Clio Reviews in July 2026: User Ratings, Pros & Cons

"All inclusive CRM"

What do you like best about Clio? Clio does it all - Client record and document keeping, scheduling, call logs, and searchable notes. Billing is seamless and app integrations with QuickBooks make capturing expenses second nature. Document automation and automatic appointment reminders have been helpful in freeing support staff up in order to be able to interact with our clients when and how they need. What do you dislike about Clio? Clio is still growing, and navigating these growing pains ...

"Clio is a miracle for my firm"

What do you like best about Clio? Clio is a great practice manager and helps with billing. Clio is always improving. What do you dislike about Clio? I do not have anything negative to say about Clio What problems is Clio solving and how is that benefiting you? Clio does everything for me.

"GREAT ONBOARDING AND TRANSITON SERVICE AND AN EASY TO USE INTERFACE"

What do you like best about Clio? Improved efficiency and management reports What do you dislike about Clio? Integration wiht MS Office suite can soemtimes be cumbersome What problems is Clio solving and how is that benefiting you? Puts key performance indicators for the firm on the main dashboard

"Wildly efficient!"

What do you like best about Clio? How it's organized. The different tabs and the fact that you can set up your own files within documents, also the 'task group' setting. You can add an entire group of tasks in one fell swoop. What do you dislike about Clio? 1. That you can't print an individual note that would include all the text of the entered note. As of right now, you can print it but it prints as a screen snip, so whatever is visible in the note is all that prints. 2. I also wish there ...

"Best billing and client management platform I've ever used."

What do you like best about Clio? It is very user friendly and requires little to no training and I love that it is web-based and can be used anywhere you're connected. What do you dislike about Clio? If your internet and WiFi are down, so is Clio. What problems is Clio solving and how is that benefiting you? Being able to quickly access client information and bill my time and expenses anywhere I go.

"Perfect Data Management and Billing Program"

What do you like best about Clio? I love Clio with the ease of use and inputting clients and keeping tract of their information and hearings and billing! What do you dislike about Clio? The Clio for growth schedule when inputting a quick appointment What problems is Clio solving and how is that benefiting you? Clio is helping our firm by elimating the need to hire another person to do billing when it can all be managed by one or two people.

"I don't know what I would do without Clio and don't understand how I ever did without it before."

What do you like best about Clio? What's not to like? The intake function of Clio Grow has changed and improved my intake process from gathering preliminary info to recordkeeping, scheduling consults, collecting consult fees, monitoring the entire process from initial contact to conversion to client status, getting engagement letters signed and intergrating conflict checks right into that process. Clio Manage is my personal assistant. When folks ask me if I have an office staff, I tell ...

"Clio is THE leader in legal practice management"

What do you like best about Clio? The best part about Clio is that it has everything you need in one place. It has reliable court deadlines, stores all documents for a matter, tracks time and expenses, can bill clients and collect online payments, and has many add-on integrations from eFiling to MSFT applications. They constantly upgrade and stay on top of the legal field to offer innovative products. What do you dislike about Clio? There are some areas where specific customization would be ...

"Digital Organization That's Done Well"

What do you like best about Clio? Clio has allowed us to track all communication, track our time and billing, and communication more effectively with our clients (through the clt portal). The add-in with Microsoft Outlook is a great & useful tool. What do you dislike about Clio? There are times when an email doesn't link up to the client's account immediately. It can take a day for the sync to actualize. Also the calendar sync with Outlook doesn't always work properly. It's been improved ...

"Very user friendly software that makes everything simpler"

What do you like best about Clio? Clio is very user friendly. Things seem to work intuitively. The app works seamlessly, and that is a big plus. What do you dislike about Clio? I wish there were more reports. I also wish CLIO Drive operated more like Dropbox or OneDrive and was customizable. Ideally, one could set up the drive by referral source, then by client, then by matter for that client. What problems is Clio solving and how is that benefiting you? Billing is much more streamlined ...