What is Clio?

Clio is a comprehensive cloud based practice management software, time and billing and client collaboration platform specifically designed for small and mid-sized law firms. Secure, and easy-to-use, Clio allows you to spend your valuable time building your practice, not managing IT.

Pricing

Clio Starting Price

$ 39/User/Month

Awards
Clio Award

Our Awards and Recognition

More Awards
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Clio Screenshots

Key Features of Clio

Here are the powerful features that make Clio stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • A/B Testing
  • Access Controls
  • Account Tracking
  • Accrual Accounting
  • Activity Tracking
  • Administrative Hearings
  • Advocate Management
  • Agency Management
  • Appeal Boards
  • Archiving & Retention
  • Automated Notices
  • Bankruptcy Case Management
  • Billing Management
  • Booking
  • Calendar Management
  • Callback Scheduling
  • Campaign Management
  • Case Defined Timekeepers
  • Case History
  • Case Management
  • Case Notes
  • Cell Maintenance
  • Check In / Out
  • Check Writing
  • Client database
  • Client Management
  • Client Portal
  • Client Statements
  • Collaboration
  • Collections Management
  • Commissary Management
  • Commission management
  • Communication Tracking
  • Completion Tracking
  • Compliance Management
  • Conflict Management
  • Contact Management
  • Contract Management
  • Court Cost Records
  • Court Management
  • Credit Bureau Reporting
  • Crime Scene Management
  • Criminal Database
  • CRM
  • Cross Ledger Posting
  • Customer Advocacy
  • Customer Statements
  • Data Import / Export
  • Deadline Management
  • Defendant Records
  • Discovery Management
  • Dispatching
  • Docket Management
  • Document Assembly
  • Document Imaging
  • Document Indexing
  • Document Management
  • Document Tagging
  • Email Management
  • Event Triggered Actions
  • Event-Based Notifications
  • Evidence Management
  • Expense Tracking
  • Fee Calculation & Posting
  • Field Reporting
  • Fines Management
  • Forms Automation
  • Forms Management
  • Government
  • In-House Collections
  • Incarceration Records
  • Incident Mapping
  • Indexing
  • Information Disclosure Management
  • Inmate Accounting
  • Investigation Management
  • Jury Management
  • Law Firms
  • Legal Case Management
  • Legal Forms Library
  • Legislation Tracking
  • Location Tracking
  • Multi-Office
  • Officer Shift Notes
  • Online Payment Processing
  • Overpayment Processing
  • Partial Payments
  • Patent / Trademark Management
  • Payment Plans
  • Petition Management
  • Political Advocacy
  • Portfolio Management
  • Receipt Management
  • Records Management
  • Relationship Tracking
  • Reminders
  • Renewal Management
  • Retainer Billing
  • Rules-Based Scheduling
  • Scheduling
  • Social Engagement
  • Spend Management
  • Status Tracking
  • Subpoena Tracking
  • Task Management
  • Tax Management
  • Team Management
  • Time Management
  • Time Tracking
  • Trademark Tracking
  • Transaction management
  • Trust Accounting
  • Vendor Management
  • Version Control
  • Warrant Tracking
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  • 401(k) Tracking
  • Access Controls
  • Account Tracking
  • Accounting
  • Accounting Integration
  • Accounting Management
  • Accounting Practice Management
  • Accounts payable
  • Accounts Receivable
  • Accrual Accounting
  • ACH Check Transactions
  • ACH Payment Processing
  • Activity Tracking
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Agency Management
  • Allocation
  • Analytics
  • Appointment Management
  • Appointment Reminders
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Asset Budgeting
  • Asset Lifecycle Management
  • Asset Management
  • Asset Planning
  • Audit Planning
  • Auto Dealer Accounting
  • AutoEntry
  • Automated Notices
  • Automated Scheduling
  • Automatic Time Capture
  • Background Screening
  • Balance Sheet
  • Bank Reconciliation
  • Banking
  • Banking Integration
  • Barcode Integration
  • Barcoding
  • Barcoding / RFID
  • Benchmarking
  • Benefits Management
  • Billable & Non-Billable Hours
  • Billable Hours Tracking
  • Billing & Invoicing
  • Billing and invoicing
  • Billing Management
  • Billing Portal
  • Billing Rate Management
  • Bills of Material
  • Bonds / Stocks
  • Bonus Management
  • Bonus
  • Loan & Advances Management
  • Bookkeeping
  • Budget Tracking/Job Costing
  • Budgeting
  • Budgeting & Forecasting
  • Business Performance Management
  • Business Process Automation
  • Business Rules Management
  • Calendar Management
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Cash Management
  • Change Orders
  • Channel Management
  • Charting
  • Check Printing
  • Check Processing
  • Checks & Controls
  • Church Accounting
  • Client database
  • Client Management
  • Client Portal
  • Client Statements
  • Collaboration
  • Collections
  • Collections Management
  • Commercial
  • Commission management
  • Committee Management
  • Commodity Futures
  • Communication Tracking
  • Compensation Assessment
  • Compensation Calculation
  • Compensation Management
  • Compensation Plan Modeling
  • Compensation Statements
  • Completion Tracking
  • Compliance Management
  • Compliance Reporting
  • Compliance Tracking
  • Conflict Management
  • Connect my bank
  • Consolidation/Roll-Up
  • Construction
  • Construction Accounting
  • Construction Breakdowns
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract Management
  • Contractors
  • Corporate Banking
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Court Management
  • CPA Firms
  • Credit Bureau Reporting
  • Critical Date Alerts
  • CRM
  • Customer DataBase
  • Customer Management
  • Customizable Dashboard
  • Customizable invoices
  • Dashboard
  • Data Exchange Capabilities
  • Data Source Connectors
  • Debit Card Support
  • Depreciation Management
  • Direct Deposit
  • Disposal Management
  • Distribution
  • Distribution Management
  • Docket Management
  • Document Archiving
  • Document Management
  • Document Printing
  • Document Retention
  • Document Templates
  • Donation Management
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Drill Down
  • Due date tracking
  • Dues Management
  • Dunning Management
  • Duplicate Payment Alert
  • eCommerce
  • eCommerce Accounting
  • eCommerce Tools
  • Electronic Signature
  • Email Integration
  • Email Management
  • Employee Database
  • Employee Management
  • Employee Scheduling
  • Enterprise Asset Management
  • Equipment Maintenance
  • Equipment Tracking
  • ERP
  • Event Management
  • Expense Management
  • Expense Report
  • Expense Tracking
  • Field Sales Management
  • File Sharing
  • Financial Accounting
  • Financial Management
  • Financial Reporting
  • Financial Reports
  • Fixed Asset Management
  • FMLA Tracking
  • For Private Schools
  • For Real Estate
  • Forecasting
  • Forms Management
  • Fraud detection
  • Fund accounting
  • Fund Management
  • Fundraising Management
  • General Ledger
  • General Ledger Entry
  • Goal Setting / Tracking
  • Government
  • Grant Management
  • Graphs & Charts
  • GST
  • Historical Database
  • Hourly billing
  • Hourly Employee Tracking
  • HR & Payroll
  • HR Management
  • Idea Management
  • Import / Export Management
  • In-House Collections
  • Incentive Programs
  • Incident Reporting
  • Income Statements
  • Intelligence Reporting
  • Interaction Tracking
  • Internal HR
  • International Accounting
  • Inventory Management
  • Inventory Tracking
  • Investment
  • Invoice
  • Invoice Designer
  • Invoice Management
  • Invoice Processing
  • Invoicing
  • Issue Management
  • Item Management
  • Job Costing
  • Job Requisition
  • Job Work
  • Key Performance Indicators
  • Knowledge Base Management
  • Late Fee Calculation
  • Law Firms
  • Legal Case Management
  • Listing Management
  • Logistics Management
  • Loyalty Program
  • Mail Order
  • Maintenance Management
  • Manufacturing
  • Marketing Management
  • Material Management
  • Material Workflow
  • Member Database
  • Membership Management
  • MIS Reporting Capabilities
  • MIS Reports
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Support
  • Mobile Time Tracking
  • Modeling & Simulation
  • Multi Currency
  • Multi Location
  • Multi-Branch Connectivity
  • Multi-Company
  • Multi-Country
  • Multi-Department/Project
  • Multi-Office
  • Multi-State
  • Multi-Store Management
  • Multiple Billing Rates
  • Multiuser Login & Role-based access control
  • Nonprofits
  • Onboarding
  • Online Banking Integration
  • Online Booking
  • Online document storage (back-up)
  • Online invoicing
  • Online Payment Processing
  • Online payments
  • Online Punch Card
  • Opportunity Management
  • Optical Character Recognition
  • Order Fulfillment
  • Order Management
  • Outstanding
  • Overpayment Processing
  • Overrun Projections
  • Overrun Reporting
  • Overtime Calculation
  • Owner Portal
  • Partial Payments
  • Partnership Accounting
  • Payment Gateway Integration
  • Payment Handling
  • Payment Management
  • Payment Plans
  • Payment Processing
  • Payment Tracking
  • Payroll
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Appraisal
  • Performance Metrics
  • Portfolio Management
  • POS invoicing
  • POS Transactions
  • Predictive Analytics
  • Procurement
  • Procurement Management
  • Product Database
  • Production Cost Tracking
  • Production Management
  • Profit/Loss Statement
  • Project Accounting
  • Project billing
  • Project Management
  • Project Tracking
  • Property Management
  • Purchase Order Management
  • Purchase Orders
  • Purchasing
  • Qualitative Analysis
  • Quantitative Analysis
  • Quotation & Estimates
  • Rate Management
  • Receipt Management
  • Receipt Printing
  • Receipt Upload
  • Reconciliation
  • Records Management
  • Recruiting Firms
  • Recurring Billing
  • Recurring invoice
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reminders
  • Remote Document Access
  • Rent Tracking
  • Reorder Management
  • Report Export
  • Reporting
  • Reporting/Analytics
  • Residential
  • Residential Leases
  • Residential Properties
  • Resource Management
  • Retainer Billing
  • Returns Management
  • Revenue Management
  • Revenue Recognition
  • RFI & Submittals
  • Risk Assessment
  • Risk Management
  • Roadmapping
  • Rules-Based Scheduling
  • Salaried Employee Tracking
  • Salary Planning
  • Sales Forecasting
  • Sales Tax Management
  • Scenario Planning
  • Scheme Management
  • School Accounting
  • Scorecards
  • Self Assessment
  • Self Service Portal
  • Serial Number Tracking
  • Service Request Management
  • Service Tax
  • Shipping Management
  • Short / Long Term Rental
  • Signature Capture
  • SKU / UPC codes
  • SOAP Notes
  • Spend Control
  • Spend Management
  • Staff Calendar
  • Staff Management
  • Status Tracking
  • Statutory Capabilities
  • Stock Management
  • Strategic Planning
  • Subcontractor Management
  • Supplier and Purchase Order Management
  • Supplier Management
  • Supply Chain Management
  • Task Management
  • Tax
  • Tax Calculator
  • Tax Management
  • Taxation Management
  • TDS
  • TDS / TCS
  • Templates
  • Territory Management
  • Ticket/Issue Tracking
  • Time and Expense
  • Time Tracking
  • Timesheet Management
  • Tip Distribution
  • Trading Excise Registers
  • Transaction management
  • Transaction Review
  • Trust Accounting
  • Utility Billing
  • Variable Workforce
  • Vat
  • VAT / CST / GST Reports
  • Vendor Management
  • Version Control
  • Volunteer Management
  • W-2/1099 Preparation
  • Wage Garnishment
  • Warehouse Management
  • What If Scenarios
  • Work order management
  • Workflow Configuration
  • Workflow Management
  • Workstation Tracking
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  • Approval Process Control
  • Approval Workflow
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Claims Management
  • Client Management
  • Client Portal
  • Contact Management
  • Contract Management
  • Document Management
  • Due date tracking
  • E-Prescribing
  • Email Management
  • EMR / EHR
  • For CPA Firms
  • HIPAA Compliant
  • Insurance Eligibility Verification
  • Inventory Management
  • Multi-Office
  • Multi-Physician
  • Patient Billing
  • Patient Portal
  • Patient Records
  • Patient Registration
  • Patient Scheduling
  • Physician Scheduling
  • Project Management
  • Scenario Planning
  • Staff Management
  • Task Management
  • Tax Filing
  • Time Tracking
  • Workflow Management
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  • Activity logging
  • Alerts & Notifications
  • Assignment Management
  • Billing
  • Billing Management
  • Calendar management
  • Case Management
  • Central Database
  • Centralized Management
  • Centralized Repository
  • Claims Management
  • Client Management
  • Communication Management
  • Conflict Management
  • Contact management
  • Corporate / Business
  • Dashboard
  • Document Management
  • Email integration
  • Email tracking
  • Examination Management
  • Expense Tracking
  • File Server Security
  • Free Outlook Plugin
  • Front Office management
  • Government
  • Inquiry Management
  • MIS Reports
  • Mobile App
  • Pending Changes
  • Practice Management
  • Receipt Management
  • Records management
  • Reminders
  • Renewal Management
  • Reports
  • Task Management
  • Technical Support
  • Time Management
  • Time Tracking
  • Trust Accounting
  • Workflow
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  • Account Tracking
  • Activity Tracking
  • Billable Hours Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Case Management
  • Check Writing
  • Client Portal
  • Client Statements
  • Compliance Management
  • Conflict Management
  • Customer Statements
  • Document Management
  • Expense Tracking
  • Fee Calculation & Posting
  • Invoice Processing
  • Mobile Access
  • Multi-Office
  • Multiple Billing Rates
  • Online Payment
  • Project Tracking
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Retainer Billing
  • Rules-Based Scheduling
  • Staff Calendar
  • Task Management
  • Tax Management
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
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Clio Pricing

Here are the pricing plans for Clio. Choose the plan that best fits your requirements and budget. Get Detailed Clio pricing as per your requirements.

Starter
$ 39
User/Month
  • Manage your case and contact information
  • Get unlimited file storage
  • Access Clio from anywhere
Pricing
Boutique
$ 59
User/Month
  • Everything in Starter, plus:
  • Streamline your billing with comprehensive workflows and online credit card transactions
  • Customize case information to track what matters to you
  • Sync 70+ third-party services like Office 365 and QuickBooks Online
Pricing
Elite
$ 99
User/Month
  • Everything in Boutique, plus:
  • Never miss a court deadline with automatic court scheduling
  • Work within set case budgets and measure productivity
  • Get more firm-wide insights with advanced reporting
  • Get access to priority support and 1-on-1 training sessions
Pricing

Clio Specifications

Get a closer look at the technical specifications and system requirements for Clio. Find out if it's compatible with your operating system and other software.

Deployment :
Cloud Based
Subscription Plan :
Monthly
Accessibility :
API
Customization
Mobile Support
Desktop Platforms :
MacOs
Windows
Mobile Platforms :
Language Support :
English
Business :
StartUps
SMBs
Enterprises
Available Support :
Email
Phone
Live Support
Tickets
Company Details :
Company Name : Themis Solutions Inc.
Headquarter : Burnaby
Website : Visit Website
Full Address : Suite 300 4611 Canada Way, Burnaby, BC V5G 4X3, Canada
Themis Solutions Inc. logo
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Clio Videos

Overall Clio Reviews

Thinking about using Clio? Check out verified user reviews & ratings based on Clio's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

4.2/5

Based on 5 Reviews

Write a Review Or
Ask a question
Feature Feature 4.4

Feature

Out of 5

Ease of use Ease of use 4.4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4.2

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 93.3%

Likelihood to recommend

Out of 100%

Clio Pros and Cons

"Well, Clio has an ability to get adjust as per your business need and this is what makes it a must-have tool. Other major advantages include robust barcode technology that will help you to scan all the medications"

"Comprehensively designed business plans which meet all the requirements comes with two payment options monthly and annually, and manage all your contacts easily."

"We are small a law firm and using this software for various tasks. However, I am really impressed the way it handles all the cases of our law firm. It keeps all the data available over a single click that has increased our productivity by manifolds."

"It lacks a mobile app support which is a major disadvantage. It basically limits usability"

"Its patient management feature needs to be extra prompt and robust. Other than this, everything is working fine."

"A robust app support is highly recommended."

5 Clio Reviews

Hear directly from customers who have used Clio. Read their experiences, feedback, and ratings to gain valuable insights into how this software has benefited their businesses.

VinothK.

Used the software for : 6-12 months

Company Size :5001-10,000 employees

4.0

May 23, 2018

Easy to use and can be customized.

Well, we are using this innovative practice management software for quite a long time and are very happy with its performance. Starting from taking record of all the clients to guide them about the right dosage, Clio is going it all.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

What do you like best about Clio?

Well, Clio has an ability to get adjust as per your business need and this is what makes it a must-have tool. Other major advantages include robust barcode technology that will help you to scan all the medications

What do you dislike about Clio?

It lacks a mobile app support which is a major disadvantage. It basically limits usability

Minakshi

Used the software for : More than 1 year

Company Size :501-1000 employees

4.0

May 23, 2018

Three well suite business plans indeed deserve applaud.

Clio is working par excellence for your firm. We are taking its mighty aid in almost every function. After long usage, I can easily conclude that it has everything that you would be requiring to manage your practices. But slow patient management features put a halt in its speed and usability.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

What do you like best about Clio?

Comprehensively designed business plans which meet all the requirements comes with two payment options monthly and annually, and manage all your contacts easily.

What do you dislike about Clio?

Its patient management feature needs to be extra prompt and robust. Other than this, everything is working fine.

Shraddha

Used the software for : More than 1 year

Company Size :51-200 employees

5.0

Apr 04, 2018

Case management is easy with this software

I would recommend it to all small to medium sized-law firms and business as the software is highly potential to handle all the tasks and operations. We are able to do effective case dispersal and management with the help of this software.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

What do you like best about Clio?

We are small a law firm and using this software for various tasks. However, I am really impressed the way it handles all the cases of our law firm. It keeps all the data available over a single click that has increased our productivity by manifolds.

What do you dislike about Clio?

A robust app support is highly recommended.

Priti

Used the software for : 2+ years

Company Size :51-200 employee

4.0

Mar 21, 2017

A great cloud-based practice management system

A great cloud-based practice management system, Clio has worked wonders for my law firm. As the manager, I am highly satisfied with its simple technology, easy-to-use features, and unmatched flexibility. My company has been using it for a year now, and the kind of improvement in our billing systems, resource productivity and overall firm management, has left us awestruck. It’s the most cost-efficient practice management software that delivers exact solutions to our frequently changing requirements.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

sanu

Ass. Doctor

Used the software for : 2+ years

Company Size :51-200 employee

4.0

Jul 14, 2016

Best Practice Management Software

I am a regular user the Clio software is very easy to use, user-friendly functionality and extremely helpful in managing my practice. I am very grateful to the team of Clio for the regular and extended support. clio is cloud base practice management software specially designed for small and medium size of organizations. We have been use this software since last 2 years. Clio is one of the best patient management software today's because of they amazing features such as Patient Flow Management, Waiting Time Tracking etc. I will recommended for all my friends.  

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

Alternatives of Clio

Explore alternative software options that can fulfill similar requirements as Clio. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Clio FAQs

How much does Clio cost?

The starting price of Clio is ₹ 2808/User/Month. It has different pricing plans:

  1. Starter : ₹ 2808/User/Month
  2. Boutique : ₹ 4248/User/Month
  3. Elite : ₹ 7128/User/Month

Clio also provides a free trial to users.

What are the top 5 features for Clio?

The top 5 features for Clio are:

  • Case Management
  • Document Management
  • Inventory Management
  • Task Management
  • Time Tracking

What type of customer support is available from Clio?

The available support which Clio provides is:

  • Phone
  • Email
  • Live support
  • Tickets
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