Clio

What differentiates Clio from other similar products?

Simple to use

What is your favorite aspect of this product?

Billing time software

What do you dislike most about this product?

Basic functions

What recommendations would you give to someone considering this product?

Small law firms

What differentiates Clio from other similar products?

Clio has an intuitive design, is highly customizable and integrates easily with the tools we use every day, including Office and WealthCounsel. Clio allows us to expand our practice and handle a large volume of clients. The custom fields are extremely beneficial and allow us to track our cases in unique ways.

What is your favorite aspect of this product?

I like the notifications that offer support and training for new options and/or updates within Clio. I like being able to select certain calendars to view at one time or several at once if needed. There is no need to constantly print documents. The electronic signature feature helps me make transactions much easier and faster.

What do you dislike most about this product?

No restoration of your organization's work if a dishonest employee deletes it or accidentally deletes it without bad intentions.

What recommendations would you give to someone considering this product?

It allows me to put everything in one place, from intake to custom fields, all communications, document intake, calendar and scheduling and billing, it is my literal lifeline for my law practice. I can task items to my staff and monitor our performance indicators.

What differentiates Clio from other similar products?

The Clio platform does not claim to be a closed, proprietary system. Instead, it forms the basis for daily lead, customer, time, document and billing management, complemented by nearly 200 third-party integrations, with new offerings coming online every month. Clio offers unlimited cloud storage and IOS/Android apps that make all your company information, customers and documents available 24/7. It's incredibly easy to use and easy to learn. I use virtually every aspect of the software on a daily basis and have been using it for over 10 years.

What is your favorite aspect of this product?

Timeslips integration was easy. Integration with Law Pay was also simple and LawPay is the best part of the program. Clio offers almost complete case and lead management services. Their support staff is responsive and if you engage them in a conversation about your firm's needs, they are eager to listen and learn. Since I started using it, Clio has steadily expanded their offerings which are a real value add. Their annual conference is a great networking and learning event.

What do you dislike most about this product?

Some of the features are confusing. Sometimes the way I format my subject columns changes and I have to reformat them from time to time. Also, I'm not sure how the issues are sorted in my open and closed issues, so I have to search for them, which is not as fast as I would like.

What recommendations would you give to someone considering this product?

It is easy to use and well thought out, it has many features, it integrates with many other software programs, it has very few bugs/bugs, the Clio team is great to work with, they are constantly improving the product, there are many Clio users, so lots of opportunities to collaborate.