Clio

Fantastic Practice Management Solution

Pros:

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Cons:

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Excellent customer service

Comments: Excellent

Pros:

Support 'Live' is actually live - always available and always helps! This is important because with other companies you're usually on hold on the phone for a long time and then when the do answer - the take a message and 'refer you to the right team' - you're stuck on your task until they call back. When they call back, the caller tells you what to do but can't show you - that's another team. In my working day - its vital that support is given there an then so you can move on.

Cons:

Integrating it and setting up - this is very time consuming. It would be useful to have I suppose when migrating a one2one live support - somebody spends a day at the firm and sorts all this out. Templates, billing everything you need to get started. That would've been rather helpful.

ok software but they charge extra for little things and overall less functional than LEAP

Comments: it was ok definitely better products out there, i switched to LEAP instead

Pros:

case management software was ok but it was nothing impressive they charge extra for documents

Cons:

they lack the accounting features and the email integration is terrible its like double data entry

I highly recommend Clio to any practice

Comments: I have been very happy with Clio. I think it really streamlines everything. I am particularly happy with the billing and invoicing features.

Pros:

I like the ease of use. We were able to switch over seamlessly with no issues. We were ready to go on day one of launch. It is intuitive and easy to use. We used our previous software for 20 or more years and we were able to switch over with no issues. Everyone in our practice has been able to transition with no issues.

Cons:

The only issue I have with Clio is when using it with Quickbooks, when you create a check in Quickbooks with multiple matters on the payment it ports it over as one expense and you have to then separate it out into the different expenses for each file. It creates a situation where you have to put the entries in twice. I think this is a Quickbooks issue more than a Clio issue, however the problems remains that same.

Alternatives Considered: PCLaw, Amicus Attorney and LEAP

Reasons for Switching to Clio: We were being forced to switch from PCLaw and Amicus because they were no longer going to be supporting each other with updates. There were some issues with LEAP's software and the way that we handle practice management that would not have worked for our firm.

Effective Product

Comments: So far its been a good experience. It is much more user friendly than the last management software we were using.

Pros:

The ease of use if the thing I like best about Clio. Its very easy to navigate and figure out how to do something you might not have come across yet.

Cons:

The thing I like least about Clio is that it does not work well with QuickBooks. The expense entries do not import from QuickBooks separately, but all as one entry. Very annoying and time consuming to fix.