Clio Erfahrungen

Ich habe Clio getestet. Clio Grow darf man nur testen, wenn man vorher ein Test Abonnement kostenpflichtig abschließt. Es hat mir nicht zugesagt. Es ist praktisch unmöglich, das Produkt zu kündigen. Die buchen einfach weiter von der Kreditkarte ab, also Vorsicht! Das ist eine Falle.

Betrügerische Abo Abzug Falle. Es gibt keine Möglichkeit, dass einmal abgeschlossene Abonnement zu kündigen. Faxnummer ist nicht angegeben. Meine E-Mails wurden zwar bestätigt, trotzdem wird weiter abgebucht.

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.

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.

Clio has the features I needed. I was fooled by the initial trial into thinking it would be a good fit for my firm. What use is a feature that is so complicated to find, use, and enable that I have to call support or Google how to make it work.

Nothing is intuitive, at first it seems like everything is going to work. Clio has all the features I wanted, or at least it seemed like it did. Once I used it for more than just the trial period, using it to manage my trust account, client billing, client communication, it just does not work. After using it for any length of time, the navigation gets tiresome and then frustrating. At every turn I find myself having to Google how to make it work. Sharing a document with a client requires several steps including typing in the client's contact info; instead of just clicking a button for share. Now my client can't enter a partial payment. What the heck? Prior to becoming an attorney I was a software engineer; I would have been embarrassed to put my name on such a product.

Frankly, I don't trust the myriad of positive reviews for this product, they can't be true.

Clio’s ability to integrate key features internally - calendaring, invoicing, payment, and communications, along with allowing for third-party programs to work within the eco system make it a very easy to use 1 stop shop.

Sometimes some features are only available at the highest level of service, which while understandable can be hard on younger folks just starting out.

User friendly, has good features, also accessible on phone app.

I don't know how to take full advantage of it.

I looked at several case management systems for my immigration practice, it really checked all the boxes when it came to intake, client invoicing, and helping my remote team stay organized.

I don't have a lot to complain about, it is not a cheap solution so the pricing is high.

Ease of use, Quality customer service, product innovation and of course the ability to provide the service we are committed to.

cost the cost is above most program and yet once again just like our services it is worth the money

unlimited free support, training, always willing to listen to customers,

Too slow to implement solutions, no accountability re feature requests.

It’s great to have everything all in one software

I wish they had a better way to communicate with clients within the software where the client can see all of the different matters and all of the real time status of billing and paperwork

Clio has been a game changer for my practice. Before I would write my time on a sheet of paper (sometimes any paper within reach) and hope it got entered at some point before the end of the month. Now, I immediately enter my time either on my computer or iPhone. A phone call, client conversations, anytime I work on a file it immediately gets entered into Clio.
At the end of the month, Billing is a breeze. I am able to see all of my Billable Clients for the month and with a few clicks, they are all sent out by either email or Clio Connect. My clients can pay with their credit cards, and many times they have paid overnight before I even get to the office the next day. I remember when I first switched to Clio about 80% of my accounts receivable paid within the first week.
My clients also like the billing detail with separate time, attorneys, and expenses. I have been able to create custom invoices to comply with some of my government contracts, which require invoices to look a certain way.
We are also big fans on the integration with Office365. The software automatically creates a client folder on OneDrive when a new matter is opened. This has been a huge help in keeping everyone working on the same files and storing documents in the correct client folder. Also, the Outlook plugin has been great to keep all emails received and sent copied to the client's matter. I do not know how many times I have easily found an email related to a client matter.

I wish there was better integration with Infusionsoft (now Keap). There is a way to connect using third parties, but it would be nice to only enter client information once.

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.

It was not syncing with QuickBooks when posting to CLIO but that may have been addressed recently. I need to check with my bookkeeper.

Functionality is nearly universal while specially and jusisdiction costomization is great.
Easy law firm branding and pre sale marketing is brilliant.
Support is outstanding and the Premium Support even better for speedy, live agent help.
Cost is reasonable and many available plans on their menu of options.
Clio grows nicely with solid feature burstsoften free to it's users.
Excellent and often updated/enlarged mobile App across all usual platforms: Appke, Android, Windows...
Superior online instant pay clientbinvoucing, and client trust account requests
The wide assortment of excellent and Rock solid 3rd party software affiliations is very impresdive.

I was fortunate to have free help migrating my existing, Timeslips database compiled over many years but it ain't quite so free today...Also, I'm still not a fan of the communications tools for clients and othes not subscribed to Clio.

The ability to integrate other software enable using other software to address aspects of Clio which are good, but not great. As an example, Clio Management's task management is good, but there is not a kanban or gantt feature, but I can easily integrate with Asana, Monday.com, etc.

Some aspects address needs in a basic manner, but are not as robust as software which is specifically designed for a single purpose. Using the same example as mentioned in the "Pros" - the task management works and can be automated, but it does not have highly specific features such as kanban or gantt.Additionally, the syncing between Clio Grow and Clio Manage could improve. The two do not sync completely - certain items (ex. emails, I believe) do not sync.Lastly, when trying to export specific sets of data, Clio is time-consuming. We had an attorney who left our firm, and providing her the information from her clients required going to each client and selecting "export" for each aspect of the clients' data (such as, emails, documents, contacts, transactions, etc.)

Clio is always adapting to improve and take feature requests into consideration while balancing innovation with consistency of interface and only incremental changes so as to not frustrate the user experience with too many changes all the ones. Beyond the tech, right from the beginning many years ago Clio stood out in customer service in terms of being very responsive, striving to find a solution to every problem where available, and being straight up in simply admitting that they don't have certain features developed yet and it's not available rather than trying to do a sales job or sugarcoat the fact that there will always be limitations in software meeting everyone's different needs perfectly. It's a very stable platform, secure, and the developers are even aware to do any sort of systemwide updates during times of low usage.

Maybe not so much a specific Clio issue, but rather mostly us as a user limited capacity challenge, there are many integrations and improvements which we could be adapting into our system but have just become stalled in locking the bandwidth. Quarterly or semiannually review (soft audit) of how each business such as ours is using the software would be beneficial with a systems person from Clio providing a couple recommendations of next steps that our group could take that would have a significant impact on better utilizing the tools.

Clio makes it easy to manage a case beginning to end. All of the client information is contained in one place. We can work on documents right in Clio and share documents to the client through the Clio Portal. Clients can safely upload their documents to us via the portal. We can communicate with clients through the portal or text messaging right in Clio. The Clio Support team is very helpful and has taken our enhancement requests back, some of which have already been implemented. We are able to keep everyone at the firm on track by using the task feature of Clio. There is no more wondering what is happening in a case because everything is tracking and tasked.

Our clients pay a monthly payment until their flat fee is paid in full. My current enhancement request is for Clio to have payment plan details written out on the client invoice. Currently we have to type this information out in the footer notes.

Having direct access to the company, and the developers is a huge benefit to using Clio. If there's something that's not quite right, there's usually an easy fix or workaround, and you don't have to wait around for days or weeks to get a response from support. As far as the software itself, we love the nearly limitless integration ability of Clio, and the fact that they're always adding/improving features, like CourtRules, which is essential to our litigation practice.

We've been powered by Clio since 2011, and at the time, subscription software was a new concept, which took me a while to warm up to. Eight years later, however, everything requires a subscription, so this is a non-issue. I can only think of two things that I wish Clio would come up with a fix for: (1) ability to merge duplicate contacts; and (2) bring back the ability to have a less expensive subscriptions for non-attorney users.

Our law firm has tried a few software companies to help us manage our clients and cases and this has been by far the bests. It is not perfect, but it is user friendly and easy for all to use (from lawyers, law clerks, paralegals, to even our admin and secretaries). We do not use the document feature. I use it to track open client matters, add notes to the case, assign tasks to support staff, calendar meetings, track time, hold contacts, and invoice. I really like that Clio constantly is updating to meet their customer's needs and is open to our suggestions on things that would make the software better. I would definitely recommend this software for law firms.

I do not like you cannot have two clients to a single matter - we have a lot of husband and wife contacts, so I wish we could connect two clients to a single matter. I use notes constantly and wish there was a way to format the notes like as a word document - highlight, make numbered outlines, add bullet points, change font size, etc.