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Clio

Legal Practice Management

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★★★★☆ 4.6 / 5 on G2 · 4.7 on Capterra (991 G2 reviews)
4.6 / 5
G2 rating, 991 reviews [source]
2008
Founded [source]
$39
From per user / month [source]
All round
Firm management [source]

Quick facts

CategoryLegal practice management
Founded2008
HeadquartersBurnaby, Canada
Starts atFrom about $39/user/mo
Best forAll round firm management
DeploymentCloud, web and mobile
Free planFree trial
Integrations250+ integrations
G2 rating4.6 / 5
Capterra rating4.7 / 5

What is Clio?

Clio is the leading legal practice management platform, with case management, time tracking, billing, a client portal and a huge integration ecosystem, for firms of all sizes. Founded in 2008, it became the market leader in cloud legal software, letting firms manage matters, documents, calendars and deadlines, track billable time, generate invoices and take payments, communicate with clients through a portal, and connect to hundreds of other tools. With the broadest adoption and integration ecosystem in the category, plus trust accounting and strong client experience features, Clio serves solo practitioners through mid sized firms as an all round practice management platform. For all round legal practice management, Clio is the benchmark.

Clio's distinction is being the market leading, all round legal platform with the largest ecosystem. It covers the whole practice well, from matters and documents to billing and client portals, and its 250 plus integrations and broad adoption mean it connects to almost any legal and business tool and is widely supported. That breadth, ecosystem and market leadership, with strong ratings, make it the default choice for many firms.

Clio at a glanceClio is the leading legal practice management platform with a huge integration ecosystem [Clio]. It holds a 4.6 out of 5 rating across 991 reviews on G2 and 4.7 on Capterra, serving firms of all sizes.

Who Clio is best for

Clio is best for law firms of all sizes, from solo practitioners to mid sized firms, that want an all round, market leading practice management platform with the broadest integrations and strong client experience. It suits firms wanting breadth and ecosystem. It is a weaker fit for firms wanting the deepest document automation, where Smokeball fits, built in legal accounting as the priority, where CosmoLex fits, or specialised litigation case management, where Filevine fits.

Key features

The core strengths are case and matter management, time tracking and billing with online payments, a client portal, and document management, plus trust accounting. Clio offers calendaring and deadlines, reporting, AI features, and 250 plus integrations. Its all round coverage, market leading ecosystem and integrations, and strong client experience are its defining advantages for firms of all sizes.

Clio pricing

Clio is priced per user per month, with EasyStart from around 39 US dollars, Essentials around 69, Advanced around 99, and Complete bundling its client intake and CRM, plus a free trial. Higher tiers add advanced billing, automation and features. Pricing scales with users and tier. Match the plan to your firm size and needs. Confirm current figures on the Clio pricing page.

Integrations and ecosystem

Clio offers more than 250 integrations, the largest ecosystem in legal practice management, connecting to email, accounting like QuickBooks and Xero, e-signature, document, payment and many legal tools, plus its own Clio Grow intake and CRM. Its vast ecosystem, which lets firms connect almost any tool, is a signature strength and a key reason it leads the market.

Clio and the ecosystem

The integration ecosystem is Clio's signature: with the broadest set of integrations and widest adoption, firms can connect Clio to nearly any legal or business tool, and support, consultants and resources are abundant, reducing risk. For firms that want a platform that works with everything and is widely supported, this ecosystem and market leadership are a main reason to choose Clio.

Ease of use and support

Clio is praised for being capable yet approachable, with good support and extensive resources, suiting firms of all sizes, reflected in its strong ratings. Its G2 reviews highlight all round capability, integrations and client experience, with cost at higher tiers and less specialised depth than niche tools the main considerations.

Is Clio worth it?

For law firms of all sizes that want an all round, market leading practice management platform with the broadest integrations and strong client experience, Clio is the benchmark choice. The main caution is that firms prioritising the deepest document automation may prefer Smokeball, built in accounting CosmoLex, and specialised litigation Filevine, but for all round legal practice management Clio leads.

Pricing

EasyStart

$39
per user / month
  • Case management
  • Time and billing
  • Client portal

Essentials / Advanced

$69
per user / month
  • Trust accounting
  • Advanced billing
  • More features

Complete

Higher
per user / month
  • Practice + intake and CRM
  • Automation
  • AI

Pros and cons

Pros

  • Market leading all round platform
  • Largest integration ecosystem
  • Case, billing and client portal
  • Trust accounting
  • Widely adopted and supported

Cons

  • Higher tiers add cost
  • Less deep document automation than Smokeball
  • Not specialised for litigation
  • Advanced features gated to higher tiers

Clio alternatives

These legal practice management tools come up most often against Clio.

MyCase

All-in-one case management for small firms

PracticePanther

Legal practice management and automation software

Smokeball

Practice management with automatic time tracking

Clio FAQ

What is Clio used for?
Clio is used by law firms to run their practice: managing cases and matters, documents, calendars and deadlines, tracking time, billing and taking payments, communicating with clients through a portal, and connecting to hundreds of tools, with trust accounting.
How much does Clio cost?
Clio is priced per user per month, with EasyStart from around 39 US dollars, Essentials around 69, Advanced around 99, and Complete bundling intake and CRM, plus a free trial. See the Clio pricing page.
Is Clio good for small firms?
Yes. Clio serves firms of all sizes, including solo practitioners and small firms, with an all round platform, the largest integration ecosystem, trust accounting and strong client experience, which is why it leads the market.
Clio vs Smokeball, which is better?
Clio is the all round market leader with the biggest ecosystem, while Smokeball is stronger on document automation and productivity for document heavy small firms. Clio suits all round management; Smokeball suits document heavy practices.
Does Clio include trust accounting?
Yes. Clio includes trust accounting on its higher tiers to help firms handle client funds compliantly, alongside its case management, billing and client portal, which is essential for firms managing trust funds.
Does Clio integrate with other tools?
Yes. Clio offers more than 250 integrations, the largest ecosystem in legal practice management, connecting to email, accounting, e-signature, document, payment and many legal tools, which is a signature strength.

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