Clio

Clio

Logiciel de gestion des cas juridiques basé sur le cloud

4.7/5 (811 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
4.7/5
95% d'avis positifs
599
Excellent
175
Très bien
25
Moyen
5
Médiocre
7
Horrible
Kimberly B.
Traduire avec Google Translate

Fantastic product!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 28/08/2019
Provenance de l'avis : Capterra

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.

Avantages

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!

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Tracy V.
Traduire avec Google Translate

Clio is a mixed bag

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 01/09/2019
Provenance de l'avis : Capterra

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.

Avantages

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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Rosalinda B.
Traduire avec Google Translate

Very easy to use

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 29/08/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Alicia D.
Traduire avec Google Translate

Best in Class for Small Firms

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 29/08/2019
Provenance de l'avis : Capterra

In addition to what I wrote above, Clio Management's customer service and technical support are​ great. They are still working out the kinks on the Clio Grow side after acquiring Lexicata (which I also used and was happy to see integrated). I am excited to see what improvements they have in connecting up the two systems.

Avantages

I've been using Clio since 2010. I have tried other software over the years. I also originally had to use other software that integrated with Clio, but slowly have been able to reduce subscriptions as Clio built out features. Clio is the best in class, affordable, and the software around which I ultimately chose to build all my systems. I like that Clio allows me to manage the entire client file, including documents and emails, bills, and file shares, all within a single integrated system. Less software is cheaper, easier to manage, helps me capture details, and requires less employee training and management.

Inconvénients

Clio still has some features and kinks to work out. Not everything is intuitive. Its plugin with Outlook is a little slow and I don't like that it strips the attachments from emails when placing them in the file. There still isn't enough flexibility in fee arrangements. It could improve the marketing side quite a bit. And I wish you could edit billing entries in bulk a little easier (especially if you made a mistake in one edit, it doesn't save and you lose ALL your edits -- super annoying). That said, all of these bugs and annoyances get addressed by Clio over time. They continually improve and grow the software. So I don't feel that there are any fatal flaws; just quirks that you learn to work around​.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Lucy D.
Traduire avec Google Translate

Solo Attorney Highly Recommends Clio

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 19/08/2019
Provenance de l'avis : Capterra

Clio has made me much more organized and efficient. My billing process is easier and smoother and I keep better track of accounts receivable. Much easier to track the progress of a file and leads. It is easy to share documents and communications securely with clients

Avantages

Clio software is comprehensive and covers everything that I need as a solo attorney to keep my practice running smoothly and efficiently. Clio Grow is a new feature that helps me track leads, lead sources, the intake process, etc. It is very comprehensive and is easily merged with Clio Manage. The Clio help desk is excellent. Answers are always spot on. If they cannot fix my problem, they will honestly tell me that Clio does not have the capability that I'm looking for and they will offer to submit a request for that capability to be considered in the future. Clio is always looking to address customer needs.

Inconvénients

Does not have all of the capabilities that I need but has most of them. Sometimes the queue for the help desk/chat is rather long.

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, 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

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