Clio

All the most crucial aspects of my workday are incorporated or linked in one central database. It makes it easy to track everything and invoice it all. Tech support is readily available, well-trained, patient and willing to take and submit suggestions to development.

I came from a mid-range practice management software and miss some of its features. The timer button should be red and blinking. I tend to leave it running when I get interrupted. I wish it had a spell check. I wish the app version was easier to navigate - it is hard to tell when a timer is running and how to find it to turn it off. Set up is intensive, as it would be with any practice management software. I wish some of the field names were customizable for professional fiduciaries. I wish some of the fields would default w/o having to fill them in. I wish there was more instruction on workflow when setting it up. I did not like the importing of my old data and undid it. The team was too quick and didn't fully understand my wishes or wasn't able to bring in just the data I was requesting. I wish the reporting was better than dumping to Excel.

Clio is easy to learn, has numerous helpful features for the firm and for clients, and it is reasonably priced.

The client portal could be significantly improved by allowing documents and bills to be sent even if they are not tied to a particular matter. It would also be helpful if, once documents are uploaded to the client's matters, they could be placed in the chronological or reverse chronological order, no matter the order the were uploaded. It would be helpful if initial trust requests could be sent via client portal; currently they may be sent only via email. The Apple Clio for Clients app also does not allow the user to turn the screen to "landscape" such that longer titles can be viewed in one screen. It relegates the iPhone user to portrait view only.