Clio reviews

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1672 reviews

- Sector: Juridische dienstverlening
- Bedrijfsgrootte: Zelfstandig ondernemer
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Solo Practitioner Recommends Clio
Beoordeeld op 23-1-2024
My experience with Clio has been excellent. Although Clio was not intuitive at first, it became so...
My experience with Clio has been excellent. Although Clio was not intuitive at first, it became so after a few months. The support has been excellent. Also, I have found Clio responsive to suggestions for improvement.
Pluspunten
For a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document creation, hourly billing tracking, and of course management of cases and case loads.
Minpunten
Clio's method of running credit card or ACH fees and then tracking them is a bit frustrating. I do appreciate the fact that the fees are not taken from the trust fund.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 8.0 /10
Very Happy
Beoordeeld op 22-11-2024
My overall experience has been very positive. Compared to our last platform Clio is much more...
My overall experience has been very positive. Compared to our last platform Clio is much more user friendly. Our attorneys have little to no problem using the system. The customer service has been quick and helpful. I think as Clio continues to develop the better it will be.
Pluspunten
Very easy to navigate. The resource center gives lots of information when you don't know how to do something. Very happy with how user friendly it is. The document management and use of docusign has been excellent
Minpunten
Not being able to mark invoices as sent via USPS. Not all of our clients use email. Not being able to pay multiple invoices via the matter, and having to navigate to the billing page. On the billing page, not being able to search via the client/matter number. Only can search by name. Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. Less third party crossovers would be nice as well. I would like to see a more developed Clio for clients desktop app/website/portal. I think our clients would really utilize communicating with the attorney more through a portal then an app on the phone.
- Sector: Juridische dienstverlening
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 2.0 /10
Stonewalled by tech support.
Beoordeeld op 28-8-2024
It can be slow in spite of our high-speed Internet, they changed the names of their pricing levels...
It can be slow in spite of our high-speed Internet, they changed the names of their pricing levels and then pushed his into a low pricing level so they don't have to provide us with certain product upgrades (the old switcheroo!), and tech-support stonewalls us.
Pluspunten
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.
Minpunten
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.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: Zelfstandig ondernemer
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Hop on the Clio train, it's going places!
Beoordeeld op 24-10-2024
I almost switched services this year but Clio's offerings have simply exploded into a massively...
I almost switched services this year but Clio's offerings have simply exploded into a massively functional and efficient management software
Pluspunten
I love the expansive growth coming down the pipeline. I started with simple document automations with Manage and Clio continues to acquire new features to aid in running my firm and continues to refine those features. Along with the 200+ integrations, Clio dominates the market for a reason
Minpunten
It used to be a bit unsophisticated in terms of functionality but they listen to their clients and they get better every day
Redenen om over te stappen op Clio
Pricing is excellent; additional features are the Lynch pin. I want all my services in one place, not spread between platforms- Sector: Rechtspraktijk
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Clio is a key part of our firm and helps us achieve more! Highly recommended.
Beoordeeld op 24-10-2024
I know that by using Clio, they will constantly be improving and that I will always get the...
I know that by using Clio, they will constantly be improving and that I will always get the customer service when I need it. Relying on Clio for over 13 years, I feel my files are organized, my communications are streamlined, and I know I'm giving better service to my clients because of Clio.
Pluspunten
Clio is a great foundation for our firm. I am a long time Clio user, over 13 years now. I have seen it grow and improve. Some things have stayed the same - excellent customer service, minimal to no downtime. It replaces at least one full time employee with the automated reminders, calendaring, etc. Not only do I organize my digital client files in Clio, I track all my payments and trust accounting, I am able to have team member accountability through task tracking, we have regular and effective communication with the clients through the Clio Client portal. When I'm using Clio, it helps me be a better lawyer, it helps me focus more on my clients, and keep my clients happy through great communication.
Minpunten
While it has all the basic features in a package to choose from, there are parts you have to pay to add on. Clio Grow for intaking new clients, meshes great with Clio Manage but it does have an extra cost. The document template feature that is built in is okay, and the add-on Clio Draft is supposed to be a lot better but it's at additional cost and a bit difficult for me to intuitively figure out. It's costly to have Clio, but it does save having an extra employee and saves from missing a deadline and having client's complain due to lack of communication, so to me it's worth the cost.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Game Changer
Beoordeeld op 24-10-2024
It's amazing how after you realize all that you can do, your eyes widen and the time saving...
It's amazing how after you realize all that you can do, your eyes widen and the time saving features become apparent. I am now proud to offer my clients services that other firms in my area are not offering.
Pluspunten
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.
Minpunten
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).
Overwogen alternatieven
LEAPRedenen om over te stappen op Clio
Didn't do half of what clio could do. I did not have confidence that they were headed in the right direction as a company that understood what my needs were.- Sector: Rechtspraktijk
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Great to use
Beoordeeld op 27-11-2024
Very good easy to use and great support services
Very good easy to use and great support services
Pluspunten
Ease of use and so many options
Document storage client connecting trust and more
Minpunten
The cost per user is high and is based and billed in Us funds.
- Sector: Administratie
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Lots of great add-ons - AND the basics are done well
Beoordeeld op 29-10-2024
We onboarded with Clio back in 2014 and we haven't looked back! Sure there were some growing pains,...
We onboarded with Clio back in 2014 and we haven't looked back! Sure there were some growing pains, we have seen it grow and strengthen in its offerings over the years, but the immediate tech support available to our staff has been a constant from the very beginning. Now, after so many years and having to pull reports and data on (very) old time-entries and past users, we realize what a smart investment this was. Clio's record-keeping is exact, intact, and reliable.
Pluspunten
Robust platform that integrates time-keeping, billing, write-offs, and lawyer productivity seamlessly. Conflict checking. Competent, authorized human customer service is truly just a phone call away - no difficult menus and queuing music.
Minpunten
Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it doesn't work smoothly in practice.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Clio Power House
Beoordeeld op 24-10-2024
We've been a User since 2010 and Clio has evolved throughout the years to meet our needs with the...
We've been a User since 2010 and Clio has evolved throughout the years to meet our needs with the age of modern technology especially and advances out on the market. This allows us to meet our Client's expectations and bill them accordingly. Using the templates and workflows allows you to be more efficient with your day to day.
Pluspunten
Extremely user friendly. You can tailor the platform to meet your firms particular needs regarding your area of practice.
Minpunten
Duplicate Contacts when logging emails. I believe that is being fixed.
Overwogen alternatieven
LitifyRedenen om over te stappen op Clio
The product met the needs we were looking for in being able to have it all in one platform- Sector: Juridische dienstverlening
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Clio Exceeds Our Expectations Every Time
Beoordeeld op 24-10-2024
Switching over to Clio was one of the best decisions our law firm ever made.
Switching over to Clio was one of the best decisions our law firm ever made.
Pluspunten
Clio is very user friendly. The company is extremely responsive to client input with regards to product enhancements.
Minpunten
I honestly cannot think of anything I don’t like.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 8.0 /10
Great but needs some improvements
Beoordeeld op 26-11-2024
We have been using Clio extensively since
We have been using Clio extensively since
Pluspunten
The user interface is very intuitive and easy to use.
Minpunten
The Tasks and Messaging could be more robust in Clio Manage and the phone app needs to better resemble the desktop version.
Overwogen alternatieven
Rocket MatterRedenen om voor Clio te kiezen
Needed something more integrated and will more features.Redenen om over te stappen op Clio
The user interface was more intuitive and our bar association had a discount on Clio- Sector: Rechtspraktijk
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Clio is the best
Beoordeeld op 25-10-2024
Excellent. Support is always available and help you with the different products to enhance your...
Excellent. Support is always available and help you with the different products to enhance your legal representation of clients.
Pluspunten
Can access my client's files from anywhere safely and securely.
Minpunten
Not connected to electronic filing system in my state.
Overwogen alternatieven
MyCaseRedenen om over te stappen op Clio
Easier to use and more features. Ability to communicate with clients.- Sector: Rechtspraktijk
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Clio is Rock Solid
Beoordeeld op 24-10-2024
A very intuitive platform. Well-funded and increasingly improving.
A very intuitive platform. Well-funded and increasingly improving.
Pluspunten
Very accurate and reliable software. Customer service is very responsive. they appear to take suggestions well for enhancements.
Minpunten
Minor complaints about user access/authorizations. However, software roadmap contemplates fixes.
Overwogen alternatieven
LEAPRedenen om voor Clio te kiezen
PC Law was being twilighted. Not a stable platform.Redenen om over te stappen op Clio
Better platform. Heavy outside investment- Sector: Automotive
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Clio has changed my business model
Beoordeeld op 23-1-2024
First thing first. Clio's customer and technical support is top notch. They are excellent at...
First thing first. Clio's customer and technical support is top notch. They are excellent at getting you started and set up. It only takes a few clicks to get connected to support and once you are connected it is secured using your support code. Clio has helped generate and speed up my intake, processing and document creation dramatically compared to where I was before.
Pluspunten
Having my client information, cases, documents, templates and invoicing under one system is a dream come true.
Minpunten
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.
Overwogen alternatieven
CaseFoxRedenen om voor Clio te kiezen
It all started with Keap not being able to send text messages anymore. That got me looking at other services. I had watched several videos on Clio a few years back but decided to go the cheaper route with another case management service which ended up not having near as many options inside the system. Clio was the perfect answer to having everything under one roof.Overgestapt van
KeapRedenen om over te stappen op Clio
Clio has more features and better support.- Sector: Rechtspraktijk
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Helpful Product
Beoordeeld op 12-12-2024
Pluspunten
Being able to manage time, billing, documents, and client communication in one platform.
Minpunten
The price -- it's really expensive, and it just keeps going up.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Clio is an amazing program with lots of benefits.
Beoordeeld op 22-10-2024
I love the benefits for Clio and how it is always improving
I love the benefits for Clio and how it is always improving
Pluspunten
I love how customizable this program is. I can create my own fields and documents. I love the organization options. I love how we can template our own information to create a matter. It's a very useful tool. I also love the clio portal and the ability to text our clients.
Minpunten
The only issue I have with clio is the email attachments need to be saved to the file it's self, unless you save the entire email. It will be routed to an attachments file and that can be difficult to find if you have many files.
- Sector: Juridische dienstverlening
- Bedrijfsgrootte: Zelfstandig ondernemer
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 0.0 /10
Not a good product
Beoordeeld op 1-8-2024
I was misled in the sales call and they talked me into purchasing Grow. Boy, what a mistake! Grow...
I was misled in the sales call and they talked me into purchasing Grow. Boy, what a mistake! Grow is a product that promises to automate the intake experience but does not work as advertised at all. The tech support seems unable to figure out the problems I am having, and paying for premium support was one more waste of money.
Pluspunten
Manage makes it easy to send bills and get paid electronically. It can maintain files and track time.
Minpunten
Grow is a useless product that doesn't really work, and premium tech support is a waste of money.
Overwogen alternatieven
MyCaseRedenen om voor Clio te kiezen
I opened a new office and needed softwareRedenen om over te stappen op Clio
Clio seemed good for a solo practitioner. Boy was I wrong.- Sector: Rechtspraktijk
- Bedrijfsgrootte: Zelfstandig ondernemer
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
I love Clio - it's already helping my practice grow
Beoordeeld op 23-1-2024
Really a great experience - great product! Sales was never too pushy, and also happy to answer my...
Really a great experience - great product! Sales was never too pushy, and also happy to answer my questions.
Pluspunten
Clio is so easy to use, and definitely a great value. I love that Clio can grow with my practice - and help my practice grow! I'm looking forward to getting other products I use to interface with Clio (like QuickBooks, etc). I'm also thrilled that I have the ability to quickly and easily get clients signed up directly through Clio, rather than having to use a third party electronic signature system.
Minpunten
The self-help isn't fabulous, but fortunately I've been able to get help through online chat.
Overwogen alternatieven
MyCaseRedenen om voor Clio te kiezen
I used it at my prior firm, and swore I'd never use it again. Choosing Clio was the best decision I ever made.Redenen om over te stappen op Clio
Clio has great pricing, and I don't feel nickel-dimed - it's straightforward, easy to use, and no one in the sales process made me feel like I was buying a used car.- Sector: Juridische dienstverlening
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Great Comprehensive CRM Platform Geared towards Legal Work
Beoordeeld op 25-10-2024
Overally, I've been using it for a few years now with my own firm. I used it at a few previous...
Overally, I've been using it for a few years now with my own firm. I used it at a few previous firms and I don't ever really see myself changing.
Pluspunten
I like that it is a comprehensive CRM system that is geared towards legal. I can invoice with it, add new clients, retain documents, generate documents, you name it.
Minpunten
I think some features could be a little more user-friendly, but I think they are constantly working on that. It takes time to get all the bugs out of any technology.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Best legal software I have ever used!
Beoordeeld op 24-10-2024
I have had nothing but great experiences with Clio
I have had nothing but great experiences with Clio
Pluspunten
i like that I am able to streamline the intake process in Clio Grow and then pass the baton to my colleagues seamlessly in Clio Manage and Clio Draft
Minpunten
There are still some things that need improvement, but i love that the support team is always so helpful and try to find workarounds for me, and then they take our suggestions seriously and send those to their design team to try to figure out how to put those suggestions in action.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Highly Recommend!
Beoordeeld op 24-10-2024
It is a very comprehensive system and I would recommend it to law firms of any size!
It is a very comprehensive system and I would recommend it to law firms of any size!
Pluspunten
It captures all of the information needed to work on a file in one place and allows me to be much more productive.
Minpunten
Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system.
- Sector: Detailhandel
- Bedrijfsgrootte: 10.000+ werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
manages everything better
Beoordeeld op 22-11-2024
it is an excellent software for legal procedures that makes everything easier to organize and that...
it is an excellent software for legal procedures that makes everything easier to organize and that clients feel satisfied with quick procedures
Pluspunten
it has been a software that facilitates daily tasks that could require a lot of time, with clio it is easier to invoice, appointment reminders and have all the documents in one place to access them from anywhere without having to be in the office with the physical documentation
its security and reliability allow you to have all the documents in the cloud with the certainty that nothing will happen to them and they will be protected
Minpunten
in my use I have not detected anything that I dislike and I feel that everything has worked correctly without causing any problems
- Sector: Rechtspraktijk
- Bedrijfsgrootte: Zelfstandig ondernemer
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Highly recommend
Beoordeeld op 15-3-2024
Very good - any contact I've had with any staff member, from sales to onboarding to support has...
Very good - any contact I've had with any staff member, from sales to onboarding to support has been excellent.
Pluspunten
I've been using Clio Manage since I started by firm in 2020 and find it to be very responsive to my needs. I've recently also started to use Clio Grow which I hadn't really thought would make a whole lot of difference to me, but I couldn't have been more wrong. I enjoy the interface, the support is good, it does what I need it to. Highly recommend it.
Minpunten
The initial onboarding was great, but once you're up and running, you're left alone. Fair enough, but I suspect there are features that I could be using and would be beneficial to me, that I don't know about either because they didn't exist when I was onboarded, or I didn't need them initially and I've forgotten they exist. This could be fixed by a 6 month review or 1 year review, but it's not critical. Perhaps for firms with more users/wider range of services, they'd pick this up and follow it up with Clio. It's hard to follow up on something you don't know exists.
- Sector: Juridische dienstverlening
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
It Doesn't Get Better Than Clio!
Beoordeeld op 12-12-2023
My experience with CLIO (both the product and the company) has been phenomenal. I have zero...
My experience with CLIO (both the product and the company) has been phenomenal. I have zero complaints. Clio is the foundation of our client management system and is therefore essential to running my organization. Beyond the product itself, Clio's customer service is next level. The staff are friendly, competent, and client-focused. In the several years I have been interacting with Clio staff (in-person and virtually) I have NEVER been treated like a number, dismissed, or ignored. If the representative I am working with cannot address the issue, they hand me off to someone who can. This speaks volumes to the character of the staff and the quality of the company itself.
Pluspunten
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.
Minpunten
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.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
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Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Clio for Law Practice Management
Beoordeeld op 23-1-2024
Excellent. I have no real issues with the product, which is actually a great compliment. If you are...
Excellent. I have no real issues with the product, which is actually a great compliment. If you are thinking about your practice management tools, it probably means they are not working as well as they should.
Pluspunten
Ease of use and reliability. Entering time is the bane of every lawyers existence. This makes it about as easy as it’s going to get.
Minpunten
No real downsides. The only area I can think of which might be improved is the ease of entering contact information for multiple clients on the same matter.