Clio Review – Clio Law Firm Software Online
4 Graduates, All Articles, Web & Technology 7 Comments »Below is a review of Clio from 2012, followed by an old review from 2009. The 2009 Clio review has become obsolete due to substantial improvements since 2009.
2012 Clio Review
My first experience with Clio a couple years ago led me to conclude that Clio was not ready for our firm, and I suspect that many other attorneys had similar conclusions.
However, I now consider Clio to be a fantastic option for small law firms and solo attorneys.
Three attorneys and a paralegal in our firm recently tested Clio in a comprehensive way, using it for a number of months. We have been exceedingly impressed by how robust it is and yet Clio remains simple to use.
In short, I think Clio is an outstanding option for small law firms or solo attorneys. Despite my earlier recommendation against Clio, I think Clio now has exactly what small law firms need to provide case management for their practice with all the important features and an efficient, simple, time-saving user interface that eliminates the frustration I have had with most practice management software.
Flexible and Powerful
There was a time when software with a lot of features was also complex to operate. However, Clio offers feature-rich law firm software in an intuitive and simple user interface.
We put Clio to the test with a variety of fee structures including
- flat fees,
- hourly fees,
- contingency fees, and
- hybrid attorneys fees.
We also tested tracking of expenses, mileage reimbursement, and client trust accounts. Clio did it all!
Clio was highly customizable for a variety of attorneys and circumstances:
- Some attorneys like multiple timers, while others like manual time entry.
- Some attorneys like writing out a description of each time entry, while others like selecting from a list of standard descriptions.
- Some clients need an invoice separating multiple legal matters, while some clients need an invoice consolidating all time regardless of the number of matters.
Whatever we tried to throw at Clio, Clio handled it with ease. Customizing Clio was easy, and the administrative staff, tech staff, and attorneys were all happy. Any attorney around for a few years can tell you that this painless experience with practice management software is exceptional and rare.
Attorneys No Longer Need a Network or Server
Our small law firm has no network. Clio doesn’t require a network, because it is merely a website, so attorneys can access it anywhere, including from their smart phones. We no longer need a network because, thanks to Clio, all of our software is “in the cloud.” For example, we share and backup all files with Dropbox; use Google Apps for calendar, tasks, email, and contacts; and store notes in Evernote. The only software we buy to install on computers is Microsoft Word, but with Google Docs and Open Office, even Word may no longer be needed.
Clio Invoicing
I compared Clio to Freshbooks and a number of other SaaS invoicing services. Nothing came close to Clio for attorneys (admittedly, I did not compare Rocketmatter recently). Once especially nice Clio feature is the option to include account statements with every invoice. That is, Clio will generate an invoice and can also attach an overview of the client’s account showing all payments and invoices to date. Clients love this. This feature has allowed us to stop invoicing in Quickbooks. The simplicity of Clio invoicing has turned invoicing from a nightmare (during our Quickbooks days) to what it should be—a simple review of work done for clients and related expenses. We still use Quickbooks for reconciling checking accounts, but Clio tracks all client invoices, attorney time, expenses, trust account balances, and client payments.
How Clio Could Improve
Clio has made amazing improvements since my 2009 review, so it would be no surprise if the remaining issues I have are resolved soon. My current issues are these.
Feature Request 1: Reports by Email
First, it would be nice to have a feature where Clio could send a weekly email to attorneys showing their hours worked and other statistics, so attorneys and their supervisors could constantly be reminded of their progress (or lack of progress). While this report is available in Clio, a nice feature in Clio would be to schedule emailing of reports on a periodic basis.
Feature Request 2: One-Click Emailing of Invoices as PDF Attachments
Second, Clio provides no way to email invoices as attachments except for first saving the invoice as a PDF and then emailing it. Clio offers a Clio Connect service that emails clients, but clients then need to login to see their invoice, which is an unnecessary and annoying set of additional steps for clients, especially those who are tech-challenged. While this isn’t a major problem, we would love to be able to click a button (after approving all invoices) and have them mass emailed to each client with a custom-written email from us explaining that their invoice is attached.
Amazing Customer Service
Customer service is a big issue for lawyers. Time is money, and waiting for technical support can be costly. Here, Clio impresses us every time we have a problem. When we call, within a few rings we are greeted by a Clio representative who is friendly and knowledgeable. Frankly, I have never had phone support like Clio’s. Clio’s online support is equally impressive, providing a thoughtful and helpful response to questions within hours of my online request. For customer service, no company can surpass Clio’s responsiveness and helpfulness.
2012 Clio Review Conclusion
While I discouraged use of Clio in the past (see the 2009 review below), I now believe Clio is an exceptional option for solo attorneys and small firms. I have not recently tested Rocketmatter or other competitors, but I have no need to because Clio does everything we need and is robust enough to grow with us. In addition, Clio’s rate of innovation and top rate customer service cannot be matched.
Disclaimer: I received no monetary compensation for writing this review. I have no ties to Clio. However, we did receive free access to test Clio and the other SaaS practice management software in preparation for writing this review.
2009 Clio Review (outdated)
Note: The following review was written in 2009 and has since been updated with the 2012 version above. The makers of Clio have made major improvements to the software, so this 2009 review is no longer applicable.
For years, law firm software has been overly complex, frustrating, time consuming, and difficult. Today, solo attorneys and small firms have a variety of better options.
Non-law companies are offering software online, like Gmail and Zoho. And now, even law firm software is available as an online tool, fully functioning within your web browser. Techies refer to this as Software as a Service (“SaaS”), providing software through a web browser and storing the data “in the cloud” (i.e. online).
The two big players in the online law firm software niche are Clio and Rocketmatter. This is a review of Clio, followed by a comparison to Rocketmatter and traditional law firm software. » FULL STORY

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