Clio provides an intuitive case management and marketing platform for solo and small law firms
March 02, 2021
Clio provides an intuitive case management and marketing platform for solo and small law firms
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with 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.
- Provides an interface with NextChapter Bankruptcy.
- Provides an interface with the forms on our website and landing pages to allow for easy transmission of potential clients into our Clio system from these sources with little human intervention.
- Its billing, invoicing and payment integration makes the billing cycle for clients easier.
- The level of spam protection on the forms interface for websites needs to be improved, as of late we have been getting a lot of spam forms from individuals either trying to scam the firm or sell the firm services.
- It would be nice if there was just one log in for Clio Manage and Clio Grow instead of having to log into both.
- It would be nice to have more control of the format of the invoices.
- It has improved our ability to capture billable activities.
- It has increased our efficiency in regards to onboarding clients and getting retainers signed.
- The integrations with QuickBooks and other software platforms such as Mailchimp has allowed us to improve our marketing efforts and overall operations.
After using MyCase for over 5 years, I realized that it was not working for the firm. The billing aspects, as well as the document aspects of the program were not supporting the natural flow of the work done in the firm. I had looked at Clio originally when I made the decision to go with MyCase and at that time MyCase seemed to be a better solution, despite the limitations in the billing and document aspects of the program. When I started looking for alternatives to MyCase last year, a friend recommended that I look at Clio because it had greatly improved since the last time I had seen it. I was impressed with the management side of Clio right off the bat. I really liked the available integrations with other platforms and the flow of work within Clio was a more natural fit to how work is done at my firm. I really liked the Clio Grow functionality as well. We have been able to integrate it into our marketing initiatives and better track where in our client pipeline we are losing potential clients and where we can improve our processes. Overall, it is a great platform and in my opinion, much more intuitive than MyCase.
Do you think Clio delivers good value for the price?
Yes
Are you happy with Clio's feature set?
Yes
Did Clio live up to sales and marketing promises?
Yes
Did implementation of Clio go as expected?
Yes
Would you buy Clio again?
Yes