Clio

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.

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 

Pourquoi passer à Clio

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 

Pourquoi choisir Clio 

Logiciel antérieur 

Pourquoi passer à 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 

Pourquoi choisir Clio 

Logiciel antérieur 

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 

Pourquoi choisir Clio 

Logiciel antérieur 

Pourquoi passer à Clio