![]() ![]() Once the practice area is selected, it should be able to only show areas that pertain to that practice area, reducing the errors of missing information or having the wrong information. Not all law firms only practice in one area, and it would be nice to have the ability to have a matter format for a practice area when that practice area is selected. I would like to see some enhancements that allow users to break from the same workflows and have logic and other efficiency tools for their practice. With the addition of Clio Portals, it makes it much easier to communicate with clients and keep everyone involved on the same page.Īfter the out-of-the-box implementation, there is not much to improve our workflows. I like that we can accept payments and it will automatically close out bills. Immediately, Clio made it easier to find cases and keep track of all the different matters. When we first started with Clio, all of our practice management was done via paper and handwritten. I liked that out of the box, it was very easy to implement and get started. It does seem like at times they will make a partial release but complete release or complete functionality can take a back seat. However, there are always making consistent and regular improvements. Some of their bigger improvements can take a lot of time. There reporting could use some work although they have made some improvements. If there is something you want to have done or want to automate Clio's open API makes it possible. Where there is a will there is a way and this API makes that possible. However, what really makes clio great is its easy to use Open API. ![]() If this software doesn't do something there is probably something else out there that will fill in the gaps. However, clio has numerous thrid party integrations. There is nothing that is going to do everything the way you want it and Clio is no different. There is no such thing as a perfect legal case management software. Kommentare: Clio has been great and this is likely the last case management software we will ever use. 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. We make do, of course, but this has been my complaint for some time now. 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. Really the only complaint I have about Clio is the reporting capabilities. And if you are into coding, you can always create a custom integration to suit your needs. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. Clio's support team is always quick to respond and is always friendly and helpful. ![]() 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 intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. ![]()
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