Clio
Software de gestão de casos jurídicos baseado em nuvem
4,7 /5 (1106 avaliações) Escreva uma avaliação!Resumo do Clio
O que é o 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.
Resumo do Clio
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Recursos do Clio
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Clio - Avaliações
Clio - Avaliações
Fantastic Practice Management Solution
Great software and user friendly!
My overall experience has been great! They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.
Better for new attorneys
If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.
clio law DATA management
Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining.
Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log).
clio portal for clients, e sign easy to make form-documents connects to IP phone etc.
Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.
Clio, the best all purpose attorney software, bar none...
Outstanding experience with something for everyone just depending on one's level of interest and need.
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Fantastic Practice Management Solution
Vantagens
Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.
Desvantagens
Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.
Great software and user friendly!
My overall experience has been great! They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.
Vantagens
I liked how the IT team literally walked me through the entire set-up/integration. To be 100% honest, they recovered & transferred my crashed billing entries from Timeslips into their system. There are so many positives re: Clio software that I cannot pick what I like most; however, the Quick Bill & Payment Plan features are very convenient. Oh, I can't write a review and not mention the LawPay integration. That is also a great feature!
Desvantagens
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them. I wish Clio had a .pdf that I could hand to every new client. I also wish there were more options re: billing history printouts for the Court. This is VERY important when asking for ATTY fees.
Better for new attorneys
If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.
Vantagens
It's online.
The timer can be stopped and started easily.
Desvantagens
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.
Resposta do Themis Solutions
Hey Ashley,
This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions?
- Derek, Clio Community Manager
clio law DATA management
Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining.
Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log).
clio portal for clients, e sign easy to make form-documents connects to IP phone etc.
Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.
Vantagens
For us the program has changed everything in the workflow to the better. In our opinion Clio’s forte is how flexible it is. Every law firm has its own different way of organizing workflow and Clio can accommodate for that, at least our whims and quirks which we have abundant of. The program is like potty in your hand. You mold and sculp the program according to your own special needs in the workflow. The only barrier is your own imagination. You decide how information is inserted, in what order and form and how it is presented. You make your own work procedures. You can organize and make chains of tasks beforehand and set the relevant type of chain of tasks to fit the case you are working on. Then, there and now, the future workflow is decided and set for that case.
Desvantagens
You can not copy matters/cases and clients. It is not easy to move data fram TM to clio. We decided not to to it. Integration between outlook calander and clio calander does not work, it is so slow it is not usable. But the integration between google cal and clio cal is excellent.
Clio, the best all purpose attorney software, bar none...
Outstanding experience with something for everyone just depending on one's level of interest and need.
Vantagens
Functionality is nearly universal while specially and jusisdiction costomization is great.
Easy law firm branding and pre sale marketing is brilliant.
Support is outstanding and the Premium Support even better for speedy, live agent help.
Cost is reasonable and many available plans on their menu of options.
Clio grows nicely with solid feature burstsoften free to it's users.
Excellent and often updated/enlarged mobile App across all usual platforms: Appke, Android, Windows...
Superior online instant pay clientbinvoucing, and client trust account requests
The wide assortment of excellent and Rock solid 3rd party software affiliations is very impresdive.
Desvantagens
I was fortunate to have free help migrating my existing, Timeslips database compiled over many years but it ain't quite so free today...Also, I'm still not a fan of the communications tools for clients and othes not subscribed to Clio.
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Recursos do Clio
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Perguntas frequentes sobre o Clio
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
Teste Grátis: 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:
Pequenas empresas, Grandes empresas, Sem fins lucrativos, Autônomos, Empresas de médio porte
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
