Clio

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.

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.

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.

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.

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

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.