Overview
Clio is cloud-based practice management software for law firms covering matters, contacts, calendaring, time tracking, invoicing, trust accounting and document storage. Higher plans add a client portal, automated workflows, custom reporting and Clio Grow for lead intake and client relationship management. Its AI features, formerly Clio Duo and now called Manage AI, analyze documents, schedule events from documents, automate bills and answer questions about matters.
Label: Vendor-described — Captured from the vendor's own materials. Not independently verified.
Best for
- Solo and small law firms moving off spreadsheets to cloud practice management
- Growing firms that want intake, billing and trust accounting in one system
Key features
- Matter, calendar and task management
- Time tracking, invoicing and trust accounting
- Client portal and text-to-pay
- Clio Grow intake and CRM
- Manage AI document analysis and matter Q&A
- iOS and Android mobile apps
What it does
- Matter, contact, calendar and task management
- Time and expense tracking, invoicing, payment plans and trust accounting
- Unlimited document storage with e-signatures
- Client portal and text-to-pay on Essentials and above
- Lead intake and client CRM via Clio Grow (Expand plan)
- Manage AI (formerly Clio Duo) for document analysis, scheduling from documents, bill automation and matter Q&A
Use cases
Not mapped to a use case yet.
Drawbacks & cautions
- Only the EasyStart plan has a published price; other plans require a sales call
- EasyStart lacks custom fields, text-to-pay, client portal and app integrations
- No refunds for the current monthly or annual term
What users say
Across Capterra reviews, law firms rate Clio highly for ease of use, support and having most practice tasks in one platform. Pricing growth, limited reporting and some usability friction are the recurring complaints.
What people like
- Intuitive interface that staff pick up quickly capterra.com
- Responsive customer support capterra.com
- Case management, billing, calendar, documents and payments in one place capterra.com
Common complaints
- Costs climb with users, add-ons and tiered packages capterra.com
- Reporting is limited or inflexible for some firms capterra.com
- Learning curve on advanced features and a clunky mobile app capterra.com
Scores are shown as each site published them on the date checked. They come from those sites' reviewers, not from us, and they never affect our rankings. Ratings based on fewer than 10 reviews are left out. The summaries are our own words, gathered Oct 22, 2026; follow the links to read the reviews.
Alternatives
- Clearbrief — AI in Microsoft Word that fact-checks legal writing and hyperlinks claims to evidence
- Lawmatics — Legal CRM and client intake automation with Merlin AI lead scoring for law firms
- MyCase — Legal practice management software with intake, case management, billing and AI case assistant
- Smokeball — Legal practice management software with automatic time tracking, billing and AI matter assistant
Evidence
| Fact | Label | Source | Observed |
|---|---|---|---|
| capabilities | Vendor-described | www.clio.com | Oct 22, 2026 |
| capabilities | Vendor-described | help.clio.com | Oct 22, 2026 |
| hasApi | Vendor-described | docs.developers.clio.com | Oct 22, 2026 |
| pricing | Vendor-described | www.clio.com | Oct 22, 2026 |
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