Terrible On-Boarding & Integration Experience
October 03, 2023

Terrible On-Boarding & Integration Experience

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

Overall Satisfaction with Clio

We were excited to on-board with Clio as we were making the leap from PC Law. It has, however, turned into a nightmare for our small firm as our local data, which we have spent tremendous time and money providing to Clio has been mistakenly uploaded by that company onto foreign servers - with no concrete plan to get it back, take it down or correct the situation. We were advised last week that our situation was being "escalated" - and only today received a request for access to our account. VERY DISAPPOINTED with this experience.
  • Texting Function
  • Nice Interface
  • Good on-line help videos
  • Sales people over promised and underdelivered
  • Communication w/ support has been difficult (empathizing with no concrete solutions)
  • Should have been straightforward integration and intuitive interface
  • We have expended significant resources (both $ and staff resources) to make this platform work for our office. So far, it's been a big fail.
I wasn't a big fan of PC Law - Old, clunky, and missing a lot of modern features that our clients wanted. I regret, however, tremendously the fact that we decided to switch to Clio. The devil we knew...

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

The integration and on-boarding has been atrocious.