Clio

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.

A great billing software for my increasingly virtual legal practice

Commentaires : Good software! I find it an indispensable part of my practice these days.

Avantages :

Our firm had used Timeslips for timekeeping and billing in the past before switching to Clio a few years ago. Timeslips was simply outdated and cumbersome, not to mention that we had no tech support. After having switched to using Clio, I was able to use the software to email clients directly and have the emails come from our firm email account via Clio without always having to involve the office manager for billing my invoices. If the clients have questions, they will know to direct their questions to the office manager, who is otherwise in charge of general accounting matters. Additionally, I love that I can always reach out to Clio's tech support for answers as to user issues or questions, and the services have always been pretty prompt and spot-on.

Inconvénients :

I remember there were some data migration issues when we transitioned from Timeslips to Clio. It has been a while, but I recall that at least some of the client data like their addresses didn't look quite right when it was pulled over, and I basically had to start over with entering the information in Clio.

Dear [SENSITIVE CONTENT]....where are the basic reporting functions necessary to invoice clients?

Avantages :

Cloud based technology. Ease of use to input slips. But if you cant get the data put in out to clients timely it defeats the purpose of attempting to collect revenue.

Inconvénients :

Reporting functions lack crucial data located in system. No aged work in progress report available. No representative available to support individual firm business inquiries. Firms submitting Ledes files should consider alternative software.

Excellent Tool for a Solo/Small Law Office

Commentaires : Clio has allowed me to manage my practice, meet deadlines, and track and grow my billing. It's been a very positive addition to my practice.

Avantages :

Monthly client billing is fast and easy - one or two hours and I'm done, even when billing . I love being able to email a pdf bill right from the program. Task scheduling has moved my to-do list out of my email and onto Clio; the task reminders are a big help.

Inconvénients :

There are opportunities for improvement in all software, and that is the case with Clio as well. The available reports don't always meet my specific needs but I have found workarounds to get the information I need.

Get Paid Faster

Commentaires : We are so much more organized and we get paid way quicker. We have developed systems and processes with Clio for a good work flow."

Avantages :

We are so much more organized and we get paid way quicker. We have developed systems and processes with Clio for a good work flow."

Inconvénients :

There are a lot of features, it's not always intuitive to know how to do certain things.