Clio Erfahrungen

Ease of use, e-signing with ease, invoices can be unique to our firm with templates for each client, cleaning up others time entries are simple as admin, and it just overall makes my job more efficient and enjoyable.

It needs work on adding my state laws and guidelines into the calendar. For example if I have a CT slip and fall case, it would be nice if the calendar prompted me to enter all my scheduling order dates, remind me when discovery is due per statute, etc… also an in office chat feature would be nice too! When we save emails from outlook the organization is not helpful for some attorneys and we cannot edit that. Also we need AI integrations!

It's one of the more widely used software so if you're hiring new legal staff, they might have had some exposure to it. At times they can be responsive to requests make helpful changes to the product but mostly, you get stonewalled.

Well, there are several things. We have to pay for an extra license for our bookkeeper to use the product and other software companies don't do that -it's a hidden cost. Necessary product upgrades take long with Clio and some functionality is lacking For example, Clio was far behind the competition to include an effective client portal (they started with one that was not user-friendly at all) and although they are making improvements with it, it's still is not up to par and its functionality compared to other case management software systems.

We paid extra for use of their CRM called Clio Grow and its a primitive software compared to Salesforce, Hubs, monday sale CRM, pipedrive, etc. It lacks functionality like texting your potential clients. It only partially integrates with the case management portion of Clio. Worst of all, after setting up a document template in Clio Grow for client intake with our office (30 people), Clio restricted some of the functionality of that document making it even more awkward, to the point where it's unusable for us. It would've been simple to fix it and change the functionality back to the way it was just a few days ago but, I got stonewalled. No one's responding.

Completely changes how I handle matters and communicate with clients and staff. One central location for all things "client". I like that Clio is big enough for developers to want to work with Clio and there are hundreds of integrations that can be used with Clio. The customer support is always right there when needed, helpful and instructive. The knowledge "library" is vast and always helpful.

My only complaint about Clio is even though the onboarding training was extensive and helpful, this was such a big change for me and my firm we literally had to rethink our "workflows". I wish there was available from Clio a service that we could hire to sort of guide us and tell us what changes we should be making to get ready for Clio. I did end up speaking with a consultant and it will be fine I just wish at the beginning of the process Clio offered this service (maybe they do and I missed it).

Clio is intuitive and provides excellent document management, client relationship management, timekeeping and billing all in one platform for a reasonable price with no long term commitments.

On occasion Clio will have glitches - connectivity issues. When that happens, we're at a standstill. Fortunately, it doesn't occur often, and when it does it is short lived.

Having my client information, cases, documents, templates and invoicing under one system is a dream come true.

I wish Clio had more in-house created integrations with apps versus using services like Zapier to make the connections and send data from apps or services to Clio. Zapier can be very clumsy and if something gets updated in Clio's software you sometimes have to rebuild the Zapier.

Overall Clio is very user friendly. My clients who have commented on the use of Clio have had positive feedback as well. I like that there are training videos and customer service has been great the few times I've called. The integration with my Google Workspace and now having their own credit card processing fees is great too! This year I'm utilizing the Dashboard more, both on Manage and Grow and I do like how it works. It helps me stay productive.

For sections I haven't used as much, I have difficulty finding my way back to them after stumbling upon them. I would like to be able to attach receipts for reimbursable expenses to client's invoices. I would like to be able to mark client matters and/or client invoices as mail only so I know when to print the invoices and mail them to clients.

I like the interface and I like that Clio focuses on profitability and showing you your earnings. I love the ease of billing and the preset feature for reports.

Clio tends to have latency issues. I would also like it if Clio would automatically add time entries for completed tasks with estimated times on them.

Clio simplifies docketing, billing and keeping client files organized, offering streamlined processes and automation that significantly reduce administrative overhead.

My least favorite aspect of Clio is the separation between Clio Manage and Clio Grow. These platforms offer complementary features essential for client file management and intake processes, yet their division necessitates two separate subscriptions. This separation not only increases costs but also complicates what could be a more streamlined workflow.

What is not to LOVE about Clio? The platform itself is intuitive, efficient, and has become essential to effectively running my organization. Even features that have not been particularly relevant to my practice (non-profit sector) have either already been updated to be more relevant (Clio for Legal Aid) or are in the process of being updated.

Beyond the practicalness of the product itself, Clio is a company that is visably devoted to their staff, clients, and mission. Passion for the practice of law is one thing, passion for the humans who choose to practice law is another. Clio's client-centered approach sets them apart from their competition in this regard.

We have been using an ACCESS Database to process our claims (non-profit sector) for more than two decades. I would love to use the billing/invoice features offered through Clio but, they are not yet granular enough to fully transition us out of ACCESS.

Clio makes it so easy to track of all the things that are important to me: potential clients, active clients, attorney time, billing, firm financial goals, etc. Even when my solo practice was just a side-hustle, Clio Manage more than paid for itself in time-savings and ease of use. Clio customer service has been excellent - the live help is really easily accessible for setup and problem-solving; the online articles and videos are great for on-demand help.

There is a lot of functionality in Clio that I don't use yet - there is so much that I could be doing with it, but it is hard to make time for the next new thing when I am also running a law firm. There are some add-ons that are marketed as having connectivity to/ compatibility with Clio that are redundant and don't make sense for my practice: for, example, QuickBooks will talk to Clio but the billing and tracking were redundant with what was already happening in Clio (I already billed through clio and I didn't need to do it through QB; and I can categorize spending through my actual bank accounts, so I didn't need it to do that, either). The only thing QB did that Clio didn't *already do* was deal with (part of) payroll for my one assistant (then I found out QB was incorrectly calculating my state worker comp amounts and I dumped QB and got a bookkeeper to help with my employee needs).