Clio for Law Firms and Lawyers 4+

These days it’s pretty rare that new tech actually changes my day to day work in any meaningful way but the new Clio app has changed the way I work for the better! Especially for iPhone users it’s a whole new world. When I work remotely everything is faster. When I’m in the office, the ability to easily dictate notes has me turning to my phone out of convenience even with two monitors in front of me. Not only has it saved me time but it has also saved my paralegals time as I am not texting them from the road asking them to look up things for me. If I take a call on my way to hearing logging my activity takes just moments on this app instead of waiting till I got back to the office.

This new app represents one of those rare but wonderful examples of a company actually listening to their customers and redesigning with the customers needs and wants at the forefront.

(1) All reports are on client level. No matter report available. (2) No report by practice area. (3) Reports with useful info also provide bunch of unnecessary stuff you cannot filter out. You can hide columns but not filter- pointless. (4) all pmts processed in Clio are recorded to one and the same GL in QBO. No division by practice area. (5) reversals done in Clio are not reflected in QBO. Only deposits. If not careful you end up with duplicate deposits. (6) Hard Cost have to be entered in Clio and then again in QBO. (7) AR is migrated to CLIO as expense. Able to change it to fees in CLIO but payments received for those ARs won’t be reported as services in QBO. (have to reclassify manually... Fun) (8)Trust Reconciliation cannot be adjusted. have to void all and start all over. All trust in Clio. (9) unable to control online payments. Clio posts within 24hrs, even on a weekend, before you can even see it pending in the bank. Not able to set cut off time. Throw off daily deposits. (10) deposits are applied to individual time entries so reports that provide fees/cost breakdown are way too long and not easy on the eyes, including that in QBO.

Well I downloaded the app and just started playing around. I’m brand new to Clio and have only put one test matter in so I really have no clue how it all works yet, but in less than ten minutes I had a billing , a calendar event, a task, a message, reminders and alerts. The app is incredible.

The cloud based program and app I’m about to migrate from couldn’t hold a candle to Clio. And I’ve not scratched the surface yet! I’ve never been excited to go through the headache of a major software upgrade and data migration before, but I can’t wait till the staff and attorney figure out how great this all works. And fast page load speeds too!

I’m feeling very good about the decision to move the office to Clio.