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Clio is a suite of cloud-based programs that are designed to assist individual lawyers as well as firms with the tasks that go along with running a business. There are five tiers of plans available for customers — with the highest being the Enterprise plan that has the capabilities and tools needed to run a mid to large size firm. Clio is a privately held company, with revenues over $100 million annually.

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The Good

  • Variety of Services
  • Options
  • Pricing Flexibility
  • Free Trial

Variety of Services

The Clio Suite subscription gives customers access to programs that help with calendaring, case management, billing, accounting, document managing and more. With five tiers of plans, each with specific tools and capabilities, single lawyer practices and large firms can find the package that fits both their needs and budget.

Options

There are five different subscription plans, and each can be tailored to fit solo practitioners, small firms, as well as large firms. Each tier has different pricing and there is the option to add on just certain features (Clio Grow) to the chosen plan without upgrading to the next tier. 

Pricing Flexibility

Clio gives the option of monthly or annual payments, with the monthly payment just a little more (about $10 per month). Also, each of the plans is a different price, and upgrades are available anytime.

Free Trial

Clio offers a free trial as well as demo videos so potential customers can see the capabilities and decide if it is the right fit and which level of service would meet the needs of the firm.

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The Bad

  • Set-Up Necessary
  • Additional Accounting 
  • Functionality

Set-Up Necessary 

In order to function prosperity and to the best of its abilities, Clio's program must be set-up and have information input Some customers may be looking for a buy-and-go option, and this is not it. Customers have noted that it is time consuming to set up, but have found that the time it saves in the long run makes it worth it.

Additional Accounting

Although the program does include accounting software, customers may need a specific accounting program for more complex accounting features and for tax purposes. There is an integration for Quickbooks, which is a popular solution for current customers.

Functionality

Some customers have complained that the overall functionality is not as intuitive as they would like. Also, for integrations with calendars and workflow, manual steps are needed or additional input instead of a streamlined system.

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The Bottom Line

Clio is a comprehensive legal management system. The five different tiers of plans allow for flexibility for small to large firms as well as the ability to select pricing that fits the budget. The set-up can be time consuming but the capabilities and efficiency once Clio is up and running make up for that.

Clio is one of, if not the most, popular legal management system on the market today. It is highly recommended that potential customers watch the descriptive videos and check out the free trial before committing. 

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