Clio

Logiciel de gestion des cas juridiques basé sur le cloud

4,7 /5 (1123 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
Langues
anglais

Médias

With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.
Robust invoice customization options give law firms the opportunity to put their branding front and center.
The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute.
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.
Clio calendar
Clio matter pipeline
Clio create new contact
Clio reports
Vidéo de Clio Vidéo de Clio Vidéo de Clio Vidéo de Clio 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
862

Très bien
218

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
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
Thad S.

Security is lacking for the accounting side. Otherwise it's a very good software.

We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are mostly pleased. I think that most case management software works on the same theory: a contact (person or enterprise) can have several different matters (cases). Like most users, we just want it to work and it does (with the exception of the accounting problem described above).

Clio has so many helpful features and integrations that it could take a year or two just to get a small to medium-size office up to speed with using all the features.

However, UNTIL CLIO FIXES THE ACCOUNTING SECURITY PROBLEM, DO NOT SWITCH FROM YOUR CURRENT PROGRAM.


Traduire avec Google Translate
Bert S.

Passing the blame....

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?


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

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

Thad S.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

Security is lacking for the accounting side. Otherwise it's a very good software.

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 03/04/2020
Provenance de l'avis : Capterra

We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are mostly pleased. I think that most case management software works on the same theory: a contact (person or enterprise) can have several different matters (cases). Like most users, we just want it to work and it does (with the exception of the accounting problem described above).

Clio has so many helpful features and integrations that it could take a year or two just to get a small to medium-size office up to speed with using all the features.

However, UNTIL CLIO FIXES THE ACCOUNTING SECURITY PROBLEM, DO NOT SWITCH FROM YOUR CURRENT PROGRAM.

Avantages

-It has very robust features and integrations.
- I love that the document repository is built-in and built into the price.
- Tech support is good via chat, so I can resolve issues quickly.
-Because it's the leading player in cloud-based case management, it seems like integrations are more numerous.
-Only on rare occasions have I seen the software go off-line or slow down.
-The outlook and word integrations are robust.
-It's easy to find experts who work with Clio because it's such a significant player. We are now setting up operations with a Clio expert bookkeeper. We could not do that when we used a competitor program called PracticePanther.

Inconvénients

1. EMBEZZLERS PARADISE. Clio's accounting security settings allow anyone who can make a receipt for receiving a payment also to be able to EDIT that payment afterward. So, a dishonest employee could make a receipt for $500 cash, pocket $300, and then go back and edit that receipt to be only $200. Right now are using carbon copy receipts as a workaround, but that's not very professional or 21st century. CLIO, YOU GOTTA GET IT TOGETHER AND FIX THIS.

That same security setting described above also allows users with that setting to see a client's balance before their case is submitted (as a flat fee immigration firm, we want to be paid before the case is finished). Clio supposedly tried to fix this by allowing a balance to be viewed without being able to edit payments but that feature it doesn't work.

2. It would be nice to see a texting feature to verify appointments within Clio. Other cloud-based case management does that. With Clio you have to buy another program for texting.

3. It would be nice if we could see all communications for each matter just by clicking on the contact. It is something that Clio should make as a feature that can be turned on and off. It would work better for our firm because we represent individuals in immigration cases that could have three or four different matters.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 7.0/10

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

Passing the blame....

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 08/09/2020
Provenance de l'avis : SoftwareAdvice

Clio set us up for LawPay. Less than 1 week into this month we suddenly can't take anyone's payments. We call Clio and they tell us there is no problem, must be the customer's problem. On two separate occasions they told us there was no limit to the payments we could intake for bills. Finally contact Lawpay who says there is a limit, we exceeded it, and now we can't take another 70 some odd payments this month and the clients all think we are idiots. Why would they sign us up for a program that limits retainers and payments to $10,000 when Clio knows we have 4 full time employees based on the licensees we have?

Avantages

I thought everything was integrated and intuitive.

Inconvénients

Always something that seems like a simple question but impossible to find the answer. The live customer service has mislead us on two or more occasions.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 3.0/10

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

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

Recommandation utilisateur
9,4/10
Basé sur 1 123 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 1 123 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 1 123 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, Cyfe, FactBox, InvoiceSherpa, Law Ruler, 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