Clio vs. TIBCO® BPM Enterprise

Clio allows our law firm to track all aspects of a matter, such as documents, emails, time entries, tasks, and notes, in one place. This is ideal for our mid-sized law firm, which handles general litigation, personal injury, and family law. A feature we appreciate is the client portal's secure way to share updates, documents, and invoices.

Incentivized

TIBCO BPM Enterprise allows integration with Corporate LDAP and at the same time define Role Based Access Control which helps in authentication and authorization of the users. It supports both default database and custom database. Drag and drop feature allows easy and faster way to do the development. It has support for deployment from design studio and scripted deployment as well. TIBCO BPM Enterprise has a wide range of plugins for development.

Incentivized

• 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.

Incentivized

• Workspace and Openspace Console that offers a powerful method for troubleshooting and viewing the routing within a process
• Easy representation of the corporate organization
• Powerful IDE to design a business process as a TIBCO Business Studio BPM Edition
• Testing and Debugging

Incentivized

• 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.

Incentivized

• A little bit too conservative. Not really anything leading edge. [Tibco] has plenty of customers, and that means they will probably be around forever, but [product enhancements] seem to be more [abundant in competitor product offerings].
• It would be great to have some pre-defined themes. Pie chart labels - it would be great to get more options for sizing and placement.
• I find it hard to trust the online portal too much. I doubt the security that is offered by this software.

Incentivized

We have been able to streamline our task management and everyday office procedures by using Clio to its fullest potential. We have a hire client retention rate because we can easily keep track of leads and follow ups. Clio Draft is saving us time on drafting legal documents and correspondence espondence. Overall, we are able to save time and money on everything tasks

Incentivized

Clio is intuitive and easy to learn. Even new staff or attorneys with limited tech experience can quickly navigate through tasks, matters, billing, and calendars. This reduces training time and increases productivity, especially in a busy mid-sized law firm. Because it’s cloud-based, Clio can be accessed from any device, anywhere. Whether I am working in the office, at home, or in court, I have full access to my cases, documents, and time entries.

Incentivized

TIBCO BPM Enterprise can be integrated with other technologies like React UI which can be used to customize front end and TIBCO Business Works for processing. Services created in TIBCO BPM Enterprise can be exposed to REST which can be shared as API to external systems. Users can be created and modifies very easily using out of the box TIBCO BPM Openspace and Workspace. Events can be customized and this data can be used to generate reports.

Incentivized

When I contact them, I am told that the person who can help me cannot be reached but that I should call back. When I call, I cannot get ahold of anyone who can help. Sales/support does not respond to my emails. Maybe if you are part of a large firm they treat you differently.

Because our support team is always available also for development suggestions.

Incentivized

We did not use any other practice management software, but I did evaluate Rocket Matter as a potential alternative. Rocket Matter does not have the same robust intake software that Clio Grow does and therefore it was not even a plausible alternative for us to implement. Clio is constantly updating and evolving based on feedback from users and that makes it the kind of program that can grow with your business needs.

Incentivized

For BPM we looked at some IBM products suites, BPM Online, Oracle products and Pega Systems. The decision to go with AMX BPM was based on the evaluation by the software architect team and the cost of acquiring the TIBCO suites.

Incentivized

• 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.

Incentivized

• In order to create a BPM management, you need to make a very solid data management model, which becomes very important in its reuse
• The business process is very often unconnected with the implementation logic and therefore plays in favor of the re-usability of the software
• Large customization at log level for which managing these tools can be handled minimizing effort

Incentivized