Sobre Clio

Clio es el principal software de gestión de práctica para el sector del derecho. Con tecnología segura basada en la nube, Clio facilita el día a día de profesionales del derecho en todo el mundo con seguimiento intuitivo del tiempo, facturación, administración de material, aplicaciones móviles y más para simplificar cada tarea, desde la recepción del cliente hasta la factura.

Con Clio, las firmas de abogados de todos los tamaños manejan fácilmente las relaciones y los documentos de los clientes, simplifican la administración y la colaboración y optimizan las iniciativas de marketing. Con capacitación y asistencia de primera clase, los abogados pueden administrar sus actividades de forma segura desde cualquier lugar, en cualquier dispositivo y dedicar menos tiempo al trabajo de oficina y más tiempo en la práctica jurídica. Obtén más información en clio.com.

Dispositivos

Tamaño de la empresa

P M G

Disponible en los países siguientes

Estados Unidos, Canadá, Reino Unido

Idiomas admitidos

Inglés

Imágenes

With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance.
Robust invoice customization options give law firms the opportunity to put their branding front and center.
The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute.
The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home.
Clio calendar
Clio matter pipeline
Clio create new contact
Clio reports
Ver 9 más
Vídeo de Clio
Vídeo de Clio
Vídeo de Clio
Vídeo de Clio
Captura de pantalla de Clio: With the Matter Dashboard in Clio Manage, easily see critical matter details, billing information, and matter milestones at a glance. Captura de pantalla de Clio: Robust invoice customization options give law firms the opportunity to put their branding front and center. Captura de pantalla de Clio: The Clio Manage timekeeper allows busy legal professionals to capture every billable second and ensure they're never missing a minute. Captura de pantalla de Clio: The Clio Manage mobile app allows legal professionals to work on the go, wherever they are—whether at the courthouse, in the office, or at home. Captura de pantalla de Clio: Clio calendar Captura de pantalla de Clio: Clio matter pipeline Captura de pantalla de Clio: Clio create new contact Captura de pantalla de Clio: Clio reports

Funciones

Características totales de Clio: 47

  • API
  • Almacenamiento seguro de datos
  • Análisis financiero
  • Autenticación de dos factores
  • Automatización de documentos
  • Base de datos de clientes
  • Base de datos de contactos
  • Campos personalizables
  • Copia de seguridad automática
  • Creación de informes personalizables
  • Creación de informes y estadísticas
  • Datos en tiempo real
  • Elaboración de presupuestos de proyectos
  • Envío masivo
  • Espacio de trabajo colaborativo
  • Facturación
  • Facturación automatizada
  • Formularios personalizables
  • Gestión de calendarios
  • Gestión de casos
  • Gestión de facturas
  • Gestión de flujos de trabajo
  • Gestión de la conformidad
  • Gestión de la contabilidad
  • Importación y exportación de datos
  • Informes de síntesis
  • Integración contable
  • Integración de Microsoft Outlook
  • Integración de QuickBooks
  • Integración de correo electrónico
  • Integración de terceros
  • Modelos personalizables
  • Notificaciones automáticas
  • Notificaciones de correo electrónico
  • Pagos electrónicos
  • Panel de actividades
  • Portal de clientes
  • Procesamiento de facturas
  • Procesamiento de tarjetas de crédito
  • Registro de auditoría
  • Seguimiento de conversión
  • Seguimiento de gastos
  • Seguimiento de tareas
  • Seguimiento horas/gastos
  • Seguridad SSL
  • Temporizador
  • Varias divisas

Alternativas

KashFlow

4.2
#1 alternativa a Clio
KashFlow es un software de contabilidad y nóminas basado en la nube y diseñado específicamente para pequeñas empresas...

ScaleFactor

4.2
#2 alternativa a Clio
ScaleFactor es una plataforma inteligente de contabilidad y finanzas que proporciona a los propietarios de empresas,...

Fidesic

4.5
#3 alternativa a Clio
Fidesic es una plataforma inteligente de automatización de cuentas por pagar y por cobrar que ayuda a las pequeñas y...

QuickBooks Online

4.3
#4 alternativa a Clio
QuickBooks Online es una solución completa de contabilidad para pequeñas empresas que permite a los usuarios...

Opiniones

Calificación general

4.7 /5
(1147)
Relación calidad-precio
4.6/5
Funciones
4.5/5
Facilidad de uso
4.6/5
Asistencia al cliente
4.8/5

¿Ya tienes Clio?

¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.

¡Escribe una reseña!
Mostrando 5 opiniones de 1147
Stephen B.
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Fantastic Practice Management Solution

Revisado el 6/7/2019

Puntos a favor

Clio's intuitive design is easy to use for anyone from the tech savy to the "how do I turn this thing on" person. They are constantly adding features and functionality to the software solution making the administrative side of practicing law much easier and less time consuming. Clio's support team is always quick to respond and is always friendly and helpful. The growing list of integrations is definite plus and gives us the ability to extend the already great functionality to the next level. And if you are into coding, you can always create a custom integration to suit your needs.

Puntos en contra

Really the only complaint I have about Clio is the reporting capabilities. While it has some great canned reports within the interface, there is no ability to customize reports to massage out information that would be useful to my practice. We make do, of course, but this has been my complaint for some time now. Last time I checked there was a pay integration that allowed for more robust reporting but adding yet another subscription isn't appealing when it would be relatively easy for Clio to add this capability to their platform.

Patrick H.
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Clio, the best all purpose attorney software, bar none...

Revisado el 21/4/2020

Outstanding experience with something for everyone just depending on one's level of interest and...

Outstanding experience with something for everyone just depending on one's level of interest and need.

Puntos a favor

Functionality is nearly universal while specially and jusisdiction costomization is great.
Easy law firm branding and pre sale marketing is brilliant.
Support is outstanding and the Premium Support even better for speedy, live agent help.
Cost is reasonable and many available plans on their menu of options.
Clio grows nicely with solid feature burstsoften free to it's users.
Excellent and often updated/enlarged mobile App across all usual platforms: Appke, Android, Windows...
Superior online instant pay clientbinvoucing, and client trust account requests
The wide assortment of excellent and Rock solid 3rd party software affiliations is very impresdive.

Puntos en contra

I was fortunate to have free help migrating my existing, Timeslips database compiled over many years but it ain't quite so free today...Also, I'm still not a fan of the communications tools for clients and othes not subscribed to Clio.

Yunus P.
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Clio: the best on the market

Revisado el 25/1/2021

Very satisfied.

Very satisfied.

Puntos a favor

The software operates completely in a web browser. No cloud, no software to be installed on your desktop. If you have fast internet, you have fast attorney practice software, simply put. The visual layout is modern, visually appealing and easy to use. Clio is very customizable, and "works well with others" if have partnered with many great other platforms such as Lawpay, Quickbooks, and Zipwhip to name a few.

Puntos en contra

So far, nothing we least like about it Clio.

Dario D.
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

Initially very promising, but recently quickly deteriorating

Revisado el 12/11/2020

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1...

(Continued from above) so, the report may say $X, but one would have no idea whether that is for 1 day, 1 week, 1 month, 1 year, 10 years - you get the picture. I have been raising this issues for a long time now and was today told that it may never be fixed. This is but one example of a clear failure to even understand the topic and the issue at hand. Clio was not like this before, so I suspect that something has changed at the company. Perhaps critical people leaving (and I have noticed that some people have left), perhaps financial difficulties, perhaps something else.

Overall, if I was asked a year ago about Clio, I would wholeheartedly recommend it. Currently, it would only be prudent to recommend to avoid it, at least until the situation at Clio changes, if it does change.

Puntos a favor

Clio could be, and indeed was for a long time, a fairly good and overall well featured application. As with any application, it did not have everything covered, but was slowly improving and adding features. In other words, it was a decent application that was getting better.

Puntos en contra

As of few months ago, Clio, put simply, started going backwards, and fast. Features that existed for years and worked perfectly, were either intentionally removed or broken and no longer worked. The number of bugs has increased exponentially. I used to discover a bug once every few months in the past. These days, almost every day I have to report new bugs or follow up on the existing and unresolved ones. In the past, any reported issues were addressed and resolved quickly. Now, you still get emails in response, but the emails are more of the scripted/lip service type and most issues do not get resolved at all, including critical issues relating to basic features that used to work fine in the past.

As I am not an insider to Clio, I am not sure what the reason is, but from many recent interactions with Clio support and their answer, it seems to me that there is no one at Clio who has their hand on the pulse or any control over the "technical team" or the "development team". From responses I get, it sounds like the "developers" run the place and if they do not think that something is important, it will not get done or fixed. To give you a concrete example, an important financial report was working fine in the past and, as one would expect, it was showing the period to which the report relates. Some months ago, when "updating" that report to a "new" report, they removed the period of the report field, so, believe it or not, the report now does not show which period it relates to

Ginger P.
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Exceptional Value.

Revisado el 4/11/2020

Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever...

Exceptional, professional, easy to use, easy to learn. Simply far more wonderful than I ever expected.

Puntos a favor

The time and billing program is easy to use. Keeps you on track to bill clients timely, accurately reflects you day, unbilled time as well as billed time. Highly functional. Exceptional Customer Service. This is the best decision I made in years.

Puntos en contra

I do not have any Cons about the program. I wish I used it daily in the beginning of my learning curve.

Mostrando 5 opiniones de 1147 Todas las opiniones

Preguntas frecuentes sobre Clio

He aquí algunas preguntas frecuentes sobre Clio.

Clio ofrece los siguientes planes de precios:

  • A partir de: USD 39.00/mes
  • Modelo de precios: Suscripción
  • Prueba gratis: Disponible

No tenemos información sobre las características de Clio

Los clientes habituales de Clio son:

Empresas pequeñas, Empresas Grandes, Sin ánimo de lucro, Trabajadores autónomos, Empresas medianas

Clio admite los siguientes idiomas:

Inglés

Clio admite los siguientes dispositivos:

Android, iPhone, iPad

Clio se integra con las siguientes aplicaciones:

Chrometa, Cyfe, FactBox, InvoiceSherpa, Law Ruler, PieSync, Teamleader, Wishpond, Xero, Zapier

Clio ofrece las siguientes opciones de asistencia:

Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo

Categorías relacionadas

Ver todas las categorías de software encontradas para Clio.