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.

Lastly, the support staff with Clio is always friendly, proactive, and responsive. If we are ever experiencing a problem with Clio, their support team helps immediately to resolve the issue.

Very good value for money and functionality is great.

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.

I have reached out to the support team many times for help to figure out how to do something, they have always been helpful and kind.

All are easy to use and save us a lot of time. The mobil app is a great supplement for someone who is in court a lot.

My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.

It has very robust features and integrations. I love that the document repository is built-in and built into the price.

Thank goodness I didnt cancel my MyCAse subscription and promptly went back.

Clio support confirmed that there is no way to stop this function. The search functions are terrible.

I have recommended this software to several friends and have help to train some of them on the basics while they were feeling it out.

Clio is worth every penny and like having a team of staff when I was just starting out.

I love its workflow and integrations with other platforms. The integrations are virtually seamless.

Clio takes case management to a whole new level. Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease.

There is an enormous amount of ability to customize clients billing and matters. I've never found a software like this one before nor one that allows you so much freedom to make it your own.

I love the ease of use and price. It's very affordable and easy to learn.

Love the ease of use, ability to share invoices with clients through email and the customer support.

Clio has been fast and efficient to use. All of our documents are uploaded with ease, and many of its features are useful.

We have been very pleased with Clio's responsiveness when we need help. They are also interested in our suggestions for changes/new options.

He dedicated the time and attention to hear our needs and we are grateful for his help.

I've had a great experience. The customer support is quick and helpful when needed.

I liked how the IT team literally walked me through the entire set-up/integration. To be 100% honest, they recovered & transferred my crashed billing entries from Timeslips into their system.

Clio is great software that makes entering expenses and time entries very easy. The software is intuitive and functional.

You will never be able to speak with a supervisor. I was extremely displeased with the service and tried cancelling the service a few days after, and they refused to give me a refund.

Almost everything I need to run my law firm can be done directly from Clio. It's incredibly useful and the price is surprisingly affordable.

Super super useful and absolutely necessary to my legal practice. I have two accounts, one for my solo practice and one for a firm I work with.

It is infuriating at times. I realize this sounds stupid, but over time, they add up.

I love how easy it is to correct or edit. I love love love that I can work literally from any location.

The reports are helpful, the integrations are plentiful and the customer support is amazing.

Clio is super easy to use and you can look at all your outstanding bills along with clients who have not paid those bills in one easy place.

Unfortunately a system update eliminated the email plugin and created a new and updated one, which came with flaws that have not been corrected.

It has a clean interface and good organization for cases that require heavy organization, i.e. multiple subfolders that live in the client case folder.

The program is pretty user friendly and the ability to customize it is pretty impressive.

Dynamics 365  is a great app provided by Microsoft to run your business. Being a part of the Microsoft is a huge advantage as it becomes more integrated to other MS Office programs.

It needs some customization for your need and sometime it gives you errors and that is little unlikely to be in Microsoft products.

It is nice software, easy to use. The UI is also good, neet and clean.

It's very easy to navigate and if you need help, the help box is right there. If you need live help, you can always contact a rep to help.

I really like this integration of Microsoft and the way it is set up to help expand on project and business management.

Great for our sales department to track leads. The best part that will help with my job, fewer spreadsheets to use.

For my role, Dynamics provides excellent task/case/customer management features allowing me to resolve customer issues quickly and provide better overall service.

The support team is very prompt and helpful, with their help you can use Dynamics to the best of it capabilities.

Since having this product, we have seen an increase in company revenue due to increase in sales as this product helps us to facilitate communications between the company and its clients.

Very helpful in providing information and solutions with content that can be accessed quite easily. The price is also very affordable.

It user friendly with good interface and very easy to understand. Microsoft Dynamics 365 allow agent to open and resolved cases on the dashboard.

Overall experience of this software is preety much better then others. I would says it's just amazing and very easy to use.

Honestly the cost is considered acceptable, the level of help and support is very good, Microsoft is more and more surprising for a better future.

It turns some people off to products when they have to wait for a live agent, and even worse- that's the only option. I didn't make this a priority simply because I'm not in the category.

Hence it is the useful software for the good customer reporting.

Overall my experience is great. It is terrific value for your money and does the job better than most CRMs.

Great app to use dynamics on the. Go, works like a charm, easy to use and you will find more attractive thing in here.

I like most that this software is easy to use and customer service is very responsive. I would recommend this to friends.

This tool allows you to make decisions quickly and effortlessly. It is also nice because it can be integrated with other systems.

Great in programmatic management of product properties. It's an excellent tool in helping online sales and helping in customer retention.

What I had liked most about this software is because it has very good qualiy and IT can give me satisfaction.

The thing that bothers me most about software is that some features are hard to tinker with.

I dont like the fact that the information is stored in the cloud because if you do not have the internet you are unable to to access i.

My overall experience with this software so far is very good. They constantly try to improve and add more fantastic features.

Hence, it is a useful software for good customer reporting.

Dynamics has been a great addition. Our sales team has learn to make small customization and our Finance teams love how powerful it is.

It just was a poor design of software it should have been a step by step tutorial but if wasn't it was jus ban there you go.

A necessary evil that I'd rather not deal with, but I have no choice but to do so.

I also tried one of the best introduced versions Flow/Power Automate and Canvas Apps which is amazing. What I like the most is that it is very easy to use and it gives more value to my money.

Microsoft Dynamics 365 has been an excellent software in management of sales tracking ability. It has been helping our team alot in fulfilling customer's CRM needs at ease.

Dynamics 365 is the perfect combination of a world class ERP and CRM. The customer and lead management is outstanding with countless options to simplify daily tasks for users.

US Dollar

Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra. 

Lawyers can access and manage their work in one central system - with matters, contacts, documents, billing, payments, and everything you need in one place. Schedule a live demo to learn more.


Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments.

The Clio dashboard displays billable hour targets and goals and and tracks performance based on these measures. Clio Payments allows lawyers to receive payments directly into a client’s trust or an operating account. 

The billing feature allows users to create custom bill plans, manage fee structures, carry out automatic or manual time entry, bill via email, and let clients access information via email or the secure client portal. The document management features include document automation, custom field creation, electronic signature capture and more.

The Clio mobile app for iphone, iPad and Android allows law firm employees carry out client interactions, document management, billable hours tracking, case management and more, from anywhere. The mobile app also offers push notifications and messaging tools to help users stay connected. Clio pricing varies based on whether law firms purchase the Clio Manage app, the Clio Grow app, or the entire Clio Suite. The Clio platform offers integration with over 200 third party software apps including other law practice management software solutions, marketing tools, payment platforms, and more.


LongDescription

File Management

Deadline Management

Document Templates

Case Management

Tax Management

Electronic Payments

Invoice History

Status Tracking

Billable Items Tracking

Time Tracking

Staff Calendar

Trust Accounting

Asset Accounting

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Timer

Sales Pipeline Management

Contract/License Management

Task Scheduling

SSL Security

Electronic Signature

Credit Card Processing

Invoice Management

Docket Management

Communication Management

Document Capture

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Full Text Search

Conflict Management

Accrual Accounting

Data Import/Export

Automatic Billing

Accounting

For Legal Professionals

Document Classification

Multi-Location

QuickBooks Integration

Contact Management

Audit Trail

Version Control

Project Time Tracking

Lead Management

Multi-Currency

Online Invoicing

Compliance Management

Real-Time Data

Two-Factor Authentication

Client Portal

Forms Management

Workflow Management

Email Management

File Sharing

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Reminders

Invoice Creation

Time & Expense Tracking

Customer Statements

Customizable Templates

Calendar Sync

Billing & Invoicing

Document Review

Receipt Management

Accounting Integration

Document Automation

Interaction Tracking

Expense Tracking

Automatic Backup

Reporting/Analytics

Case Notes

Contact Database

Billing Rate Management

Customizable Forms

Cross Ledger Posting

Summary Reports

Check Writing

Client Management

Secure Data Storage

Task Progress Tracking

Archiving & Retention

Third-Party Integrations

Microsoft Outlook Integration

Task Management

Legal Case Management

Document Management

Court Rules-Based Scheduling

Document Generation

Search/Filter

For Family Law

Bankruptcy Case Management

Clio pricing per user starts from:
$39/month

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Clio

In Person

Live Online

Webinars

Documentation

Videos

Hospitality organizations are focused on two things: delivering an excellent guest experience and building loyalty. Microsoft Dynamics CRM can help by providing tools for guest insight, loyalty campaigns and customer service.

ShortDescription

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word.

The Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers.

Microsoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.

Support Ticket Management

Employee Management

Forecasting

Multi-Channel Marketing

HR Management

Purchase Order Management

Internal Chat Integration

Lead Capture

Customer Segmentation

Dispatch Management

General Ledger

Bank Reconciliation

Financial Analysis

Customer Insights: From $1500 Per tenant/month
Customer Voice: From $200 per tenant/month
Sales Professional: $65 per user/month
Sales Enterprise: $95 per user/month
Sales Premium: $135 per user/month
Microsoft Relationship Sales: $162 per user/month

Please contact Microsoft for further pricing details.

Clio vs Dynamics 365

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