Clio vs. Intapp Time

Clio is a wonderful practice management solution for small firms that do billable work. The Clio manage software is excellent for tracking your time at different rates, tracking matter budgets, and tracking expenses. Clio is also great for firms that want to implement and use tech in their offices. If clients are at least somewhat tech-savvy (have and know how to use email), they will also benefit and enjoy the implementation of Clio.

Incentivized

IntApp time is well-suited for capturing time and automating that capture in some instances. It does not provide a wealth of information regarding the time it captures. For example, auto-detecting client/matter numbers based on past time entries. As mentioned, the timer functions of the product are well thought out, easy to use and popular among our timekeepers.

Incentivized

• Timekeeping. All I have to do is open Clio in the morning and press the "start timekeeping" button if I am too lazy to type in a few words.
• Billing. The new interface is really easy to use.
• Calendar. I use two calendars for deadlines, etc. My G-Suites calendar and Clio.

Incentivized

• It captures activity on your PC -- e.g. reading an e-mail, editing a document. It can be customized to track other activities -- e.g. if you use a particular PDF tool, or use a particular web site for legal research.
• It captures phone activity.
• It captures calendar appointments.
• It is really low maintenance, and seems to have a very light footprint on the client.

Incentivized

• The billing screen is serviceable but unwieldy. It is hard to get your bills to look the way that you want in many cases.
• The document management process could stand some improvement. In order to manipulate a document, you have to download it, work on it, then re-upload the new version. I'd like a local client or a seamless way to edit and then automatically see the update taken into Clio.
• The task entry is good but not great. I'd like to see a way to have it integrate into my iPhone's reminders list.
• The quickbooks online sync has been a constant source of frustration for our bookkeeper, who has to monitor daily and hardly ever goes a day without an item failing to sync.

Incentivized

• Updating the product can be difficult due to IntApp's update methodology.
• There is no artificial intelligence capability in the product to assist timekeepers in entering time.
• Installation and testing of the product are complicated.

Incentivized

We have been able to streamline our task management and everyday office procedures by using Clio to its fullest potential. We have a hire client retention rate because we can easily keep track of leads and follow ups. Clio Draft is saving us time on drafting legal documents and correspondence espondence. Overall, we are able to save time and money on everything tasks

Incentivized

Clio is intuitive and easy to learn. Even new staff or attorneys with limited tech experience can quickly navigate through tasks, matters, billing, and calendars. This reduces training time and increases productivity, especially in a busy mid-sized law firm. Because it’s cloud-based, Clio can be accessed from any device, anywhere. Whether I am working in the office, at home, or in court, I have full access to my cases, documents, and time entries.

Incentivized

Rather than talk in generalities, I'll give two specific examples. First, after updating my OS, I got locked out of Clio. I was back in, up and running, with no loss of data, within an hour thanks to Clio customer support. Second, I made some specific recommendation for features that I thought would be useful. Those recommendations fell in a black hole, with the suggestion that I try a very buggy third party integration app. Clio is making lots of money from lawyers using its software. Why can't Clio create the integrations and test them if Clio is not willing to build them into its platform?

Incentivized

Clio offers integrations such as Microsoft 365, Google Workspace, QuickBooks, Zoom, Dropbox, and more. This allows me to customize my tech stack to fit my specific needs. Clio’s mobile app is more feature-rich, offering time tracking, document access, calendaring, and even billing on the go. It’s ideal for attorneys who work remotely or travel frequently.

Incentivized

There are three competitors to Intapp Time that I know of, and have looked at, but it's been years. Those competitors are Element55, Aderant Found Time and Smart Time. Every time I compared any of those products to the current version of Intapp Time then Intapp Time came out on top. Element 55 seemed have a bit of a clunky interface when I last looked. Aderant Found Time seemed like a limited success at copying Intapp Time; the software itself seemed a little burdensome, both on the client and the back end.

Incentivized

• It has improved our ability to capture billable activities.
• It has increased our efficiency in regards to onboarding clients and getting retainers signed.
• The integrations with QuickBooks and other software platforms such as Mailchimp has allowed us to improve our marketing efforts and overall operations.

Incentivized

• Saves valuable time that would otherwise be spent translating handwritten timekeeping notes into a database
• Allows my secretary to easily view my time and make corrections if necessary
• Saves our clients money by cutting down on unnecessary time spent tracking billables

Incentivized