Clio

Pros

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Cons

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Alternatives Considered

Reasons for Choosing Clio

Reasons for Switching to Clio

Pros

Easy to use - there is almost no training needed for onboarding. Everything is user-friendly and help is just one click away! The questions and suggestions are passed along to Clio employees effortlessly.

Cons

It is a bit pricey for a firm of over 20 people.

Alternatives Considered

Reasons for Switching to Clio

Pros

The best thing about Clio is its ability to stay organized and track cases throughout its lifetime. Other competing software can make it difficult to easily search and open case files.

Cons

The space where clio starts to lack is smaller quality of life issues. 3 way reconciliation is still not a thing, building custom documents or invoice templates is tedious and yields sub par results, you can do things like automated expense creation, and the client portal isn't always easy for clients to figure out.

Pros

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.

Cons

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.)

Alternatives Considered

Reasons for Choosing Clio

Switched From

Pros

How easy it is to bill. I love the dashboard. I love how easy it is to set up.

Cons

I wish it would integrate with OneDrive where if i saved something to OneDrive, it would automatically update the document in Clio.