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Clio vs InfoFlo: Which is best for you?
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per month
and Demo
Features
- 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.
- InfoFlo allows me to add only the modules I need, such as advanced tasks, permissions, invoicing, and document management, making everything more personalized and preventing the system from feeling overwhelming or too cumbersome for my team, because we only activate what we actually use.
- Simple tasks, like assigning a sales rep to an account is not available. When we ask to add the feature we are told it will cost thousands of dollars and will take months as they do not have the "manpower" to get it done.
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Recommendations
