Clio

Fantastic Practice Management Solution

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.

None Better and the support is legendary!

Comments: Amazing, wonderfully efficient, and effective...

Pros:

All of it. Brilliant from start to finish, it works beautifully.

Cons:

The cost is higher than what we would hope it could be.

Poor choice for legal accounting

Pros:

Their website and sales team promised that Clio would live up to expectations.

Cons:

It does not integrate at all with accounting software as promised. This makes it an overpriced file management software.

Excellent customer service

Comments: Excellent

Pros:

Support 'Live' is actually live - always available and always helps! This is important because with other companies you're usually on hold on the phone for a long time and then when the do answer - the take a message and 'refer you to the right team' - you're stuck on your task until they call back. When they call back, the caller tells you what to do but can't show you - that's another team. In my working day - its vital that support is given there an then so you can move on.

Cons:

Integrating it and setting up - this is very time consuming. It would be useful to have I suppose when migrating a one2one live support - somebody spends a day at the firm and sorts all this out. Templates, billing everything you need to get started. That would've been rather helpful.

ClioCon23

Pros:

ClioCon23 has been a very impressive event and has been worth every minute. As a first time attendee, I was struck by the number of current Clio clients that are drawn to the community searching for ways to learn about additional features that help them drive client outcomes, operational excellence and profitability. I even met an attorney on a competitor’s software that was drawn to the thought leadership discussions and best practices. The conference vibe was conducive to authentic networking and I can’t wait until next year in Austin.

Cons:

Looking forward to future releases of more robust reporting and analytics.