Clio, an honest revievw
December 27, 2017

Clio, an honest revievw

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review

Overall Satisfaction with Clio

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.
  • 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.
As a consultant that has used many different software, Clio is among the best. But anyone considering software needs to think about their needs and requirements in order to find the best fit. Simply buying good software will not necessarily fix any issues. The issues need to be identified and targeted in order to find a good fit.
Clio is an amazing software with excellent support. It makes many processes easier like billing, contact management, document merge and custom fields. However, better integration with Office would continue to improve the software.