Opiniones de Clio

Ofrece un buen servicio de atención al cliente con flexibilidad y asequibilidad.

Me gustaría tener más opciones para personalizar los informes. Fuera de eso bastante bien.

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

No deja almacenar muchos datos y informes

I love the expansive growth coming down the pipeline. I started with simple document automations with Manage and Clio continues to acquire new features to aid in running my firm and continues to refine those features. Along with the 200+ integrations, Clio dominates the market for a reason

It used to be a bit unsophisticated in terms of functionality but they listen to their clients and they get better every day

Clio gets the job done. Document uploading, e-signing documents, and a client communication portal, you name it.

Pricey service as you add more licenses within the firm.

Being able to manage time, billing, documents, and client communication in one platform.

The price -- it's really expensive, and it just keeps going up.

I love how easy clio is to use and all of the most important information is on the main page of a case

I least like the layout of clio, I think it could be laid out a little better

I have loved how much Clio integrates with other programs. I love how easy billing it and how it's helped us grow as a firm.

I would like to see better reports to generate.

What I like most is how versatile the program is and that you can customize and build it out to your needs

What I like least is that some of the features are not as intuitive as the competitors.

Clio is very user friendly. The company is extremely responsive to client input with regards to product enhancements.

I honestly cannot think of anything I don’t like.

Customer service is extremely helpful and responsive, our representative is also very responsive and knowledgeable. Programs are fairly easy to use. Transition from previous software was easier than anticipated

We have a different way of inputting payments so it was a bit cumbersome but we have now learned how to work around these issues

Very accurate and reliable software. Customer service is very responsive. they appear to take suggestions well for enhancements.

Minor complaints about user access/authorizations. However, software roadmap contemplates fixes.

Clio helped me hit the ground running when I opened my solo practice. Nearly every feature is user intuitive, and I have already been delighted to see Clio continue to upgrade its services in the two years I have used them. I couldn't survive (i.e. stay organized) without all of its features, billing, document e-signature service, and access to its partner, Proof for service of process.

Initially I was disappointed that Clio Grow and Clio Manage didn't "talk" to one another. I love Clio Grow to keep track of leads and potential clients, and I like the ability to transfer a file over to Clio Manage. I didn't like that they weren't truly in sync. However, Clio has worked to solve that pet peeve and is continuing to make improvements.

I came to Clio because Thomson Reuters discontinued its Firm Central case-management product, and I needed a replacement. Clio has all the functionality that Firm Central did, but in a more logical, easier to use interface. I found that, with minimal instruction, I was able to get up and running. The Clio onboarding process was very effective.

Clio was designated by Thomson Reuters as its preferred partner to replace Firm Central. In that role, I would have expected the Clio team to have been a little more up-to-speed on the best way to migrate from Firm Central to Clio. Clio's team does migrate your data, and that went very smoothly. But "data" doesn't include documents, which is the bulk of what we were storing in Firm Central. Clio has no advice on how to move those documents. They simply recommended three third-party vendors. I contacted the one that advertises that it specializes in migration to Clio. It was going to charge me $3,000 to upload my files into Clio. But I'd still have to figure out how to get them out of Firm Central, which was my major challenge. Once I had them downloaded, Clio makes it easy to upload. At any rate, Firm Central's instructions were helpful, and the process went fairly smoothly.

I like that it is a comprehensive CRM system that is geared towards legal. I can invoice with it, add new clients, retain documents, generate documents, you name it.

I think some features could be a little more user-friendly, but I think they are constantly working on that. It takes time to get all the bugs out of any technology.

i like that I am able to streamline the intake process in Clio Grow and then pass the baton to my colleagues seamlessly in Clio Manage and Clio Draft

There are still some things that need improvement, but i love that the support team is always so helpful and try to find workarounds for me, and then they take our suggestions seriously and send those to their design team to try to figure out how to put those suggestions in action.

It captures all of the information needed to work on a file in one place and allows me to be much more productive.

Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system.

it has been a software that facilitates daily tasks that could require a lot of time, with clio it is easier to invoice, appointment reminders and have all the documents in one place to access them from anywhere without having to be in the office with the physical documentation
its security and reliability allow you to have all the documents in the cloud with the certainty that nothing will happen to them and they will be protected

in my use I have not detected anything that I dislike and I feel that everything has worked correctly without causing any problems

I've been using Clio Manage since I started by firm in 2020 and find it to be very responsive to my needs. I've recently also started to use Clio Grow which I hadn't really thought would make a whole lot of difference to me, but I couldn't have been more wrong. I enjoy the interface, the support is good, it does what I need it to. Highly recommend it.

The initial onboarding was great, but once you're up and running, you're left alone. Fair enough, but I suspect there are features that I could be using and would be beneficial to me, that I don't know about either because they didn't exist when I was onboarded, or I didn't need them initially and I've forgotten they exist. This could be fixed by a 6 month review or 1 year review, but it's not critical. Perhaps for firms with more users/wider range of services, they'd pick this up and follow it up with Clio. It's hard to follow up on something you don't know exists.