Clio Complete Reviews & Product Details

Clio Complete makes legal practice management seamless, especially for drafting documents in our family law practice. The platform is well-organized, making it easy to share files, communicate with clients, and document interactions efficiently. Its cloud-based accessibility and integrations enhance collaboration and streamline workflows. Review collected by and hosted on G2.com.

While it’s a powerful tool, some advanced customization options could be improved. Certain features require a learning curve, and pricing might feel a bit high for smaller firms. Review collected by and hosted on G2.com.

I love the interface, so easy to find everything and it looks visually pleasing. Customer support is also very responsive and there to assist with any questions or concerns that we have Review collected by and hosted on G2.com.

One thing I would love to see Clio add is the ability to write cheques in the program rather than having to do it in an external program. Review collected by and hosted on G2.com.

As a legal assistant at a growing small law firm, managing our increasing caseload was a challenge—until we started using Clio. It’s been a true game changer in terms of efficiency and ease of use.

Once you get familiar with it (especially if you're used to paper files), it streamlines everything. We now use it daily for everything from client intake to document automation, which saves us a lot of time.

The platform was easy to implement and integrates seamlessly with the other tools we rely on, making our workflow smoother than ever. And whenever we’ve had questions, Clio’s customer support has been prompt and incredibly helpful. Review collected by and hosted on G2.com.

I would love to see more customization options, particularly the ability to hide features we don't use, such as time entry and hourly billing.

Streamlining the interface for our specific needs would make it even more intuitive and tailored to our practice. Review collected by and hosted on G2.com.

Clio's pipeline feature offers a clear, organized workflow, making it easier to track case progress and manage tasks efficiently. Review collected by and hosted on G2.com.

Before investing in Clio, I highly recommend checking out Reddit threads for honest user feedback. Be aware, though—Clio tends to suppress negative reviews. Many customers have shared similar frustrations with the platform, from buggy app integrations to unhelpful support. The shiny marketing can hide these issues, so it's worth doing thorough research from real users before making a costly commitment.

Clio Case Management Platform claims to lead the legal industry in innovation, but my experience reveals a different story. Beneath its sleek marketing, the product is mediocre at best, feeling like a patchwork of disjointed tools awkwardly spliced together. It’s more of a Frankenstein creation trying to emulate the seamless integration of a Borg collective. Clio’s strategy of acquiring competitors and absorbing their features results in a fragmented system, causing confusion and a lack of cohesion.

Customer support is a nightmare. Clio is so compartmentalized that you often receive multiple conflicting answers. Any issue requires at least a two-hour call just to get to the point where they promise to “work on it,” not resolve it, but escalate your ticket. Even if you follow their online articles, which are often outdated or flawed, support remains inadequate. I had to hire a third party to fix integration defects that Clio failed to address.

For solo practitioners, Clio is particularly frustrating. It not only over-promises and under-delivers but also comes with one of the highest price tags among CRMs. This doesn’t even account for the billable hours lost troubleshooting their issues. Clio seems to count on legal professionals lacking tech experience, a common standard in our industry. However, as a paralegal with database-building experience, I found their approach unacceptable. Moreover, they refuse to help unless you allow remote access to your system, which poses a serious security risk for legal professionals. In the end, Clio feels incomplete and overpriced, leaving much to be desired.

I pay thousands of dollars for Clio expecting a working product, not to spend countless hours debugging their defective code. Their support approach is inefficient—they insist on screensharing to run various tools on your system instead of replicating the issue on their end and testing it properly. There’s no consideration for the customer’s time. After hours of troubleshooting, it turned out the issue stemmed from bad code related to a faulty app integration.

Be cautious when exploring their "over 200 apps in the App Directory." Clio doesn’t adequately test these integrations, so you could end up with more headaches than solutions. While they claim to integrate with numerous apps, most are more trouble than they’re worth, and there’s no guarantee they’ll work as advertised. In this way, Clio feels more like the Google Play Store—minus the ratings or reviews. For the premium price they charge, this lack of quality control and reliability is unacceptable. Review collected by and hosted on G2.com.

The internal messaging system is my faborite for receiving documents from clients. Review collected by and hosted on G2.com.

The glitches that occur at times and make searching/accessing a matter impossible. Review collected by and hosted on G2.com.

Clio creates an easy-to-use environment for both attorneys and clients. It is accessible on mobile and online, and I like that the clients can choose to communicate through the portal, text, or email, and it is all integrates seamlessly. Review collected by and hosted on G2.com.

There isn't much I don't like about Clio! If I had to find something negative to say, it would only be that the email integration sometimes bugs out, and is annoying to go back through the process to get it back on again. Review collected by and hosted on G2.com.

Ease of use/platform it is easy to use I do not have any issues and it works fine Review collected by and hosted on G2.com.

Very upset about their deceptive billing practice. Without ANY EXPRESS authorization whatsoever, they changed my monthly subscription to YEARLY!!! I am furious. If I knew of a better platform I would have immediately dropped them. They threw off my entire bank account I could not be any more furious at their illegal billing practices. I don't care if they say they sent some email and because I did not see it I have to opt-out of them unilaterally deciding how to bill me. This is beyond infuriating! If you can find a better platform with honest billing practices please go there. I do not like that I have put so much into this platform that it is difficult for me to just leave and transition elsewhere. Review collected by and hosted on G2.com.

Clio is a very easy to use legal software. From tracking time, to billing clients, sending emails, saving documentation - it's a great software Review collected by and hosted on G2.com.

The email timeline feauture within client matters could be laid out better. If you have to search through emails, they're not easy to find. The view could be more clear like other softwares Review collected by and hosted on G2.com.

We just love Clio! It has become the perfect tool for ALBUJA LAW to continue growing and evolving. After three years of being Clio users, we can confirm that the platform has perfectly adapted to our workload and the needs of our customers. Clio has undoubtedly been a catalyst for innovation, efficiency, and growth at ALBUJA LAW. The platform is very easy to use and its tools have simplified our operations, improved collaboration between our team members, and ultimately improved our customer service. Review collected by and hosted on G2.com.

Clio Grow became a little old. Not our favorite tool. Review collected by and hosted on G2.com.

Attorneys who are not technologically inclined, and have very little time to learn, can learn on the go. It is intuitive, easy to use and makes sense. Solo practitioners, and small firms will find it easy to implement and integrate, because you can just start from where you are, without changing much of your daily routine. However, should you run into any issues during your implementation, the customer support team at Clio is fantastic. I have been a Clio user since 2015 and use it everyday. I highly recommend it. Review collected by and hosted on G2.com.

The only drawback I see is some clients have a bit of resistance to use it. Review collected by and hosted on G2.com.