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.

Clio is a fantastic information-gathering tool and is close to being a one-stop-shop for everything we need pertaining to our clients. the upcoming rollout of a new communications tab should help to sort this information further.

Client intake is a tedious process. Something as simple as being about to mark clients as spouses/life partners and copying over address and other basic information would go a long way to help speed things up. as of now, we make three contacts for every matter (the married couple as well as each spouse).

Clio used to have responsive and helpful customer support, but that was years ago! It was once easy to track and link payments to client matters, run useful reports, and handle cloud-based documents, but recently the software has seen nothing but bugs.

Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of the desktop launcher. Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister program), retroactively recharacterizing ALL prior card payments in a completely different manner and ruining my firm's entire accounting system overnight. Clio tech support is worthless and is never aware of any issues brought up to them about the software, no matter how debilitating the issue may be, and they endlessly put you on hold to "talk ton their team" while stalling and asking for more screenshots of the issue, only to tell you a week later that they can't help you. The software has fallen far from grace and serves only to be a very expensive patchwork of buggy integrations, paired with tech support that doesn't understand any of the details of their own program.

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.