Clio Clio Clio
October 21, 2021
Clio Clio Clio
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Clio
We utilize Clio and Clio Grow for overall client management and billing. total use for client data, contacts, billing, trust management
- client managment
- document managment
- electronic billing
- trust accounting
- operating account for nonrefundable retainer
- inclusion of intake ability without adding on Clio Grow
- texting to clients without having to add on other programs
- trust accounting
- ease of dashboard for client data
- related contacts fields
- makes billing complicated for our process
- ability to run multiple reports to figure out bonuses
- multiple steps necesassar to bill and apply retainer to bill
we switched from Firm Central to Clio for a better array of features and abilities, we did not like the look or appeal of the plug in form builder in Firm Central and did not need or want automated forms
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