Clio

Clio is a practice management solution for law firms. In my opinion it has sufficient features and scalability to serve as the basis for anything from a solo practitioner to a mid-large firm.

We attempted to use Clio in all cases, but it is missing basic features, such as feasible calendar features, appointment notification, useable client note capabilities. We ended up returning to Google Docs for most uses, because the free software absolutely trounces the supposedly specially designed software for the legal profession. I can't get support to contact me back, and the basic features I suggest to make the software useable for a small firm are not a priority. Basic Google products: Drive, Calendar, gmail, are free and beat Clio with a stick.

Horrible Experience. I was specifically told that Clio Grow would allow me to create forms that would then integrate into Wealthcounsel. Was told that it was routinely done and that lots of estate planning attorneys used Clio solely because of its integration with WealthCounsel. I spent countless hours over 2 months setting up the system and creating forms. I told our IT team to hold off on form generation for the new website because Clio would handle it. After speaking with countless people and departments at Clio, they finally admitted that there system only pulled the main contact in, that their forms only allowed one contact to be pulled in. Could not make form fields optional so you had to have a different form for a family with one kid, 2 kids, 3 kids, etc. And a different form for married or unmarried people. They would constantly make promises that they would get it fixed, then come back a week later and still had no idea what they were doing. The sales team is clearly required to have the customers on the hook for two months to get their commission and the tech team is also trying to get you to invest as much time as possible to make the decision to leave more painful. Even the billing is difficult to manage. The online pay system is more expensive than other providers. It's difficult and cumbersome to edit bills.

Clio is used for accounting & billing of 200+ clients at present.

We utilize Clio and Clio Grow for overall client management and billing. total use for client data, contacts, billing, trust management

Clio is our firm's practice management software, we use it to track matters, keep all our dates in a single place, to-dos, billing, and time tracking.

It's used by the whole organization as the legal case management system. It's used for logging calls, logging emails, keeping track of deadlines, managing the calendar, managing contacts, and generating documents. It's a massive organizational tool that helps keep track of tasks and to-do items and keep track of time and expenses. It compliments QuickBooks Online and other enterprise software.

Clio is our principal CRM. We are a small 2-lawyer firm with no support staff and Clio (Manage + Grow) allows us to leverage technology solutions to better serve our client's needs. We manage cases, our calendar, get documents signed, track our time, issue bills, and accept payments all through Clio.

We migrated our Case Management systems from MyCase to Clio last year. The reason we made the switch is because after going through a demo of Clio we realized that it was more robust than MyCase and solved issues we were having with management of our cases and client development tracking. Though Clio is substantially more than MyCase, the flexibility and capability of the system is worth it. Its ability to integrate with other software we use was also a key factor in our decision to make the switch.

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.

Clio is our firm wide client management system. It keeps us organized and on top of client deadlines and case developments.

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.

My entire organization uses Clio to fully manage our cases, scheduling, document automation and storage, client communication, and more at an affordable price.

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.

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.

Clio is the practice management and billing system. It is used by all firm members and they love the mobile app.

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.

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.

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.

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 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.