Clio Reviews in June 2025: User Ratings, Pros & Cons

"Clio Provides Large Firm resources to Small Firms"

What do you like best about Clio? Clio is fairly easy to use and provides the resources to manage a large client base professionally. I especially like the LawPay integration which has made processing credit card payments much easier. What do you dislike about Clio? 1. We have our own numbering system and we have to override Clio 2. When entering employees of a customer there is no field for position unless you create a separate entry for the person 3. Would like to generate Retainer ...

"Helpful and easy to implement"

What do you like best about Clio? Works well for client tracking, billing, What do you dislike about Clio? Creating documents for use in Clio seems more cumbersome than is necessary. Recommendations to others considering Clio: Just do it - the learning curve isn't bad at all! What problems is Clio solving and how is that benefiting you? Client and referral tracking, billing

"A Mix of emotions"

What do you like best about Clio? The billing side of Clio is absolutely fantastic. There is minimal issues, easy to work with clients by sending Invoices and receiving online payments. I would highly recommend Clio mainly for the billing side of the application. What do you dislike about Clio? The document uploading and downloading. Our firm has had and is still having issues with this area. Clio documents seem to be too time-consuming and complicated, not at all what we were sold when ...

"Clio is the true leader in flexible, web based open API law firm practice management software"

What do you like best about Clio? Clio has a dedicated web, iPadOS and iOS app to access your information both on a computer or on your device, and has a fantastic published API to allow developers to create/manage integrations to help users build a powerful customized version of their platform. What do you dislike about Clio? Clio sometimes brands their own stuff (such as the client app) SO much that the (paying) lawyers who use it with their clients end up confusing clients because it's ...

"One of the best CRMs for Law Firms"

What do you like best about Clio? The ability to integrate different aspects of my practice. I can do everything from here, Intakes, email management, case management, and so much more. I can upload documents and even financials. What do you dislike about Clio? the automatic names assigned to the cases, but that is nothing compared to the other perks this amazing CRM has! Recommendations to others considering Clio: It does not matter the size of your company, Clio fits all business ...

"Wow, so many features available!"

What do you like best about Clio? Organizing your workload with the "Tasks" feature has been one of the best tools I have come across. Also, utilizing the "Notes" section has helped keep everyone in the know of what is going on with each matter. What do you dislike about Clio? So far, I have been able to figure out a way to do what I need to within Clio, so at this time, I can't say that there is anything I "dislike" or would make better. Recommendations to others considering Clio: If you ...

"Clio is Basic, but Helpful"

What do you like best about Clio? Easy billing, streamlined case management, and easy to access regardless of your location. I also like the notes feature, so multiple attorneys can leave case updates. What do you dislike about Clio? What I like least about Clio is the layout. It feels dated and clumsy and, while easy to use, it does not look very good, in my opinion. I wish it looked more professional, clean, and modern, as opposed to dated. What problems is Clio solving and how is that ...

"Great concept, fix the app"

What do you like best about Clio? This is my all in one platform for managing my clients. All of my billing is kept accurately. What do you dislike about Clio? The iPad app is terrible because it will not allow for split screen or multitasking. Recommendations to others considering Clio: Multitasking What problems is Clio solving and how is that benefiting you? It makes billing a breeze. It takes a lot of stress out of my trust accounting.

"Easy to Use; Many Helpful Features"

What do you like best about Clio? I think the app is the best feature! It's so easy to just open the app and add a quick note from a client meeting, instead of having to remember until you are able to sit down at your computer. What do you dislike about Clio? I don't love the time tracker. While it's helpful if you're working on Clio tasks, the tracker is less helpful for keeping time of off-line tasks. It's also a little difficult to switch between various client codes when keeping track ...

"Very Strong Personal Injury Tool..."

What do you like best about Clio? The strongest thing about Clio is their Contact Directory. I can track every convo i have with a particular contact and then I can also click on the contact and see every convo i've had with that contact. I am also able to tag the case to the notes on the conversations. What do you dislike about Clio? I wish their Medical Provider input was stronger. It would be really nice to be able to see what the status of records/billing requests are AND to see the ...