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

Apparaten

Bedrijfsgrootte

K M G

Markten

Australië, Canada, Verenigd Koninkrijk, Verenigde Staten

Ondersteunde talen

Engels

Afbeeldingen

With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.
Robust invoice customization options give law firms the opportunity to put their branding front and center.
The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute.
The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home.
Clio calendar
Clio matter pipeline
Clio create new contact
Clio reports
Nog 9 andere bekijken
Clio-video
Clio-video
Clio-video
Clio-video
Schermopname van Clio: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance. Schermopname van Clio: Robust invoice customization options give law firms the opportunity to put their branding front and center. Schermopname van Clio: The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute. Schermopname van Clio: The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home. Schermopname van Clio: Clio calendar Schermopname van Clio: Clio matter pipeline Schermopname van Clio: Clio create new contact Schermopname van Clio: Clio reports

Functies

Totaal aantal functies van Clio: 76

  • API
  • Aanpasbare formulieren
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Activiteitendashboard
  • Administratie
  • Archiveren en retentie
  • Audittrail
  • Authenticatie in twee stappen
  • Automatische back-up
  • Beheer van juridische zaken
  • Beheer van ontvangstbewijzen
  • Belastingbeheer
  • Beveiligde gegevensopslag
  • Boeken in verschillende grootboeken
  • Boekhouding op transactiebasis
  • Boekhouding voor activa
  • CRM
  • Casusbeheer
  • Casusnotities
  • Compliancebeheer
  • Conflictbeheer
  • Contactendatabase
  • Contract- en licentiebeheer
  • Conversies bijhouden
  • Documentautomatisering
  • Documentbeheer
  • Documenten genereren
  • Documentenclassificatie
  • E-mailbeheer
  • Elektronische betalingen
  • Elektronische handtekening
  • Factureren
  • Factuurbeheer
  • Factuurverwerking
  • Financiële analyse
  • Gegevens importeren en exporteren
  • Gevalsgedefinieerde tijdmeters
  • Herinneringen
  • Integratie in de administratie
  • Integraties van derden
  • Kalenderbeheer
  • Klantenbeheer
  • Klantendatabase
  • Klantenportal
  • Klantenverhalen
  • Massaverzending
  • Meerdere valuta's
  • Microsoft Outlook-integratie
  • Multilocatie
  • Onkosten bijhouden
  • Overzichtsrapporten
  • Personeelskalender
  • Projectadministratie
  • QuickBooks-integratie
  • Rapportage en statistieken
  • Realtime gegevens
  • Registerbeheer
  • SSL-beveiliging
  • Samenwerkingstools
  • Status bijhouden
  • Taakbeheer
  • Taakvoortgang bijhouden
  • Tijd bijhouden
  • Tijd en onkosten bijhouden
  • Timer
  • Uitschrijven van cheques
  • Versiebheer
  • Vertrouwensadministratie
  • Verwerking van creditcards
  • Voltooiing bijhouden
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zoeken in gehele tekst

Alternatieven

Rocket Matter

4,3
#1 alternatief voor Clio
Rocket Matter is de toonaangevende cloudgebaseerde software voor het beheer van advocatenkantoren die je helpt een...

Zola Suite

4,6
#2 alternatief voor Clio
Ontdek waarom Zola de snelst groeiende software voor praktijkbeheer is. Toonaangevende functies zoals gepatenteerd...

LawMaster

0
#3 alternatief voor Clio
Centralize all legal operations in one place with LawMaster's law practice management solution. LawMaster allows law...

MyCase

4,7
#4 alternatief voor Clio
MyCase is software voor juridisch praktijkbeheer die kleine advocatenkantoren helpt hun meest kritieke...

Reviews

Totaalscore

4,7 /5
(1.152)
Prijs-kwaliteitverhouding
4,6/5
Functies
4,5/5
Gebruiksgemak
4,6/5
Klantenondersteuning
4,8/5

Heb je Clio al?

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

Schrijf een review!
5 van 1.152 worden weergegeven
Stephen B.
Totaalscore
  • 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

Fantastic Practice Management Solution

Beoordeeld op 6-7-2019

Pluspunten

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.

Minpunten

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.

Daniel V.
Totaalscore
  • Sector: Juridische dienstverlening
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 9.0 /10

Great comprehensive practice management solution for lawyers

Beoordeeld op 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.

Pluspunten

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.

Minpunten

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

Dario D.
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

Initially very promising, but recently quickly deteriorating

Beoordeeld op 12-11-2020

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1...

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1 day, 1 week, 1 month, 1 year, 10 years - you get the picture. I have been raising this issues for a long time now and was today told that it may never be fixed. This is but one example of a clear failure to even understand the topic and the issue at hand. Clio was not like this before, so I suspect that something has changed at the company. Perhaps critical people leaving (and I have noticed that some people have left), perhaps financial difficulties, perhaps something else.

Overall, if I was asked a year ago about Clio, I would wholeheartedly recommend it. Currently, it would only be prudent to recommend to avoid it, at least until the situation at Clio changes, if it does change.

Pluspunten

Clio could be, and indeed was for a long time, a fairly good and overall well featured application. As with any application, it did not have everything covered, but was slowly improving and adding features. In other words, it was a decent application that was getting better.

Minpunten

As of few months ago, Clio, put simply, started going backwards, and fast. Features that existed for years and worked perfectly, were either intentionally removed or broken and no longer worked. The number of bugs has increased exponentially. I used to discover a bug once every few months in the past. These days, almost every day I have to report new bugs or follow up on the existing and unresolved ones. In the past, any reported issues were addressed and resolved quickly. Now, you still get emails in response, but the emails are more of the scripted/lip service type and most issues do not get resolved at all, including critical issues relating to basic features that used to work fine in the past.

As I am not an insider to Clio, I am not sure what the reason is, but from many recent interactions with Clio support and their answer, it seems to me that there is no one at Clio who has their hand on the pulse or any control over the "technical team" or the "development team". From responses I get, it sounds like the "developers" run the place and if they do not think that something is important, it will not get done or fixed. To give you a concrete example, an important financial report was working fine in the past and, as one would expect, it was showing the period to which the report relates. Some months ago, when "updating" that report to a "new" report, they removed the period of the report field, so, believe it or not, the report now does not show which period it relates to

Edward D.
Totaalscore
  • Sector: Juridische dienstverlening
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

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

Clio is a Must!

Beoordeeld op 11-12-2020

Overall, the best time and billing software out there. I have demo'd several and Clio was the ...

Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.

Pluspunten

Generally Clio changed my practice. The software makes it easy to access critical data which is right on your dashboard, such as billing goals (day/month/year), A/R, actually vs. targeted billing, client and matters, just about everything a lawyer needs at his or her fingertips to make billing easy and efficient.

Minpunten

Sometimes, rarely, I find that info I need or a function I would want cannot be done which makes little sense to me. Also constructing Bills is more cumbersome than it needs to be.

Bert S.
Totaalscore
  • Sector: Juridische dienstverlening
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 3.0 /10

Passing the blame....

Beoordeeld op 8-9-2020

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's...

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?

Pluspunten

I thought everything was integrated and intuitive.

Minpunten

Always something that seems like a simple question but impossible to find the answer. The live customer service has mislead us on two or more occasions.

5 van 1.152 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

We hebben geen informatie over functies van Clio

Clio heeft de volgende typische klanten:

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

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, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, 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.