Clio

““When you take on a new client, they love to send you 30 emails with all the different documents. The client portal has been so much of a benefit because your inbox gets clogged with all this stuff that you then have to download and put into the file and try to categorize. Giving them access to the file to upload everything themselves just makes it so simple.””

““The attorneys are far flung in many different time zones, and Clio keeps everything synchronized. We use the tasks to assign work. Court Rules is very important—we can set everything up to make sure we’re not missing any deadlines.””

““The document management system was something that was very important to me. Moving everything into Clio’s legal document management system streamlined everything, especially once we got the Clio Desktop app, which has made things extraordinarily simple.””

““In the old days, when you went to trial you’d have to have an assistant pushing a cart with all the boxes of documents and everything. I tried a major murder case a couple of years ago with thousands of documents, and all I carried into the courtroom was a laptop and a mug of coffee—and I won. It’s a totally different experience, being able to operate in the cloud.””

““I have a multi-screen set up in the office. I have a vertical screen where I generally keep Clio open at all times, using it for pulling documents and working with files, but also to monitor what’s going on with other cases—the analytics on what our users are doing and how revenue is being allocated. It’s really the backbone of pretty much everything that we’re doing.””

““To make this thing work, you need an integrated, cloud-based practice management solution. This type of firm model wouldn’t work without a product like Clio. It is what law firms of the future are going to look like.””

““Really, what I was focusing on was something that would be scalable and would work for one user or 300 users. Clio was the platform that was clearly head and shoulders above the rest. It was something that fit perfectly with what I wanted to build.””

““We’ve been a Clio customer since the very beginning. In fact, we built the entire infrastructure of the firm on the Clio platform. There’s no physical office space—everybody’s working remote—and it’s been that way since the beginning.””

“Clio is really supporting us in the innovative community. That sold me—that piece of Clio really wanting to see us change with society, and change the system.”

“The one thing that I really trust with Clio is that it’s only going to get bigger and better,”

“Clio Grow lets us know if we’re getting the right leads, if they are the type of clients we want, and if they are actually converting to paying clients. Because if not, then things need to change, and they need to change quickly.”

“It shows that we have our act together—and that’s what people want, especially with such sensitive information.”

“It makes us look really good to consumers,”

“It makes the whole intake process so easy.”

“We use all of Clio—the reports, Clio Draft, the integrations with Dropbox, Google Drive, Outlook 365, Apptoto. All those integrations mean that we don’t have to duplicate our efforts … which would ordinarily be a huge time drain, and super expensive. It was stuff that I was hiring a virtual assistant to do that I don’t need to do anymore.”

“There were a lot of things that Clio Manage offered us that the other practice management systems can’t—or just can’t do well.”

“I definitely wouldn’t have been able to take the time out from my firm, managing my firm, to start a whole new company without Clio.”

““Clear communication, continuous improvements, and responsiveness are critical to our successful partnership with Clio. We’re excited about the integration of AI and see a strong future with Clio.””

““Don’t just take our word for it, all our reviews are genuine from actual clients. Our paralegals do all the paperwork in Clio, and you can see clients calling out our speed and professionalism. That’s because we have Clio: a software system that allows us to get things done quickly.””

““We love how easy it is to create questionnaires. Instead of wondering what information we need to collect, it’s telling us automatically. It’s so much easier than how we were collecting client information before. Our clients love it, it’s clear and super easy to fill out.””

““We show clients what they can expect from us so they understand our services and what the future looks like. Then, they fill out a questionnaire with personal information, and we use that to create documents, which autofill. That’s our entire process. It’s efficient and easy to use.””

““I feel strongly that everyone should have access to professional family law services. Clio’s suite of tools create efficiencies that make our approachable pricing model possible.””

““None of this would have been possible without our partnership with Clio and its high-level software. We have been able to cut drafting time by over 50% since automating.””

““If you’re looking to create an end-to-end experience, which I think a lot of businesses are looking to do, there’s just no comparison,” says Robert. “Nobody else can do what Clio does—and certainly not with the ease and price that Clio offers.””

““Because my data migrated so quickly, and I now had these form capabilities, it really jump-started my ability to begin using Clio productively within a matter of days. I was still convincing myself that it really was there. It was so much quicker than what I expected.””