Clio

Clio is repeatedly at the top of the charts for available features. Clio is constantly working to improve their service and adding new features and functionality. We have had no problems to speak of. Any issues that we have had have been related to finding a particular option or feature.

I wish that Clio would support more advanced document generation. At present, it just does mail-merge-type generation. Substituting fields in Clio with a field indicator in a Word doc. I would love to be able to get rid of HotDocs and use Clio instead, but it just can't match what HotDocs can do. The other feature that I wish it supported is the ability for external uses (clients) to fill out forms or data, which can then be stored in Clio.

The intuitive way the product works. The add on's I have make it even easier to be efficient with the exception of LawYaw which is inferior to HotDocs in my view.

The expense continues to rise and the add ons make this product not as good of a value as it once was. The add ons provide far better integration of billing and email filing that the clio version and document creation, is expensive and cumbersome

It works fine. Most functions are well thought out.

My biggest issue with Clio is the Clio Outlook Add-In. It constantly fails, saying something like "error connecting to your Microsoft Account" or some other error message. To make it work I have to click around to a bunch of different pages and emails, and eventually it works. When I called support about this, they told me that it is probably because I'm using Outlook desktop as opposed to the online version of Outlook. But here's the thing: I don't like the online version of Outlook, and I would think Clio would put some resources into making sure their add-in works on the desktop version too. If the conscious decision is being made not to allocate resources to the desktop version of Outlook, that's disappointing.

This system is the lifeblood of my practice. I am totally organized now and can get an update on my matters with one click. It has helped to reduce paper load tremendously. No need to print documents out constantly. The electronic signature feature helps me to consummate transactions so much easier and quicker.

Some of the features are confusing. Sometimes the way I format my matters columns changes and I have to re-format it every once in a while. Also, not sure how the matters are ordered in my open, and closed matters, so I have to search for them - which is not as quick as I would like.

Easy to use and implement, love the ability to use it from anywhere,

I really do not have any complaints, I do with it was e a little easier to customize my marketing strategy to allow for better reporting