Best for teams that are
- Tech-forward firms of all sizes wanting the industry standard with a vast integration ecosystem
- Practices that want to customize their tech stack by connecting specialized third-party apps
- Growing firms needing scalable features from intake to invoicing in a cloud-based environment
Skip if
- Firms seeking a simple 'plug-and-play' tool that requires zero configuration or setup
- Budget-conscious solo practitioners who may find the cost of add-ons and integrations high
- Attorneys who prefer traditional, on-premise software over cloud-based subscriptions
Expert Take
Our analysis shows Clio is the definitive 'operating system' for law firms, boasting the industry's largest ecosystem with over 250 integrations. Research indicates it sets the standard for trust, holding approvals from all 50 state bar associations and maintaining rigorous SOC 2 Type II and HIPAA compliance. While pricing is premium, the depth of features and security makes it the safest choice for scaling practices.
Pros
- 250+ native third-party integrations
- SOC 2 Type II & HIPAA compliant
- Approved by all 50 state bars
- Mobile app rated 4.8/5 stars
- Comprehensive billing & trust accounting
Cons
- CRM (Grow) is a separate database
- AI features cost extra ($39/user)
- Steep learning curve for new users
- Support response times vary
- Expensive for small firms