Aderant Expert Sierra vs. Clio

• Provides an interface with NextChapter Bankruptcy.
• Provides an interface with the forms on our website and landing pages to allow for easy transmission of potential clients into our Clio system from these sources with little human intervention.
• Its billing, invoicing and payment integration makes the billing cycle for clients easier.

Incentivized

Independently Invited by TrustRadius

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• Document management. It's still far easier for me to create Word templates and just use Word.
• Centralized filing of client files. Like I said, I use Word. I work on a Mac and use Mac's tag structure. Clio should find a way to gather all files that have a certain tag and allow me to access them through Clio. Instead, I use Hazel and DropBox.
• Case planning and budgeting. I use OmniFocus for project management, a self-created Excel spreadsheet for project budgeting and a cloud-based service for Gantt charts. How hard would it be to add robust project management tools to Clio?
• Search feature for stored documents and information. Evernote has Clio beat hands-down, but I don't put client-sensitive information (only caselaw) on Evernote.
• Case notes. This feature may be useful for high-volume practices, but I never use it.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

When I contact them, I am told that the person who can help me cannot be reached but that I should call back. When I call, I cannot get ahold of anyone who can help. Sales/support does not respond to my emails. Maybe if you are part of a large firm they treat you differently.

We did not use any other practice management software, but I did evaluate Rocket Matter as a potential alternative. Rocket Matter does not have the same robust intake software that Clio Grow does and therefore it was not even a plausible alternative for us to implement. Clio is constantly updating and evolving based on feedback from users and that makes it the kind of program that can grow with your business needs.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Hard to judge ROI, but it saves us money compared to our old server based system (ProLaw)
• More accessible from more places. I was able to continue working during a two week trip to the beach.
• The Client Portal (Clio Connect) is a positive way to send clients document securely, avoids the forwarded email / forwarded attachment problem.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info