Over Clio

Clio is de toonaangevende cloudgebaseerde software voor de juridische sector. Clio vergemakkelijkt de dagelijkse activiteiten van juridische professionals van over de hele wereld met intuïtieve tijdregistratie, facturering, materiebeheer, mobiele apps en meer, voor het stroomlijnen van elke taak, van intake tot factuur. Met Clio Manage, de populairste software voor juridisch praktijkbeheer ter wereld, en Clio Grow, een juridisch CRM-platform waarmee je je klantenrelaties beter kunt beheren, biedt de Clio Suite alles wat je nodig hebt om je bedrijf te runnen, te beheren en te laten groeien.

Clio Manage: focus op factureerbaar werk. Laat Clio omslachtige taken automatiseren, workflows optimaliseren en zaken organiseren, zodat je betere klantervaringen kunt bieden.

Neem snel goed gefundeerde zakelijke beslissingen. Werk volgens de wettelijke normen. Bewaar de essentiële informatie van je bedrijf op één centrale, beveiligde en actuele plek, waar je altijd en overal toegang toe hebt.

Clio Grow: krachtige klantenintake voor advocatenkantoren, eenvoudig gemaakt. Het complete platform voor klantenintake en klantrelatiebeheer (CRM) dat de processen, organisatie en groei van het advocatenkantoor stroomlijnt.

Meer informatie op clio.com

Prijzen vanaf:

US$ 39,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Klanten

  • Freelancers
  • Kleine bedrijven (2-50)
  • Middelgrote bedrijven (51-500)
  • Grote ondernemingen (500 en meer)

Implementatie

  • Cloudgebaseerd
  • On-premise

Markten

Australië, België, Canada, Ierland, Luxemburg en nog 4 andere

Ondersteunde talen

Engels

Prijzen vanaf:

US$ 39,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Afbeeldingen

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Functies

Totaal aantal functies van Clio: 113

  • API
  • Aanpasbare branding
  • Aanpasbare facturen
  • Aanpasbare formulieren
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Activiteitendashboard
  • Administratie
  • Archiveren en retentie
  • Audittrail
  • Authenticatie in twee stappen
  • Automatische back-up
  • Automatische facturering
  • Bankroetbeheer
  • Beheer van factuurtarieven
  • Beheer van juridische zaken
  • Beheer van ontvangstbewijzen
  • Beheer van verkooppipeline
  • Belastingbeheer
  • Belastingberekening
  • Bestanden delen
  • Bestandsbeheer
  • Betalingen verwerken
  • Beveiligde gegevensopslag
  • Boeken in verschillende grootboeken
  • Boekhouding op transactiebasis
  • Boekhouding voor activa
  • CRM
  • Casusbeheer
  • Casusnotities
  • Communicatiebeheer
  • Compliancebeheer
  • Conflictbeheer
  • Contactenbeheer
  • Contactendatabase
  • Contract- en licentiebeheer
  • Crediteuren
  • Debiteuren
  • Documentautomatisering
  • Documentbeheer
  • Documenten capture
  • Documenten controleren
  • Documenten genereren
  • Documenten opslaan
  • Documentenclassificatie
  • Documentsjablonen
  • Dossierbeheer
  • E-mailbeheer
  • Elektronische betalingen
  • Elektronische handtekening
  • Factureerbare items bijhouden
  • Facturen opstellen
  • Factureren
  • Facturering op terugkerende basis en op abonnementbasis
  • Factuurbeheer
  • Factuurgeschiedenis
  • Factuurverwerking
  • Financiële verslaglegging
  • Formulierbeheer
  • Gegevens importeren en exporteren
  • Gegevensbeveiliging
  • Grootboek
  • Herinneringen
  • Integratie in de administratie
  • Integraties van derden
  • Interactie bijhouden
  • Kalenderbeheer
  • Kalendersynchronisatie
  • Klantenbeheer
  • Klantendatabase
  • Klantenportal
  • Klantenverhalen
  • Leads beheren
  • Meerdere valuta's
  • Microsoft Outlook-integratie
  • Mobiele betalingen
  • Multilocatie
  • Onkosten bijhouden
  • Online facturering
  • Personeelskalender
  • Planning op basis van rechtbankregels
  • QuickBooks-integratie
  • Rapportage en analyse
  • Rapportage en statistieken
  • Realtime data
  • Realtime rapportage
  • Registerbeheer
  • SSL-beveiliging
  • Samenwerkingstools
  • Status bijhouden
  • Taakbeheer
  • Taakplanning
  • Taakvoortgang bijhouden
  • Termijnbewaking
  • Tijd bijhouden
  • Tijd en onkosten bijhouden
  • Timer
  • Toegangsopties/machtigingen
  • Uitschrijven van cheques
  • Versiebeheer
  • Vertrouwensadministratie
  • Verwerking van creditcards
  • Voor advocaten
  • Voor familierecht
  • Voor iPad-apparaten
  • Voor juridische deskundigen
  • Voor start-ups
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zoeken in gehele tekst
  • Zoeken/filteren

Alternatieven

Uptime Cloud Monitoring

4,7
#1 alternatief voor Clio
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CaseFox

4,5
#2 alternatief voor Clio
CaseFox is webgebaseerde software voor urenregistratie, juridische facturering, trustboekhouding, agendaplanning en...

CARET Legal

4,5
#3 alternatief voor Clio
Ontdek waarom Zola de snelst groeiende software voor praktijkbeheer is. Toonaangevende functies zoals gepatenteerd...

Actionstep

4,2
#4 alternatief voor Clio
Pas elk van je zaaktypes aan met een unieke workflow, mapstructuur, aangepaste gegevensvelden, documentsjablonen,...

Reviews

Totaalscore

4,7 /5
(1.606)
Prijs-kwaliteitverhouding
4,6/5
Functies
4,5/5
Gebruiksgemak
4,6/5
Klantenondersteuning
4,7/5

Heb je Clio al?

Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

5 van 1.606 reviews worden weergegeven
Jonathan
Jonathan
Totaalscore
  • 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 Leader of the Pack

Beoordeeld op 9-10-2019

I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with...

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!

Pluspunten

Clio is repeatedly at the top of the charts for available features. Clio is constantly working to improve their service and adding new features and functionality. We have had no problems to speak of. Any issues that we have had have been related to finding a particular option or feature.

Minpunten

I wish that Clio would support more advanced document generation. At present, it just does mail-merge-type generation. Substituting fields in Clio with a field indicator in a Word doc. I would love to be able to get rid of HotDocs and use Clio instead, but it just can't match what HotDocs can do. The other feature that I wish it supported is the ability for external uses (clients) to fill out forms or data, which can then be stored in Clio.

Overwogen alternatieven

Rocket Matter

Redenen om over te stappen op Clio

Clio has more features, functionality, and integrations than the competition.
Steven
Totaalscore
  • 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

CaseFox

Redenen 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

Keap

Redenen om over te stappen op Clio

Clio has more features and better support.
Kathy
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 0.0 /10

You cannot rely on anything that employees of Clio tell you to be true.

Beoordeeld op 20-1-2023

Onboarding was a nightmare, with technical glitches that caused hours and hours of additional work...

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.

Pluspunten

I have nothing positive to say about Clio at this time. Integrating our firm into their software was a major learning experience, which will guide me with the next software I choose.

Minpunten

The items added in the time that we have been with Clio have caused no improvement to our use of the product, although they use these additions as an excuse for raising their prices significantly. The "client portal" that they added does not even allow you to see if clients have viewed documents, which their old version did. Their new payment system only adds to their profits, so why would they utilize that as an excuse to pass on additional costs to their clients?

Overwogen alternatieven

Rocket Matter en CARET Legal

Redenen om over te stappen op Clio

Even though Clio was more expensive than our other final possible choices, we were made representations about what this software could do that exceeded the other offerings in assistance with our needs. However, once we started with Clio, we were immediately told that some of those representations were not functions of Clio at all.

Antwoord van Clio

Hi Kathy,
I'm very sorry to hear that about your experience with Clio. A member of our team is contacting you directly with you to work through these challenges
Kind Regards,
Jessica

Laura
Totaalscore
  • 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.

Markell
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Easy Peasy

Beoordeeld op 12-12-2023

We really have benefitted from our switch to Clio: we are able to track files better, share...

We really have benefitted from our switch to Clio: we are able to track files better, share calendars better, and invoices don't get forgotten anymore.

Pluspunten

We love the invoicing the most - we are sure we have re-captured getting paid for many files we used to not be able to track and get paid for. Now we can send an invoice online and get paid online too. Making a bill is quick and easy, and our staff even thinks fun!

Minpunten

We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to attach files to emails, so we didn't end up doing this. Also, when sending an email from Clio, I would prefer that it auto-saves it to the Clio file.

Overwogen alternatieven

MyCase

Redenen om voor Clio te kiezen

Amicus was "clunky" - it was not cloud based, didn't connect with our cell phones (so we couldn't see our calendar), and document management and billing was not easy.

Overgestapt van

Amicus Attorney

Redenen om over te stappen op Clio

The look of the software was very clean and we loved the ability to code different types of events on our calendar by color, that is how we organize our files. It was intuitive and easy to use, while not offering an overwhelming number of services we didn't need.
5 van 1.606 worden weergegeven Lees alle reviews

Clio - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Clio.

Clio kent de volgende prijsmodellen:

  • Vanaf: US$ 39,00/maand
  • Prijsmodel: Abonnement
  • Gratis proef: Beschikbaar

Clio heeft de volgende typische klanten:

Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

Clio ondersteunt de volgende talen:

Engels

Clio ondersteunt de volgende apparaten:

Android (mobiel), iPhone (mobiel), iPad (mobiel)

Clio kan worden geïntegreerd met de volgende toepassingen:

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

Clio biedt de volgende ondersteuningsopties:

E-mail/helpdesk, Kennisbank, Telefonische ondersteuning, 24/7 (contact met medewerker), Chatten

Gerelateerde categorieën

Bekijk alle softwarecategorieën die gevonden zijn voor Clio.