Lawyer Software

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.

Clio is similar to other case management software but, because it's so widely used we can now farm out our billing and bookkeeping to experts who know how to use Clio. Review collected by and hosted on G2.com.

I must confess that in recent times I have not at all enjoyed the new updates or editions to its software. Its newer updates have added unnecessary cluttering tabs and options. The software itself has become slower; as I mentioned in my likes- it is so important to me to have multiple tabs open to work most efficiently. Although NEOS is still powerful, I confess that it is slightly weaker than older models. I have not had the most reliable costumer support unfortunately as well. I wish there was a more direct way to access and communicate our concerns. Review collected by and hosted on G2.com.

The main "problem" Neos would be solving is inefficient case management and handlining. Without the NEOS system,, our workload would be quadrupled, easily. The storage, ease of access and file access of NEOS all contribute to the solution of this "problem". Review collected by and hosted on G2.com.

The only issue we faced was suring the starting phase to understand the platform as it required alot of hours and meetings with their support team but once we understood the process and features, it was realy easy for us to manage everyhting. Review collected by and hosted on G2.com.

We really like that we now dont have to type the contract manually and also the AI powered clauses library which helps in drafting the contract better. Also, at last, we save time as e-signatures can be done through the tool only. Review collected by and hosted on G2.com.

My main complaint is when I put an event on my calendar using my app, my paralegal cannot see it on her end. I have to go into My Case on a laptop and assign a color to the event before it shows up on my paralegal's calendar. It is just annoying. I also wish you could do more financially on the app. Review collected by and hosted on G2.com.

Billing would be a nightmare without My Case and it has just overall worked very well for me and my paralegal. We have a largely remote work environment and My Case has helped us keep connected even while out of the office. My clients have overall had great things to say about their experience using My Case. Review collected by and hosted on G2.com.

When you use Law Pay, please know you are giving them permissions to unilaterally enter your bank account and remove "your" monies. This can occur almost 90 days after you've allegedly been paid. Can you as a sole practitioner hold monies for 90 days while you determine whether the "client" is going to change their mind? Please know you never see the documents or alleged complaints as I have yet to see ANYTHING in writing related to the "alleged" chargeback. I believe LawPay is being used to steal monies from attorneys and you are welcome to contact me and I'll GLADLY explain it in more detail so you are protected from horrific business losses like I experienced with LawPay. Review collected by and hosted on G2.com.

They are CAUSING problems I am trying to solve as a result of their policies and procedures. Review collected by and hosted on G2.com.

I can´t connect it to my new outlook and sometimes have trouble downloading documents Review collected by and hosted on G2.com.

Smokeball solves the problem of disorganization and wasted time in law practice. It keeps every part of a case—documents, emails, notes, and deadlines—in one place, so nothing gets lost or overlooked. The automatic time tracking and document automation save hours of manual work, and the workflows help ensure that every step of a case is handled consistently.

Overall, it has made our practice more efficient, accurate, and stress-free. Review collected by and hosted on G2.com.

There are some things that litify can do and from my understanding its in the works. We file alot of documents to the court and if we can implement a few of those options into litify to be able to file within litify that would save us alot of time and problems. Alot of the time the court sites are down and cannot file but having this feature would be the best thing. Review collected by and hosted on G2.com.

theres a feature we use called round robin and right now it may not be working properly but it will benefit once its up and running. Review collected by and hosted on G2.com.

Within the feature of "Client Portal by Filevine" you cannot create message templates as these are useful for maintaining client communication at the best level, it would be great if Filevine starts implementing just that. Review collected by and hosted on G2.com.

It's currently taking away additional efforts to compile documentation prior sending a demand, it allows our firm to keep track of every expense and allows us to maintain accurate reports.

With Filevine AI we no longer have to worry about reviewing Medical Records or Police reports, AI creates A Medical Summary allowing me the opportunity to focus on more details in less time to prepare for a demand, Demands AI is also making me to get rid of paying others for prepare a demand, I now can trust in Demands AI by Filevine to prepare a demand package that previously could´ve taken me 4 -8 hrs to prepare to only less than an hour. Review collected by and hosted on G2.com.

I wish there was a more detailed reporting option available, as it would be very helpful for us in the future. Additionally, any AI-related options would also help. Review collected by and hosted on G2.com.

I use RazorLex for effective contact and legal details management, ensuring data integrity with mandatory field enforcement. The central repository and rapid Excel contact uploader streamline contact organization, making it a powerful tool for our law firm's efficiency, especially during high growth. Review collected by and hosted on G2.com.

After using the system for almost 10 years, I have not found a huge downside. Occasionally, the timer will rest itself back to zero on the app. Review collected by and hosted on G2.com.

All of my billing is done through Practice Panther, and the client portal is great for sending and managing client sensitive information (death certificates, social security numbers, bank accounts, etc.). 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 have nothing negative to say about Actionstep (so far) Review collected by and hosted on G2.com.

Documenting email correspondence between us and our clients Review collected by and hosted on G2.com.

Although Amberlo meets my expectations and I generally find it very easy to use, there are a few minor elements that could be refined in the future. At times, one would wish for some functions to load a bit faster, especially with a larger amount of data. It would also be useful to have a few additional options for customizing views, which would allow for even better adaptation of the program to one's own work style. However, these are rather minor suggestions than actual drawbacks, as the system operates stably on a daily basis and fulfills its role without any reservations. Review collected by and hosted on G2.com.

Amberlo primarily solves the problem of information dispersion and the necessity of using many different tools. By integrating case management, documents, clients, scheduling, time tracking, and invoicing in one place, it eliminates organizational chaos and the risk of errors. The program also improves internal communication and allows for quicker access to necessary information, resulting in real time savings. Automatic time tracking, document generation, and quick invoicing eliminate repetitive, manual tasks. As a result, work becomes more organized, faster, and efficient, allowing the user to focus on the substantive part of their activities instead of administration. Review collected by and hosted on G2.com.

Any issue I had in the past ended up being definitely a USER error. Once I received more training, TABS has been the best!! Review collected by and hosted on G2.com.

When I began using Tabs3 updating statements could somtimes be a headache becasue I could only update one at a time. Now there is a option to select multiple files to update Review collected by and hosted on G2.com.

I wish Memtime had a way for managers to review timesheets and approve with either a review step or a digital signature. This would help us with our reporting requirements in a way that would remove one step and one system from our process. Review collected by and hosted on G2.com.

We are required to track our time to meet contract obligations. Memtime makes tracking our time spent on specific projects simple . Without Memtime we're left to track our time manually. That introduces potential for human error and having to rely on our memory to recall our meeting schedule and calendar events. Review collected by and hosted on G2.com.

I would like more options in automations. Review collected by and hosted on G2.com.

I use Case Status to automate client communications, enabling proactive information sharing and reducing my workload significantly. Review collected by and hosted on G2.com.

The only downside I could think of is not being able to share the insurance with matters that are apart of the case. It feels repetitive to put the same insurance in 3 different cases rather than having a button that shares it with all three like how you can share documents and notes. Review collected by and hosted on G2.com.

CloudLex solves major challenges related to disorganized case materials, manual workflows, and difficulty keeping teams aligned. By centralizing documents, deadlines, communication, and case updates in one system, it eliminates the chaos of searching through emails and spreadsheets. The platform streamlines personal-injury workflows so each phase of a case moves forward smoothly without extra oversight. It also improves collaboration, giving everyone real-time visibility into case progress and responsibilities. Automated reminders and deadline tracking reduce the risk of missed tasks or statutes. Overall, CloudLex makes organizing and managing cases far more efficient, accurate, and stress-free. Review collected by and hosted on G2.com.

I think that the UI changes a lot and often not in ways I find helpful. In automations, it now takes more clicks to add nodes, and the nodes went from being color-coordinated to essentially a block of text. It seems minor but if you are making many automations a day, the clicks add up and the former speed at which you could recognize a node is gone. Review collected by and hosted on G2.com.

I use Lawmatics to automate processes that were previously manual and integrate with other platforms, streamlining client management. The API is user-friendly and expansive, enhancing efficiency. Review collected by and hosted on G2.com.

The calendar is buggy and it doesn't offer me the option of seeing all the calendars of the whole office at the same time. I coordinate the schedule and I need to see everyone's availability. In addition, we need to color-code our appointments and B4T doesn't do that. We use Google instead. Review collected by and hosted on G2.com.

We keep practice info at our fingertips and use it to track time. I also like the task tracking and the ability to set up task flows that trigger the next step on completion of the previous. It helps me stay on top of my cases and bill all of my time. That helps my productivity and keeps the clients happy. Review collected by and hosted on G2.com.

We’re very happy with the platform overall, it works really well for us. Review collected by and hosted on G2.com.

.The platform is very self-explanatory, which makes our daily work much easier. If we ever have a question or run into a problem, we reach out to Vanessa and she always helps us quickly and efficiently. We also find the YouTube channel and webinars very helpful for learning new features or solving issues. Overall, it saves us time and helps us manage our cases more effectively. Review collected by and hosted on G2.com.