A lot of things have changed since we acquired Clio in our firm.

What are the best aspects of this product?

One thing that Clio is known for is the straightforward layout that makes it easily adaptable to all users. I love how they consistently work on upgrading their features. Law firms like us can continue to manage our business without compromising the quality of service that we provide to our clients. We can create our very own reports, analyze our statistics, and improve our revenue by just relying on one single application.

What aspects are problematic or could work better?

Although I cannot deny that Clio has been a real game-changer to our team ever since we started using it years ago, I still would like to point out some things that they can improve. A month ago, we decided to improve our workflow by adding Lexicata into our practice. We were hoping that the integration process would move forward without a hitch, but we are very wrong. It terms of compatibility, I would give Clio a failing score because we had more challenges in organizing our document and syncing our calendars, which resulted in a bigger headache that each of our staff had to deal with. Secondly, I would like Clio to improve their “Accounts” features by giving us accurate figures for our finances as other legal practice apps can. Sometimes I cannot help but compare its characteristics from other products because I feel somehow frustrated with the results. As a paying customer, I expect a lot from Clio, and that includes generating inaccurate figures on a day to day basis.

What specific problems in your company were solved by this product?

Schedules are easy to input and follow. Client appointments are well organized, billing is being sent to clients right on time, and the sharing of documents is made easy using Clio. Our lawyers are always looking forward to serving more clients because case management is now made more comfortable by simply logging into the platform. It allows us to store confidential documents without worrying about compromising any security issues. Hopefully, Clio can expand its integration features to accommodate more firms in the future.

Are you a current user of this product?

No