Clio

Avantages

Clio est un outil confortable et très fiable, spatieux, agréable et bien équipée disposant de plusieurs modèles innovantes.

Inconvénients

Il n'y a rien que je n'apprécie chez Clio pour le moment

Avantages

Clio permet de gérer des dossiers juridiques, facturation et facturation

Inconvénients

Clio n'a pas d'inconvénients selon mon expérience depuis fort longtemps mais le prix est élevé

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

The limited functions that Clio has adapted are extremely limited.

Avantages

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.

Inconvénients

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).

Avantages

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!!

Inconvénients

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.

Alternatives envisagées 

Pourquoi passer à Clio

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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.

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

Not connected to electronic filing system in my state.

Alternatives envisagées 

Pourquoi passer à Clio

Avantages

The ease of use and the integrations with third party software

Inconvénients

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

Alternatives envisagées 

Pourquoi passer à Clio

Avantages

So many integrations and so user friendly.

Inconvénients

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

Avantages

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.

Inconvénients

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

Alternatives envisagées 

Pourquoi choisir Clio 

Pourquoi passer à Clio

Avantages

Integration of payment, invoicing and CRM

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

Inconvénients

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.

Avantages

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!

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Clio 

Pourquoi passer à Clio

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Clio 

Pourquoi passer à Clio

Avantages

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!)

Inconvénients

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.

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.