Avaliações do Clio

Everything is in one place, and its easy to read.

Mixnor bug fixes: sometimes when you go back on a page, it doesn't load. the calendar at the top with the "All Day" matters sometimes is forgetful; it doesn't scream "Urgency."

Comprehensive and ease of use. It's ability to do drafting templates and communicate seamlessly with the clients. Also, customer support is excellent.

Some of the services are not as intuitive as some staff would like, especially older staff.

Ease of use and integration with other apps

Clio Grow scheduling functionality and workflows are not refined enough to be helpful to the way I work.

The features that it offers are extremely helpful ...

So far, we are extremely pleased with this product.

I love having everything in one place - not a bunch of extra integrations or connecting apps needed. I also love that Clio is constantly making improvements and listens to its users.

The need to sync back and forth between Grow and Manage and the appt booking does not constistently stay up to date with my calendar.

I like having most of my case and office information in one place.

I believe that Clio Grow and Clio Manage should be more a like and their differences can be a bit annoying when they transfer to each other.

As the person who handles our billing, I like the convenience that Clio Payments adds for our clients and my team.

Although they continue to evolve, some features and options could still be improved upon.

I love the expansive growth coming down the pipeline. I started with simple document automations with Manage and Clio continues to acquire new features to aid in running my firm and continues to refine those features. Along with the 200+ integrations, Clio dominates the market for a reason

It used to be a bit unsophisticated in terms of functionality but they listen to their clients and they get better every day

Clio is intuitive and provides excellent document management, client relationship management, timekeeping and billing all in one platform for a reasonable price with no long term commitments.

On occasion Clio will have glitches - connectivity issues. When that happens, we're at a standstill. Fortunately, it doesn't occur often, and when it does it is short lived.

Can access my client's files from anywhere safely and securely.

Not connected to electronic filing system in my state.

The ease of having everything in one place and the ability for clients to make timely payments, often the day they receive the invoice

It would be nice to pass the credit card fees on to the client automatically when they make the payment

So many integrations and so user friendly.

Trust accounting with Quickbooks Online but we have not started using the newest update to help make this easier

We love that we have all data, participants, documents, contacts, email/communication journaling, calendaring all in one place. The mobile app is great for on the go use and tracking time when you are away from the office. The client portal is a great tool for tracking what the client has provided and what is still needed. The time Clio saves us in administrative work has been invaluable.

Mapping with Quick Books does not match up the best. Some of the integrations are still work in progress. No integration with MyPleadings.

Everything is all in one place. A matter can be managed completely within Clio.

The ineffectiveness of the Reports feature.

I have demo'd a bunch of law practice management software providers, Clio is by far the best. It isn't a perfect system, but it does the job. The two way texting, client portal, and customization are hard to beat.

Two of my biggest pain points are flat fee payment plans and notes. I would like to see a feature where we could just easily type a quick status that does not need a dedicated note entry.

Flat fee payment plans there has to be a better solution than me manually figuring out the payment plan and due dates. MyCase automates this, Clio should be able to figure this out too.

We love the invoicing the most - we are sure we have re-captured getting paid for many files we used to not be able to track and get paid for. Now we can send an invoice online and get paid online too. Making a bill is quick and easy, and our staff even thinks fun!

We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to attach files to emails, so we didn't end up doing this. Also, when sending an email from Clio, I would prefer that it auto-saves it to the Clio file.

Clio helped me hit the ground running when I opened my solo practice. Nearly every feature is user intuitive, and I have already been delighted to see Clio continue to upgrade its services in the two years I have used them. I couldn't survive (i.e. stay organized) without all of its features, billing, document e-signature service, and access to its partner, Proof for service of process.

Initially I was disappointed that Clio Grow and Clio Manage didn't "talk" to one another. I love Clio Grow to keep track of leads and potential clients, and I like the ability to transfer a file over to Clio Manage. I didn't like that they weren't truly in sync. However, Clio has worked to solve that pet peeve and is continuing to make improvements.

Clio’s ability to integrate key features internally - calendaring, invoicing, payment, and communications, along with allowing for third-party programs to work within the eco system make it a very easy to use 1 stop shop.

Sometimes some features are only available at the highest level of service, which while understandable can be hard on younger folks just starting out.

Clio is intuitive and greatly assists me in managing my firm. The dashboard is organized in such a way that I can easily track overall firm finances and open matters. Additionally, the ability to create tasks and sync Clio with my firm's Microsoft account expands the functionality of the product.

I really do not have any complaints about Clio. When I attempted to use Clio Grow, I simply did not have the time to create the templates that are designed to make the product more valuable to client intake.

Ease of use
Seamless integration with Google Workspace
Like the app integrations

Needs AI
Needs better historical invoicing abilities
Needs better contact syncing
Needs more tutorials on Clio Grow

User friendly from the calendar, to reports, to billing and client details.

Looking for more customization when creating matters