キャプテラ - 日本企業の最適な
ソフトウェア選びをサポートし18年
Clioとは
Clioは5つ星のレビューを多く獲得している弁護士業管理用ソフトウェアで、1,000件以上のレビューがある唯一の法務ソフトウェアです。
I love the notifications that offer support and training for new options and/or updates within Clio. I like being able to select certain calendars to see at one time or multiple at once if needed.
There is no restore your organizations work if a rogue employee deletes it or an accidental deletion without nefarious intentions.
レビューを絞り込む (1,672件)
The best option for our firm
CLIO for Efficiency
製品を使ってみた感想： Overall I see much more pros than cons. It is absolutely worth the money. I have been able to restructure certain areas of the firm to be more effective and our production has been going up annually since using CLIO.
良いポイント:
Ease of use, e-signing with ease, invoices can be unique to our firm with templates for each client, cleaning up others time entries are simple as admin, and it just overall makes my job more efficient and enjoyable.
改善してほしい点:
It needs work on adding my state laws and guidelines into the calendar. For example if I have a CT slip and fall case, it would be nice if the calendar prompted me to enter all my scheduling order dates, remind me when discovery is due per statute, etc… also an in office chat feature would be nice too! When we save emails from outlook the organization is not helpful for some attorneys and we cannot edit that. Also we need AI integrations!
Great case/client/firm management program
製品を使ってみた感想： great support team, educational and informative workshops and webinars, Good reports, easy case management
良いポイント:
Easy to learn, interfacing, Client / Matter management; client communication, calendaring, task setting
改善してほしい点:
The only thing is tat if you are entering a calendar event and don't pay attention to the time, it defaults to the time you are present in. But it just means you need to pay attention to what you are doing.
They believe they are too big to fail....
製品を使ってみた感想： When building out my initial matters (inputting my offline book of business), I made a typographical error. I deleted the matter and started over. That set off an entire comedy of errors. As with many case management software programs, Clio uses CLIENT numbers and MATTER numbers. The latter can be revised or overridden once entered by the user, but the former cannot. So, when I deleted the matter to start it over, I was able to revive the matter number, but the system automatically progressed to the next client number. The former client number disappeared into the ether. In the aggregate, this means multiple and inexplicable gaps in client numbers. I spent hours with Support both via chat and telephone, and apparently there is absolutely nothing that can be done--even by the highest powers that be at Clio--to right the client numbers and remove the obnoxious gaps. I proposed resetting the system to give a clean slate. That, too, is apparently beyond the technical capacity of the software developers and engineers at Clio. Thus you are apparently left stuck with your input errors in perpetuity. In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either too much for Clio to handle, or too piddly for them to care enough about to fix. If the former, that leads me to believe that the initial software design was itself outsourced and now static (cannot be easily changed in-house). If the latter, that leads me to conclude that Clio believes it is too big to fail that it can blow off its customers.
良いポイント:
Clio is always innovating, but they do not hesitate to pass along the cost for such innovation to the customer. There is a whole suite of "add-ons" to choose from. But it feels like nickel-and-diming users for features and enhancements. Imagine if Google or Microsoft charged a fee every time there was a software update. That is how it seems to work at Clio. Don't believe the advertised price. If you want a fully-functional practice management platform (i.e., Clio Manage + Clio Grow), the price is going to be closer to $200 per month. That does not include Drafting and Duo (AI).
改善してほしい点:
The machines are in control at Clio, not the humans. Certain functions, once entered and/or executed by the user, cannot be undone--even by the software developers and engineers. So you have to be triply trepidatious when entering data. If you get something wrong, your whole organizational scheme can fall into chaos. Support is outsourced, largely to India. When you call in, you get that call-center vibe, including and especially the "I'm sorry, sir, but..." mantra (the "I'm sorry routine"). They will not go the extra mile to problem-solve and come up with creative solutions to fix what is a very common issue. Clio is a captive sales scheme. They want you to invest time and money in a closed subscription-model ecosystem that, over time, will get more and more expensive--yet commensurately more difficult to disinvest from given all the time it takes to build your processes and workflows that will not be cross-compatible to other platforms. The lifetime investment in Clio will be huge. The company is based in Canada. They have no offices in the United States.
検討した類似製品：
Clio is a Must!
製品を使ってみた感想： I use it for everything. My phone call notes and client meetings. I print my notes for files to help staff know what I know. We only use Clio for task and case upkeep so all the information and status is in one place.
良いポイント:
Efficient for case management, designed for easy use and the most responsive team I’ve ever seen for management application.
改善してほしい点:
I would like to have more options for my calendar (more like a daytimer feel) with a calendar view that supports tasks management and notes.
solid will keep using
製品を使ってみた感想： Solid, i like it and will continue to use it.
良いポイント:
cloud docs and centrlaized note keeping.
改善してほしい点:
ai doesnt do what i want and mobile version doesnt have everything.
Great Legal Software!
製品を使ってみた感想： Overall, I have had an incredibly positive experience with Clio.
良いポイント:
client intake & document management system - billing tool is easily accessible and convenient for time tracking.
改善してほしい点:
Tasks and messaging can be more robust - limited reporting capabilities
Postive Review
製品を使ってみた感想： Overall, very user friendly and I'm sure there's more to learn.
良いポイント:
Easy to move around and find clients information.
改善してほしい点:
That manage and grow don't automatically sink.
Clio is easy to use and always evolving based off consumer needs.
製品を使ってみた感想： Clio is easy to use and always evolving based off consumer needs.
良いポイント:
Easy to use and understand. Quick access to resources for questions.
改善してほしい点:
Couldn't figure out how to upload more than one document at a time to our client portals.
Best Legal Service!
製品を使ってみた感想： Very positive! Very helpful!
良いポイント:
I like the ease of the user interface, especially in cataloging, finding, and documenting matters.
改善してほしい点:
That to open documents you must download them, but maybe they should automatically download.
Great Software But Hard to Use At First
製品を使ってみた感想： very helpful but at a cost and may require additional training to get started
良いポイント:
this practice management system is pretty robust overall for tracking and organizing docs
改善してほしい点:
It isnt the most user friendly and isnt the most cost effective for smaller firms and companies
Do yourself a favor: sign up with Clio! You will not regret it.
製品を使ってみた感想： We are never going back to other platforms. Other "attorney centric" solutions for document management, client relationship management, timekeeping and billing are LESS intuitive and MORE expensive.
良いポイント:
Clio is intuitive and provides excellent document management, client relationship management, timekeeping and billing all in one platform for a reasonable price with no long term commitments.
改善してほしい点:
On occasion Clio will have glitches - connectivity issues. When that happens, we're at a standstill. Fortunately, it doesn't occur often, and when it does it is short lived.
Superb law firm specific client service system
製品を使ってみた感想： Very good overall cloud base service for law firms
良いポイント:
Clio gets the job done. Document uploading, e-signing documents, and a client communication portal, you name it.
改善してほしい点:
Pricey service as you add more licenses within the firm.
Ford Miller & Blake PA
製品を使ってみた感想： Onboarding went great and any time I have a question or issue, it is promptly resolved.
良いポイント:
The ease of having everything in one place and the ability for clients to make timely payments, often the day they receive the invoice
改善してほしい点:
It would be nice to pass the credit card fees on to the client automatically when they make the payment
Clio Review from AWL
製品を使ってみた感想： The platforms, both Manage and Grow, are user friendly and I have had a great experience with the software. I like that there aren't rollout after rollout of changes. I enjoy updates and accept them but I like that it's not a weekly occurrence (like Quickbooks). I have recommended Clio to others and will continue to use Clio.
良いポイント:
Overall Clio is very user friendly. My clients who have commented on the use of Clio have had positive feedback as well. I like that there are training videos and customer service has been great the few times I've called. The integration with my Google Workspace and now having their own credit card processing fees is great too! This year I'm utilizing the Dashboard more, both on Manage and Grow and I do like how it works. It helps me stay productive.
改善してほしい点:
For sections I haven't used as much, I have difficulty finding my way back to them after stumbling upon them. I would like to be able to attach receipts for reimbursable expenses to client's invoices. I would like to be able to mark client matters and/or client invoices as mail only so I know when to print the invoices and mail them to clients.
Clio Is the Most Useful Database We have Used
製品を使ってみた感想： Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in customer service however has dampened my enthusiasm..
良いポイント:
Integration of payment, invoicing and CRM I used to love the customer service but now....NO
改善してほしい点:
Difficult to customize. Customer Service has gone from knowledgeable Canadian staff to foreign people not familiar with the program. You are often on your own to try to resolve questions - or make multiple queries.
Clioからの返信
昨年
Hi Erica. Thanks for sharing this valuable feedback. I can assure you that we take into account this information to continuously improve our products and services. I’m sorry you had an unsatisfactory experience with our customer success team. I can assure you that all of our customer service staff are trained in-house and have in-depth knowledge of all our products. While it may on occasion take more than one call to answer a question, please know that we are committed to resolving your queries as quickly as possible—and our team is available 24 hours a day, 5 days a week, via in-app chat, email, or phone should you need further assistance.
Easy Peasy
製品を使ってみた感想： We really have benefitted from our switch to Clio: we are able to track files better, share calendars better, and invoices don't get forgotten anymore.
良いポイント:
We love the invoicing the most - we are sure we have re-captured getting paid for many files we used to not be able to track and get paid for. Now we can send an invoice online and get paid online too. Making a bill is quick and easy, and our staff even thinks fun!
改善してほしい点:
We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to attach files to emails, so we didn't end up doing this. Also, when sending an email from Clio, I would prefer that it auto-saves it to the Clio file.
Couldn't Live Without Clio Manage and Clio Grow
製品を使ってみた感想： Excellent. I highly recommend Clio and it is worth the cost. I also appreciate the ongoing CLE opportunities, some of which are free.
良いポイント:
Clio helped me hit the ground running when I opened my solo practice. Nearly every feature is user intuitive, and I have already been delighted to see Clio continue to upgrade its services in the two years I have used them. I couldn't survive (i.e. stay organized) without all of its features, billing, document e-signature service, and access to its partner, Proof for service of process.
改善してほしい点:
Initially I was disappointed that Clio Grow and Clio Manage didn't "talk" to one another. I love Clio Grow to keep track of leads and potential clients, and I like the ability to transfer a file over to Clio Manage. I didn't like that they weren't truly in sync. However, Clio has worked to solve that pet peeve and is continuing to make improvements.
Get It. It's Literally A Lifesaver.
製品を使ってみた感想： Great! The people and the organization are great, and they're constantly giving as a company. They give you resources on accounting, technology, business building, client management, time management, everything you can think of to run a business as an attorney. There are SO many things you can do with Clio, I'm just scratching the surface. And they're still improving and adding more things on! It really is the best thing in the world for what you're paying. I 110% recommend Clio to any attorney in the world; it's the best thing since sliced bread, and it's truly a lifesaver.
良いポイント:
Easy to Use, Does literally everything I can want as an attorney. Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc). Very quick response time from their tech support, and most of the people are very nice and courteous even if they can't help you with what you want. The fact that they continuously update, make changes, and add features that we either wanted or didn't know we wanted until now, especially for such a low monthly price.
改善してほしい点:
The aesthetics of some of the features. Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite understand as a lay person haha), but these can likely be solved by talking to tech support. Some of the tech support people aren't that helpful, or will refer you to call their hotline so they can set up a Zoom call so you can share your screen and they can see the problem, which takes a whole lot longer than I would like. But generally they do solve the problem pretty easily.
Clio: Great for what you need
製品を使ってみた感想： Clio is a great, basic legal site that provides most of what you need. Very easy to use, the scheduling features are top-notch, and they have the best customer service I've ever seen. Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates.
良いポイント:
- Clean layout - Straight-forward interface - Friendly Customer Service
改善してほしい点:
- Basic Billing tab - Too many Eservice fees - Not enough features
Efficient and easy
製品を使ってみた感想： compact and easy to use, lots of features, but with it was easier to communicate with clients through it and colleagues within the firm
良いポイント:
Everything is in one place, and its easy to read.
改善してほしい点:
Mixnor bug fixes: sometimes when you go back on a page, it doesn't load. the calendar at the top with the "All Day" matters sometimes is forgetful; it doesn't scream "Urgency."
Clio is my friend
製品を使ってみた感想： The customer service and training are excellent
良いポイント:
Easy to learn and a lot of capabilities if you don't mind "add ons"
改善してほしい点:
Some of their solutions were a little unconventional, ie if an atty wants two different rates I was advised to change the rate case by case. I thought there should have been a better solution
Finn Law Group
製品を使ってみた感想： Overall, we love Clio and have it completely automated and integrated with other programs that we use. However, we had to use Zapier to automate the majority of it.
良いポイント:
We like the integrations and ease of use.
改善してほしい点:
Automation with the custom fields is lacking and we have to use secondary programming that still does not meet our needs. The reporting mechanisms could be better as well. We would also prefer some better integrations with Clio Grow and the inbox with the Quick Intake form.
Couldn't Practice Without It
製品を使ってみた感想： I've used Clio for years and couldn't operate my practice without it. As a solo it allows me to manage my firm without needing much extra admin assistance.
良いポイント:
I love how easy Clio makes it to do nearly all of my day-to-day practice management from invoicing to trust accounting. The calendaring / court rules and document automation is also great.
改善してほしい点:
I didn't love that they increased the processing fee for Clio Payments not very long after I signed up for it. They did agree to freeze the rate for a few months until it goes up, but I was disappointed they increased it in the first place.
I'm a Clio Lover
製品を使ってみた感想： It is the lifeblood of my practice. ClioCon and the community of users is unrivaled in the legal industry as a source of information and forward thinking.
良いポイント:
I love having everything in one place - not a bunch of extra integrations or connecting apps needed. I also love that Clio is constantly making improvements and listens to its users.
改善してほしい点:
The need to sync back and forth between Grow and Manage and the appt booking does not constistently stay up to date with my calendar.
Mission-critical software
製品を使ってみた感想： Ever-evolving and responsive. It the software at the heart of our practice.
良いポイント:
Ease of use and integration with other apps
改善してほしい点:
Clio Grow scheduling functionality and workflows are not refined enough to be helpful to the way I work.
