Likelihood to Recommend 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.
Read full review Time recording and time entry are such a massive and universal pain point for all timekeepers. All timekeepers perform this task on an almost daily basis. Anything that speeds up or eases that task is worth its weight in gold. Even if a timekeeper is working on a project that is billed on a fixed fee we still need accurate time entries to ensure that we are meeting our own profitability objectives.
Read full review Pros 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. Read full review Timers: IntApp Time's timer functions are well thought out and meet the esoteric needs of different timekeeper's styles Integration: IntApp Time integrates well with our accounting systems. IntApp Time has been a reliable application for us. Users perfer the IntApp Time interface to other products. Read full review Cons 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. Read full review Interface could be updated (appears outdated) Having multiple timers open in one screen to start and stop projects fluidly Better mobile app time keeping Read full review Usability You really have to get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.
Read full review Support Rating 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?
Read full review Alternatives Considered 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).
Read full review There are three competitors to Intapp Time that I know of, and have looked at, but it's been years. Those competitors are Element55, Aderant Found Time and Smart Time. Every time I compared any of those products to the current version of Intapp Time then Intapp Time came out on top. Element 55 seemed have a bit of a clunky interface when I last looked. Aderant Found Time seemed like a limited success at copying Intapp Time; the software itself seemed a little burdensome, both on the client and the back end.
Read full review Return on Investment Hard to judge ROI, but it saves us money compared to our old server based system (ProLaw) More accessible from more places. I was able to continue working during a two week trip to the beach. The Client Portal (Clio Connect) is a positive way to send clients document securely, avoids the forwarded email / forwarded attachment problem. Read full review Obviously, time capture for billing is a vital function. At this time we believe IntApp Time is best of the breed in this regard, though competition is coming. Recording timekeeping is something all timekeepers hate. IntApp time doesn't do as much as it potentially could to ease this pain, using predictive algorithms for example. For timekeepers who are diligent, IntApp time provides all the tools necessary to record and closely manage worked time, its primary functionality. Read full review ScreenShots