¿Quién utiliza este software?

Legal professionals looking for a robust practice management solution. Clio offers different pricing plans and an entire platform of tools, making Clio suitable for firms of any size or practice area.


Valoración media

347 reseñas
  • 4.5 / 5
    En general
  • 4.5 / 5
    Facilidad de uso
  • 4.5 / 5
    Atención al cliente
  • 4.5 / 5
    Características
  • 4.5 / 5
    Relación calidad-precio

Detalles del producto

  • Precio de partida
    $39/mes
  • Versión gratuita
    No
  • Implementación
    En la nube, SaaS, web
    Móvil: nativo de iOS
    Móvil: nativo de Android
  • Formación
    En directo en línea
    Seminarios web
    Documentación
  • Asistencia
    Horas laborables
    En línea

Datos del proveedor

  • Clio
  • http://www.clio.com/
  • Fundada en 2007

Información sobre este software

The best run-law firms use Clio: The case management software that saves lawyers and legal professionals eight hours per week. With intuitive time tracking, billing, matter management, and more, Clio streamlines everything you do to run your practice, from intake to invoice.

Clio is cloud-based, so you can securely manage your practice from anywhere, on any device. And, over 70 legal and nonlegal tools and services integrate directly with Clio. Try it for free at clio.com.


Clio Features

  • Case Defined Timekeepers
  • Completion Tracking
  • Conflict Management
  • Multi-Office
  • Reminders
  • Rules-Based Scheduling
  • Staff Calendar
  • Status Tracking
  • Task Management
  • Accrual Accounting
  • Activity Tracking
  • Asset Gain & Loss Reporting
  • Check Writing
  • Compliance Management
  • Cross Ledger Posting
  • Customer Statements
  • Fee Calculation & Posting
  • Receipt Management
  • Tax Management
  • Account Tracking
  • Calendar Management
  • Case Management
  • Client Statements
  • Document Management
  • Expense Tracking
  • Retainer Billing
  • Time Tracking
  • Billing & Invoicing
  • Calendar Management
  • Case & Client History
  • Case Management
  • Client Management
  • Client Portal
  • Conflict Management
  • Contact Management
  • Contract Management
  • Document Management
  • Email Management
  • Financial Management
  • HR Management
  • Library Management
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting
  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Contract Management
  • Document Assembly
  • Document Indexing
  • Document Tagging
  • Full Text Search
  • Version Control
  • Billing Management
  • Calendar Management
  • Case Notes
  • Client Management
  • Communication Tracking
  • Conflict Management
  • Corporations
  • Court Management
  • Discovery Management
  • Docket Management
  • Document Management
  • Expense Tracking
  • Government
  • Law Firms
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting

Últimas reseñas disponibles sobre Clio

Traducción realizada automáticamente. Mostrar la reseña original

I have been so impressed with Clio. There is so much it can do and the customer service is amazing.

5/5
En general
4 / 5
Facilidad de uso
5 / 5
Características y funcionalidad
5 / 5
Asistencia al cliente
5 / 5
Relación calidad-precio

Comentarios: There are too many to mention. I was only looking for conflict management software and didn't know if I needed a case management software because I am a solo attorney that is just starting out. It turns out that Clio does so much more. The timer feature lets you track work on different matters and easily switch to a different matter when a phone rings or interruption happens. You don't lost time. The billing is clean, neat and easy. After that you can move on to so many other options -- document automation, cloud storage, phone logs, email logs, quick and easy email drop. I have been here less than a year and I wouldn't switch. I am so pleased with Clio and how it makes the business end of practicing so much easier.

Puntos a favor: What is best? There is so much. The Dashboard (to see instantly how the I am doing, and for each client so I can see how much time and billing has occurred on each matter and easily find the information I need); Time keeping, invoicing, secured email, email drop (to easily put emails into client matters in Clio and free up inbox space, ) and DOCUMENT TEMPLATES with Custom Fields -- I have automated my engagement letter, a basic client letter, will forms, POAs, etc. It saves so much time. To write a letter and not have to look up an address or block/copy it is so nice. You generate the document and edit to start typing the body right away. It requires work on the front end but in the end it is worth it. Also, the customer service being one click on a chat icon away is great. They are so friendly and talked me through invoicing each month for the first few months.

Puntos en contra: The customer service and training videos are great but sometimes it feels like an Easter egg hunt to find out what all it can do. I spent the first 8 months just keeping time and doing invoicing. I knew it did other things but wasn't sure what and how. Once I started digging around I have been amazed at what all I have found. It has saved so much time and made things for a solo attorney so much easier. I am sold.

Traducción realizada automáticamente. Mostrar la reseña original

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

2/5
En general
1 / 5
Facilidad de uso
2 / 5
Características y funcionalidad
2 / 5
Asistencia al cliente
2 / 5
Relación calidad-precio

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.

Puntos en contra: 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.