TrustRadius
https://media.trustradius.com/product-logos/AH/5H/Z3SJSQ0H1MTO.JPEGClioClio - from an accounting admin's perspective2019-05-30T20:55:38.917ZOur firm uses Clio across our organization for our large client database. My particular role with Clio is the accounting side - I track client invoices, expenses and fees, as well as A/P and WIP reporting to the attorneys. The other members of the firm use Clio as a reliable tool for client case management.,Clio's customer service is prompt and always helpful.
Tracking client fees and expenses is easy in Clio.
Most any financial report desired can be found within Clio.,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.,8,Clio helps us stay on top of WIP and A/P
The Clio platform is user-friendly and easy to learn
Clio makes it easy to manage several matters under one client,,Microsoft Office 2016, Xero, GustoJeanie WattClio is Growing, But is it in a Good Way?2018-08-21T15:12:24.912ZMy entire organization uses Clio to fully manage our cases, scheduling, document automation and storage, client communication, and more at an affordable price.,Integrations. Without integrations, Clio does not stand out much from other platforms.
Document Management. Clio has a robust and easy to use document generation and storage system.
Support. Clio has easy to access and helpful customer support during normal business hours.,Integrative Partners. Clio has 116 integrative partners presently. However, Clio does very little to promote those "partners."
Finances. Clio's financial features (trust and operating) are due for an overhaul.
Reception to User Feedback. Clio needs to pay more attention to user feedback. Clio, like Google, is growing to a point where it feels like the users' voice is not heard.,9,Clio is priced at a little above the market average, but not by much.,MyCase and PracticePanther Law Practice Management,QuickBooks OnlineStephen ShepardClio is great for law firms focused on automation and efficiency!2018-06-20T19:25:05.600ZI use Clio to manage the administrative side of my immigration law practice. Clio shines in its integrations and billing. The biggest business problem it addresses for me is making billing an efficient process. My invoices always look professional and they are easy to create. I also like the integration with LawPay. It makes it very easy for my clients to take care of their invoices.,Professional and efficient invoice creation
Secure platform
Integrations with other applications,The interface is a little clunky
Could do better on how matter views look, while you can create as many fields as you want, the way it looks makes it hard to see the info easily
Document integration with Google Drive could be better,9,Easy invoicing
Decent client interface for sharing documents
The clunky interface can be frustrating - particularly if you are used to more sophisticated apps
For legal tech it's decent,Rocket Matter,Nimble, RightSignature, Todoist,1Danielle HuntleyClio- an overview2018-04-27T18:58:34.724ZClio is being used as an all-access tool. We put in our clients, their matters, all activities related to them, and can generate bills straight from the software. It even has communication built in where you can send messages to one another regarding a particular matter.,Matter generation
Client bases
Bill creation,Simplicity
Making communication easier
Allowing for the uploading of documents,7,Allows for better projections
Simplifies client organization
Doesn't allow for as much collaberationJeremy AbramsThe "gold standard" cloud based law practice management software2017-11-20T15:25:11.718ZI am a sole practitioner, so it is used by my whole organization. I convinced a friend, who is a partner in a collection law firm who does not do collection work, to try Clio. He, his paralegal and his secretary use Clio separate and apart from all the other attorneys, paralegals and staff in the firm without problem. Of course there is some duplication (conflicts databases), and he has another partner handle files for him when he is on vacation who who does not have Clio, but those are small inconveniences.,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.,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.,8,Positive -- I can see how far ahead or behind of budget I am in terms of WIP, invoicing and collections.
Positive -- super-easy timekeeping .
Positive -- easy invoicing,MyCase,Microsoft Office 365, OmniFocus, Adobe Acrobat DC, Evernote, Dropbox,8,No,Yes, when I got locked out after upgrading my OS. The problem was resolved after two or three emails and a call from Clio customer service.Brad PearceClio - pretty good, pretty close, not quite there but on its way.2017-10-30T20:20:34.254ZClio is our practice management software - we use it across much of the firm to manage our client contact database, document database, it integrates with our calendaring; we use it to sort things by matters, and we use it to record time and prepare our bills. It does a serviceable job with many of these things, though we'd like to see it do some additional things. It solves the problem of having a coherent and consistent platform for managing clients, contacts, matters, time entry and billing.,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.,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.,8,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.,Thomson Reuters ProLaw and MyCase,Microsoft Office 365, QuickBooks Online, OneDrive, MS SharePoint, Skype for Business, Google Hangouts, G SuiteJason RamslandLove Clio2017-11-06T15:27:06.637ZClio is used by our entire organization. We have several employees who telecommute and most of the other lawyers and staff work in one of our other office locations or at client offices and Clio allows us to access everything we need quickly, easily and on the go.,Access the calendars of everyone in the firm. We can schedule remotely and share with the entire team.
Manage tasks. We have our task lists, we can assign tasks, notify via email and get notified when a task is complete. We also track the tasks by matter so we can instantly see what everyone is working on.
Track contacts and conflicts. Everyone in the firm can access the full contact database anywhere, any time. We can instantly check for conflicts - even when out of the office
I love the firm feed. It allows us to see the activities of anyone and everyone in the firm. Very helpful when trying to track down who made a change or added/removed items from the file. Now that they also have a firm feed my matter it is even more useful and dynamic.
Clio's sync with One Drive makes it so much easier to access a document when working from home, at a client office or other remote location.,I love that we can create cascading task lists, I just wish it would work backwards and create tasks working back from a closing date instead of working forward.
I would love if there was an easy way to generate an invoice without detail for flat fee matters.
We have had issues with then document sync breaking since the upgrade began and wish they could fix it and we would get back the reliability we used to have. Documents are still there, just takes more oversight and patience for the sync.,9,Clio allows us to access reports instantly on the go to help manage workflow, billing, matter balances and collections.,Calendly, Microsoft Office 365Leslie LeliiClio is a great practice management software, and I highly recommend it.2017-11-03T21:50:13.140ZIt is the central software for my practice. It tracks billing, client info, and tasks. I rely on Clio to make my practice of law easier and as I add more professionals they will also use it.,Time Management
Speed of use
Ease of use,UI
Streamlining
Analytics,7,Transparency for clients
Time saving
Better collections,Amicus Attorney,Microsoft Office 365, Adobe Acrobat DCTrevor CaspersonWhy I love Clio2017-10-30T19:07:11.442ZI work in the defense litigation department for a mortgage servicer. We use Clio for our in-house counsel group to manage our matters. This allows us to keep all documents, case notes, contacts, tasks, reminders, and calendared events in one place. We also use it to calendar and as a document repository.,Clio allows me to drag and drop documents from emails without having to upload and save.
Clio allows for extensive organization of all the different material associated with a litigated file.
Clio has a massive space to store our documents. We have never experienced slowness, or a down day, or missing docs.,Reporting features. Although Clio has made several recent adjustments, and additions --- the ability to pull only specific info for reporting purposes is still extremely basic and not very user-friendly.
It would be nice to be able to change what is actually placed on the dashboard.,10,It has definitely helped with organization and time management.,,No,10,When we had wants or needs that the Clio platform did not have, we asked for it and Clio returned!! Clio will take what you want seriously and incorporate your requests into new developments. I can't say enough good things about it. It was the best business decision we made a few years ago.Stephanie SaxtonClio, an honest revievw2017-12-27T18:12:10.795ZClio is the practice management and billing system. It is used by all firm members and they love the mobile app.,Clio is easy to use.
It meets all of the security requirements.
It makes billing very easy.,The one drive integration is not functional for a large organization. The shared folder has limitations that are only avoided through the local sync.
There is no good Outlook integration. The software itself has a secure communication portal, but nothing beats standard of Outlook.
I'd like to see Clio develop its own integration with Word and Outlook. Right now saving documents to Clio, without OneDrive, involves an upload process. You can not save directly to Clio from Word.
Need a better way to sort and managed matters with lots of custom data in the matter view. Right now this data is organized as it is entered, but it is not sortable.,9,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.,,Actionstep, Amicus Attorney, Clio, LexisNexis Time Matters, NetDocuments, Microsoft Office 365, MS SharePointVerified User
Unspecified
Clio
20 Ratings
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