Clio

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

Lots on integrations with third party software. Program is relatively easy to use, and support is good.

Nachteile

Did not have integrated passive time tracking and document automation.

Vorteile

All I need to do is turn on Clio in the morning and press the button to start the timing if I feel lazy to casually type a few words. It is possible to see how far behind or ahead of budget I am in terms of jobs, payments and invoicing. There is some repetition (database skills), and he has another colleague to manage the data for him when he is on vacation and doesn't have Clio, but these are minor quibbles.

Nachteile

This feature is likely to be useful in many people's practices, but I don't use it. Clio must find a way to accommodate all the documents that have a certain name that I can access through Clio. On the contrary, I use Hazel and Dropbox.

Vorteile

What I liked most about this software that I use to manage my office is its ability to save time. The time tracking and billing tools are incredibly intuitive, allowing me to focus more on my cases and less on administration. Plus, the fact that it's cloud-based means I can access my files and data from anywhere, which is extremely convenient.

Nachteile

What I liked least is that, initially, it can be a little overwhelming to learn how to use all its functions. At first, it took me a little while to adapt to the interface and understand how to get the most out of all the tools available.

Vorteile

I found clip to be user friendly and intuitive. As a lawyer, I am a fan of tech products which allow me to spend less time worrying about the functionality and more time doing legal work

Nachteile

A bit expensive for the functionality compared to other practice management tool. The learning curve - as it takes a bit of time to get accustomed to all of Clio's features.

Vorteile

The efficiency of streamlining my practice .

Nachteile

Could be a smoother interface and have a tad of a better user guide

Vorteile

Clio provides an all-in-one solution for managing cases, tracking time, billing, and communication. Its user-friendly interface allows for easy navigation and efficient workflow.

Nachteile

While Clio is generally a great platform, it sometimes experiences minor hiccups in syncing data across multiple devices.

Vorteile

Ofrece un buen servicio de atención al cliente con flexibilidad y asequibilidad.

Nachteile

Me gustaría tener más opciones para personalizar los informes. Fuera de eso bastante bien.

Vorteile

Billing and Invoice integration is good once you get used to it.

Nachteile

Clio has poor representatives that can not communication effectively. Furthermore, supervisors are out of reach and make it impossible to address any concerns you have. I would not recommend this service.

Vorteile

I am a developer and also try to understand law management so I found Clio for this, here are some features about Clio, Clio is basically a law practice tool which use to understand law management and grow your knowledge about Clio, it is very easy to use and also has time tracking and document management which make it different and also has a mobile app so we can use this any time and get some drop of knowledge about the law that it

Nachteile

It does not have to make dislikes and has a very wide range of knowledge about the law so definitely recommended, it is not free but has a trial version for understanding how this tool is

Vorteile

Our firm had used Timeslips for timekeeping and billing in the past before switching to Clio a few years ago. Timeslips was simply outdated and cumbersome, not to mention that we had no tech support. After having switched to using Clio, I was able to use the software to email clients directly and have the emails come from our firm email account via Clio without always having to involve the office manager for billing my invoices. If the clients have questions, they will know to direct their questions to the office manager, who is otherwise in charge of general accounting matters. Additionally, I love that I can always reach out to Clio's tech support for answers as to user issues or questions, and the services have always been pretty prompt and spot-on.

Nachteile

I remember there were some data migration issues when we transitioned from Timeslips to Clio. It has been a while, but I recall that at least some of the client data like their addresses didn't look quite right when it was pulled over, and I basically had to start over with entering the information in Clio.

Vorteile

Easy access to input of information. Not complicated when inputting data.

Nachteile

I have not found anything that hinders the input of information. If I have questions I call for technical assistance.

Vorteile

Clio is a very adaptable program that we are able to mold to our firms unique style. we are able to track emails, client notes, client documents, calendar events, court pleadings and work flow. we are a small firm and this program allows us to work efficiently without huge overhead.

Nachteile

The cloud based service takes some adjusting to but once you get it incorporated into your daily actions it is very nice to have all your files a smart phone away. the program is not as intuitive for an older practinoner like me but the younger staff members are good. Clio is always wanting you to come to a seminar or program which is annoying. I like the program, doesn't mean I want to travel all over to hear others talk about the program.

Vorteile

Time and cost! This is the most important thing on which business is based, so if you perform your work at the lowest cost and in the least possible time, then you are on the right path. What I like about Clio is that it can save me a lot and a lot of time that I used to deal with a lot of data and often messy as well as saving a lot Of the costs I would have incurred if I dealt with this data traditionally
Clio is an automated secretary that can do everything, manage your communications, your money, your data, and even provide you with reports on your professional and financial performance at different intervals, and this is really excellent and very comprehensive
It provides excellent solutions that allow you to run your business from anywhere at any time, this is the future of business!

Nachteile

Despite all the positive aspects that Clio offers, I think that the Clio team can provide a better experience for the customer by improving the user interface and making it less complicated. Without the need to spend more time learning to use the application
In addition, I advise the Clio team to invest more in the use of artificial intelligence in tasks that can be performed with voice commands, which will facilitate things a lot in the future and make the application a pioneer in its field for many years.

Vorteile

We like how organized it keeps us and allows us to access cases from anywhere. Being able to be mobile is super important as we meet with clients in and out of the office.

Nachteile

Trainings on how to use Clio to it's full potential are hard to come by. We've asked for training materials for new hires and I don't think we've ever received the help we were looking for. Thankfully the platform is pretty easy to use so we don't always need an in-depth tutorial.

Vorteile

Great tool to manage a law firm, docketing, and invoices

Nachteile

A little expensive and have to upgrade to get all the needed functionality

Vorteile

This software has been so helpful in organizing legal documents and keeping me up to date with the documents that are being submitted to the court. I get an email when something new is uploaded so I never miss anything!

Nachteile

The documents do not upload the day they are submitted to the court - but I'm not sure that's a Clio issue. Not sure why there is a delay. The invoicing can be a bit confusing sometimes, but is manageable.

Vorteile

The overall ease of creating and tracking of invoices, and the detail reports are truly a God send but their Support is truly superlative!

Nachteile

The new Clio payment Platform has some kinks but am sure they will get it smoother and better report generation.

Vorteile

Very easy get up and running and offers all of the tools a small law firm might need to get started. Easy client and matter set-up.

Nachteile

Although it comes with a set of common and useful pre-formatted report, it would be nice if it were possible to create custom reports from within the software. Instead, I find myself downloading data into an Excel spreadsheet and working with it from the download. Sometimes the downloaded data is incorrect. I have downloaded Trust Ledger Reports, for example, that show November transactions in the month of December. So not always comfortable that the data is correct.

Vorteile

It is nice to be able to handle billing, basic accounting, document management tasks in one place. It is great to be able to easily see what invoices haven't been paid, etc. on the dashboard.

Nachteile

I would like to be able to enter time entries in batches, across multiple matters. I would like the option for the software to be either client-based OR matter-based. And I absolutely, 100% dislike the fact that the payments function prompts only for the "new" charges on any invoice rather than the full balance due. (Meaning that past-due balances remain unpaid until the client backtracks to the original invoice.)

Vorteile

Clio has a very simple and user-friendly design that is easy for lawyers and marketers to analyze data as well as manage cases, revenue, etc. We had been looking for software like this for a while, and really found our match with Clio. Support also seems to be very helpful whenever we have questions that need to be addressed.

Nachteile

We have been having issues with the data portion of Clio not being accurate. It seems like it will be a simple fix, however; we are currently still using all of our other analytics software for true data analysis purposes until this issue is resolved.

Vorteile

I like that after one training I'm able to do everything I need to do, including issue bills and collect payments.

Nachteile

It's web-based, but that's also kind of a plus, if I think about it.

Vorteile

Clio makes it easy to keep track of time spent on a matter, whether through the website or app.

Nachteile

Sometimes it can be hard to find a particular matter, if the list of options is long.

Vorteile

I have always hated doing client billing, but Clio makes it simple. From easy to access client files to a billing entry that leaves no questions, Clio keeps our billing on track.

Nachteile

I find the trust account management a bit difficult.

Vorteile

Clio works the way it's supposed to and makes automating tedious tasks simple.

Nachteile

There's been two instances of Clio's support system failing. One involved receiving messages intended for other recipients. The other involved a billing problem and lack of communication to users that the billing system broke temporarily.

Vorteile

I can figure out much of it by myself. The helpdesk is good.

Nachteile

Sometimes I am on the phone too long. I don't have time to be on hold long.

Vorteile

Seven years ago I went solo after some 26 years in big firms where all I had to do was time entry. This software allowed me to handle my own time tracking and billing. It was easy to learn and provided accurate books and billing. While I had never had to handle my own accounting previously, the program was very intuitive. And when I did have questions, customer support was right at hand. I will admit that there are many of the features of the program that I have never used. I assume that they are equally as effective and useful as the billing/accounting features have proved to be for me.

Nachteile

I never had a complaint with this program.

Vorteile

After decades of always relying upon others to handle the tech part of time keeping and billing, I was suddenly thrown into a solo practice. For about 6 months or more, I have been using Clio. After research, it was my first choice, and so far a very good choice. The interface and the product all look professional. I am glad to say that every invoice generated to date has been promptly paid and no entries have been questioned.

Nachteile

I am presently trying to figure out UTBMS which a client has insisted I use, compelling me to upgrade to get the feature. Not there yet.

When inputting many time entries on a matter at once, I wish the date entry did not constantly default back to the current date for each and every entry. I don't do it daily.

Vorteile

This software integrates well with Microsoft Office, has an easy to use interface and has a full set of features that a solo attorney would need to completely manage his or her practice.

Nachteile

full licensing fees for additional users

Vorteile

Very little training at all is needed to use Clio. Even attorneys in our firm who didn't want to change systems are appreciating the timekeeping functions. As bookkeeper, I love the ease of looking at a list of all unpaid invoices. The chat support is awesome -- you know where you are in the queue and you are speaking to someone who really knows the software.

Nachteile

I really can't find anything to fault Clio with! The program delivers what it promises!

Vorteile

Responsiveness of support team and user friendly interface. Another pro is the ability to integrate with many third party apps.

Nachteile

Wish there was more reporting features to help assess status of practice receivables.

Vorteile

This is an excellent product for a small firm. The startup and use of the software has been very easy, and other than entering payments, my paralegal uses it without any difficulty. I keep track of time and expenses, escrow accounts and billing. I can also use it easily to track my own and my paralegal's productivity.

Nachteile

When changes are made to the dashboard.

Vorteile

It makes creating legal documents and maintaining calendars so much easier.

Nachteile

It would be great if there was a way to create a chart that shows peak activity throughout the year based on matters and the dates they occur.

Vorteile

I like the communication it has with other programs like Office 365. Being a former Word Perfect and Timeslips user, I was hesitant to change programs. While the concept of document creation is very different, once you put the information in once, it populates any form you create. Impressive and a time saver.

Nachteile

I am still not a fan of Word as the document quality with Word Perfect is much better. But sometimes you have to make a trade. I am pleased I decided to make this one. And really, this is more of a Word issue than a Clio issue. Clio talks to Word well.

Vorteile

The interface is clean and looks very professional. The payment by credit card is automated.

Nachteile

The cost is higher than other options.

Vorteile

I use this with my lawyer and it's great!

Nachteile

The user interface could be better, but overall pretty good.

Vorteile

I consider myself a paper person. I use a paper calendar and I write everything down. But this software is very easy to use. When first using the software, I just used a few elements I needed --timekeeping, mostly. As time has gone on, I've used it for conflict checks, saving documents, and notekeeping. Anytime I've wanted to use a feature new to me, customer service is fantastic and walks me through it.

Nachteile

I have not found anything I didn't like. I just need to utilize more elements.

Vorteile

it's great because it allows you to do billing, case tracking.

Nachteile

takes a bit of learning curve to learn all features of product.

Vorteile

It is easy work work with. User friendly.

Nachteile

Nothing, I don't have anything right now that I think I least like,

Vorteile

The ease of use. I can jump in, create a contact and a matter and be on my way

Nachteile

I've told Josh and Jack like 100000 times that they should buy Lexicata. You guys need a front facing design for clients with auto emails and e-signature

Vorteile

As a family law practitioner, I not only dreaded monthly billing, I was losing money. When I started using Clio for billing changes my billing practice entirely. Not only does it take a fraction of the time, I capture my time more efficiently. Plus the customer service chat button is awesome.

Nachteile

Setting up personal preferences can be overwhelming

Vorteile

Is easy to use and follow up, and makes your work much easier.

Nachteile

None. I think Clio is great for the customer and attorneys to use

Vorteile

easy to use, user friendly, great customer service virtual or on the telephone.

Nachteile

not easy to find the right report to use

Vorteile

Ease of use, mobility, and customer service.

Nachteile

Need security levels. Some employees need to view the billing information but do not need to add/change it. Same with account balances. Need to have different levels for better across the board usage.

Vorteile

Use to manage my payment easy to my clients, even reminds me when I miss and payment!
Even we can easily book an appointment with an expert on our finger tips!
Easy to maintains bills and payments!

Nachteile

I know it's best for the reminder but it keep buzzing, the reminder again and again , either turn it off or marks it done!
Which cause little frustration

Vorteile

Nothing and responses to issues and problems were non-existant, at best.

Nachteile

Everything; particularly the misr epresentations made to me and the total lack of support and service thereafter.

Vorteile

Most suitable tool for billing and invoicing and offers a list of features such as quick billing and faster processing.

Nachteile

Sharing receipts over email is a time consuming process and does not work effectively with respect to that functionality

Vorteile

Like the ease of user experience and customer service.

Nachteile

Do not like that you are forced to change your password so often.

Vorteile

It is extremely user friendly and is by far the best value for practice management for a small firm like my own.

Nachteile

No complaints. I doubt that there is anything Clio could do to improve the product for a small firm like my own.

Vorteile

Time tracking
Bill Generating/ accounting
The ability to change mistakes without having to redo entries.

Nachteile

Doesn't integrate with Fastcase as well as I would like
Clients have trouble with Clio connect and just want to get to a payment page.
I wish I could type contact info into a matter so I could open a new client on one page.