Clio

Avantages

As the person who handles our billing, I like the convenience that Clio Payments adds for our clients and my team.

Inconvénients

Although they continue to evolve, some features and options could still be improved upon.

Avantages

I like the interface and I like that Clio focuses on profitability and showing you your earnings. I love the ease of billing and the preset feature for reports.

Inconvénients

Clio tends to have latency issues. I would also like it if Clio would automatically add time entries for completed tasks with estimated times on them.

Avantages

User friendly, has good features, also accessible on phone app.

Inconvénients

I don't know how to take full advantage of it.

Avantages

I have loved how much Clio integrates with other programs. I love how easy billing it and how it's helped us grow as a firm.

Inconvénients

I would like to see better reports to generate.

Avantages

Clio makes it so easy to track of all the things that are important to me: potential clients, active clients, attorney time, billing, firm financial goals, etc. Even when my solo practice was just a side-hustle, Clio Manage more than paid for itself in time-savings and ease of use. Clio customer service has been excellent - the live help is really easily accessible for setup and problem-solving; the online articles and videos are great for on-demand help.

Inconvénients

There is a lot of functionality in Clio that I don't use yet - there is so much that I could be doing with it, but it is hard to make time for the next new thing when I am also running a law firm. There are some add-ons that are marketed as having connectivity to/ compatibility with Clio that are redundant and don't make sense for my practice: for, example, QuickBooks will talk to Clio but the billing and tracking were redundant with what was already happening in Clio (I already billed through clio and I didn't need to do it through QB; and I can categorize spending through my actual bank accounts, so I didn't need it to do that, either). The only thing QB did that Clio didn't *already do* was deal with (part of) payroll for my one assistant (then I found out QB was incorrectly calculating my state worker comp amounts and I dumped QB and got a bookkeeper to help with my employee needs).

Avantages

It’s great to have everything all in one software

Inconvénients

I wish they had a better way to communicate with clients within the software where the client can see all of the different matters and all of the real time status of billing and paperwork

Alternatives envisagées 

Pourquoi passer à Clio

Avantages

I came to Clio because Thomson Reuters discontinued its Firm Central case-management product, and I needed a replacement. Clio has all the functionality that Firm Central did, but in a more logical, easier to use interface. I found that, with minimal instruction, I was able to get up and running. The Clio onboarding process was very effective.

Inconvénients

Clio was designated by Thomson Reuters as its preferred partner to replace Firm Central. In that role, I would have expected the Clio team to have been a little more up-to-speed on the best way to migrate from Firm Central to Clio. Clio's team does migrate your data, and that went very smoothly. But "data" doesn't include documents, which is the bulk of what we were storing in Firm Central. Clio has no advice on how to move those documents. They simply recommended three third-party vendors. I contacted the one that advertises that it specializes in migration to Clio. It was going to charge me $3,000 to upload my files into Clio. But I'd still have to figure out how to get them out of Firm Central, which was my major challenge. Once I had them downloaded, Clio makes it easy to upload. At any rate, Firm Central's instructions were helpful, and the process went fairly smoothly.

Avantages

Customer service is amazing. Whenever you need someone, they're always there to help out.

Inconvénients

Personal injury is a unique area of law that requires special features, and Clio could improve in this area

Avantages

I like Clio's overall reliability and functionality. It's great for firms of virtually all sizes. Also, every time I have interacted with any member of the Clio team, they have been nothing but helpful and friendly! They're a pleasure to work with.

Inconvénients

Clio Payments *still* doesn't offer a "Buy Now / Pay Later" option, though their primary competitor, LawPay, does. Additionally, there are some weird invoicing issues that crop up in admittedly rare use cases. Finally, Clio Grow and Clio Manage don't work as seamlessly together as one might hope, and there aren't enough integrations with third party apps, sites, and services (Legal Match comes to mind, among others).

Avantages

Clio simplifies docketing, billing and keeping client files organized, offering streamlined processes and automation that significantly reduce administrative overhead.

Inconvénients

My least favorite aspect of Clio is the separation between Clio Manage and Clio Grow. These platforms offer complementary features essential for client file management and intake processes, yet their division necessitates two separate subscriptions. This separation not only increases costs but also complicates what could be a more streamlined workflow.

Avantages

What I like most is how versatile the program is and that you can customize and build it out to your needs

Inconvénients

What I like least is that some of the features are not as intuitive as the competitors.

Avantages

Integrations with every major legal techonology. Bascially the hub of our legal tech stack with the other products being spokes. Love the community and Cliocon. Always looking to see if competitors have improved enough to consider leaving - they have not.

Inconvénients

No legal CRM is perfect. It's the least worst option but have noticed a change in their focus to upselling. There has been little improvement or development on main Clio program for base users - all new features are being pushed non-step in atttempt to increase revenue per user.

Need to use Fasterlaw to get the most out of Clio on windows.

Avantages

Keeping accurate billing on my desktop and mobile phone.

Inconvénients

Sometimes it freezes up if I’ve forgotten to stop a timer on my phone.

Avantages

This platform is a great way to track time spent on a matter and by which team member. Easy to navigate and enter information. Ways to personalize messages and make sending invoices to clients quick and easy.

Inconvénients

Sometimes the way the bills are displayed can be confusing for clients.

Avantages

I love Clio's ease of use and streamlined platform. It lays everything out beautifully.

Inconvénients

What I liked least about Clio was the reporting features, but I see them continue to be expanded upon in the future!

Avantages

Fast and easy and everything we need is all in one place.

Inconvénients

There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and how much they need to send in to replenish their trust again.

Avantages

I like having most of my case and office information in one place.

Inconvénients

I believe that Clio Grow and Clio Manage should be more a like and their differences can be a bit annoying when they transfer to each other.

Avantages

Ease of use, Quality customer service, product innovation and of course the ability to provide the service we are committed to.

Inconvénients

cost the cost is above most program and yet once again just like our services it is worth the money

Avantages

Has all client information in one place and has an attorney calendar.

Inconvénients

Not enough custom fields. Would like to be able to add different custom fields for searching information.

Avantages

that you listen to your clients suggestions and implement features that a lot of attorneys request. I have been with Clio for over 5 years now and love this the most about your company

Inconvénients

Custom fields are still a nightmare - would be great to have some kind of overview for all merge fields across Manage/Grow, have them sync up better

(AMAZING JOB ON THE NEW FEATURE FOR SYNCING CONTACTS ACROSS MANAGE & GROW BY THE WAY - WE LOVE IT!!!)

Avantages

unlimited free support, training, always willing to listen to customers,

Inconvénients

Too slow to implement solutions, no accountability re feature requests.

Avantages

Clio is an amazing firm management too they always works

Inconvénients

Clio is a little antiquated in its features

Avantages

What I like most about Clio is the accessibility to it all!

Inconvénients

When it comes to what I liked least about Clio, I do not have any cons!

Avantages

It is user-friendly and helps me manage all the essential aspects of my law practice such as time tracking, billing, invoicing and file management. As a sole practitioner, Clio has been invaluable in saving me time on administrative tasks and allowing me to focus more on growing my practice.

Inconvénients

There is nothing that I didn’t like, all the components have made my life easier!

Avantages

Features
Ease of Use
Easy to Administer
Easy for part-time staff to use

Inconvénients

Nothing really, i have found Clio to be a perfect fit for my solo practice

Avantages

As an attorney using Clio, I particularly value its user-friendly design, saving me time on administrative tasks. The seamless integration with other tools and mobile accessibility ensures I can manage my practice efficiently from anywhere. The robust billing features and commitment to security and compliance provide peace of mind in handling client information.

Inconvénients

In my experience as an attorney using Clio, I've found that the cost can be a bit high for my liking especially since there are more legal practice management software available now to choose from, and there was a learning curve when I first started using the platform. I also wish there were more customization options to better suit my specific workflows.

Avantages

Clio is intuitive and easy to use. I also love that the team is forward-thinking and always deploying new features that enhance productivity. As a solo practitioner, Clio grow is exceptional and a tool everyone should be using. I can manage my leads with very little overhead. Additionally, Clio support always goes above and beyond

Inconvénients

Initially, I did not understand why Clio Grow and Clio Manage were separate products. However, the integration between the two is seamless, and I have grown to love the distinct nature of the two products.

Alternatives envisagées 

Pourquoi passer à Clio

Avantages

I like how easy it is to use CLIO (including CLIO Grow) from pre-client stage to setting up files, to timekeeping, to invoicing. It is pretty much seamless. I also really like the service I receive when I have questions.

Inconvénients

I have trouble organizing the custom fields. I still have not figured this out.

Avantages

Overall Clio works well, it is a very efficient online management software for PI cases. I like the fact that it is compatible with YoCierge( a medical record retrieval company) which makes case management flow easily.

Inconvénients

The only problem I have with Clio is the facts how it process the expenses for each case.

Avantages

Assists with having a paperless virtual firm

Inconvénients

Payment processing fee, Onboarding was not as detailed as I needed it to be...

Avantages

How easy of keeping track of all matters.

Inconvénients

Have not run into any issues. CLIO keeps us on track.

Avantages

Our firm built lean business processes right on the Clio backbone. Managing the firm is efficient and takes far less time than traditional tools, requiring less staff knowledge and time while maintaining consistency.

Inconvénients

I wish I could save emails from Outlook for iOS directly to matter files. RIght now I have to file email on the desktop/laptop.

Avantages

I like the ease of use and cloud based so its on my phone and computer. The billing features are wonderful and the ease of sending a client a retainer letter and having it signed and paid quickly. I also like how I manage each client and matter on an easy to use interface. It is very customizable.

Inconvénients

When I need to modify an invoice, it can get confusing.

Avantages

I like that it has a lot of features and not much needs to be outsourced.

Inconvénients

When there are outages it delays work. I also dislike the edit feature of pending approval bills. It is not user friendly.

Avantages

I looked at several case management systems for my immigration practice, it really checked all the boxes when it came to intake, client invoicing, and helping my remote team stay organized.

Inconvénients

I don't have a lot to complain about, it is not a cheap solution so the pricing is high.

Avantages

What I like the most about Clio is that is very easy to use and they offer a very knowledgeable team with excellent customer service.

Inconvénients

If I must say something, it would be the fact that Clio Grow and Clio Manage do not "communicate" or transfer information to one another. You have to manually do it.

Avantages

Easy to use and understand. Quick access to resources for questions.

Inconvénients

Couldn't figure out how to upload more than one document at a time to our client portals.

Avantages

Clio offers ease of use, efficient case management, and combines calendaring between potential clients along with existing clients. Clio offers a one stop client management system that places client files at my fingertips whether in office or out office.

Inconvénients

I found difficulty without assistance form customer support to create document templates that merge properly for my invoices, pleadings and letters.

Avantages

I love the ability to upload documents and group messaging

Inconvénients

Merging messages and couldn't get back to the other persons to chat,

Avantages

Time tracking. Very easy to use and no complaints here

Inconvénients

Trust accounting errors. This is of course terrifying when the program indicates transfers have been made from trust to a balance but the transaction isn’t reflected on the balance

Avantages

Clio has everything that a law firm needs to operate. If it doesn't it integrates with the necessary app. Clio is the total package.

Inconvénients

I wish Clio would be able to keep an accounting of other or multiple accounts, not just Trust Accounts.

Avantages

Once I got the hang of it, I love the Document and time management features.

Inconvénients

Sometimes it's a little tricky to load on my computer.. And I'm trying to learn everything all at once. Management demands expertise after a few cases. I'm not young anymore. And rushing my learning won't help with Learning vs.rote memorization!

Avantages

Actually, I love Clio in its ability to manage all of my cases and there are reports about each of the data to those cases.

Inconvénients

I know that I have called because of issues, which I can not advise you today.

Avantages

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

Inconvénients

Did not have integrated passive time tracking and document automation.

Avantages

I like the ease of producing bills. I like the integration with my Gmail. Customer support has been excellent from the start. I am having a small problem with integration that they have been working on and I have heard back from them each day.

Inconvénients

I would like to be able to access my files in more of a "file-like interface". It would also be nice if the contents of an Order, say one setting a hearing could be read by AI and prompt you to confirm the creation of a calendar setting.

Avantages

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.

Inconvénients

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.

Avantages

cloud docs and centrlaized note keeping.

Inconvénients

ai doesnt do what i want and mobile version doesnt have everything.

Avantages

I like how easy it is to manage my case load, add events to my calendar, keep track of important dates, keeping track of my time, and billing.

Inconvénients

Clio grow and Manage are linked, but i would prefer if emails sent through grow would be cataloged in manage.

Avantages

Clio plays nice with other software used by my firm. Clio provides enough flexibility to work with many different practice areas in the legal field. The billing is simple enough, and with constantly updated features, CLIO is improving almost daily.

Inconvénients

The learning curve can be problematic, but that is true with most software (and technology).

Avantages

Clio Manage is very user friendly and cost-effective. It is a highly valuable part of my law office.

Inconvénients

I cannot think of any cons about Clio to note.