Item: Clio
Rating: 7
Author: Jeremy Abrams

Overall Satisfaction with Clio

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

Matter generation
Client bases
Bill creation

Cons

Simplicity
Making communication easier
Allowing for the uploading of documents

Return on Investment

Allows for better projections
Simplifies client organization
Doesn't allow for as much collaberation

Likelihood to Recommend

Clio is particularly well suited for a smaller firm where people can hand a file back and forth and you don't have to rely on working on the same document online. It makes billing quick and easy if all the time is put in by the attorney or secretary in an efficient manner. Things would get far too complicated and slow with a larger firm.

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Clio- an overview