15 Coyote Analytics Reviews
Overall Review Sentiment for Coyote Analytics
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Coyote has combined the best of other law firm accounting softwares into their product. It's easy to figure out; reports look good and are easy to understand. Very intuitive. Review collected by and hosted on G2.com.
Still in development of a couple of things. But very agreeable to improvement suggestions.
Cannot get support on the weekends, or at least I didn't. Review collected by and hosted on G2.com.
I have many recurring payments that I do monthly. I like that I can recall the invoice and just copy it to create a new invoice. Review collected by and hosted on G2.com.
Haven't really found anything that I don't like. Review collected by and hosted on G2.com.
There are many, many things we love about Coyote. We (billing and financial) will try to be as specific as possible here.
!) First and foremost, if you make a mistake on an vendor invoice or cash receipt (and who doesn't), you can just click the unpost button and all correcting entries are made for you, giving you a new draft on which to make your changes.
2) We scan everything in our office, which is a good thing. Coyote allows you to attach your deposit files to the actual deposit. If you need to check later to see why you did what you did, or whether a client actually allocated a payment as they thought they did, you can easily check the deposit from within Coyote.
3) Attys are able to do their billing online (no more paper).
4) Our attorneys are actually using the software; they didn't use the prior software for whatever reason.
5) There are dashboards on the home page which show an updated snapshot of all key metrics for any business.
6) There are many, many reports. Many of these reports have underlying data with a lot of information. If you know how to use pivot tables in Excel, you can obtain further information in a format of your choice (or, you can just call Coyote and they will prepare a report for you (and probably make it available in their next update).
7) At the client and/or matter level, you can add email messages (you know, those changing an address, billing person, etc.) so that when someone questions why you changed something, you have instant backup showing that it was requested by someone else. What's not to like about this? (Another CYA)
8) Drill down abilities
9) You can change an address on a posted invoice and resend it with the corrected address without having to unpost/repost. This is a major feature.
10) Attorneys can do their prebill edits directly in Coyote saving time in deciphering chicken scratch – not to mention the many forests we save by foregoing paper
11) Attachments – best CYA application ever
12) Collections – you can see everything or filter, you can add notes directly, do adjustments, resend invoice, run a statement, add a follow up task, see when the last payment or statement was processed, you can get to it thru Inquiry as well as Billing
13) You can pull in late posted fees or costs without having to re-run a prebill (another major feature)
14) You can see what’s in WIP from Inquiry whether its posted or still in Draft
15) Notes on the Expense entry is perfect for invoice numbers/which credit card the exp was charged to/whose expense report etc HUGE when one has to find backup to accompany the invoice
16) Love the Items Detail bubble – especially when someone says "I didn’t do that" and you can quickly prove otherwise….yet another CYA (we keep this to ourselves (accounting) though)
17) Love the Check Request – we’re still implementing it but I suspect it will be a huge assist in reducing paper and lost (or never actually submitted) requests
18) What I love most is that they take suggestions from those actually using the program in their daily round and try to implement them.
We have never regretted our move to Coyote Analytics
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We can't think of much that we dislike. It has made our job so much easier in so many ways. Review collected by and hosted on G2.com.
Everything you need to do, or need to know, is right there in that one desktop icon – time entry, bill printing, e-bill generation, management reporting, collections, bank accounts, inquiry, and on and on.
The dashboards are so customizable that each user can have the information that is important to him/her presented in whichever way desired – and with a simple right click it can be printed, emailed or converted to a PDF.
Reports are easier to design in Coyote than in MS Access – assuming one of the hundreds of existing reports does not already fit your needs.
The Coyote Analytics staff is outstanding, from support to development. Questions receive quick and detailed answers. Coyote Analytic’s clients benefit from each other’s feature requests. Review collected by and hosted on G2.com.
I can not wait for the existence of an organized Coyote Analytics users group. This would allow users to share favorite custom dashboards, reports, etc., and spark ideas based on ways others use the system. Review collected by and hosted on G2.com.
It is easy to use, the timers make recording time easy, and the colors make it easy to determine if I have billed enough in one day. Review collected by and hosted on G2.com.
I don't like that you have to type YES to un-post and edit a prior time entry. Review collected by and hosted on G2.com.
I function as a records clerk in a firm and utilize Coyote Analytics on a daily basis. Primarly, I have have found the interconnected organizational elements to be both useful and beneficial. Mostly, I perform conflict checks on cases to generate matter #'s, and going in to matter #'s to edit information or close out the #. In this aspect, I have had no issues, and have much appreciated Coyote's ability to accept edits or closures from one menu, and apply them to the same matter in other menus. This saves me time, while not being difficult to understand. On that note, I've trained others in the usage of Coyote for records clerk purposes, and have found that Coyote is easy to explain, integrate, and understand in a fairly short period of time compared to similar programs. Review collected by and hosted on G2.com.
I only have one dislike about Coyote, though I'm sure it's a work in progress for their IT group. When generating conflict checks, there are often some difficulties getting that conflict check into PDF format. It is not uncommon that I must do a copy+paste of the conflict report due to difficulties generating it is as a PDF, in which Coyote will state that it has emailed me a copy of the conflict report as a PDF, yet it does not actually send it. While this is not a pervasive issue, some individuals I work with most prefer their conflict reports as PDFs over a copy+paste for the purposes of saving it to a drive, and there has been some mild pushback on me as a result. Overwhelmingly, I have had no real issues, and would still recommendthis product to others. Review collected by and hosted on G2.com.
The program is user friendly, and allows you to export data easily into excel which I often do so that I can manipulate it to meet reports requested by attorneys and clients. My first introduction to Coyote was in 2012 when the law firm I worked with switched from Legal Insight. We worked with Mike and Maureen and they were awesome. They listened to all of our comments, suggestions, and complaints. The program offered so many features that Legal Insight did not have. They have come a long way since. When I joined the current firm I am with, the time and billing software was Juris. I missed the functionality and great features of Coyote Analytics and had suggested that it was time to replace Juris. At first, the staff were not thrilled about the change due to the learning curve (some have used Juris for at least 15 years) but they soon realized how much easier to use it. There is still room for improvement but we are happy with Coyote Analytics. It's user friendly with great features. Review collected by and hosted on G2.com.
When expense attachment is exported for ebilling or attached to the invoice, the size is reduced by about 60%. If the receipt was small in the first place, then we end up with a very small image. Review collected by and hosted on G2.com.
Seems to be straightforward and easy to use. I also like how they offer webinars to help understand things you may not make full use of. the new web version make integration with other apps non complicated.Customer support is always timelywith responses. Review collected by and hosted on G2.com.
uploading documents seems to take a bit more steps than it should. I would like to see a desktop version but perhaps that is just coming from being a desktop version user. Review collected by and hosted on G2.com.
For our firm, it’s having an integrated system with time and billing and general ledger accounting all in one system. The firm had grown considerably over the last few years but the time and billing and the accounting systems had not. The workflows changed but the firm was impeded in trying to function within a dual entry billing and accounting system that was no longer working for the firm.
The help desk support at Coyote is also terrific. Users can call on the phone or send an email, and Coyote is quick to respond with an answer.
I'll also add that the timekeepers in our firm like having several options as to how they can enter their time. Staff like the ability to attach an electronic document to a record within Coyote, such as an agreement to a matter record, a Form W-9 to a vendor record, or a bank wire notice to a receipts record. Review collected by and hosted on G2.com.
As newer legal accounting software on the market, Coyote is still refining certain features while working on and adding other features. Not everything is there yet, but the nuts and bolts of the integrated system are. Additionally, I like being able to look up "how to" information in the help section of software. Coyote has that feature but it is still a work in process. Review collected by and hosted on G2.com.
It is as easy to use as Quickbooks, it has a nice organization to all the sections. Review collected by and hosted on G2.com.
It doesn't handle special billing situations like Quarterly billing in a way that works with Firm guidelines Review collected by and hosted on G2.com.