Clio

“Clio has changed my world! Geez! Why did I wait! The on-boarding system in Grow and the management system in Manage has helped me grown my practice as well as keep up with my cases. I shopped around - MyCase and FileVine - and I decided Clio fit me best and I haven't looked back. ”

“Clio has been a great billing software for our firm. But recently it automatically enrolled our firm, and apparently all users, in its AI platform Clio "Work." It then aggressively promoted the AI and used attorney-client information to suggest research tasks it could do. I complained but customer support was just AI-written slop response emails. No thank you. We have used Clio for over 10 years but I am ready to leave over its use of our data for its own AI. ”

“Clio itself is alright. Not great, not terrible. However, they recently installed their AI as a "free trial" without permission, without asking, and gave it access to our firm's information. They claim it doesn't retain data . . . for now. Bold, to say the least. Definitely destroyed my trust in this product and this company.”

“Unprompted Hallucinator - DO NOT BUY! I am trying to establish who the bar and law societies that approve this abusive robot. I had no sooner input my name, and without any prompt or question it spewed details of 'my' Chancery court case, two imaginary offspring, etc. etc. Aisling, Eva, nobody wants to reply about this. so they're ignoring me. Clearly, there is something radically wrong here. I have a fairly unique surname and have tried searching high or low but the case doesn't exist and there”

“We use Clio and can automate billing. Has been great! Accepts credit cards through Clio pay and integrates with quick books. Happy to talk through wha might be overwhelming if it helps. We have 2 attorneys and 2 legal assistants so small firm.”

“Horrible customer service. Someone committed fraud against us. They have accounts running on CLIO with our credit card. CLIO won't let us cancel the charges or close the account because they say it is not our account, even though our credit card is being used. They appeared to be very unconcerned with the fact someone is stealing from us, and in my opinion they are accommodating the thief. It makes no sense to me that if someone is paying for something they have no control over the account.”

“Never received the form that I ordered they didn’t gave me back the money and try to charge me again a higher amount that was not authorized or known by me. I believe this is a Scam ”

“Clio advertised itself as being a reasonably priced platform for small businesses. In 7 years, Clio added large systems to their platform that do not work well together. I have Clio draft, grow, and manage. Grow and manage do not work together at all. We got a 34% increase in per month per user increase two months ago. At the time we were told the price increase was due to new features like forms in other languages. We said we didn't want those features. Later, we discovered Clio that lied to us”

“Why I love Clio | Clio is extremely powerful, yet still inexpensive. It is a great tool if you are on the go but want to have everything at your fingertips. | Pros: Clio allows me to drag and drop documents from emails without having to upload and save. | Pros: Clio allows for extensive organization of all the different material associated with a litigated file. | Pros: Clio has a massive space to store our documents. We have never experienced slowness, or a down day, or missing docs. | Cons:”

“The sync function with QBO is horrible. Support is not much better. I advise all to stay away from this program. Reading reddit reviews will give you more detail(I wish I had). I don't currently have time to post all the errors; suffice to say they are numerous. I was informed by Trustpilot that i need to add more detail or my review would be removed. I am still busy trying to sort through the head aches caused by clio, so I will summarize. 1. the transition to clio from the prior progra”

“I use Clio as a client - it’s my attorney’s platform that I have to use. I find it cumbersome and more recently, the two factor authentication feature fails 8/10 times. This especially frustrating as I sometimes need access to documents that need a quick response from me, and I’m not able to get to them. I called the support number but was thrown into an automated CS loop and there was no option for me to pick that would deal with my problem. Clio for clients functions are remedial at best. The”

“For years I’ve been watching my litigation partners send panicked messages about how Clio glitched and they lost billing data so now they’re working at 1 am trying frantically to piece the missing info back together. I can’t imagine how much more fun that will be when it’s AI”

“This business is very customer oriented. I love that Clio is not only amazing for every generation, they are innovative, always looking for feedback and most importantly easy to reach with questions and issues. It is nice to have documents and videos as well but it is amazing to be able to pick up the phone and have an actual human hop online with a screenshare and a phone call. Very easy to use and learn new features with meetings and dedicated expert input. Awesome all around ! ”

“DO NOT PURCHASE I talk to CLIO support more than my own mother and I talk to her every day. I agree with a few other reviews that support will pretty much ghost you like your last bf if it is something that can't be fixed quickly. It does not track TAF, the reporting is not remotely close to be as great as they say and the syncing with QBO is a work in progress. There are too many issues to list. I love the fact that it is a Canadian company but so disappointed that it is as unreliable as my las”

“Horrible customer service. Someone committed fraud against us. They have accounts running on CLIO with our credit card. CLIO won't let us cancel the charges or close the account because they say it is not our account, even though our credit card is being used. They appeared to be very unconcerned with the fact someone is stealing from us, and in my opinion they are accommodating the thief. It makes no sense to me that if someone is paying for something they have no control over the account.”

“I really would avoid this product. You are bombarded with emails and phone calls by the sales team. They then charge you for what they say is a free trial period. If you try and get your money back it turns into a war. Please do not use at all.”

“Clio's user interface is intuitive and sleek, making daily workflows a breeze. The customization options shine, especially the matter templates and email templates—they've slashed my time on file processing and billing dramatically. As a solo litigator with a mixed legal aid and private practice, this efficiency lets me focus on client work and keep admin quick and consistent.”

“Clio made my life easier until they tried to incorporate AI. This absolutely ruined the platform. I cannot do anything without they system taking over and trying to persuade me to use "Vincent". I am unable to accomplish simple task because I REFUSE - NOTE I ABSOLUTELY REFUSE - to learn AI, I will not trust AI, I will NEVER allow AI to attempt to complete my tasks for me. So, now for several days, I cannot do simple task like enter a billing event because I cannot get past the "AI Tutorial" ”

“Clio offers robust, hyperlinked data and features so that you can easily navigate through the platform's different areas. While many law firm CMS platforms struggle to make so much data digestible, Clio's intuitive layout and deeply-integrated search field allow you to search contacts, matters, and files to find what you need quickly. Clio is always evolving, proving that their engineers are committed to making it a living software service.”

“I'm not a fan of clio. The reporting is garbage. Pulling reports takes forever even if only 1000 records. You basically need too extract the data yourself and know sql and build something useful using third party bi tools. The don't let you add calculation fields, easy for other tools... say you want the open date of a case minus today to know how many total days its opened... impossible, gotta pull a report, build code, etc. They just keep adding features no one wants. And when they att”