Clio Anmeldelser 

DO NOT PURCHASE I talk to CLIO support more than my own mother and I talk to her every day. I agree with a few other reviews that support will pretty much ghost you like your last bf if it is something that can't be fixed quickly. It does not track TAF, the reporting is not remotely close to be as great as they say and the syncing with QBO is a work in progress. There are too many issues to list. I love the fact that it is a Canadian company but so disappointed that it is as unreliable as my last bf. They may be great in 5 - 10 years, but I would wait until then before making the switch.

Horrible customer service. Someone committed fraud against us. They have accounts running on CLIO with our credit card. CLIO won't let us cancel the charges or close the account because they say it is not our account, even though our credit card is being used. They appeared to be very unconcerned with the fact someone is stealing from us, and in my opinion they are accommodating the thief. It makes no sense to me that if someone is paying for something they have no control over the account.

Did not help with migration and was clunky and the cancelation was a nightmare forces you to call and you wait on hold forever while they pass you between people.

Clio has been a great billing software for our firm. But recently it automatically enrolled our firm, and apparently all users, in its AI platform Clio "Work." It then aggressively promoted the AI and used attorney-client information to suggest research tasks it could do. I complained but customer support was just AI-written slop response emails. No thank you. We have used Clio for over 10 years but I am ready to leave over its use of our data for its own AI.

Forced me to use an AI system and then required me to jump through hoops to remove it. Really bad form.

Clio itself is alright. Not great, not terrible.

However, they recently installed their AI as a "free trial" without permission, without asking, and gave it access to our firm's information. They claim it doesn't retain data . . . for now.

Bold, to say the least. Definitely destroyed my trust in this product and this company.

Clio made my life easier until they tried to incorporate AI. This absolutely ruined the platform. I cannot do anything without they system taking over and trying to persuade me to use "Vincent". I am unable to accomplish simple task because I REFUSE - NOTE I ABSOLUTELY REFUSE - to learn AI, I will not trust AI, I will NEVER allow AI to attempt to complete my tasks for me. So, now for several days, I cannot do simple task like enter a billing event because I cannot get past the "AI Tutorial" that automatically opens without my request and there is no "exit".

Add to that, for unknown reasons, I now have to perform gymnastics using my phone, my password, my log in, and my facial recognition just to log into the program to add a billing entry.

Clio is undoubtedly powerful, but 99% of users need the client management/conflicts management,billing, and calendar modules and absolutely nothing else. NO ONE NEED AI TO DO THESE SIMPLE TASK. Clio is stupid, and has become burdensome and worthless and I am going to find an alternative if they do not install an update that lets me turn Vincent to "off" or "silent" or "do not disturb". I don't care what they call it, but until it is fixed, avoid this program.

Never received the form that I ordered they didn’t gave me back the money and try to charge me again a higher amount that was not authorized or known by me. I believe this is a Scam

I'm a forensic psychologist and have never found practice management software that meets my needs because most mental health platforms are geared to providing clinical (treatment) services, i.e., counseling or psychotherapy and billing health insurance companies, which I do not need.

I recently asked Google Gemini for advice and after providing details about what I need and answering a couple of follow-up questions, Gemini suggested that Clio would likely serve well as a practice management solution for me. And darn it if Gemini wasn't right!

I have been very pleased with the many features available from initial inquiries to document management to time tracking to legal research and billing and payment. The free onboarding process has been very helpful and the online text and video training is well designed, concise, and informative. Live webinars and support have also provided excellent education and assistance.

Pricing seems quite fair and reasonable to me, especially since I have been able to replace standalone programs, e.g., online scheduling, calendar integration, e-sign, document analysis (AI), invoicing, and payments, etc., because Clio does all those tasks.

Plus, Clio will sign a BAA which I must have for HIPAA compliance and the platform meets security and privacy requirements for medical (including mental health & substance use disorder treatment) records and other HPI.

Clio advertised itself as being a reasonably priced platform for small businesses. In 7 years, Clio added large systems to their platform that do not work well together. I have Clio draft, grow, and manage. Grow and manage do not work together at all. We got a 34% increase in per month per user increase two months ago. At the time we were told the price increase was due to new features like forms in other languages. We said we didn't want those features. Later, we discovered Clio that lied to us about the reason for the price increase. (Never lie to lawyers; we hold a grudge.) The price increase is because Clio decided to integrate 4 different AIs into their platform, and now Clio is cost prohibitive to use.

The sync function with QBO is horrible. Support is not much better. I advise all to stay away from this program.

Reading reddit reviews will give you more detail(I wish I had). I don't currently have time to post all the errors; suffice to say they are numerous.

I was informed by Trustpilot that i need to add more detail or my review would be removed. I am still busy trying to sort through the head aches caused by clio, so I will summarize.

1. the transition to clio from the prior program was seriously flawed. Clio creates duplicate invoices for the already existing invoices, but only gives detail of AR forward. Accordingly, all of the existing invoices need to be saved with detail. This involves creating a credit memo in QBO and applying the credit memo to the original invoice. Many HUNDREDS of invoices.
2. I collected over a THOUSAND sync errors. A large portion had to do with late fees. clio support staff showed me how to universally shut off late fees. The late fees still generate and a portion of them do not sync. The partners here were unhappy with this decision, but I could not move forward.
3. Often when entering a credit note a miniscule error message appears and then disappears to quickly to view. I had to have a colleague take a picture: only some of the credit notes were created successfully. For the credit notes that failed to be created, please try again. I have no idea what this means and understand why they want to hide it.
4. One of the attorneys set up her invoicing to be AI generated, and specifically excluded certain case types. That worked for a couple months and now a bunch of them are being AI generated that should not be.
5. Some trust activity is Sent to QBO as a triple entry. Very annoying, and again, time consuming to correct.
6. the code 610 errors require cancelling received payments and cancelling the invoice and redoing it all. I have a typed 21 step process to accomplish this task.
7. The support staff rarely knew the whys of the errors and didn't seem interested in finding out. One guy told me he would send me something to read to explain code errors. I don't want literature, I want help with the program
8. support does not answer the phone and there is an unbelievably heinous message while I wait on line. Please go to chat online. I don't want chat on line I want personal service
9. When a sync error occurs you do not know it. Going on about your business ASSUMING it worked properly. NEEDS to be a notification when things fail.

I could go on, but I have better things to do with my time. Like trying to reconcile AR between clio and QBO.

I really would avoid this product. You are bombarded with emails and phone calls by the sales team. They then charge you for what they say is a free trial period. If you try and get your money back it turns into a war. Please do not use at all.

Clio has the absolute worst customer service I have ever dealt with. If you want to make a change to your subscription, you cannot do it online- you have to set up a phone call with a sales person who will try to convince you to keep your current subscription. It was on that call that I decided to cancel. I have been waiting for over a month for my refund. I would give zero stars if I could. They are a bunch of scam artists.

Not happy with the extremely aggressive push for Clio Work today. I virtually cannot click on a matter, document, or note, without getting intrusive advertisements pushing me to use the service. Not to mention the gigantic ad on my dashboard, the permanent changes to the left column UI, and the un-removeable banner ad at the top. This does not encourage me to use this service.

Unprompted Hallucinator - DO NOT BUY!
I am trying to establish who the bar and law societies that approve this abusive robot.
I had no sooner input my name, and without any prompt or question it spewed details of 'my' Chancery court case, two imaginary offspring, etc. etc.
Aisling, Eva, nobody wants to reply about this. so they're ignoring me.
Clearly, there is something radically wrong here.
I have a fairly unique surname and have tried searching high or low but the case doesn't exist and there's no case remotely similar.
Very. very scary for legal AI. Completely unfit for purpose
Any above one star reviews are either fake, false or written by a no brainer.
The more reviews you find, the worse it gets

I’ve heard from too many people, so I know Clio has some good software that fits certain practitioners. However, I feel like I was completely misled.

no one star possible , so I have to give a one star. No help from the help desk, rude staff, telling me at the owner I am no "High" enough to be serviced. Multiple;e tech issues re calendar refresh for month not fixed. Contemplating termination to the next possible time to stop waiting money. will never suggest this

From my experience, they dont have accountants to help with actual accounting issues. You will only get an IT person versed(maybe) on their accounting program. Not until we were already on boarded, were we made aware that there would be noone to help in that direction. It has been an incredibly frustrating experience. Repeating myself over and over to numerous individuals, and still no solution. Its basically sink or swim, based on your own level of accounting knowledge. Which begs to question, if you already knew how to handle accounting, why would I need clio?

Worst company to deal with. They renewed 4 licenses that I had inactive and would not refund after being a customer for over 10 years.

Stay away from this company!!!!!!!!!!!!!!!!!!!!!

I never usually write reviews, but I'm very unhappy with the user experience with Clio... not sure why they have to be so bad at customer service.