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

"It could be better"

What do you like best about Clio? The calendar is good. I like how it has the client portal, and things are secure when sending items out. What do you dislike about Clio? I wish the calendar could be color coded. That would make life easier. What problems is Clio solving and how is that benefiting you? Nothing. Ever problem we have, they can't do anything about it. It is quite annoying

I love Clio

I love Clio! very easy to navigate around and has really cool features that our firm has found very valuable. uploading documentation and being able to communicate with our clients through Clio is life changing. It truly makes our work day run much smoother.

"Big Oversell for Small Firms: Beware"

What do you like best about Clio? Clio is a fairly useful document merge software. It can even replace the basic mailmerge features of Microsoft Word at the cost of being only a little more complex. Financial features are somewhat useful What do you dislike about Clio? Calendar features completely unusable (support told me to use third party software instead) if you have more than one client at a court date. This includes automatic notification, which was a major selling point. Client notes ...

"Clio - The Intake Software Program"

What do you like best about Clio? I like that Clio is very user-friendly. You are able to create many different matters on the intake, hired, and did not hire pipeline to help create an efficient flow for the intake process. I also like that I can easily send invoices and create pre-drafted emails that can help me quickly respond to clients depending on their issues. Also, you can add tasks to selected team members and it will remind you when the task is due or needs to be done by. Its ...

"Clio Review"

What do you like best about Clio? Ease of use, mobile user friendly, ability to send bills out with one click. What do you dislike about Clio? The wide-view format presents accessibility issues and the training provided by Clio representatives is virtually nil. What problems is Clio solving and how is that benefiting you? Accounting and practice management.

"Great tool for practice management!"

What do you like best about Clio? I love that Clio is a one-stop shop for practice management - all of your firm's information (contacts, client files, billing, phone messages, reports, etc.) are all in one program that can be accessed from anywhere. The mobile app makes life easy for the on-the-go attorney too! Both the online program and the app are so user friendly! What do you dislike about Clio? We use a sync between Quickbooks Online (QBO) and Clio so that the payments made in Clio ...

"Clio has been amazing in making my practice work smoothly and organized"

What do you like best about Clio? Bringing all the information in one place, web functionality, text updates and emails to clients in calendar entries, billing What do you dislike about Clio? I haven't figured out a way to have all my documents that I normally keep in dropbox synced in clio; that would be helpful What problems is Clio solving and how is that benefiting you? Billing and client communication, calendaring

"Works great, constantly improving!"

What do you like best about Clio? Constanly improving and adding new features without increasing pricing. What do you dislike about Clio? It takes some time to figure out how to use all the features! What problems is Clio solving and how is that benefiting you? Organizing all of client matters and client contact information.

"Great tool to have in your team"

What do you like best about Clio? It's a great software to manage intake (Grow) and clients (Manage), you have all the information needed from each client in one place. I work as a legal assistant for a foreign law firm, and we are able to work together on the same matter from different parts of the world. What do you dislike about Clio? Not that much, I would improve in Clio Grow the way to build templates or documents, sometimes is not as effective or easy as it should be. What problems ...

"Clio has been a great organization and communication tool for our firm."

What do you like best about Clio? I can easily access a great starting point for each case I'm working on that day. What do you dislike about Clio? Sometimes Clio does not upload new case files into Finder. Recommendations to others considering Clio: Clio is essential to keep staff organized and accountable. What problems is Clio solving and how is that benefiting you? We are able to have great communication when we are working remotely. It saves time to know where each staff member is ...