Clio vs. Time Matters

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

When we first started with Time Matters, there were very few other options and it fit the bill. But it didn't really progress with the times and there is now a need for synching with IPhones that was not envisioned back then. Additionally, the number of users is limited to what you purchased and it is not simple to just pay to add a user if a company grows. They MANDATE that you have a service contract which is costly and may not be necessary, and if you want to upgrade to a newer version, they insist that you pay for the contract RETROACTIVELY (!!!) without having use of it.

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 stores data that the law firm uses.
• It really doesn't do anything really well, so it is hard to answer this question.

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

• The program would benefit from better customer support.
• The program would be stronger by providing for more detailed roles, which you could assign to different users.
• The program would benefit by being easier to integrate with non-Lexis products. Sometimes this crosstalk causes issues.

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

There is no unpaid support. They insist on a service contract for support, either with the manufacturer, or with a re-seller.

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

So Juris and TM are both LexisNexis products. I dislike Juris greatly and the only thing we use it for is billing because we already had it and it was compatible with TM for billing purposes. Juris doesn't allow you any kind of document storage or management. You can make a "note" but what good does that really do me? In my opinion, Juris is good for billing only (not client management) and there are other options like QuickBooks that really outshine it.

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

• We had to spend over $100,000 to customize Time Matters to work correctly with our medical malpractice and mass tort teams because the out of the box solution didn't work for both teams. Consultant costs are then required to maintain the customizations with each version upgrade.
• I feel that we did not get any ROI on the licensing renewal costs because support is bundled with it and the Lexis Nexus support team wouldn't support of system because we used SQL replication.
• Migration Costs to leave Time Matters for a cloud solution were high because of the complexities of the Time Matters software.

Incentivized