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.
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.
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.
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.
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.
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.
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.
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.