Description de Clio
Clio facilite le quotidien des professionnels du droit dans le monde entier grâce à un des outils intuitifs de gestion du temps, de facturation, de gestion des affaires, des applications mobiles et bien plus encore, afin de rationaliser toutes les tâches depuis la prise en charge du client jusqu'à la facturation. Avec Clio Manage, un logiciel de gestion de cabinet juridique parmi les plus répandus au monde, ainsi que Clio Grow, une plateforme de CRM (Customer Relationship Management) juridique conçue pour vous aider à mieux gérer vos relations client, la suite Clio fournit tout ce dont vous avez besoin pour assurer le bon déroulement de vos opérations, stimuler votre croissance et gérer votre cabinet juridique.
Qui utilise Clio ?
Les professionnels du droit à la recherche d'une solution robuste de gestion de cabinet. Clio propose différents types de licences et une plateforme complète d'outils, ce qui en fait une solution idéale pour les cabinets de toutes tailles et de tous les domaines.
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The best option for our firm
Alternatives envisagées :
Clio is the best option for a solo or small firm law practice
Commentaires : 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.
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.
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
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.
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!
Commentaires : I've used Clio for a decade. It is excellent and reliable.
Time and billing is essential and Clio makes it easy.
The things that I didn't like were all fixed. (e.g., applying trust account balances to costs or fees only)
Alternatives envisagées :
Clio Review 2023
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.
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.)
Commentaires : Love it! So many possibilities, we discover some new application every day
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.
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.
Logiciel trouvé dans
- Logiciels de gestion de la documentation juridique
- Logiciels de gestion juridique des entreprises
- Outils de recouvrement
- Logiciels de gestion fiduciaire
- Logiciels de suivi des dossiers à la cour
- Logiciels d'agenda pour avocats
- Logiciels pour avocats
- Logiciels de gestion des cas juridiques
- Logiciels de facturation pour le secteur juridique
- Logiciels de facturation