Clio is a cloud-based Law practice management systems. The software comes with a wide variety of intricate features and tools, which combine improve your management system. In this regard, the software comes with the capability to handle documents, billing, appointments, time tracking, reporting, and clients.
How It Works
The software is designed to induce an integrated approach to the management and handling of cases. To this end, the software comes with a wide variety of features that work together to improve the management of projects. Among the features that come with the software include the time tracking (with the ability to control multiple time trackers for different clients at the same time), document automation, high-quality billing, calendars, campaign tracker, trust accounting, and a mobile app to allow mobile productivity.
But perhaps the most important Clio feature is its ability to integrate with Fastcase” the legal research platform. This allows users to start a Clio time tracker whilst using Fastcase. Alternatively, users can launch Fastcase in Clio, thus seamlessly using both platforms.
The plethora of features makes this software appropriate for usage in a variety practice areas, including civil litigation law, bankruptcy law, criminal law, family law, elder law, business formation and compliance, and many others.
One Clio element that many of its users appreciate is its integration capability. The software is capable integrating some of the popular productivity tools around. Clients can integrate MS Office, Box, Xero, DropBox, Google’s productivity tools, and Quick Books Online. This improves the overall productivity.
Another useful feature that Clio has is the ability for clients to develop productivity reports. It thus allows clients to track the productivity of their lawyers whilst working on their cases.
One immediate drawback of using Clio, especially when new to the software is the cumbersome walk through of the program. Unlike other Law practice management software, Clio comes with very many features, some of which their uses are not always apparent to new users.
Additionally, the software does not have a robust accounting feature. Therefore, for accounting purposes, users must turn to third parties. However, the cloud-based software overcome with drawback by making it easy to integrate with third party accounting software in the form of Quick Books Online and Xero. The same case applies to its calendaring feature, where it is vastly easier to integrate and use the Google’s calendar than the native calendar.
In a nutshell, despite the several shortcomings that Clio has, the software does meet its goal of improving productivity, thus helping lawyers and law firms grow with ease. More importantly, it improves the communication between lawyers and their clients, thus improving the experience of clients.