Clio for Law Firms and Lawyers

Clio

About this app

The Clio mobile app helps you stay profitable and productive by accessing essential case and client information remotely. Update case statuses, communicate with clients and firm members, and review, share, or scan documents all from the palm of your hand.

KEY FEATURES

CAPTURE AND BILL FOR MORE TIME–Track billable and non-billable time on the spot.

・Increase profitability with time-tracking tools, expense categories, and custom billing rates.

WORK FROM ANYWHERE–Quickly access client, case, billing, and calendar information wherever you are.

・Stay on top of your day with a dynamic calendar and task lists.

KEEP IN TOUCH WITH CLIENTS–Communicate with clients securely and conveniently.

・Get instantly notified when a client messages you through the client portal or text message, and respond directly from the app.

MAKE IT EASY TO GET PAID–Accept in-person payments with tap to pay.

・Get paid in-person with no terminal or extra hardware needed. Clients simply hold their debit card, credit card, or digital wallet to your phone and the payment is automatically recorded in Clio.

HAVE PEACE OF MIND–Rest assured knowing Clio has industry leading security and is approved by over 100 global bar associations and legal societies.

・Don’t risk losing important paper files or exposing client data by securely storing client and case data in the cloud.

TURN PAPER DOCUMENTS INTO PDFS–Save files to Clio from anywhere with no extra hardware required.

・Scan documents from anywhere while automatically cropping out messy backgrounds and combining multiple pages into one file—leaving you with clean and professional PDFs.

LEVERAGE LEGAL AI–Get the answers you need in an instant.

・Get comprehensive summaries of your documents stored in Clio in an instant and leave writer’s block behind when you generate instant, professional text messages and email replies.

Ratings and reviews

Functionality is great, integration ok. They push limited time deals with automatic renewal, dont really communicate the drastic change, make it extremely difficult to cancel or change your subscription in the app or online. They shift you between customer service departments, have you write emails, and then tell you its the TOS that you should have read, the entire thing... They spend a lot of effort selling you products that appear 59 and turn into 160, use foot in the door gimmicks.

Not very useful. The calendar is the worst of it. I was hoping this app would be user friendly so I wouldnt always have to bring my laptop everywhere, but unfortunately it hasn't been the case. From the calendar, to actually calendaring, to viewing invoices, billing entries or adding an entry, it isnt user friendly.

Edit of July 5, 2024: the time issue discussed below still runs rampant and I have to take extra precautions during bill review. However, as of recently, I cannot make any time entries without getting an error message (500 InternalServiceError). The app turns my .1 entries into 1.0 entries. Essentially, the app removes the decimal. This is a big issue and, if not caught during bill review, will cause you to bill a client for far more time than intended.

What’s new

We have made some under the hood improvements.

Enjoying Clio? Be sure to leave us a review.