Overall Satisfaction with Clio
It's used by the whole organization as the legal case management system. It's used for logging calls, logging emails, keeping track of deadlines, managing the calendar, managing contacts, and generating documents. It's a massive organizational tool that helps keep track of tasks and to-do items and keep track of time and expenses. It compliments QuickBooks Online and other enterprise software.
- Time Tracking
- Document Automation - Microsoft Word
- Task Tracking
- Calendar management
- Electronic Signatures
- Document Management - It doesn't do PDFs
- Notes can be a bit disorganized
- Doesn't track some things I need for certain case types (such as medical bills in Personal Injury cases)
- Easy document signing - more efficient turn around of documents from clients
- Great calendaring features keep cases organized.
I used Needles 5 (desktop) and it was certainly antiquated by comparison. Needles was in some regards more customizable and allowed for tracking more case type specific things - like medical records requests, liens, etc. At the same time, it does not connect to as many third party apps and it was based solely on the desktop, so you needed to log in to a remote server, which was slow.
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?
On the whole, it is a good piece of software that is relatively easy to use. The customer service is quite good and the 24-hour support is great. The integrations are nice and easy to use. I think it provides a solid 70% solution to most law firms needs, but needs to be complimented by other software that integrates well into Clio. The built-in secure messaging and document signing for clients is great and really makes life easier and more efficient.