Clio

Clio

Software de gestão de casos jurídicos baseado em nuvem

4.7/5 (742 avaliações)

Resumo do Clio

O Clio é o principal software baseado em nuvem para o setor jurídico. O Clio facilita o dia a dia de profissionais da área jurídica em todo o mundo com monitoramento de tempo intuitivo, faturamento, gestão de assuntos, aplicativos móveis e muito mais, para agilizar todas as tarefas, desde a captação do cliente até seu faturamento. Com o Clio Manage, o software de gestão de práticas jurídicas mais popular do mundo e o Clio Grow, uma plataforma de CRM jurídico projetada para ajudar a gerenciar melhor o relacionamento com os clientes, o Clio Suite oferece tudo de que você precisa para administrar e gerenciar sua empresa.

Clio Manage: concentra-se no faturamento do trabalho. Deixe o Clio automatizar tarefas tediosas, otimizar fluxos de trabalho e organizar casos, para que você possa oferecer melhores experiências ao cliente.

Tome decisões de negócios bem-informadas com rapidez. Opere em conformidade com os padrões regulatórios. Armazene informações críticas da empresa em um local central, seguro e atualizado, que você pode acessar de qualquer lugar, a qualquer momento.

Clio Grow: poderosa captação de clientes para escritórios de advocacia – simplificada. A plataforma completa de captação de clientes e gestão do relacionamento com o cliente (CRM) que agiliza os processos, a organização e o crescimento dos escritórios de advocacia.

Saiba mais acessando clio.com.

Preços

A partir de
US$ 39,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Austrália, Canadá, Reino Unido, Estados Unidos

Idiomas

Inglês

Clio - Avaliações

Classificação geral
4.7/5
95% avaliações positivas
544
Excelente
164
Muito bom
22
Média
5
Ruim
7
Péssimo
Lucy D.
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Solo Attorney Highly Recommends Clio

Usado Diariamente durante Mais de dois anos
Avaliado em 19/08/2019
Fonte da avaliação: Capterra

Clio has made me much more organized and efficient. My billing process is easier and smoother and I keep better track of accounts receivable. Much easier to track the progress of a file and leads. It is easy to share documents and communications securely with clients

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Nicole B.
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Clio Review

Usado Diariamente durante Mais de dois anos
Avaliado em 08/08/2019
Fonte da avaliação: Capterra

Our overall experience with Clio has been fantastic!! The benefit of having all our information (contacts, notes, calendar, documents, etc.) in one program is huge for us as we often end up having to access this information outside of the office. The continued updates that Clio has made since we first began using it several years ago have all been excellent as well.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Justin D.
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What I Like Most About Clio

Usado Diariamente durante Mais de dois anos
Avaliado em 05/08/2019
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Michelle S.
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Review of Clio From Attorney Owner At Small Firm

Usado Diariamente durante Mais de dois anos
Avaliado em 26/07/2019
Fonte da avaliação: Capterra

I recommend Clio to solo and small firm attorneys. It has a lot of features that you may not use but it is nice to have the option. In spite of its many features, Clio is easy to use. My billing and collections went up when I switched to Clio because logging time and billing is very easy and the gmail feature makes sure I remember to bill for mass of emails I receive each day. My calendar, matter and contact information is available quickly wherever I am. Clio has improved my efficiency and made my work day easier.

Vantagens

Clio is very fast, even when I am accessing the full website on my ipad. I love the new add on for Gmail that allows me to bill directly to Clio from the email and even save the mail to Clio if I want. The program feels modern. The program is easy to use in spite of the many many features. I have three staff members, one under 30, one under 50 and one in her 70s. All three are able to easily use the program. I like the third party apps that work directly with Clio such as Dropbox, Invoice Sherpa , Gmail and Fastcase. Customer service is very responsive and Clio is constantly receiving significant upgrades.

Desvantagens

Based on all of the options and information available in Clio I am still surprised by the minimal reporting capabilities in the practice management side of the program. The basics are there but in my opinion there are many helpful reports that are missing. Even if Clio does not want to add additional reports, making an option for the user to create custom reports would be a good alternative.

Clio added an option to require and maintain an evergreen retainer. That is very helpful, however, you have to send a separate request to the client for the evergreen retainer to be replenished. It would be much more helpful if you had the option to include the evergreen retainer request on the client invoice. My clients get confused when they receive a billing invoice and then on the same day or some days later yet another invoice with a new request for retainer replenishment.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Tami K.
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Clio in our law firm

Usado Diariamente durante Mais de um ano
Avaliado em 22/07/2019
Fonte da avaliação: Capterra

Our greatest benefit to date was when we added the payment links to our invoices and the speed we are now getting paid by clients. They love the online ability to pay for their bill and we love the speed it's processed in. The ease that the monthly billing process has become has also freed up a tremendous amount of time for staff.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10

Preço do Clio

A partir de
US$ 39,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Recursos do Clio

  • API
  • Cobrança e faturamento
  • Criação de relatórios personalizável
  • Gestão da contabilidade
  • Integração da contabilidade
  • Painel de atividades

  • Análise financeira
  • Controle de despesas
  • Dados em tempo real
  • Gerenciamento de faturas
  • Gestão de conformidade
  • Gestão do fluxo de trabalho
  • Importação/exportação de dados
  • Integração de terceiros
  • Múltiplas moedas
  • Notificações automáticas
  • Pagamentos eletrônicos
  • Processamento de faturas
  • Recebimento
  • Relatórios e estatística

Perguntas frequentes sobre o Clio

Abaixo estão algumas perguntas frequentes sobre o Clio.

P: Que tipo de planos o Clio oferece?

O Clio oferece os seguintes planos de pagamento:

A partir de: US$ 39,00/mês

Modelo de preços: Assinatura

Avaliação gratuita: Disponível

P: Quais são os principais recursos do Clio?

Não temos informações sobre os recursos do Clio.

P: Quem costuma usar o Clio?

Os clientes habituais do Clio são:

Autônomos, Grandes empresas, Empresas de médio porte, Sem fins lucrativos, Pequenas empresas

P: Em que idioma o Clio está?

O Clio está nos seguintes idiomas:

Inglês

P: Que tipo de planos o Clio oferece?

O Clio tem os seguintes planos de preços:

Assinatura

P: O Clio é compatível com disponíveis móveis?

O Clio é compatível com os seguintes dispositivos:

Android, iPhone, iPad

P: O Clio se integra com quais outros aplicativos?

O Clio se integra com os seguintes aplicativos:

Chrometa, FactBox, InvoiceSherpa, Law Ruler, Lexicata, PieSync, Teamleader, Wishpond, Xero, Zapier

P: Que nível de suporte o Clio oferece?

O Clio oferece as seguintes opções de suporte:

Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo