En savoir plus sur Clio

Clio est une solution cloud de gestion de cabinet juridique adaptée aux cabinets d'avocats de petite à grande envergure. La plateforme permet aux cabinets d'avocats et autres entreprises du secteur juridique de suivre des délais importants, de gérer les cas et documents de leurs clients, de les facturer et d'accepter les paiements. Le tableau de bord de Clio affiche des objectifs concernant les heures facturables et suit les performances en fonction de ces mesures. Clio Payments permet aux avocats de recevoir des paiements directement sur les sommes détenues en fiducie pour le compte d'un client ou sur un compte d'exploitation. Sa fonctionnalité de facturation permet aux utilisateurs de créer des plans de facturation personnalisés, de gérer des structures tarifaires, de saisir les heures de travail de manière manuelle ou automatique et de facturer par e-mail tout en permettant à leurs clients d'accéder à des informations par e-mail ou via le portail client sécurisé. Ses fonctionnalités de gestion des documents comprennent l'automatisation des documents, la création de champs personnalisés, la capture de signatures électroniques, etc. L'application mobile de Clio pour iPhone, iPad et Android permet aux employés des cabinets d'avocats d'interagir avec leurs clients, de gérer des documents, de suivre les heures facturables, de gérer des cas et plus encore, où qu'ils se trouvent. L'application mobile propose également des notifications push et des outils de messagerie pour aider les utilisateurs à rester connectés. Le prix de Clio varie selon si les cabinets d'avocats achètent l'application Clio Manage, l'application Clio Grow ou l'ensemble de la suite Clio. La plateforme Clio s'intègre à plus de 200 applications logicielles tierces, notamment d'autres solutions logicielles de gestion de cabinet juridique, des outils marketing, des plateformes de paiement, etc.
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Vidéo de Clio
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Clio - Prix

Clio n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Clio est disponible à partir de 39,00 $US/mois.

À partir de :
39,00 $US/mois
Version gratuite :
Non
Version d'essai gratuite :
Oui

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Clio - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,6
Fonctionnalités
4,5
Simplicité
4,6
Support client
4,7
5 avis sur 1 249 Afficher tous les avis
Mazyar
  • Secteur d'activité : Cabinet d'avocats
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 18/08/2022

Clio Practice Management is the Best

Avantages

Clio offers features necessary for practice management and operation right out of the box; then goes a step further by offering an integration ecosystem that makes it an indispensable part of a successful practice.

Inconvénients

While Clio offers the minimum viable environment for online practice, the rapid growth of the company has left gaps and subtle shortcomings that veteran users will notice, while new users will be dazzled by the way it changes their practice.

Heather
  • Secteur d'activité : Cabinet d'avocats
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
4
Simplicité
3
Support client
3

4
Publié le 23/08/2022

I've used Clio Manage for 6+ Years and Clio Grow for 2+ Years

I've used Clio since opening my own firm. Overall, I'm happy with their products and feel confident that I can get "at a glance" information on my active cases as well as my leads quickly. And, I can dive deeper into any particular matter or contact easily. I do wish they were a bit more tailored to small/solo firm practice - particularly in terms of the time investment in set-up and cost per license.

Avantages

Clio offers nearly comprehensive lead and case management services. Their support staff is responsive and if you engage them in a conversation about your firm's needs - they are eager to listen & learn. Since I began using it, Clio has steadily widened their offerings that are real value-adds. Their annual conference is a great networking & learning event.

Inconvénients

Both products, but Grow especially, are very time-consuming in the initial set-up phase. Both products could be more robust for practice areas that don't involve litigation. Their support staff is readily available but in my experience can only assist in solving my issue about 10% of the time. Often some features I view as key are not available and it's hard to determine how the upvoting process of feature requests actually works. The pricing structure is frustrating and could benefit from adding a different tier for restricted or limited users (like paralegals and admins). While all the features and new additions are nice, as a solo practice attorney I often find myself unable to take advantage of them due to the time involved in learning about & implementing them.

Alternatives envisagées 

CosmoLex et MyCase

Pourquoi passer à Clio

Interaction with the sales reps and recommendations from fellow attorneys.
Utilisateur vérifié
  • Secteur d'activité : Services juridiques
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
1
Fonctionnalités
3
Simplicité
3
Support client
1

2
Publié le 26/08/2022

Why Clio sucks and you'll only find out after investing far too much.

Eh... I should have cut my losses instead of hoping they will fix the glitches.

Avantages

The HelloSign integration is the only reason I stay. It has the benefits of any basic CRM.

Inconvénients

Customer service is horrendous. Sure they are polite and quite courteous in fact, however, it's like speaking to a brick wall. It's like everyone's drank the cool-aid. They avoid the acknowledging system limitations or errors like the pliegue which obviously comes from the top. There are far better CRM programs with true automation for far cheaper instead of the patch work of products branded as Clio. I could get the same, if not better, effect with Zapier.

Yes, I'm bitter because I've invested thousands of hours and dollars and now I'm stuck. As a sole practitioner, I do not have the money or man power to start all over again. I tell ALL my peers they are much better off using Dubsado and HelloSign than Clio. Tyring to get technical support is a time suck! The level of work/investment needed just to get the first tier customer support familiar with the product then explaining the issue is not worth addressing it AT ALL! They obviously receive minimal training and have NO real comprehension or experience with the Clio products themselves. It's like they are afraid to admin they don't know or they don't understand. They are just key word searching in the help index which I've ALREADY DONE!

Alternatives envisagées 

HoneyBook, MyCase, 17hats et Lawmatics

Pourquoi choisir Clio 

Cost, ture email and workflow automation, questionnaire customization, it's just a far superior CRM.

Logiciel antérieur 

Dubsado

Pourquoi passer à Clio

I believed the hype and the sales pitch. Just because is cost more doesn't mean the company has invested that into it's product. They just have a larger marketing budget.
Katie
  • Secteur d'activité : Services juridiques
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
5
Support client
5

4
Publié le 23/08/2022

Marquez Law Recommends Clio

Avantages

Tasks, document templates, automated billing and bill reminders. We love that Clio is dedicated to continuing to develop their platform and listen to their customers. The Quickbooks integration, among others, saves tons of time.

Inconvénients

We utilize a sustaining retainer model and the billing feature does not support this currently which makes it confusing for our clients. It would also be nice to be able to draft documents and texts to contacts for consultations/potential clients.

Alternatives envisagées 

Rocket Matter et ProLaw

Pourquoi choisir Clio 

Started a new firm and had the opportunity to switch.

Logiciel antérieur 

ProLaw
Beau
  • Secteur d'activité : Services juridiques
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
4
Simplicité
5
Support client
5

5
Publié le 23/08/2022

Clio Review

It has been really good and the team is really responsive.

Avantages

I really like the tasks feature that helps move client matters forward efficiently and smoothly by allowing our users to delegate and organize their work

Inconvénients

Some parts (especially Grow and Clio Docs as well as portals for clients)

Alternatives envisagées 

CosmoLex, Rocket Matter et Smokeball

Pourquoi choisir Clio 

Clio was a better all around solution

Logiciel antérieur 

Trello

Pourquoi passer à Clio

It was a better solution, especially in canada

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