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

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Inconvénients

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Avantages

I like the ease of use. We were able to switch over seamlessly with no issues. We were ready to go on day one of launch. It is intuitive and easy to use. We used our previous software for 20 or more years and we were able to switch over with no issues. Everyone in our practice has been able to transition with no issues.

Inconvénients

The only issue I have with Clio is when using it with Quickbooks, when you create a check in Quickbooks with multiple matters on the payment it ports it over as one expense and you have to then separate it out into the different expenses for each file. It creates a situation where you have to put the entries in twice. I think this is a Quickbooks issue more than a Clio issue, however the problems remains that same.

Alternatives envisagées 

Pourquoi passer à Clio

Avantages

Responsiveness, knowledge, professionalism, and follow-up of their Customer Service representatives.

Inconvénients

Cost and Client connection is cumbersome.