Item: Clio
Rating: 8
Author: Jeanie Watt

Overall Satisfaction with Clio

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

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.

Cons

Currently we sync Clio with our accounting program Xero. Sometimes the sync doesn't happen (i.e. invoices) and I have to recreate them in Xero. It would be helpful if Clio had its own full-service accounting program.
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.

Return on Investment

Clio helps us stay on top of WIP and A/P
The Clio platform is user-friendly and easy to learn
Clio makes it easy to manage several matters under one client

Alternatives Considered

I used Enterprise Elite at my former position. Although it was a complex accounting program, it was not user-friendly. Clio is much more user-friendly and anticipates what we are attempting to retrieve. Time-tracking is a breeze with Clio - the attorneys appreciate that as well as the ability to use the mobile app when away from the office.

Other Software Used

Microsoft Office 2016, Xero, Gusto

Likelihood to Recommend

Clio is great for case management, fees/expense tracking, invoicing and financial reporting. It is a great software tool for small to medium law firms. The editing options available in invoicing are particularly helpful - for instance, adding a discount to certain bills. On the downside, a second accounting program is necessary which needs the ability to sync with Clio.

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Clio - from an accounting admin's perspective