Amicus Attorney by CARET vs. Clio

Small to medium-sized law firms can greatly benefit from Amicus Attorney. It provides a central repository for all case management as well as calendaring between employees and their assistants. Document automation can also greatly save employee time (requires additional configuration and setup).

Incentivized

Clio is a wonderful practice management solution for small firms that do billable work. The Clio manage software is excellent for tracking your time at different rates, tracking matter budgets, and tracking expenses. Clio is also great for firms that want to implement and use tech in their offices. If clients are at least somewhat tech-savvy (have and know how to use email), they will also benefit and enjoy the implementation of Clio.

Incentivized

• It is very helpful with tracking our time and allows us to start a timer when working on a project to keep an accurate log.
• Since it is web-based, it can be used to log into email and contacts remotely, which I have found extremely helpful on several occasions.
• The phone messages are also very helpful. Amicus will populate the caller information with the caller's contact info (if stored on our system) and generates an automatic email to the individual for whom the call was intended.

Incentivized

• Timekeeping. All I have to do is open Clio in the morning and press the "start timekeeping" button if I am too lazy to type in a few words.
• Billing. The new interface is really easy to use.
• Calendar. I use two calendars for deadlines, etc. My G-Suites calendar and Clio.

Incentivized

• Subscription based only, formerly allowed "ownership" of software with annual maintenance agreement. Software has moved to a monthly subscription where one "leases" the software from the owner, Abacus.
• Software stability, can occasionally have server-level issues that require cycling of services in order to restore connectivity.
• Exchange calendar sync does not warn users that sync is not occurring. After updating Active Directory password, password needs updated in Amicus Attorney. Problem being, it does not remind / alert if the synchronization is not occurring.

Incentivized

• The billing screen is serviceable but unwieldy. It is hard to get your bills to look the way that you want in many cases.
• The document management process could stand some improvement. In order to manipulate a document, you have to download it, work on it, then re-upload the new version. I'd like a local client or a seamless way to edit and then automatically see the update taken into Clio.
• The task entry is good but not great. I'd like to see a way to have it integrate into my iPhone's reminders list.
• The quickbooks online sync has been a constant source of frustration for our bookkeeper, who has to monitor daily and hardly ever goes a day without an item failing to sync.

Incentivized

We have been able to streamline our task management and everyday office procedures by using Clio to its fullest potential. We have a hire client retention rate because we can easily keep track of leads and follow ups. Clio Draft is saving us time on drafting legal documents and correspondence espondence. Overall, we are able to save time and money on everything tasks

Incentivized

Clio is intuitive and easy to learn. Even new staff or attorneys with limited tech experience can quickly navigate through tasks, matters, billing, and calendars. This reduces training time and increases productivity, especially in a busy mid-sized law firm. Because it’s cloud-based, Clio can be accessed from any device, anywhere. Whether I am working in the office, at home, or in court, I have full access to my cases, documents, and time entries.

Incentivized

Rather than talk in generalities, I'll give two specific examples. First, after updating my OS, I got locked out of Clio. I was back in, up and running, with no loss of data, within an hour thanks to Clio customer support. Second, I made some specific recommendation for features that I thought would be useful. Those recommendations fell in a black hole, with the suggestion that I try a very buggy third party integration app. Clio is making lots of money from lawyers using its software. Why can't Clio create the integrations and test them if Clio is not willing to build them into its platform?

Incentivized

In the time that I have been with my firm, we have not used any other comparable software. As a result I can't compare it to anything else that is out there

Incentivized

Clio offers integrations such as Microsoft 365, Google Workspace, QuickBooks, Zoom, Dropbox, and more. This allows me to customize my tech stack to fit my specific needs. Clio’s mobile app is more feature-rich, offering time tracking, document access, calendaring, and even billing on the go. It’s ideal for attorneys who work remotely or travel frequently.

Incentivized

• In years past, Amicus was a great product with very good support
• The positive impact we get now is revenue from moving our clients to other platforms (away from Amicus)

Incentivized

• It has improved our ability to capture billable activities.
• It has increased our efficiency in regards to onboarding clients and getting retainers signed.
• The integrations with QuickBooks and other software platforms such as Mailchimp has allowed us to improve our marketing efforts and overall operations.

Incentivized