Item: Clio
Rating: 10
Author: Verified User

Overall Satisfaction with Clio

Use Cases and Deployment Scope

My law office uses Clio as our CRM, matter and lead management, accounts receivable, and as an email marketing tool.

Pros and Cons

Pros

Matter management
CRM
Billing and accounts receivable

Cons

Lead organization in Clio Grow should not be separate from Clio Manage. These two should be integrated for better organization and management.
Trust payments in billing

Return on Investment

Less time spent on reviewing billing each month
I can easily search tag contacts
Simple task tracking across the entire firm

Clio does not have a convoluted interface. If there's ever a time I can't find a feature, there is an easy to use help feature that allows you to search for a solution. If that doesn't help, you can always chat with an agent.

Alternatives Considered

CARET Legal

CARET Legal had way too many bugs and issues. I'd enter a support ticket and receive a response from support MONTHS after the fact. On random days, certain features such as searching contacts for a specific tagged field was unavailable with no explanation. These little disruptions in our everyday workforce became all too regular, making our productivity drop, which led us to look into alternative software.

Key Insights

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

Other Software Used

Lexis for Microsoft Office, WealthCounsel Estate Planning

Likelihood to Recommend

Coming from another Legal CRM and case management system, Clio is a dream come true. I can easily tag contacts, imput case data, track tasks and matter stages, record billings and send clients links to easily pay bills, attach and save important documents to matters that automatically sync with my company server, and so much more. These features improve office efficiency and productivity.

Using Clio

Users and Roles

8 - Attorneys, paralegals, and legal assistants.

Support Headcount Required

8 - We are the everyday users, but we all take responsibility for upkeep and management. We also have hired a Clio Consultant to assist with bulk customization of matters and client custom fields.

Business Processes Supported

Task management
Matter management
CRM

Innovative Uses

Task management
Billing and invoicing

Future Planned Uses

Document drafting

Likelihood to Renew

We have been able to streamline our task management and everyday office procedures by using Clio to its fullest potential. We have a hire client retention rate because we can easily keep track of leads and follow ups. Clio Draft is saving us time on drafting legal documents and correspondence espondence. Overall, we are able to save time and money on everything tasks.

Evaluating Clio and Competitors

Products Replaced

Yes - We were previously using Zola, but experiencing many system bugs with invoicing, CRM issues, and suffering from the lack of robust features. We needed a case management system that could better assist with invoicing and billing, lead management, and more.

Key Differentiators

Integration with Other Systems
Ease of Use

System support was the biggest factor in our decision to switch from Zola to Clio. Clio had been around longer, was a larger company, and utilized by many legal firms. Zola simply was not, and it showed. If we experienced an issue with Zola and contacted support, it would take weeks before someone contacted us, and oftentimes support tickets would go unanswered.

Evaluation Lessons Learned

I wouldn't change anything at all. Our firm is very happy with changing over to Clio.

Clio Support

Support Rating

Support immediately follows up with a solution.

Clio Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response	None