Avis clients sur Clio

Un outil très fiable

Avantages :

Clio est un outil confortable et très fiable, spatieux, agréable et bien équipée disposant de plusieurs modèles innovantes.

Inconvénients :

Il n'y a rien que je n'apprécie chez Clio pour le moment

Meilleur logiciel de gestion

Avantages :

Clio permet de gérer des dossiers juridiques, facturation et facturation

Inconvénients :

Clio n'a pas d'inconvénients selon mon expérience depuis fort longtemps mais le prix est élevé

Fantastic Practice Management Solution

Avantages :

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Inconvénients :

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

I highly recommend Clio to any practice

Commentaires : I have been very happy with Clio. I think it really streamlines everything. I am particularly happy with the billing and invoicing features.

Avantages :

I like the ease of use. We were able to switch over seamlessly with no issues. We were ready to go on day one of launch. It is intuitive and easy to use. We used our previous software for 20 or more years and we were able to switch over with no issues. Everyone in our practice has been able to transition with no issues.

Inconvénients :

The only issue I have with Clio is when using it with Quickbooks, when you create a check in Quickbooks with multiple matters on the payment it ports it over as one expense and you have to then separate it out into the different expenses for each file. It creates a situation where you have to put the entries in twice. I think this is a Quickbooks issue more than a Clio issue, however the problems remains that same.

None Better and the support is legendary!

Commentaires : Amazing, wonderfully efficient, and effective...

Avantages :

All of it. Brilliant from start to finish, it works beautifully.

Inconvénients :

The cost is higher than what we would hope it could be.

Poor choice for legal accounting

Avantages :

Their website and sales team promised that Clio would live up to expectations.

Inconvénients :

It does not integrate at all with accounting software as promised. This makes it an overpriced file management software.

Excellent customer service

Commentaires : Excellent

Avantages :

Support 'Live' is actually live - always available and always helps! This is important because with other companies you're usually on hold on the phone for a long time and then when the do answer - the take a message and 'refer you to the right team' - you're stuck on your task until they call back. When they call back, the caller tells you what to do but can't show you - that's another team. In my working day - its vital that support is given there an then so you can move on.

Inconvénients :

Integrating it and setting up - this is very time consuming. It would be useful to have I suppose when migrating a one2one live support - somebody spends a day at the firm and sorts all this out. Templates, billing everything you need to get started. That would've been rather helpful.

Love Clio! The best possible customer service experience!

Commentaires : Clio helps our team to work with our clients collaboratively and with transparently in real time!

Avantages :

The service is wonderful, easy to use and very intuitive! The customer service department is always available to assist with any issues and love Clio Con!

Inconvénients :

There are intermittent service access issues.

ClioCon23

Avantages :

ClioCon23 has been a very impressive event and has been worth every minute. As a first time attendee, I was struck by the number of current Clio clients that are drawn to the community searching for ways to learn about additional features that help them drive client outcomes, operational excellence and profitability. I even met an attorney on a competitor’s software that was drawn to the thought leadership discussions and best practices. The conference vibe was conducive to authentic networking and I can’t wait until next year in Austin.

Inconvénients :

Looking forward to future releases of more robust reporting and analytics.

Leading CRM Software

Avantages :

I love the ease of use and friendly interface of Clio. It's a live and web platform. Very fast and smooth.

Inconvénients :

The system is very powerful and you are able to add custom fields to measure specific KPIs but the reporting (extracting) such data is not as simple.

Great legal software

Avantages :

Clio is very easy to use. Customer service is wonderful and very helpful. Very easy to use for billing. Lots of functions to create professional invoices. Clio Desktop Drive is a great case management software, utilizing files saved in iCloud storage. Clio has a good app for the phone for data access, time keeping and other features. I recommend it.

Inconvénients :

The integration with QuickBooks or bank software was not comprehensive. The operating account has to be manually updated to match the bank account.

Superior Product

Commentaires : Very positive

Avantages :

Ease of use and functionality. It cut our bookkeeper's time to process bills exponentially.

Inconvénients :

I can't think of anything else I would want or need.

Review of Clio use and functionality

Commentaires : I have been able to delegate more to my support staff by using the different scheduling and tasking features without giving up on my oversight, since I can verify overdue tasks and completed tasks. Also, my staff has been able to manage my calendar through the case and firm calendar features which allows me to draft more and be able to schedule more hearings. I am in and out of the office most days and the cloud-based aspect of this software and mobile app allows me to keep track of my schedule, access my matters, and contact clients as needed. Overall my experience has been excellent; I moved from using 4-5 programs and apps to manage my practice, to using 2 because of the integration in the Clio suite. I have recommended this software to several friends and have help to train some of them on the basics while they were feeling it out.

Avantages :

I like the fact that there are different levels of cost for the need of your business. I started with one user on the lower tier, then moved up to include more options and added a user. I like the fact that not only does it provide billing and payment integration, but, at the time I upgraded, it included the monthly cost to use Law Pay (which I have also found helpful).

Inconvénients :

I feel there are some personal preferences I would like to use in my reports viewing and accounting. But there was a recent revamp rolled out a few months ago that did address some of my needs. Admittedly, although I have used the product for almost 4 years now, I have not watched all the tutorial videos or called with all of my specific questions, even though with the boutique package there is a dedicated help line.

Clio is a mixed bag

Commentaires : The worst is retainers. Without being able to customize my email message globally, I can't use the trust payment request. It just confuses clients. Did I say hours and hours and hours? I will say that their service is fabulous. However, they keep making new abilities that to me are inconsequential compared with retainers. Oh, and not having global text snippets? How hard can that be? I have to go to 8 different users if I add something. Really a waste of time. Fix the real stuff. Then add bells and whistles.

Avantages :

I love that billing is so much easier, that my team can enter time remotely.

Inconvénients :

Clio was not developed by any sort of accountant. The reports are lacking, you can't memorize reports, everything within the software isn't consistent (like using the term everyone one place and all users in another place). The reports are inconsistent with what you can filter by on each report. There are still things where my account names are redundant - like Johnson - Divorce: Divorce. The biggest gripe I have is about replenishing retainers. The retainer replenishments don't get printed on the bill - I know it is because clio payments won't let you make a combined trust/legal fee payment, but they could have one link for anything owed and another link if a replenishment is due. Really - we webt to the moon 50 years ago but we can't figure this out? I spend hours and hours dealing with contacting clients to replenish. Also, way you enter into clio is clunky. I have to pick up my mouse all the time. It needs to be more like quickbooks entry. You never have to pick up your mouse.

Fantastic product!

Commentaires : The experience has been great. The support team is very helpful and made getting set up a quick process, and they've helped solve several operator-error problems along the way. We don't yet use the full capability of what Clio can do, but it's nice to know we have room to grow our practice without outgrowing the software that helps us manage it.

Avantages :

Clio easily tracks time and expenses, keeps client and matter details organized, generates invoices, and gives us reports that help track our firm's growth. It is easy to learn, easy to use, easy to customize to our practice, and has very helpful and responsive customer service. Since it's cloud based, we can also work remotely as needed. Very glad to have Clio!

Inconvénients :

I like most everything about Clio except that it can be slow if our internet service is being slow (not Clio's fault, but it comes with being cloud-based). Every once in a while I find a glitch that frustrates me in creating invoices. Usually, though, chatting with customer support online leads to a) their showing me how to solve my problem, or b) the problem being sent to tech support for fixing in Clio's system.

All I Need

Commentaires : Terrific, a true game changer!

Avantages :

Clio provides an all in one suite of applications that are necessary for my law firm to operate. We used to rely on a stand-alone billing software program for our billing and time-tracking. Of course every computer or user we added cost us more money on top of the software itself. When the software became outdated and no longer supported, we had to purchase the latest version. We also relied upon emails to assign tasks, and give each other messages about the cases we were working on together- without a centralized location for the team to track and review each other's notes and progress, each member had to rely upon their own notes, memos, emails, etc. This was inefficient and time consuming. Another fun part of my day was searching for contact information of opposing counsel on particular matters. Often times I would search emails, review the documents on a case, or review documents in the file to get the contact information I needed. Calendaring was also an administrative hurdle. Entering dates in a separate software system led to disorganization, and required jumping around from one program to another to manage information and learn where attorneys were supposed to be. Clio puts all of these functions , and more, under one roof. It has made the work flow in my law firm seamless, efficient, easy, and organized. Clio does it all, and I am truly grateful for this product.

Inconvénients :

I would like it to be easier to review the billing entries of other users in real time.

One of the first users of Clio and still give five stars.

Commentaires : Overall experience has been fantastic, and I have no intentions of ever-changing software. I will retire using Clio. Clio, along with Clio Grow, has enabled us to develop a smooth process for evaluating potential new clients using an intake questionnaire and customizing a pipeline.

Avantages :

It's too difficult to describe what is best, I could not manage my practice without this software. It is incredibly user friendly and easy to learn. I use pretty much all aspects of the software on a daily basis and have been using it for more than 10 years. My practice has grown from just one attorney, me, to now four along with paralegals and clerks. Clio has made the growth seamless.

Inconvénients :

I don't have any complaints whatsoever. The software has been essential to my practice in all ways.

The Future of Cloud Computing in the Legal Industry

Commentaires : Clio has been really helpful organizing a small solo practice and getting that attorney up and running, and then expanding their practice accordingly. It's a great, central location for file management, and being able to use Quickbooks and Clio for billing is spectacular. Clio's client support is stellar, and that is worth a LOT when it comes to case management. Overall, Clio is an excellent choice, and even with my complaints, I do believe it is the standard for the future.

Avantages :

I really do believe that Clio is the future of legal cloud computing and practice/file management. It's a functional piece of software that allows attorneys and legal staff to manage cases with ease. There are a few things that I find to be useful with Clio: 1. Clio integrates with tons of other software options, including Grow (a CRM management tool). Keeping things "in the family" is really useful and speeds up management. 2. Clio's billing functionality is really nice. It's one of the more functional back end management tools I've seen, and I really like the way it works. You can integrate it with Quickbooks for easy accounting, which we really appreciate and which looks great on the user end (for clients, when they receive bills). 3. Clio sports a really professional interface, which just looks nice when you're working. It looks grown up and sleek, so if someone peeks over your shoulder or you're working while in the vicinity of clients, it doesn't have a preschool feeling to it. 4. Most important - Clio's customer support is incredible. Have an issue? There are videos you can watch, or people you can talk to. They will literally stay on the phone with you for hours as you troubleshoot issues together, or learn something new. Top notch, seriously.

Inconvénients :

I do have a few gripes about Clio. If these were addressed, it would get a 5-star rating from me: 1. Mouseclicks. Clio requires so. many. mouseclicks. It is infuriating at times. I realize this sounds stupid, but over time, they add up. I am a huge fan of efficiency, and Clio is one of the most inefficient programs I've used. 2. Workflows. I really enjoy using workflows to track various projects. Clio sucks at workflows. A complete rework of how they approach them, and how they look for interface with the staff who are responsible for executing, would go a LONG WAY toward making Clio a more useful application. I think workflows are really the topic that causes Clio to lag behind other software out on the market. I would like to see something in place that allows a user to create a workflow, move tasks around in the list, add subtasks to tasks, and assign triggering dates, secondary dates, etc. It would also be useful to be able to assign various tasks to various users. Until that's in place, I'll be sad about using Clio. 3. A central location for performing various functions. Clio does have a left-hand toolbar that allows you to do SOME things, but not ALL things. It would be good if, from the left-hand menu, I could do each discrete thing that I can do in Clio by clicking a mouse a zillion times. Once that happens, I'll be happier. 4. Document management. I'm out of room, but it is not idea. Too much downloading/uploading. Dropbox is better (for collaborati

Changed my practice

Avantages :

Clio has been a game changer for my practice. Before I would write my time on a sheet of paper (sometimes any paper within reach) and hope it got entered at some point before the end of the month. Now, I immediately enter my time either on my computer or iPhone. A phone call, client conversations, anytime I work on a file it immediately gets entered into Clio. At the end of the month, Billing is a breeze. I am able to see all of my Billable Clients for the month and with a few clicks, they are all sent out by either email or Clio Connect. My clients can pay with their credit cards, and many times they have paid overnight before I even get to the office the next day. I remember when I first switched to Clio about 80% of my accounts receivable paid within the first week. My clients also like the billing detail with separate time, attorneys, and expenses. I have been able to create custom invoices to comply with some of my government contracts, which require invoices to look a certain way. We are also big fans on the integration with Office365. The software automatically creates a client folder on OneDrive when a new matter is opened. This has been a huge help in keeping everyone working on the same files and storing documents in the correct client folder. Also, the Outlook plugin has been great to keep all emails received and sent copied to the client's matter. I do not know how many times I have easily found an email related to a client matter.

Inconvénients :

I wish there was better integration with Infusionsoft (now Keap). There is a way to connect using third parties, but it would be nice to only enter client information once.

Clio has changed my life!

Commentaires : My CFO's timed has been freed up tremendously because we now bill with Clio and she does not have to enter time from all users into a similar computer software. We all can work from anywhere and capture our time with the Clio app! Love it!

Avantages :

I love the functionality of Clio, and how we can manage time for each user on multiple devices. I not longer have to keep up with my start time for a task, my completion time, the calculation with what portion of an hour was teh time, or completing timesheets for a billing professional to then enter into a software to generate client invoices. Additionally, the billing process has been simplied and can be run from any computer. Further, the ability to keep up with each staff member's productivity is AWESOME! Clio has definitely changed my legal life!

Inconvénients :

Getting acclimated was sort of difficult because my rep was new at the time. The regular support team helped us with the remaining onboarding.

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Best all-in-one solution out there

Commentaires : 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!

Avantages :

- 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.

Inconvénients :

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.

Review of Clio From Attorney Owner At Small Firm

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Fantastic value, modern software, steadily improving features

Commentaires : I've been using Clio since 2011 to help me run my solo practice. I use it primarily for calendaring , time tracking, and billing. Those features are fantastic. Almost all of my billable time is calendared, and Clio lets me add time right to those events and assign it to a matter right from the calendar. I cut my administrative time to bill clients by 40% the first time I used Clio, and it's now down roughly 90%. I love that Clio lets me use third-party software with it rather than forcing users to rely on less convenient built-in solutions. For instance, Clio creates a folder for each client and matter for me in Box.com where I can work on my clients' documents using the rich feature set of Box. Clio Documents is okay for sharing with Clients, but there's no way they could replicate Box. There are two things I really wish Clio would improve. First is the ability to natively support joint representation. I do some consumer bankruptcy work, and many of my cases are joint petitions. The Clio solution is to add one of the joint parties as a 'related party'. Strictly speaking, this is not a related party, but my actual client. I can note the relationship type, so it works okay for conflict checks, but I'd rather the software reflect the real legal relationship. The other has to do with transaction tracking and integration with bookkeeping software. Maybe I just need to learn how to do this better, but I end up doing double work in Clio and Quickbooks for expenses and trust accounting. Bills and payments integrate, but the details, which are important for accounting disclosures, are manual in Clio. All in all, Clio continues to be the best option for me. I'm very mobile, so a SaaS/Cloud solution is absolutely required. The features were very basic when I started using it, but the folks at Clio are constantly releasing new functionality, improving existing functionality, and integrating new useful apps. Oh yeah, I'm a bit of a tech geek, so having access to an open API is extremely tempting to me. I've done one integration with Zapier, and I have some ideas for other things I might do directly with the API. Highly recommended.

Avantages :

SaaS platform, integrations with useful software like Box.com and NextChapter (bankruptcy service), comprehensive workflow features

Inconvénients :

Detailed expense accounting is cumbersome, joint representation is not natively supported

Clio Is The Best

Commentaires : I have not had a single issue with Clio. I have used it now for three years. My bills look sharp and the time/activity record keeping is flawless, which helps when I have to push to get paid. The trust accounting is redundant and airtight. I am looking forward to developing my practice and I know that Clio is expanding its range of functions at a rate faster than any of my needs. Clio is leading the industry in coordinating with third party vendors (Lawpay, Outlook etc) to make Clio even more functional and efficient.

Avantages :

There is much to like about Clio. Their customer support is first rate and comprehensive. For example, learning to manage trust accounting and the creation of regular client invoices are critical and time sensitive activities. During my first year with Clio, I would call customer service at the end of each month as I encountered small mistakes I made in billing or accounting. Clio was always there willing to patiently walk me through my steps to help me fix my errors. The billing and accounting features are redundant and it is almost impossible to make a mistake that cannot be fixed. Time entry is simple and efficient.

Inconvénients :

I love the ease of use with respect to creating bills and managing trust accounting. On a different level, I have confidence that Clio is on the cutting edge of technology and software developments. As is evidenced by their annual conference, Clio is a leader in the industry. My investment in time learning this platform will continue to pay dividends as I mature as a solo practitioner. I am a veteran litigator but I recently opened my own practice. Clio has been the one indispensable tool to my new practice.