En savoir plus sur Clio











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 49,00 $US/mois.
Produits similaires à Clio
Clio - Avis
Évaluation des fonctionnalités
Tous les avis sur Clio

- Secteur d'activité : Télécommunications
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Un outil très fiable
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
- Secteur d'activité : Banque
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant Essai gratuit
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Provenance de l'avis
Meilleur logiciel de gestion
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

- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Game Changer for Our Practice
Transitioning to Clio has been a game-changer for our practice. With working out of office frequently their cloud based platform allows me to access everything I need from anywhere, which is incredibly convenient. Customer support was top notch when we called in, short wait and easy resolution. While I did experience a slight learning curve initially, the benefits far outweigh any minor hiccups. Overall and after trying out other platforms, we're going with Clio there's just no comparison!
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.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Worlds better than other CRMS and still improving
Clio is a great information hub, but getting the information sorted and in the right place can be tedious. The busier the firm, the greater the need is to have an outlined guide or manual from day one.
Avantages
Clio is a fantastic information-gathering tool and is close to being a one-stop-shop for everything we need pertaining to our clients. the upcoming rollout of a new communications tab should help to sort this information further.
Inconvénients
Client intake is a tedious process. Something as simple as being about to mark clients as spouses/life partners and copying over address and other basic information would go a long way to help speed things up. as of now, we make three contacts for every matter (the married couple as well as each spouse).
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
They believe they are too big to fail....
When building out my initial matters (inputting my offline book of business), I made a typographical error. I deleted the matter and started over. That set off an entire comedy of errors.
As with many case management software programs, Clio uses CLIENT numbers and MATTER numbers. The latter can be revised or overridden once entered by the user, but the former cannot. So, when I deleted the matter to start it over, I was able to revive the matter number, but the system automatically progressed to the next client number. The former client number disappeared into the ether. In the aggregate, this means multiple and inexplicable gaps in client numbers. I spent hours with Support both via chat and telephone, and apparently there is absolutely nothing that can be done--even by the highest powers that be at Clio--to right the client numbers and remove the obnoxious gaps. I proposed resetting the system to give a clean slate. That, too, is apparently beyond the technical capacity of the software developers and engineers at Clio. Thus you are apparently left stuck with your input errors in perpetuity.
In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either too much for Clio to handle, or too piddly for them to care enough about to fix. If the former, that leads me to believe that the initial software design was itself outsourced and now static (cannot be easily changed in-house). If the latter, that leads me to conclude that Clio believes it is too big to fail that it can blow off its customers.
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
MyCasePourquoi passer à Clio
Clio has a great sales and marketing team. I had no idea the support would be so bad.- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Superb law firm specific client service system
Very good overall cloud base service for law firms
Avantages
Clio gets the job done. Document uploading, e-signing documents, and a client communication portal, you name it.
Inconvénients
Pricey service as you add more licenses within the firm.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Helpful Product
Avantages
Being able to manage time, billing, documents, and client communication in one platform.
Inconvénients
The price -- it's really expensive, and it just keeps going up.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les mois pendant plus d'un an
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Provenance de l'avis
A Solid Start
My overall experience is satisfactory. Nothing to bad to complain about or too great to be excited.
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.
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Clio is great!
My overall experience with clio has been great, especially with the new medical treatment tabs, it helps make my life easier
Avantages
I love how easy clio is to use and all of the most important information is on the main page of a case
Inconvénients
I least like the layout of clio, I think it could be laid out a little better
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Awesome product, saved us money and earned us even more.
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.
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les mois pendant plus d'un an
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Provenance de l'avis
Satisfied if I were in some other area of law
Overall I would say Clio has a nice product for certain firms. It is definitely not made with personal injury practice in mind.
Avantages
User interface is appealing. Client portal and messaging is convenient
Inconvénients
Collab with Clio for Co Counsel is not functional for document share or notating the file properly
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
has great potential
Good. has great potential and I keep track of issues or things that would be great updates to the program and provide them on feedback so that eventually it is smooth.
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.
- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Lots of great add-ons - AND the basics are done well
We onboarded with Clio back in 2014 and we haven't looked back! Sure there were some growing pains, we have seen it grow and strengthen in its offerings over the years, but the immediate tech support available to our staff has been a constant from the very beginning. Now, after so many years and having to pull reports and data on (very) old time-entries and past users, we realize what a smart investment this was. Clio's record-keeping is exact, intact, and reliable.
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.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Long Time User
Avantages
user-friendly and support is efficient and effective!
Inconvénients
I would like to integrate quickbooks access with the general account or perhaps more of an accounting feature within Clio.
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Switching from PC Law to Clio
Our experience with Clio has been excellent. Their entire team is responsive, they outsourced the data transfer to some excellent referrals also making the transition easier than anticipated
Avantages
Customer service is extremely helpful and responsive, our representative is also very responsive and knowledgeable. Programs are fairly easy to use. Transition from previous software was easier than anticipated
Inconvénients
We have a different way of inputting payments so it was a bit cumbersome but we have now learned how to work around these issues
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Ford Miller & Blake PA
Onboarding went great and any time I have a question or issue, it is promptly resolved.
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
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Clio is Rock Solid
A very intuitive platform. Well-funded and increasingly improving.
Avantages
Very accurate and reliable software. Customer service is very responsive. they appear to take suggestions well for enhancements.
Inconvénients
Minor complaints about user access/authorizations. However, software roadmap contemplates fixes.
Alternatives envisagées
LEAPPourquoi choisir Clio
PC Law was being twilighted. Not a stable platform.Pourquoi passer à Clio
Better platform. Heavy outside investment- Secteur d'activité : Automobile
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Clio has changed my business model
First thing first. Clio's customer and technical support is top notch. They are excellent at getting you started and set up. It only takes a few clicks to get connected to support and once you are connected it is secured using your support code. Clio has helped generate and speed up my intake, processing and document creation dramatically compared to where I was before.
Avantages
Having my client information, cases, documents, templates and invoicing under one system is a dream come true.
Inconvénients
I wish Clio had more in-house created integrations with apps versus using services like Zapier to make the connections and send data from apps or services to Clio. Zapier can be very clumsy and if something gets updated in Clio's software you sometimes have to rebuild the Zapier.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Clio is a great tool
Overall Clio is a good tool that helps to keep you focused on earnings. It does glitch from time to time but my experience is that most legal software does that. I appreciate the fact that Clio seems to be constantly improving and they are open to user feedback. The support is also excellent.
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.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Clio Review
Very positive and I would highly recommend. I use Grow and Manage and would never change to anything else now because these platforms are customisable, easy to use and very comprehensive. I have previously used other platforms and systems but Clio is by far the best on ever my level. Customer support and service is also great.
Avantages
It’s easy to use and covers everything I need it to do. From letter/document creation to billing and invoices. Everything is centralised in one place for accurate record and ease of access.
Inconvénients
It’s very time intensive to set up all the features in the manner you need the system to function to align with your business and there’s not really a guided process for this which would be helpful as some of the set up features can be tricky. It would be helpful to be assigned someone when you first sign up and for them to help you actually set things up the way you need them to be. I also can’t link my emails to Clio as my email:outlook was purchased through a third part (Go Daddy) but I was not aware this was going to be a problem so it would have been helpful if that that was clarified from the outset when I first spoke to Clio so I would have known.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Great Product and even better customer support
Overall, Clio has been great. Customer support has been amazing and quick to respond and provide assistance in resolutions.
Avantages
Clio has been great to track billable time and expenses, and sharing documents (including LARGE attachments like videos.). Calendaring is great as you can link the event to a matter and invite users, including clients and other parties. Setting reminders is also great to help you take on task and meet your deadlines. Customer support is very responsive, and helpful. Clio Grow has also been great to use, wish the editing of the documents and forms was more user friendly--it has already gotten better since we started using Clio (there is now the ability to add a table!)
Inconvénients
There have been bugs that have taken some time to correct. Timer issues (starting and stopping, you need to really pay attention that it is properly recorded this); additionally, the Clio calendar becomes un-synced with out Outlook calendar(s) and that is a huge issue (currently) as we have to double record.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Fallen far from grace
Awful. They look great at first glance given the supposed breadth of features they have, but when they start removing features without notice or you experience any problem with their software at all, it is all but guaranteed that they will be completely unable to assist and you will be left paying full price for a program that, at best, half works.
Avantages
Clio used to have responsive and helpful customer support, but that was years ago! It was once easy to track and link payments to client matters, run useful reports, and handle cloud-based documents, but recently the software has seen nothing but bugs.
Inconvénients
Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of the desktop launcher. Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister program), retroactively recharacterizing ALL prior card payments in a completely different manner and ruining my firm's entire accounting system overnight. Clio tech support is worthless and is never aware of any issues brought up to them about the software, no matter how debilitating the issue may be, and they endlessly put you on hold to "talk ton their team" while stalling and asking for more screenshots of the issue, only to tell you a week later that they can't help you. The software has fallen far from grace and serves only to be a very expensive patchwork of buggy integrations, paired with tech support that doesn't understand any of the details of their own program.
- Secteur d'activité : Vente au détail
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
manages everything better
it is an excellent software for legal procedures that makes everything easier to organize and that clients feel satisfied with quick procedures
Avantages
it has been a software that facilitates daily tasks that could require a lot of time, with clio it is easier to invoice, appointment reminders and have all the documents in one place to access them from anywhere without having to be in the office with the physical documentation
its security and reliability allow you to have all the documents in the cloud with the certainty that nothing will happen to them and they will be protected
Inconvénients
in my use I have not detected anything that I dislike and I feel that everything has worked correctly without causing any problems
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Finn Law Group
Overall, we love Clio and have it completely automated and integrated with other programs that we use. However, we had to use Zapier to automate the majority of it.
Avantages
We like the integrations and ease of use.
Inconvénients
Automation with the custom fields is lacking and we have to use secondary programming that still does not meet our needs. The reporting mechanisms could be better as well. We would also prefer some better integrations with Clio Grow and the inbox with the Quick Intake form.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Couldn't Practice Without It
I've used Clio for years and couldn't operate my practice without it. As a solo it allows me to manage my firm without needing much extra admin assistance.
Avantages
I love how easy Clio makes it to do nearly all of my day-to-day practice management from invoicing to trust accounting. The calendaring / court rules and document automation is also great.
Inconvénients
I didn't love that they increased the processing fee for Clio Payments not very long after I signed up for it. They did agree to freeze the rate for a few months until it goes up, but I was disappointed they increased it in the first place.
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