What do you dislike about Clio Manage?
Clio's competitors outperform Clio in terms of important features and making those features work properly. When we request for Clio to fix clunky parts of their program, the response is simply that features are improved based upon how many requests they have for improvements yet Clio creates additional cost features annually. For example:
1. While Clio does have a communications portal for clients and office team members, it lacks common sense features such as the ability to leave internal messages or messages from clients as "unread" and still in bold font-so they just about disappear with the other messages. This is a common feature that should be fixed. This is a huge time waster.
2. Within Clio Grow (the CRM for potential clients), team members are not alphabetized so when trying to set a task for potential clients I have to scroll through over 30 team members who can only be sorted by the date that they were hired slashed entered into the Clio program. It's an aggravating waste of time. I don't understand why Clio can't fix this.
3. Jack Newton, the Clio CEO advocates for alternative billing arrangements such as flat fee billing but, the Clio dashboard is based upon billable hours for productivity. We are flat fee billing firm because clients prefer that. Why can’t we have a dashboard that’s based on flat fee billing like Jack recommends?
4. Clio has a rudimentary kanban board called "Matter Stages," that is useless because it only allows for attorneys but not paralegals to be assigned to the matters. It's unclear why this hasn't been fixed. Certainly Clio knows that paralegals, and not just attorneys would like to use this feature. We have to buy a separate program and make it connect to Clio using another program and that’s a lot of money being wasted.
5. Clio charges for bookkeeper to have a license rather than offering this without charge. Of course, the bookkeeper is not using the vast majority of features, they use the billing and financial portion of the program which is very limited. I don't understand why Clio is charging full price for this when other firm management programs don't charge for this at all.
6. Clio says that they improve the program based upon requests from their users but, their "Big Improvements" seem to be based on AI and are only available at an very expensive extra charge.
7. We have to pay for a subscription for a reporting program that pulls data from Clio because the reporting that Clio offers is insufficient.
8. Clio is already expensive compared to its competitors and it's hard to switch to a new case management software when you have a relatively large team like we do (33 users). I would not complain about the cost of Clio if they would fix their features. Review collected by and hosted on G2.com.
