¿Quién usa Clio?

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.

¿Qué es Clio?

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.

Información sobre Clio

Clio

http://www.clio.com/

Fundada en 2007

Vídeo de Clio
Play
-thumb
-thumb
-thumb
-thumb
-thumb

Resumen de precios de Clio

Clio no tiene versión gratuita, pero ofrece una prueba gratis. La versión de pago de Clio está disponible a partir de USD 39.00/mes.


Precio inicial

USD 39.00/mes

Versión gratuita

No

Prueba gratis

Clio: implementación y asistencia

Asistencia

  • En horario ininterrumpido (atiende un representante)
  • Horas laborables
  • En línea

Implementación

  • En la nube, SaaS, web
  • Móvil: nativo de iOS
  • Móvil: nativo de Android

Formación

  • En persona
  • En vivo en línea
  • Seminarios web
  • Documentación

Funciones de Clio

  • 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

Lista completa de Software contable de fideicomisos

  • Contabilidad fiduciaria
  • Facturación
  • Gestión de calendarios
  • Gestión de clientes
  • Gestión de conflictos
  • Gestión de contratos
  • Gestión de correo electrónico
  • Gestión de documentos
  • Gestión de expedientes
  • Gestión de tareas
  • Notas de caso
  • Seguimiento de gastos
  • Seguimiento del tiempo

Lista completa de Software de administración de procedimientos jurídicos

  • Archivo y conservación
  • Búsqueda de texto completo
  • Control de versiones
  • Controles o permisos de acceso
  • Ensamblaje de documentos
  • Gestión de contratos
  • Herramientas de colaboración
  • Indexación de documentos

Lista completa de Software de gestión de documentos legales

  • Calendario de 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

Lista completa de Software para calendario jurídico

  • CRM
  • Contabilidad fiduciaria
  • Facturación
  • Gestión de calendarios
  • Gestión de conflictos
  • Gestión de contratos
  • Gestión de correo electrónico
  • Gestión de documentos
  • Gestión de tareas
  • Gestón de procedimientos jurídicos
  • Portal de clientes
  • Seguimiento del tiempo

Lista completa de Software para despachos de abogados

  • Facturación automática
  • Gestión de calendarios
  • Gestión de casos
  • Gestión de documentos
  • Gestión de la contabilidad
  • Portal de clientes
  • Seguimiento de gastos
  • Seguimiento del tiempo

Lista completa de Software para facturación jurídica

Alternativas a Clio

Más alternativas a Clio

Opiniones de Clio

Todas las opiniones

Calificación general

4.7/5

Evaluación media

Facilidad de uso 4.6
Atención al cliente 4.8
Funcionalidades 4.5
Relación calidad-precio 4.6

Evaluar software

Comparte tus experiencias con otros compradores de software.

¡Escribe una reseña!
J.p. W.
Attorney
Práctica de la abogacía, 2-10 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5 /5
  • Facilidad de uso
    4 /5
  • Características y funcionalidades
    4 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 4/11/2019

"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.

  • Fuente de la reseña 
  • Publicado el 4/11/2019
Þorsteinn H.
lawyer
Práctica de la abogacía, 2-10 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 28/5/2020

"clio law DATA management"

Comentarios: Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining.
Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log).
clio portal for clients, e sign easy to make form-documents connects to IP phone etc. Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.

Puntos a favor: For us the program has changed everything in the workflow to the better. In our opinion Clio’s forte is how flexible it is. Every law firm has its own different way of organizing workflow and Clio can accommodate for that, at least our whims and quirks which we have abundant of. The program is like potty in your hand. You mold and sculp the program according to your own special needs in the workflow. The only barrier is your own imagination. You decide how information is inserted, in what order and form and how it is presented. You make your own work procedures. You can organize and make chains of tasks beforehand and set the relevant type of chain of tasks to fit the case you are working on. Then, there and now, the future workflow is decided and set for that case.

Contras: You can not copy matters/cases and clients. It is not easy to move data fram TM to clio. We decided not to to it. Integration between outlook calander and clio calander does not work, it is so slow it is not usable. But the integration between google cal and clio cal is excellent.

  • Fuente de la reseña 
  • Publicado el 28/5/2020
Bert S.
Senior Partner
Servicios jurídicos, 2-10 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    4 /5
  • Facilidad de uso
    3 /5
  • Características y funcionalidades
    3 /5
  • Asistencia técnica
    3 /5
  • Relación calidad-precio
    3 /5
  • Probabilidad de recomendación
    3/10
  • Fuente de la reseña 
  • Fuente: SoftwareAdvice
  • Publicado el 8/9/2020

"Passing the blame...."

Comentarios: Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?

Puntos a favor: I thought everything was integrated and intuitive.

Contras: Always something that seems like a simple question but impossible to find the answer. The live customer service has mislead us on two or more occasions.

  • Fuente de la reseña 
  • Fuente: SoftwareAdvice
  • Publicado el 8/9/2020
Ashley M.
Associate Attorney
Práctica de la abogacía, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
  • Calificación global
    3 /5
  • Facilidad de uso
    3 /5
  • Características y funcionalidades
    3 /5
  • Asistencia técnica
    3 /5
  • Relación calidad-precio
    3 /5
  • Probabilidad de recomendación
    4/10
  • Fuente de la reseña 
  • Publicado el 22/3/2017

"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.

Respuesta de proveedores

por Themis Solutions el 23/3/2017

Hey Ashley,

This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions?

- Derek, Clio Community Manager

  • Fuente de la reseña 
  • Publicado el 22/3/2017
Lindsay H.
Administrator
Práctica de la abogacía, 2-10 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    5 /5
  • Facilidad de uso
    4 /5
  • Características y funcionalidades
    4 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Fuente: SoftwareAdvice
  • Publicado el 21/7/2020

"Great software and user friendly!"

Comentarios: My overall experience has been great! They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.

Puntos a favor: I liked how the IT team literally walked me through the entire set-up/integration. To be 100% honest, they recovered & transferred my crashed billing entries from Timeslips into their system. There are so many positives re: Clio software that I cannot pick what I like most; however, the Quick Bill & Payment Plan features are very convenient. Oh, I can't write a review and not mention the LawPay integration. That is also a great feature!

Contras: I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them. I wish Clio had a .pdf that I could hand to every new client. I also wish there were more options re: billing history printouts for the Court. This is VERY important when asking for ATTY fees.

  • Fuente de la reseña 
  • Fuente: SoftwareAdvice
  • Publicado el 21/7/2020