Clio

Avantages

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Inconvénients

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Avantages

Very intuitive and easy to use; allows us to collaborate on cases; centralizes all work and notes online; easy to use with Ipad and Iphone when traveling.

Inconvénients

Some of the reports could be improved but you can still get the answers if you know how to manipulate the data.

Avantages

I absolutely love the software for the most part, even with all of the issues we experienced, it still is very intuitive and I've enjoyed seeing how Clio has grown and fixed some of these problems. My favorite part of the platform is the one-stop-shop idea where I can manage my pipeline, case management, invoicing, messaging clients, etc. from one place (well, two if you count both Clio Manage and Clio Grow environments).

Inconvénients

There are some basic features that are surprisingly missing. Some of the initial features I noted have been added since I first subscribed to the service. Another issue I have is that not all integrations seem to work as well as others. For example, we have a problem with QuickBooks properly pulling data.

Avantages

It's too difficult to describe what is best, I could not manage my practice without this software. It is incredibly user friendly and easy to learn. I use pretty much all aspects of the software on a daily basis and have been using it for more than 10 years. My practice has grown from just one attorney, me, to now four along with paralegals and clerks. Clio has made the growth seamless.

Inconvénients

I don't have any complaints whatsoever. The software has been essential to my practice in all ways.

Alternatives envisagées 

Pourquoi choisir Clio 

Logiciel antérieur 

Pourquoi passer à Clio

Avantages

Client management, billing and invoicing, and file management are all great features of the Clio software, and has allowed our legal practice to grow quickly in the last couple years. Helps everything stay more organized and allows for simple and effective client communication and management.

Inconvénients

It would be nice for clio grow and clio manage to be merged into one app which doesn't require separate logins. Other than that, there isn't much to improve on I can think of at the moment.