Clio

4,7 (1.670)
Escreva uma avaliação!
Software de gestão de casos jurídicos baseado em nuvem

Classificação geral

4,7 /5
(1.670)
Relação qualidade/preço
4,5/5
Recursos
4,5/5
Praticidade
4,6/5
Suporte ao cliente
4,7/5

94%
dos usuários recomendam este app
Classificar por

1670 avaliações

Daniel G.
Daniel G.
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Solo Practitioner Recommends Clio

Avaliado em 23/01/2024

My experience with Clio has been excellent. Although Clio was not intuitive at first, it became so...

My experience with Clio has been excellent. Although Clio was not intuitive at first, it became so after a few months. The support has been excellent. Also, I have found Clio responsive to suggestions for improvement.

Vantagens

For a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document creation, hourly billing tracking, and of course management of cases and case loads.

Desvantagens

Clio's method of running credit card or ACH fees and then tracking them is a bit frustrating. I do appreciate the fact that the fees are not taken from the trust fund.

Chelsea
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Hop on the Clio train, it's going places!

Avaliado em 24/10/2024

I almost switched services this year but Clio's offerings have simply exploded into a massively...

I almost switched services this year but Clio's offerings have simply exploded into a massively functional and efficient management software

Vantagens

I love the expansive growth coming down the pipeline. I started with simple document automations with Manage and Clio continues to acquire new features to aid in running my firm and continues to refine those features. Along with the 200+ integrations, Clio dominates the market for a reason

Desvantagens

It used to be a bit unsophisticated in terms of functionality but they listen to their clients and they get better every day

Alternativas consideradas

MyCase

Razões para mudar para o Clio

Pricing is excellent; additional features are the Lynch pin. I want all my services in one place, not spread between platforms
Ryan
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 11–50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Clio is easy to use and always evolving based off consumer needs.

Avaliado em 20/12/2024

Clio is easy to use and always evolving based off consumer needs.

Clio is easy to use and always evolving based off consumer needs.

Vantagens

Easy to use and understand. Quick access to resources for questions.

Desvantagens

Couldn't figure out how to upload more than one document at a time to our client portals.

Thad
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 11–50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 2.0 /10

Stonewalled by tech support.

Avaliado em 28/08/2024

It can be slow in spite of our high-speed Internet, they changed the names of their pricing levels...

It can be slow in spite of our high-speed Internet, they changed the names of their pricing levels and then pushed his into a low pricing level so they don't have to provide us with certain product upgrades (the old switcheroo!), and tech-support stonewalls us.

Vantagens

It's one of the more widely used software so if you're hiring new legal staff, they might have had some exposure to it. At times they can be responsive to requests make helpful changes to the product but mostly, you get stonewalled.

Desvantagens

Well, there are several things. We have to pay for an extra license for our bookkeeper to use the product and other software companies don't do that -it's a hidden cost. Necessary product upgrades take long with Clio and some functionality is lacking For example, Clio was far behind the competition to include an effective client portal (they started with one that was not user-friendly at all) and although they are making improvements with it, it's still is not up to par and its functionality compared to other case management software systems.

We paid extra for use of their CRM called Clio Grow and its a primitive software compared to Salesforce, Hubs, monday sale CRM, pipedrive, etc. It lacks functionality like texting your potential clients. It only partially integrates with the case management portion of Clio. Worst of all, after setting up a document template in Clio Grow for client intake with our office (30 people), Clio restricted some of the functionality of that document making it even more awkward, to the point where it's unusable for us. It would've been simple to fix it and change the functionality back to the way it was just a few days ago but, I got stonewalled. No one's responding.

Jenifer
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 11–50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Very Happy

Avaliado em 22/11/2024

My overall experience has been very positive. Compared to our last platform Clio is much more...

My overall experience has been very positive. Compared to our last platform Clio is much more user friendly. Our attorneys have little to no problem using the system. The customer service has been quick and helpful. I think as Clio continues to develop the better it will be.

Vantagens

Very easy to navigate. The resource center gives lots of information when you don't know how to do something. Very happy with how user friendly it is. The document management and use of docusign has been excellent

Desvantagens

Not being able to mark invoices as sent via USPS. Not all of our clients use email. Not being able to pay multiple invoices via the matter, and having to navigate to the billing page. On the billing page, not being able to search via the client/matter number. Only can search by name. Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. Less third party crossovers would be nice as well. I would like to see a more developed Clio for clients desktop app/website/portal. I think our clients would really utilize communicating with the attorney more through a portal then an app on the phone.

Chris
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Clio is a key part of our firm and helps us achieve more! Highly recommended.

Avaliado em 24/10/2024

I know that by using Clio, they will constantly be improving and that I will always get the...

I know that by using Clio, they will constantly be improving and that I will always get the customer service when I need it. Relying on Clio for over 13 years, I feel my files are organized, my communications are streamlined, and I know I'm giving better service to my clients because of Clio.

Vantagens

Clio is a great foundation for our firm. I am a long time Clio user, over 13 years now. I have seen it grow and improve. Some things have stayed the same - excellent customer service, minimal to no downtime. It replaces at least one full time employee with the automated reminders, calendaring, etc. Not only do I organize my digital client files in Clio, I track all my payments and trust accounting, I am able to have team member accountability through task tracking, we have regular and effective communication with the clients through the Clio Client portal. When I'm using Clio, it helps me be a better lawyer, it helps me focus more on my clients, and keep my clients happy through great communication.

Desvantagens

While it has all the basic features in a package to choose from, there are parts you have to pay to add on. Clio Grow for intaking new clients, meshes great with Clio Manage but it does have an extra cost. The document template feature that is built in is okay, and the add-on Clio Draft is supposed to be a lot better but it's at additional cost and a bit difficult for me to intuitively figure out. It's costly to have Clio, but it does save having an extra employee and saves from missing a deadline and having client's complain due to lack of communication, so to me it's worth the cost.

Lou
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 11–50 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Game Changer

Avaliado em 24/10/2024

It's amazing how after you realize all that you can do, your eyes widen and the time saving...

It's amazing how after you realize all that you can do, your eyes widen and the time saving features become apparent. I am now proud to offer my clients services that other firms in my area are not offering.

Vantagens

Completely changes how I handle matters and communicate with clients and staff. One central location for all things "client". I like that Clio is big enough for developers to want to work with Clio and there are hundreds of integrations that can be used with Clio. The customer support is always right there when needed, helpful and instructive. The knowledge "library" is vast and always helpful.

Desvantagens

My only complaint about Clio is even though the onboarding training was extensive and helpful, this was such a big change for me and my firm we literally had to rethink our "workflows". I wish there was available from Clio a service that we could hire to sort of guide us and tell us what changes we should be making to get ready for Clio. I did end up speaking with a consultant and it will be fine I just wish at the beginning of the process Clio offered this service (maybe they do and I missed it).

Paul
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great to use

Avaliado em 27/11/2024

Very good easy to use and great support services

Very good easy to use and great support services

Vantagens

Ease of use and so many options
Document storage client connecting trust and more

Desvantagens

The cost per user is high and is based and billed in Us funds.

Lydia
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 51–200 funcionários
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Best Legal Service!

Avaliado em 13/01/2025

Very positive!

...

Very positive!

Very helpful!

Vantagens

I like the ease of the user interface, especially in cataloging, finding, and documenting matters.

Desvantagens

That to open documents you must download them, but maybe they should automatically download.

Ashley
Ashley
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 11–50 funcionários
  • Usado Mensal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 8.0 /10

Great Software But Hard to Use At First

Avaliado em 20/12/2024

very helpful but at a cost and may require additional training to get started

very helpful but at a cost and may require additional training to get started

Vantagens

this practice management system is pretty robust overall for tracking and organizing docs

Desvantagens

It isnt the most user friendly and isnt the most cost effective for smaller firms and companies

Laurie
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 11–50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Clio Exceeds Our Expectations Every Time

Avaliado em 24/10/2024

Switching over to Clio was one of the best decisions our law firm ever made.

Switching over to Clio was one of the best decisions our law firm ever made.

Vantagens

Clio is very user friendly. The company is extremely responsive to client input with regards to product enhancements.

Desvantagens

I honestly cannot think of anything I don’t like.

Emmett
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Great but needs some improvements

Avaliado em 26/11/2024

We have been using Clio extensively since

We have been using Clio extensively since

Vantagens

The user interface is very intuitive and easy to use.

Desvantagens

The Tasks and Messaging could be more robust in Clio Manage and the phone app needs to better resemble the desktop version.

N
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Clio is the best

Avaliado em 25/10/2024

Excellent. Support is always available and help you with the different products to enhance your...

Excellent. Support is always available and help you with the different products to enhance your legal representation of clients.

Vantagens

Can access my client's files from anywhere safely and securely.

Desvantagens

Not connected to electronic filing system in my state.

Alternativas consideradas

MyCase

Razões para mudar para o Clio

Easier to use and more features. Ability to communicate with clients.
Rolie
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Ease of running a law practice

Avaliado em 25/10/2024

So far, my overall experience has been great. Customer service is always willing to assist.

So far, my overall experience has been great. Customer service is always willing to assist.

Vantagens

The ease of use and the integrations with third party software

Desvantagens

The cost per user compared to other legal case management software.

Alternativas consideradas

MyCase

Razões para mudar para o Clio

I was more familiar with using Clio; the ease of use. The ability to integrate with third party software
Valerie
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 11–50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Clio Review

Avaliado em 24/10/2024

it is really great the staff is super helpful and fast to respond

it is really great the staff is super helpful and fast to respond

Vantagens

So many integrations and so user friendly.

Desvantagens

Trust accounting with Quickbooks Online but we have not started using the newest update to help make this easier

Amanda
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Clio Review from AWL

Avaliado em 24/01/2024

The platforms, both Manage and Grow, are user friendly and I have had a great experience with the...

The platforms, both Manage and Grow, are user friendly and I have had a great experience with the software. I like that there aren't rollout after rollout of changes. I enjoy updates and accept them but I like that it's not a weekly occurrence (like Quickbooks). I have recommended Clio to others and will continue to use Clio.

Vantagens

Overall Clio is very user friendly. My clients who have commented on the use of Clio have had positive feedback as well. I like that there are training videos and customer service has been great the few times I've called. The integration with my Google Workspace and now having their own credit card processing fees is great too! This year I'm utilizing the Dashboard more, both on Manage and Grow and I do like how it works. It helps me stay productive.

Desvantagens

For sections I haven't used as much, I have difficulty finding my way back to them after stumbling upon them. I would like to be able to attach receipts for reimbursable expenses to client's invoices. I would like to be able to mark client matters and/or client invoices as mail only so I know when to print the invoices and mail them to clients.

Alternativas consideradas

QuickBooks Online

Razões para mudar para o Clio

I had Quickbooks at my previous firm and I hated their program. My boss was always on the phone with them because something wasn't working correctly. Every time I went to log time the format had changed. It is expensive. Clio was recommended by both bar associations that I am a member of and the free trial went very well for me.
Lori
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

I highly recommend

Avaliado em 23/01/2024

Clio has saved me a lot of time and frustration. I highly recommend it to my colleagues.

Clio has saved me a lot of time and frustration. I highly recommend it to my colleagues.

Vantagens

Everything is all in one place. A matter can be managed completely within Clio.

Desvantagens

The ineffectiveness of the Reports feature.

David
David
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

One of the Best

Avaliado em 23/01/2024

Vantagens

I have demo'd a bunch of law practice management software providers, Clio is by far the best. It isn't a perfect system, but it does the job. The two way texting, client portal, and customization are hard to beat.

Desvantagens

Two of my biggest pain points are flat fee payment plans and notes. I would like to see a feature where we could just easily type a quick status that does not need a dedicated note entry.

Flat fee payment plans there has to be a better solution than me manually figuring out the payment plan and due dates. MyCase automates this, Clio should be able to figure this out too.

Nicholas
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great Comprehensive CRM Platform Geared towards Legal Work

Avaliado em 25/10/2024

Overally, I've been using it for a few years now with my own firm. I used it at a few previous...

Overally, I've been using it for a few years now with my own firm. I used it at a few previous firms and I don't ever really see myself changing.

Vantagens

I like that it is a comprehensive CRM system that is geared towards legal. I can invoice with it, add new clients, retain documents, generate documents, you name it.

Desvantagens

I think some features could be a little more user-friendly, but I think they are constantly working on that. It takes time to get all the bugs out of any technology.

Theresa
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Clio is my friend

Avaliado em 22/11/2024

The customer service and training are excellent

The customer service and training are excellent

Vantagens

Easy to learn and a lot of capabilities if you don't mind "add ons"

Desvantagens

Some of their solutions were a little unconventional, ie if an atty wants two different rates I was advised to change the rate case by case. I thought there should have been a better solution

Stacey
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Clio was the best investment I made in the early days of my law firm

Avaliado em 15/12/2023

My overall experience has been great. I was in an incubator program with other attorneys starting...

My overall experience has been great. I was in an incubator program with other attorneys starting their own practice and, because I have Clio, I didn't have the struggles with tracking and billing that my peers had. I am glad I started using Clio when I only had a few clients because I have been able to learn as my firm has gown.

Vantagens

Clio makes it so easy to track of all the things that are important to me: potential clients, active clients, attorney time, billing, firm financial goals, etc. Even when my solo practice was just a side-hustle, Clio Manage more than paid for itself in time-savings and ease of use. Clio customer service has been excellent - the live help is really easily accessible for setup and problem-solving; the online articles and videos are great for on-demand help.

Desvantagens

There is a lot of functionality in Clio that I don't use yet - there is so much that I could be doing with it, but it is hard to make time for the next new thing when I am also running a law firm. There are some add-ons that are marketed as having connectivity to/ compatibility with Clio that are redundant and don't make sense for my practice: for, example, QuickBooks will talk to Clio but the billing and tracking were redundant with what was already happening in Clio (I already billed through clio and I didn't need to do it through QB; and I can categorize spending through my actual bank accounts, so I didn't need it to do that, either). The only thing QB did that Clio didn't *already do* was deal with (part of) payroll for my one assistant (then I found out QB was incorrectly calculating my state worker comp amounts and I dumped QB and got a bookkeeper to help with my employee needs).

Avaliador Verificado
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

First time user

Avaliado em 23/01/2024

Vantagens

Ease of use
Seamless integration with Google Workspace
Like the app integrations

Desvantagens

Needs AI
Needs better historical invoicing abilities
Needs better contact syncing
Needs more tutorials on Clio Grow

Alternativas consideradas

MyCase
Jodi
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

We've used Clio for over a decade!

Avaliado em 22/12/2023

I have been a user since Clio was a baby and have always loved it and have recommended it to many...

I have been a user since Clio was a baby and have always loved it and have recommended it to many other legal professionals!

Vantagens

Fast and easy and everything we need is all in one place.

Desvantagens

There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and how much they need to send in to replenish their trust again.

Peggy
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

It Doesn't Get Better Than Clio!

Avaliado em 12/12/2023

My experience with CLIO (both the product and the company) has been phenomenal. I have zero...

My experience with CLIO (both the product and the company) has been phenomenal. I have zero complaints. Clio is the foundation of our client management system and is therefore essential to running my organization. Beyond the product itself, Clio's customer service is next level. The staff are friendly, competent, and client-focused. In the several years I have been interacting with Clio staff (in-person and virtually) I have NEVER been treated like a number, dismissed, or ignored. If the representative I am working with cannot address the issue, they hand me off to someone who can. This speaks volumes to the character of the staff and the quality of the company itself.

Vantagens

What is not to LOVE about Clio? The platform itself is intuitive, efficient, and has become essential to effectively running my organization. Even features that have not been particularly relevant to my practice (non-profit sector) have either already been updated to be more relevant (Clio for Legal Aid) or are in the process of being updated.

Beyond the practicalness of the product itself, Clio is a company that is visably devoted to their staff, clients, and mission. Passion for the practice of law is one thing, passion for the humans who choose to practice law is another. Clio's client-centered approach sets them apart from their competition in this regard.

Desvantagens

We have been using an ACCESS Database to process our claims (non-profit sector) for more than two decades. I would love to use the billing/invoice features offered through Clio but, they are not yet granular enough to fully transition us out of ACCESS.

David
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2–10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Clio for Law Practice Management

Avaliado em 23/01/2024

Excellent. I have no real issues with the product, which is actually a great compliment. If you are...

Excellent. I have no real issues with the product, which is actually a great compliment. If you are thinking about your practice management tools, it probably means they are not working as well as they should.

Vantagens

Ease of use and reliability. Entering time is the bane of every lawyers existence. This makes it about as easy as it’s going to get.

Desvantagens

No real downsides. The only area I can think of which might be improved is the ease of entering contact information for multiple clients on the same matter.