Clio

Logiciel de gestion des cas juridiques basé sur le cloud

4,7 /5 (1106 avis) Donnez votre avis !

Clio - Présentation

Description du logiciel Clio

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

Clio - Présentation

Prix

À partir de
39,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Clio - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis, Canada, Royaume-Uni, Australie
Langues
anglais

Media

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Clio video Clio video Clio video Clio video Capture d'écran pour Clio : With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance. Capture d'écran pour Clio : Robust invoice customization options give law firms the opportunity to put their branding front and center. Capture d'écran pour Clio : The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute. Capture d'écran pour Clio : The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home. Capture d'écran pour Clio : Clio calendar Capture d'écran pour Clio : Clio matter pipeline Capture d'écran pour Clio : Clio create new contact Capture d'écran pour Clio : Clio reports

Clio - Avis

Note globale
4,7
/
5
Excellent
850

Très bien
213

Moyen
29

Médiocre
6

Mauvais
8

Rapport qualité-prix
4,6
Fonctionnalités
4,5
Simplicité d'utilisation
4,6
Support client
4,8
96% des utilisateurs recommandent cette application
Stephen B.

Fantastic Practice Management Solution


Traduire avec Google Translate
Lindsay H.

Great software and user friendly!

My overall experience has been great! They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.


Traduire avec Google Translate
Ashley M.

Better for new attorneys

If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.


Traduire avec Google Translate
Patrick H.

Clio, the best all purpose attorney software, bar none...

Outstanding experience with something for everyone just depending on one's level of interest and need.


Traduire avec Google Translate
Þorsteinn H.

clio law DATA management

Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining.
Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log).

clio portal for clients, e sign easy to make form-documents connects to IP phone etc.

Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.


Traduire avec Google Translate
Stephen B.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 2-10 employés
Traduire en français

Fantastic Practice Management Solution

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 06/07/2019
Provenance de l'avis : Capterra

Avantages

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Inconvénients

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Lindsay H.
Secteur d'activité: Cabinet d'avocats
Taille de l'entreprise: 2-10 employés
Traduire en français

Great software and user friendly!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 21/07/2020
Provenance de l'avis : SoftwareAdvice

My overall experience has been great! They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.

Avantages

I liked how the IT team literally walked me through the entire set-up/integration. To be 100% honest, they recovered & transferred my crashed billing entries from Timeslips into their system. There are so many positives re: Clio software that I cannot pick what I like most; however, the Quick Bill & Payment Plan features are very convenient. Oh, I can't write a review and not mention the LawPay integration. That is also a great feature!

Inconvénients

I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them. I wish Clio had a .pdf that I could hand to every new client. I also wish there were more options re: billing history printouts for the Court. This is VERY important when asking for ATTY fees.

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Ashley M.
Secteur d'activité: Cabinet d'avocats
Taille de l'entreprise: 2-10 employés
Traduire en français

Better for new attorneys

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 22/03/2017
Provenance de l'avis : Capterra

If you're not used to a system, this can be made into a good system for you. There are a lot of functions missing--like being able to track time associated with flat fee activities (so you can't track productivity or if you do, you can't print out your billable hours without some discussion to the ethics board). You can track e-mails and phone calls, but not faxes, letters, or text messages. You can set tasks for others that you can update, but the update doesn't get sent to the other person. You can set pop-ups on your calendar for yourself, but not for other people. You can track the budget of a case, but not the running total of transactions or expenses. You can integrate with Quickbooks, but you have to import and export the information--the information does not flow freely between the two. The calendar has all of the same pitfalls as Google Calendar because it is Google calendar but with some functions missing. You can upload and download documents, and you must do that in order to save any changes with Clio (unless you pay for HIPAA-compliant Google Drive Professional). Your receptionist has to separately capture phone messages from your client to you because only you can have conversations. Wandering between the conversations page and the logs page means that you will always end up back in the Matters tab. If you're trying to capture a phone call with a person not in the system you have to exit the phone call and lose all of the information to enter that person before you can save the conversation to a file. It's not customizeable. There are some pros over Amicus but many features I miss (such as being able to track time directly with the phone call, including the time the call was initiated) but it has good parts about it. If you're into nitty-gritty capturing of information and you have the time to invest it can be a good platform but trying to teach established attorneys how to rework their legal practice around it is difficult.

Avantages

It's online.
The timer can be stopped and started easily.

Inconvénients

I spend about two (2) hours a day implementing workarounds to make the system work because it was not built for family law practice or file review. It's a good backup system but it's nothing very reliable unless you're willing to invest the time into making it work.

Traduire en français

Réponse de Themis Solutions

Hey Ashley,

This is all fantastic feedback and definitely provides some valuable insight into areas we can improve in order to make Clio work better for all attorneys out of the box. Any chance we could get you on a call with our product team so that they can hear your suggestions?

- Derek, Clio Community Manager

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 4.0/10

Patrick H.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 2-10 employés
Traduire en français

Clio, the best all purpose attorney software, bar none...

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 21/04/2020
Provenance de l'avis : Capterra

Outstanding experience with something for everyone just depending on one's level of interest and need.

Avantages

Functionality is nearly universal while specially and jusisdiction costomization is great.
Easy law firm branding and pre sale marketing is brilliant.
Support is outstanding and the Premium Support even better for speedy, live agent help.
Cost is reasonable and many available plans on their menu of options.
Clio grows nicely with solid feature burstsoften free to it's users.
Excellent and often updated/enlarged mobile App across all usual platforms: Appke, Android, Windows...
Superior online instant pay clientbinvoucing, and client trust account requests
The wide assortment of excellent and Rock solid 3rd party software affiliations is very impresdive.

Inconvénients

I was fortunate to have free help migrating my existing, Timeslips database compiled over many years but it ain't quite so free today...Also, I'm still not a fan of the communications tools for clients and othes not subscribed to Clio.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Þorsteinn H.
Secteur d'activité: Cabinet d'avocats
Taille de l'entreprise: 2-10 employés
Traduire en français

clio law DATA management

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 28/05/2020
Provenance de l'avis : Capterra

Support easy super good. Clio fixed problems with non english characters in days, Timemattes did not fix it in 20 years we have been complaining.
Clio has extremely good search features and all sorts of filtering. For instance universal search that goes through matters, contacts, events, notes, tasks, time/expenses logs, documents content, doc, names, and communications (emails, sec. mess, phone log).

clio portal for clients, e sign easy to make form-documents connects to IP phone etc.

Faster law is a must I would say. To make a great package even better we subscribed also to Faster Law which has done a fantastic add on to Clio. There you get tools to capture your time automatically, the programs keeps track on how long you spend working on case files, e mails etc. in different cases and suggests billable time for that. There is a lot more like file handling, better way to link e mails, save and link attachments and files, you can explore your files on Clio’s serves in you file explorer.

Avantages

For us the program has changed everything in the workflow to the better. In our opinion Clio’s forte is how flexible it is. Every law firm has its own different way of organizing workflow and Clio can accommodate for that, at least our whims and quirks which we have abundant of. The program is like potty in your hand. You mold and sculp the program according to your own special needs in the workflow. The only barrier is your own imagination. You decide how information is inserted, in what order and form and how it is presented. You make your own work procedures. You can organize and make chains of tasks beforehand and set the relevant type of chain of tasks to fit the case you are working on. Then, there and now, the future workflow is decided and set for that case.

Inconvénients

You can not copy matters/cases and clients. It is not easy to move data fram TM to clio. We decided not to to it. Integration between outlook calander and clio calander does not work, it is so slow it is not usable. But the integration between google cal and clio cal is excellent.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
9,4/10
Basé sur 1 106 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Clio - Prix

Clio - Prix

À partir de
39,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4,6/5
Basé sur 1 106 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Clio - Fonctionnalités

Clio - Fonctionnalités

API
API
Analyse financière
Données en temps réel
Facturation
Gestion de la comptabilité
Gestion de la conformité
Gestion des factures
Gestion des flux de travail
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Piste d'audit
Prise en charge de plusieurs devises
Rapports et statistiques
Rapports personnalisables
Suivi des frais
Tableau de bord d'activités
Traitement des factures
Fonctionnalités
4,5/5
Basé sur 1 106 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Clio - FAQ

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

Essai gratuit: 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 :

PME, Grandes entreprises, À but non lucratif, Auto-entrepreneurs, Entreprises de taille moyenne

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