Clio

Vorteile

Ich habe Clio getestet. Clio Grow darf man nur testen, wenn man vorher ein Test Abonnement kostenpflichtig abschließt. Es hat mir nicht zugesagt. Es ist praktisch unmöglich, das Produkt zu kündigen. Die buchen einfach weiter von der Kreditkarte ab, also Vorsicht! Das ist eine Falle.

Nachteile

Betrügerische Abo Abzug Falle. Es gibt keine Möglichkeit, dass einmal abgeschlossene Abonnement zu kündigen. Faxnummer ist nicht angegeben. Meine E-Mails wurden zwar bestätigt, trotzdem wird weiter abgebucht.

Vorteile

I was really impressed with how Clio simplifies everything. I was searching for a replacement for my previous legal management software and came accross Clio and thought we'd give it a try. It's truly a breath of fresh air compared to what we're used to. The ability to automate client intake and manage cases has made our work much more efficient. Also the integrations with other tools we already use made it so it wasn't like starting from scratch.

Nachteile

The mobile app seems to have limitations compared to the desktop version, which can be frustrating when traveling and accessing information on the go. I called into support and they were able to help me with what I needed though away from main workstation, and hear that the app is being improved currently.

Vorteile

Clio gives us flexibility to handle various case types while maintaining consistent practices throughout the firm. Clio has a high degree of customization, and we use several integrations to achieve our client goals. We now use Clio Duo to track down missing details and information. We also have scheduled weekly reports automatically pop into our inbox.

Nachteile

I would love to see an internal tool to track automatically all client related work in Clio and other apps. We now use an integrated app for that, but it has some limitations.

Vorteile

Clio's functionalities are useful in the ability to maintain clients information in a organized database.

Nachteile

The limited functions that Clio has adapted are extremely limited.

Vorteile

Clio is a fantastic information-gathering tool and is close to being a one-stop-shop for everything we need pertaining to our clients. the upcoming rollout of a new communications tab should help to sort this information further.

Nachteile

Client intake is a tedious process. Something as simple as being about to mark clients as spouses/life partners and copying over address and other basic information would go a long way to help speed things up. as of now, we make three contacts for every matter (the married couple as well as each spouse).

Vorteile

It connects in such a myriad of ways that I can find connections I did not even realize existed between clients and people on other cases. When you're in a small community, that is very helpful!!

Nachteile

Adding time to a calendar event or anything should be part of the initial pop-up, like it used to be.

I would like to be able to email things to the maildrop address from anyone within my domain.

And I would like to be able to e-file from my Clio profile EVEN IF my service email address is NOT my profile email address.

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Gründe für den Wechsel zu Clio

Vorteile

This platform is extremely easy to learn and to use--I mean, none of us went to law school to work as IT experts, right?! Clio is constantly innovating and the company is open to suggestions from users. The customer service is second to none with fast, fast, fast! responses. They are also extremely communicative about any issues that may offer challenges to their customers.

Nachteile

I wish some aspects of the invoicing system were more flexible.

Vorteile

very user friendly, easy to learn, ability to have everything in one place.

Nachteile

there are still some minor needs/requirements that would be useful that are not available or updated yet. needs the resources organized a bit better.

Vorteile

Clio as a platform is very organized and constantly evolving to suit a law firms needs. If there is ever an issue, Clio's employees are very attentive and help remedy the situation

Nachteile

I am not the biggest fan of the new internal messages screen. It is all lumped together with the portal and texts as well.

Vorteile

How easy it is to use, loving new updates that come.

Nachteile

the portal is a great tool but I feel it still needs some updates to make it more user-friendly. It would be a great benefit for it to tell you who downloaded docs and if you click on a doc you should be able to go back to the thread.

Vorteile

Easy to learn, interfacing, Client / Matter management; client communication, calendaring, task setting

Nachteile

The only thing is tat if you are entering a calendar event and don't pay attention to the time, it defaults to the time you are present in. But it just means you need to pay attention to what you are doing.

Vorteile

Clio is a great foundation for our firm. I am a long time Clio user, over 13 years now. I have seen it grow and improve. Some things have stayed the same - excellent customer service, minimal to no downtime. It replaces at least one full time employee with the automated reminders, calendaring, etc. Not only do I organize my digital client files in Clio, I track all my payments and trust accounting, I am able to have team member accountability through task tracking, we have regular and effective communication with the clients through the Clio Client portal. When I'm using Clio, it helps me be a better lawyer, it helps me focus more on my clients, and keep my clients happy through great communication.

Nachteile

While it has all the basic features in a package to choose from, there are parts you have to pay to add on. Clio Grow for intaking new clients, meshes great with Clio Manage but it does have an extra cost. The document template feature that is built in is okay, and the add-on Clio Draft is supposed to be a lot better but it's at additional cost and a bit difficult for me to intuitively figure out. It's costly to have Clio, but it does save having an extra employee and saves from missing a deadline and having client's complain due to lack of communication, so to me it's worth the cost.

Vorteile

Extremely user friendly. You can tailor the platform to meet your firms particular needs regarding your area of practice.

Nachteile

Duplicate Contacts when logging emails. I believe that is being fixed.

Vorteile

Clio is intuitive and provides excellent document management, client relationship management, timekeeping and billing all in one platform for a reasonable price with no long term commitments.

Nachteile

On occasion Clio will have glitches - connectivity issues. When that happens, we're at a standstill. Fortunately, it doesn't occur often, and when it does it is short lived.

Vorteile

Can access my client's files from anywhere safely and securely.

Nachteile

Not connected to electronic filing system in my state.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Clio

Vorteile

The ease of use and the integrations with third party software

Nachteile

The cost per user compared to other legal case management software.

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Gründe für den Wechsel zu Clio

Vorteile

So many integrations and so user friendly.

Nachteile

Trust accounting with Quickbooks Online but we have not started using the newest update to help make this easier

Vorteile

We love that we have all data, participants, documents, contacts, email/communication journaling, calendaring all in one place. The mobile app is great for on the go use and tracking time when you are away from the office. The client portal is a great tool for tracking what the client has provided and what is still needed. The time Clio saves us in administrative work has been invaluable.

Nachteile

Mapping with Quick Books does not match up the best. Some of the integrations are still work in progress. No integration with MyPleadings.

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Warum Clio gewählt wurde

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Vorteile

Integration of payment, invoicing and CRM

I used to love the customer service but now....NO

Nachteile

Difficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries.

Vorteile

We love the invoicing the most - we are sure we have re-captured getting paid for many files we used to not be able to track and get paid for. Now we can send an invoice online and get paid online too. Making a bill is quick and easy, and our staff even thinks fun!

Nachteile

We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to attach files to emails, so we didn't end up doing this. Also, when sending an email from Clio, I would prefer that it auto-saves it to the Clio file.

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Warum Clio gewählt wurde

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Vorteile

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.

Nachteile

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.

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Warum Clio gewählt wurde

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Vorteile

Clio has been great to track billable time and expenses, and sharing documents (including LARGE attachments like videos.). Calendaring is great as you can link the event to a matter and invite users, including clients and other parties. Setting reminders is also great to help you take on task and meet your deadlines. Customer support is very responsive, and helpful. Clio Grow has also been great to use, wish the editing of the documents and forms was more user friendly--it has already gotten better since we started using Clio (there is now the ability to add a table!)

Nachteile

There have been bugs that have taken some time to correct. Timer issues (starting and stopping, you need to really pay attention that it is properly recorded this); additionally, the Clio calendar becomes un-synced with out Outlook calendar(s) and that is a huge issue (currently) as we have to double record.

Vorteile

It makes running my law office a breeze. I can't imagine practicing without it.

Nachteile

I honestly can't think of anything I would change about it.

Vorteile

Clio is intuitive and greatly assists me in managing my firm. The dashboard is organized in such a way that I can easily track overall firm finances and open matters. Additionally, the ability to create tasks and sync Clio with my firm's Microsoft account expands the functionality of the product.

Nachteile

I really do not have any complaints about Clio. When I attempted to use Clio Grow, I simply did not have the time to create the templates that are designed to make the product more valuable to client intake.

Vorteile

I love how easy Clio makes it to do nearly all of my day-to-day practice management from invoicing to trust accounting. The calendaring / court rules and document automation is also great.

Nachteile

I didn't love that they increased the processing fee for Clio Payments not very long after I signed up for it. They did agree to freeze the rate for a few months until it goes up, but I was disappointed they increased it in the first place.

Vorteile

I love having everything in one place - not a bunch of extra integrations or connecting apps needed. I also love that Clio is constantly making improvements and listens to its users.

Nachteile

The need to sync back and forth between Grow and Manage and the appt booking does not constistently stay up to date with my calendar.

Vorteile

Clio is always innovating, but they do not hesitate to pass along the cost for such innovation to the customer. There is a whole suite of "add-ons" to choose from. But it feels like nickel-and-diming users for features and enhancements. Imagine if Google or Microsoft charged a fee every time there was a software update. That is how it seems to work at Clio. Don't believe the advertised price. If you want a fully-functional practice management platform (i.e., Clio Manage + Clio Grow), the price is going to be closer to $200 per month. That does not include Drafting and Duo (AI).

Nachteile

The machines are in control at Clio, not the humans. Certain functions, once entered and/or executed by the user, cannot be undone--even by the software developers and engineers. So you have to be triply trepidatious when entering data. If you get something wrong, your whole organizational scheme can fall into chaos.

Support is outsourced, largely to India. When you call in, you get that call-center vibe, including and especially the "I'm sorry, sir, but..." mantra (the "I'm sorry routine"). They will not go the extra mile to problem-solve and come up with creative solutions to fix what is a very common issue.

Clio is a captive sales scheme. They want you to invest time and money in a closed subscription-model ecosystem that, over time, will get more and more expensive--yet commensurately more difficult to disinvest from given all the time it takes to build your processes and workflows that will not be cross-compatible to other platforms. The lifetime investment in Clio will be huge.

The company is based in Canada. They have no offices in the United States.

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Gründe für den Wechsel zu Clio

Vorteile

Efficient for case management, designed for easy use and the most responsive team I’ve ever seen for management application.

Nachteile

I would like to have more options for my calendar (more like a daytimer feel) with a calendar view that supports tasks management and notes.

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Warum Clio gewählt wurde

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Vorteile

Very easy to navigate. The resource center gives lots of information when you don't know how to do something. Very happy with how user friendly it is. The document management and use of docusign has been excellent

Nachteile

Not being able to mark invoices as sent via USPS. Not all of our clients use email. Not being able to pay multiple invoices via the matter, and having to navigate to the billing page. On the billing page, not being able to search via the client/matter number. Only can search by name. Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. Less third party crossovers would be nice as well. I would like to see a more developed Clio for clients desktop app/website/portal. I think our clients would really utilize communicating with the attorney more through a portal then an app on the phone.

Vorteile

Easy to Use, Does literally everything I can want as an attorney. Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc). Very quick response time from their tech support, and most of the people are very nice and courteous even if they can't help you with what you want. The fact that they continuously update, make changes, and add features that we either wanted or didn't know we wanted until now, especially for such a low monthly price.

Nachteile

The aesthetics of some of the features. Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite understand as a lay person haha), but these can likely be solved by talking to tech support. Some of the tech support people aren't that helpful, or will refer you to call their hotline so they can set up a Zoom call so you can share your screen and they can see the problem, which takes a whole lot longer than I would like. But generally they do solve the problem pretty easily.

Vorteile

Completely changes how I handle matters and communicate with clients and staff. One central location for all things "client". I like that Clio is big enough for developers to want to work with Clio and there are hundreds of integrations that can be used with Clio. The customer support is always right there when needed, helpful and instructive. The knowledge "library" is vast and always helpful.

Nachteile

My only complaint about Clio is even though the onboarding training was extensive and helpful, this was such a big change for me and my firm we literally had to rethink our "workflows". I wish there was available from Clio a service that we could hire to sort of guide us and tell us what changes we should be making to get ready for Clio. I did end up speaking with a consultant and it will be fine I just wish at the beginning of the process Clio offered this service (maybe they do and I missed it).

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Clio

Vorteile

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

Nachteile

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

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Vorteile

Ease of use and so many options
Document storage client connecting trust and more

Nachteile

The cost per user is high and is based and billed in Us funds.

Vorteile

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.

Nachteile

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.

Vorteile

It's one of the more widely used software so if you're hiring new legal staff, they might have had some exposure to it. At times they can be responsive to requests make helpful changes to the product but mostly, you get stonewalled.

Nachteile

Well, there are several things. We have to pay for an extra license for our bookkeeper to use the product and other software companies don't do that -it's a hidden cost. Necessary product upgrades take long with Clio and some functionality is lacking For example, Clio was far behind the competition to include an effective client portal (they started with one that was not user-friendly at all) and although they are making improvements with it, it's still is not up to par and its functionality compared to other case management software systems.

We paid extra for use of their CRM called Clio Grow and its a primitive software compared to Salesforce, Hubs, monday sale CRM, pipedrive, etc. It lacks functionality like texting your potential clients. It only partially integrates with the case management portion of Clio. Worst of all, after setting up a document template in Clio Grow for client intake with our office (30 people), Clio restricted some of the functionality of that document making it even more awkward, to the point where it's unusable for us. It would've been simple to fix it and change the functionality back to the way it was just a few days ago but, I got stonewalled. No one's responding.

Vorteile

Robust platform that integrates time-keeping, billing, write-offs, and lawyer productivity seamlessly. Conflict checking. Competent, authorized human customer service is truly just a phone call away - no difficult menus and queuing music.

Nachteile

Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it doesn't work smoothly in practice.

Vorteile

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

Nachteile

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

Vorteile

user-friendly and support is efficient and effective!

Nachteile

I would like to integrate quickbooks access with the general account or perhaps more of an accounting feature within Clio.

Vorteile

The user interface is very intuitive and easy to use.

Nachteile

The Tasks and Messaging could be more robust in Clio Manage and the phone app needs to better resemble the desktop version.

Vorteile

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

Nachteile

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

Vorteile

- Clean layout
- Straight-forward interface
- Friendly Customer Service

Nachteile

- Basic Billing tab
- Too many Eservice fees
- Not enough features

Vorteile

Clio used to have responsive and helpful customer support, but that was years ago! It was once easy to track and link payments to client matters, run useful reports, and handle cloud-based documents, but recently the software has seen nothing but bugs.

Nachteile

Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of the desktop launcher. Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister program), retroactively recharacterizing ALL prior card payments in a completely different manner and ruining my firm's entire accounting system overnight. Clio tech support is worthless and is never aware of any issues brought up to them about the software, no matter how debilitating the issue may be, and they endlessly put you on hold to "talk ton their team" while stalling and asking for more screenshots of the issue, only to tell you a week later that they can't help you. The software has fallen far from grace and serves only to be a very expensive patchwork of buggy integrations, paired with tech support that doesn't understand any of the details of their own program.

Vorteile

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

Nachteile

Pricey service as you add more licenses within the firm.

Vorteile

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

Nachteile

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.

Vorteile

Ease of use, e-signing with ease, invoices can be unique to our firm with templates for each client, cleaning up others time entries are simple as admin, and it just overall makes my job more efficient and enjoyable.

Nachteile

It needs work on adding my state laws and guidelines into the calendar. For example if I have a CT slip and fall case, it would be nice if the calendar prompted me to enter all my scheduling order dates, remind me when discovery is due per statute, etc… also an in office chat feature would be nice too! When we save emails from outlook the organization is not helpful for some attorneys and we cannot edit that. Also we need AI integrations!

Vorteile

The ease of having everything in one place and the ability for clients to make timely payments, often the day they receive the invoice

Nachteile

It would be nice to pass the credit card fees on to the client automatically when they make the payment

Vorteile

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

Nachteile

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

Vorteile

Everything is in one place, and its easy to read.

Nachteile

Mixnor bug fixes: sometimes when you go back on a page, it doesn't load. the calendar at the top with the "All Day" matters sometimes is forgetful; it doesn't scream "Urgency."

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Warum Clio gewählt wurde

Gründe für den Wechsel zu Clio

Vorteile

Easy to learn and a lot of capabilities if you don't mind "add ons"

Nachteile

Some of their solutions were a little unconventional, ie if an atty wants two different rates I was advised to change the rate case by case. I thought there should have been a better solution