¿Qué es Clio?
Las mejores firmas jurídicas utilizan Clio: el software de administración de casos que ahorra ocho horas por semana a abogados y profesionales del derecho. Con sus funciones intuitivas de seguimiento Leer más de tiempo, facturación, administración de material y más, Clio optimiza todo lo que haces para llevar adelante tu profesión, desde el ingreso hasta la factura. Clio está basado en la nube, por lo que puedes administrar tus tareas de forma segura desde cualquier lugar, en cualquier dispositivo. Y más de 70 herramientas y servicios jurídicos y de otras áreas se integran directamente con Clio. Pruébalo gratis en clio.com. Mostrar menos¿Quién usa Clio?
Profesionales de las leyes que buscan una solución robusta de gestión profesional. Clio ofrece diferentes planes de precios y una plataforma completa de herramientas, lo que hace que Clio sea adecuado para empresas de cualquier tamaño o área profesional.
¿Tienes dudas sobre Clio?
Compara con una alternativa popular
Clio
Opinones de Clio
Joshua
The best option for our firm
jose
Clios
Puntos a favor:
Clios es veloz,rapido,facil en la carga de los datos
Contras:
No deja almacenar muchos datos y informes
J.P.
Alternativas consideradas:
Clio is the best option for a solo or small firm law practice
Comentarios: After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.
Puntos a favor:
The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.
Contras:
Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.
Mathew
Alternativas consideradas:
Intuitive and Flexible
Comentarios: I am happy with Clio and the support they provide. It's helped keep the firm, as well as our third-party answering service, organized and consistent.
Puntos a favor:
The ability to integrate other software enable using other software to address aspects of Clio which are good, but not great. As an example, Clio Management's task management is good, but there is not a kanban or gantt feature, but I can easily integrate with Asana, Monday.com, etc.
Contras:
Some aspects address needs in a basic manner, but are not as robust as software which is specifically designed for a single purpose. Using the same example as mentioned in the "Pros" - the task management works and can be automated, but it does not have highly specific features such as kanban or gantt.Additionally, the syncing between Clio Grow and Clio Manage could improve. The two do not sync completely - certain items (ex. emails, I believe) do not sync.Lastly, when trying to export specific sets of data, Clio is time-consuming. We had an attorney who left our firm, and providing her the information from her clients required going to each client and selecting "export" for each aspect of the clients' data (such as, emails, documents, contacts, transactions, etc.)
Myles
An honest review of CLIO
Puntos a favor:
Our timekeepers find the system easy to use. It captures time efficiently. It does what you need a billing system to do. It does a good job with calendaring and basic case management.
Contras:
No feature for tasks that repeat. Year after year, we have asked for this feature and year after year we have been told it was "coming." Seems that they are unable to actually solve this problem.Do NOT select their online payment option, if you have any institutional clients or any clients that prefer to pay by check, eCheck, or ACH. Your clients will be frustrated and Clio will take 2.8% of each payment as they direct all your clients to pay by credit card.
Lori
Alternativas consideradas:
One of the first users of Clio and still give five stars.
Comentarios: Overall experience has been fantastic, and I have no intentions of ever-changing software. I will retire using Clio. Clio, along with Clio Grow, has enabled us to develop a smooth process for evaluating potential new clients using an intake questionnaire and customizing a pipeline.
Puntos a favor:
It's too difficult to describe what is best, I could not manage my practice without this software. It is incredibly user friendly and easy to learn. I use pretty much all aspects of the software on a daily basis and have been using it for more than 10 years. My practice has grown from just one attorney, me, to now four along with paralegals and clerks. Clio has made the growth seamless.
Contras:
I don't have any complaints whatsoever. The software has been essential to my practice in all ways.