ALB is a comprehensive UK Legal Practice Case Management solution that integrates all law firm processes into one system, including legal accounting, document management, time recording and client / matter management. The vendor states that their system is used by 700+ UK legal firms, and 68 per cent of them reported that ALB helps their fee earners save time every single day. They further state their customers gain real benefits in improved efficiencies, better management, consistent customer…
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Clio
Score 6.9 out of 10
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Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.
It has all you need built in right out of the box with all the core features you'd expect; Client Matter Inception process, Time Recording, Diary, Customisable Workflow modules, Billing, etc. Then there's all the extra modules which other products don't necessarily have; Wills and Deeds databases, Purchase Ledger (Accounts and Cashiers love everything to do with the accounts side), Laserform Integration, pdfDocs integration, OverVu integration for easy reporting.
Inevitably there will be compromises as with any piece of software. Especially one that covers off so many angles. The development tools could be stronger, the way addresses are handled seems to me to be overly complex. Having said that though, the software's primary purpose is to help Fee Earners and support staff provide services to clients and it does this admirably. You can't expect Visual Studio. I've seen users make a mess of the simplest of address databases with strong training provided so it might not be to my taste but I imagine they didn't develop it for fun.
My biggest gripe with the software is that some errors look severe. Other software would trap them in a more gentle manner. However, users quickly adjust to this and Advanced do some very clear monitoring to reduce them as the product mores forward.
Clio is a wonderful practice management solution for small firms that do billable work. The Clio manage software is excellent for tracking your time at different rates, tracking matter budgets, and tracking expenses. Clio is also great for firms that want to implement and use tech in their offices. If clients are at least somewhat tech-savvy (have and know how to use email), they will also benefit and enjoy the implementation of Clio.
Provides an interface with NextChapter Bankruptcy.
Provides an interface with the forms on our website and landing pages to allow for easy transmission of potential clients into our Clio system from these sources with little human intervention.
Its billing, invoicing and payment integration makes the billing cycle for clients easier.
At times the dashboard and User Experience and User Interface do not follow a logical pathway. It can be confusing at times, but not extremely detrimental.
The client portal has also experienced some issues with the User interface and user experience functions as well.
Document management. It's still far easier for me to create Word templates and just use Word.
Centralized filing of client files. Like I said, I use Word. I work on a Mac and use Mac's tag structure. Clio should find a way to gather all files that have a certain tag and allow me to access them through Clio. Instead, I use Hazel and DropBox.
Case planning and budgeting. I use OmniFocus for project management, a self-created Excel spreadsheet for project budgeting and a cloud-based service for Gantt charts. How hard would it be to add robust project management tools to Clio?
Search feature for stored documents and information. Evernote has Clio beat hands-down, but I don't put client-sensitive information (only caselaw) on Evernote.
Case notes. This feature may be useful for high-volume practices, but I never use it.
The usability is slightly above average. The all-in-one approach has been great and useful, but some of the functionality and user experience and user interface issues can affect usability. Some might be nitpicky, but not following logical pathways or ones that may pose issues for those that have disabilities can really create issues.
You really have to get creative to make Clio work well. Support suggested tonight that I use other products instead since Clio can't even do simple things it promises like notify clients of their court dates. Insane.
The support, if we are talking about technical support with the product itself when issues arise, is average. It's not terrible, but not great either. It is average and what you might expect. Some issues are delayed in getting responses and we constantly have to be upgrading to higher tiers or developers. Some responses are quick though. Response time could be improved, much like other organizations.
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?
ALB Legal Software is a more efficient product than MyCase and PracticePanther mostly for the integration it allows and the "all in one" approach that it takes. It takes several different areas and functions of legal practice and puts in one platform eliminating the need to leverage 2-3 platforms sometimes i.e. timekeeping, document management, mobile access, client portal, etc. Keeping it under one roof helps.
CLIO Grow is custom-tailored for law firms to use off the shelf with some advanced customization options. CLIO Grow has some superior API integration options that integrate with answering services, online chatbot, website contact forms to capture new leads and automatically include them in the intake pipeline. As mentioned previously it integrates with HelloSign for no additional costs. CLIO Grow also offers API integrations with Mailchimp to add prospects to email drip campaigns in addition to built-in automated email campaigns within its own software. These features make it far more user friendly, automated, and robust compared with MyCase's CRM feature, and Pipedrive (a non-legal specific CRM).
