Amicus Attorney vs Clio

• Very efficient calendaring with sync to Outlook calendar (option of Exchange or Outlook level synchronization).
• Case management including contacts, emails, documents, etc. to keep everything in one consolidated place.
• Document automation including Word merging or HotDocs (third party). Take case data including custom pages and fields and instantly create documents based on templates with ease.

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• Clio is great at being accessible in a lot of places - it's accessible anywhere.
• Clio does a good job at allowing time entry - it's particularly easy to enter time onto Clio.
• Clio does a good job at maintaining consistent access to client files and info related to them. I can count on one hand the number of times it's been slow to respond in the past year.

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• Partner channel doesn't really exist anymore
• Support of the product is extremely poor
• License agreement states you can only run it in their data center (not Azure or AWS, really Amicus?)

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• Currently we sync Clio with our accounting program Xero. Sometimes the sync doesn't happen (i.e. invoices) and I have to recreate them in Xero. It would be helpful if Clio had its own full-service accounting program.
• Sometimes find a matter within a client is unnecessarily difficult - all matters associated with a client should be easily discoverable.
• A minor issue - but I would like the ability to move calendar items around or reduce the box size surrounding appointments.

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• Large software investment, if not properly configured and utilized this can be a time and money vacuum.
• If law firm does not have a consistent personality among employees, buy-in may be difficult as it's a significant workflow change for users.
• Can greatly benefit law firm if used properly and across board for all employees. Uniform data organization for cases and custom pages add to personalizing software for firm.

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• Improved mobility though cloud access and excellent mobile app.
• Billing process is streamlined. Clients can make payments electronically through the Clio portal!
• Needs the ability to better sort and organize custom data.

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