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December 30, 2020
My law firm uses CLIO Grow as part of its intake process and as our CRM software.
Specifically, CLIO Grow is used by the intake department to manage new leads and potential new clients that contact our office. We have used CLIO Grow for several years when the software was first called Lexicata and then later acquired by CLIO and added to their suite of products.
CLIO Grow helps us manage our intake department by keeping track of new leads, their contact information, and notes made by the intake staff. This is basically the "SalesForce" of legal intake software. In addition, the software offers electronic document signing with a "HelloSign" integration and automatic email templates and delivery. There are also automated intake forms to send to prospective clients.
The software arranges leads in a Kanban style board to see how leads are processed in the "pipeline" of your intake system and procedures allowing the team to easily visualize the status of each new prospective client.
Specifically, CLIO Grow is used by the intake department to manage new leads and potential new clients that contact our office. We have used CLIO Grow for several years when the software was first called Lexicata and then later acquired by CLIO and added to their suite of products.
CLIO Grow helps us manage our intake department by keeping track of new leads, their contact information, and notes made by the intake staff. This is basically the "SalesForce" of legal intake software. In addition, the software offers electronic document signing with a "HelloSign" integration and automatic email templates and delivery. There are also automated intake forms to send to prospective clients.
The software arranges leads in a Kanban style board to see how leads are processed in the "pipeline" of your intake system and procedures allowing the team to easily visualize the status of each new prospective client.
- "Kanban" style board
- Automated Documents and Electronic Signatures
- New Lead Contact Database
- API software integrations
- More Advanced Reporting and Data Statistics
- Better Contact List Management and Export Options
December 03, 2020
Clio is our firm wide client management system. It keeps us organized and on top of client deadlines and case developments.
- Integrates easily with lots of other software applications.
- Clio support has been extremely responsive and helpful in both resolving issues and just explaining different applications of the software.
- There are regular (but short) issues that cause delays in load time and document creation.
May 30, 2019
Our 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.
- 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.
August 21, 2018
My 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.
June 20, 2018
I 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
Clio 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
November 20, 2017
I 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?
- Case notes. This feature may be useful for high-volume practices, but I never use it.
October 30, 2017
Clio 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.
Clio 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.
November 03, 2017
It 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
I 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.
Clio 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.
Clio Scorecard Summary
What is Clio?
Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.
Categories: Law Practice Management
Clio Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
| Edition | Pricing Details | Terms |
|---|---|---|
| Starter | $49 | per user/per month |
| Boutique | $69 | per user/per month |
| Elite | $109 | per user/per month |
| Enterprise | Contact sales team | |
| Clio Grow | $59 | per user/per month |
All pricing tiers have a 7-day free trial.
Clio Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | No |