Clio

I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with the direction they have taken the product and I can't wait to see what else they come up with!

Clio allows us to manage our cases and generate revenue from anywhere at anytime. It also allows our clients to have access to their files and participate in their cases in a way that wasn't possible before. Clio is user-friendly, it's constantly developing and improving, and the customer service and tutorial videos and articles are very helpful.

Onboarding was a nightmare, with technical glitches that caused hours and hours of additional work and clean up. Syncing our contacts resulted in the destruction of our already used and curated list. Misrepresentations were made by salespeople as to what the software was capable of doing. As a result of all of that, we were made reasonable promises, in writing, as a condition of our not quitting Clio right then, and cutting our losses and time. Now, the first time a change has come up where that promise needs to be implemented, we were told it would not be honored. This resulted in many more hours of back and forth with "customer service". We have wasted two years of integrating our firm with this company, which we now have to undo to go to another service, costing us untold more hours of work. If they had not offered these promises, we would have left Clio during the onboarding process. Although we would not have been happy with our experience with Clio, we wouldn't have felt as strongly about not doing business with this company. Now, we have no option but to leave this service, because we cannot continue to do business with a company that places such little value on their clients and on the promises that they admit were made.

Initially, this was a turbo-powered Italian sports car for a novice driver; it had far more tools than I needed. Over time, we embraced the CRM integration, document integration, and began to leverage processes though the use of CLIO.

My experience has been good. Clio is never an impediment to productivity; its more like a helpful assistant that holds my information, knows where to find it, reminds me to do what I said I would do, and makes it easy to bill and collect money.