Clio
Software de gestión de casos legales basado en la nube.
4,7 /5 (1141 opiniones) ¡Escribe una reseña!Información general sobre Clio
¿Qué es Clio?
Clio es el principal software de gestión de práctica para el sector del derecho. Con tecnología segura basada en la nube, Clio facilita el día a día de profesionales del derecho en todo el mundo con seguimiento intuitivo del tiempo, facturación, administración de material, aplicaciones móviles y más para simplificar cada tarea, desde la recepción del cliente hasta la factura.
Con Clio, las firmas de abogados de todos los tamaños manejan fácilmente las relaciones y los documentos de los clientes, simplifican la administración y la colaboración y optimizan las iniciativas de marketing. Con capacitación y asistencia de primera clase, los abogados pueden administrar sus actividades de forma segura desde cualquier lugar, en cualquier dispositivo y dedicar menos tiempo al trabajo de oficina y más tiempo en la práctica jurídica. Obtén más información en clio.com.
Información general sobre Clio
Precio
Opciones de precios
Funciones de Clio
Medios
Opiniones de Clio
Opiniones de Clio
Fantastic Practice Management Solution
Clio Has Made the Start of My New Law Firm Even More Successful
Clio takes case management to a whole new level! Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease. Clio helps me make the most of each and every day by its easy time management options - making bills quick and easy! Utilizing Clio Manage with Clio Grow has been the perfect setup that I needed as I started my own firm. There is no question that I am better managing my clients and my practice with the use of this software.
Clio is a Must!
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
Better for new attorneys
If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.
Exceptional Value.
Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever expected.
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Fantastic Practice Management Solution
Puntos a favor
Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.
Puntos en contra
Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.
Clio Has Made the Start of My New Law Firm Even More Successful
Clio takes case management to a whole new level! Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease. Clio helps me make the most of each and every day by its easy time management options - making bills quick and easy! Utilizing Clio Manage with Clio Grow has been the perfect setup that I needed as I started my own firm. There is no question that I am better managing my clients and my practice with the use of this software.
Puntos a favor
My favorite feature of Clio is Clio GROW. I got it right from the start along with Clio Manage and I highly recommend it. As a sole practitioner, I need to be able to streamline and automate my intake process. Additionally, I need to keep up with my leads for marketing purposes. Clio Grow has enabled me to be much faster in my response time with new clients. It is very evident to me that my rate of conversion has been substantially increased with the utilization of Grow and now I cannot imagine my practice without it.
Puntos en contra
I have seriously not found anything I do not like about this software. I have really practiced with it and have found every feature to be helpful.
Clio is a Must!
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
Puntos a favor
Generally Clio changed my practice. The software makes it easy to access critical data which is right on your dashboard, such as billing goals (day/month/year), A/R, actually vs. targeted billing, client and matters, just about everything a lawyer needs at his or her fingertips to make billing easy and efficient.
Puntos en contra
Sometimes, rarely, I find that info I need or a function I would want cannot be done which makes little sense to me. Also constructing Bills is more cumbersome than it needs to be.
Better for new attorneys
If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.
Puntos a favor
It's online.
The timer can be stopped and started easily.
Puntos en contra
I spend about two (2) hours a day implementing workarounds to make the system work because it was not built for family law practice or file review. It's a good backup system but it's nothing very reliable unless you're willing to invest the time into making it work.
Respuesta de Themis Solutions
Hey Ashley,
This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions?
- Derek, Clio Community Manager
Exceptional Value.
Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever expected.
Puntos a favor
The time and billing program is easy to use. Keeps you on track to bill clients timely, accurately reflects you day, unbilled time as well as billed time. Highly functional. Exceptional Customer Service. This is the best decision I made in years.
Puntos en contra
I do not have any Cons about the program. I wish I used it daily in the beginning of my learning curve.
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Precios de Clio
Precios de Clio
Compara las alternativas según la relación calidad-precio
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Funciones de Clio
Funciones de Clio
Compara con las alternativas según la valoración de características
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Categorías
Categorías
Preguntas frecuentes sobre Clio
Preguntas frecuentes sobre Clio
He aquí algunas preguntas frecuentes sobre Clio.
P. ¿Qué tipo de planes de precios ofrece Clio?
Clio ofrece los siguientes planes de precios:
A partir de: 39,00 US$/mes
Modelo de precios: Suscripción
Prueba gratis: Disponible
P. ¿Cuáles son las características principales de Clio?
No tenemos información sobre las características de Clio
P. ¿Quiénes son los usuarios habituales de Clio?
Los clientes habituales de Clio son:
Empresas pequeñas, Empresas Grandes, Sin ánimo de lucro, Trabajadores autónomos, Empresas medianas
P. ¿Qué idiomas admite Clio?
Clio admite los siguientes idiomas:
Inglés
P. ¿Qué tipo de planes de precios ofrece Clio?
Clio cuenta con los siguientes planes de precios:
Suscripción
P. ¿Clio es compatible con dispositivos móviles?
Clio admite los siguientes dispositivos:
Android, iPhone, iPad
P. ¿Con qué otras aplicaciones se integra Clio?
Clio se integra con las siguientes aplicaciones:
Chrometa, Cyfe, FactBox, InvoiceSherpa, Law Ruler, PieSync, Teamleader, Wishpond, Xero, Zapier
P. ¿Qué tipo de asistencia ofrece Clio?
Clio ofrece las siguientes opciones de asistencia:
Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo
