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

Preços

A partir de
US$ 39,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Recursos do Clio

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália
Idiomas
Inglês

Media

102538
102539
102540
102541
218631
218653
218654
591937
Clio video Clio video Clio video Clio video 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

Clio - Avaliações

Clio - Avaliações

Classificação geral
4,7
/
5
Excelente
850

Muito bom
213

Regular
29

Ruim
6

Péssimo
8

Relação qualidade/preço
4,6
Recursos
4,5
Praticidade
4,6
Suporte ao cliente
4,8
96% dos usuários recomendam este app
Stephen B.

Fantastic Practice Management Solution


Traduzir com Google
Lindsay H.

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.


Traduzir com Google
Ashley M.

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.


Traduzir com Google
Þorsteinn H.

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.


Traduzir com Google
Patrick H.

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.


Traduzir com Google
Stephen B.
Setor: Serviços jurídicos
Porte da empresa: 2-10 funcionários
Traduzido para o Português

Fantastic Practice Management Solution

Usado Diariamente durante Mais de dois anos
Avaliado em 06/07/2019
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Lindsay H.
Setor: Escritório de advocacia
Porte da empresa: 2-10 funcionários
Traduzido para o Português

Great software and user friendly!

Usado Diariamente durante Mais de um ano
Avaliado em 21/07/2020
Fonte da avaliação: SoftwareAdvice

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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Ashley M.
Setor: Escritório de advocacia
Porte da empresa: 2-10 funcionários
Traduzido para o Português

Better for new attorneys

Usado Diariamente durante 6 a 12 meses
Avaliado em 22/03/2017
Fonte da avaliação: Capterra

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.

Traduzido para o Português

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 4.0/10

Þorsteinn H.
Setor: Escritório de advocacia
Porte da empresa: 2-10 funcionários
Traduzido para o Português

clio law DATA management

Usado Diariamente durante Mais de um ano
Avaliado em 28/05/2020
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Patrick H.
Setor: Serviços jurídicos
Porte da empresa: 2-10 funcionários
Traduzido para o Português

Clio, the best all purpose attorney software, bar none...

Usado Diariamente durante Mais de dois anos
Avaliado em 21/04/2020
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
9,4/10
Baseado em 1.106 usuários
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Preço do Clio

Preço do Clio

A partir de
US$ 39,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço
Relação qualidade/preço
4,6/5
Baseado em 1.106 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Clio

Recursos do Clio

API
Análise financeira
Cobrança e faturamento
Controle de despesas
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de faturas
Gestão da contabilidade
Gestão de conformidade
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Múltiplas moedas
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Processamento de faturas
Registro de auditoria
Relatórios e estatística
Relatórios em tempo real
Recursos
4,5/5
Baseado em 1.106 usuários
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Categorias

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