Clio

Sobre 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.


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Precio inicial

US$ 39,00
mes
US$ 24,00
mes

Opciones de precios

Versión gratuita
Prueba gratuita
Versión gratuita
Prueba gratuita

Funciones

111
19

Integraciones

15
14

Facilidad de uso

4,6 (1.524)
4,8 (36)

Relación calidad-precio

4,6 (1.524)
4,4 (36)

Atención al cliente

4,7 (1.524)
4,4 (36)

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Opiniones

Calificación general

4,7 /5
(1.524)
Relación calidad-precio
4,6/5
Funciones
4,5/5
Facilidad de uso
4,6/5
Asistencia al cliente
4,7/5

¿Ya tienes Clio?

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Mostrando 5 opiniones de 1.524
Josue
Calificación general
  • Sector: Sistema judicial
  • Tamaño de la empresa: 501-1.000 empleados
  • Software usado Semanalmente durante Prueba gratis
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Opiniones sobre Clio

Revisado el 21/8/2023

En general la herramienta es útil y ofrece un buen servicio de atención al cliente además de poder...

En general la herramienta es útil y ofrece un buen servicio de atención al cliente además de poder hacer los respectivos informes personalizados.

Puntos a favor

Ofrece un buen servicio de atención al cliente con flexibilidad y asequibilidad.

Puntos en contra

Me gustaría tener más opciones para personalizar los informes. Fuera de eso bastante bien.

jose
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 51-200 empleados
  • Software usado Mensualmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Clios

Revisado el 3/11/2022

Puntos a favor

Clios es veloz,rapido,facil en la carga de los datos

Puntos en contra

No deja almacenar muchos datos y informes

Jonathan
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Clio is the Leader of the Pack

Revisado el 9/10/2019

I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with...

I have been using Clio for about 6 years. It has grown so much in that time. I am very pleased with the direction they have taken the product and I can't wait to see what else they come up with!

Puntos a favor

Clio is repeatedly at the top of the charts for available features. Clio is constantly working to improve their service and adding new features and functionality. We have had no problems to speak of. Any issues that we have had have been related to finding a particular option or feature.

Puntos en contra

I wish that Clio would support more advanced document generation. At present, it just does mail-merge-type generation. Substituting fields in Clio with a field indicator in a Word doc. I would love to be able to get rid of HotDocs and use Clio instead, but it just can't match what HotDocs can do. The other feature that I wish it supported is the ability for external uses (clients) to fill out forms or data, which can then be stored in Clio.

Alternativas consideradas

Rocket Matter

Razones para cambiar a Clio

Clio has more features, functionality, and integrations than the competition.
Joseph
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Implementation is tough

Revisado el 3/7/2023

It's cheaper than our prior system. It has more functionality than our prior system. It has tons of...

It's cheaper than our prior system. It has more functionality than our prior system. It has tons of integrations with other programs, so we're using it for marketing and robust document generation. We're hoping to get the task sets and workflows set up soon to streamline file opening and operations together with finance and trust accounting.

Puntos a favor

Custom sets of templates for client types and matter types is great. There are tons of integrations with so many other programs to add functionality is dizzying. We're still learning all this program can do and trying to maximize our use of it through best practices, but we're very hopeful and optimistic that it's going to make our lives much easier and more organized.

Puntos en contra

The implementation by Clio has been less than stellar. They've tried to integrate spreadsheets of information from our prior practice management software, plus other sources to get all of our client and matter data into the program. But getting the data migration specialists on the phone has been difficult. We noticed that one phase of the migration had not gone correctly, so we called and e-mailed like mad to make sure they wouldn't go to the next step of migration until we could get that prior data fixed. They ignored the calls and e-mails and went ahead with the next step. So that just compounded the problem by about 10,000 times. Now, we're having to go back through our spreadsheets to clean up the data again. Then they're going to have to somehow undo the migration steps they've taken already. Then we'll try it again. We've been using it almost 90 days, and we're still not at full usage yet, because the migration is so messed up.

Alternativas consideradas

MyCase, Rocket Matter y Smokeball

Razones para elegir Clio

Firm Central hasn't been updated or given additional functionality in well over 5 years. No one else uses it, and it has no integrations with or support from third parties to add any more functionality. West has practically abandoned the product entirely. If they don't want to keep supporting it, then why should we keep using it?

Software anterior

Firm Central

Razones para cambiar a Clio

It had a larger installed user base with more third-party integrations and third-party consultants available for use in assisting us to migrate and implement it. Also, our outside accounting company is more familiar with it than any of the other programs.
Diane
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 1.0 /10

There has to be something better; going downhill for solos

Revisado el 9/2/2017

I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small...

I have been using this since 2012 - at first it fit my needs and was marketed for the solo/small practice firms. It has increasingly become more cumbersome and takes longer to calendar and bill than I would like. The interest feature on the billing can only calculate simple interest. Once you enter the interest formula, there is no way to disconnect it so you are left to manually delete all of the entries. They have changed the billing process from a process that once took about an hour to taking about 3 hours. A bill is generated and placed under the Draft tab, you can view it, edit it, submit it for approval (a waste of time for a solo), or approve it - so I view it, see it needs to be edited, and click on edit, the bill comes up for editing, then once you've completed it, you hit Approve - and nothing happens which is new - you either can hit the go to bills Awaiting Payment link, or click on the Awaiting payment screen -- from there, you are forced to sort through all of your accounts receivable to find your newly edited bill. Once you find the bill, then you can Receive Payment from the trust account - but be careful since if your client has $500 in trust and the bill is $1000, the trust payment will pop up $1000, which you know is inaccurate, so you have to do another edit. Then the bill drops out of view and you either have to return to Awaiting Payment or Paid tabs - search through all of the other bills, find your bill, then you can download it - print it, or save it, and then email it.
If you want to enter a new appointment, you can do so on the calendar, but if you want to create a method to track the new client, you have to go to another tab to set up a matter, you can only input the client's name, not the address, not the phone number, not any other stuff that should appear at this point, in my opinion. Then you add in your number. Then you have to track down the name you just entered and try and add in addresses, phone numbers, email addresses. The process is incredibly time consuming.

Pros: Cost
Cons: Overly rigid, designed for those who have a data processor employee, time consuming, not customer service oriented - was marketed for solos/small practices and this is not the case any longer.

Puntos a favor

Web based program and cost.

Puntos en contra

Rigid, time consuming process. So many things don't work and the process of finding a work around is cumbersome.

Mostrando 5 opiniones de 1.524 Todas las opiniones

Preguntas frecuentes sobre Clio

He aquí algunas preguntas frecuentes sobre Clio.

Clio ofrece los siguientes planes de precios:

  • A partir de: US$ 39,00/mes
  • Modelo de precios: Suscripción
  • Prueba gratis: Disponible

Los clientes habituales de Clio son:

Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

Clio admite los siguientes idiomas:

inglés

Clio admite los siguientes dispositivos:

Android (móvil), iPhone (móvil), iPad (móvil)

Clio se integra con las siguientes aplicaciones:

Box, Chrometa, Dropbox Business, Fundbox, InvoiceSherpa, Lawyaw, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, RightSignature, Xero, Zapier

Clio ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Base de conocimientos, Asistencia telefónica, Asistencia 24/7, Chat

Categorías relacionadas

Ver todas las categorías de software encontradas para Clio.