Clio

Clio

Logiciel de gestion des cas juridiques basé sur le cloud

4.6/5 (610 avis)

Clio - Présentation

Clio est le premier logiciel de gestion de cabinet pour le secteur juridique. Avec une technologie sécurisée basée sur le cloud, Clio facilite le quotidien des professionnels du droit dans le monde entier grâce à un suivi intuitif du temps, à la facturation, à la gestion des affaires, aux applications mobiles et bien plus encore, afin de rationaliser toutes les tâches depuis la prise en charge du client jusqu'à la facturation.

Les cabinets d'avocats de toutes les tailles gèrent facilement les relations et les documents clients, rationalisent l'administration et la collaboration et optimisent les initiatives marketing avec Clio. Grâce à une formation et un soutien de calibre mondial, les avocats peuvent gérer en toute sécurité leur pratique de n'importe où, sur n'importe quel appareil et passer moins de temps sur le travail de bureau et plus de temps à pratiquer le droit. En savoir plus sur clio.com

Prix

À partir de
39,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Royaume-Uni, États-Unis

Langues

anglais

Clio - Avis

Note globale
4.6/5
95% d'avis positifs
435
Excellent
144
Très bien
20
Moyen
5
Médiocre
6
Horrible
Marie G.
Traduire avec Google Translate

Clio Review

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 24/06/2019
Provenance de l'avis : Capterra

My overall experience has been positive. There are plenty of resources for day to day activities and for more complex matters the live support has been indispensable. I find it easy to navigate and learn.

Avantages

Initially it was a better system overall than the systems we were trying to make fit our needs (Timeslips and Sharepoint). Subsequently, the updates that are implemented by the development team when there is an obvious need or lack identified.

Inconvénients

I did not like that the billing of outstanding balances was not automated during billing runs to capture all outstanding balances so anyone who does not have a current bill still gets a bill when I do not enter a start time as a filter option. I also do not like that I have to clean up so much on the Quickbooks Online end of a Retainer transfer, especially after a billing run when its many clients at once, it creates a lot of work in the Retainer in Trust register in QBO.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Stephen C.
Traduire avec Google Translate

Changed my practice

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 20/06/2019
Provenance de l'avis : Capterra

Avantages

Clio has been a game changer for my practice. Before I would write my time on a sheet of paper (sometimes any paper within reach) and hope it got entered at some point before the end of the month. Now, I immediately enter my time either on my computer or iPhone. A phone call, client conversations, anytime I work on a file it immediately gets entered into Clio.
At the end of the month, Billing is a breeze. I am able to see all of my Billable Clients for the month and with a few clicks, they are all sent out by either email or Clio Connect. My clients can pay with their credit cards, and many times they have paid overnight before I even get to the office the next day. I remember when I first switched to Clio about 80% of my accounts receivable paid within the first week.
My clients also like the billing detail with separate time, attorneys, and expenses. I have been able to create custom invoices to comply with some of my government contracts, which require invoices to look a certain way.
We are also big fans on the integration with Office365. The software automatically creates a client folder on OneDrive when a new matter is opened. This has been a huge help in keeping everyone working on the same files and storing documents in the correct client folder. Also, the Outlook plugin has been great to keep all emails received and sent copied to the client's matter. I do not know how many times I have easily found an email related to a client matter.

Inconvénients

I wish there was better integration with Infusionsoft (now Keap). There is a way to connect using third parties, but it would be nice to only enter client information once.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Gary H.
Traduire avec Google Translate

Clio Is The Best

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 04/09/2018
Provenance de l'avis : Capterra

I have not had a single issue with Clio. I have used it now for three years. My bills look sharp and the time/activity record keeping is flawless, which helps when I have to push to get paid. The trust accounting is redundant and airtight. I am looking forward to developing my practice and I know that Clio is expanding its range of functions at a rate faster than any of my needs. Clio is leading the industry in coordinating with third party vendors (Lawpay, Outlook etc) to make Clio even more functional and efficient.

Avantages

There is much to like about Clio. Their customer support is first rate and comprehensive. For example, learning to manage trust accounting and the creation of regular client invoices are critical and time sensitive activities. During my first year with Clio, I would call customer service at the end of each month as I encountered small mistakes I made in billing or accounting. Clio was always there willing to patiently walk me through my steps to help me fix my errors. The billing and accounting features are redundant and it is almost impossible to make a mistake that cannot be fixed. Time entry is simple and efficient.

Inconvénients

I love the ease of use with respect to creating bills and managing trust accounting. On a different level, I have confidence that Clio is on the cutting edge of technology and software developments. As is evidenced by their annual conference, Clio is a leader in the industry. My investment in time learning this platform will continue to pay dividends as I mature as a solo practitioner. I am a veteran litigator but I recently opened my own practice. Clio has been the one indispensable tool to my new practice.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Candace W.
Traduire avec Google Translate

I have been so impressed with Clio. There is so much it can do and the customer service is amazing.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 16/03/2018
Provenance de l'avis : Capterra

There are too many to mention. I was only looking for conflict management software and didn't know if I needed a case management software because I am a solo attorney that is just starting out. It turns out that Clio does so much more. The timer feature lets you track work on different matters and easily switch to a different matter when a phone rings or interruption happens. You don't lost time. The billing is clean, neat and easy. After that you can move on to so many other options -- document automation, cloud storage, phone logs, email logs, quick and easy email drop. I have been here less than a year and I wouldn't switch. I am so pleased with Clio and how it makes the business end of practicing so much easier.

Avantages

What is best? There is so much. The Dashboard (to see instantly how the I am doing, and for each client so I can see how much time and billing has occurred on each matter and easily find the information I need); Time keeping, invoicing, secured email, email drop (to easily put emails into client matters in Clio and free up inbox space, ) and DOCUMENT TEMPLATES with Custom Fields -- I have automated my engagement letter, a basic client letter, will forms, POAs, etc. It saves so much time. To write a letter and not have to look up an address or block/copy it is so nice. You generate the document and edit to start typing the body right away. It requires work on the front end but in the end it is worth it. Also, the customer service being one click on a chat icon away is great. They are so friendly and talked me through invoicing each month for the first few months.

Inconvénients

The customer service and training videos are great but sometimes it feels like an Easter egg hunt to find out what all it can do. I spent the first 8 months just keeping time and doing invoicing. I knew it did other things but wasn't sure what and how. Once I started digging around I have been amazed at what all I have found. It has saved so much time and made things for a solo attorney so much easier. I am sold.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
David M.
Traduire avec Google Translate

Best all-in-one solution out there

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 24/05/2017
Provenance de l'avis : Capterra

It's a major time saver. It's great for billing, keeping tabs of your time, costs associated with a file, trust money for each file, docketing, contact lists, and all the rest.

It feels a bit short/incomplete in some areas, but they keep improving it so hopefully that will happen soon.

It's still the best damn law practice software out there, and I've searched high and low!

Avantages

- Easy to use and learn
- Easy to show others to use
- Really easy billing features
- Great organization
- The Notes feature is fantastic and replaces any need for docketing and memos to file
- The "add time" feature makes it easy to keep track of billings and what's to go on the next invoice
- The linking of contacts to files is a time saver
- The Calendar is easy to use and does what you need it to
- The accounting that exists is great for keeping track of the movement of money directly connected with a file. It has helped keep my trust accounting immaculate. IT also helps me keep track of expenses associated with each file.

Inconvénients

Clio is fantastic and the best solution I've been able to find, and I've done a lot of searching both before and after buying Clio. That said, Clio seems half finished in some areas and I'm hoping more work will come.

- The accounting is adequate, but should go a lot further than it does. I would love an integrated cheque writing program, for example.

- I don't know why you can't have more than one client per file. It's a small thing, but it bugs me. I put additional clients in the "contact" list associated with the file, and just pick one as a primary client to list. It doesn't matter, but again, it's a weird oversight.

- The firm metrics is a great idea, but it seems half finished. I don't know why, but it doesn't save stuff year to year and just dumps the information. There's also a dramatic lack of ability to customize things. This is frequent in some of Clio's features, such as how to list matters or client names. It's not a deal breaker, but it's a weird thing to not make more usable.

Overall, Clio is a fantastic program and I don't know how I'd run my practice without it. It's a lot better than everything else I've tried. I just wish the damn thing integrated with more programs and capabilities, and that they just expanded on it. I think the reason why it's frustrating is because it's so close to being sort of perfect, and they just don't go far enough. Hopefully they'll keep adding to it and raise it to that level!

It's definitely worth the buy.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Clio - Prix

À partir de
39,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Clio - Fonctionnalités

  • API
  • Facturation
  • Gestion de la comptabilité
  • Intégration comptable
  • Rapports personnalisables
  • Tableau de bord d'activités

  • Analyse financière
  • Données en temps réel
  • Gestion de la conformité
  • Gestion des factures
  • Gestion des flux de travail
  • Importation et exportation de données
  • Intégration de tiers
  • Notifications automatiques
  • Paiements électroniques
  • Prise en charge de plusieurs devises
  • Rapports et statistiques
  • Réceptions
  • Suivi des frais
  • Traitement des factures

Clio - FAQ

Voici quelques-unes des questions fréquentes sur Clio.

Q. Quels sont les types de licence disponibles pour Clio ?

Types de licences disponibles pour Clio :

À partir de: 39,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Clio ?

Nous n'avons pas d'informations sur les fonctionnalités de Clio.

Q. Qui utilise Clio ?

Utilisateurs habituels du logiciel Clio :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Non Profit, PME

Q. Dans quelles langues Clio est-il disponible ?

Langues dans lesquelles Clio est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Clio ?

Types de licences disponibles pour Clio:

Abonnement

Q. Clio prend-il en charge les appareils mobiles ?

Appareils pris en charge par Clio :

Android, iPhone, iPad

Q. Avec quelles applications Clio peut-il s'intégrer ?

Applications s'intégrant à Clio :

Chrometa, FactBox, InvoiceSherpa, Law Ruler Software, Lexicata, PieSync, Teamleader, Wishpond, Xero, Zapier

Q. Quelles sont les ressources d'aide disponibles pour Clio ?

Ressources d'aide disponibles pour Clio :

Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo