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Review of Clio

Christine MacDonald

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Overall Experience
Ease of Use
Customer Service
What does the software or service do well?
Nice calendar and I like the time tracking system. I like the quick bill option. It was challenging to customize my simply invoice.
What does the software or service not do well?
I am a sole practitioner - I find it expensive at $109 Canadian for a basic package. I was told it was about the same for each additional user ($69 per month per user) I would like to add (ie my 1 day a month bookkeeper and 1 day a month staff person). The CLIO to CLIO migration (I moved from one firm to start my own) was disappointing and in fact only 'matters' and 'contacts' were transferred after many unsuccessful attempts and edits in the CSV excel spreadsheets. Also, the most important aspect of any file ( ie the documents) do not transfer from CLIO account to another. We ended up having to share these via drop box. We saved the 'Notes' and 'Email' as pdf's which look horrible, but they are part of the file. When I spoke to CLIO they told me to save the file documents on a USB - so these are some things that CLIO does not do well. No accounting reports = no general ledger for simple Law Society reporting.
What do you wish you had known about the software or service before using?
That is was so expensive for my small start up practice ($109.00 CAD) and to get help from my support (Bookkeeper and admin) they must pay another $69.00 US per month each to log in. It does not track business expense side to operations - so CLIO does not reflect what is actually in my general operating account. Not many accountants/bookkeepers know of or use CLIO. CLIO is not compatible with SAGE which seems to be more popular with bookkeepers I have spoken with. The Law Society does not have the same information to support CLIO uss as it does with PC and ESI Law users.
Have you used a competitor to the software or service? If so, how does it compare?
I used PC law long ago - I was told they will be upgrading to Cloud based system in Canada next year. I was advised that the cost right now for PC Law per month for 5 law firm users is $39.00 CAD.