
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.
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Avaliações
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- Setor: Escritório de advocacia
- Porte da empresa: 2 - 10 funcionários
- Usado Diariamente durante Mais de dois anos
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Clio is the Leader of the Pack
Avaliado em 09/10/2019
I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with...
I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with the direction they have taken the product and I can't wait to see what else they come up with!
Vantagens
Clio is repeatedly at the top of the charts for available features. Clio is constantly working to improve their service and adding new features and functionality. We have had no problems to speak of. Any issues that we have had have been related to finding a particular option or feature.
Desvantagens
I wish that Clio would support more advanced document generation. At present, it just does mail-merge-type generation. Substituting fields in Clio with a field indicator in a Word doc. I would love to be able to get rid of HotDocs and use Clio instead, but it just can't match what HotDocs can do. The other feature that I wish it supported is the ability for external uses (clients) to fill out forms or data, which can then be stored in Clio.
- 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 9.0 /10
First class tech with even more fist class people behind the scenes
Avaliado em 24/02/2023
Highly recommend it like anything it's only as good as the data the users put into it and quite...
Highly recommend it like anything it's only as good as the data the users put into it and quite pleased in its reliability.
Vantagens
Clio is always adapting to improve and take feature requests into consideration while balancing innovation with consistency of interface and only incremental changes so as to not frustrate the user experience with too many changes all the ones. Beyond the tech, right from the beginning many years ago Clio stood out in customer service in terms of being very responsive, striving to find a solution to every problem where available, and being straight up in simply admitting that they don't have certain features developed yet and it's not available rather than trying to do a sales job or sugarcoat the fact that there will always be limitations in software meeting everyone's different needs perfectly. It's a very stable platform, secure, and the developers are even aware to do any sort of systemwide updates during times of low usage.
Desvantagens
Maybe not so much a specific Clio issue, but rather mostly us as a user limited capacity challenge, there are many integrations and improvements which we could be adapting into our system but have just become stalled in locking the bandwidth. Quarterly or semiannually review (soft audit) of how each business such as ours is using the software would be beneficial with a systems person from Clio providing a couple recommendations of next steps that our group could take that would have a significant impact on better utilizing the tools.
- 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 2.0 /10
Clio Payments is a bad business decision
Avaliado em 05/03/2023
Overall Clio has been great except lately with this huge problem I’m having with collecting client...
Overall Clio has been great except lately with this huge problem I’m having with collecting client payments timely and also that Clio is giving my firm contact info out to all its third party providers. I’m getting frequent sales solicitations about Clio product integrations, by email and phone calls. Not happy about more solicitations and don’t see any way of stopping Clio from encouraging its partners from calling and emailing my firm (wasting resources).
Vantagens
Easy to switch from LawPay. Integrated easily with Clio (but so did LawPay). Supposedly lower fees.
Desvantagens
Terrible turn around time for payments by credit card. 5-7 days! No explanation or customer service for the delays in processing time. Very difficult to switch back to LawPay - they make you schedule an appointment to talk to someone who takes your time to tell you how difficult it is to switch back to LawPay, plus they want you to cancel all your pending payments, which they didn’t require when switching from LawPay to Clio. No regular reporting or monthly statements - you have to figure out the reports on your own and calculate the fees charged yourself and download the transaction history periodically. The fees are deducted first before payments are made, which skews the income tracking for accounting purposes. I.e., the client payments from bills don’t match the bill amount. The customer service representatives have no power and don’t seem to care one way or another, though the sales reps cared about switching you over to Clio payments! Is Clio changing from a great company with real people who are concerned with helping law practices succeed to a mammoth company just concerned with its own bottom line? It’s starting to seem that way.
Resposta do Clio
Hi Dess,
Thank you for taking the time to detail your experience. A Support Specialist has reached out to talk through your concerns in more depth and hopefully resolve them for you.
In the meantime, here is some additional information regarding your feedback.
1. We do not share our customers' contact information with third-party providers. We also strive to only communicate relevant, useful information to our customers. That said, we've clearly missed the mark here and would like to work with you to adjust your communication subscriptions.
2. Clio Payments and LawPay have the same processing times. For both products, you'll typically see credit card payments processed in 1-2 business days*. Here are some resources:
- *Clio Payments Credit Card Processing Times: https://support.clio.com/hc/en-us/articles/4409104905115-How-Long-Do-Credit-Card-Payments-Take-to-Process-with-Clio-Payments
- LawPay Credit Card Processing Times: https://supportcenter.lawpay.com/hc/en-us/articles/360034332251-Credit-card-processing-times
3. With Clio Payments, you have the option to get your transaction fees deducted in one lump sum each month, the same as with LawPay. Here are instructions but our Associate Solutions Specialist would also be happy to adjust that for you: https://help.clio.com/hc/en-us/articles/9285813698075-Clio-Payments-Fee-Schedules
Overall, we want you to know that we care deeply about the success of each of our customers. And we do not intend to make any of your requests more difficult than they need to be. We look forward to speaking with you and utilizing your feedback in our continued endeavour to provide the best-in-class service.
- 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 9.0 /10
Great all around product with open API
Avaliado em 24/02/2023
Clio has been great and this is likely the last case management software we will ever use.
Clio has been great and this is likely the last case management software we will ever use.
Vantagens
There is no such thing as a perfect legal case management software. There is nothing that is going to do everything the way you want it and Clio is no different. However, clio has numerous thrid party integrations. If this software doesn't do something there is probably something else out there that will fill in the gaps. However, what really makes clio great is its easy to use Open API. I have a saying with automation. Where there is a will there is a way and this API makes that possible. If there is something you want to have done or want to automate Clio's open API makes it possible.
Desvantagens
There reporting could use some work although they have made some improvements. Some of their bigger improvements can take a lot of time. However, there are always making consistent and regular improvements. It does seem like at times they will make a partial release but complete release or complete functionality can take a back seat.
Alternativas consideradas
MyCaseRazões para escolher o Clio
Amicus Attorney got bought by Abacus Next and service went downhill. There were MANY improvements that were needed to the product but they were slow to update and there were a lot of integrations and features missing. I switched to clio because I knew I could get it to do what I wanted within reason by use of integrations and their open API.Razões para mudar para o Clio
The easy to use open api and robust list of thrid party integrations- Setor: Escritório de advocacia
- Porte da empresa: 11 - 50 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
Clio has revolutionized our practice
Avaliado em 14/02/2023
Clio allows us to manage our cases and generate revenue from anywhere at anytime. It also allows...
Clio allows us to manage our cases and generate revenue from anywhere at anytime. It also allows our clients to have access to their files and participate in their cases in a way that wasn't possible before. Clio is user-friendly, it's constantly developing and improving, and the customer service and tutorial videos and articles are very helpful.
Vantagens
I was first introduced to Clio eight years ago at the ABA Tech Conference. I knew from the moment I saw it that it would revolutionize our practice, allowing us to work from anywhere yet stay on the same page, streamline our management of cases, and make the process easier for our clients, from following their case to being able to pay invoices online or through their phone. And I was right. Clio has done that for us and more.
Desvantagens
Document Management was something that was missing for a long time, but Clio is improving there too. We hope to be able to get rid of our current document management system and transition to Clio Drive soon.
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: 39,00 US$/mês
- Modelo de preços: Assinatura
- Avaliação gratuita: Disponível
P: Quem costuma usar o Clio?
Os clientes habituais do Clio são:
Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000
P: Em que idioma o Clio está?
O Clio está nos seguintes idiomas:
inglês
P: O Clio é compatível com dispositivos móveis?
O Clio é compatível com os seguintes dispositivos:
Android (celular), iPhone (celular), iPad (tablet)
P: O Clio se integra com quais outros aplicativos?
O Clio se integra com os seguintes aplicativos:
Box, Chrometa, Dropbox Business, Fundbox, InvoiceSherpa, Lawyaw, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, RightSignature, Xero, Zapier
P: Que nível de suporte o Clio oferece?
O Clio oferece as seguintes opções de suporte:
Email/Help Desk, Base de conhecimento, Suporte por telefone, Assistência 24/7, Bate-papo
Categorias relacionadas
Veja todas as categorias de software encontradas para Clio.
- Software de Faturamento Jurídico
- Software de Contabilidade Fiduciária
- Software de Faturação
- Software de Gestão Jurídica
- Ferramentas de Gestão de Casos Jurídicos
- Programas para Gestão de Documentos Jurídicos
- Software de Calendário Jurídico
- Software para Gestão de Falência
- Sistemas CRM
- Software de Gestão Jurídica de Empresas
- Software de Acompanhamento de Vendas
- Software de Gestão de Expedientes Judiciais
- Software de Direito da Família