Clio vs CloudLex: Which is best for you?

It has allowed for partners in our firm have actual data at their fingertips and it has allowed our firm to get bills out quicker and a better handle on our collections with the multiple payment methods available with clio payments.

Beware that if you’re not happy with their service and you’ve paid for a yearly subscription, they will say they will "check refund eligibility" and just cancel your account and not refund you without advising you.

It has streamlined our workflow and made client management much easier by keeping communication, documents, and deadlines organized in one place.

I think a feature that is missing in the notes section is the ability to pin important notes or in the alternative, put notes into different categories.