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Closing Folders vs Clio: Which is best for you?
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Features
- Having experienced closings in the “old school” way (e.g. printing out stacks of documents, going around the room for signatures) and then through the transition to DocuSign, I can say Closing Folders has been a real game-changer.
- Currently, I have to go to excel and print to PDF, choosing a paper size or zoom that fits the information within a single page, then upload that to Closing Folders. If anything changes in the excel file, I have to repeat this process; this is a bit of a hassle.
- Built-in platform features (e.g. practice management, document management, invoicing), third-party integrations (e.g. Microsoft Outlook & OneDrive, QuickBooks)
- I asked to generate one report - and Clio is unable to generate the one report after the migration - how much revenue did my attorneys actually bring in based upon the hours they worked.
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Recommendations
