Über Clio

Clio ist die führende Kanzleiverwaltungssoftware für die Rechtsbranche. Mit sicherer, cloudbasierter Technologie erleichtert Clio die tägliche Arbeit von Juristen auf der ganzen Welt mit intuitiver Zeiterfassung, Abrechnung, Verwaltung von Angelegenheiten, mobilen Apps und mehr, um jede Aufgabe von der Kundenaufnahme bis zur Rechnung zu rationalisieren.

Anwaltskanzleien aller Größen verwalten problemlos Kundenbeziehungen und Dokumente, vereinfachen die Verwaltung und Zusammenarbeit und optimieren Marketinginitiativen mit Clio. Mit erstklassiger Schulung und Unterstützung können Anwälte ihre Kanzlei von jedem Ort und von jedem Gerät aus sicher verwalten und weniger Zeit für Büroarbeit und mehr Zeit mit der Ausübung von Recht verbringen. Erfahre mehr unter clio.com.

Preisoptionen ab:

$ 39,00/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Die 5 Top-Alternativen zu Clio

Geräte

Unternehmensgröße

S M L

Märkte

Australien, Kanada, Vereinigtes Königreich, Vereinigte Staaten

Unterstützte Sprachen

Englisch

Preisoptionen ab:

$ 39,00/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Die 5 Top-Alternativen zu Clio

Bilder

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Funktionen

Gesamtzahl der Funktionen von Clio: 76

  • API
  • Abgrenzungskonto-Führung
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Anlagenrechnung
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Formulare
  • Anpassbare Vorlagen
  • Archivierung & Aufbewahrung
  • Audit Trail
  • Aufgaben-Fortschrittsverfolgung
  • Aufgabenmanagement
  • Automatische Sicherung
  • Belegmanagement
  • Berichterstattung und Statistik
  • Buchhaltung
  • Buchungsübergreifende Buchung
  • CRM
  • Compliance Management
  • Daten-Import / -Export
  • Document Automation
  • Dokumentenerstellung
  • Dokumentenklassifizierung
  • Dokumentenmanagement
  • Drittanbieter-Integration
  • E-Mail-Management
  • Echtzeit-Daten
  • Elektronische Unterschrift
  • Elektronische Zahlungen
  • Erinnerungen
  • Fall-Aufzeichnungen
  • Fall-Management
  • Fall-definierte Zeitmesser
  • Finanzanalyse
  • Integration in QuickBooks
  • Integration in die Buchhaltung
  • Kalenderverwaltung
  • Konfliktmanagement
  • Kontakt-Datenbank
  • Konversion-Tracking
  • Kostenverfolgung
  • Kreditkartenbearbeitung
  • Kundenaussagen
  • Kundendatenbank
  • Kundenmanagement
  • Kundenportal
  • Lohnzettel verwalten
  • Massenversand
  • Mehrere Standorte
  • Mehrere Währungen
  • Microsoft-Outlook-Integration
  • Mitarbeiter-Kalender
  • Projektbuchhaltung
  • Rechnungsmanagement
  • Rechnungsverarbeitung
  • Rechtsfall-Management
  • SSL-Sicherheit
  • Scheckausstellung
  • Sichere Datenspeicherung
  • Statusverfolgung
  • Steuermanagement
  • Timer
  • Tracking der Beschwerde
  • Treuhand-Buchhaltung
  • Versionskontrolle
  • Vertrags-/Lizenz-Management
  • Volltextsuche
  • Werkzeuge zur Zusammenarbeit
  • Workflow-Management
  • Zeit & Kosten Verfolgung
  • Zeitverfolgung
  • Zusammenfassende Berichte
  • Zwei-Faktor-Authentifizierung

Alternativen

CaseLoad

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Nr. 1 Alternative zu Clio
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CosmoLex

4,7
Nr. 2 Alternative zu Clio
CosmoLex ist das einzige cloudbasierte All-in-one-Praxisverwaltungs-, Abrechnungs- UND Buchhaltungssystem (keine...

Rocket Matter

4,4
Nr. 3 Alternative zu Clio
Rocket Matter ist die führende cloudbasierte Kanzleiverwaltungssoftware, mit der du effizientere Anwaltskanzleien...

Zola Suite

4,6
Nr. 4 Alternative zu Clio
Erfahre, warum Zola eine schnell wachsende Praxisverwaltungssoftware ist. Branchenführende Funktionen wie patentiertes...

Nutzerbewertungen

Gesamtbewertung

4,7 /5
(1 156)
Preis-Leistungs-Verhältnis
4,6/5
Funktionen
4,5/5
Bedienkomfort
4,6/5
Kundenbetreuung
4,8/5

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5 von 1 156 Bewertungen angezeigt
Daniel V.
Gesamtbewertung
  • Branche: Rechtsberatung
  • Untern. Größe: Selbstständig
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Great comprehensive practice management solution for lawyers

Bewertet am 1.4.2021

After almost a year with Clio I can safely say I'm happy with my purchase.

After almost a year with Clio I can safely say I'm happy with my purchase.

Vorteile

The integration with Quickbooks Online is clutch. While there are still some additional functionalities I would build into it, I love that a transaction in Clio creates a journal entry in QB that I can then link to a bank transaction. Makes bookkeeping way easier.

Nachteile

I wish that a client could access Clio for Clients and Clio Connect at the same time.

Diane R.
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Untern. Größe: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 1.0 /10

There has to be something better; going downhill for solos

Bewertet am 9.2.2017

I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small...

I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small practice firms. It has increasingly become more cumbersome and takes longer to calendar and bill than I would like. The interest feature on the billing can only calculate simple interest. Once you enter the interest formula, there is no way to disconnect it so you are left to manually delete all of the entries. They have changed the billing process from a process that once took about an hour to taking about 3 hours. A bill is generated and placed under the Draft tab, you can view it, edit it, submit it for approval (a waste of time for a solo), or approve it - so I view it, see it needs to be edited, and click on edit, the bill comes up for editing, then once you've completed it, you hit Approve - and nothing happens which is new - you either can hit the go to bills Awaiting Payment link, or click on the Awaiting payment screen -- from there, you are forced to sort through all of your accounts receivable to find your newly edited bill. Once you find the bill, then you can Receive Payment from the trust account - but be careful since if your client has $500 in trust and the bill is $1000, the trust payment will pop up $1000, which you know is inaccurate, so you have to do another edit. Then the bill drops out of view and you either have to return to Awaiting Payment or Paid tabs - search through all of the other bills, find your bill, then you can download it - print it, or save it, and then email it.
If you want to enter a new appointment, you can do so on the calendar, but if you want to create a method to track the new client, you have to go to another tab to set up a matter, you can only input the client's name, not the address, not the phone number, not any other stuff that should appear at this point, in my opinion. Then you add in your number. Then you have to track down the name you just entered and try and add in addresses, phone numbers, email addresses. The process is incredibly time consuming.

Pros: Cost
Cons: Overly rigid, designed for those who have a data processor employee, time consuming, not customer service oriented - was marketed for solos/small practices and this is not the case any longer.

Vorteile

Web based program and cost.

Nachteile

Rigid, time consuming process. So many things don't work and the process of finding a work around is cumbersome.

Yadira C.
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Great app, easy to use

Bewertet am 19.6.2021

I have been using Clio for over 5 years, I have seen how they have been updating to the moon. I...

I have been using Clio for over 5 years, I have seen how they have been updating to the moon. I like how easy your job can be using this software. You can have access to your case everywhere, including on your phone(the phone app works fine too). If you work with a time, I can imagine a better option to do it, you all can see every movement everyone did in a case, it is amazing

Vorteile

I like how intuitive can be the software, it is very easy to use, they are always updating the app with better features, they have a lot of integration with other software.

Nachteile

The customer service is a little complicated to contact. I have been trying to contact them and first, we can be in the phone for a while, second, they will not be able to help me on the first call, seems like the customer service it is not very familiar with the app. Thank god, I do no have to contact them often.

Thad S.
Gesamtbewertung
  • Branche: Rechtsberatung
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Security is lacking for the accounting side. Otherwise it's a very good software.

Bewertet am 3.4.2020

We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are...

We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are mostly pleased. I think that most case management software works on the same theory: a contact (person or enterprise) can have several different matters (cases). Like most users, we just want it to work and it does (with the exception of the accounting problem described above).

Clio has so many helpful features and integrations that it could take a year or two just to get a small to medium-size office up to speed with using all the features.

However, UNTIL CLIO FIXES THE ACCOUNTING SECURITY PROBLEM, DO NOT SWITCH FROM YOUR CURRENT PROGRAM.

Vorteile

-It has very robust features and integrations.
- I love that the document repository is built-in and built into the price.
- Tech support is good via chat, so I can resolve issues quickly.
-Because it's the leading player in cloud-based case management, it seems like integrations are more numerous.
-Only on rare occasions have I seen the software go off-line or slow down.
-The outlook and word integrations are robust.
-It's easy to find experts who work with Clio because it's such a significant player. We are now setting up operations with a Clio expert bookkeeper. We could not do that when we used a competitor program called PracticePanther.

Nachteile

1. EMBEZZLERS PARADISE. Clio's accounting security settings allow anyone who can make a receipt for receiving a payment also to be able to EDIT that payment afterward. So, a dishonest employee could make a receipt for $500 cash, pocket $300, and then go back and edit that receipt to be only $200. Right now are using carbon copy receipts as a workaround, but that's not very professional or 21st century. CLIO, YOU GOTTA GET IT TOGETHER AND FIX THIS.

That same security setting described above also allows users with that setting to see a client's balance before their case is submitted (as a flat fee immigration firm, we want to be paid before the case is finished). Clio supposedly tried to fix this by allowing a balance to be viewed without being able to edit payments but that feature it doesn't work.

2. It would be nice to see a texting feature to verify appointments within Clio. Other cloud-based case management does that. With Clio you have to buy another program for texting.

3. It would be nice if we could see all communications for each matter just by clicking on the contact. It is something that Clio should make as a feature that can be turned on and off. It would work better for our firm because we represent individuals in immigration cases that could have three or four different matters.

Stephen B.
Gesamtbewertung
  • Branche: Rechtsberatung
  • Untern. Größe: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Fantastic Practice Management Solution

Bewertet am 6.7.2019

Vorteile

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.

Nachteile

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.

5 von 1 156 Bewertungen angezeigt Alle Bewertungen

Clio Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Clio.

Clio bietet folgende Kostenpläne an:

  • Beginnt ab: $ 39,00/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

Clio hat die folgenden typischen Kunden:

Selbstständig, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Clio unterstützt die folgenden Sprachen:

Englisch

Clio unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Clio kann in folgende Anwendungen integriert werden:

Box, Chrometa, Dropbox Business, Fundbox, InvoiceSherpa, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, RightSignature, Xero, Zapier

Clio bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, Wissensdatenbank, Telefon-Support, 24/7 Live-Support, Chat

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