What users are saying about
1 Ratings
13 Ratings
1 Ratings
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Score 7 out of 101
13 Ratings
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Score 8.5 out of 101

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Likelihood to Recommend

3E Elite

3E Elite is well suited for a company or firm that has many clients and is engaged in pro bono activities, particularly one that will track pro bono time for employees and credit them for that time. Additionally, companies with large clients can use it to determine where the bulk of their business comes from.
Jeremy Abrams profile photo

Clio

Clio is well-suited for solo to midsize firms looking for an affordable case management platform with a large number of integrations.
Stephen Shepard profile photo

Pros

  • Tracks time
  • Separates billable and nonbillable hours
  • Separates by Matters and clients
Jeremy Abrams profile photo
  • Access the calendars of everyone in the firm. We can schedule remotely and share with the entire team.
  • Manage tasks. We have our task lists, we can assign tasks, notify via email and get notified when a task is complete. We also track the tasks by matter so we can instantly see what everyone is working on.
  • Track contacts and conflicts. Everyone in the firm can access the full contact database anywhere, any time. We can instantly check for conflicts - even when out of the office
  • I love the firm feed. It allows us to see the activities of anyone and everyone in the firm. Very helpful when trying to track down who made a change or added/removed items from the file. Now that they also have a firm feed my matter it is even more useful and dynamic.
  • Clio's sync with One Drive makes it so much easier to access a document when working from home, at a client office or other remote location.
Leslie Lelii profile photo

Cons

  • Being more interactive
  • Allowing for more updates when dates are submitted
  • More easily accessible tracking numbers
Jeremy Abrams profile photo
  • I love that we can create cascading task lists, I just wish it would work backwards and create tasks working back from a closing date instead of working forward.
  • I would love if there was an easy way to generate an invoice without detail for flat fee matters.
  • We have had issues with then document sync breaking since the upgrade began and wish they could fix it and we would get back the reliability we used to have. Documents are still there, just takes more oversight and patience for the sync.
Leslie Lelii profile photo

Support

No score
No answers yet
No answers on this topic
Clio9.0
Based on 2 answers
Rather than talk in generalities, I'll give two specific examples. First, after updating my OS, I got locked out of Clio. I was back in, up and running, with no loss of data, within an hour thanks to Clio customer support.Second, I made some specific recommendation for features that I thought would be useful. Those recommendations fell in a black hole, with the suggestion that I try a very buggy third party integration app. Clio is making lots of money from lawyers using its software. Why can't Clio create the integrations and test them if Clio is not willing to build them into its platform?
Brad Pearce profile photo

Alternatives Considered

No answers on this topic
I selected Clio for the app integrations which appeared better than Rocket Matter. I am lucky to have a fiancê in tech who has helped me tremendously with automation and Clio has been relatively easy to use. When I selected Clio, it didn't look like Rocket Matter had the same level of app integration that I wanted.
Danielle Huntley profile photo

Return on Investment

  • Very little
Jeremy Abrams profile photo
  • Clio allows us to access reports instantly on the go to help manage workflow, billing, matter balances and collections.
Leslie Lelii profile photo

Pricing Details

3E Elite

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Clio

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details