Sobre Clio

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.
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Vídeo de Clio
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Precios de Clio

Clio no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de Clio está disponible a partir de 39,00 US$/mes.

Precio inicial:
39,00 US$/mes
Versión gratuita:
No
Prueba gratuita:

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Opiniones de Clio

Evaluación de función

Relación calidad-precio
4,6
Funcionalidad
4,5
Facilidad de uso
4,6
Asistencia al cliente
4,7
5 opinones sobre 1.249 Ver todas las opiniones
Mazyar
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
5
Funciones
5
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 18/8/2022

Clio Practice Management is the Best

Puntos a favor

Clio offers features necessary for practice management and operation right out of the box; then goes a step further by offering an integration ecosystem that makes it an indispensable part of a successful practice.

Desventajas

While Clio offers the minimum viable environment for online practice, the rapid growth of the company has left gaps and subtle shortcomings that veteran users will notice, while new users will be dazzled by the way it changes their practice.

Heather
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
3
Funciones
4
Facilidad de uso
3
Asistencia al cliente
3

4
Publicado el 23/8/2022

I've used Clio Manage for 6+ Years and Clio Grow for 2+ Years

I've used Clio since opening my own firm. Overall, I'm happy with their products and feel confident that I can get "at a glance" information on my active cases as well as my leads quickly. And, I can dive deeper into any particular matter or contact easily. I do wish they were a bit more tailored to small/solo firm practice - particularly in terms of the time investment in set-up and cost per license.

Puntos a favor

Clio offers nearly comprehensive lead and case management services. Their support staff is responsive and if you engage them in a conversation about your firm's needs - they are eager to listen & learn. Since I began using it, Clio has steadily widened their offerings that are real value-adds. Their annual conference is a great networking & learning event.

Desventajas

Both products, but Grow especially, are very time-consuming in the initial set-up phase. Both products could be more robust for practice areas that don't involve litigation. Their support staff is readily available but in my experience can only assist in solving my issue about 10% of the time. Often some features I view as key are not available and it's hard to determine how the upvoting process of feature requests actually works. The pricing structure is frustrating and could benefit from adding a different tier for restricted or limited users (like paralegals and admins). While all the features and new additions are nice, as a solo practice attorney I often find myself unable to take advantage of them due to the time involved in learning about & implementing them.

Alternativas consideradas

CosmoLex y MyCase

Razones para cambiar a Clio

Interaction with the sales reps and recommendations from fellow attorneys.
Usuario verificado
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
1
Funciones
3
Facilidad de uso
3
Asistencia al cliente
1

2
Publicado el 26/8/2022

Why Clio sucks and you'll only find out after investing far too much.

Eh... I should have cut my losses instead of hoping they will fix the glitches.

Puntos a favor

The HelloSign integration is the only reason I stay. It has the benefits of any basic CRM.

Desventajas

Customer service is horrendous. Sure they are polite and quite courteous in fact, however, it's like speaking to a brick wall. It's like everyone's drank the cool-aid. They avoid the acknowledging system limitations or errors like the pliegue which obviously comes from the top. There are far better CRM programs with true automation for far cheaper instead of the patch work of products branded as Clio. I could get the same, if not better, effect with Zapier.

Yes, I'm bitter because I've invested thousands of hours and dollars and now I'm stuck. As a sole practitioner, I do not have the money or man power to start all over again. I tell ALL my peers they are much better off using Dubsado and HelloSign than Clio. Tyring to get technical support is a time suck! The level of work/investment needed just to get the first tier customer support familiar with the product then explaining the issue is not worth addressing it AT ALL! They obviously receive minimal training and have NO real comprehension or experience with the Clio products themselves. It's like they are afraid to admin they don't know or they don't understand. They are just key word searching in the help index which I've ALREADY DONE!

Alternativas consideradas

HoneyBook, MyCase, 17hats y Lawmatics

Razones para elegir Clio

Cost, ture email and workflow automation, questionnaire customization, it's just a far superior CRM.

Software anterior

Dubsado

Razones para cambiar a Clio

I believed the hype and the sales pitch. Just because is cost more doesn't mean the company has invested that into it's product. They just have a larger marketing budget.
Katie
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
4
Funciones
5
Facilidad de uso
5
Asistencia al cliente
5

4
Publicado el 23/8/2022

Marquez Law Recommends Clio

Puntos a favor

Tasks, document templates, automated billing and bill reminders. We love that Clio is dedicated to continuing to develop their platform and listen to their customers. The Quickbooks integration, among others, saves tons of time.

Desventajas

We utilize a sustaining retainer model and the billing feature does not support this currently which makes it confusing for our clients. It would also be nice to be able to draft documents and texts to contacts for consultations/potential clients.

Alternativas consideradas

Rocket Matter y ProLaw

Razones para elegir Clio

Started a new firm and had the opportunity to switch.

Software anterior

ProLaw
Beau
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
3
Funciones
4
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 23/8/2022

Clio Review

It has been really good and the team is really responsive.

Puntos a favor

I really like the tasks feature that helps move client matters forward efficiently and smoothly by allowing our users to delegate and organize their work

Desventajas

Some parts (especially Grow and Clio Docs as well as portals for clients)

Alternativas consideradas

CosmoLex, Rocket Matter y Smokeball

Razones para elegir Clio

Clio was a better all around solution

Software anterior

Trello

Razones para cambiar a Clio

It was a better solution, especially in canada

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