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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• Timekeeping. All I have to do is open Clio in the morning and press the "start timekeeping" button if I am too lazy to type in a few words.
• Billing. The new interface is really easy to use.
• Calendar. I use two calendars for deadlines, etc. My G-Suites calendar and Clio.

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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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• The billing screen is serviceable but unwieldy. It is hard to get your bills to look the way that you want in many cases.
• The document management process could stand some improvement. In order to manipulate a document, you have to download it, work on it, then re-upload the new version. I'd like a local client or a seamless way to edit and then automatically see the update taken into Clio.
• The task entry is good but not great. I'd like to see a way to have it integrate into my iPhone's reminders list.
• The quickbooks online sync has been a constant source of frustration for our bookkeeper, who has to monitor daily and hardly ever goes a day without an item failing to sync.

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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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• It has improved our ability to capture billable activities.
• It has increased our efficiency in regards to onboarding clients and getting retainers signed.
• The integrations with QuickBooks and other software platforms such as Mailchimp has allowed us to improve our marketing efforts and overall operations.

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