Avaliações do Clio

Clio simplifies docketing, billing and keeping client files organized, offering streamlined processes and automation that significantly reduce administrative overhead.

My least favorite aspect of Clio is the separation between Clio Manage and Clio Grow. These platforms offer complementary features essential for client file management and intake processes, yet their division necessitates two separate subscriptions. This separation not only increases costs but also complicates what could be a more streamlined workflow.

The Clio platform was very easy to implement with our firm's daily usage. The onboarding process was smooth and the learning and transition for staff were easy. The software is meeting our firm's needs on a daily basis. I also appreciate that they listen to suggestions and continue to improve and add features throughout the year. Clio has allowed our monthly billing process to go from a day-long process to an hour process.

Some of the reporting features need to be fine-tuned or added to. My biggest pet peeve is the limit of 50 items to a page, so you update to 200 but it defaults back to 50 every time you move around between pages.

The software is easy to use and understand. The transition to Clio from our previous system was relatively seamless and the customer service is fantastic. I like that we can share documents with our clients and are able to see what date and time a client viewed each document. It is also extremely convenient to have our documents stored in Clio so that they can be viewed when we are not physically in the office.

It would be nice if you could integrate notes from a contact directly into a new matter as you are opening one. Currently, I have to copy and paste each note from the contact into the matter notes. Also, when I put in messages for Mr. Chefalo on people he needs to call back I make a task for him. When he views the tasks on his cell phone, it would be nice if he could simple tap on the phone number in the task and have it directly call the number as opposed to him having to type the number in on his cell phone to make the call. Finally, a client suggested that it would be nice if he had the option to opt in to receiving text messages from Clio any time we share a document with him or generate a bill on his matter.

I love that billing is so much easier, that my team can enter time remotely.

Clio was not developed by any sort of accountant. The reports are lacking, you can't memorize reports, everything within the software isn't consistent (like using the term everyone one place and all users in another place). The reports are inconsistent with what you can filter by on each report. There are still things where my account names are redundant - like Johnson - Divorce: Divorce. The biggest gripe I have is about replenishing retainers. The retainer replenishments don't get printed on the bill - I know it is because clio payments won't let you make a combined trust/legal fee payment, but they could have one link for anything owed and another link if a replenishment is due. Really - we webt to the moon 50 years ago but we can't figure this out? I spend hours and hours dealing with contacting clients to replenish. Also, way you enter into clio is clunky. I have to pick up my mouse all the time. It needs to be more like quickbooks entry. You never have to pick up your mouse.

It's too difficult to describe what is best, I could not manage my practice without this software. It is incredibly user friendly and easy to learn. I use pretty much all aspects of the software on a daily basis and have been using it for more than 10 years. My practice has grown from just one attorney, me, to now four along with paralegals and clerks. Clio has made the growth seamless.

I don't have any complaints whatsoever. The software has been essential to my practice in all ways.

I have nothing positive to say about Clio at this time. Integrating our firm into their software was a major learning experience, which will guide me with the next software I choose.

The items added in the time that we have been with Clio have caused no improvement to our use of the product, although they use these additions as an excuse for raising their prices significantly. The "client portal" that they added does not even allow you to see if clients have viewed documents, which their old version did. Their new payment system only adds to their profits, so why would they utilize that as an excuse to pass on additional costs to their clients?

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.

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.

It's online.
The timer can be stopped and started easily.

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.

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.

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.

What is not to LOVE about Clio? The platform itself is intuitive, efficient, and has become essential to effectively running my organization. Even features that have not been particularly relevant to my practice (non-profit sector) have either already been updated to be more relevant (Clio for Legal Aid) or are in the process of being updated.

Beyond the practicalness of the product itself, Clio is a company that is visably devoted to their staff, clients, and mission. Passion for the practice of law is one thing, passion for the humans who choose to practice law is another. Clio's client-centered approach sets them apart from their competition in this regard.

We have been using an ACCESS Database to process our claims (non-profit sector) for more than two decades. I would love to use the billing/invoice features offered through Clio but, they are not yet granular enough to fully transition us out of ACCESS.

I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used. If you want to get up and running, like, literally, now, you can purchase Clio online with a push of a button and have open matters and clients/contact in minutes. I originally chose this product 5+ years ago for a small firm I manage, after looking at most of the online time management products on the market. I chose it specifically because it seemed the easiest in which to enter time. One of the attys I work with isn't great with a keyboard. Clio time entry required the least amount of effort, was the easiest to navigate and simplest to look at. But after using Clio, as well as, other online time management products (I manage a few small law firms), I really appreciate the easy of creating and EDITING invoices, which I do extensively at my firms. Lastly, I recently utilized Clio's FREE migration services to move from another online software, which I did not like. The migration took one hour on the phone, one day for them to migrate, and was pretty seamless! I've migrated data a few times (Prolaw and CosmoLex) and this was by FAR the easiest. The customer service is always great, even though I don't have to use it often because Clio is so simple to use.

Only 1. I haven't mastered LEDES ebililng on Clio yet. At one of my firms, we do only LEDES98 ebilling. If you don't know what this is, stop reading, you will not experience this minor Con. I am having trouble perfecting the LEDES98 txt files and uploading them. Granted, this is my first month of e-billing on Clio at this firm, so I'm sure customer service will correct it for me. It's just that a few other time management programs I have used had no LEDES glitches and uploaded perfectly the first time.

The price is also high for small firms. But all online billing programs are.

Clio used to have responsive and helpful customer support, but that was years ago! It was once easy to track and link payments to client matters, run useful reports, and handle cloud-based documents, but recently the software has seen nothing but bugs.

Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of the desktop launcher. Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister program), retroactively recharacterizing ALL prior card payments in a completely different manner and ruining my firm's entire accounting system overnight. Clio tech support is worthless and is never aware of any issues brought up to them about the software, no matter how debilitating the issue may be, and they endlessly put you on hold to "talk ton their team" while stalling and asking for more screenshots of the issue, only to tell you a week later that they can't help you. The software has fallen far from grace and serves only to be a very expensive patchwork of buggy integrations, paired with tech support that doesn't understand any of the details of their own program.