Clio

“We definitely couldn’t live without Clio’s document templates. We love it.”

“I can always see if I’ve sent or received an email about a case and quickly go reference it in Clio.”

“The fact that Clio’s calendar syncs with Google Calendar means I don’t have to input everything into Clio. It’s all there automatically.”

“Clio Grow has helped us keep track of calls. Without it, they would be tracked on a piece of paper somewhere. Sometimes, we’ll get a call, and we’ll want to investigate it, and if that person calls again and if someone picks up, they won’t know that someone already spoke with them. With Clio Grow, now we know that this person has called before, and that we didn’t sign them up for a particular reason, or that we are going to sign them up, and here’s why.”

“We deal with a lot of medical records and other files when negotiating settlements. When an adjuster or another attorney references something, rather than flipping through a paper file to try and pull that document, I can just go into Clio and know right where it is. I can pull it up and talk about the document pretty seamlessly.”

“The mobile app is great because I can see when a client texts me photos, and I can upload them right to the file from my phone.”

“I really like the interface of Clio. It’s easy to use and easy to learn. Some of the other softwares we looked at were like excel spreadsheets, and we couldn’t figure out where anything was. With Clio, many of the mundane tasks have been expedited, and it’s definitely sped up our caseload. It makes everything easier for us.”

“As General Manager, there are a lot of things that I oversee—from human resources, to facilities, to marketing technology—and in order to keep organized, be efficient, and be where I need to be, I have to use Clio. Everything that I do is in Clio. Clio is the only program that I typically use on a day-to-day basis here at the firm.”

“Clio contains the veins and arteries of our law firm. Our motto to our team is that ‘if it’s not in Clio, it didn’t happen.’ Documents are saved, tasks are assigned, communications are completed both internally and externally, deadlines are tracked, billing efficiency is improved, vital reports are generated, firm statistics are maintained, and more.”

“The transition will be tedious, but Clio tech support will be available to assist every step of the way. Investing in Clio will transform your practice and take it to the next level.”

“Switching to Clio was worth it! Anytime you make a change, there are going to be some hard decisions that have to be made. But in the end, once we got through the trenches and the technical things, migrating the data over—we brought over 40,000 client matters and contact information … That all takes time, it’s very technical—but once it was done, it was fantastic … Knowing now what I didn’t know then, I wish we would have done it before, because it has been a game-changer for our firm.”

“Conducting Clio billing saves us time. Our old system took two days and multiple software programs. With Clio, we are able to conduct billing from one program and it has cut our time billing down to half a day.”

“Our attorney staff has doubled since going to Clio, and our revenue has increased. It’s definitely much easier to train attorneys and folks are up to speed quicker, and therefore they’re billing much quicker. The revenue comes in much more quickly, and billing is more efficient.”

“Clio saves us an incredible amount of time. I would say our billing immediately jumped up 20%, just purely on the fact that Clio’s Time Tracking enabled us to enter time immediately … It goes straight to the time entry, right to the client, for a savings of time and a 20% increase in revenue. Every Thursday we bill 5,000 clients and bring in over $300,000 per week. Clio also allowed us to greatly reduce our hardware costs. I could change all of our computers tomorrow, and we wouldn’t skip a beat with Clio.”

“Before Clio, we just sent out a bill to everybody that had a balance every week, and that made billing so time consuming. But Clio is quicker. Not only in the fact that I can do current billing in four hours—everything I need to do, including my trust pull—but also because our Financial Controller can automate the outstanding invoices to clients. It has definitely sped up our tasks, and I think, yes, Clio has made a difference in our revenue.”

“Clio allows my team to be even more successful because of its real-time number tracking. First, Clio makes tracking time extremely simple. If it is easy to track time, it is easy to bill. Second, Clio’s Dashboard and Reports make identifying how attainable certain goals are completely instant.”

“Clio helps me stay organized and track my time accurately. I love the Clio sharing option, to share important documents with my clients. Clio is very user friendly … I caught on quickly, and I find it easy to teach others how to use Clio as well.”

“Clio allows me to be successful in my role by ensuring that assignments are never forgotten. In my career field, it is important that assignments for each file never fall behind. As a result, I appreciate the ability to see when tasks that I assign on each Clio file have been completed.”

“Conducting billing in Clio saves us time. Our old system took two days and multiple software programs; with Clio, we are able to conduct billing from one program, and it has cut our time billing down to half a day.”

“We used another practice management software for approximately 20 years before finally switching to Clio. Our biggest regret was that we did not make the change sooner … Investing in Clio will transform your practice and take it to the next level.”

“I know that our revenue and billable hours are going up. There are lots of things that Clio does that benefit us, especially in my role for billing and payments. And I think Clio makes it easier for our firm to grow and scale.”

“Clio streamlines our office. It’s the piece of the puzzle that helps us to fit together. Everybody uses Clio in a different way but Clio is the central component that connects all 20 of our locations and all of our employees.”

“Once we joined with Clio, it immediately put us all on the same page across multiple locations, and the results have been incredible. Clio turned us from a $4-million firm to a $15-million firm in four years.”

“As long as the work is done and I am doing it well, my clients are being served. They don’t even know all of the things that I’m doing in Clio. And that’s a good thing—it just all runs seamlessly.”

“Clio makes me look like a superstar with an amazing memory.”