Clio is a cloud-based legal practice management solution suitable for small and large law firms. The platform allows law firms and other companies in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments. If your company is looking for new case management software, the sheer number of options can be overwhelming. What makes this challenge even more difficult is that, at least 100,000 feet, many of the office management options are very similar and offer little in the way of a practical and prominent differentiator.
When you “extend your Clio Manage” with other cloud-based tools, such as Office 365 and QuickBooks Online, you'll have a team and technology platform that's truly independent of any physical location and office. That's a level of flexibility and strength that's worth its weight in gold. Clio Manage is especially suitable for law firms that rely on other cloud-based tools (such as Office 365, DocuSign, OneDrive, Dropbox, QuickBooks, and others). Clio is a cloud-based legal practice management solution that allows you to manage your law firm from anywhere.
You might not like it, but I think it's more modern and aesthetically pleasing than the competition, especially PC Law. Nowadays, you can't throw a stick without having to hit a dozen or more lawyer administration software products. Clio Manage is ideal for law firms that find alternative products that “try to do too much and prefer a focused, easy-to-use product that can get up and running quickly. The only type of law firms that I could see that didn't use Clio well were transaction-based practices with many documents (i.
Uptime Legal has helped hundreds of law firms make the transition to the cloud and optimize their technology.) The scope, features, and capabilities of any Legal Practice Management application vary from product to product. Independent law firms can also prioritize automating other administrative tasks to spend more time on billable tasks. So, having removed Aderant, PC Law, and Firm Central from the list, I did all the research on all the other available services that I hadn't heard of. The PC law is old: the only people I know who still use PCs are lawyers with more than 40 years of practice who are too caught up in their ways of trying anything else.
The Clio Law Firm Information Dashboard has clever charts and graphs that show how many billable hours your firm or each lawyer has worked, billed and collected. Compare this to PC Law and Aderant, which haven't had any notable updates (on the front-end) since I can remember, and you can be sure that Clio is at the forefront in terms of new features, quality of life changes, and user interface revolution. Successfully managing a small law firm means hiring the right people in the right roles, creating clear procedures, and developing a strong brand. In addition, with the Boutique plan, if you use Google products for your law firm, all your data is synchronized so that all of your contact emails and contact information magically appear in Clio in an orderly and organized way.