Clio

Clio

Logiciel de gestion des cas juridiques basé sur le cloud

4.7/5 (1046 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
Australie, Canada, Royaume-Uni, États-Unis
Langues
anglais

Captures d'écran

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 : 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 : Capture d'écran pour Clio : Capture d'écran pour Clio : Capture d'écran pour Clio :

Clio - Avis

Note globale
4.7
/
5 1046 avis
Excellent
796

Très bien
207

Moyen
30

Médiocre
5

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
Laurie T.

Great functionality and awesome customer service

Clio has allowed us all to access information we need from one place and pull customized reports that allow for better business planning. Honestly, it's one of the most user friendly client database software that I've ever used.


Traduire avec Google Translate
Jared L.

Review of Clio use and functionality

I have been able to delegate more to my support staff by using the different scheduling and tasking features without giving up on my oversight, since I can verify overdue tasks and completed tasks. Also, my staff has been able to manage my calendar through the case and firm calendar features which allows me to draft more and be able to schedule more hearings.

I am in and out of the office most days and the cloud-based aspect of this software and mobile app allows me to keep track of my schedule, access my matters, and contact clients as needed.

Overall my experience has been excellent; I moved from using 4-5 programs and apps to manage my practice, to using 2 because of the integration in the Clio suite. I have recommended this software to several friends and have help to train some of them on the basics while they were feeling it out.


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
J.p. W.

Clio is the best option for a solo or small firm law practice

After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.


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

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

Laurie T.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 13-50 employés
Traduire avec Google Translate

Great functionality and awesome customer service

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 20/02/2020
Provenance de l'avis : Capterra

Clio has allowed us all to access information we need from one place and pull customized reports that allow for better business planning. Honestly, it's one of the most user friendly client database software that I've ever used.

Avantages

What I like most about Clio and it's developers is that when there is a feature you believe would be a great enhancement and you suggest it to them, it seems like not long thereafter you have that enhancement.

Inconvénients

I cannot think of anything I don't like, honestly.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Jared L.
Secteur d'activité: Cabinet d'avocats
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

Review of Clio use and functionality

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 05/11/2019
Provenance de l'avis : Capterra

I have been able to delegate more to my support staff by using the different scheduling and tasking features without giving up on my oversight, since I can verify overdue tasks and completed tasks. Also, my staff has been able to manage my calendar through the case and firm calendar features which allows me to draft more and be able to schedule more hearings.

I am in and out of the office most days and the cloud-based aspect of this software and mobile app allows me to keep track of my schedule, access my matters, and contact clients as needed.

Overall my experience has been excellent; I moved from using 4-5 programs and apps to manage my practice, to using 2 because of the integration in the Clio suite. I have recommended this software to several friends and have help to train some of them on the basics while they were feeling it out.

Avantages

I like the fact that there are different levels of cost for the need of your business. I started with one user on the lower tier, then moved up to include more options and added a user. I like the fact that not only does it provide billing and payment integration, but, at the time I upgraded, it included the monthly cost to use Law Pay (which I have also found helpful).

Inconvénients

I feel there are some personal preferences I would like to use in my reports viewing and accounting. But there was a recent revamp rolled out a few months ago that did address some of my needs. Admittedly, although I have used the product for almost 4 years now, I have not watched all the tutorial videos or called with all of my specific questions, even though with the boutique package there is a dedicated help line.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Ashley M.
Secteur d'activité: Cabinet d'avocats
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

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 avec Google Translate

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

J.p. W.
Secteur d'activité: Cabinet d'avocats
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

Clio is the best option for a solo or small firm law practice

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 04/11/2019
Provenance de l'avis : Capterra

After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.

Avantages

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Inconvénients

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

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 1 046 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 1 046 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Clio - Fonctionnalités

Clio - Fonctionnalités

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 1 046 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

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 :

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