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
Clioとは？
Clioは5つ星のレビューを多く獲得している高評価の優れた弁護士業管理用ソフトウェアで、キャプテラで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。
Clioは、法律事務所をどこからでも安全に管理することのできるクラウドベースの弁護士業管理ソリューションです。
1つの中央システムで業務にアクセスし管理することができます。案件、連絡先、請求、支払いなど、必要なあらゆる情報が1か所にまとめられています。詳細については、ライブデモをご予約ください。
Clioの対象ユーザー
Clioにはさまざまな価格設定があり、インテークから請求書まで、クライアントジャーニーを網羅するツールセットを提供しています。そのため、あらゆる規模や領域の法律事務所に最適です。
Clioをご存知でしょうか？
別の人気製品との比較
Clio
Clioの他のおすすめ代替製品
Clioの評判・レビュー
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!
Very Happy
製品を使ってみた感想： My overall experience has been very positive. Compared to our last platform Clio is much more user friendly. Our attorneys have little to no problem using the system. The customer service has been quick and helpful. I think as Clio continues to develop the better it will be.
良いポイント:
Very easy to navigate. The resource center gives lots of information when you don't know how to do something. Very happy with how user friendly it is. The document management and use of docusign has been excellent
改善してほしい点:
Not being able to mark invoices as sent via USPS. Not all of our clients use email. Not being able to pay multiple invoices via the matter, and having to navigate to the billing page. On the billing page, not being able to search via the client/matter number. Only can search by name. Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. Less third party crossovers would be nice as well. I would like to see a more developed Clio for clients desktop app/website/portal. I think our clients would really utilize communicating with the attorney more through a portal then an app on the phone.
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.
Stonewalled by tech support.
製品を使ってみた感想： It can be slow in spite of our high-speed Internet, they changed the names of their pricing levels and then pushed his into a low pricing level so they don't have to provide us with certain product upgrades (the old switcheroo!), and tech-support stonewalls us.
良いポイント:
It's one of the more widely used software so if you're hiring new legal staff, they might have had some exposure to it. At times they can be responsive to requests make helpful changes to the product but mostly, you get stonewalled.
改善してほしい点:
Well, there are several things. We have to pay for an extra license for our bookkeeper to use the product and other software companies don't do that -it's a hidden cost. Necessary product upgrades take long with Clio and some functionality is lacking For example, Clio was far behind the competition to include an effective client portal (they started with one that was not user-friendly at all) and although they are making improvements with it, it's still is not up to par and its functionality compared to other case management software systems. We paid extra for use of their CRM called Clio Grow and its a primitive software compared to Salesforce, Hubs, monday sale CRM, pipedrive, etc. It lacks functionality like texting your potential clients. It only partially integrates with the case management portion of Clio. Worst of all, after setting up a document template in Clio Grow for client intake with our office (30 people), Clio restricted some of the functionality of that document making it even more awkward, to the point where it's unusable for us. It would've been simple to fix it and change the functionality back to the way it was just a few days ago but, I got stonewalled. No one's responding.
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.
