Clio vs Prevail Case Management System: 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.

Overall, it helped me maintain and access my client files even if the program wasn't as updated as others.

They took away zip code/city auto population, doc merge codes no longer works for text boxes, you can't attach emails to a file history directly from a history note anymore, nor can you make any edits to the way the email note actually appears in file. When you add a "matter review," it automatically says it was 12 AM instead of whatever time it actually was, and the time ticker only shows hour and minute (no seconds) now so if you want items to show up in a certain order, you have to wait until the minute turns over to add your next note.