Overpromise, under deliver, and make it hard to get out
August 26, 2022

Overpromise, under deliver, and make it hard to get out

Robert Brown | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

Horrible Experience. I was specifically told that Clio Grow would allow me to create forms that would then integrate into Wealthcounsel. Was told that it was routinely done and that lots of estate planning attorneys used Clio solely because of its integration with WealthCounsel. I spent countless hours over 2 months setting up the system and creating forms. I told our IT team to hold off on form generation for the new website because Clio would handle it. After speaking with countless people and departments at Clio, they finally admitted that there system only pulled the main contact in, that their forms only allowed one contact to be pulled in. Could not make form fields optional so you had to have a different form for a family with one kid, 2 kids, 3 kids, etc. And a different form for married or unmarried people. They would constantly make promises that they would get it fixed, then come back a week later and still had no idea what they were doing. The sales team is clearly required to have the customers on the hook for two months to get their commission and the tech team is also trying to get you to invest as much time as possible to make the decision to leave more painful. Even the billing is difficult to manage. The online pay system is more expensive than other providers. It's difficult and cumbersome to edit bills.

Pros

  • Logging in
  • bating you to spend more money and time

Cons

  • Horrible customer services
  • dishonest representation of what their system does
  • useless forms
  • poor integration
  • Has produced a giant negative ROI
  • Complete waste of time

Do you think Clio delivers good value for the price?

No

Are you happy with Clio's feature set?

No

Did Clio live up to sales and marketing promises?

No

Did implementation of Clio go as expected?

No

Would you buy Clio again?

No

Maybe if all you do is time tracking

Comments

More Reviews of Clio