Overall Satisfaction with Clio
Clio is our principal CRM. We are a small 2-lawyer firm with no support staff and Clio (Manage + Grow) allows us to leverage technology solutions to better serve our client's needs. We manage cases, our calendar, get documents signed, track our time, issue bills, and accept payments all through Clio.
- Intake tools in Clio Grow.
- Clio Payments.
- Increased efficiency.
- Improved tracking and compliance.
- Reduced costs of paper (we are completely paperless).
We did not use any other practice management software, but I did evaluate Rocket Matter as a potential alternative. Rocket Matter does not have the same robust intake software that Clio Grow does and therefore it was not even a plausible alternative for us to implement. Clio is constantly updating and evolving based on feedback from users and that makes it the kind of program that can grow with your business needs.
Do you think Clio delivers good value for the price?
Are you happy with Clio's feature set?
Did Clio live up to sales and marketing promises?
Did implementation of Clio go as expected?
Would you buy Clio again?
Clio is a wonderful practice management solution for small firms that do billable work. The Clio manage software is excellent for tracking your time at different rates, tracking matter budgets, and tracking expenses. Clio is also great for firms that want to implement and use tech in their offices. If clients are at least somewhat tech-savvy (have and know how to use email), they will also benefit and enjoy the implementation of Clio.