¿Quién utiliza este software?

Profesionales de las leyes que buscan una solución robusta de gestión profesional. Clio ofrece diferentes planes de precios y una plataforma completa de herramientas, lo que hace que Clio sea adecuado para empresas de cualquier tamaño o área profesional.


Valoración media

413 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
  • Prueba gratis
    Yes
  • 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

Las mejores firmas jurídicas utilizan Clio: el software de administración de casos que ahorra ocho horas por semana a abogados y profesionales del derecho. Con sus funciones intuitivas de seguimiento de tiempo, facturación, administración de material y más, Clio optimiza todo lo que haces para llevar adelante tu profesión, desde el ingreso hasta la factura. Clio está basado en la nube, por lo que puedes administrar tus tareas de forma segura desde cualquier lugar, en cualquier dispositivo. Y más de 70 herramientas y servicios jurídicos y de otras áreas se integran directamente con Clio. Pruébalo gratis en clio.com.


Funciones de Clio

  • Calendario del personal
  • Gestión de conflictos
  • Gestión de tareas
  • Programación basada en reglas
  • Recordatorios
  • Seguimiento de estado
  • Seguimiento del progreso
  • Temporizadores en función del caso
  • Varias oficinas
  • Contabilidad de devengo
  • Creación de informes de pérdidas y ganancias de recursos
  • Cálculo y validación de gastos
  • Gestión de impuestos
  • Gestión de la conformidad
  • Gestión de recibos
  • Redacción de cheques
  • Seguimiento de actividades
  • Testimonios de clientes
  • Validación cruzada de la contabilidad
  • Facturación de provisiones
  • Gestión de calendarios
  • Gestión de casos
  • Gestión de documentos
  • Seguimiento de cuentas
  • Seguimiento de gastos
  • Seguimiento del tiempo
  • Testimonios de clientes
  • Contabilidad fiduciaria
  • Facturación
  • Gestión de bibliotecas
  • Gestión de calendarios
  • Gestión de casos
  • Gestión de clientes
  • Gestión de conflictos
  • Gestión de contactos
  • Gestión de contratos
  • Gestión de correo electrónico
  • Gestión de documentos
  • Gestión de expedientes
  • Gestión de recursos humanos
  • Gestión de tareas
  • Gestión financiera
  • Historial de casos y clientes
  • Portal de clientes
  • Seguimiento del tiempo
  • Archivo y conservación
  • Búsqueda de texto completo
  • Colaboración
  • Control de versiones
  • Controles de acceso
  • Ensamblaje de documentos
  • Etiquetado de documentos
  • Gestión de contratos
  • Indexación de documentos
  • Bufetes de abogados
  • Contabilidad fiduciaria
  • Gestión de calendarios
  • Gestión de clientes
  • Gestión de conflictos
  • Gestión de descubrimientos
  • Gestión de documentos
  • Gestión de expedientes
  • Gestión de expedientes
  • Gestión de la facturación
  • Gestión de tareas
  • Gestión de tribunales
  • Gobierno
  • Grupos empresariales
  • Notas de caso
  • Seguimiento de comunicaciones
  • Seguimiento de gastos
  • Seguimiento del tiempo

Clio Most Helpful Reviews

Highly motived to get this to work... but it is a nightmare.

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2/5
En general
3 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
4 / 5
Asistencia al cliente
2 / 5
Relación calidad-precio

Comentarios: Clio has tremendous potential. Their support and sales staff are extremely nice people and I feel terrible writing such a poor review of their product. I am concerned that Clio's development staff lacks experience with developing a robust financial accounting system. I feel the current system has been developed by a bunch of very smart people who have never actually run or operated a business. So many of these glitches are just basic. Previous to attempting to use Clio my firm used Quickbooks Online, Google Apps and Google Drive with an internally developed call management system. It worked well for us but the Clio interface was just beautiful! We are paying about a month now for Clio and I regretfully feel I have made a major mistake with this system. My CPA, however, is quite happy with all the new billables cleaning up the mess this system has caused me.

Puntos a favor: Thought was put into the billing and time capture capabilities of the software. Great implementation with Google Drive and the advertising tracking is a brilliant idea. Actually, the entire software package is well designed and has tremendous potential. But...

Puntos en contra: But the implementation of all this is not good. The click flow of the user interface is very cumbersome. Basic tasks require far too many user interactions and it is not streamlined. Reporting is basic and requires .CSV dumps of data to recover meaningful information such as a summary of collections in a month for all staff broken down by time keepers. The Quickbooks implementation is a disaster. Trust Account sync creates a journal entry for each debit/credit to your trust bank account whenever you add funds to trust or use trust account to pay a bill. This is all well and good except that in Quickbooks, journal entries are a separate line in the ledger. That results in two lines in the ledger for each transaction. My firm deposits thousands of dollars into our trust account daily and this quickly generates a maze of transactions in our accounts. Where this is more problematic when we do batch deposits because well we don't have just one client a day. So now when I need to reconcile my accounts I need to then go sum up all journal entries and ensure the accounting is correct. Even worse is when writing a disbursement from Trust it seems that the same journal entry process is used to create the draft. The problem is that I cannot print a journal entry from Quickbooks, so we need to hand write the check. Support tells me the work around for this is to deactivate the sync feature and enter the check in Quickbooks manually. I would write more but Capterra has limited my spa

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

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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.