Nutzerbewertungen im Überblick
Über Clio
Clio ist eine cloudbasierte Verwaltungslösung für Anwaltskanzleien, die sich für kleine bis große Anwaltskanzleien eignet. Die Plattform ermöglicht es Anwaltskanzleien und anderen Unternehmen in der Rechtsbranche, wichtige...
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- Branche: Rechtsberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Fantastic Practice Management Solution
Vorteile
Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.
Nachteile
Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.
- Branche: Anwaltskanzlei
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Clio is the best Case Management System I have used and I would highly recommend it!
Clio is Great, and my experience is amazing so far! I love customer support and their knowledge and great help every time I contact them.
Vorteile
What I like most is the way it makes my practice easier, saves time, and it constantly improves! The Clio team is incredible, always listens to its clients, and constantly develops its product.
Nachteile
I would love more options in the mobile app, like editing the matter, billing, etc. I hope that these features are coming soon. Also, as I am in Canada, I am looking forward to using the documents fill-out option, which is currently only available in the USA.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Clio Payments is a bad business decision
Overall Clio has been great except lately with this huge problem I’m having with collecting client payments timely and also that Clio is giving my firm contact info out to all its third party providers. I’m getting frequent sales solicitations about Clio product integrations, by email and phone calls. Not happy about more solicitations and don’t see any way of stopping Clio from encouraging its partners from calling and emailing my firm (wasting resources).
Vorteile
Easy to switch from LawPay. Integrated easily with Clio (but so did LawPay). Supposedly lower fees.
Nachteile
Terrible turn around time for payments by credit card. 5-7 days! No explanation or customer service for the delays in processing time. Very difficult to switch back to LawPay - they make you schedule an appointment to talk to someone who takes your time to tell you how difficult it is to switch back to LawPay, plus they want you to cancel all your pending payments, which they didn’t require when switching from LawPay to Clio. No regular reporting or monthly statements - you have to figure out the reports on your own and calculate the fees charged yourself and download the transaction history periodically. The fees are deducted first before payments are made, which skews the income tracking for accounting purposes. I.e., the client payments from bills don’t match the bill amount. The customer service representatives have no power and don’t seem to care one way or another, though the sales reps cared about switching you over to Clio payments! Is Clio changing from a great company with real people who are concerned with helping law practices succeed to a mammoth company just concerned with its own bottom line? It’s starting to seem that way.
Antwort von Clio
Hi Dess,
Thank you for taking the time to detail your experience. A Support Specialist has reached out to talk through your concerns in more depth and hopefully resolve them for you.
In the meantime, here is some additional information regarding your feedback.
1. We do not share our customers' contact information with third-party providers. We also strive to only communicate relevant, useful information to our customers. That said, we've clearly missed the mark here and would like to work with you to adjust your communication subscriptions.
2. Clio Payments and LawPay have the same processing times. For both products, you'll typically see credit card payments processed in 1-2 business days*. Here are some resources:
- *Clio Payments Credit Card Processing Times: https://support.clio.com/hc/en-us/articles/4409104905115-How-Long-Do-Credit-Card-Payments-Take-to-Process-with-Clio-Payments
- LawPay Credit Card Processing Times: https://supportcenter.lawpay.com/hc/en-us/articles/360034332251-Credit-card-processing-times
3. With Clio Payments, you have the option to get your transaction fees deducted in one lump sum each month, the same as with LawPay. Here are instructions but our Associate Solutions Specialist would also be happy to adjust that for you: https://help.clio.com/hc/en-us/articles/9285813698075-Clio-Payments-Fee-Schedules
Overall, we want you to know that we care deeply about the success of each of our customers. And we do not intend to make any of your requests more difficult than they need to be. We look forward to speaking with you and utilizing your feedback in our continued endeavour to provide the best-in-class service.
Die besten Alternativen zu Clio
- Branche: Rechtsberatung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Best in class
I operate an entirely virtual law practice. Keeping all of my workflows and processes in the same ecosystem helps ensure consistency and efficient operations.
Vorteile
The single best part about Clio is the user interface. You can't overestimate the drain on your organization and your end-users by poor UX design. Clio is intuitive to use, and easy to customize. Their chat support is the best of any product I've used, in any category.
Nachteile
The in-app document management isn't great. It's good enough, but most users will want to integrate with an existing DMS.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Total Transformation
With Time Matters software on its way out and our contract expiring, we knew it was time to make the jump to another platform. We entertained a few options but Clio came out on the top for us.
Vorteile
This platform is extremely user-friendly. We are still implementing the software with our staff but I believe there will be no problems - whether skilled with computers or not.
Nachteile
I was told by Clio staff that there are new releases coming for the software related to collection of client payments. These updates will be of the utmost importance to our firm. Being a smaller firm, we do not want to use Clio to allow our clients to pay due to the fees involved. However, I'm told that the ACH payment option will be coming as well as surcharging.
In Betracht gezogene Alternativen
LEAPWarum Clio gewählt wurde
Time Matters is going away and we were not able to utilize it to its fullest capacity.Zuvor genutzte Software
Time Matters- Branche: Anwaltskanzlei
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
We love Clio
From when I started in 2013, it has only gotten easier to use. Help is always available and I feel like it is extremely efficient and user-friendly.
Vorteile
Easy to use - there is almost no training needed for onboarding. Everything is user-friendly and help is just one click away! The questions and suggestions are passed along to Clio employees effortlessly.
Nachteile
It is a bit pricey for a firm of over 20 people.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Clio is a great product.
Very satisfied. The training was great and the product is great.
Vorteile
How easy it is to bill. I love the dashboard. I love how easy it is to set up.
Nachteile
I wish it would integrate with OneDrive where if i saved something to OneDrive, it would automatically update the document in Clio.
- Branche: Rechtsberatung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Clio for the win
I would recommend Clio to others. I researched other practice management systems and Clio is very user-friendly.
Vorteile
Clio Suite is an all-inclusive product that has assisted my firm from start to finish with client files. Clio also integrates other business functions to make it smooth.
Nachteile
It would be nice to have manage and grow all in one area. Having to switch back and forth between the two, or having two tabs open is annoying at times.
Gründe für den Wechsel zu Clio
Had everything I needed for a price I was willing to spend.- Branche: Rechtsberatung
- Unternehmensgröße: Selbstständig
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Clio is very intuitive
It's been very good. Clio is easy to operate, intuitive to learn, and grows with my practice.
Vorteile
I like that after one training I'm able to do everything I need to do, including issue bills and collect payments.
Nachteile
It's web-based, but that's also kind of a plus, if I think about it.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
A single source of truth and the center of our practice management universe
Vorteile
Clio is the center of our law practice management universe. It is our single source of truth and a trusted and dependable confidant for our robust case management needs.
Nachteile
Clio (Manage) could benefit from enhanced features for CRM purposes. Clio's companion product, Clio Grow, is intended as a standalone offering--with limited integration between the two platforms--to satisfy those needs, but the disconnect between the respective platforms is a difficult bridge to gap. Other areas in which Clio could use some enhancement--but nevertheless hits the mark--are billing functions (invoice generation, external sharing, etc.) and document management.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
clio law DATA management
Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining.
Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log).
clio portal for clients, e sign easy to make form-documents connects to IP phone etc.
Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.
Vorteile
For us the program has changed everything in the workflow to the better. In our opinion Clio’s forte is how flexible it is. Every law firm has its own different way of organizing workflow and Clio can accommodate for that, at least our whims and quirks which we have abundant of. The program is like potty in your hand. You mold and sculp the program according to your own special needs in the workflow. The only barrier is your own imagination. You decide how information is inserted, in what order and form and how it is presented. You make your own work procedures. You can organize and make chains of tasks beforehand and set the relevant type of chain of tasks to fit the case you are working on. Then, there and now, the future workflow is decided and set for that case.
Nachteile
You can not copy matters/cases and clients. It is not easy to move data fram TM to clio. We decided not to to it. Integration between outlook calander and clio calander does not work, it is so slow it is not usable. But the integration between google cal and clio cal is excellent.
Warum Clio gewählt wurde
Time Matters is old fashioned, originally written for DOS and has restrictions therefore. Does not offer any real cloud solution only remote desktope.Gründe für den Wechsel zu Clio
Clio is flexible. Very stapple and predictable. Clio is easy to manage and learn. Excellent support. Handles non english characters well.- Branche: Rechtsberatung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
What I Like Most About Clio
Clio had a long learning curve. That said, any software that has wide capability will have a long learning curve. However, the support team has been very helpful. It does not work for me to try to read articles to learn how to use the system, I appreciate being able to get someone on the phone or on chat who can simply show me how to do what I want to do.
Vorteile
As a solo practicing attorney for almost a quarter century, tracking time, preparing and sending out bills has been my least favorite activity, and the place where I have lost revenue and had upset clients. My experience is that clients don't appreciate it when bills are sent timely or when they receive billing after six to twelve months of work - they really prefer regular billing.
Clio has revolutionized the billing and collection part of my solo practice environment. Now that I have learned how to create clients and matters and to input time, it is a simple once a month task to create professional monthly client bills which I can print and snail mail, email, or send with the LawPay connection and the client can "click through" the email bill to pay with credit card.
Nachteile
I cannot figure out how to set up or use the form template function. When I have tried it does not really work and I have stopped trying to use this. I would very much like to create some form engagement letters.
My work is mainly transaction, not so much litigation. At first it was difficult to figure out how to prepare a nice looking flat-fee for a project type bill. However, with the updates I have been able to customize bills to have both hourly fee bills and flat-fee bills.
- Branche: Rechtsberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
The Future of Cloud Computing in the Legal Industry
Clio has been really helpful organizing a small solo practice and getting that attorney up and running, and then expanding their practice accordingly. It's a great, central location for file management, and being able to use Quickbooks and Clio for billing is spectacular. Clio's client support is stellar, and that is worth a LOT when it comes to case management. Overall, Clio is an excellent choice, and even with my complaints, I do believe it is the standard for the future.
Vorteile
I really do believe that Clio is the future of legal cloud computing and practice/file management. It's a functional piece of software that allows attorneys and legal staff to manage cases with ease. There are a few things that I find to be useful with Clio:
1. Clio integrates with tons of other software options, including Grow (a CRM management tool). Keeping things "in the family" is really useful and speeds up management.
2. Clio's billing functionality is really nice. It's one of the more functional back end management tools I've seen, and I really like the way it works. You can integrate it with Quickbooks for easy accounting, which we really appreciate and which looks great on the user end (for clients, when they receive bills).
3. Clio sports a really professional interface, which just looks nice when you're working. It looks grown up and sleek, so if someone peeks over your shoulder or you're working while in the vicinity of clients, it doesn't have a preschool feeling to it.
4. Most important - Clio's customer support is incredible. Have an issue? There are videos you can watch, or people you can talk to. They will literally stay on the phone with you for hours as you troubleshoot issues together, or learn something new. Top notch, seriously.
Nachteile
I do have a few gripes about Clio. If these were addressed, it would get a 5-star rating from me:
1. Mouseclicks. Clio requires so. many. mouseclicks. It is infuriating at times. I realize this sounds stupid, but over time, they add up. I am a huge fan of efficiency, and Clio is one of the most inefficient programs I've used.
2. Workflows. I really enjoy using workflows to track various projects. Clio sucks at workflows. A complete rework of how they approach them, and how they look for interface with the staff who are responsible for executing, would go a LONG WAY toward making Clio a more useful application. I think workflows are really the topic that causes Clio to lag behind other software out on the market. I would like to see something in place that allows a user to create a workflow, move tasks around in the list, add subtasks to tasks, and assign triggering dates, secondary dates, etc. It would also be useful to be able to assign various tasks to various users. Until that's in place, I'll be sad about using Clio.
3. A central location for performing various functions. Clio does have a left-hand toolbar that allows you to do SOME things, but not ALL things. It would be good if, from the left-hand menu, I could do each discrete thing that I can do in Clio by clicking a mouse a zillion times. Once that happens, I'll be happier.
4. Document management. I'm out of room, but it is not idea. Too much downloading/uploading. Dropbox is better (for collaborati
In Betracht gezogene Alternativen
MyCaseGründe für den Wechsel zu Clio
Clio came recommended by another practitioner who had gone solo and had a great experience.- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Best feature set available
Very positive; I love the software.
Vorteile
Clio integrates with so much other software to make your life easier that is just can't be beat. Saving emails via Outlook, generating document templates, collecting e-signatures on engagement agreements—whatever you need, Clio has it.
I can also run billing, monitor bill payments, and overall run the entire law firm with minimal effort, minimal time commitment, and with confidence that everything is running smoothly.
Nachteile
There are some smaller points that can drive you insane. For example, you cannot customize the look of the emails that go out when you share matters, bill, etc. with your clients. If you—like me—transition from a solo practitioner to running a small law firm, you will eventually need to open new bank accounts. Clio will not let you eliminate the old bank accounts and start from scratch. You can't even force the old bank accounts to be otherwise "invisible" to the system so that you cannot accidentally record money moving into a defunct account. This is a minor complaint, but man does it drive me insane.
I also still want to see a task assignment that allows me to set a supervisor for each assigned task.
In Betracht gezogene Alternativen
MyCaseGründe für den Wechsel zu Clio
Much better integrations with 3rd parties and a willingness to continue adding new integrations.- Branche: Anwaltskanzlei
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
I've used Clio Manage for 6+ Years and Clio Grow for 2+ Years
I've used Clio since opening my own firm. Overall, I'm happy with their products and feel confident that I can get "at a glance" information on my active cases as well as my leads quickly. And, I can dive deeper into any particular matter or contact easily. I do wish they were a bit more tailored to small/solo firm practice - particularly in terms of the time investment in set-up and cost per license.
Vorteile
Clio offers nearly comprehensive lead and case management services. Their support staff is responsive and if you engage them in a conversation about your firm's needs - they are eager to listen & learn. Since I began using it, Clio has steadily widened their offerings that are real value-adds. Their annual conference is a great networking & learning event.
Nachteile
Both products, but Grow especially, are very time-consuming in the initial set-up phase. Both products could be more robust for practice areas that don't involve litigation. Their support staff is readily available but in my experience can only assist in solving my issue about 10% of the time. Often some features I view as key are not available and it's hard to determine how the upvoting process of feature requests actually works. The pricing structure is frustrating and could benefit from adding a different tier for restricted or limited users (like paralegals and admins). While all the features and new additions are nice, as a solo practice attorney I often find myself unable to take advantage of them due to the time involved in learning about & implementing them.
In Betracht gezogene Alternativen
MyCaseGründe für den Wechsel zu Clio
Interaction with the sales reps and recommendations from fellow attorneys.- Branche: Rechtsberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Great functionality and awesome customer service
Clio has allowed us all to access information we need from one place and pull customized reports that allow for better business planning. Honestly, it's one of the most user friendly client database software that I've ever used.
Vorteile
What I like most about Clio and it's developers is that when there is a feature you believe would be a great enhancement and you suggest it to them, it seems like not long thereafter you have that enhancement.
Nachteile
I cannot think of anything I don't like, honestly.
In Betracht gezogene Alternativen
MyCaseWarum Clio gewählt wurde
Abacus was too burdensome and very expensive for what you got with the software in my view.Gründe für den Wechsel zu Clio
We were invited to their annual conference the year before we purchased it so we could speak to others using it and speak to the developers of the software. We've been back to their conferences several times thereafter!
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Best in Class for Small Firms
In addition to what I wrote above, Clio Management's customer service and technical support are great. They are still working out the kinks on the Clio Grow side after acquiring Lexicata (which I also used and was happy to see integrated). I am excited to see what improvements they have in connecting up the two systems.
Vorteile
I've been using Clio since 2010. I have tried other software over the years. I also originally had to use other software that integrated with Clio, but slowly have been able to reduce subscriptions as Clio built out features. Clio is the best in class, affordable, and the software around which I ultimately chose to build all my systems. I like that Clio allows me to manage the entire client file, including documents and emails, bills, and file shares, all within a single integrated system. Less software is cheaper, easier to manage, helps me capture details, and requires less employee training and management.
Nachteile
Clio still has some features and kinks to work out. Not everything is intuitive. Its plugin with Outlook is a little slow and I don't like that it strips the attachments from emails when placing them in the file. There still isn't enough flexibility in fee arrangements. It could improve the marketing side quite a bit. And I wish you could edit billing entries in bulk a little easier (especially if you made a mistake in one edit, it doesn't save and you lose ALL your edits -- super annoying). That said, all of these bugs and annoyances get addressed by Clio over time. They continually improve and grow the software. So I don't feel that there are any fatal flaws; just quirks that you learn to work around.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Highly motived to get this to work... but it is a nightmare.
Clio has tremendous potential. Their support and sales staff are extremely nice people and I feel terrible writing such a poor review of their product.
I am concerned that Clio's development staff lacks experience with developing a robust financial accounting system. I feel the current system has been developed by a bunch of very smart people who have never actually run or operated a business. So many of these glitches are just basic.
Previous to attempting to use Clio my firm used Quickbooks Online, Google Apps and Google Drive with an internally developed call management system. It worked well for us but the Clio interface was just beautiful!
We are paying about a month now for Clio and I regretfully feel I have made a major mistake with this system. My CPA, however, is quite happy with all the new billables cleaning up the mess this system has caused me.
Vorteile
Thought was put into the billing and time capture capabilities of the software. Great implementation with Google Drive and the advertising tracking is a brilliant idea. Actually, the entire software package is well designed and has tremendous potential. But...
Nachteile
But the implementation of all this is not good. The click flow of the user interface is very cumbersome. Basic tasks require far too many user interactions and it is not streamlined. Reporting is basic and requires .CSV dumps of data to recover meaningful information such as a summary of collections in a month for all staff broken down by time keepers.
The Quickbooks implementation is a disaster. Trust Account sync creates a journal entry for each debit/credit to your trust bank account whenever you add funds to trust or use trust account to pay a bill. This is all well and good except that in Quickbooks, journal entries are a separate line in the ledger. That results in two lines in the ledger for each transaction. My firm deposits thousands of dollars into our trust account daily and this quickly generates a maze of transactions in our accounts. Where this is more problematic when we do batch deposits because well we don't have just one client a day. So now when I need to reconcile my accounts I need to then go sum up all journal entries and ensure the accounting is correct.
Even worse is when writing a disbursement from Trust it seems that the same journal entry process is used to create the draft. The problem is that I cannot print a journal entry from Quickbooks, so we need to hand write the check. Support tells me the work around for this is to deactivate the sync feature and enter the check in Quickbooks manually.
Antwort von Clio
Hi Steven,
Thanks so much for taking the time to share your candid feedback¿you raise some excellent points and we're very sorry to hear about your frustration with our Quickbooks integration. We'll have someone from our team reach out shortly to see how we can resolve this for you¿we're extremely motivated to keep customers like yourself happy and we'll do what we can to make that happen.
If you have any other feedback, please feel free to email me directly at [email protected]
Thanks, Steven!
- Branche: Anwaltskanzlei
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Split personality software - two steps for the function of one
Clio allow you to generate bills - take payments online - and has a rudimentary accounting system.
Vorteile
Clio is quite robust with many functions geared for law offices. Much of the thrust is for multiple lawyer offices ( which makes sense) and some also work for solo firms (my office is a solo office). There is a forms component which is poorly integrated with Clio. It does allow you to create an online fillable form - but the steps to have that information fed into your database for the practice is cumbersome and not intuitive. Yo are using two independent programs - which is unlike both Practicve Panther and My Case. In the other two the feed into the database is direct - no two programs - no multiple steps to move rom one database to another.
Nachteile
As mentioned, the multiple step s needed to use the forms - and the cost for that portion of the platform - make this a terrible choice. If you want to use forms as questionares and to populate your database - and update the database - by client input - this is definitely NOT the platform to use.
- Branche: Rechtsberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Simple, flexible and user-friendly
Right from the outset I have found the support at Clio to be fantastically helpful. It's a big decision working out which product is right for your particular business. Clio, as you expect from most companies in the beginning, were great at informing us what Clio could do and answering our initial questions. However, what I am really impressed about it the continued support from Clio. It does not matter who you speak to, they are friendly, knowledgeable and will do all they can to help you. And if they don't know, which is rare, they will find out and get back to you. And they do get back to you! Plus every phone call is followed up with an email. With regard to the product itself, it is pretty easy to use. Most things are quite logical and therefore you can work it out fairly simply. I am of the view that no product is perfect as every business will have different requirements. In the case of Clio, there are a few very minor things we would like to see available. Clio are continuously developing and improving the product and, I think, everything we have enquired about that is not already a function of Clio, is in the pipeline. However, it is still great for us as it is but we always strive for perfection!
Vorteile
I love the simplicity and flexibility of Clio. It is very user friendly and the way it looks is very neat. It does not take long to work out exactly what you are looking at and what it all means. For me personally, I do a lot of billing and compared with a previous software package, Clio has saved me a lot of time and it's really easy to keep track of where you are as it automatically incorporates a workflow. Also, setting up new cases is easy and flexible. You are easily able to incorporate your own requirements and information.
Nachteile
This is quite specific but for us, the biggest drawback is not being able to present the invoice in exactly the way we want (i.e. a front cover summary of figures without the time description wording). There is a lot of flexibility on the invoices which is great but the one thing we can't do is take the wording away from the first page. Our company like to keep the first page of the invoice very simple and clear and then have the narrative on the following pages. We understand, however, that this is being developed by Clio and should be rolled out some time in the next couple of months or so.
- Branche: Rechtsberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Clio is an essential part of this law firm
Vorteile
Having direct access to the company, and the developers is a huge benefit to using Clio. If there's something that's not quite right, there's usually an easy fix or workaround, and you don't have to wait around for days or weeks to get a response from support. As far as the software itself, we love the nearly limitless integration ability of Clio, and the fact that they're always adding/improving features, like CourtRules, which is essential to our litigation practice.
Nachteile
We've been powered by Clio since 2011, and at the time, subscription software was a new concept, which took me a while to warm up to. Eight years later, however, everything requires a subscription, so this is a non-issue. I can only think of two things that I wish Clio would come up with a fix for: (1) ability to merge duplicate contacts; and (2) bring back the ability to have a less expensive subscriptions for non-attorney users.
Antwort von Clio
Thank you for the feedback, Joseph! We've shared your feedback with our Product Team. Though a one-click merge contact option isn't currently available, the steps listed here will help you achieve the same results (hope this helps!): https://support.clio.com/hc/en-us/articles/115002325034-Is-There-a-Way-to-Merge-Contacts-
- Branche: Anwaltskanzlei
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
There has to be something better; going downhill for solos
I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small practice firms. It has increasingly become more cumbersome and takes longer to calendar and bill than I would like. The interest feature on the billing can only calculate simple interest. Once you enter the interest formula, there is no way to disconnect it so you are left to manually delete all of the entries. They have changed the billing process from a process that once took about an hour to taking about 3 hours. A bill is generated and placed under the Draft tab, you can view it, edit it, submit it for approval (a waste of time for a solo), or approve it - so I view it, see it needs to be edited, and click on edit, the bill comes up for editing, then once you've completed it, you hit Approve - and nothing happens which is new - you either can hit the go to bills Awaiting Payment link, or click on the Awaiting payment screen -- from there, you are forced to sort through all of your accounts receivable to find your newly edited bill. Once you find the bill, then you can Receive Payment from the trust account - but be careful since if your client has $500 in trust and the bill is $1000, the trust payment will pop up $1000, which you know is inaccurate, so you have to do another edit. Then the bill drops out of view and you either have to return to Awaiting Payment or Paid tabs - search through all of the other bills, find your bill, then you can download it - print it, or save it, and then email it.
If you want to enter a new appointment, you can do so on the calendar, but if you want to create a method to track the new client, you have to go to another tab to set up a matter, you can only input the client's name, not the address, not the phone number, not any other stuff that should appear at this point, in my opinion. Then you add in your number. Then you have to track down the name you just entered and try and add in addresses, phone numbers, email addresses. The process is incredibly time consuming.
Pros: Cost
Cons: Overly rigid, designed for those who have a data processor employee, time consuming, not customer service oriented - was marketed for solos/small practices and this is not the case any longer.
Vorteile
Web based program and cost.
Nachteile
Rigid, time consuming process. So many things don't work and the process of finding a work around is cumbersome.
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Better for new attorneys
If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.
Vorteile
It's online.
The timer can be stopped and started easily.
Nachteile
I spend about two (2) hours a day implementing workarounds to make the system work because it was not built for family law practice or file review. It's a good backup system but it's nothing very reliable unless you're willing to invest the time into making it work.
Antwort von Clio
Hey Ashley,
This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions?
- Derek, Clio Community Manager

- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Cleo will solve all your law firm problems
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful. It has allowed me to free up time that's better spent on creating documents forming businesses etc.
Vorteile
I loved Cleo from the moment a representative gave us an overview of the software and what it had to offer. After that demonstration I couldn't wait to try the software. I love that Cleo allows you to customize the program to your specific law firms needs. There is an enormous amount of ability to customize clients billing and matters. I've never found a software like this one before nor one that allows you so much freedom to make it your own. There are two sections to Cleo Cleo grow and Cleo manage. Cleo grow allows you to enter potential new clients and track their progress as to whether they hire the law firm get referred out or don't hire the law firm. It has saved me from keeping up with two separate spreadsheets which allows me more time to work on important tasks. Once in Cleo grow you can move a client over to Cleo manage once they hire you. Once in Cleo grow everything about your client and their case is all contained on their own individual dashboard. Within that dashboard you can store communications their documents their payment transactions emails billing their time they're expenses etc. And because of the categories you can customize I'm able to enter the important information needed for their particular case and it's no farther than one click away. I have to say the Cleo support and help section is spectacular and one of the best I've ever come across. They have a clear academy which offers training on specific things you can do in the software.
Nachteile
The only thing I found so far that I'm not fond of with the software is the flat rate billing. Our Law Firm wants to keep track of the time spent on a case even if it's for flat fee. I'm still trying to find a way to best show this on an invoice and after researching Cleo help section they don't seem to have a real clear method of doing it.
- Branche: Anwaltskanzlei
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Very Satisfied
Very satisfied; excellent product.
Vorteile
Easy to use -- calendaring, opening new matters, time entries, notes, billing. I like the interface, the way it looks. Program includes trust accounting. Can include/integrate credit card billing as an option which I did, and works well. Have used Law Pay for a while and it integrates through Clio. Send out invoices through Clio, client can click on button to make credit card payment, and have option to have program automatically apply to open invoices when payment comes in -- get email notifications of payments. Very satisfied with the program -- does what I need and enjoy using.
Nachteile
I don't think it's a negative factor, but don't use the mobile app much, for whatever that means. Tend to just check my iphone calendar (I use Office 365 to integrate, other options also I think like Google to integrate -- Clio integrates with Office 365 and iphone calendar will show Office and Google calendar events). There is a new beta version of the mobile app available for use that looked at today and I like -- I could see using that to make entries if I need while out of the office, but usually just do all of that at my computer in the office.