Consolidates our reports and keeps track of billable hours.

What are the best aspects of this product?

This app works best for my law practice because it helps me consolidate all my business matters into one platform. With Clio, I can easily keep track of our firm's finances, from tracking billable hours to accounts payable, making my job a lot easier to handle. With thins pandemic scare, I thought that my practice would take a big hit and lose a lot of revenue. But the good news is that Clio was able to help me by providing significant discounts to help me get by during these challenging days. Also, with CLIO, I can see my practice's status even if I am away from the office. By installing the app's mobile version, I can do almost anything from reporting, billing, scheduling, and so much more. With Clio, I feel secure in handling all my trust accounts without the fear of going against any of the existing rules and regulations.

What aspects are problematic or could work better?

It would be great to add a feature to view the number of bill write-offs that I provide for my clients. Currently, there is no specific feature for that purpose, so I would have to track it manually in my logbook. With this, I can include it in my accounting whenever I reconcile my financial records. There are some features that I don’t use that much, but I’ll do my best to maximize the app more.

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

Clio has proven itself to be very useful to my practice for the last few years. I do not have a lot of employees, so there are certain things that I have to do by myself to ensure that everything is in perfect order. I like that it helps me manage my incoming and outgoing finances and keeps me informed of my income weekly. The reports are stored in the system, so all I have to do is click the tab, run them, and analyze them thoroughly. Keeping my finances in check is very important, so I know when to create more action plans to increase my number of clients and billable hours. Clio itself is packed with essential features to keep my practice running smoothly. One of them is the integration of client files from another law firm and vice versa.

Are you a current user of this product?

Yes