Opiniones de Clio

Clios

Puntos a favor:

Clios es veloz,rapido,facil en la carga de los datos

Contras:

No deja almacenar muchos datos y informes

Clio is the best option for a solo or small firm law practice

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Clio - A Necessary Application for Law Firms

Puntos a favor:

Clio makes it easy to manage a case beginning to end. All of the client information is contained in one place. We can work on documents right in Clio and share documents to the client through the Clio Portal. Clients can safely upload their documents to us via the portal. We can communicate with clients through the portal or text messaging right in Clio. The Clio Support team is very helpful and has taken our enhancement requests back, some of which have already been implemented. We are able to keep everyone at the firm on track by using the task feature of Clio. There is no more wondering what is happening in a case because everything is tracking and tasked.

Contras:

Our clients pay a monthly payment until their flat fee is paid in full. My current enhancement request is for Clio to have payment plan details written out on the client invoice. Currently we have to type this information out in the footer notes.

Clio is the best!

Comentarios: I've used Clio for a decade. It is excellent and reliable.

Puntos a favor:

Time and billing is essential and Clio makes it easy.

Contras:

The things that I didn't like were all fixed. (e.g., applying trust account balances to costs or fees only)

Clio Review 2023

Puntos a favor:

I liked that out of the box, it was very easy to implement and get started. When we first started with Clio, all of our practice management was done via paper and handwritten. Immediately, Clio made it easier to find cases and keep track of all the different matters. I like that we can accept payments and it will automatically close out bills. With the addition of Clio Portals, it makes it much easier to communicate with clients and keep everyone involved on the same page.

Contras:

After the out-of-the-box implementation, there is not much to improve our workflows. I would like to see some enhancements that allow users to break from the same workflows and have logic and other efficiency tools for their practice. Not all law firms only practice in one area, and it would be nice to have the ability to have a matter format for a practice area when that practice area is selected. Once the practice area is selected, it should be able to only show areas that pertain to that practice area, reducing the errors of missing information or having the wrong information. I wish that Clio Payments could have similar functionality as LawPay, allowing refunds on trust payments. I do not like how restrictive the software is when trying to create different fields and areas that work best with our firm. It would be nice if emails could be built into Clio so that we are not having to search back and forth. I would like to see Clio Manage and Clio Grow merged, and some of the features of Grow enhanced into Manage. (Scheduler, workflows, etc.)

Pros/Cons

Comentarios: Love it! So many possibilities, we discover some new application every day

Puntos a favor:

I like the fact that you can easily add and delete things. I know this sounds silly but our last program did not allow things to be deleted easily and it really made it difficult to correct errors or add important information.

Contras:

The difficulty of adding Clio grow to the calandar. It's not the same as Clio Manage and I can't text reminders in the same way.

Best in cloud-based practice management software

Comentarios: Overall, using Clio as a practice management software empowers law firms to streamline their operations, improve efficiency, and deliver better client service. It enables effective collaboration, simplifies time tracking and billing, enhances document management, and provides valuable insights for informed decision-making.

Puntos a favor:

Streamlined Workflow: Clio helps streamline the entire workflow of a law firm. It centralizes case information, documents, calendars, and tasks, making it easier to access and manage all aspects of a case from a single platform. This saves time and reduces the chances of errors or oversights.Improved Productivity: With Clio, law firms can automate repetitive tasks and streamline administrative processes. This allows lawyers and staff to focus more on billable work and providing quality legal services. The software also offers time tracking features, ensuring accurate recording of billable hours.

Contras:

Cost: Depending on the size of the law firm and the specific features needed, the cost of using Clio can be a significant factor. The pricing structure is based on a subscription model, and the cost can increase as the number of users or required features grows. Smaller firms or solo practitioners with limited budgets may find it challenging to afford the software.Learning Curve: Like any new software, Clio has a learning curve, especially for individuals who are not familiar with practice management systems. It may take time and effort to fully understand the features, functionalities, and best practices for implementing Clio within a law firm. This learning process can temporarily impact productivity.

The best cloud-based legal practice management software

Comentarios: Overall, Clio is a comprehensive and powerful software that can help law firms streamline their workflows, increase efficiency, and improve profitability, all while providing excellent service to clients.Overall, Clio is a powerful and comprehensive legal practice management software that can help law firms improve their efficiency, increase profitability, and deliver better service to their clients.

Puntos a favor:

Reporting and Analytics: Clio's reporting and analytics features provide valuable insights into the firm's performance, allowing lawyers and staff to make data-driven decisions.Integrations: Clio offers integrations with a variety of third-party applications, including accounting software, payment processors, document management platforms, and more, allowing users to customize their workflow and improve efficiency.Security: Clio uses bank-grade encryption and secure data centers to protect user data, ensuring compliance with industry standards and regulations.

Contras:

Learning Curve: Like any new software, there may be a learning curve for users who are not familiar with Clio or cloud-based practice management software. This can require additional time and resources to train staff and get up to speed.Dependence on Internet Connection: Since Clio is a cloud-based software, it requires a reliable internet connection to function properly. If there are internet outages or slow connections, this can impact the user's ability to access and use the software.

Excellent Wrap-Around Product

Puntos a favor:

Clio is a single software solution for law firms. The onboarding process is smooth thanks to the helpful team of trainers. The software is intuitive, so there is not a large investment of time for training. We could not be happier.

Contras:

Clio has allowed us to replace most of our other software, because it is a wraparound management system. The only notable exception is accounting. QuickBooks is still preferable to Clio's accounting widgets.

Great Legal Case Management System

Comentarios: Awesome!

Puntos a favor:

That it integrates so many functions in a sensible way. I only need to look in one place to get what I need for my work.

Contras:

The appearance of our invoice. Somehow, it doesn't look very professional, we couldn't use a high-res logo and there are limits in the extent to which we can change the format.

Clio has it all!

Comentarios: Phenomenal! This program does it all, helps with time and document management, bookkeeping, and bill payments.

Puntos a favor:

Clio has allowed our firm to streamline the case billing and task management seamlessly. It has saved us so much time with the document and financial integration that it has paid for itself! I recommend the Clio U to learn about all the amazing features being offered!

Contras:

Clio is amazing and I have no complaints or recommendations.

What I Like Most About Clio

Comentarios: Clio had a long learning curve. That said, any software that has wide capability will have a long learning curve. However, the support team has been very helpful. It does not work for me to try to read articles to learn how to use the system, I appreciate being able to get someone on the phone or on chat who can simply show me how to do what I want to do.

Puntos a favor:

As a solo practicing attorney for almost a quarter century, tracking time, preparing and sending out bills has been my least favorite activity, and the place where I have lost revenue and had upset clients. My experience is that clients don't appreciate it when bills are sent timely or when they receive billing after six to twelve months of work - they really prefer regular billing. Clio has revolutionized the billing and collection part of my solo practice environment. Now that I have learned how to create clients and matters and to input time, it is a simple once a month task to create professional monthly client bills which I can print and snail mail, email, or send with the LawPay connection and the client can "click through" the email bill to pay with credit card.

Contras:

I cannot figure out how to set up or use the form template function. When I have tried it does not really work and I have stopped trying to use this. I would very much like to create some form engagement letters. My work is mainly transaction, not so much litigation. At first it was difficult to figure out how to prepare a nice looking flat-fee for a project type bill. However, with the updates I have been able to customize bills to have both hourly fee bills and flat-fee bills.

Best feature set available

Comentarios: Very positive; I love the software.

Puntos a favor:

Clio integrates with so much other software to make your life easier that is just can't be beat. Saving emails via Outlook, generating document templates, collecting e-signatures on engagement agreements—whatever you need, Clio has it. I can also run billing, monitor bill payments, and overall run the entire law firm with minimal effort, minimal time commitment, and with confidence that everything is running smoothly.

Contras:

There are some smaller points that can drive you insane. For example, you cannot customize the look of the emails that go out when you share matters, bill, etc. with your clients. If you—like me—transition from a solo practitioner to running a small law firm, you will eventually need to open new bank accounts. Clio will not let you eliminate the old bank accounts and start from scratch. You can't even force the old bank accounts to be otherwise "invisible" to the system so that you cannot accidentally record money moving into a defunct account. This is a minor complaint, but man does it drive me insane. I also still want to see a task assignment that allows me to set a supervisor for each assigned task.

Easy to use and great support

Comentarios: The overall experience has been an absolute pleasure. I love it! It makes time recording, billing and credit control very straightforward. It sets out the matter and client information in a very simple and straightforward manner. Support is great too which makes a big difference. Everyone who has joined our company has got on with it with just half an hour of general training. Nobody complains about it.

Puntos a favor:

Clio is very user-friendly and intuitive. Even if you do not have experience or training on Clio, there is a certain about of functions which you can work out how to use but by having a play with the system. Time recording is very straightforward and it makes our billing easy.

Contras:

Downsides are: there is no currency conversation; cannot split invoices on one matter (e.g. we have to 2 or more entities responsible for payment say, 50/50, but there is no way of automatically splitting the invoice; no summary front sheet for an invoice.

Why I find a Clio essential

Comentarios: Terrific.

Puntos a favor:

Why I find a Clio essential Is as a sole proprietor of a small business, Clio operates as my check and balance. The small law firm I was at prior to going on my own used Clio and while I do not use all the features because I do mostly appointed work, the features I do use are essential on assuring me I am on top of my game 99.44% of the time.

Contras:

As a very busy person, what I like least about Clio is it operates as a reminder to me that I could probably do a lot more if I ever took the day or two to get all the educated on how to do some of the things I do in a rather long handled manner. I am 60 years old and have been a lawyer for 33 years. I recommend Clio to many of the young lawyers I know just starting out or only a few years in the practice to help them ensure themselves they’re keeping track of their time, their appointments, their clients etc. I point out any problem I’ve ever had with Clio was quickly addressed and fixed and that I couldn’t be happier. I have to tell them that if I was them and had their computer skills and knowledge this thing would operate all necessary prompting for me I have to tell them that if I was them and had their computer skills and knowledge this thing would operate all necessary prompting for me.

Best Decision I made was to make the switch

Comentarios: Easier to manage all aspects of a case with CLIO

Puntos a favor:

Easy to use, customer support is awesome, helpful tutorial videos and great client experience. I have received multiple compliments on the style and ease of paying on-line.

Contras:

It was not syncing with QuickBooks when posting to CLIO but that may have been addressed recently. I need to check with my bookkeeper.

I've used Clio Manage for 6+ Years and Clio Grow for 2+ Years

Comentarios: I've used Clio since opening my own firm. Overall, I'm happy with their products and feel confident that I can get "at a glance" information on my active cases as well as my leads quickly. And, I can dive deeper into any particular matter or contact easily. I do wish they were a bit more tailored to small/solo firm practice - particularly in terms of the time investment in set-up and cost per license.

Puntos a favor:

Clio offers nearly comprehensive lead and case management services. Their support staff is responsive and if you engage them in a conversation about your firm's needs - they are eager to listen & learn. Since I began using it, Clio has steadily widened their offerings that are real value-adds. Their annual conference is a great networking & learning event.

Contras:

Both products, but Grow especially, are very time-consuming in the initial set-up phase. Both products could be more robust for practice areas that don't involve litigation. Their support staff is readily available but in my experience can only assist in solving my issue about 10% of the time. Often some features I view as key are not available and it's hard to determine how the upvoting process of feature requests actually works. The pricing structure is frustrating and could benefit from adding a different tier for restricted or limited users (like paralegals and admins). While all the features and new additions are nice, as a solo practice attorney I often find myself unable to take advantage of them due to the time involved in learning about & implementing them.

Great functionality and awesome customer service

Comentarios: Clio has allowed us all to access information we need from one place and pull customized reports that allow for better business planning. Honestly, it's one of the most user friendly client database software that I've ever used.

Puntos a favor:

What I like most about Clio and it's developers is that when there is a feature you believe would be a great enhancement and you suggest it to them, it seems like not long thereafter you have that enhancement.

Contras:

I cannot think of anything I don't like, honestly.

Clio is an essential part of this law firm

Puntos a favor:

Having direct access to the company, and the developers is a huge benefit to using Clio. If there's something that's not quite right, there's usually an easy fix or workaround, and you don't have to wait around for days or weeks to get a response from support. As far as the software itself, we love the nearly limitless integration ability of Clio, and the fact that they're always adding/improving features, like CourtRules, which is essential to our litigation practice.

Contras:

We've been powered by Clio since 2011, and at the time, subscription software was a new concept, which took me a while to warm up to. Eight years later, however, everything requires a subscription, so this is a non-issue. I can only think of two things that I wish Clio would come up with a fix for: (1) ability to merge duplicate contacts; and (2) bring back the ability to have a less expensive subscriptions for non-attorney users.

Best all-in-one solution out there

Comentarios: It's a major time saver. It's great for billing, keeping tabs of your time, costs associated with a file, trust money for each file, docketing, contact lists, and all the rest. It feels a bit short/incomplete in some areas, but they keep improving it so hopefully that will happen soon. It's still the best damn law practice software out there, and I've searched high and low!

Puntos a favor:

- Easy to use and learn - Easy to show others to use - Really easy billing features - Great organization - The Notes feature is fantastic and replaces any need for docketing and memos to file - The "add time" feature makes it easy to keep track of billings and what's to go on the next invoice - The linking of contacts to files is a time saver - The Calendar is easy to use and does what you need it to - The accounting that exists is great for keeping track of the movement of money directly connected with a file. It has helped keep my trust accounting immaculate. IT also helps me keep track of expenses associated with each file.

Contras:

Clio is fantastic and the best solution I've been able to find, and I've done a lot of searching both before and after buying Clio. That said, Clio seems half finished in some areas and I'm hoping more work will come. - The accounting is adequate, but should go a lot further than it does. I would love an integrated cheque writing program, for example. - I don't know why you can't have more than one client per file. It's a small thing, but it bugs me. I put additional clients in the "contact" list associated with the file, and just pick one as a primary client to list. It doesn't matter, but again, it's a weird oversight. - The firm metrics is a great idea, but it seems half finished. I don't know why, but it doesn't save stuff year to year and just dumps the information. There's also a dramatic lack of ability to customize things. This is frequent in some of Clio's features, such as how to list matters or client names. It's not a deal breaker, but it's a weird thing to not make more usable. Overall, Clio is a fantastic program and I don't know how I'd run my practice without it. It's a lot better than everything else I've tried. I just wish the damn thing integrated with more programs and capabilities, and that they just expanded on it. I think the reason why it's frustrating is because it's so close to being sort of perfect, and they just don't go far enough. Hopefully they'll keep adding to it and raise it to that level! It's definitely worth the buy.

Cleo will solve all your law firm problems

Comentarios: My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful. It has allowed me to free up time that's better spent on creating documents forming businesses etc.

Puntos a favor:

I loved Cleo from the moment a representative gave us an overview of the software and what it had to offer. After that demonstration I couldn't wait to try the software. I love that Cleo allows you to customize the program to your specific law firms needs. There is an enormous amount of ability to customize clients billing and matters. I've never found a software like this one before nor one that allows you so much freedom to make it your own. There are two sections to Cleo Cleo grow and Cleo manage. Cleo grow allows you to enter potential new clients and track their progress as to whether they hire the law firm get referred out or don't hire the law firm. It has saved me from keeping up with two separate spreadsheets which allows me more time to work on important tasks. Once in Cleo grow you can move a client over to Cleo manage once they hire you. Once in Cleo grow everything about your client and their case is all contained on their own individual dashboard. Within that dashboard you can store communications their documents their payment transactions emails billing their time they're expenses etc. And because of the categories you can customize I'm able to enter the important information needed for their particular case and it's no farther than one click away. I have to say the Cleo support and help section is spectacular and one of the best I've ever come across. They have a clear academy which offers training on specific things you can do in the software.

Contras:

The only thing I found so far that I'm not fond of with the software is the flat rate billing. Our Law Firm wants to keep track of the time spent on a case even if it's for flat fee. I'm still trying to find a way to best show this on an invoice and after researching Cleo help section they don't seem to have a real clear method of doing it.

Better for new attorneys

Comentarios: 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.

Puntos a favor:

It's online. The timer can be stopped and started easily.

Contras:

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.

Clio is great for Client Management

Puntos a favor:

Our law firm has tried a few software companies to help us manage our clients and cases and this has been by far the bests. It is not perfect, but it is user friendly and easy for all to use (from lawyers, law clerks, paralegals, to even our admin and secretaries). We do not use the document feature. I use it to track open client matters, add notes to the case, assign tasks to support staff, calendar meetings, track time, hold contacts, and invoice. I really like that Clio constantly is updating to meet their customer's needs and is open to our suggestions on things that would make the software better. I would definitely recommend this software for law firms.

Contras:

I do not like you cannot have two clients to a single matter - we have a lot of husband and wife contacts, so I wish we could connect two clients to a single matter. I use notes constantly and wish there was a way to format the notes like as a word document - highlight, make numbered outlines, add bullet points, change font size, etc.

I shouldn't have to call support every time I use a feature of the product.

Comentarios: Once started I was committed to use it until I have time to find a better alternative. Capterra.com was the primary tool I used to find Clio. I have concerns that the positive reviews are all fake.

Puntos a favor:

Clio has the features I needed. I was fooled by the initial trial into thinking it would be a good fit for my firm. What use is a feature that is so complicated to find, use, and enable that I have to call support or Google how to make it work.

Contras:

Nothing is intuitive, at first it seems like everything is going to work. Clio has all the features I wanted, or at least it seemed like it did. Once I used it for more than just the trial period, using it to manage my trust account, client billing, client communication, it just does not work. After using it for any length of time, the navigation gets tiresome and then frustrating. At every turn I find myself having to Google how to make it work. Sharing a document with a client requires several steps including typing in the client's contact info; instead of just clicking a button for share. Now my client can't enter a partial payment. What the heck? Prior to becoming an attorney I was a software engineer; I would have been embarrassed to put my name on such a product. Frankly, I don't trust the myriad of positive reviews for this product, they can't be true.

Review of Clio From Attorney Owner At Small Firm

Comentarios: I recommend Clio to solo and small firm attorneys. It has a lot of features that you may not use but it is nice to have the option. In spite of its many features, Clio is easy to use. My billing and collections went up when I switched to Clio because logging time and billing is very easy and the gmail feature makes sure I remember to bill for mass of emails I receive each day. My calendar, matter and contact information is available quickly wherever I am. Clio has improved my efficiency and made my work day easier.

Puntos a favor:

Clio is very fast, even when I am accessing the full website on my ipad. I love the new add on for Gmail that allows me to bill directly to Clio from the email and even save the mail to Clio if I want. The program feels modern. The program is easy to use in spite of the many many features. I have three staff members, one under 30, one under 50 and one in her 70s. All three are able to easily use the program. I like the third party apps that work directly with Clio such as Dropbox, Invoice Sherpa , Gmail and Fastcase. Customer service is very responsive and Clio is constantly receiving significant upgrades.

Contras:

Based on all of the options and information available in Clio I am still surprised by the minimal reporting capabilities in the practice management side of the program. The basics are there but in my opinion there are many helpful reports that are missing. Even if Clio does not want to add additional reports, making an option for the user to create custom reports would be a good alternative. Clio added an option to require and maintain an evergreen retainer. That is very helpful, however, you have to send a separate request to the client for the evergreen retainer to be replenished. It would be much more helpful if you had the option to include the evergreen retainer request on the client invoice. My clients get confused when they receive a billing invoice and then on the same day or some days later yet another invoice with a new request for retainer replenishment.