Incredibly expensive for software that fails so miserably at so many fundamental core functions.
Updated January 20, 2023
Incredibly expensive for software that fails so miserably at so many fundamental core functions.
Score 1 out of 10
Vetted Review
Verified User
Overall Satisfaction with Clio
Clio is a practice management solution for law firms. In my opinion it has sufficient features and scalability to serve as the basis for anything from a solo practitioner to a mid-large firm.
- Clio has an extensive API that allows for very robust customization. If you are looking for a practice management solution that can be adapted to your practice, Clio is very adaptable, and their developer partnership program is very good.
- Clio's billing and payment systems are well executed. It is very easy to ensure that bills get paid and retainers get replenished.
- Clio has an extensive documentation database and good support.
- I have not noticed any significant bugs in their system. Everything functions as expected without any significant outages.
- Clio's security features and systems are well thought out executed.
- Clio's user interface is intuitive and easy to use.
- It is easy to find expert setup and customization assistance.
- There are multiple existing 3rd party integrations to choose from.
- Clio's trust account management system does not allow for sub accounts. For instance, if your firm wished to separately account for your general retainer and a settlement check as being separate sub accounts held in the main trust account for that matter, Clio does not have a way to do that.
- Clio does not allow a "User" custom field. If you wished to be able to assign a team of users to particular types of files, there is no way to do this. For instance, if you wanted to add a custom field for "Billing Manager" to denote which of your multiple billing clerks was assigned to that file, there is no way to do this.
- Clio does not allow you to create custom fields that are "lists" or "collections". For instance, if you wanted to add a custom field called "heirs" that was a list of contacts, there is no way to do this, other than to add in a series of single contact custom fields. (Heir1, Heir2, Heir3, Heir4).
- Clio Grow, the Clio CRM pipeline tool, has a online intake tool, does not have an API to allow customization like Clio Manage does.
- Although clio does have a document template generation module, the lack of any ability to handle lists or collections of items limits its functionality.
- Clio's billing and trust functions are very reliable.
- Our initial transition to Clio was difficult. However, as we adapt our practice to Clio's capabilities, we have come to appreciate Clio's reliability and easy of use.
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?
No
Would you buy Clio again?
Yes
Clio Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved No escalation required Immediate help available Support cares about my success Quick Initial Response | None |
There is no premium support I found
Yes - In our first month of using clio, we reported multiple bugs, I think about 10. Some of the bugs are critical bugs that affect data integrity. We are not allowed to see the status of the bugs that were reported, or even to get a list of the different bugs we have reported.
I cannot. To the best of my knowledge, this has not ever happened.