TrustRadius
https://dudodiprj2sv7.cloudfront.net/product-logos/AH/5H/Z3SJSQ0H1MTO.JPEGClioClio 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 AbramsClio, 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 UserThe "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 Pearce
Unspecified
Clio
13 Ratings
