Clio Software


 

Developed in 2007, Clio by Themis Solutions Inc. was created to meet the practice management needs of small to mid-sized law firms. The web-based system provides a way for legal firms to track and meet important deadlines, manage cases and documents, schedule appointments, and track time spent with clients.

Clio's scheduling system provides a way to manage tasks for the day, week, or month, and the dashboard keeps track of billing information and goals, so that each firm knows how close they are to meeting these goals. The task management system allows legal professionals to link tasks to specific issues, and assign the tasks to members of their team accordingly. From here, task progress can be monitored to completion so that all necessary objectives are completed in a timely manner.

As a web-based system, Clio is accessible from most devices, so clients can use tablets, laptops, and smartphones to access the system.

 

Clio - Matter Management
 
  • Clio - Matter Management
    Matter Management
  • Clio - Time, Expense and Activity Dashboard
    Time, Expense and Activity Dashboard
  • Clio - User Dashboard and Firm Feed
    User Dashboard and Firm Feed
  • Clio - Calendar, Schedule and Task View
    Calendar, Schedule and Task View
  • Clio - Campaign Tracker
    Campaign Tracker
  • Clio - Billing and Trust Accounting
    Billing and Trust Accounting
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

3 Reviews of Clio

Showing 1-3 of 3

 

from Nova Law Corporation
Specialty: Divorce
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Great product!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Ease of use, trust accounting capabilities, integration with accounting software

Likes Least

Document automation, too pricey for the type of product it is.

Recommendations

Great product, ease of use. Easy to learn and really adaptable for small firms.

 

from Reidy Law Office
Specialty: Legal

Clio has been a great addition to starting a law firm

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Overall, it is very easy to use. It has many things that I like, but it also has some things that I do not need and wish that I could remove. I tried a few different software products, and Clio has the most of what I like. The client portal is very nice.

Likes Least

Unlike its competitors, clients cannot use the mobile app. With so many people on the go, it would be nice for clients to have access to their information on their mobile devices.

Recommendations

It is important to try multiple companies when you have an opportunity to actually use them. Each place is unique and offer different things that may or may not fit your needs.

 

from Reidy Law Office
Specialty: Legal

Clio has been a great addition to starting a law firm

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Overall, it is very easy to use. It has many things that I like, but it also has some things that I do not need and wish that I could remove. I tried a few different software products, and Clio has the most of what I like. The client portal is very nice.

Likes Least

Unlike its competitors, clients cannot use the mobile app. With so many people on the go, it would be nice for clients to have access to their information on their mobile devices.

Recommendations

It is important to try multiple companies when you have an opportunity to actually use them. Each place is unique and offer different things that may or may not fit your needs.

 
 
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