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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.
SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence tools, and made to handle today's challenges.
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 ability to customize every feature to best fit our needs. The quick responses from SmartAdvocate support and their willingness to listen to suggested changes.
We dislike that we cannot add documents to our calendar.
The customer service is amazing and they respond quickly if you have questions. I love that they offer on line classes if you want to learn more.
Document saving is more difficult than it needs to be.
The support is outstanding as well. Their dashboards and reports are unique nothing like I have ever seen before.
If there is anything to dislike, it's that I don't have enough time in the day to learn and utilize everything they offer.
The best benefit to Smart Advocate is when you actually use all of its functions and input all the information in its necessary place/fill out all the fields, it makes life very easy.
Not many cons - design/features inclined towards Personal Injury practice.
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.
Speaker 1: My name is Karen. I'm a legal assistant for a very small firm. We have five people that work here, and I give SmartAdvocate five of five. We use SmartAdvocate for case management. I particularly love the work plans and the task list. I always tell my, especially new attorneys, that if they'll use the task list, they can sleep at night because they know what's coming up, what needs to be done. There are sometimes issues that come up that I have to report to support, and maybe I don't hear back as quickly as I'd like.
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