Clio
Software de gestão de casos jurídicos baseado em nuvem
4,7 /5 (1123 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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Clio - Avaliações
Clio - Avaliações
Clio is the best option for a solo or small firm law practice
After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.
Security is lacking for the accounting side. Otherwise it's a very good software.
We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are mostly pleased. I think that most case management software works on the same theory: a contact (person or enterprise) can have several different matters (cases). Like most users, we just want it to work and it does (with the exception of the accounting problem described above).
Clio has so many helpful features and integrations that it could take a year or two just to get a small to medium-size office up to speed with using all the features.
However, UNTIL CLIO FIXES THE ACCOUNTING SECURITY PROBLEM, DO NOT SWITCH FROM YOUR CURRENT PROGRAM.
Passing the blame....
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?
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.
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.
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Clio is the best option for a solo or small firm law practice
Vantagens
The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.
Desvantagens
Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.
Security is lacking for the accounting side. Otherwise it's a very good software.
We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are mostly pleased. I think that most case management software works on the same theory: a contact (person or enterprise) can have several different matters (cases). Like most users, we just want it to work and it does (with the exception of the accounting problem described above).
Clio has so many helpful features and integrations that it could take a year or two just to get a small to medium-size office up to speed with using all the features.
However, UNTIL CLIO FIXES THE ACCOUNTING SECURITY PROBLEM, DO NOT SWITCH FROM YOUR CURRENT PROGRAM.
Vantagens
-It has very robust features and integrations.
- I love that the document repository is built-in and built into the price.
- Tech support is good via chat, so I can resolve issues quickly.
-Because it's the leading player in cloud-based case management, it seems like integrations are more numerous.
-Only on rare occasions have I seen the software go off-line or slow down.
-The outlook and word integrations are robust.
-It's easy to find experts who work with Clio because it's such a significant player. We are now setting up operations with a Clio expert bookkeeper. We could not do that when we used a competitor program called PracticePanther.
Desvantagens
1. EMBEZZLERS PARADISE. Clio's accounting security settings allow anyone who can make a receipt for receiving a payment also to be able to EDIT that payment afterward. So, a dishonest employee could make a receipt for $500 cash, pocket $300, and then go back and edit that receipt to be only $200. Right now are using carbon copy receipts as a workaround, but that's not very professional or 21st century. CLIO, YOU GOTTA GET IT TOGETHER AND FIX THIS.
That same security setting described above also allows users with that setting to see a client's balance before their case is submitted (as a flat fee immigration firm, we want to be paid before the case is finished). Clio supposedly tried to fix this by allowing a balance to be viewed without being able to edit payments but that feature it doesn't work.
2. It would be nice to see a texting feature to verify appointments within Clio. Other cloud-based case management does that. With Clio you have to buy another program for texting.
3. It would be nice if we could see all communications for each matter just by clicking on the contact. It is something that Clio should make as a feature that can be turned on and off. It would work better for our firm because we represent individuals in immigration cases that could have three or four different matters.
Passing the blame....
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.
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
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.
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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, Cyfe, FactBox, InvoiceSherpa, Law Ruler, 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
After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.