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

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

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

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 Timeslips was simply outdated and cumbersome, not to mention that we had no tech support.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

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

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

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

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

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

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 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

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

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

Clio has a smooth and intuitive interface. It makes managing clients--from intake to getting paid--efficient and seamless. The Clio app for phones is also quite handy.

Nachteile

I have not found too many cons with this product as of yet. It would be nice to be able, more intuitively, to customize invoices. But this feature nonetheless meets our needs.

Vorteile

This software is very user-friendly. I am not generally good with programs and this one is easy to use.

Nachteile

Unless you pay for an upgrade, you can't link bank accounts to the program

Vorteile

Intuitive. Online how-to resources and instructions. Easy to navigate and use.

Nachteile

I would like up to three users included in the monthly charge.

Vorteile

I love the iphone application and use it all the time. Direct access to our docketing system through an efficient app is a nice feature.

Nachteile

I wish the calendar could integrate with Google's Calendar or the iphone calendar, I do not like have separate calendars.

Vorteile

I like the timekeeping features because it helps me keep track of my time easily.

Nachteile

I would like to see a print screen button. It would be helpful in the notes tab.

Vorteile

It's great at generating bills.

Nachteile

I don't know how to use all of the features -- and there's so many to learn.

Vorteile

Great software application when it comes to calendaring and various other administrative day-to-day tasks.

Nachteile

I have not found too many cons with Clio, the only feature I wish it included was document automation.

Vorteile

Easy to use; simple; automation & esigning

Nachteile

Lack of check printing capabilities to make it a true all in one.