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“We use a lot of custom fields. We’ve linked our Clio Grow intake forms so that whatever is put into those forms populates into the custom fields. A lot of the information we need for a file—certain dates, insurance information, personal information, accident details—is kept in those custom fields.”
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“Since I had free time and no money, I just learned everything I could on my own.”
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"Clio keeps our fast-moving law firm on the same page, no matter who is or isn't in the office."
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"Clio helped us have the capacity for growth. Our total billing per year has tripled in the last few years, but since switching to Clio, the time running those bills has been cut down drastically."
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“It’s much easier to advise people if you can visualize their setup and what they’re working with and what their staff is like.”
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“We still get excited when we get a new client in. The phone rings, somebody calls you for advice, and you can help them. If you can do great work for them, and they’re happy with it, at the end of the day, it’s all you. It’s great.”
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“There’s a whole directory of app integrations that we can use as our firm grows and scales. Even now, we are connected with Clio through our phone system, our trademark docketing system, and our calendaring system, so all the information that we use as a firm integrates into one platform …
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“That’s why we’re in this—to help our clients bring those therapies and life-saving cures to people in need.”
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“Now, 95% of clients come in with the intake form completed. We already know all the details of their case before they step through the door. We have a good idea of what their case looks like and how it’s going to go in the initial stages.”
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"Clio is a user-friendly and cost-effective law firm management tool ideal for the small firm. Whether utilized for document management, calendaring events, keeping time, accounting or client billing, Clio is the engine that makes our small firm run."
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“That’s one of the hardest things, you know when they won’t see the results from a case they do in a semester. I keep a record in the notes section for each case in Clio of which students worked on that case. When we do get a decision I can …
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“That’s the big thing I like about Clio. It’s all in one place — and those fields that I’ve created have been invaluable to my practice.”
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"Clio's greatest strength is its flexibility. I don’t just mean that it’s adaptable to a law firm’s own way of working (although it is), but rather that just about every aspect of Clio is flexible. From ease of use, functionality and adaptability, to multi-platform availability, access-from-anywhere cloud technology, and smartphone …
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“Clio File cuts the time to file a completed document from 10 minutes to just 1 minute.”
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"Clio provides document management, bank grade security, timekeeping, simplified billing, task scheduling and is 100% web based. This will be a true benefit to our members."