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.

Precios desde:

US$ 39,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Clio

Dispositivos

Tamaño de la empresa

P M G

Disponible en los países siguientes

Australia, Canadá, Reino Unido, Estados Unidos

Idiomas admitidos

inglés

Precios desde:

US$ 39,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Clio

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Funciones

Funcionalidades totales de Clio: 73

  • API
  • Alertas y notificaciones
  • Almacenamiento seguro de datos
  • Archivo y conservación
  • Autenticación de dos factores
  • Automatización de documentos
  • Base de datos de clientes
  • Base de datos de contactos
  • Búsqueda de texto completo
  • CRM
  • Calendario de personal
  • Campos personalizables
  • Clasificación de documentos
  • Contabilidad
  • Contabilidad de activos
  • Contabilidad de devengo
  • Contabilidad fiduciaria
  • Control de versiones
  • Copia de seguridad automática
  • Creación de documentos
  • Creación de informes y estadísticas
  • Datos en tiempo real
  • Facturación
  • Facturación automática
  • Firma electrónica
  • Formularios personalizables
  • Gestión de calendarios
  • Gestión de casos
  • Gestión de clientes
  • Gestión de conflictos
  • Gestión de contratos o licencias
  • Gestión de correo electrónico
  • Gestión de documentos
  • Gestión de expedientes
  • Gestión de facturas
  • Gestión de flujos de trabajo
  • Gestión de impuestos
  • Gestión de la conformidad
  • Gestión de recibos
  • Gestión de tareas
  • Gestón de procedimientos jurídicos
  • Herramientas de colaboración
  • Importación y exportación de datos
  • Informes de síntesis
  • Informes personalizables
  • Integraciones de terceros
  • Integración contable
  • Integración de Microsoft Outlook
  • Integración de QuickBooks
  • Modelos personalizables
  • Notas de caso
  • Pagos electrónicos
  • Panel de actividades
  • Portal de clientes
  • Procesamiento de facturas
  • Procesamiento de tarjetas de crédito
  • Recordatorios
  • Redacción de cheques
  • Registro de auditoría
  • Seguimiento de actividades
  • Seguimiento de estado
  • Seguimiento de gastos
  • Seguimiento de progreso de tareas
  • Seguimiento del progreso
  • Seguimiento del tiempo
  • Seguimiento horas/gastos
  • Seguridad SSL
  • Temporizador
  • Temporizadores en función del caso
  • Testimonios de clientes
  • Validación cruzada de la contabilidad
  • Varias divisas
  • Varias ubicaciones

Alternativas

CaseLoad

0
#1 alternativa a Clio
CaseLoad is a fully integrated legal case management and legal accounting system built for modern law firms operating...

CosmoLex

4,7
#2 alternativa a Clio
CosmoLex es un sistema todo en uno de gestión, facturación y contabilidad de la práctica jurídica basado en la nube (no...

Rocket Matter

4,4
#3 alternativa a Clio
Rocket Matter es un software líder de gestión de bufetes legales basado en la nube que ayuda a gestionar bufetes más...

LawMaster

4,1
#4 alternativa a Clio
Centralize all legal operations in one place with LawMaster's law practice management solution. LawMaster allows law...

Opiniones

Calificación general

4,7 /5
(1.161)
Relación calidad-precio
4,6/5
Funciones
4,5/5
Facilidad de uso
4,6/5
Asistencia al cliente
4,8/5

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Mostrando 5 opiniones de 1.161
Stephen B.
Calificación general
  • Sector: Servicios jurídicos
  • 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

Fantastic Practice Management Solution

Revisado el 6/7/2019

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.

Thad S.
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 11-50 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 7.0 /10

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

Revisado el 3/4/2020

We have been with Clio since about the middle of October 2019 (today is April 3, 2020) and we are...

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.

Puntos a favor

-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.

Puntos en contra

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.

Christopher C.
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

Clioed

Revisado el 31/8/2021

Puntos a favor

We choose it nearly a decade ago. They constantly evolve and have address issue proactively. With the new integration to QBO it is a product worthy of consideration.

Puntos en contra

To manage the growing firm we needed to use FasterSuite to address the docketing shortcomings of Clio.

Alternativas consideradas

CosmoLex y Actionstep

Razones para cambiar a Clio

Cosmo Lex has no integrations. Not even the ability for Clients to use a webform to onboard. We assessed Action steps. A seeming good product however, I understand, the integration with QBO is weak and lead to errors.
Diane R.
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.

Yadira C.
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 11-50 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 9.0 /10

Great app, easy to use

Revisado el 19/6/2021

I have been using Clio for over 5 years, I have seen how they have been updating to the moon. I...

I have been using Clio for over 5 years, I have seen how they have been updating to the moon. I like how easy your job can be using this software. You can have access to your case everywhere, including on your phone(the phone app works fine too). If you work with a time, I can imagine a better option to do it, you all can see every movement everyone did in a case, it is amazing

Puntos a favor

I like how intuitive can be the software, it is very easy to use, they are always updating the app with better features, they have a lot of integration with other software.

Puntos en contra

The customer service is a little complicated to contact. I have been trying to contact them and first, we can be in the phone for a while, second, they will not be able to help me on the first call, seems like the customer service it is not very familiar with the app. Thank god, I do no have to contact them often.

Mostrando 5 opiniones de 1.161 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+

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, 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.