Clio

Software de gestión de casos legales basado en la nube.

Calificación general

4,7 /5
(1.472)
Relación calidad-precio
4,6/5
Funcionalidades
4,5/5
Facilidad de uso
4,6/5
Asistencia al cliente
4,7/5

95%
de los usuarios recomienda esta aplicación
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1472 opiniones

jose
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 51-200 empleados
  • Software usado Mensualmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Clios

Revisado el 3/11/2022

Puntos a favor

Clios es veloz,rapido,facil en la carga de los datos

Desventajas

No deja almacenar muchos datos y informes

Jonathan
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Clio is the Leader of the Pack

Revisado el 9/10/2019

I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with the direction they have taken the product and I can't wait to see what else they come up with!

Puntos a favor

Clio is repeatedly at the top of the charts for available features. Clio is constantly working to improve their service and adding new features and functionality. We have had no problems to speak of. Any issues that we have had have been related to finding a particular option or feature.

Desventajas

I wish that Clio would support more advanced document generation. At present, it just does mail-merge-type generation. Substituting fields in Clio with a field indicator in a Word doc. I would love to be able to get rid of HotDocs and use Clio instead, but it just can't match what HotDocs can do. The other feature that I wish it supported is the ability for external uses (clients) to fill out forms or data, which can then be stored in Clio.

Alternativas consideradas

Rocket Matter

Razones para cambiar a Clio

Clio has more features, functionality, and integrations than the competition.
Shameka
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Starting a new firm, Clio is for you

Revisado el 14/2/2023

Overall, I have enjoyed Clio. The user interface is easy to use and the knowledgebase and videos are great.

Puntos a favor

The ease of entering notes, communicating with client through the portal, and billing clients are what I like most about Clio.

Desventajas

The Reports could be improved. Having more options of the reports that I need would be nice.

Alternativas consideradas

MyCase y Smokeball

Razones para cambiar a Clio

It seemed to have more of what I needed, and it integrated well with other programs that I used.
Michelle
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 9.0 /10

Easy to set up

Revisado el 24/2/2023

Overall, the product is very user friendly. The price point is amazing and the features are perfect for me as a solo practitioner.

Puntos a favor

I like that it is inexpensive and fairly easy to use. I like that I can directly file my emails into the matter file. I love that I can use my ScanSnap to scan directly to Clio.

Desventajas

I would love to be able to export reports to an Excel spreadsheet and/or to be able to quickly access a numbered report of current open cases. I would like to be able to add someone as a user to be allowed access and run reports without paying for the entire separate license. It would be much easier for support staff (if and when I get them) to assist me with client communication and processing mail.

Michelle
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Living in one database is a productive dream come true!

Revisado el 16/12/2022

I love living in one database. It is wonderful that it links with Outlook and can track all data related to a Matter or Contract, including related contacts. Co-council is a slick feature. My productivity has skyrocketed. Tech support is amazing and available during off hours.

Puntos a favor

All the most crucial aspects of my workday are incorporated or linked in one central database. It makes it easy to track everything and invoice it all. Tech support is readily available, well-trained, patient and willing to take and submit suggestions to development.

Desventajas

I came from a mid-range practice management software and miss some of its features. The timer button should be red and blinking. I tend to leave it running when I get interrupted. I wish it had a spell check. I wish the app version was easier to navigate - it is hard to tell when a timer is running and how to find it to turn it off. Set up is intensive, as it would be with any practice management software. I wish some of the field names were customizable for professional fiduciaries. I wish some of the fields would default w/o having to fill them in. I wish there was more instruction on workflow when setting it up. I did not like the importing of my old data and undid it. The team was too quick and didn't fully understand my wishes or wasn't able to bring in just the data I was requesting. I wish the reporting was better than dumping to Excel.

Kristie
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Clio Is a One-Stop Software Shop

Revisado el 14/2/2023

Clio has improved my efficiency, as I can message clients with reporting letters, it has given clients better access to our firm in terms of easy communications, and it has streamlined our document management and e-signature process. It has consolidated many other legal software applications we had been using and has saved the firm money. It is easy to learn, and the metrics are very useful in terms of bookkeeping and tracking what type of work each user has been doing. Our clients enjoy using the phone app as well.

Puntos a favor

Clio is easy to learn, has numerous helpful features for the firm and for clients, and it is reasonably priced.

Desventajas

The client portal could be significantly improved by allowing documents and bills to be sent even if they are not tied to a particular matter. It would also be helpful if, once documents are uploaded to the client's matters, they could be placed in the chronological or reverse chronological order, no matter the order the were uploaded. It would be helpful if initial trust requests could be sent via client portal; currently they may be sent only via email. The Apple Clio for Clients app also does not allow the user to turn the screen to "landscape" such that longer titles can be viewed in one screen. It relegates the iPhone user to portrait view only.

kurt
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Perspective of a 5-Lawyer Small Litigation Firm

Revisado el 14/2/2023

Very positive. I like that Clio is customizable and that it offers robust features. Some of the features we use regularly, the bread and butter of our business, but other more advanced or niche features remain unused. However, regardless of what features you use on Clio, the platform does not force you to use or learn all of them.

Puntos a favor

Reliability. When I wake up in the morning and get my day going, I know that I can reliably access Clio for information about my cases, contact information of my clients, and I know that I can keep track of my time. Since beginning to use Clio in Mid 2018, I cannot recall a single day where I was unable to access the platform. Plus, when new members or staff join my firm, Clio is intuitive enough for most people to pick up and begin using quickly.

Desventajas

I appreciate how much development and improvement actually goes into making Clio better. However, one drawback for my business over the years has been tracking outstanding bills, unapproved draft bills, and sorting out what has been paid versus what amounts have yet to be paid. Perhaps some of these issues are user issues, but I think the system should be improved to alert users that draft bills remain in "unapproved".

Robert
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Switched from MyCase - Loving It

Revisado el 24/2/2023

I left MyCase for Clio and am glad I did. It has the best third party integration I have found.

Puntos a favor

Document processing, greater ability to customize intake forms, integrated e-signing

Desventajas

Grow & Manage are not as tightly integrated as I would like. Updates are not automatically posted from one to the other.

Alternativas consideradas

Smokeball

Razones para elegir Clio

Weak form customization.

Software anterior

MyCase

Razones para cambiar a Clio

Price and customizability
Stephanie
Calificación general
  • Sector: Ingeniería industrial o mecánica
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

L-O-V-E Clio

Revisado el 24/2/2023

Very good with invoicing, calendar management,

Puntos a favor

Very easy to use and the support is fantastic

Desventajas

Reports are not as customizable as I would like.

Alternativas consideradas

MyCase

Razones para elegir Clio

better management

Software anterior

Zoho CRM

Razones para cambiar a Clio

Overall
Usuario verificado
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Improves efficiency daily

Revisado el 2/3/2023

Puntos a favor

I've been using CLIO for more than 2 years. Our firm uses it to manage our cases and it syncs seamlessly with our intake software. My favorite update is the texting function because we KNOW people are more likely to respond to texts than to pick up the phone or listen to a voice message. I use the text function daily - often multiple times with various clients.

Desventajas

I have been unable to use the "portal function" but will ask support for assistance when I have time!

Usuario verificado
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

So glad I chose Clio

Revisado el 24/2/2023

Efficiencies

Puntos a favor

Clio is for the most part intuitive. If I have questions, I get prompt and solid options or answers from Clio Support. The onboarding was slick.

Desventajas

Additional template forms would be powerful. Ability to send bills from the app. The app is a bit clunky.

Þorsteinn
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

clio law DATA management

Revisado el 28/5/2020

Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining.
Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log).

clio portal for clients, e sign easy to make form-documents connects to IP phone etc.

Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.

Puntos a favor

For us the program has changed everything in the workflow to the better. In our opinion Clio’s forte is how flexible it is. Every law firm has its own different way of organizing workflow and Clio can accommodate for that, at least our whims and quirks which we have abundant of. The program is like potty in your hand. You mold and sculp the program according to your own special needs in the workflow. The only barrier is your own imagination. You decide how information is inserted, in what order and form and how it is presented. You make your own work procedures. You can organize and make chains of tasks beforehand and set the relevant type of chain of tasks to fit the case you are working on. Then, there and now, the future workflow is decided and set for that case.

Desventajas

You can not copy matters/cases and clients. It is not easy to move data fram TM to clio. We decided not to to it. Integration between outlook calander and clio calander does not work, it is so slow it is not usable. But the integration between google cal and clio cal is excellent.

Alternativas consideradas

Lawcus, App4Legal, Matters.Cloud y Uptime Cloud Monitoring

Razones para elegir Clio

Time Matters is old fashioned, originally written for DOS and has restrictions therefore. Does not offer any real cloud solution only remote desktope.

Razones para cambiar a Clio

Clio is flexible. Very stapple and predictable. Clio is easy to manage and learn. Excellent support. Handles non english characters well.
Kimberly
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Fantastic product!

Revisado el 28/8/2019

The experience has been great. The support team is very helpful and made getting set up a quick process, and they've helped solve several operator-error problems along the way. We don't yet use the full capability of what Clio can do, but it's nice to know we have room to grow our practice without outgrowing the software that helps us manage it.

Puntos a favor

Clio easily tracks time and expenses, keeps client and matter details organized, generates invoices, and gives us reports that help track our firm's growth. It is easy to learn, easy to use, easy to customize to our practice, and has very helpful and responsive customer service. Since it's cloud based, we can also work remotely as needed. Very glad to have Clio!

Desventajas

I like most everything about Clio except that it can be slow if our internet service is being slow (not Clio's fault, but it comes with being cloud-based).

Every once in a while I find a glitch that frustrates me in creating invoices. Usually, though, chatting with customer support online leads to a) their showing me how to solve my problem, or b) the problem being sent to tech support for fixing in Clio's system.

Patrick
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Clio, the best all purpose attorney software, bar none...

Revisado el 21/4/2020

Outstanding experience with something for everyone just depending on one's level of interest and need.

Puntos a favor

Functionality is nearly universal while specially and jusisdiction costomization is great.
Easy law firm branding and pre sale marketing is brilliant.
Support is outstanding and the Premium Support even better for speedy, live agent help.
Cost is reasonable and many available plans on their menu of options.
Clio grows nicely with solid feature burstsoften free to it's users.
Excellent and often updated/enlarged mobile App across all usual platforms: Appke, Android, Windows...
Superior online instant pay clientbinvoucing, and client trust account requests
The wide assortment of excellent and Rock solid 3rd party software affiliations is very impresdive.

Desventajas

I was fortunate to have free help migrating my existing, Timeslips database compiled over many years but it ain't quite so free today...Also, I'm still not a fan of the communications tools for clients and othes not subscribed to Clio.

Tracy
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Clio is a mixed bag

Revisado el 1/9/2019

The worst is retainers. Without being able to customize my email message globally, I can't use the trust payment request. It just confuses clients. Did I say hours and hours and hours? I will say that their service is fabulous. However, they keep making new abilities that to me are inconsequential compared with retainers. Oh, and not having global text snippets? How hard can that be? I have to go to 8 different users if I add something. Really a waste of time. Fix the real stuff. Then add bells and whistles.

Puntos a favor

I love that billing is so much easier, that my team can enter time remotely.

Desventajas

Clio was not developed by any sort of accountant. The reports are lacking, you can't memorize reports, everything within the software isn't consistent (like using the term everyone one place and all users in another place). The reports are inconsistent with what you can filter by on each report. There are still things where my account names are redundant - like Johnson - Divorce: Divorce. The biggest gripe I have is about replenishing retainers. The retainer replenishments don't get printed on the bill - I know it is because clio payments won't let you make a combined trust/legal fee payment, but they could have one link for anything owed and another link if a replenishment is due. Really - we webt to the moon 50 years ago but we can't figure this out? I spend hours and hours dealing with contacting clients to replenish. Also, way you enter into clio is clunky. I have to pick up my mouse all the time. It needs to be more like quickbooks entry. You never have to pick up your mouse.

Jane
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

A great billing software for my increasingly virtual legal practice

Revisado el 13/4/2022

Good software! I find it an indispensable part of my practice these days.

Puntos a favor

Our firm had used Timeslips for timekeeping and billing in the past before switching to Clio a few years ago. Timeslips was simply outdated and cumbersome, not to mention that we had no tech support. After having switched to using Clio, I was able to use the software to email clients directly and have the emails come from our firm email account via Clio without always having to involve the office manager for billing my invoices. If the clients have questions, they will know to direct their questions to the office manager, who is otherwise in charge of general accounting matters. Additionally, I love that I can always reach out to Clio's tech support for answers as to user issues or questions, and the services have always been pretty prompt and spot-on.

Desventajas

I remember there were some data migration issues when we transitioned from Timeslips to Clio. It has been a while, but I recall that at least some of the client data like their addresses didn't look quite right when it was pulled over, and I basically had to start over with entering the information in Clio.

Margy
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

The Future of Cloud Computing in the Legal Industry

Revisado el 3/12/2019

Clio has been really helpful organizing a small solo practice and getting that attorney up and running, and then expanding their practice accordingly. It's a great, central location for file management, and being able to use Quickbooks and Clio for billing is spectacular. Clio's client support is stellar, and that is worth a LOT when it comes to case management. Overall, Clio is an excellent choice, and even with my complaints, I do believe it is the standard for the future.

Puntos a favor

I really do believe that Clio is the future of legal cloud computing and practice/file management. It's a functional piece of software that allows attorneys and legal staff to manage cases with ease. There are a few things that I find to be useful with Clio:
1. Clio integrates with tons of other software options, including Grow (a CRM management tool). Keeping things "in the family" is really useful and speeds up management.
2. Clio's billing functionality is really nice. It's one of the more functional back end management tools I've seen, and I really like the way it works. You can integrate it with Quickbooks for easy accounting, which we really appreciate and which looks great on the user end (for clients, when they receive bills).
3. Clio sports a really professional interface, which just looks nice when you're working. It looks grown up and sleek, so if someone peeks over your shoulder or you're working while in the vicinity of clients, it doesn't have a preschool feeling to it.
4. Most important - Clio's customer support is incredible. Have an issue? There are videos you can watch, or people you can talk to. They will literally stay on the phone with you for hours as you troubleshoot issues together, or learn something new. Top notch, seriously.

Desventajas

I do have a few gripes about Clio. If these were addressed, it would get a 5-star rating from me:
1. Mouseclicks. Clio requires so. many. mouseclicks. It is infuriating at times. I realize this sounds stupid, but over time, they add up. I am a huge fan of efficiency, and Clio is one of the most inefficient programs I've used.
2. Workflows. I really enjoy using workflows to track various projects. Clio sucks at workflows. A complete rework of how they approach them, and how they look for interface with the staff who are responsible for executing, would go a LONG WAY toward making Clio a more useful application. I think workflows are really the topic that causes Clio to lag behind other software out on the market. I would like to see something in place that allows a user to create a workflow, move tasks around in the list, add subtasks to tasks, and assign triggering dates, secondary dates, etc. It would also be useful to be able to assign various tasks to various users. Until that's in place, I'll be sad about using Clio.
3. A central location for performing various functions. Clio does have a left-hand toolbar that allows you to do SOME things, but not ALL things. It would be good if, from the left-hand menu, I could do each discrete thing that I can do in Clio by clicking a mouse a zillion times. Once that happens, I'll be happier.
4. Document management. I'm out of room, but it is not idea. Too much downloading/uploading. Dropbox is better (for collaborati

Alternativas consideradas

MyCase

Razones para cambiar a Clio

Clio came recommended by another practitioner who had gone solo and had a great experience.
Nicole
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Clio Review

Revisado el 8/8/2019

Our overall experience with Clio has been fantastic!! The benefit of having all our information (contacts, notes, calendar, documents, etc.) in one program is huge for us as we often end up having to access this information outside of the office. The continued updates that Clio has made since we first began using it several years ago have all been excellent as well.

Puntos a favor

The software is easy to use and understand. The transition to Clio from our previous system was relatively seamless and the customer service is fantastic. I like that we can share documents with our clients and are able to see what date and time a client viewed each document. It is also extremely convenient to have our documents stored in Clio so that they can be viewed when we are not physically in the office.

Desventajas

It would be nice if you could integrate notes from a contact directly into a new matter as you are opening one. Currently, I have to copy and paste each note from the contact into the matter notes. Also, when I put in messages for Mr. Chefalo on people he needs to call back I make a task for him. When he views the tasks on his cell phone, it would be nice if he could simple tap on the phone number in the task and have it directly call the number as opposed to him having to type the number in on his cell phone to make the call. Finally, a client suggested that it would be nice if he had the option to opt in to receiving text messages from Clio any time we share a document with him or generate a bill on his matter.

Stephen
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Changed my practice

Revisado el 20/6/2019

Puntos a favor

Clio has been a game changer for my practice. Before I would write my time on a sheet of paper (sometimes any paper within reach) and hope it got entered at some point before the end of the month. Now, I immediately enter my time either on my computer or iPhone. A phone call, client conversations, anytime I work on a file it immediately gets entered into Clio.
At the end of the month, Billing is a breeze. I am able to see all of my Billable Clients for the month and with a few clicks, they are all sent out by either email or Clio Connect. My clients can pay with their credit cards, and many times they have paid overnight before I even get to the office the next day. I remember when I first switched to Clio about 80% of my accounts receivable paid within the first week.
My clients also like the billing detail with separate time, attorneys, and expenses. I have been able to create custom invoices to comply with some of my government contracts, which require invoices to look a certain way.
We are also big fans on the integration with Office365. The software automatically creates a client folder on OneDrive when a new matter is opened. This has been a huge help in keeping everyone working on the same files and storing documents in the correct client folder. Also, the Outlook plugin has been great to keep all emails received and sent copied to the client's matter. I do not know how many times I have easily found an email related to a client matter.

Desventajas

I wish there was better integration with Infusionsoft (now Keap). There is a way to connect using third parties, but it would be nice to only enter client information once.

Lori
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

One of the first users of Clio and still give five stars.

Revisado el 15/11/2022

Overall experience has been fantastic, and I have no intentions of ever-changing software. I will retire using Clio. Clio, along with Clio Grow, has enabled us to develop a smooth process for evaluating potential new clients using an intake questionnaire and customizing a pipeline.

Puntos a favor

It's too difficult to describe what is best, I could not manage my practice without this software. It is incredibly user friendly and easy to learn. I use pretty much all aspects of the software on a daily basis and have been using it for more than 10 years. My practice has grown from just one attorney, me, to now four along with paralegals and clerks. Clio has made the growth seamless.

Desventajas

I don't have any complaints whatsoever. The software has been essential to my practice in all ways.

Alternativas consideradas

Time Tracker, CANVAS, Rocket Matter y Google Calendar

Razones para elegir Clio

I used these at other firms. When I opened up my own practice I chose to use Clio.

Software anterior

Time Tracker y Asana

Razones para cambiar a Clio

Price, options, versatility, tech support.
Owen
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Fantastic value, modern software, steadily improving features

Revisado el 14/4/2017

I've been using Clio since 2011 to help me run my solo practice. I use it primarily for calendaring , time tracking, and billing. Those features are fantastic. Almost all of my billable time is calendared, and Clio lets me add time right to those events and assign it to a matter right from the calendar. I cut my administrative time to bill clients by 40% the first time I used Clio, and it's now down roughly 90%.

I love that Clio lets me use third-party software with it rather than forcing users to rely on less convenient built-in solutions. For instance, Clio creates a folder for each client and matter for me in Box.com where I can work on my clients' documents using the rich feature set of Box. Clio Documents is okay for sharing with Clients, but there's no way they could replicate Box.

There are two things I really wish Clio would improve. First is the ability to natively support joint representation. I do some consumer bankruptcy work, and many of my cases are joint petitions. The Clio solution is to add one of the joint parties as a 'related party'. Strictly speaking, this is not a related party, but my actual client. I can note the relationship type, so it works okay for conflict checks, but I'd rather the software reflect the real legal relationship.

The other has to do with transaction tracking and integration with bookkeeping software. Maybe I just need to learn how to do this better, but I end up doing double work in Clio and Quickbooks for expenses and trust accounting. Bills and payments integrate, but the details, which are important for accounting disclosures, are manual in Clio.

All in all, Clio continues to be the best option for me. I'm very mobile, so a SaaS/Cloud solution is absolutely required. The features were very basic when I started using it, but the folks at Clio are constantly releasing new functionality, improving existing functionality, and integrating new useful apps. Oh yeah, I'm a bit of a tech geek, so having access to an open API is extremely tempting to me. I've done one integration with Zapier, and I have some ideas for other things I might do directly with the API.

Highly recommended.

Puntos a favor

SaaS platform, integrations with useful software like Box.com and NextChapter (bankruptcy service), comprehensive workflow features

Desventajas

Detailed expense accounting is cumbersome, joint representation is not natively supported

Alicia
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Best in Class for Small Firms

Revisado el 29/8/2019

In addition to what I wrote above, Clio Management's customer service and technical support are​ great. They are still working out the kinks on the Clio Grow side after acquiring Lexicata (which I also used and was happy to see integrated). I am excited to see what improvements they have in connecting up the two systems.

Puntos a favor

I've been using Clio since 2010. I have tried other software over the years. I also originally had to use other software that integrated with Clio, but slowly have been able to reduce subscriptions as Clio built out features. Clio is the best in class, affordable, and the software around which I ultimately chose to build all my systems. I like that Clio allows me to manage the entire client file, including documents and emails, bills, and file shares, all within a single integrated system. Less software is cheaper, easier to manage, helps me capture details, and requires less employee training and management.

Desventajas

Clio still has some features and kinks to work out. Not everything is intuitive. Its plugin with Outlook is a little slow and I don't like that it strips the attachments from emails when placing them in the file. There still isn't enough flexibility in fee arrangements. It could improve the marketing side quite a bit. And I wish you could edit billing entries in bulk a little easier (especially if you made a mistake in one edit, it doesn't save and you lose ALL your edits -- super annoying). That said, all of these bugs and annoyances get addressed by Clio over time. They continually improve and grow the software. So I don't feel that there are any fatal flaws; just quirks that you learn to work around​.

Steven
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 2.0 /10

Highly motived to get this to work... but it is a nightmare.

Revisado el 17/8/2018

Clio has tremendous potential. Their support and sales staff are extremely nice people and I feel terrible writing such a poor review of their product.

I am concerned that Clio's development staff lacks experience with developing a robust financial accounting system. I feel the current system has been developed by a bunch of very smart people who have never actually run or operated a business. So many of these glitches are just basic.

Previous to attempting to use Clio my firm used Quickbooks Online, Google Apps and Google Drive with an internally developed call management system. It worked well for us but the Clio interface was just beautiful!

We are paying about a month now for Clio and I regretfully feel I have made a major mistake with this system. My CPA, however, is quite happy with all the new billables cleaning up the mess this system has caused me.

Puntos a favor

Thought was put into the billing and time capture capabilities of the software. Great implementation with Google Drive and the advertising tracking is a brilliant idea. Actually, the entire software package is well designed and has tremendous potential. But...

Desventajas

But the implementation of all this is not good. The click flow of the user interface is very cumbersome. Basic tasks require far too many user interactions and it is not streamlined. Reporting is basic and requires .CSV dumps of data to recover meaningful information such as a summary of collections in a month for all staff broken down by time keepers.

The Quickbooks implementation is a disaster. Trust Account sync creates a journal entry for each debit/credit to your trust bank account whenever you add funds to trust or use trust account to pay a bill. This is all well and good except that in Quickbooks, journal entries are a separate line in the ledger. That results in two lines in the ledger for each transaction. My firm deposits thousands of dollars into our trust account daily and this quickly generates a maze of transactions in our accounts. Where this is more problematic when we do batch deposits because well we don't have just one client a day. So now when I need to reconcile my accounts I need to then go sum up all journal entries and ensure the accounting is correct.

Even worse is when writing a disbursement from Trust it seems that the same journal entry process is used to create the draft. The problem is that I cannot print a journal entry from Quickbooks, so we need to hand write the check. Support tells me the work around for this is to deactivate the sync feature and enter the check in Quickbooks manually.

Respuesta de Clio Traducir a Español

Hi Steven,

Thanks so much for taking the time to share your candid feedback¿you raise some excellent points and we're very sorry to hear about your frustration with our Quickbooks integration. We'll have someone from our team reach out shortly to see how we can resolve this for you¿we're extremely motivated to keep customers like yourself happy and we'll do what we can to make that happen.

If you have any other feedback, please feel free to email me directly at derek.bolen@clio.com.

Thanks, Steven!

Gary
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Clio Is The Best

Revisado el 4/9/2018

I have not had a single issue with Clio. I have used it now for three years. My bills look sharp and the time/activity record keeping is flawless, which helps when I have to push to get paid. The trust accounting is redundant and airtight. I am looking forward to developing my practice and I know that Clio is expanding its range of functions at a rate faster than any of my needs. Clio is leading the industry in coordinating with third party vendors (Lawpay, Outlook etc) to make Clio even more functional and efficient.

Puntos a favor

There is much to like about Clio. Their customer support is first rate and comprehensive. For example, learning to manage trust accounting and the creation of regular client invoices are critical and time sensitive activities. During my first year with Clio, I would call customer service at the end of each month as I encountered small mistakes I made in billing or accounting. Clio was always there willing to patiently walk me through my steps to help me fix my errors. The billing and accounting features are redundant and it is almost impossible to make a mistake that cannot be fixed. Time entry is simple and efficient.

Desventajas

I love the ease of use with respect to creating bills and managing trust accounting. On a different level, I have confidence that Clio is on the cutting edge of technology and software developments. As is evidenced by their annual conference, Clio is a leader in the industry. My investment in time learning this platform will continue to pay dividends as I mature as a solo practitioner. I am a veteran litigator but I recently opened my own practice. Clio has been the one indispensable tool to my new practice.

Julianna
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 4.0 /10

serious business problems treated like everyday problems by customer service - not timely...

Revisado el 24/1/2023

My experience with CLIO was fine until I actually had problems with the software that were negatively impacting my business and practice. They have been taking weeks to help me resolve these. And, I have to call them repeatedly and ride them to get any movement on getting them to help me resolve these very serious business and professional ethic problems. Because of this I am seriously considering going through all the trouble of switching to another provider like MyCase.

Puntos a favor

It being cloud-based and the app for my phone

Desventajas

Clio Payments is very problematic. CLIO Payments has been holding client payments that the clients authorized to be deposited into an attorney trust account. When the bank that the deposits were directed to refused to received them - CLIO did not refund them. I requested that the refund the clients since the money cannot go into that trust account b/c of issues with the bank. CLIO Payments says that it cannot refund money deposited to a trust account despite the fact that they have never deposited those funds into any trust account. CLIO Payments has taken possession of the client funds and will not release them or refund them back to the clients. This is a HUGE professional ethics problem for an attorney. They are oblivious and do not care about the impossible situation they are perpetuating for my business. Maybe they are making money on that money while they are holding it where it cannot be accessed and used for the client's benefit. DO NOT USE CLIO Payments - use LAWPAY.

Respuesta de Clio Traducir a Español

Hi Julianna. I'm Jessica with the Clio team. We have our payment operations team ready to assist you in resolving this. Can you please provide me with your firm name and email address so I can locate your account? They'll get in touch from there. Thanks!