Avaliações do Clio

Easy to switch from LawPay. Integrated easily with Clio (but so did LawPay). Supposedly lower fees.

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.

I was first introduced to Clio eight years ago at the ABA Tech Conference. I knew from the moment I saw it that it would revolutionize our practice, allowing us to work from anywhere yet stay on the same page, streamline our management of cases, and make the process easier for our clients, from following their case to being able to pay invoices online or through their phone. And I was right. Clio has done that for us and more.

Document Management was something that was missing for a long time, but Clio is improving there too. We hope to be able to get rid of our current document management system and transition to Clio Drive soon.

We like the CRM/case management integration and the ability to use templates. We have a real estate and estate planning practice, both of which lend themselves to form documents, and we have further customized documents through integration with the CRM component to auto-populate documents.

My only issue is the way “non-billable” does not get shown on the invoices. I believe it is critical for the client to see this.

The Clio team helped me transfer data from my old billing program. Transition was seamless and painless. Clio is intuitive to use. As a solo practitioner I have neither the time for nor interest in hours of admin activity every week. Clio lets me track my work as I go, and provides the framework for organizing information about my clients and cases. At the end of the month I spend only about 2 hours reviewing and sending out bills.

More flexible report options would be helpful, particularly regarding A/R.

Clio easily tracks time and expenses, keeps client and matter details organized, generates invoices, and gives us reports that help track our firm's growth. It is easy to learn, easy to use, easy to customize to our practice, and has very helpful and responsive customer service. Since it's cloud based, we can also work remotely as needed. Very glad to have Clio!

I like most everything about Clio except that it can be slow if our internet service is being slow (not Clio's fault, but it comes with being cloud-based).

Every once in a while I find a glitch that frustrates me in creating invoices. Usually, though, chatting with customer support online leads to a) their showing me how to solve my problem, or b) the problem being sent to tech support for fixing in Clio's system.

Time entries can be imported by batch. Trust Requests and Bills can be emailed w/payment link directly from Clio. Past Due Bills can be "shared" with a coupled clicks versus printing out and mailing or using another app to email it.

1. When looking at a past due bill (and additional bills have been issued and remain unpaid for that same matter) the Outstanding Balance on the Statement of Account section will update and include the balance due for that matter as of the current date + any open Trust Replenishment requests instead of the balance due for that invoice + the balance due of all invoices issued previously to that one.
2. Evergreen Retainers - I keep getting calls from clients saying they can't view the "Shared" invoice when I have applied Trust funds that covered the whole balance. They can see the Trust Request to replenish funds used/applied to an invoice, but they can't see the actual invoice and review what was billed. I have to print the invoice to PDF and go to my email app and send from there.
3. I would like to see a report that shows that various billing rates per timekeeper for each client/matter.

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.

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.

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.

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?

Clio software is comprehensive and covers everything that I need as a solo attorney to keep my practice running smoothly and efficiently. Clio Grow is a new feature that helps me track leads, lead sources, the intake process, etc. It is very comprehensive and is easily merged with Clio Manage. The Clio help desk is excellent. Answers are always spot on. If they cannot fix my problem, they will honestly tell me that Clio does not have the capability that I'm looking for and they will offer to submit a request for that capability to be considered in the future. Clio is always looking to address customer needs.

Does not have all of the capabilities that I need but has most of them. Sometimes the queue for the help desk/chat is rather long.

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.

I cannot think of anything I don't like, honestly.

What is best? There is so much. The Dashboard (to see instantly how the I am doing, and for each client so I can see how much time and billing has occurred on each matter and easily find the information I need); Time keeping, invoicing, secured email, email drop (to easily put emails into client matters in Clio and free up inbox space, ) and DOCUMENT TEMPLATES with Custom Fields -- I have automated my engagement letter, a basic client letter, will forms, POAs, etc. It saves so much time. To write a letter and not have to look up an address or block/copy it is so nice. You generate the document and edit to start typing the body right away. It requires work on the front end but in the end it is worth it. Also, the customer service being one click on a chat icon away is great. They are so friendly and talked me through invoicing each month for the first few months.

The customer service and training videos are great but sometimes it feels like an Easter egg hunt to find out what all it can do. I spent the first 8 months just keeping time and doing invoicing. I knew it did other things but wasn't sure what and how. Once I started digging around I have been amazed at what all I have found. It has saved so much time and made things for a solo attorney so much easier. I am sold.

- Easy to use and learn
- Easy to show others to use
- Really easy billing features
- Great organization
- The Notes feature is fantastic and replaces any need for docketing and memos to file
- The "add time" feature makes it easy to keep track of billings and what's to go on the next invoice
- The linking of contacts to files is a time saver
- The Calendar is easy to use and does what you need it to
- The accounting that exists is great for keeping track of the movement of money directly connected with a file. It has helped keep my trust accounting immaculate. IT also helps me keep track of expenses associated with each file.

Clio is fantastic and the best solution I've been able to find, and I've done a lot of searching both before and after buying Clio. That said, Clio seems half finished in some areas and I'm hoping more work will come.

- The accounting is adequate, but should go a lot further than it does. I would love an integrated cheque writing program, for example.

- I don't know why you can't have more than one client per file. It's a small thing, but it bugs me. I put additional clients in the "contact" list associated with the file, and just pick one as a primary client to list. It doesn't matter, but again, it's a weird oversight.

- The firm metrics is a great idea, but it seems half finished. I don't know why, but it doesn't save stuff year to year and just dumps the information. There's also a dramatic lack of ability to customize things. This is frequent in some of Clio's features, such as how to list matters or client names. It's not a deal breaker, but it's a weird thing to not make more usable.

Overall, Clio is a fantastic program and I don't know how I'd run my practice without it. It's a lot better than everything else I've tried. I just wish the damn thing integrated with more programs and capabilities, and that they just expanded on it. I think the reason why it's frustrating is because it's so close to being sort of perfect, and they just don't go far enough. Hopefully they'll keep adding to it and raise it to that level!

It's definitely worth the buy.

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.