Clio Software

Pros

Product is easy to use and keep track of client files and billing. App is super convenient and had minimal issues.

Cons

The price is steep. WE were on a grandfathered price and package, but they sent us a letter telling us they were no longer honoring the price for that package and that we would need to upgrade to the new price. Bad business, especially for loyal customers.

Support team are extremely reliable and helpful

Pros

Easy finding matter, clients, calendar events, tasks, notes, etc.
Timeline: the software automatically generates a timeline of all action done on the matter
Court Rules: available for Calendaring and automation, user friendly and accurate
Ability to input online spreadsheets into Clio
Instant messaging with other users and contacts (clients)

Cons

Extensive integration options with over 100 partners--Clio does not have all necessary abilities and the integration is only available in the more expensive packages but they are at an additional price

They are WONDERFUL at migrating your current system into their system! I could not believe that the support was able to migrate all of our past and present data that he did. He went above and beyond for sure!

Pros

The dashboard feature is very nice, but only when navigating through a specific client's matter. I am still in the process of getting all of our clients to create their Clio Connect. However, the Clients that have made their Clio Connect account seem to love the accessibility to their legal documents. The secure messages are also a WONDERFUL feature. There are too many pros to list.

Cons

I have yet to find a place under the 'reports' section where I can run a "History Bill For The Court." When we were using Sage Timeslips, I could quickly run this option/report. It will run a total report for you, but there are not enough options in my opinion.

great product for helping lawyers keep track of their billing.

Pros

I can see they are improving the product in ease of use, it more compatible with Quick Books then it was six months ago.

Cons

It has trouble import data that has the same invoice number in quick books, it will not bring it in. You need manually transfer it.

Narrow view of case management, with dominant practice focus on income rather than client focused priorities.

Pros

Easy to use, quick set up, responsive help. Some capacity to customise fields. Help and onboarding very good.

Cons

Reporting suite is limited to financials. No capacity for client centred success factors. If you just want to know how much money is coming in, then this is for you. If your clients want a broader set of data them limited.

Worst customer experience I have ever had

Pros

Not sure, never got to use this system. It seem an decent solution but based on the experience I had make sure you protect youreself

Cons

Decided to use Clio as a hub (middleware) for our immigration office. I paid for the annual plan for couple of licences. Due to unforeseen events we had to cancel few hours later before we ever used the system. To my shock Clio refused to refund the money (saying it wouldn't be fair.....). Be careful if this company thinks they can take advantage of you they will. It is important to add that the other software packages we had to cancel did so without any need for an argument. I guess they know they shouldn't charge you for never ever using the system. Shame on you Clio

This product has been wonderful for use in a law firm. It has simplified billing and the ability to sync to OneDrive has been great.

Pros

Ease of Use
Quick Customer Service Response Time
Ability to Sync to OneDrive
Simplify Billing
Document Retention
Reports

Cons

The only con that I have encountered with Clio so far is that on occasion, we have had issues syncing it to OneDrive. Nine times out of ten, it has been a Microsoft issue though.

Pros

This product keeps everyone on the same page. It is a great way to assign tasks, upload documents everyone needs access to and allows you to easily track time between clients. It definitely improves workplace efficiency.

Cons

It doesn't have all of the bells and whistles as some of the more expensive software programs. It is time-consuming to set up the tasks and descriptions. You also need to be sure everyone has a clear understanding of what each task is otherwise you can have difficulty keeping accurate track of billing and conversion rates.

I run a small firm. I paid a lot of money per month for Clio. It is the worst software I've ever encountered. They lied to me so many times during setup and told me they had features that they did not. It is the most user unfriendly software I've ever dealt with. They refuse to give any refund, so I'm locked into a contract at more than /month. I'm switching to Practice Panther immediately.

Cons

literally everything. I run a small firm. I paid a lot of money per month for Clio. It is the worst software I've ever encountered. They lied to me so many times during setup and told me they had features that they did not. It is the most user unfriendly software I've ever dealt with. They refuse to give any refund, so I'm locked into a contract at more than /month. I'm switching to Practice Panther immediate

Pros

It is able to make your billing and invoices look lawyerly and send them directly to the clients with a button linked to your LawPay account. It looks like it will be easier to capture time using an app on my phone than my prior systems of keeping a spreadsheet.

Cons

It can be overwhelming how many videos you have to watch to learn how to do things. I wish it was more like an Apple product that is easy to figure out without watching training. Also, the support people will call you all of the time if you show any interest in a free trial or subscription.

Pros

Before new Clio, the product worked great and met our needs. New Clio's "improvements," particularly with billing, added a number of useless steps and made the task or receiving a payment more time consuming and less functional. Before it was a button click to find the bill, a click to close a matter associated with the bill, and a click to "receive payment." Not now.

Cons

The "new" Clio isn't really very helpful and is less user-friendly than the previous version. And the iPad version is a joke. Try to manage bills from you iPad, even receive a payment, and you'll go right back to your desktop - or you won't be able to get the job done. This is a great case of designers and programmers not understanding how their clients work.

Pros

It does a great job organizing various aspects of legal case management in one program for an affordable price, especially for a small law firm.

Cons

Utilizing all of its features, especially the more sophisticated activities of setting of templates and form files is not intuitive. While the seminars are helpful, it would be much easier to have support that can walk you through the process. After over a year, we are frustrated by not having the skill or the time needed to do all of the things the program should allow us to do.

Pros

I was very excited when my firm purchased Clio, because I had been begging them to implement practice management software for two years. Clio has many features, and I believe the most number of integrations.
I love how Clio organizes your timers; you can start and stop timers, assign them to a contact, and it automatically saves them at the end of the day. This is by far the best timer feature I have seen in the many practice management softwares out there.
The dashboard contains nice graphics that show you your targets for the day, month, and year, and where you are against those targets.

Cons

The notes feature is a tiny box that does not have any formatting capability whatsoever.
The documents feature requires that you download a copy of a document, save it to your hard drive (or external source such as Dropbox), and then re-upload it to Clio.

Pros

Good for keeping track of time spent on a matter
Makes billing easy
Keep track of everything in one place

Cons

Some of the features are not intuitive, and therefore the program is not the most user friendly
If you stop using it and want to rejoin it is a pain because the program won't allow you to simply input credit information - I had to go through Clio customer service

I highly recommend Clio Software.

Pros

This efficient software has everything you need to successfully run your law firm! The recent update made all of the features faster and easier than ever before.

Cons

The Clio software does require some training to learn how to use effectively. Then again, doesn't most software?

It does what it is supposed to do without any headaches.

Pros

Easy sync from smartphone app to desktop application; Add date while in court and it is in my calendar when I get back to the office. Track trust account info easily and keep up to date on all matters

Cons

The app's timer s not intuitive. While it works, every time I use it I essentially have to "re-learn" it! Otherwise, the rest of the app is good.

I have never come across a software solution that will likely bury law firms. I want to give this zero stars but that wasn't an option, just like the others in the software that are basic. STAY AWAY FROM THIS! TERRIBLE

Cons

Absolutely horrible software. Never ever choose this to run your firm. You will be very sorry for setting for an "easy time clock". You cannot protect your data! No audit trail and easy to erase actual transactions without know who did it!

Pros

I went from billing by spreadsheet to Clio. The process in Clio is fast and easy, and now I do not dread the drag of billing.

Cons

I still have some trouble juggling tasks and events. I feel as though I need to review multiple sources to stay on top of my practice.

Pros

Clio is an easy to use mobile program which allows our attorneys to access everything in one convenient location including billing, documents and firm agendas. Clio seamlessly syncs with Microsoft Business Essentials allowing for the integration of client emails and attachments, as well as calendaring into the program without any duplication.

Cons

The only cons at this point have been the limitations on the migration of PCLaw data (limited to matter number and client contact information) and the lack of a native email support. However, the sync with Microsoft Exchange makes this second issue very minor.

Pros

Very user friendly. Super easy to learn and easy on the eyes. Great training program that I highly recommend completing (Clio Product Pro).

Cons

There are a lot of features, and it takes some time to learn how to utilize to your benefit. That said, complete Clio Product Pro certification and it makes it that much easier.