Clio

What differentiates Clio from other similar products?

Clio has developed a faster, more accurate and affordable solution for legal aid attorneys; you don't need to rush to prepare your legal presence billing for upload to the CWA portal at the end of the month. Clio's matter management and billing features for legal aid attorneys and are designed to save hours, even days, in the legal aid billing process.

What is your favorite aspect of this product?

Built-in notifications ensure you'll never beat free legal aid again. Easy-to-read dashboards also mean you'll never miss an opportunity to request breakout rates and you can clearly see when to move a matter to the next stage. It is being used as an all-access tool.

What do you dislike most about this product?

The level of spam protection in the website form interface needs to be improved, there are regular issues that cause delays in loading time and document creation.

What recommendations would you give to someone considering this product?

In the past, invoicing could take days, but with Clio, legal assistance invoicing is much easier. Edit, store and organize your legal documents and matter communications securely from anywhere, Clio's customer service is fast and always helpful, tracking client fees and expenses is easy in Clio, and most of the desired financial reports can be found in Clio.

What differentiates Clio from other similar products?

Clio automates tasks, minimizes paperwork. Streamlines daily tasks so you can get back to what matters most. Clio helps provide customer-centric billing that gets you paid faster. Accept online payments according to firm accounting rules, set up flexible payment plans and more.

What is your favorite aspect of this product?

Great if you have a simple setup; a few large billable customers who never pay upfront and you never offer a credit to or want to habituate an invoice format. Used by the entire strategy as the legal case management procedure. It is used to log calls, log emails, track deadlines, manage the calendar, manage contacts and generate documents.

What do you dislike most about this product?

The level of spam protection in the form interface for websites needs to be improved, lately we have received a lot of spam forms from people trying to scam the company or sell the company's services. It would be nice if there was only one login for Clio Manage and Clio Grow instead of having to login to both. Somewhat workable to have more control over the format of the invoices.

What recommendations would you give to someone considering this product?

Clio management software is great for tracking your time at different paces, tracking issue budgets, and tracking expenses. Clio is also ideal for companies that want to implement and use technology in their offices. If clients are at least somewhat tech savvy, they will also benefit and enjoy implementing Clio.

What differentiates Clio from other similar products?

We are talking about the first platform dedicated to the field of law, estate planning lawyers use Clio only because of its integration with WealthCounsel. For its system configuration and form creation. It is a practice management solution for law firms.

What is your favorite aspect of this product?

All of our in-office tools come from this platform, document templates, automatic billing and invoice reminders. we use it to track matters, keep all of our dates in one place, to-do's and communication between our attorneys.

What do you dislike most about this product?

Being one of the few law firm applications it lacks its main contact collection system, its forms only allow you to collect one contact. You cannot create fields in the form that are optional type, so you must make a different form for a family with one child, x number of children. And a different form for married or unmarried persons.

What recommendations would you give to someone considering this product?

For the start of a law firm is good to start with this type of platform for the simplicity of using your system for templates, documents and type of billing, it is not a complete software, but it fulfills the necessary tasks to start, it gives you the ability to do a lot in a short time and customize to your business needs.