Clio

Software de gestión de casos legales basado en la nube.

4,7 /5 (1134 opiniones) ¡Escribe una reseña!

Información general sobre Clio

¿Qué es Clio?

Clio es el principal software de gestión de práctica para el sector del derecho. Con tecnología segura basada en la nube, Clio facilita el día a día de profesionales del derecho en todo el mundo con seguimiento intuitivo del tiempo, facturación, administración de material, aplicaciones móviles y más para simplificar cada tarea, desde la recepción del cliente hasta la factura.

Con Clio, las firmas de abogados de todos los tamaños manejan fácilmente las relaciones y los documentos de los clientes, simplifican la administración y la colaboración y optimizan las iniciativas de marketing. Con capacitación y asistencia de primera clase, los abogados pueden administrar sus actividades de forma segura desde cualquier lugar, en cualquier dispositivo y dedicar menos tiempo al trabajo de oficina y más tiempo en la práctica jurídica. Obtén más información en clio.com.

Información general sobre Clio

Precio

A partir de
US$ 39,00/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Funciones de Clio

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos, Canadá, Reino Unido
Idiomas admitidos
Inglés

Medios

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

Opiniones de Clio

Opiniones de Clio

Calificación general
4,7
/
5
Excelente
867

Muy bien
218

Normal
33

Pobre
7

Malo
9

Relación calidad-precio
4,6
Funciones
4,5
Facilidad de uso
4,6
Asistencia al cliente
4,8
96% Un ha recomendado esta aplicación
Stephen B.

Fantastic Practice Management Solution


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Ginger P.

Exceptional Value.

Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever expected.


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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.


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Candace S.

Clio Has Made the Start of My New Law Firm Even More Successful

Clio takes case management to a whole new level! Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease. Clio helps me make the most of each and every day by its easy time management options - making bills quick and easy! Utilizing Clio Manage with Clio Grow has been the perfect setup that I needed as I started my own firm. There is no question that I am better managing my clients and my practice with the use of this software.


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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?


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Stephen B.
Sector: Servicios jurídicos
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Fantastic Practice Management Solution

Software usado A diario durante Más de dos años
Revisado el 6/7/2019
Fuente de la reseña: Capterra

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Ginger P.
Sector: Servicios jurídicos
Tamaño de la empresa: Trabajador autónomo
Traducir a español
Traducir a español

Exceptional Value.

Software usado A diario durante Más de un año
Revisado el 4/11/2020
Fuente de la reseña: Capterra

Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever expected.

Puntos a favor

The time and billing program is easy to use. Keeps you on track to bill clients timely, accurately reflects you day, unbilled time as well as billed time. Highly functional. Exceptional Customer Service. This is the best decision I made in years.

Puntos en contra

I do not have any Cons about the program. I wish I used it daily in the beginning of my learning curve.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Ashley M.
Sector: Práctica de la abogacía
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Better for new attorneys

Software usado A diario durante 6-12 meses
Revisado el 22/3/2017
Fuente de la reseña: 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.

Puntos a favor

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

Puntos en contra

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.

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Respuesta 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

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 4.0/10

Candace S.
Sector: Servicios jurídicos
Tamaño de la empresa: Trabajador autónomo
Traducir a español
Traducir a español

Clio Has Made the Start of My New Law Firm Even More Successful

Software usado A diario durante 1-5 meses
Revisado el 29/10/2020
Fuente de la reseña: Capterra

Clio takes case management to a whole new level! Not only does it help me better organize my files and tasks, but it helps me quickly go between several tasks and files with ease. Clio helps me make the most of each and every day by its easy time management options - making bills quick and easy! Utilizing Clio Manage with Clio Grow has been the perfect setup that I needed as I started my own firm. There is no question that I am better managing my clients and my practice with the use of this software.

Puntos a favor

My favorite feature of Clio is Clio GROW. I got it right from the start along with Clio Manage and I highly recommend it. As a sole practitioner, I need to be able to streamline and automate my intake process. Additionally, I need to keep up with my leads for marketing purposes. Clio Grow has enabled me to be much faster in my response time with new clients. It is very evident to me that my rate of conversion has been substantially increased with the utilization of Grow and now I cannot imagine my practice without it.

Puntos en contra

I have seriously not found anything I do not like about this software. I have really practiced with it and have found every feature to be helpful.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Bert S.
Sector: Servicios jurídicos
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Passing the blame....

Software usado A diario durante Más de un año
Revisado el 8/9/2020
Fuente de la reseña: 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?

Puntos a favor

I thought everything was integrated and intuitive.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 3.0/10

Recomendación de usuario
9,4/10
Basado en 1134 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Clio

Precios de Clio

A partir de
US$ 39,00/mes
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4,6/5
Basado en 1134 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Clio

Funciones de Clio

API
API
Análisis financiero
Creación de informes personalizables
Creación de informes y estadísticas
Datos en tiempo real
Facturación
Gestión de facturas
Gestión de flujos de trabajo
Gestión de la conformidad
Gestión de la contabilidad
Importación y exportación de datos
Integración contable
Integración de terceros
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Procesamiento de facturas
Registro de auditoría
Seguimiento de gastos
Varias divisas
Funciones
4,5/5
Basado en 1134 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Preguntas frecuentes sobre Clio

Preguntas frecuentes sobre Clio

He aquí algunas preguntas frecuentes sobre Clio.

P. ¿Qué tipo de planes de precios ofrece Clio?

Clio ofrece los siguientes planes de precios:

A partir de: US$ 39,00/mes

Modelo de precios: Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de Clio?

No tenemos información sobre las características de Clio

P. ¿Quiénes son los usuarios habituales de Clio?

Los clientes habituales de Clio son:

Empresas pequeñas, Empresas Grandes, Sin ánimo de lucro, Trabajadores autónomos, Empresas medianas

P. ¿Qué idiomas admite Clio?

Clio admite los siguientes idiomas:

Inglés

P. ¿Qué tipo de planes de precios ofrece Clio?

Clio cuenta con los siguientes planes de precios:

Suscripción

P. ¿Clio es compatible con dispositivos móviles?

Clio admite los siguientes dispositivos:

Android, iPhone, iPad

P. ¿Con qué otras aplicaciones se integra Clio?

Clio se integra con las siguientes aplicaciones:

Chrometa, Cyfe, FactBox, InvoiceSherpa, Law Ruler, PieSync, Teamleader, Wishpond, Xero, Zapier

P. ¿Qué tipo de asistencia ofrece Clio?

Clio ofrece las siguientes opciones de asistencia:

Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo