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Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area.
UK-based Solicitors, Fee Earners, Partners, Administrators, Legal Cashiers, Accountants, Compliance Officers, & Sole Practitioners wanting to run a more efficient and profitable legal practice.
I love how EASY the dashboard is to use. Also, the customer support is top notch -- quick responses, tons of training, great written resources too.
This is a problem because they don't tell you about the problems and you have to find them yourself.
It integrates client / matter information and billing in a pretty seamless manner. It's a great repository for all kinds of information and internal communication.
Seems that they are unable to actually solve this problem. Do NOT select their online payment option, if you have any institutional clients or any clients that prefer to pay by check, eCheck, or ACH.
Easy to use, customer support is awesome, helpful tutorial videos and great client experience. I have received multiple compliments on the style and ease of paying on-line.
One time i really need to client support service emergency bit i was a bad experience to reach and resolve the problem.
I am very pleased with Clio and what it has done for our office. Like I mentioned above, Clio has stream lined our workflow in our office to ensure better use of time and retention of documentation.
There is no restore your organizations work if a rogue employee deletes it or an accidental deletion without nefarious intentions.
The system is user friendly with a dedicated accounts manager always available to deal with any queries. We strongly recommend it to other practices.
Unable to unlink from a case without linking to another case. Heading in E-chits will show a case even when the transaction has no link to the case.
Very user friendly and the the technical support is very good and quick.
At the moment, whether it’s my lack of experience, the lack of user friendliness of the system or a combination of both, I do not feel that Quill is suiting my business.
Very quick and responsive. Legl integration is awesome for sending clients a link to pay a bill safely and securely within minutes.
The fields can be limited and not always relevant to the case.
Brilliant service from the account manager, one point of contact which really helps.
Still waiting for features to be set up as you cannot move to next step until step one is complete. Very rigid software and no flexibility as compared to cloud based softwires.
Jodi A.: Hi, I'm Jodi. I am the attorney owner of my firm, and I give Clio five star rating. For more reviews like this, click below. So I tried out a number of software products before deciding on Clio. I tried out Rocket Matter, MyCase, Houdini, and another one that the name escapes me. I found that Clio had an interface that I liked and it had all the features I liked, and it worked with my current software that I was using. I chose Clio because it enabled me to keep all my client information in one location. While setting appointments, it integrates with a number of apps. I use Gmail and Google Calendar, Clio interfaced with that when I signed up. Since I originally signed up about 10 years ago, it integrates with a ton more of options now. Onboarding with Clio is very simple. You don't need a ton of computer knowledge in order to do it. The Clio staff is so extremely helpful. Anytime I need something, I reach out and they are great to work with. Well, if you're going to use Clio and you want a complete app, I would definitely strongly suggest Clio. Right now there's Clio. Clio has a CRM called Clio Grow. They have a payment integration called Clio Payments. They integrate with so many different softwares. I use LEX Reception. It integrates with that, but it integrates with other reception services. I've recently signed for Lawyer, which is a document prep service. If you are looking for a complete package, I would definitely suggest Clio. The other thing about Clio is that it's really not just a software company. They provide numerous free webinars on various topics, and there's also the annual ClioCon every year.
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