Wie gebruikt deze software?

Clio biedt verschillende tariefplannen en een uitgebreide reeks tools voor het cliëntentraject van intake tot factuur. Dit maakt Clio geschikt voor advocatenkantoren van elke grootte en elke discipline.

Gemiddelde scores

911 beoordelingen
  • In totaal 4.7 / 5
  • Gebruiksgemak 4.6 / 5
  • Klantenservice 4.8 / 5
  • Functies 4.5 / 5
  • Waar voor je geld 4.6 / 5

Productgegevens

  • Beginprijs US$ 39,00/maand
  • Gratis versie Nee
  • Gratis proefversie Ja
  • Implementatie Cloud, SaaS, Web
    Mobiel - iOS native
    Mobiel - Android native
  • Training Live online
    Webinars
    Documentatie
  • Ondersteuning 24/7 (contact met medewerker)
    Kantooruren
    Online

Leveranciergegevens

  • Clio
  • http://www.clio.com/
  • Opgericht in 2007

Over Clio

Clio vergemakkelijkt de dagelijkse activiteiten van juridische professionals van over de hele wereld met intuïtieve tijdregistratie, facturering, matter-management, mobiele apps en meer, voor het stroomlijnen van elke taak, van intake tot factuur. Met Clio Manage, de populairste juridische praktijkbeheersoftware ter wereld, en Clio Grow, een juridisch CRM-platform om je te helpen je klantenrelaties beter te beheren, biedt de Clio Suite alles wat je nodig hebt om je advocatenkantoor te runnen, uit te breiden en te beheren.

Functies van Clio

  • Beheer van juridische zaken
  • CRM
  • Conflictbeheer
  • Contractbeheer
  • Documentbeheer
  • E-mailbeheer
  • Factureren
  • Kalenderbeheer
  • Klantenportal
  • Taakbeheer
  • Tijd bijhouden
  • Vertrouwensadministratie
  • Archiveren en retentie
  • Contractbeheer
  • Documenten indexeren
  • Documenten samenstellen
  • Documenten taggen
  • Samenwerking
  • Toegangsopties
  • Versiebheer
  • Zoeken in gehele tekst
  • Conflictbeheer
  • Gevalsgedefinieerde tijdmeters
  • Herinneringen
  • Meerdere vestigingen
  • Op regels gebaseerde planning
  • Personeelskalender
  • Status bijhouden
  • Taakbeheer
  • Voltooiing bijhouden
  • Accounts volgen
  • Casusbeheer
  • Documentbeheer
  • Kalenderbeheer
  • Klantverhalen
  • Onkosten bijhouden
  • Tijd bijhouden
  • Voorschotten factureren
  • Casusnotities
  • Conflictbeheer
  • Contractbeheer
  • Documentbeheer
  • E-mailbeheer
  • Factureren
  • Kalenderbeheer
  • Klantenbeheer
  • Onkosten bijhouden
  • Registerbeheer
  • Taakbeheer
  • Tijd bijhouden
  • Vertrouwensadministratie
  • Activiteiten volgen
  • Beheer van ontvangstbewijzen
  • Belastingbeheer
  • Berekening en validatie van heffingen
  • Boeken in verschillende grootboeken
  • Boekhouding op transactiebasis
  • Compliancebeheer
  • Klantenverhalen
  • Uitschrijven van cheques
  • Winst- en verliesrapportage van assets

De nuttigste reviews van Clio

Review of Clio use and functionality

Beoordeeld op 5-11-2019
Jared L.
Owner
Rechtspraktijk, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
4/5
In totaal
4 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: I have been able to delegate more to my support staff by using the different scheduling and tasking features without giving up on my oversight, since I can verify overdue tasks and completed tasks. Also, my staff has been able to manage my calendar through the case and firm calendar features which allows me to draft more and be able to schedule more hearings. I am in and out of the office most days and the cloud-based aspect of this software and mobile app allows me to keep track of my schedule, access my matters, and contact clients as needed. Overall my experience has been excellent; I moved from using 4-5 programs and apps to manage my practice, to using 2 because of the integration in the Clio suite. 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.

Pluspunten: I like the fact that there are different levels of cost for the need of your business. I started with one user on the lower tier, then moved up to include more options and added a user. I like the fact that not only does it provide billing and payment integration, but, at the time I upgraded, it included the monthly cost to use Law Pay (which I have also found helpful).

Minpunten: I feel there are some personal preferences I would like to use in my reports viewing and accounting. But there was a recent revamp rolled out a few months ago that did address some of my needs. Admittedly, although I have used the product for almost 4 years now, I have not watched all the tutorial videos or called with all of my specific questions, even though with the boutique package there is a dedicated help line.

Clio is the best option for a solo or small firm law practice

Beoordeeld op 4-11-2019
J.p. W.
Attorney
Rechtspraktijk, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
4 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
4 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: 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.

Pluspunten: 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.

Minpunten: 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.

All I Need

Beoordeeld op 20-10-2019
Peter S.
Principal
Rechtspraktijk, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
4 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: Terrific, a true game changer!

Pluspunten: Clio provides an all in one suite of applications that are necessary for my law firm to operate. We used to rely on a stand-alone billing software program for our billing and time-tracking. Of course every computer or user we added cost us more money on top of the software itself. When the software became outdated and no longer supported, we had to purchase the latest version. We also relied upon emails to assign tasks, and give each other messages about the cases we were working on together- without a centralized location for the team to track and review each other's notes and progress, each member had to rely upon their own notes, memos, emails, etc. This was inefficient and time consuming. Another fun part of my day was searching for contact information of opposing counsel on particular matters. Often times I would search emails, review the documents on a case, or review documents in the file to get the contact information I needed. Calendaring was also an administrative hurdle. Entering dates in a separate software system led to disorganization, and required jumping around from one program to another to manage information and learn where attorneys were supposed to be.
Clio puts all of these functions , and more, under one roof. It has made the work flow in my law firm seamless, efficient, easy, and organized. Clio does it all, and I am truly grateful for this product.

Minpunten: I would like it to be easier to review the billing entries of other users in real time.

Easy to use and great support

Beoordeeld op 20-9-2019
Amber G.
Office Manager
Rechtspraktijk, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
4 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: The overall experience has been an absolute pleasure. I love it! It makes time recording, billing and credit control very straightforward. It sets out the matter and client information in a very simple and straightforward manner. Support is great too which makes a big difference. Everyone who has joined our company has got on with it with just half an hour of general training. Nobody complains about it.

Pluspunten: Clio is very user-friendly and intuitive. Even if you do not have experience or training on Clio, there is a certain about of functions which you can work out how to use but by having a play with the system. Time recording is very straightforward and it makes our billing easy.

Minpunten: Downsides are: there is no currency conversation; cannot split invoices on one matter (e.g. we have to 2 or more entities responsible for payment say, 50/50, but there is no way of automatically splitting the invoice; no summary front sheet for an invoice.

Very Satisfied

Beoordeeld op 16-9-2019
Steven B.
Attorney
Rechtspraktijk, Zelfstandig ondernemer
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: Very satisfied; excellent product.

Pluspunten: Easy to use -- calendaring, opening new matters, time entries, notes, billing. I like the interface, the way it looks. Program includes trust accounting. Can include/integrate credit card billing as an option which I did, and works well. Have used Law Pay for a while and it integrates through Clio. Send out invoices through Clio, client can click on button to make credit card payment, and have option to have program automatically apply to open invoices when payment comes in -- get email notifications of payments. Very satisfied with the program -- does what I need and enjoy using.

Minpunten: I don't think it's a negative factor, but don't use the mobile app much, for whatever that means. Tend to just check my iphone calendar (I use Office 365 to integrate, other options also I think like Google to integrate -- Clio integrates with Office 365 and iphone calendar will show Office and Google calendar events). There is a new beta version of the mobile app available for use that looked at today and I like -- I could see using that to make entries if I need while out of the office, but usually just do all of that at my computer in the office.

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