Clio

Comentários: I have not had a single issue with Clio. I have used it now for three years. My bills look sharp and the time/activity record keeping is flawless, which helps when I have to push to get paid. The trust accounting is redundant and airtight. I am looking forward to developing my practice and I know that Clio is expanding its range of functions at a rate faster than any of my needs. Clio is leading the industry in coordinating with third party vendors (Lawpay, Outlook etc) to make Clio even more functional and efficient.

Vantagens: There is much to like about Clio. Their customer support is first rate and comprehensive. For example, learning to manage trust accounting and the creation of regular client invoices are critical and time sensitive activities. During my first year with Clio, I would call customer service at the end of each month as I encountered small mistakes I made in billing or accounting. Clio was always there willing to patiently walk me through my steps to help me fix my errors. The billing and accounting features are redundant and it is almost impossible to make a mistake that cannot be fixed. Time entry is simple and efficient.

Desvantagens: I love the ease of use with respect to creating bills and managing trust accounting. On a different level, I have confidence that Clio is on the cutting edge of technology and software developments. As is evidenced by their annual conference, Clio is a leader in the industry. My investment in time learning this platform will continue to pay dividends as I mature as a solo practitioner. I am a veteran litigator but I recently opened my own practice. Clio has been the one indispensable tool to my new practice.

Comentários: Right from the outset I have found the support at Clio to be fantastically helpful. It's a big decision working out which product is right for your particular business. Clio, as you expect from most companies in the beginning, were great at informing us what Clio could do and answering our initial questions. However, what I am really impressed about it the continued support from Clio. It does not matter who you speak to, they are friendly, knowledgeable and will do all they can to help you. And if they don't know, which is rare, they will find out and get back to you. And they do get back to you! Plus every phone call is followed up with an email. With regard to the product itself, it is pretty easy to use. Most things are quite logical and therefore you can work it out fairly simply. I am of the view that no product is perfect as every business will have different requirements. In the case of Clio, there are a few very minor things we would like to see available. Clio are continuously developing and improving the product and, I think, everything we have enquired about that is not already a function of Clio, is in the pipeline. However, it is still great for us as it is but we always strive for perfection!

Vantagens: I love the simplicity and flexibility of Clio. It is very user friendly and the way it looks is very neat. It does not take long to work out exactly what you are looking at and what it all means. For me personally, I do a lot of billing and compared with a previous software package, Clio has saved me a lot of time and it's really easy to keep track of where you are as it automatically incorporates a workflow. Also, setting up new cases is easy and flexible. You are easily able to incorporate your own requirements and information.

Desvantagens: This is quite specific but for us, the biggest drawback is not being able to present the invoice in exactly the way we want (i.e. a front cover summary of figures without the time description wording). There is a lot of flexibility on the invoices which is great but the one thing we can't do is take the wording away from the first page. Our company like to keep the first page of the invoice very simple and clear and then have the narrative on the following pages. We understand, however, that this is being developed by Clio and should be rolled out some time in the next couple of months or so.

Comentários: I have had excellent experience with this software and constantly recommend it to others, especially solo practitioners because I believe it gives a small office the same abilities of time and matter tracking that much larger firms have always enjoyed.

Vantagens: This software has made managing my solo practice a breeze. I love that I can track client bills and trust balances at a glance and can set and track goals for myself with billable time. The note-taking and correspondence tracking functions are essential with divorce clients who often claim they did not receive information; the program can track what documents were exchanged or accessed. The invoicing is simple and pairing billing with LawPay makes it easy to get paid online via credit card. Addition of payment plans has also been a boon.

Desvantagens: I wish that the software had an accounting function, but it does work seamlessly with Xero, my accounting software. I also would change some minor details like adding more user-controlled functions to the reporting capabilities; for instance, I would like to be able to customize exactly what data my reports generate (such as trust ledger reports that included the last action on an individual account).

Comentários: Excellent! My assistant works 300 miles from me in a different location out of her house. We are able to function well as a result of the ease of use of this software.

Vantagens: I have a small firm, with a lot of documents. Being able to upload everything and have it at my fingertips, whether on my computer, or phone, is invaluable. Also, I can work from anywhere. I am not tied to a specific computer where the software must be installed; everything is from the browser. Also, the functionality of being able to make the software categories, front page, etc., match whatever firm/law you want is great! Also the people at Clio listen and make software changes based on customer reviews.

Desvantagens: Few complaints about the software. Would like the Edit button for the matter to be either left or right (have a choice.) When I split a screen on a laptop, I have to scroll over to edit. Also, when uploading files, having the boxes shift up sooner would be helpful, so you can see the auto-populate.

Comentários: I wanted to learn to use all the features of the software. I tried to use the features such as working with Clio and MS Office, and I had a hard time using and coordinating everything. I used Clio for about 4 years, I took the Clio classes that made me a Certified Clio User or whatever, to no avail. I went to two of their conferences and even hired someone to help me coordinate the Clio functions like the client portal. After spending a lot of time and money, I decided that paying so much per month to keep a calendar and a list of clients was too much money. About a year ago I started using a spreadsheet and my calendar to coordinate my hearings, etc, and it has been working well. I am looking to use another software simply because I am working with a partner, but I would keep using my spreadsheet and calendar if I were continuing to practice solo. In short, Clio is good if you can make all the bells and whistles work for you. I am looking to use a software that gives me the basics and charges accordingly.

Vantagens: Very intuitive. The calendar and tasks are easy to use.

Desvantagens: The sync with Microsoft contacts and the features that it offers were very difficult to sync and use.