Review of Clio: Cloud-based Practice Management for Solo and Small Law Firms

What is Clio?

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Clio is a 100% online, cloud-based practice management system that is specifically designed for solo practitioners and small law firms.

(These links are affiliate links, meaning I would get credit if you sign up without it affecting your cost at all. I am an affiliate because I love Clio’s product and stand by it 100%.)

Clio helps you manage things like tracking your time, creating and tracking invoices and trust accounts, billing clients, and calendaring tasks. It can also serve as a CRM, keeping track of your clients and contacts.

I started using Clio right when I started my own boutique law firm, and I continue using it to this day.

Clio boasts that they save the average user 8 hours per week, and I believe it. I’ve been tracking my time and issuing invoices using Clio for over two and a half years, and I’ve seen how efficient it is.

Previous firms I worked at used to have employees who would spend entire days near the start of the month working on nothing other than the bills. It was a huge waste of time and staff resources.

What Features Are Included in the Clio Practice Management System:

Here are a few of the cooler Clio features:

  • create beautiful invoices in a few clicks of the mouse
  • track trust account balances (I love this feature).
  • manage contact info for clients and contacts
  • create reports quickly to see your firm performance, accounts receivable, total revenue collected, etc.
  • Clio also integrates with Google products and other popular features like Google Calendar and Dropbox.
  • securely access client data from anywhere: from your PC, your Mac, and even your iPhone, iPad or Android device.

The company has really thought through how to redesign cloud-based practice management software.

Also, their support is stellar. Although they have made the site as intuitive as possible, there are still some customizations which are not easy to implement. Every time I have run across a bump in the road, I have called them up, and one of their friendly support representatives has cheerfully guided me to a workable solution.

I also love how they use “crowdsourcing” to determine what features to add next. If you ask a support person if the company can add a feature, they patiently document the request because they determine what features to add based on how many “votes” that desired feature receives.

Check it out today – you can sign up for a free trial, so you can figure out if it’s right for you, 100% risk-free.

(These links are affiliate links, meaning I would get credit if you sign up without it affecting your cost at all. I am an affiliate because I love the product and stand by it.)

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