fees include 1% for eCheck payments, 2.95% for credit/debit card payments in the US (3.5% for AMEX), and 2.95% for credit card payments in Canada.

Clio offers four main plans: EasyStart ($39/user/month), Essentials ($79/user/month), Advanced ($109/user/month), and Complete ($139/user/month). Each plan builds on the previous one with more features. The Complete plan includes Clio Grow for client intake and marketing. There are also payment processing fees: 1% for eCheck payments and 2.95% for credit cards (3.5% for AMEX). Some firms might need add-ons like Advanced Document Automation or HIPAA protection at extra cost. Most people find it worth checking if your bar association offers member discounts before signing up.

It depends on your needs and budget. Solos can benefit from Clio's all-in-one approach to case management, billing, and client communication. However, some solo attorneys find the cost high compared to simpler alternatives. The EasyStart plan at $39/month might work for basic needs, but you'll miss features like client portal and document automation. The best approach is trying their free trial to see if the efficiency gains justify the cost for your practice. Some solos report that Clio pays for itself by catching billable hours they'd otherwise miss.

Clio's client portal lets your clients access case information, documents, and communications in one secure place. You control what they can see. Clients can upload documents, view invoices, make payments, and exchange messages without endless email chains. The portal sends notifications when you share new items. It's included in the Essentials plan and higher, not the basic EasyStart plan. Most clients find it easy to use without training, which saves you time explaining things over the phone. The portal works on computers, tablets and phones, making it convenient for clients on the go.

Clio Manage is the main practice management system that handles cases, billing, documents, calendars, and time tracking. It's what most people mean when they say "Clio." Clio Grow focuses specifically on client intake, lead management, and marketing. It helps you track potential clients, automate follow-ups, create intake forms, and manage consultations. While Manage works with existing clients, Grow helps you get new ones. You can use either separately, but they work best together (included in the Complete plan). The integration means client information flows seamlessly from initial contact to becoming a case.

Reviews about Clio's customer support are mixed. They offer support through phone, email, and chat with a 99.9% uptime guarantee. Many users praise their responsive team and helpful training resources. However, some recent reviews mention frustration with support quality, especially when dealing with technical issues or app integrations. Advanced and Complete plan users get priority support. Their help center has videos and guides that answer common questions. If support quality matters to you, it might be worth asking for a support demo during your trial period to judge for yourself.