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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.
Large corporate and medium sized organizations, conglomerates, holdings, investment funds, VC/Angel investors, business law firms, legal departments, accountants and other tax professionals.
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.
Great experience, professional tool made by field experienced professionals. Great services quality for implementation and support.
In my daily use, I do not come accross a lot of difficulties.
Application brings intuitive features like document assembly and the option to share data. Excellent customer support, easy resolution.
More integrations with government databases would be a plus, but I don’t experience a lot of difficulties in my day to day use.
Good user experience, great support team. I mainly use the document manager and Corporify is a great tool to create and manage documents that need to be signed and to follow this up.
If there is something you don’t like, you can discuss this with the people of Corporify.
User experience is good, easy to find your way through (in the way I use it). I love the signing module and the custom made templates.
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.
Clio
Top FeaturesCorporify
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