Clio

Software de gestión de casos legales basado en la nube.

4,7 /5 (1123 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

A partir de
39,00 US$/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Funciones de Clio

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos, Canadá, Reino Unido
Idiomas admitidos
Inglés

Medios

With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.
Robust invoice customization options give law firms the opportunity to put their branding front and center.
The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute.
The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home.
Clio calendar
Clio matter pipeline
Clio create new contact
Clio reports
Vídeo de Clio Vídeo de Clio Vídeo de Clio Vídeo de Clio Captura de pantalla de Clio: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance. Captura de pantalla de Clio: Robust invoice customization options give law firms the opportunity to put their branding front and center. Captura de pantalla de Clio: The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute. Captura de pantalla de Clio: The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home. Captura de pantalla de Clio: Clio calendar Captura de pantalla de Clio: Clio matter pipeline Captura de pantalla de Clio: Clio create new contact Captura de pantalla de Clio: Clio reports

Opiniones de Clio

Opiniones de Clio

Calificación general
4,7
/
5
Excelente
862

Muy bien
218

Normal
29

Pobre
6

Malo
8

Relación calidad-precio
4,6
Funciones
4,5
Facilidad de uso
4,6
Asistencia al cliente
4,8
96% de los usuarios recomienda esta aplicación
J.p. W.

Clio is the best option for a solo or small firm law practice

After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.


Traducir con Google
Þorsteinn H.

clio law DATA management

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.


Traducir con Google
Bert S.

Passing the blame....

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?


Traducir con Google
Ashley M.

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.


Traducir con Google
Lindsay H.

Great software and user friendly!

My overall experience has been great! They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.


Traducir con Google
J.p. W.
Sector: Práctica de la abogacía
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Clio is the best option for a solo or small firm law practice

Software usado A diario durante Más de dos años
Revisado el 4/11/2019
Fuente de la reseña: Capterra

After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.

Puntos a favor

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Puntos en contra

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Þorsteinn H.
Sector: Práctica de la abogacía
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

clio law DATA management

Software usado A diario durante Más de un año
Revisado el 28/5/2020
Fuente de la reseña: Capterra

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Bert S.
Sector: Servicios jurídicos
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Passing the blame....

Software usado A diario durante Más de un año
Revisado el 8/9/2020
Fuente de la reseña: SoftwareAdvice

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?

Puntos a favor

I thought everything was integrated and intuitive.

Puntos en contra

Always something that seems like a simple question but impossible to find the answer. The live customer service has mislead us on two or more occasions.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 3.0/10

Ashley M.
Sector: Práctica de la abogacía
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Better for new attorneys

Software usado A diario durante 6-12 meses
Revisado el 22/3/2017
Fuente de la reseña: Capterra

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.

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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

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 4.0/10

Lindsay H.
Sector: Práctica de la abogacía
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Great software and user friendly!

Software usado A diario durante Más de un año
Revisado el 21/7/2020
Fuente de la reseña: SoftwareAdvice

My overall experience has been great! They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.

Puntos a favor

I liked how the IT team literally walked me through the entire set-up/integration. To be 100% honest, they recovered & transferred my crashed billing entries from Timeslips into their system. There are so many positives re: Clio software that I cannot pick what I like most; however, the Quick Bill & Payment Plan features are very convenient. Oh, I can't write a review and not mention the LawPay integration. That is also a great feature!

Puntos en contra

I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them. I wish Clio had a .pdf that I could hand to every new client. I also wish there were more options re: billing history printouts for the Court. This is VERY important when asking for ATTY fees.

Desglose por calificación

Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Recomendación de usuario
9,4/10
Basado en 1123 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Clio

Precios de Clio

A partir de
39,00 US$/mes
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4,6/5
Basado en 1123 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Clio

Funciones de Clio

API
API
Análisis financiero
Creación de informes personalizables
Creación de informes y estadísticas
Datos en tiempo real
Facturación
Gestión de facturas
Gestión de flujos de trabajo
Gestión de la conformidad
Gestión de la contabilidad
Importación y exportación de datos
Integración contable
Integración de terceros
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Procesamiento de facturas
Registro de auditoría
Seguimiento de gastos
Varias divisas
Funciones
4,5/5
Basado en 1123 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

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