Clio


Logotipo de Clio

 

1134 reseñas (4,5/5)
 
Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments. The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account. The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more. The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.
 

Clio - Firm Dashboard
 
  • Clio - Firm Dashboard
    Firm Dashboard
  • Clio - Clio Manage Dashboard
    Clio Manage Dashboard
  • Clio - Bill & Payments
    Bill & Payments
  • Clio - Clio Mobile App
    Clio Mobile App
  • Clio - Clio Grow Dashboard
    Clio Grow Dashboard
Sistemas operativos compatibles:
Mac OS, Navegador web (independiente de SO), Windows 8

1134 reseñas sobre Clio

 

Stephen B. Especialidad: Servicios jurídicos Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

6/7/2019

6/7/2019

Fuente de la reseña: Capterra

Fantastic Practice Management Solution

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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.

Ginger P. Especialidad: Servicios jurídicos Número de empleados:  Trabajador autónomo Número de empleados:  Trabajador autónomo

4/11/2020

4/11/2020

Fuente de la reseña: Capterra

Exceptional Value.

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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.

Ashley M. Especialidad: Práctica de la abogacía Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

22/3/2017

22/3/2017

Fuente de la reseña: Capterra

Better for new attorneys

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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.

Consejos útiles

Think about how you use your legal practice--if you couldn't go online today, this is not going to make you online tomorrow. You have to completely rework how you do things because of the amount of upload/download, import/export time that you do. This is NOT an all-in-one system and it CANNOT all be done online at this time. The next updates were pushed back until September so I don't know what will be resolved between now and then.

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Respuesta: Themis Solutions 23/3/2017

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

Candace S. Especialidad: Servicios jurídicos Número de empleados:  Trabajador autónomo Número de empleados:  Trabajador autónomo

29/10/2020

29/10/2020

Fuente de la reseña: Capterra

Clio Has Made the Start of My New Law Firm Even More Successful

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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.

Bert S. Especialidad: Servicios jurídicos Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

8/9/2020

8/9/2020

Fuente de la reseña

Passing the blame....

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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.