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

Top 5 alternatieven voor Clio

Apparaten

Bedrijfsgrootte

K M G

Markten

Australië, Canada, Verenigd Koninkrijk, Verenigde Staten

Ondersteunde talen

Engels

Prijzen vanaf:

US$ 39,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Top 5 alternatieven voor Clio

Afbeeldingen

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Functies

Totaal aantal functies van Clio: 76

  • API
  • Aanpasbare formulieren
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Activiteitendashboard
  • Administratie
  • Archiveren en retentie
  • Audittrail
  • Authenticatie in twee stappen
  • Automatische back-up
  • Beheer van juridische zaken
  • Beheer van ontvangstbewijzen
  • Belastingbeheer
  • Beveiligde gegevensopslag
  • Boeken in verschillende grootboeken
  • Boekhouding op transactiebasis
  • Boekhouding voor activa
  • CRM
  • Casusbeheer
  • Casusnotities
  • Compliancebeheer
  • Conflictbeheer
  • Contactendatabase
  • Contract- en licentiebeheer
  • Conversies bijhouden
  • Documentautomatisering
  • Documentbeheer
  • Documenten genereren
  • Documentenclassificatie
  • E-mailbeheer
  • Elektronische betalingen
  • Elektronische handtekening
  • Factureren
  • Factuurbeheer
  • Factuurverwerking
  • Financiële analyse
  • Gegevens importeren en exporteren
  • Gevalsgedefinieerde tijdmeters
  • Herinneringen
  • Integratie in de administratie
  • Integraties van derden
  • Kalenderbeheer
  • Klantenbeheer
  • Klantendatabase
  • Klantenportal
  • Klantenverhalen
  • Massaverzending
  • Meerdere valuta's
  • Microsoft Outlook-integratie
  • Multilocatie
  • Onkosten bijhouden
  • Overzichtsrapporten
  • Personeelskalender
  • Projectadministratie
  • QuickBooks-integratie
  • Rapportage en statistieken
  • Realtime gegevens
  • Registerbeheer
  • SSL-beveiliging
  • Samenwerkingstools
  • Status bijhouden
  • Taakbeheer
  • Taakvoortgang bijhouden
  • Tijd bijhouden
  • Tijd en onkosten bijhouden
  • Timer
  • Uitschrijven van cheques
  • Versiebheer
  • Vertrouwensadministratie
  • Verwerking van creditcards
  • Voltooiing bijhouden
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zoeken in gehele tekst

Alternatieven

CaseLoad

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

CosmoLex

4,7
#2 alternatief voor Clio
CosmoLex is een cloudgebaseerd alles-in-één systeem voor praktijkbeheer, facturering en boekhouding (geen QuickBooks...

Rocket Matter

4,4
#3 alternatief voor Clio
Rocket Matter is de toonaangevende cloudgebaseerde software voor het beheer van advocatenkantoren die je helpt een...

Zola Suite

4,6
#4 alternatief voor Clio
Ontdek waarom Zola de snelst groeiende software voor praktijkbeheer is. Toonaangevende functies zoals gepatenteerd...

Reviews

Totaalscore

4,7 /5
(1.156)
Prijs-kwaliteitverhouding
4,6/5
Functies
4,5/5
Gebruiksgemak
4,6/5
Klantenondersteuning
4,8/5

Heb je Clio al?

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

Schrijf een review!
5 van 1.156 worden weergegeven
Stephen B.
Totaalscore
  • Sector: Juridische dienstverlening
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

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

Fantastic Practice Management Solution

Beoordeeld op 6/7/2019

Pluspunten

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.

Minpunten

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.
Totaalscore
  • Sector: Juridische dienstverlening
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

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

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

Beoordeeld op 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.

Pluspunten

-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.

Minpunten

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.

Yadira C.
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 9.0 /10

Great app, easy to use

Beoordeeld op 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

Pluspunten

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.

Minpunten

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.

Diane R.
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 1.0 /10

There has to be something better; going downhill for solos

Beoordeeld op 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.

Pluspunten

Web based program and cost.

Minpunten

Rigid, time consuming process. So many things don't work and the process of finding a work around is cumbersome.

Phillip M.
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

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

Clio is the Future

Beoordeeld op 20/5/2021

Allowing us to grow and manage the business with much more efficacy. Allows staff to work remotely...

Allowing us to grow and manage the business with much more efficacy. Allows staff to work remotely when required which is amazing for morale.

Pluspunten

Perfect for post-COVID realities. Critical for surviving in the modern world and changing legal landscape

Minpunten

Some of the integrations have a few hiccups, but their support is exceptional and an absolute pleasure to work with

5 van 1.156 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+

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, Lexicata, Microsoft 365, NetDocuments, PayPal, QuickBooks Online Advanced, Quickbooks Online, 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.