What I love about Clio is that it puts virtually everything our firm needs in one place, and it is a cloud-based system so I don't have to be at the office to access it. Clio integrates with a lot of other programs as well, so if we want or need to use other software it usually has the capability to work with Clio. We use the Clio for Gmail integration and are able to save all email communication directly to Clio, as well as syncing our contacts and our calendars.
Clio has all sorts of solutions for keeping track of your time, and their timers can be accessed from Gmail, the cell phone app, and anywhere within Clio. Time entries can be edited and/or duplicated and can be linked to individual employees or legal matters. You can also use Clio to keep track of client expenses.
Clio has a notes section for each matter and contact so there's no reason to use paper notes that get lost or forgotten. Clio also gives you the ability to make tasks and task lists for yourself and others. Each task for task list can also be tied to a matter, so it's easy to figure out what task you should be completing and for which client.
Clio gives you the ability to keep track of client and matter trust accounts, operating accounts, and all accounting that happens regarding a client or matter. This includes features like creating and sharing invoices and trust requests. We use Clio Payments as well, so everything really starts and ends with Clio. There are also several reports that can be run in Clio as well, and they are all fully customizable.
All in all, Clio is the hub of our legal practice.
My least favorite part about Clio is billing, but it is still very functional despite its shortcomings. I know that there are updates planned though, and until then, we still like the functionality enough that we have never considered other solutions.
Give Clio a chance! I cannot recommend it enough. For every "quirky" feature or feature that is lacking, there are 10 other features to make up for it. For everything that is offered with Clio, including excellent customer support, Clio is a steal!
Clio is awesome! We pretty much use Clio to solve ALL of our business problems. It's a centralized program that we use for all of our contacts, all of our billing, every legal matter, calendaring appointments for 6 staff members in two locations, tasks to be completed, timekeeping, reporting, and anything else you can think of! Clio really does make my life easier on a daily basis.