Clio

What differentiates Clio from other similar products?

Clio automates tasks, minimizes paperwork. Streamlines daily tasks so you can get back to what matters most. Clio helps provide customer-centric billing that gets you paid faster. Accept online payments according to firm accounting rules, set up flexible payment plans and more.

What is your favorite aspect of this product?

Great if you have a simple setup; a few large billable customers who never pay upfront and you never offer a credit to or want to habituate an invoice format. Used by the entire strategy as the legal case management procedure. It is used to log calls, log emails, track deadlines, manage the calendar, manage contacts and generate documents.

What do you dislike most about this product?

The level of spam protection in the form interface for websites needs to be improved, lately we have received a lot of spam forms from people trying to scam the company or sell the company's services. It would be nice if there was only one login for Clio Manage and Clio Grow instead of having to login to both. Somewhat workable to have more control over the format of the invoices.

What recommendations would you give to someone considering this product?

Clio management software is great for tracking your time at different paces, tracking issue budgets, and tracking expenses. Clio is also ideal for companies that want to implement and use technology in their offices. If clients are at least somewhat tech savvy, they will also benefit and enjoy implementing Clio.

What differentiates Clio from other similar products?

We are talking about the first platform dedicated to the field of law, estate planning lawyers use Clio only because of its integration with WealthCounsel. For its system configuration and form creation. It is a practice management solution for law firms.

What is your favorite aspect of this product?

All of our in-office tools come from this platform, document templates, automatic billing and invoice reminders. we use it to track matters, keep all of our dates in one place, to-do's and communication between our attorneys.

What do you dislike most about this product?

Being one of the few law firm applications it lacks its main contact collection system, its forms only allow you to collect one contact. You cannot create fields in the form that are optional type, so you must make a different form for a family with one child, x number of children. And a different form for married or unmarried persons.

What recommendations would you give to someone considering this product?

For the start of a law firm is good to start with this type of platform for the simplicity of using your system for templates, documents and type of billing, it is not a complete software, but it fulfills the necessary tasks to start, it gives you the ability to do a lot in a short time and customize to your business needs.

What differentiates Clio from other similar products?

We use this software to optimally manage all our clients' accounts and have all the information in one program, from the invoicing process, to case management, disputes, clients and leads. I like that it allows us to completely track all processes, such as activity tracking, expense tracking and hours worked on each case.

What is your favorite aspect of this product?

One of the advantages of this software is its mobile application, as it allows us to continue using it even outside the office, which makes our work easier. It allows the integration of accounting software, to keep an invoicing in order and without errors. The fact that it allows the integration of PayPal, which is an application that many people use, is a great advantage that we do not see in other programs.

What do you dislike most about this product?

The process of migrating customer information to the software was very complicated and although it is a one-time process, it was so cumbersome that they should find a way to make this task easier. I would also like your reports to be more detailed, especially in the accounting part, to have more control of income and expenses.

What recommendations would you give to someone considering this product?

Clio is an excellent practice management solution for small firms doing billing work. Clio management software is great for tracking your time, tracking themed budgets, and tracking expenses at different rates. Clio is also ideal for companies looking to implement and use technology in the office. If clients are at least somewhat tech savvy (have and know how to use email), they will also benefit and enjoy implementing Clio. Clio is our primary CRM. We are a small two-lawyer firm with no support staff, and Clio (Administration + Growth) allows us to leverage technology solutions to better serve our clients' needs.