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 is always innovating, but they do not hesitate to pass along the cost for such innovation to the customer. There is a whole suite of "add-ons" to choose from. But it feels like nickel-and-diming users for features and enhancements. Imagine if Google or Microsoft charged a fee every time there was a software update. That is how it seems to work at Clio. Don't believe the advertised price. If you want a fully-functional practice management platform (i.e., Clio Manage + Clio Grow), the price is going to be closer to $200 per month. That does not include Drafting and Duo (AI).

Inconvénients

The machines are in control at Clio, not the humans. Certain functions, once entered and/or executed by the user, cannot be undone--even by the software developers and engineers. So you have to be triply trepidatious when entering data. If you get something wrong, your whole organizational scheme can fall into chaos.

Support is outsourced, largely to India. When you call in, you get that call-center vibe, including and especially the "I'm sorry, sir, but..." mantra (the "I'm sorry routine"). They will not go the extra mile to problem-solve and come up with creative solutions to fix what is a very common issue.

Clio is a captive sales scheme. They want you to invest time and money in a closed subscription-model ecosystem that, over time, will get more and more expensive--yet commensurately more difficult to disinvest from given all the time it takes to build your processes and workflows that will not be cross-compatible to other platforms. The lifetime investment in Clio will be huge.

The company is based in Canada. They have no offices in the United States.

Alternatives envisagées 

Pourquoi passer à Clio

Avantages

Efficient for case management, designed for easy use and the most responsive team I’ve ever seen for management application.

Inconvénients

I would like to have more options for my calendar (more like a daytimer feel) with a calendar view that supports tasks management and notes.

Alternatives envisagées 

Pourquoi choisir Clio 

Pourquoi passer à Clio

Avantages

Very intuitive to use. It’s is also visually appealing.

Inconvénients

Missing features like team chat. Horrible task management. Also, wish grow, manage and accounting were all in one screen. Not sure why it needs to be three different windows.

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

Ease of communications with clients, especially texting. i also love the tasks feature!

Inconvénients

the documents part of the program could be improved. Also the calendar program needs to be able to sort and view differently.

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

Easy to use, helps keep track of important information

Inconvénients

It does not allow you to navigate from activity to activity in the entry window without exiting the window, and then clicking on the next one. Takes up extra time and wastes time. Also, when a payment has been applied to a bill, the bill still shows the outstanding amount on the first page as the original total. Should update.

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

Robust platform that integrates time-keeping, billing, write-offs, and lawyer productivity seamlessly. Conflict checking. Competent, authorized human customer service is truly just a phone call away - no difficult menus and queuing music.

Inconvénients

Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it doesn't work smoothly in practice.

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 having everything in one place and the ability for clients to make timely payments, often the day they receive the invoice

Inconvénients

It would be nice to pass the credit card fees on to the client automatically when they make the payment

Avantages

I love how customizable this program is. I can create my own fields and documents. I love the organization options. I love how we can template our own information to create a matter. It's a very useful tool. I also love the clio portal and the ability to text our clients.

Inconvénients

The only issue I have with clio is the email attachments need to be saved to the file it's self, unless you save the entire email. It will be routed to an attachments file and that can be difficult to find if you have many files.

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

Overall Clio is very user friendly. My clients who have commented on the use of Clio have had positive feedback as well. I like that there are training videos and customer service has been great the few times I've called. The integration with my Google Workspace and now having their own credit card processing fees is great too! This year I'm utilizing the Dashboard more, both on Manage and Grow and I do like how it works. It helps me stay productive.

Inconvénients

For sections I haven't used as much, I have difficulty finding my way back to them after stumbling upon them. I would like to be able to attach receipts for reimbursable expenses to client's invoices. I would like to be able to mark client matters and/or client invoices as mail only so I know when to print the invoices and mail them to clients.

Alternatives envisagées 

Pourquoi passer à Clio

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

I like that it is a comprehensive CRM system that is geared towards legal. I can invoice with it, add new clients, retain documents, generate documents, you name it.

Inconvénients

I think some features could be a little more user-friendly, but I think they are constantly working on that. It takes time to get all the bugs out of any technology.

Avantages

i like that I am able to streamline the intake process in Clio Grow and then pass the baton to my colleagues seamlessly in Clio Manage and Clio Draft

Inconvénients

There are still some things that need improvement, but i love that the support team is always so helpful and try to find workarounds for me, and then they take our suggestions seriously and send those to their design team to try to figure out how to put those suggestions in action.

Avantages

It captures all of the information needed to work on a file in one place and allows me to be much more productive.

Inconvénients

Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system.

Avantages

I love having everything in one place - not a bunch of extra integrations or connecting apps needed. I also love that Clio is constantly making improvements and listens to its users.

Inconvénients

The need to sync back and forth between Grow and Manage and the appt booking does not constistently stay up to date with my calendar.

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.