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 Workboard is well suited in any organization IMO, it allows the individual business units to quickly set, define, organize and track their respective OKR's and align them with the larger business goals. The speed at which we're able to do this with Workboard has allowed us to spend more time on the goals themselves and less time on the management of the goal-setting exercise.
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 Project management at higher level - includes tasks assignment, visual representations of the project status and deadlines Increases the team members' sense of ownership - especially for people that are not used with or exposed to dedicated project management tools like Microsoft Project is. User collaboration - which in turn reduces the communication via email Increases the efficiency of the meetings - by quickly going through the action items and updating the task progress in the tool itself Support has been outstanding so far 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 There's a bit of a ramp time to using the service. 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 Workboard vs
Microsoft Project (and its Server) is like comparing a regular sport car with Formula 1 cars. One is lighter, nicer, with a broader audience, it gets you there fast while the other one is dedicated, not as nice, especially built for it, not for everyone and it will get you there much faster.
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 Amount of time saved for managing goals had allowed us to spend more time on goal setting and tracking. Read full review ScreenShots