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.
Clio ne vous convainc pas tout à fait ?
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Clio
Alternatives à Clio
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Joshua
The best option for our firm
J.P.
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.
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.
Matt
Alternatives envisagées :
Best in class
Commentaires : I operate an entirely virtual law practice. Keeping all of my workflows and processes in the same ecosystem helps ensure consistency and efficient operations.
Avantages :
The single best part about Clio is the user interface. You can't overestimate the drain on your organization and your end-users by poor UX design. Clio is intuitive to use, and easy to customize. Their chat support is the best of any product I've used, in any category.
Inconvénients :
The in-app document management isn't great. It's good enough, but most users will want to integrate with an existing DMS.
William
Credibility Issues but Great Platform
Commentaires : Despite all the good things I can say about the software itself, we had MAJOR issues with Clio representatives and their lack of credibility. We had to deal with Clio leaving us in the dark about their failure (and subsequent settlement with the state) to collect and remit sales/use tax. We had a few reps promise to get back to us or meet with us on a particular day and become a no call, no show. One of our tickets went months without being resolved, and we discovered it was because Clio dropped the ball. They made up for all of these things, but one thing remains unresolved: Clio promised us our subscription would be locked in so long as we did not leave Clio. Recently, we received an email stating our price would increase as of February 1, 2023. We contacted Clio and tried to resolve this. They claimed they had no recording on the day we called to turn our subscription on. For this reason, they refused to honor the original agreement that our rate would be locked in. We are now looking into next steps as we want to continue using their software, but their lack of customer service and honesty put us in a position to have to consider legal options.
Avantages :
I absolutely love the software for the most part, even with all of the issues we experienced, it still is very intuitive and I've enjoyed seeing how Clio has grown and fixed some of these problems. My favorite part of the platform is the one-stop-shop idea where I can manage my pipeline, case management, invoicing, messaging clients, etc. from one place (well, two if you count both Clio Manage and Clio Grow environments).
Inconvénients :
There are some basic features that are surprisingly missing. Some of the initial features I noted have been added since I first subscribed to the service. Another issue I have is that not all integrations seem to work as well as others. For example, we have a problem with QuickBooks properly pulling data.
Mathew
Alternatives envisagées :
Intuitive and Flexible
Commentaires : I am happy with Clio and the support they provide. It's helped keep the firm, as well as our third-party answering service, organized and consistent.
Avantages :
The ability to integrate other software enable using other software to address aspects of Clio which are good, but not great. As an example, Clio Management's task management is good, but there is not a kanban or gantt feature, but I can easily integrate with Asana, Monday.com, etc.
Inconvénients :
Some aspects address needs in a basic manner, but are not as robust as software which is specifically designed for a single purpose. Using the same example as mentioned in the "Pros" - the task management works and can be automated, but it does not have highly specific features such as kanban or gantt.Additionally, the syncing between Clio Grow and Clio Manage could improve. The two do not sync completely - certain items (ex. emails, I believe) do not sync.Lastly, when trying to export specific sets of data, Clio is time-consuming. We had an attorney who left our firm, and providing her the information from her clients required going to each client and selecting "export" for each aspect of the clients' data (such as, emails, documents, contacts, transactions, etc.)
Michelle
Living in one database is a productive dream come true!
Commentaires : I love living in one database. It is wonderful that it links with Outlook and can track all data related to a Matter or Contract, including related contacts. Co-council is a slick feature. My productivity has skyrocketed. Tech support is amazing and available during off hours.
Avantages :
All the most crucial aspects of my workday are incorporated or linked in one central database. It makes it easy to track everything and invoice it all. Tech support is readily available, well-trained, patient and willing to take and submit suggestions to development.
Inconvénients :
I came from a mid-range practice management software and miss some of its features. The timer button should be red and blinking. I tend to leave it running when I get interrupted. I wish it had a spell check. I wish the app version was easier to navigate - it is hard to tell when a timer is running and how to find it to turn it off. Set up is intensive, as it would be with any practice management software. I wish some of the field names were customizable for professional fiduciaries. I wish some of the fields would default w/o having to fill them in. I wish there was more instruction on workflow when setting it up. I did not like the importing of my old data and undid it. The team was too quick and didn't fully understand my wishes or wasn't able to bring in just the data I was requesting. I wish the reporting was better than dumping to Excel.
