
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: 11 - 50 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 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.
- Setor: Escritório de advocacia
- Porte da empresa: Profissional autônomo
- 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 1.0 /10
There has to be something better; going downhill for solos
Avaliado em 09/02/2017
I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small...
I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small practice firms. It has increasingly become more cumbersome and takes longer to calendar and bill than I would like. The interest feature on the billing can only calculate simple interest. Once you enter the interest formula, there is no way to disconnect it so you are left to manually delete all of the entries. They have changed the billing process from a process that once took about an hour to taking about 3 hours. A bill is generated and placed under the Draft tab, you can view it, edit it, submit it for approval (a waste of time for a solo), or approve it - so I view it, see it needs to be edited, and click on edit, the bill comes up for editing, then once you've completed it, you hit Approve - and nothing happens which is new - you either can hit the go to bills Awaiting Payment link, or click on the Awaiting payment screen -- from there, you are forced to sort through all of your accounts receivable to find your newly edited bill. Once you find the bill, then you can Receive Payment from the trust account - but be careful since if your client has $500 in trust and the bill is $1000, the trust payment will pop up $1000, which you know is inaccurate, so you have to do another edit. Then the bill drops out of view and you either have to return to Awaiting Payment or Paid tabs - search through all of the other bills, find your bill, then you can download it - print it, or save it, and then email it.
If you want to enter a new appointment, you can do so on the calendar, but if you want to create a method to track the new client, you have to go to another tab to set up a matter, you can only input the client's name, not the address, not the phone number, not any other stuff that should appear at this point, in my opinion. Then you add in your number. Then you have to track down the name you just entered and try and add in addresses, phone numbers, email addresses. The process is incredibly time consuming.
Pros: Cost
Cons: Overly rigid, designed for those who have a data processor employee, time consuming, not customer service oriented - was marketed for solos/small practices and this is not the case any longer.
Vantagens
Web based program and cost.
Desvantagens
Rigid, time consuming process. So many things don't work and the process of finding a work around is cumbersome.
- Setor: Serviços jurídicos
- 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
The whole system in one spot
Avaliado em 14/02/2023
Initially, this was a turbo-powered Italian sports car for a novice driver; it had far more tools...
Initially, this was a turbo-powered Italian sports car for a novice driver; it had far more tools than I needed. Over time, we embraced the CRM integration, document integration, and began to leverage processes though the use of CLIO.
Vantagens
We like the CRM/case management integration and the ability to use templates. We have a real estate and estate planning practice, both of which lend themselves to form documents, and we have further customized documents through integration with the CRM component to auto-populate documents.
Desvantagens
My only issue is the way “non-billable” does not get shown on the invoices. I believe it is critical for the client to see this.
- Setor: Escritório de advocacia
- Porte da empresa: Profissional autônomo
- Usado Diariamente durante 6 a 12 meses
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Excellent Tool for a Solo/Small Law Office
Avaliado em 24/02/2023
My experience has been good. Clio is never an impediment to productivity; its more like a helpful...
My experience has been good. Clio is never an impediment to productivity; its more like a helpful assistant that holds my information, knows where to find it, reminds me to do what I said I would do, and makes it easy to bill and collect money.
Vantagens
The Clio team helped me transfer data from my old billing program. Transition was seamless and painless. Clio is intuitive to use. As a solo practitioner I have neither the time for nor interest in hours of admin activity every week. Clio lets me track my work as I go, and provides the framework for organizing information about my clients and cases. At the end of the month I spend only about 2 hours reviewing and sending out bills.
Desvantagens
More flexible report options would be helpful, particularly regarding A/R.
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
- Software de Gestão Jurídica de Empresas
- Software de Acompanhamento de Vendas
- Software de Gestão de Expedientes Judiciais