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.

Description de Clio

Les meilleurs cabinets d'avocats utilisent Clio, le logiciel de gestion de cas qui permet aux avocats et aux juristes de gagner huit heures de travail par semaine. Grâce à ses fonctionnalités de suivi intuitif du temps, de facturation, de gestion des dossiers et plus encore, Clio rationalise toutes vos actions pour gérer votre cabinet, depuis l'accueil jusqu'à la facturation.

Clio est basé sur le cloud, vous pouvez donc gérer votre cabinet en toute sécurité depuis n'importe où, sur n'importe quel appareil. En outre, plus de 70 outils et services juridiques ou non s'intègrent directement à Clio. Essayez-le gratuitement sur clio.com.

Informations sur Clio

Clio

http://www.clio.com/

Fondé en 2007

Ressources d'aide

  • Service de support permanent (réponse directe)
  • Support en horaire de bureau
  • En ligne

Déploiement

  • Cloud, SaaS, web
  • Mobile (iOS natif)
  • Mobile (Android natif)

Formation

  • Formation présentielle
  • Formation en ligne en direct
  • Webinaires
  • Documentation
Vidéo de Clio
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Présentation des tarifs de Clio

Clio n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Clio est disponible à partir de 39,00 $US/mois.


À partir de

39,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Clio - Fonctionnalités

  • Calendrier du personnel
  • Chronométreurs définis en fonction des cas
  • Gestion des conflits
  • Gestion des tâches
  • Planification basée sur les règles
  • Prise en charge de plusieurs bureaux
  • Rappels
  • Suivi de la progression
  • Suivi des statuts

Logiciels d'agenda pour avocats : afficher la liste complète

  • Calcul et validation des frais
  • Comptabilité d'exercice
  • Gestion de l'impôt
  • Gestion de la conformité
  • Gestion des reçus
  • Rapports de gains et de pertes de ressources
  • Relevés clients
  • Rédaction de chèques
  • Suivi des activités
  • Validation croisée de la comptabilité

Logiciels de comptabilité fiduciaire : afficher la liste complète

  • Facturation automatique
  • Gestion de la comptabilité
  • Gestion des calendriers
  • Gestion des cas
  • Gestion des documents
  • Portail client
  • Suivi des frais
  • Suivi du temps

Logiciels de facturation pour le secteur juridique : afficher la liste complète

  • CRM
  • Comptabilité de fiducie
  • Facturation
  • Gestion de cas juridiques
  • Gestion des calendriers
  • Gestion des conflits
  • Gestion des contrats
  • Gestion des documents
  • Gestion des e-mails
  • Gestion des tâches
  • Portail client
  • Suivi du temps

Logiciels de gestion de cabinet d'avocat : afficher la liste complète

  • Archivage et rétention
  • Assemblage de documents
  • Contrôles/Permissions d'accès
  • Gestion de versions
  • Gestion des contrats
  • Indexation de documents
  • Outils de collaboration
  • Recherche en texte intégral

Logiciels de gestion de la documentation juridique : afficher la liste complète

  • Comptabilité de fiducie
  • Facturation
  • Gestion des calendriers
  • Gestion des clients
  • Gestion des conflits
  • Gestion des contrats
  • Gestion des documents
  • Gestion des dossiers
  • Gestion des e-mails
  • Gestion des tâches
  • Notes de cas
  • Suivi des frais
  • Suivi du temps

Logiciels de gestion des cas juridiques : afficher la liste complète

Clio - Logiciels similaires

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Avis sur Clio

Afficher 5 avis sur 1 117

Note globale
4,7/5
Facilité d'utilisation
4,6/5
Service client
4,8/5
Fonctionnalités
4,5/5
Rapport qualité-prix
4,6/5
J.p. W.
Attorney
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 04/11/2019

"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.

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 04/11/2019
Lindsay H.
Administrator
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Source : SoftwareAdvice
  • Publié le 21/07/2020

"Great software and user friendly!"

Commentaires: 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.

Avantages: 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!

Inconvénients: 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.

  • Source de l'avis 
  • Source : SoftwareAdvice
  • Publié le 21/07/2020
Bert S.
Senior Partner
Services juridiques, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    3/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    3/10
  • Source de l'avis 
  • Source : SoftwareAdvice
  • Publié le 08/09/2020

"Passing the blame...."

Commentaires: 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?

Avantages: I thought everything was integrated and intuitive.

Inconvénients: 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.

  • Source de l'avis 
  • Source : SoftwareAdvice
  • Publié le 08/09/2020
Ashley M.
Associate Attorney
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    3/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    4/10
  • Source de l'avis 
  • Publié le 22/03/2017

"Better for new attorneys"

Commentaires: 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.

Avantages: It's online.
The timer can be stopped and started easily.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Themis Solutions le 23/03/2017

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

  • Source de l'avis 
  • Publié le 22/03/2017
Þorsteinn H.
lawyer
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 28/05/2020

"clio law DATA management"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 28/05/2020