Wer nutzt diese Software?

Juristen, die eine robuste Praxis-Management-Lösung suchen. Clio bietet verschiedene Preispläne und eine ganze Plattform von Werkzeugen, so dass Clio für Firmen jeder Größe oder Spezialitäten geeignet ist.


Durchschnittliche Bewertung

354 Bewertungen
  • 4.5 / 5
    Gesamt
  • 4.5 / 5
    Bedienkomfort
  • 4.5 / 5
    Kundenservice
  • 4.5 / 5
    Funktionen
  • 4.5 / 5
    Preis-Leistungs-Verhältnis

Produktdetails

  • Startpreis
    $39/Monat
  • Kostenlose Version
    Nein
  • Einsatz
    Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung
    Geschäftszeiten
    Online

Angaben zum Hersteller

  • Clio
  • http://www.clio.com/
  • Gegründet 2007

Über diese Software

Die besten Kanzleien nutzen Clio: Die Case-Management-Software, die pro Woche Anwälten und Juristen 8 Stunden spart. Mit intuitive Zeiterfassung, Rechnungsstellung, Fall-Management und vieles mehr, rationalisiert Clio alles, was Du tust, um Deine Praxis auszuführen, von Aufnahme bis zur Rechnungstellung. Clio ist Cloud-basiert, so dass Du sicher Deine Praxis verwalten kannst, von jedem Ort und auf jedem Gerät. Und mehr als 70 Rechts- und nicht-Rechts-Tools und Services integrieren direkt mit Clio. Probiere es kostenlos bei clio.com.


Clio Funktionen

  • Anwaltsvorschuss-Abrechnung
  • Dokumentenmanagement
  • Fall-Management
  • Kalenderverwaltung
  • Kostenverfolgung
  • Kundenaussagen
  • Verfolgen von Konten
  • Zeitverfolgung
  • Aufgabenmanagement
  • Erinnerungen
  • Fall-definierte Zeitmesser
  • Konfliktmanagement
  • Mehrere Büros
  • Mitarbeiter-Kalender
  • Regelbasierte Terminplanung
  • Statusverfolgung
  • Tracking der Beschwerde
  • Archivierung & Aufbewahrung
  • Dokument-Indexierung
  • Dokument-Tagging
  • Dokumentaufbau
  • Kollaboration
  • Versionskontrolle
  • Vertragsmanagement
  • Volltextsuche
  • Zugriffskontrollen
  • Abrechnung & Rechnungsstellung
  • Aufgabenmanagement
  • Bibliotheks-Management
  • Dokumentenmanagement
  • Dokumentenmanagement
  • E-Mail-Management
  • Fall & Kundenhistorie
  • Fall-Management
  • Finanzmanagement
  • Kalenderverwaltung
  • Konfliktmanagement
  • Kontaktmanagement
  • Kundenmanagement
  • Kundenportal
  • Personalmanagement
  • Treuhand-Buchhaltung
  • Vertragsmanagement
  • Zeitverfolgung
  • Abrechnungs-Management
  • Anwaltskanzleien
  • Aufgabenmanagement
  • Dokumentenmanagement
  • Dokumentenmanagement
  • Erkennungsverwaltung
  • Fall-Aufzeichnungen
  • Gerichtsverwaltung
  • Kalenderverwaltung
  • Kommunikations-Tracking
  • Konfliktmanagement
  • Konzerne
  • Kostenverfolgung
  • Kundenmanagement
  • Lohnzettel verwalten
  • Regierung
  • Treuhand-Buchhaltung
  • Zeitverfolgung
  • Abgrenzungskonto-Führung
  • Aktivitäts-Verfolgung
  • Belegmanagement
  • Buchungsübergreifende Buchung
  • Compliance Management
  • Gebührenermittlung & Buchung
  • Kundenaussagen
  • Scheckausstellung
  • Steuermanagement
  • Vermögensanlagen-Gewinn & Verlust-Berichterstattung

Clio Neueste Bewertungen

Automatisch übersetzt. Zeige Originalbewertung

I have been so impressed with Clio. There is so much it can do and the customer service is amazing.

5/5
Gesamt
4 / 5
Bedienkomfort
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

Kommentare: There are too many to mention. I was only looking for conflict management software and didn't know if I needed a case management software because I am a solo attorney that is just starting out. It turns out that Clio does so much more. The timer feature lets you track work on different matters and easily switch to a different matter when a phone rings or interruption happens. You don't lost time. The billing is clean, neat and easy. After that you can move on to so many other options -- document automation, cloud storage, phone logs, email logs, quick and easy email drop. I have been here less than a year and I wouldn't switch. I am so pleased with Clio and how it makes the business end of practicing so much easier.

Vorteile: What is best? There is so much. The Dashboard (to see instantly how the I am doing, and for each client so I can see how much time and billing has occurred on each matter and easily find the information I need); Time keeping, invoicing, secured email, email drop (to easily put emails into client matters in Clio and free up inbox space, ) and DOCUMENT TEMPLATES with Custom Fields -- I have automated my engagement letter, a basic client letter, will forms, POAs, etc. It saves so much time. To write a letter and not have to look up an address or block/copy it is so nice. You generate the document and edit to start typing the body right away. It requires work on the front end but in the end it is worth it. Also, the customer service being one click on a chat icon away is great. They are so friendly and talked me through invoicing each month for the first few months.

Nachteile: The customer service and training videos are great but sometimes it feels like an Easter egg hunt to find out what all it can do. I spent the first 8 months just keeping time and doing invoicing. I knew it did other things but wasn't sure what and how. Once I started digging around I have been amazed at what all I have found. It has saved so much time and made things for a solo attorney so much easier. I am sold.

Automatisch übersetzt. Zeige Originalbewertung

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

2/5
Gesamt
1 / 5
Bedienkomfort
2 / 5
Eigenschaften & Funktionalitäten
2 / 5
Kundenbetreuung
2 / 5
Preis-Leistungs-Verhältnis

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.