Sobre 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.

Dispositivos

Porte da empresa

P M G

Mercados

Austrália, Canadá, Reino Unido, Estados Unidos

Idiomas

inglês

Imagens

With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.
Robust invoice customization options give law firms the opportunity to put their branding front and center.
The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute.
The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home.
Clio calendar
Clio matter pipeline
Clio create new contact
Clio reports
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Captura de tela do Clio: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance. Captura de tela do Clio: Robust invoice customization options give law firms the opportunity to put their branding front and center. Captura de tela do Clio: The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute. Captura de tela do Clio: The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home. Captura de tela do Clio: Clio calendar Captura de tela do Clio: Clio matter pipeline Captura de tela do Clio: Clio create new contact Captura de tela do Clio: Clio reports

Recursos

Total de recursos do Clio: 76

  • API
  • Acompanhamento de atividades
  • Administração de impostos
  • Alertas/notificações
  • Análise financeira
  • Armazenamento de dados seguros
  • Arquivo morto e retenção
  • Assinatura eletrônica
  • Autenticação de dois fatores
  • Automação de documentos
  • Backup automático
  • Banco de dados de contatos
  • Banco de dados do cliente
  • CRM
  • Calendário do pessoal
  • Campos personalizáveis
  • Classificação de documentos
  • Cobrança e faturamento
  • Contabilidade
  • Contabilidade de Ativos
  • Contabilidade de exercício
  • Contabilidade de projetos
  • Contabilidade fiduciária
  • Controle de despesas
  • Controle de horas
  • Controle de horas e despesas
  • Controle de versões
  • Controle do andamento
  • Controle do progresso de tarefas
  • Cronometragem por caso
  • Cronômetro
  • Dados em tempo real
  • Depoimentos do cliente
  • Envio em massa
  • Ferramentas de colaboração
  • Formulários personalizáveis
  • Geração de documentos
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gerenciamento de faturas
  • Gestão de calendários
  • Gestão de casos
  • Gestão de clientes
  • Gestão de conflitos
  • Gestão de conformidade
  • Gestão de contratos e licenças
  • Gestão de processos judiciais
  • Gestão de processos recursórios
  • Gestão de recibos
  • Gestão de tarefas
  • Gestão do fluxo de trabalho
  • Importação/exportação de dados
  • Integração da contabilidade
  • Integração de QuickBooks
  • Integração do Microsoft Outlook
  • Integrações de terceiros
  • Lembretes
  • Modelos personalizáveis
  • Múltiplas moedas
  • Notas de caso
  • Pagamentos eletrônicos
  • Painel de atividades
  • Pesquisa de texto completo
  • Portal do cliente
  • Preenchimento de cheques
  • Processamento de cartões de crédito
  • Processamento de faturas
  • Rastreamento de conversão
  • Registro de auditoria
  • Relatórios de resumos
  • Relatórios e estatística
  • Relatórios personalizáveis
  • Seguimento de status
  • Segurança de SSL
  • Validação cruzada do livro razão
  • Várias localizações

Alternativas

Rocket Matter

4,3
#1 alternativa ao Clio
Rocket Matter is the leading cloud-based law practice management software that helps you run a more efficient law firm,...

Zola Suite

4,6
#2 alternativa ao Clio
See why Zola is the FASTEST-GROWING practice management software. Industry-leading features such as patented email...

LawMaster

0
#3 alternativa ao Clio
Centralize all legal operations in one place with LawMaster's law practice management solution. LawMaster allows law...

MyCase

4,7
#4 alternativa ao Clio
MyCase legal practice management software helps law firms solve key business challenges, including getting paid faster,...

Avaliações

Classificação geral

4,7 /5
(1.152)
Relação qualidade/preço
4,6/5
Recursos
4,5/5
Praticidade
4,6/5
Suporte ao cliente
4,8/5

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Exibindo 5 avaliações de 1.152
Stephen B.
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Fantastic Practice Management Solution

Avaliado em 06/07/2019

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.

Daniel V.
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Great comprehensive practice management solution for lawyers

Avaliado em 01/04/2021

After almost a year with Clio I can safely say I'm happy with my purchase.

After almost a year with Clio I can safely say I'm happy with my purchase.

Vantagens

The integration with Quickbooks Online is clutch. While there are still some additional functionalities I would build into it, I love that a transaction in Clio creates a journal entry in QB that I can then link to a bank transaction. Makes bookkeeping way easier.

Desvantagens

I wish that a client could access Clio for Clients and Clio Connect at the same time.

Dario D.
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 0.0 /10

Initially very promising, but recently quickly deteriorating

Avaliado em 12/11/2020

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1...

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1 day, 1 week, 1 month, 1 year, 10 years - you get the picture. I have been raising this issues for a long time now and was today told that it may never be fixed. This is but one example of a clear failure to even understand the topic and the issue at hand. Clio was not like this before, so I suspect that something has changed at the company. Perhaps critical people leaving (and I have noticed that some people have left), perhaps financial difficulties, perhaps something else.

Overall, if I was asked a year ago about Clio, I would wholeheartedly recommend it. Currently, it would only be prudent to recommend to avoid it, at least until the situation at Clio changes, if it does change.

Vantagens

Clio could be, and indeed was for a long time, a fairly good and overall well featured application. As with any application, it did not have everything covered, but was slowly improving and adding features. In other words, it was a decent application that was getting better.

Desvantagens

As of few months ago, Clio, put simply, started going backwards, and fast. Features that existed for years and worked perfectly, were either intentionally removed or broken and no longer worked. The number of bugs has increased exponentially. I used to discover a bug once every few months in the past. These days, almost every day I have to report new bugs or follow up on the existing and unresolved ones. In the past, any reported issues were addressed and resolved quickly. Now, you still get emails in response, but the emails are more of the scripted/lip service type and most issues do not get resolved at all, including critical issues relating to basic features that used to work fine in the past.

As I am not an insider to Clio, I am not sure what the reason is, but from many recent interactions with Clio support and their answer, it seems to me that there is no one at Clio who has their hand on the pulse or any control over the "technical team" or the "development team". From responses I get, it sounds like the "developers" run the place and if they do not think that something is important, it will not get done or fixed. To give you a concrete example, an important financial report was working fine in the past and, as one would expect, it was showing the period to which the report relates. Some months ago, when "updating" that report to a "new" report, they removed the period of the report field, so, believe it or not, the report now does not show which period it relates to

Edward D.
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Clio is a Must!

Avaliado em 11/12/2020

Overall, the best time and billing software out there. I have demo'd several and Clio was the ...

Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.

Vantagens

Generally Clio changed my practice. The software makes it easy to access critical data which is right on your dashboard, such as billing goals (day/month/year), A/R, actually vs. targeted billing, client and matters, just about everything a lawyer needs at his or her fingertips to make billing easy and efficient.

Desvantagens

Sometimes, rarely, I find that info I need or a function I would want cannot be done which makes little sense to me. Also constructing Bills is more cumbersome than it needs to be.

Bert S.
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 3.0 /10

Passing the blame....

Avaliado em 08/09/2020

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's...

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?

Vantagens

I thought everything was integrated and intuitive.

Desvantagens

Always something that seems like a simple question but impossible to find the answer. The live customer service has mislead us on two or more occasions.

Exibindo 5 avaliações de 1.152 Leia todas as avaliações

Perguntas frequentes sobre o Clio

Abaixo estão algumas perguntas frequentes sobre o Clio.

O Clio oferece os seguintes planos de pagamento:

  • A partir de: US$ 39,00/mês
  • Modelo de preços: Assinatura
  • Teste Grátis: Disponível

Não temos informações sobre os recursos do Clio.

Os clientes habituais do Clio são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O Clio está nos seguintes idiomas:

inglês

O Clio é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O Clio se integra com os seguintes aplicativos:

Box, Chrometa, Dropbox Business, Fundbox, InvoiceSherpa, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, RightSignature, Xero, Zapier

O Clio oferece as seguintes opções de suporte:

Email/Help Desk, Base de conhecimento, Suporte por telefone, 24 horas por dia (representante ao vivo), Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para Clio.