Love Clio
November 06, 2017

Love Clio

Leslie Lelii | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

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.
  • Clio allows us to access reports instantly on the go to help manage workflow, billing, matter balances and collections.
Clio is great for anyone who does work outside the office. Being able to access everything you need remotely is the biggest selling point and what makes it the most valuable software for the firm. I don't like that we cannot choose the tier of service by user, we have to upgrade all users to get upgraded functionality when only a handful of people will use that functionality. Really punishes firms as they grow.