“Finding that bug was actually a blessing in disguise, because I am so much happier with Clio.”
“The firm’s use of Clio allows for transparency and organization for the whole team and everything we do.”
“Before Clio Grow, I would pick up the phone and a potential client would want to do a consultation right away. I had to create the matter in Clio Manage while taking notes during the conversation. Being able to do all the intake and have it there already in Clio Grow—and having my engagement templates and fee letters ready—is so nice, because it really streamlines those processes.”
“Clio Payments makes the payment process easier, and it’s all in one place. On average, I usually see payments in about three business days. We’ve also been working this last year to reduce the amount of paper coming in and out of the office, especially checks.”
“With Clio, I can access case information, parties, notes, and docketing all in one place with a user-friendly interface. This helps me quickly find information to draft pleadings, understand the status of the case, manage tasks, review important upcoming deadlines, and track my billable time with ease. I am also able to set billable goals and see how I am progressing throughout the month and year towards that goal.”
“Clio allows me to accurately memorialize vital case information in an accessible and searchable medium.”
"When I decided to take my law practice full-time a friend referred me to Clio. My practice took off and I never looked back. It has everything I need to manage my practice in the office or on the go. The customized billing for each client makes sure I never have to lose a client or have a disputed bill. The trust account tracking is indispensable and the partnership with third parties such as Dropbox and Xero makes Clio my everything."
“We used Clio on the day we opened our doors and are still using it today, which gives us the unique ability to have all of the firm’s historical data—employees, contacts, matters, and billing information—in one place.”
"Clio has revolutionized the way I practice law. We've been able to grow significantly and take a much larger share of the market, and without the added efficiency and integration of Clio that never would have happened."
“I used to say to my clients you can pay by credit card or check. At this point I just say you can pay by credit card or eCheck—I don’t offer the check option unless they actually ask for it. And since I stopped offering them, no one has asked to pay by check.”
“With Clio, I’m getting paid. I’m able to stay in business, produce invoices, and get paid. I can have my assistant do it all. The system I was using before was so archaic. I couldn’t figure out their billing system. These other softwares are kind of a trap. But with Clio, you can actually get paid. You just hit the send now button. It’s the greatest thing in the world.”
"I have tried other practice-management "solutions" and none has come close to Clio's user-friendliness. Their customer support is the best I have ever experienced for any product or any company. As for the product, the ability to capture time alone has paid for the product many, many times over. I wish I had found Clio a decade ago."
“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.”
“Clio Grow and Clio Manage make work more pleasant because it makes our relationships with our clients more positive and constructive. They see how we operate, and they’re drawn to that kind of efficiency and effectiveness—they respected our time from the start.”
“Clio Grow just makes it so incredibly easy, and clients are really responsive to it. It’s very, very efficient. We get the email, we can look, and we can reach out immediately.”