Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.
$49
per user/per month
OneAdvanced Legal
Score 8.8 out of 10
N/A
ALB is a comprehensive UK Legal Practice Case Management solution that integrates all law firm processes into one system, including legal accounting, document management, time recording and client / matter management. The vendor states that their system is used by 700+ UK legal firms, and 68 per cent of them reported that ALB helps their fee earners save time every single day. They further state their customers gain real benefits in improved efficiencies, better management, consistent customer…
N/A
Pricing
Clio
OneAdvanced Legal
Editions & Modules
EasyStart
$49
per user/per month
Clio Grow
$59
per user/per month
Essentials
$89
per month per user
Advanced
$129
per month per user
Complete
$159
per month per user
No answers on this topic
Offerings
Pricing Offerings
Clio
OneAdvanced Legal
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
$83 per user, per month
Additional Details
All pricing tiers have a 7-day free trial. Discount available for annual pricing.
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.
It has all you need built in right out of the box with all the core features you'd expect; Client Matter Inception process, Time Recording, Diary, Customisable Workflow modules, Billing, etc. Then there's all the extra modules which other products don't necessarily have; Wills and Deeds databases, Purchase Ledger (Accounts and Cashiers love everything to do with the accounts side), Laserform Integration, pdfDocs integration, OverVu integration for easy reporting.
Inevitably there will be compromises as with any piece of software. Especially one that covers off so many angles. The development tools could be stronger, the way addresses are handled seems to me to be overly complex. Having said that though, the software's primary purpose is to help Fee Earners and support staff provide services to clients and it does this admirably. You can't expect Visual Studio. I've seen users make a mess of the simplest of address databases with strong training provided so it might not be to my taste but I imagine they didn't develop it for fun.
My biggest gripe with the software is that some errors look severe. Other software would trap them in a more gentle manner. However, users quickly adjust to this and Advanced do some very clear monitoring to reduce them as the product mores forward.
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.
At times the dashboard and User Experience and User Interface do not follow a logical pathway. It can be confusing at times, but not extremely detrimental.
The client portal has also experienced some issues with the User interface and user experience functions as well.
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
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.
The usability is slightly above average. The all-in-one approach has been great and useful, but some of the functionality and user experience and user interface issues can affect usability. Some might be nitpicky, but not following logical pathways or ones that may pose issues for those that have disabilities can really create issues.
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?
The support, if we are talking about technical support with the product itself when issues arise, is average. It's not terrible, but not great either. It is average and what you might expect. Some issues are delayed in getting responses and we constantly have to be upgrading to higher tiers or developers. Some responses are quick though. Response time could be improved, much like other organizations.
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.
ALB Legal Software is a more efficient product than MyCase and PracticePanther mostly for the integration it allows and the "all in one" approach that it takes. It takes several different areas and functions of legal practice and puts in one platform eliminating the need to leverage 2-3 platforms sometimes i.e. timekeeping, document management, mobile access, client portal, etc. Keeping it under one roof helps.
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.
