Clio for Law Firms and Lawyers

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I thought during the beta process this was a promising upgrade to the old app. ultimatley a complete failure... REMOVING CONTACT AND MATTER CREATION AND EDITING? SERIOUSLY? this is fundamental to this app. and I can’t do it.. and to not include Siri shortcut integration or slide over on the iPad is a complete miss. I haven’t gotten further into it, because it just is not productive... and no access if no internet? really? do you realize we use these devices at client’s houses or office, where we do not always have cell service, or access to WiFi? can’t view invoices? why? just don’t feel like that might be handy while sitting in a client’s office?

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.

A month ago I submitted to the support team a comment concerning the adding and editing of contact information in the newest version of the app. Not only did they follow up by email to gather more information, but they informed me of plans to provide much of the functionality that I requested. As of now, the app allows me to add and update contact information on the fly so that I am able to be more efficient and effective can avoid the necessity of taking notes that can be lost.

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I was not a huge fan of the old app however the new app is wayyyyy worse. The calendar doesn’t work well unless you’re on the internet. Many of the courtroom that I’m in do not have internet or good cell service and so it’s become difficult to check my existing calendar when scheduling new dates. Overall The functional is not very user friendly which I’ve come to expect from Clio. Great product overall but not user friendly and a lot of issues. Pretty good customer service but I don’t always have time to stop everything and call.

This app keeps getting better all the time. The new version is a huge improvement over the previous one, and I thought that one was great too. Looking forward to some of the new features that are on the app’s improvement list too. Clio has definitely simplified my life and enhanced my law practice.