Wer nutzt diese Software?

Juristen, die eine robuste Praxis-Management-Lösung suchen. Clio bietet verschiedene Preispläne und eine ganze Plattform von Werkzeugen, so dass Clio für Firmen jeder Größe oder Spezialitäten geeignet ist.

Durchschnittliche Bewertung

829 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5

Produktdetails

  • Startpreis 39,00 $/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)
    Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Clio
  • http://www.clio.com/
  • Gegründet 2007

Über Clio

Die besten Kanzleien nutzen Clio: Die Case-Management-Software, die pro Woche Anwälten und Juristen 8 Stunden spart. Mit intuitive Zeiterfassung, Rechnungsstellung, Fall-Management und vieles mehr, rationalisiert Clio alles, was Du tust, um Deine Praxis auszuführen, von Aufnahme bis zur Rechnungstellung. Clio ist Cloud-basiert, so dass Du sicher Deine Praxis verwalten kannst, von jedem Ort und auf jedem Gerät. Und mehr als 70 Rechts- und nicht-Rechts-Tools und Services integrieren direkt mit Clio. Probiere es kostenlos bei clio.com.

Clio Funktionen

  • Anwaltsvorschuss-Abrechnung
  • Dokumentenmanagement
  • Fall-Management
  • Kalenderverwaltung
  • Kostenverfolgung
  • Kundenaussagen
  • Verfolgen von Konten
  • Zeitverfolgung
  • Aufgabenmanagement
  • Erinnerungen
  • Fall-definierte Zeitmesser
  • Konfliktmanagement
  • Mehrere Büros
  • Mitarbeiter-Kalender
  • Regelbasierte Terminplanung
  • Statusverfolgung
  • Tracking der Beschwerde
  • Abrechnung & Rechnungsstellung
  • Aufgabenmanagement
  • Dokumentenmanagement
  • E-Mail-Verwaltung
  • Fall-Aufzeichnungen
  • Kalenderverwaltung
  • Konfliktmanagement
  • Kostenverfolgung
  • Kundenmanagement
  • Lohnzettel verwalten
  • Treuhand-Buchhaltung
  • Vertragsmanagement
  • Zeitverfolgung
  • Abrechnung & Rechnungsstellung
  • Aufgabenmanagement
  • CRM
  • Dokumentenmanagement
  • E-Mail-Management
  • Kalenderverwaltung
  • Konfliktmanagement
  • Kundenportal
  • Rechtsfall-Management
  • Treuhand-Buchhaltung
  • Vertragsmanagement
  • Zeitverfolgung
  • Archivierung & Aufbewahrung
  • Dokument-Indexierung
  • Dokument-Tagging
  • Dokumentaufbau
  • Kollaboration
  • Versionskontrolle
  • Vertragsmanagement
  • Volltextsuche
  • Zugriffskontrollen
  • Abgrenzungskonto-Führung
  • Aktivitäts-Verfolgung
  • Belegmanagement
  • Buchungsübergreifende Buchung
  • Compliance Management
  • Gebührenermittlung & Buchung
  • Kundenaussagen
  • Scheckausstellung
  • Steuermanagement
  • Vermögensanlagen-Gewinn & Verlust-Berichterstattung

Die hilfreichsten Reviews für Clio

Easy to use and great support

Bewertet am 20.9.2019
Amber G.
Office Manager
Anwaltskanzlei, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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

Bewertet am 16.9.2019
Steven B.
Attorney
Anwaltskanzlei, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Very satisfied; excellent product.

Vorteile: 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.

Nachteile: 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.

Fantastic product!

Bewertet am 28.8.2019
Kimberly B.
Paralegal
Anwaltskanzlei, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The experience has been great. The support team is very helpful and made getting set up a quick process, and they've helped solve several operator-error problems along the way. We don't yet use the full capability of what Clio can do, but it's nice to know we have room to grow our practice without outgrowing the software that helps us manage it.

Vorteile: Clio easily tracks time and expenses, keeps client and matter details organized, generates invoices, and gives us reports that help track our firm's growth. It is easy to learn, easy to use, easy to customize to our practice, and has very helpful and responsive customer service. Since it's cloud based, we can also work remotely as needed. Very glad to have Clio!

Nachteile: I like most everything about Clio except that it can be slow if our internet service is being slow (not Clio's fault, but it comes with being cloud-based). Every once in a while I find a glitch that frustrates me in creating invoices. Usually, though, chatting with customer support online leads to a) their showing me how to solve my problem, or b) the problem being sent to tech support for fixing in Clio's system.

Clio is a mixed bag

Bewertet am 1.9.2019
Tracy V.
Business Manager/CPA
Anwaltskanzlei, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The worst is retainers. Without being able to customize my email message globally, I can't use the trust payment request. It just confuses clients. Did I say hours and hours and hours? I will say that their service is fabulous. However, they keep making new abilities that to me are inconsequential compared with retainers. Oh, and not having global text snippets? How hard can that be? I have to go to 8 different users if I add something. Really a waste of time. Fix the real stuff. Then add bells and whistles.

Vorteile: I love that billing is so much easier, that my team can enter time remotely.

Nachteile: Clio was not developed by any sort of accountant. The reports are lacking, you can't memorize reports, everything within the software isn't consistent (like using the term everyone one place and all users in another place). The reports are inconsistent with what you can filter by on each report. There are still things where my account names are redundant - like Johnson - Divorce: Divorce. The biggest gripe I have is about replenishing retainers. The retainer replenishments don't get printed on the bill - I know it is because clio payments won't let you make a combined trust/legal fee payment, but they could have one link for anything owed and another link if a replenishment is due. Really - we webt to the moon 50 years ago but we can't figure this out? I spend hours and hours dealing with contacting clients to replenish. Also, way you enter into clio is clunky. I have to pick up my mouse all the time. It needs to be more like quickbooks entry. You never have to pick up your mouse.

Very easy to use

Bewertet am 29.8.2019
Rosalinda B.
Legal Assistant/Paralegal/Bookkeeper
Anwaltskanzlei, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: It makes part of my job easier.
1.Attorneys are much more comfortable going into Clio by themselves to enter their time or find information/reports instead of having to wait and rely on me to do it.
2.It's much easier and faster to quickly generate reports that split Time (by keeper) and Expenses.
3.Monthly billing goes by much smoother, invoices go out faster, payments are received much faster than if by mail. Attorney's are happier. : )
4.Clients like to be able to receive email with link to process payments online.

Vorteile: Time entries can be imported by batch. Trust Requests and Bills can be emailed w/payment link directly from Clio. Past Due Bills can be "shared" with a coupled clicks versus printing out and mailing or using another app to email it.

Nachteile: 1. When looking at a past due bill (and additional bills have been issued and remain unpaid for that same matter) the Outstanding Balance on the Statement of Account section will update and include the balance due for that matter as of the current date + any open Trust Replenishment requests instead of the balance due for that invoice + the balance due of all invoices issued previously to that one.
2. Evergreen Retainers - I keep getting calls from clients saying they can't view the "Shared" invoice when I have applied Trust funds that covered the whole balance. They can see the Trust Request to replenish funds used/applied to an invoice, but they can't see the actual invoice and review what was billed. I have to print the invoice to PDF and go to my email app and send from there.
3. I would like to see a report that shows that various billing rates per timekeeper for each client/matter.

Lies weitere Bewertungen