Over Clio

Clio is de toonaangevende cloudgebaseerde software voor de juridische sector. Clio vergemakkelijkt de dagelijkse activiteiten van juridische professionals van over de hele wereld met intuïtieve tijdregistratie, facturering, materiebeheer, mobiele apps en meer, voor het stroomlijnen van elke taak, van intake tot factuur. Met Clio Manage, de populairste software voor juridisch praktijkbeheer ter wereld, en Clio Grow, een juridisch CRM-platform waarmee je je klantenrelaties beter kunt beheren, biedt de Clio Suite alles wat je nodig hebt om je bedrijf te runnen, te beheren en te laten groeien.

Clio Manage: focus op factureerbaar werk. Laat Clio omslachtige taken automatiseren, workflows optimaliseren en zaken organiseren, zodat je betere klantervaringen kunt bieden.

Neem snel goed gefundeerde zakelijke beslissingen. Werk volgens de wettelijke normen. Bewaar de essentiële informatie van je bedrijf op één centrale, beveiligde en actuele plek, waar je altijd en overal toegang toe hebt.

Clio Grow: krachtige klantenintake voor advocatenkantoren, eenvoudig gemaakt. Het complete platform voor klantenintake en klantrelatiebeheer (CRM) dat de processen, organisatie en groei van het advocatenkantoor stroomlijnt.

Meer informatie op clio.com

Prijzen vanaf:

US$ 39,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Klanten

  • Freelancers
  • Kleine bedrijven (2-50)
  • Middelgrote bedrijven (51-500)
  • Grote ondernemingen (500 en meer)

Implementatie

  • Cloudgebaseerd
  • On-premise

Markten

Australië, België, Canada, Ierland, Luxemburg en nog 4 andere

Ondersteunde talen

Engels

Prijzen vanaf:

US$ 39,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Afbeeldingen

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Functies

Totaal aantal functies van Clio: 109

  • API
  • Aanpasbare branding
  • Aanpasbare facturen
  • Aanpasbare formulieren
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Activiteitendashboard
  • Administratie
  • Archiveren en retentie
  • Audittrail
  • Authenticatie in twee stappen
  • Automatische back-up
  • Automatische facturering
  • Bankroetbeheer
  • Beheer van factuurtarieven
  • Beheer van juridische zaken
  • Beheer van ontvangstbewijzen
  • Beheer van verkooppipeline
  • Belastingbeheer
  • Belastingberekening
  • Bestanden delen
  • Bestandsbeheer
  • Betalingen verwerken
  • Beveiligde gegevensopslag
  • Boeken in verschillende grootboeken
  • Boekhouding op transactiebasis
  • Boekhouding voor activa
  • CRM
  • Casusbeheer
  • Casusnotities
  • Communicatiebeheer
  • Compliancebeheer
  • Conflictbeheer
  • Contactenbeheer
  • Contactendatabase
  • Contract- en licentiebeheer
  • Documentautomatisering
  • Documentbeheer
  • Documenten capture
  • Documenten controleren
  • Documenten genereren
  • Documenten opslaan
  • Documentenclassificatie
  • Documentsjablonen
  • Dossierbeheer
  • E-mailbeheer
  • Elektronische betalingen
  • Elektronische handtekening
  • Factureerbare items bijhouden
  • Facturen opstellen
  • Factureren
  • Facturering op terugkerende basis en op abonnementbasis
  • Factuurbeheer
  • Factuurgeschiedenis
  • Factuurverwerking
  • Formulierbeheer
  • Gegevens importeren en exporteren
  • Grootboek
  • Herinneringen
  • Integratie in de administratie
  • Integraties van derden
  • Interactie bijhouden
  • Kalenderbeheer
  • Kalendersynchronisatie
  • Klantenbeheer
  • Klantendatabase
  • Klantenportal
  • Klantenverhalen
  • Leads beheren
  • Meerdere valuta's
  • Microsoft Outlook-integratie
  • Mobiele betalingen
  • Multilocatie
  • Onkosten bijhouden
  • Online facturering
  • Personeelskalender
  • Planning op basis van rechtbankregels
  • QuickBooks-integratie
  • Rapportage en analyse
  • Rapportage en statistieken
  • Realtime gegevens
  • Realtime rapportage
  • Registerbeheer
  • SSL-beveiliging
  • Samenwerkingstools
  • Status bijhouden
  • Taakbeheer
  • Taakplanning
  • Taakvoortgang bijhouden
  • Termijnbewaking
  • Tijd bijhouden
  • Tijd en onkosten bijhouden
  • Timer
  • Toegangsopties/machtigingen
  • Uitschrijven van cheques
  • Versiebheer
  • Vertrouwensadministratie
  • Verwerking van creditcards
  • Voor advocaten
  • Voor familierecht
  • Voor iPad-apparaten
  • Voor juridische deskundigen
  • Voor start-ups
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zoeken in gehele tekst
  • Zoeken/filteren

Alternatieven

Uptime Cloud Monitoring

4,7
#1 alternatief voor Clio
Uptime.com bewaakt de beschikbaarheid en prestaties van je website met intervallen van één minuut op zes verschillende...

CaseFox

4,5
#2 alternatief voor Clio
CaseFox is webgebaseerde software voor urenregistratie, juridische facturering, trustboekhouding, agendaplanning en...

CARET Legal

4,5
#3 alternatief voor Clio
Ontdek waarom Zola de snelst groeiende software voor praktijkbeheer is. Toonaangevende functies zoals gepatenteerd...

Actionstep

4,3
#4 alternatief voor Clio
Actionstep is een populair cloudgebaseerd beheersysteem voor advocatenkantoren dat is gebaseerd op automatisering. Het...

Reviews

Totaalscore

4,7 /5
(1.598)
Prijs-kwaliteitverhouding
4,6/5
Functies
4,5/5
Gebruiksgemak
4,6/5
Klantenondersteuning
4,7/5

Heb je Clio al?

Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

5 van 1.598 reviews worden weergegeven
J.P.
J.P.
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Clio is the best option for a solo or small firm law practice

Beoordeeld op 4/11/2019

After 3 years, I am still working at discarding habits and practices built up over 25 years as a...

After 3 years, I am still working at discarding habits and practices built up over 25 years as a practicing attorney to better incorporate Clio's feature into my daily work flow. One of Clio's driving philosophy's is to make lawyers more productive with their time, and make lawyers services more accessible to persons that need legal advice. Clio's focus on providing multiple access points, including mobile apps designed from the ground up with these two goals in mind, will pay off for both Clio and my practice in the long run.

Pluspunten

The Clio platform is not intended to be a closed, proprietary system. Instead, it forms the foundation for the day to day management of leads, clients, time, documents, and billing, supplemented by almost 200 third party integrations, with new offerings coming on line each month. Clio offers unlimited cloud storage and IOS/Android apps making all of your firm information, clients, and documents available 24/7. Clio continues to innovate and as the leading provider to small/medium law firms throughout the world, I don't worry about whether they will be in business a few years from now. Finally, all, yes all, of your data saved in Clio is easily exportable should you decide to change to a different vendor.

Minpunten

Clio's growth means that feature changes must be more fully vetted as they are used by more than 150,000 legal professionals. As they broaden their perspective to encompass larger firms, the pace of change may continue to be more deliberate. The movement and management of files without a third party integration, such as FasterLaw, is cumbersome. Clio's own integrations with Office365 for emails and calendaring remain a work in progress.

Overwogen alternatieven

CosmoLex en Rocket Matter

Redenen om voor Clio te kiezen

At the time I decided to look at alternatives, in 2017, the product was getting worse, not better.

Redenen om over te stappen op Clio

Largest user base and least likely to get assimilated or go out of business, forcing another vendor change.
Erica
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 7.0 /10

Clio Is the Most Useful Database We have Used

Beoordeeld op 23/1/2024

Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in...

Overall Clio was a vast improvement to our previous programs (Tabs 3 and Abacus). The change in customer service however has dampened my enthusiasm..

Pluspunten

Integration of payment, invoicing and CRM

I used to love the customer service but now....NO

Minpunten

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.

Antwoord van Clio

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.

Lee
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 0.0 /10

I shouldn't have to call support every time I use a feature of the product.

Beoordeeld op 11/8/2017

Once started I was committed to use it until I have time to find a better alternative. Capterra.com...

Once started I was committed to use it until I have time to find a better alternative. Capterra.com was the primary tool I used to find Clio. I have concerns that the positive reviews are all fake.

Pluspunten

Clio has the features I needed. I was fooled by the initial trial into thinking it would be a good fit for my firm. What use is a feature that is so complicated to find, use, and enable that I have to call support or Google how to make it work.

Minpunten

Nothing is intuitive, at first it seems like everything is going to work. Clio has all the features I wanted, or at least it seemed like it did. Once I used it for more than just the trial period, using it to manage my trust account, client billing, client communication, it just does not work. After using it for any length of time, the navigation gets tiresome and then frustrating. At every turn I find myself having to Google how to make it work. Sharing a document with a client requires several steps including typing in the client's contact info; instead of just clicking a button for share. Now my client can't enter a partial payment. What the heck? Prior to becoming an attorney I was a software engineer; I would have been embarrassed to put my name on such a product.

Frankly, I don't trust the myriad of positive reviews for this product, they can't be true.

Antwoord van Clio

Hi Lee,

First of all, I wanted to thank you for taking the time to share your honest feedback with us. Hearing from our less-than-satisfied customers helps us determine what the best course of action is when improving our product.

I wanted to let you know that in a little over a month we'll be launching the first ground-up redesign of Clio in the 8 years since launch. The redesign will aim to improve customer experience and app navigation as a whole, and introduce a design built almost entirely off of our customer feedback.

Lastly, I wanted to assure you that all the reviews on this site are 100% accurate and come from real customers (such as yourself). Every customer's experience using Clio is bound to be different, but we encourage our customers to share honest and open feedback with us at every turn so that we can continue to evolve the world's most popular practice management software.

Thanks again for your feedback!

Derek Bolen
Clio Community Manager

Sana
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Clio Review

Beoordeeld op 12/12/2023

Very positive and I would highly recommend. I use Grow and Manage and would never change to...

Very positive and I would highly recommend. I use Grow and Manage and would never change to anything else now because these platforms are customisable, easy to use and very comprehensive. I have previously used other platforms and systems but Clio is by far the best on ever my level. Customer support and service is also great.

Pluspunten

It’s easy to use and covers everything I need it to do. From letter/document creation to billing and invoices. Everything is centralised in one place for accurate record and ease of access.

Minpunten

It’s very time intensive to set up all the features in the manner you need the system to function to align with your business and there’s not really a guided process for this which would be helpful as some of the set up features can be tricky. It would be helpful to be assigned someone when you first sign up and for them to help you actually set things up the way you need them to be. I also can’t link my emails to Clio as my email:outlook was purchased through a third part (Go Daddy) but I was not aware this was going to be a problem so it would have been helpful if that that was clarified from the outset when I first spoke to Clio so I would have known.

Overwogen alternatieven

Actionstep

Redenen om voor Clio te kiezen

LEAP had terrible customer service and although I had used them previously when I was employed, using them now as a firm manager, the customer relations and care was horrendous. Once they have you signed up they couldn’t care less about you and it was a nightmare dealing with them.

Overgestapt van

LEAP

Redenen om over te stappen op Clio

Clio was practicle, affordable and comprehensive. It has everything I need for my firm currently as a start up business as has the ability to grow as my business grows with all the in built features.
Taj
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Review from a Sole Practitioner

Beoordeeld op 12/12/2023

Pluspunten

It is user-friendly and helps me manage all the essential aspects of my law practice such as time tracking, billing, invoicing and file management. As a sole practitioner, Clio has been invaluable in saving me time on administrative tasks and allowing me to focus more on growing my practice.

Minpunten

There is nothing that I didn’t like, all the components have made my life easier!

Overwogen alternatieven

PracticePanther Legal Software

Redenen om voor Clio te kiezen

ESILAW 360 is not user-friendly and they provide minimal customer support.

Redenen om over te stappen op Clio

Clio had a great customer support team that helped with on boarding and answered all of my questions and concerns.
5 van 1.598 worden weergegeven Lees alle reviews

Clio - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Clio.

Clio kent de volgende prijsmodellen:

  • Vanaf: US$ 39,00/maand
  • Prijsmodel: Abonnement
  • Gratis proef: Beschikbaar

Clio heeft de volgende typische klanten:

Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

Clio ondersteunt de volgende talen:

Engels

Clio ondersteunt de volgende apparaten:

Android (mobiel), iPhone (mobiel), iPad (mobiel)

Clio kan worden geïntegreerd met de volgende toepassingen:

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

Clio biedt de volgende ondersteuningsopties:

E-mail/helpdesk, Kennisbank, Telefonische ondersteuning, 24/7 (contact met medewerker), Chatten

Gerelateerde categorieën

Bekijk alle softwarecategorieën die gevonden zijn voor Clio.