Lawyer Software

Before investing in Clio, I highly recommend checking out Reddit threads for honest user feedback. Be aware, though—Clio tends to suppress negative reviews. Many customers have shared similar frustrations with the platform, from buggy app integrations to unhelpful support. The shiny marketing can hide these issues, so it's worth doing thorough research from real users before making a costly commitment.

Clio Case Management Platform claims to lead the legal industry in innovation, but my experience reveals a different story. Beneath its sleek marketing, the product is mediocre at best, feeling like a patchwork of disjointed tools awkwardly spliced together. It’s more of a Frankenstein creation trying to emulate the seamless integration of a Borg collective. Clio’s strategy of acquiring competitors and absorbing their features results in a fragmented system, causing confusion and a lack of cohesion.

Customer support is a nightmare. Clio is so compartmentalized that you often receive multiple conflicting answers. Any issue requires at least a two-hour call just to get to the point where they promise to “work on it,” not resolve it, but escalate your ticket. Even if you follow their online articles, which are often outdated or flawed, support remains inadequate. I had to hire a third party to fix integration defects that Clio failed to address.

For solo practitioners, Clio is particularly frustrating. It not only over-promises and under-delivers but also comes with one of the highest price tags among CRMs. This doesn’t even account for the billable hours lost troubleshooting their issues. Clio seems to count on legal professionals lacking tech experience, a common standard in our industry. However, as a paralegal with database-building experience, I found their approach unacceptable. Moreover, they refuse to help unless you allow remote access to your system, which poses a serious security risk for legal professionals. In the end, Clio feels incomplete and overpriced, leaving much to be desired.

I pay thousands of dollars for Clio expecting a working product, not to spend countless hours debugging their defective code. Their support approach is inefficient—they insist on screensharing to run various tools on your system instead of replicating the issue on their end and testing it properly. There’s no consideration for the customer’s time. After hours of troubleshooting, it turned out the issue stemmed from bad code related to a faulty app integration.

Be cautious when exploring their "over 200 apps in the App Directory." Clio doesn’t adequately test these integrations, so you could end up with more headaches than solutions. While they claim to integrate with numerous apps, most are more trouble than they’re worth, and there’s no guarantee they’ll work as advertised. In this way, Clio feels more like the Google Play Store—minus the ratings or reviews. For the premium price they charge, this lack of quality control and reliability is unacceptable. Review collected by and hosted on G2.com.

Clio aims to solve the problem of managing legal cases and client relationships efficiently by offering a comprehensive platform with various features. However, in my experience, the platform falls short. While it promises to streamline operations, the disjointed integration of tools and inadequate customer support often result in more time spent troubleshooting than benefiting from the system. Although Clio has the potential to simplify case management, the execution leaves much to be desired, especially for solo practitioners who rely on efficiency and clear, consistent support. Review collected by and hosted on G2.com.

The one thing I would say I'm not a huge fan of is how every few days it logs me out of my account. Despite understanding that it's for security purposes, considering I'm the only one who uses my computer, it's slightly frustrating. Review collected by and hosted on G2.com.

It allows me to keep track of everything that happens in a case, which makes me have everything easily accesible for any meeting, phone call or case review that I need to do. Review collected by and hosted on G2.com.

It can seem cluttered at times. There are lots of functions on it that can seem overwhelming. The "activity" tab has all communications and updates for the case, but this can be overwhelming when trying to find information.

The platform itslef isn't terrible, but there is lots of room for human error or clutter. For instance, in the "docs" section attorneys and support staff can upload images and docs to various subheadings such as "discovery", "pleadings", "correspondence", etc., but many times attorneys and staff have a lot on their plate and don't use the tabs, thus the fron page of "docs" is overloaded with tons of different pics and docs all at once – can easily get cluttered. Review collected by and hosted on G2.com.

Has everything in separate tabs to keep track of bills, records, etc. – can be organizationally useful! Review collected by and hosted on G2.com.

There have always been a constant need of drafting in contracts which was easily solved by Legistify's Contract Management Tool. And we have always got a support from the customer success team, whenever we find any difficulty in terms of technical part. Review collected by and hosted on G2.com.

Legistify has solved our problems when we talk about drafting and closing the contract by signing from the other party. The Qucik Sign feature has made our lives easier, now we can easily get our contracts signed from the clients without any fail.

We have also used the stamp paper procurement feature which we haven't seen in any other company contract management tool.

When we talk about drafting of contracts, now we don't have to mannually draft the contracts and got a tool which helps us in drafting of the contracts without any delay and much efforts. Review collected by and hosted on G2.com.

When we first started, but they fixed the glitch so everything is working great for us now =). It was not hard too - I let them know what happened and within a couple of days it was done. Review collected by and hosted on G2.com.

Right now we do not have any issue with casepeer, at least on my end. I have not heard any of my co-workers complain about anything, so we are all good with Casepeer. Review collected by and hosted on G2.com.

The only downside is the level of complexity built into the system, but, in the end, this is also a huge upside because of how much can be done to benefit our firm's marketing and sales processes. Review collected by and hosted on G2.com.

Delayed communications with potential new clients and difficulty streamlining tracking and reporting. Review collected by and hosted on G2.com.

I would have liked the Litify team to be more involved from the beginning with the 3rd party implementation agency. Our implementation was almost double what it was quoted and the configuration wasn't done correctly. Now the foundation of our Litify product isn't right. Ease of use 1 out 10 due to poor configuration. 1 out 10 for implementation. Customer Support has been overall good. We use Litify daily. Number of Features is good but none have been setup properly for us. Ease of integration 1 out 10. Review collected by and hosted on G2.com.

We still haven't been able to get to a point that Litify has solved any problems for us. We have actually moved backwards in a lot of ways from Needles if you can believe that. Review collected by and hosted on G2.com.

While Amberlo is an excellent platform, I do find myself missing a dedicated module for AML/KYC and sanctions checks, which are crucial for compliance in legal practice. Integrating these features directly into the platform would greatly enhance its utility. Additionally, Amberlo does not integrate with my accounting software, which is a bit inconvenient. However, this seems to be more of an issue with the accounting application rather than Amberlo itself. Despite these minor drawbacks, Amberlo remains a highly effective tool for managing our legal practice. Review collected by and hosted on G2.com.

Amberlo is solving several key challenges that legal practices often face, particularly in the areas of case management, time tracking, and document organisation. By providing an integrated platform that streamlines these tasks, Amberlo has significantly improved our efficiency and productivity. The ability to easily track billable hours and generate detailed reports has helped us manage our resources more effectively and ensure accurate billing.

Moreover, the custom fields feature allows us to tailor the platform to our specific needs, ensuring that all relevant information is easily accessible and organised. This customisation has enhanced our ability to manage cases and client information more effectively, reducing the time spent on administrative tasks and allowing us to focus more on our core legal work. Overall, Amberlo has greatly improved our operational efficiency and client management, leading to better service delivery and increased client satisfaction. Review collected by and hosted on G2.com.

It did not seem that it took you through all the steps when setting up the account. I had to go back twice to add additional information. however, it was not difficult Review collected by and hosted on G2.com.

doing bankruptcy cases without extra help Review collected by and hosted on G2.com.

I do not like that they haven't added a split billing option for billing when the invoice needs to be split between parties, such as GAL cleints. Also minor thing, but although Smokeball does intergrate with Word, it does not have the autocorrect feature and some of the formatting options avaiable in all parts of Smokeball such as the memos area (where we do keep a lot of our notes) we would love to see that added. Review collected by and hosted on G2.com.

Quicker document creation. Billing is now all paperless and qicker turn around to clients and in turn quicker turn around for payments Review collected by and hosted on G2.com.

I do not like that I cannot enter the state for the billing address before entering the rest of the information. Review collected by and hosted on G2.com.

LawPay makes it easy for me to take payments in the moment over the phone. Review collected by and hosted on G2.com.

So far, there hasn't been anything I have disliked. There is so much room for so many activities. Review collected by and hosted on G2.com.

Have your tasks and reminders (if needed) known and set the tasks in AppColl prior to uploading the data. Know what your firm expects the software to do and programming accordingly. Ask support if you have any questions. Review collected by and hosted on G2.com.

Keeping track of Docketing dates, validating data with USPTO and Espacenet. Generating form letters with correct data. Review collected by and hosted on G2.com.

It would be nice if logs or documents entered in client or case section would be automatically available in the other as well. Review collected by and hosted on G2.com.

It is helping with keeping track of our cases, and any reminders we need to make. It has also helped us in minimizing the contact we need to make with our clients, as alot of our questions can be answered via the questionnaires. Review collected by and hosted on G2.com.

Not much to dislike. We have been using CloudLex since they were pretty new, and here we are six years later still using the firm management software with no intention of ever moving. Review collected by and hosted on G2.com.

The reporting functionality in CloudLex helps me understand the metrics and cuts out a step from having to do that outside of your case management software. It makes it much easier as the owner or managing partner of the firm to be able to have an idea of how many intakes you're getting, which attorneys are getting the new cases, what stage are they in the litigation. There are just all kinds of things that you can easily gain from the reporting and analytics. Review collected by and hosted on G2.com.

It can be confusing to learn what each report actually is telling you. You have to udnerstand what information they are using to come up with that report. Review collected by and hosted on G2.com.

Easy of use makes attorney time keeping more accurate and therefore more profitable. Review collected by and hosted on G2.com.

The difficulty of certain features. There are plenty of basic features that help with expedited file reviews. There are also more advanced features. The more advanced features are complex but when the features are used it increases firm value, in both office organization and client interaction. Review collected by and hosted on G2.com.

Solving firm advancement issues. As our firm implements to using more features on SmartAdvocate, there will be additional assignments for employees. As additional features are starting to be used, it can lead to more advanced employment within the firm. Review collected by and hosted on G2.com.

The site could be faster. The entries in the excel sheet reports generated by the software sometimes need to be formatted for running formulae. Review collected by and hosted on G2.com.

Analyze team performance - Analyze individual performance - Apportion team earnings to individuals etc. Review collected by and hosted on G2.com.

The statements that are part of the bills are confusing. Too much info, too many time. Review collected by and hosted on G2.com.

Making time entry easy. Preparing bills and backing up data Review collected by and hosted on G2.com.

I really don't see any downsides to this software. It is simple, addresses all critical needs and is very affordable. Review collected by and hosted on G2.com.

Practice Panther makes it easy to track all time entries, make any edits as needed and create invoices for our clients. Review collected by and hosted on G2.com.

But then they got bigger, and it changed. Mycase is now just a corporation - we are experiencing a massive technical issue, and the call center ignored us. They sent us a follow-up email, instead of calling us - then the management just sent us bland emails, and refused to provide us with the contact information for the people who could fix the problem (they call them the "back end"), and just ignored us.

I have referred people to Mycase, and I will not do so anymore. A law firm lives and dies by its client interactions, and I need to do business with another business that recognizes that, and takes threats to those relationships seriously. Mycase used to be that - but sadly, is not anymore. Review collected by and hosted on G2.com.

It is a file management system. used to be great, but then began to treat clients horrible when it got too big Review collected by and hosted on G2.com.