Overview
Product Information on Clio
What is Clio?
Clio Pricing
Overall experience with Clio
“Bridging Daily Management Gaps: A Cost-Effective Tool”
About Company
Company Description
Clio, a company offering cloud-based legal technology, primarily focuses on providing solutions related to practice management, payments, and client intake software. The objective of Clio's solutions is to help lawyers become more client-centric, aiming to enhance their service delivery. Evolving as the pioneer to introduce cloud-based legal practice management software since 2008, Clio continually works towards providing state-of-the-art cloud-based solutions for law firms under their client-centered suite. Further, Clio assimilates the expertise of their specialist team with its legal technology platform to provide real-time insights, designed to help lawyers in running their law firms more effectively. With its roots in Vancouver, Canada, Clio now operates on a global scale.
Company Details
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Reviewer Insights for: Clio
Clio Likes & Dislikes
It is a simple and accessible tool for day to day tasks as one can customize as per their suitability and it has very strong client support.
I feel it is incredibly simple to create invoices for our clients. There are soo many customizable options for everything you do in Clio, so you are never stuck with a template or process. I can't say enough about the GREAT client support! Even when my issue wasn't something that could be resolved, I still had a great experience. It's also impressive how many other apps and programs can be integrated with Clio.
Links to email; great support; document storage
Migration and connectivity with other apps could be improved.
There are small things that can be annoying with how Clio talks to other programs. For instance, not all fields come through to Quickbooks when you record them in Clio (ex. payment method or reference number). It can be frustrating that Clio can send information to Quickbooks, but Quickbooks cannot send information to Clio. It would also be nice to have cheaper licensing for non-attorney users.
I think our migration could have gone a lot more smoothly.
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Clio Reviews and Ratings
- MANAGER, LEGAL, COMPLIANCE AND STRATEGY10B+ USDManufacturingReview Source
Bridging Daily Management Gaps: A Cost-Effective Tool
It is a cost effective tool for day to day management of simple tasks, like payment reminders. - Firm Administrator<50M USDServices (non-Government)Review Source
Exceptional Client Support and Flexibility Defines Clio's Software Experience
Transitioning to Clio was surprisingly smooth. We've been using Clio's platform since January of 2020 and we're happy with it! Their client support is incredible and soo easy to access via chat or phone call. There have been times that they didn't have a solution for us, but even then, they submit the request as an idea to the developers. Billing for our law firm is much more streamlined than it ever was with other platforms. - OWNER AND FOUNDER OF LAW FIRM<50M USDServices (non-Government)Review Source
Enhanced Email Linking and Document Storage with Visionary Software
Support is generally available to help Monday through Friday. The software is quite capable and allows correspondence and documents to be organized along with billing per matter. - EXECUTIVE ASSISTANT<50M USDServices (non-Government)Review Source
Clicking with Clio
the consultants are friendly, patient and knowledgeable about their product.