Opiniones de Clio

Ofrece un buen servicio de atención al cliente con flexibilidad y asequibilidad.

Me gustaría tener más opciones para personalizar los informes. Fuera de eso bastante bien.

Clios es veloz,rapido,facil en la carga de los datos

No deja almacenar muchos datos y informes

Very accurate and reliable software. Customer service is very responsive. they appear to take suggestions well for enhancements.

Minor complaints about user access/authorizations. However, software roadmap contemplates fixes.

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.

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.

An all-in-one practice management system to run my law office

Clean syncing with Email for storage of communications is not there yet and should be included

Clio has been great to track billable time and expenses, and sharing documents (including LARGE attachments like videos.). Calendaring is great as you can link the event to a matter and invite users, including clients and other parties. Setting reminders is also great to help you take on task and meet your deadlines. Customer support is very responsive, and helpful. Clio Grow has also been great to use, wish the editing of the documents and forms was more user friendly--it has already gotten better since we started using Clio (there is now the ability to add a table!)

There have been bugs that have taken some time to correct. Timer issues (starting and stopping, you need to really pay attention that it is properly recorded this); additionally, the Clio calendar becomes un-synced with out Outlook calendar(s) and that is a huge issue (currently) as we have to double record.

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.

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.

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

in my use I have not detected anything that I dislike and I feel that everything has worked correctly without causing any problems

I have demo'd a bunch of law practice management software providers, Clio is by far the best. It isn't a perfect system, but it does the job. The two way texting, client portal, and customization are hard to beat.

Two of my biggest pain points are flat fee payment plans and notes. I would like to see a feature where we could just easily type a quick status that does not need a dedicated note entry.

Flat fee payment plans there has to be a better solution than me manually figuring out the payment plan and due dates. MyCase automates this, Clio should be able to figure this out too.

Integration of payment, invoicing and CRM

I used to love the customer service but now....NO

Difficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries.

Clio’s ability to integrate key features internally - calendaring, invoicing, payment, and communications, along with allowing for third-party programs to work within the eco system make it a very easy to use 1 stop shop.

Sometimes some features are only available at the highest level of service, which while understandable can be hard on younger folks just starting out.

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.

The self-help isn't fabulous, but fortunately I've been able to get help through online chat.

unlimited free support, training, always willing to listen to customers,

Too slow to implement solutions, no accountability re feature requests.

It is user-friendly and helps me manage all the essential aspects of my law practice such as time tracking, billing, invoicing and file management. As a sole practitioner, Clio has been invaluable in saving me time on administrative tasks and allowing me to focus more on growing my practice.

There is nothing that I didn’t like, all the components have made my life easier!

We like the integrations and ease of use.

Automation with the custom fields is lacking and we have to use secondary programming that still does not meet our needs. The reporting mechanisms could be better as well. We would also prefer some better integrations with Clio Grow and the inbox with the Quick Intake form.

Ease of use
Seamless integration with Google Workspace
Like the app integrations

Needs AI
Needs better historical invoicing abilities
Needs better contact syncing
Needs more tutorials on Clio Grow

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.

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.

Comprehensive and ease of use. It's ability to do drafting templates and communicate seamlessly with the clients. Also, customer support is excellent.

Some of the services are not as intuitive as some staff would like, especially older staff.