Clio Mk4 Review
Adrienne Borgman
The Clio suite of products (Manage & Grow) are web-based platforms accessed through any standard web-browser. Additionally, Clio provides iPhone and Android mobile apps, along with a mobile client portal.
Like most cloud-based practice management systems, Clio uses 256-bit SSL encryption in its browser connection, which is generally the same encryption that online banks use. Additionally, Clio offers two-factor authentication for user logins and client portals at all pricing tiers.
Yes, Clio integrates with the entire Microsoft 365 suite (f/k/a Office 365), including MS Teams, Outlook, OneDrive, and Calendar. Although their document management integration is with OneDrive, users can sync with SharePoint using MS Teams or a Power Automate, if desired.
Yes. Clio Manage has robust integration with the Google Workspace suite of products. This includes Google Drive & Gmail, and a bi-directional sync with Google Calendar and Google Contacts.
Additionally, Clio allows users to manage their Google My Business account right in their application.
Yes. Clio has built-in legal billing software called Clio Payments. Although it steers you toward Clio Payments, Clio Manage also supports LawPay integration. Additionally, Clio supports billing and accounting integrations that will allow users a multitude of online payment choices.
Yes, with 12 triggers, 27 actions, and 11 searches (as of this review), Clio has a relatively robust integration with Zapier. Additionally, through its Microsoft 365 integration, users can use Power Automate to optimize their workflows as well.
Yes. Users can either choose the built-in document automation, which simply merges Clio fields into documents, upgrade to Clio Draft (formerly Lawyaw), which includes document questionnaires, or integrate with industry leaders like Gavel and Knackly.
Clio formed partnership with Google that allows users to set up and manage their Google My Business account directly in Clio. This allows users to take advantage of online bookings through Google. It will also make it easier for Clio users to manage their Google reviews.
For Local Services Ads, the integration provides the ability to manage your ad campaign, including setting a budget and pausing ads, directly within Clio. As leads come in, they are added to your Clio Grow inbox for easy review.
Clio easily handles billing, trust accounting, and basic bookkeeping. Additionally, they have recently updated their software to include better trust account management and accounts receivable aging reports. Still, users likely need a complete accounting software package like QuickBooks or Xero, both of which integrate with Clio.
Alternatively, if a practice requires complex accounting, like collections or tax, they may want to look elsewhere. Or, at least, take a hard look at the current functionality to ensure it meets anticipated needs.
Clio does not even seem to understand the nature of the problem. Multiple people told us that document generation could do what we needed it to, but no one was ever able to show us how. Each demonstration ended in futility.
It would also be nice if Clio allowed for more batch-entry items. For example, I previously used a platform that allowed you to do batch time entries to multiple client accounts. That was great for entering time at the end of the day from notes, etc.
Generating template documents in Clio is awesome, really quick and easy and a huge time saver. However, with the change to Clio Apollo the syncing with Microsoft One-Drive was severed and has been repaired and broken dozens of times. Support just responds someone is looking at the issue but we have no ETA on a resolution. This has been going on for six months and counting so my absolute love and adoration of Clio has been highly tarnished. If I did not absolutely love and adore the rest of the program I would have moved on months ago.
At the point when your fee earners close a matter in Clio, ReviewSolicitors will send an email with your firms branding to the client asking them to leave a review about their experience. If you have our Google Reviews integration activated, this will be left on Google Reviews, otherwise the client will leave their review on ReviewSolicitors.
There are essentially two restaurants in one here. Uni is a sushi bar with a small bar with stools plus a few tables; this can only seat around 20 people in all. Uni adjoins Clio - indeed you just walk up a few steps from Uni into the dining room of Clio. At Uni I tried a spoon of uni (sea urchin) and caviar which worked quite well (14/20) as well as a rock shrimp tempura that had nicely cooked shrimps and a sauce with a pleasing and distinct chilli kick to it (14/20). Less good was a dish of eel and foie gras in which the fois gras was rather overcooked, and even the usually robust taste of the eel was obscured by an overly sweet sauce (12/20).
Clio proper is a well decorated and quite spacious dining room. It is aiming firmly up-market, and waiters are formally dressed. For such a smart place the service was surprisingly inept. I had to pursue our waiter in order to order our wine, and then the starters turned up before the wine, a really basic mistake. The wine list itself is very good, with fine growers such as Kistler and Guigal. Mark-ups are fairly hefty, though. The menu is perhaps best described as modern American. The atmosphere is pleasant, with a smart, fairly trendy crowd.
White bread rolls were pleasant but no more than that (14/20). A puree of sweet corn soup had fairly intense sweet corn flavour and arrived with nicely cooked pieces of lobster, pancetta and black trumpet mushrooms as garnish (15/20).
A cassolette of sea urchin and lobster had sea urchin resting at the bottom of an oddly-shaped glass bowl that was awkward to eat out of, topped with a layer of very small pieces of lobster with parsnips and crispy shallots and topped with a garnish of candied lemon (14/20). The miniscule pieces of lobster and the bizarre ship-in-a-bottle style serving dish rather distracted from the good quality sea urchin, though the candied lemon was a welcome texture contrast to the richness of the sea urchin.
A pretty arrangement of marinated yellowtail and tuna used yellowfin tuna rather than the superior bluefin, offered with an oriental style dressing of ginger, garlic and opal basil, garnished with a little seaweed. The dish was well-enough conceived, the components working well together (14/20).
My wild king salmon was poached correctly but tasted rather disappointing; compared to a wild Scottish salmon I had during the summer and cooked at home the flavour of the fish was very dull. The piece of fish was served with kohlrabi, decent but hardly seasonal white asparagus and a misjudged pink grapefruit dressing which paired oddly with the salmon (12/20).
A "merlusa" on the menu is usually spelt merluza but why not just call it hake? (as far as I know merluza is just Spanish for hake). Small pieces of this were glazed with lemon and smoked garlic, served with honshimiji mushrooms, green garlic and boudin noir. I found the fish unexciting and I am unconvinced that the rather eccentric range of accompaniments worked that well together as a complete dish (13/20).
A roasted Muscovy duck was in itself cooked pleasantly pink, but had been laying around too long in the kitchen and was tepid by the time it was served. This was served with miso glazed aubergine, an orange puree and some more white asparagus. The dish was pretty and aside from the temperature of the duck was fine (14/20).
I finished the meal with a few pleasant financiers served with a drizzle of passion fruit coulis (13/20). I find it quite odd that this restaurant, which has been around several years, has recently been catapulted to the perceived top of the Boston dining scene. For example Espalier was a much superior experience. The people I dined with said the meal tonight was less good than on prior visits they had made, so perhaps it was just an off-night, but I couldn't find a single dish that was even at a one Michelin star level. Some of the taste combinations seem to me confused and striving too hard to be exotic. Presentation is good but then the kitchen needs to be more careful to ensure that they have time to plate the dishes while the food is still hot e.g. the tepid duck.
Since 1994 I have been reviewing the best restaurants around the world including extensive coverage of 3 Michelin star restaurants. The reviews are paid for by me, not by restaurateurs, so represent an independent and honest opinion.
Repsight automates the collection of public reviews for your practice or firm on Google, Facebook, Yelp, and Avvo. The number and score of your reviews is one of the most important ways to raise your search ranking online and get found by new clients. Repsight for Clio puts your review gathering on autopilot. Every time you close a matter in Clio, your client will automatically receive a review request. High scoring reviews are sent directly to the public review site of your choice with 5 stars already populated, while any low scoring reviews are privately emailed directly to you.
Clio is a powerful practice management software that has attracted users who were dissatisfied with their previous software, such as MyCase. Users have migrated to Clio due to its robustness and ability to solve issues with case management and client development tracking. It serves as a central tool for managing client contact and document databases, integrating with calendaring, sorting matters, recording time, and preparing bills. The software's ability to manage new leads and potential clients through Clio Grow has been particularly useful for the intake department, allowing them to track contact information, notes, and even offer electronic document signing and automated intake forms. Clio Grow's Kanban style board provides a visual representation of each prospective client's status in the intake system, facilitating efficient lead management.
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