Clio vs ServeManager

RATING:

4.7

(1605)

Clio has 1605 reviews and a rating of 4.67 / 5 stars vs ServeManager which has 178 reviews and a rating of 4.81 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.

Overall Rating
4.7 (1605)
4.8 (178)
Ease-of-Use
4.5 / 5
4.5 / 5
Value for Money
4.5 / 5
4.5 / 5
Customer Support
4.5 / 5
5 / 5
Functionality
4.5 / 5
4.5 / 5
Last Review Written
May 31, 2024
July 19, 2023
Pros/Cons
  • Pros

  • I have to say the Cleo support and help section is spectacular and one of the best I've ever come across. They have a clear academy which offers training on specific things you can do in the software.
  • Clio Manage and Grow have been excellent additions to our practice. We especially love the integrations with other programs that we use.
  • Cons

  • Document automation is TERRIBLE and invoicing just means linking to Quickbooks.
  • Billing is cumbersome and inefficient, lacking in options to suspend printing for those clients who are in collections.
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  • Pros

  • The program works flawlessly and they are constantly adding more great features. The price is a bonus too, it is very reasonable.
  • I think the ease of use and speed in which you can obtain and write information is great.
  • Cons

  • My only complaint is not having control over my Job number.
  • My number one complaint was that we could not do Mass services at one location.
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Pricing Range
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$
$
$
$
$
$
$
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$
Product Demo
Product Screenshot
Product Screenshot
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FrontRunners

The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.

FrontRunners

2024

N/A
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347 Recommendations
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Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos