Clio

Pros

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Cons

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Pros

Clio was first in class when it comes to law firm case management software. That being said, it does have room for improvement. But, for the good parts, it works the way it's supposed to work and it does not crash very often or ever. Previously we used PracticePanther and while it was more user-friendly than Clio, it crashed regularly but they would never admit it-they blamed it on their partners like box.com which was the document repository.

With Clio, we were able to contract another company to do our billing which was a huge help.

Clio is very transparent when they have an aspect of their software that is not working properly.

Clio allows its users to grow and expand. Mostly because Clio is the first in class legal management and case management software so, you can use it as a hub and expand using other programs as plug-ins.

Cons

Frankly, it could be more user-friendly. Sometimes the screen is difficult to read because of the way it is set up with small font and Clio could take some clues from their competitors.

Pros

It's a very good law practice management tool.

Cons

CLIO does not help with managing legal cases. As a legal case management tool, I give them 1 star, but only because they mischaracterize themselves as a legal case management tool. If CLIO categorized itself as a first person shooter game, I'd also give them 1 star.

Pros

Our firm had used Timeslips for timekeeping and billing in the past before switching to Clio a few years ago. Timeslips was simply outdated and cumbersome, not to mention that we had no tech support. After having switched to using Clio, I was able to use the software to email clients directly and have the emails come from our firm email account via Clio without always having to involve the office manager for billing my invoices. If the clients have questions, they will know to direct their questions to the office manager, who is otherwise in charge of general accounting matters. Additionally, I love that I can always reach out to Clio's tech support for answers as to user issues or questions, and the services have always been pretty prompt and spot-on.

Cons

I remember there were some data migration issues when we transitioned from Timeslips to Clio. It has been a while, but I recall that at least some of the client data like their addresses didn't look quite right when it was pulled over, and I basically had to start over with entering the information in Clio.

Pros

Clio allows unlimited legal document storage, eliminating the worry of running out of space.
Unlike other software, it is made for use with legal cases and legal documents. The specific set up is helpful. Billing and payment processing are supported.
Clio helps us stay informed on deadlines and stay organized.

Cons

Some things that are advertised are actually provided by a third party and require additional setup and sometimes additional payments. The legal calendar is not the best I've used and I don't like it.

Alternatives Considered

Switched From