Clio

What differentiates Clio from other similar products?

We use this software to optimally manage all our clients' accounts and have all the information in one program, from the invoicing process, to case management, disputes, clients and leads. I like that it allows us to completely track all processes, such as activity tracking, expense tracking and hours worked on each case.

What is your favorite aspect of this product?

One of the advantages of this software is its mobile application, as it allows us to continue using it even outside the office, which makes our work easier. It allows the integration of accounting software, to keep an invoicing in order and without errors. The fact that it allows the integration of PayPal, which is an application that many people use, is a great advantage that we do not see in other programs.

What do you dislike most about this product?

The process of migrating customer information to the software was very complicated and although it is a one-time process, it was so cumbersome that they should find a way to make this task easier. I would also like your reports to be more detailed, especially in the accounting part, to have more control of income and expenses.

What recommendations would you give to someone considering this product?

Clio is an excellent practice management solution for small firms doing billing work. Clio management software is great for tracking your time, tracking themed budgets, and tracking expenses at different rates. Clio is also ideal for companies looking to implement and use technology in the office. If clients are at least somewhat tech savvy (have and know how to use email), they will also benefit and enjoy implementing Clio. Clio is our primary CRM. We are a small two-lawyer firm with no support staff, and Clio (Administration + Growth) allows us to leverage technology solutions to better serve our clients' needs.

What differentiates Clio from other similar products?

Clio overall has more Pros than Cons, it has made our billing reliable and secure with our clients, it is much more efficient with a premium plan and has allowed us to add billable hours to projects, which we could not do before and had to bill several times per client.

What is your favorite aspect of this product?

Clio offers enough tools and features to improve the management and performance of queries made for any small or medium business. It has too many integrations which allows us to be up to date with everything. It is an important part of the business development of our product and Clio always makes us go one step ahead of our competition.

What do you dislike most about this product?

You need advanced configurations to be able to automate everything, Clio gives us reliability and growth, but it takes a lot of training to achieve the goal. It leaves a lot of gaps and shortcomings in the long run, but we can adapt with experience using Clio.

What recommendations would you give to someone considering this product?

Clio is feature-rich, which means it has the power to do a lot, customizing it to your company's needs. However, essential remote work functions such as text messaging, video chat, etc. are still missing within the platform.

What differentiates Clio from other similar products?

We use Clio as a tool for the organization of a mini-company. This system allows us to guide us in the basic functions that every entrepreneur should have such as managing legal documents, sending mass messages to different contacts and making a calendar with all the events and objectives of the brand.

What is your favorite aspect of this product?

Thanks to this tool our startup process is summarized in a few simple steps a day keeping our status updated, Clio is complemented with other text and numbers applications which facilitates the integration of official documents of each company allowing us to see results in real time.

What do you dislike most about this product?

The workspace can sometimes be disorganized, this is an action that depends on the person who is operating it. The search system sometimes fails when you need to find a file of a specific day.

What recommendations would you give to someone considering this product?

With Clio you save time in many legal and accounting processes, it is important that the system can update its specific search system. In this platform many client data such as name and signatures need to be more protected. Unify more document formats to the system would be key for a good user administration.