One of the great things about technology is that it allows constant experimentation with new programs, software, and ways to run your practice. A few weeks ago, the firm started using Clio on a trial basis.
It will be a few weeks before the firm reaches a final verdict, but here are my thoughts after a few weeks.
Clio is web-based, so you can access it from any computer, which is a must-have for any portable office. The interface is nice, clean, and easy to find what you are looking for without having to read ten pages of a help guide.
Your home page will show you upcoming tasks for all cases, which is really nice. You can also sync Clio with your Google Apps account and the sync works both ways. In other words, add something to your Clio calendar, it will show up on your Google calendar, and vice-versa.
You can also carbon copy Clio on emails—each matter is given a specific email address—meaning that every email that you choose will also show up under communications for a particular matter. This is great for when more than one employee/attorney is working on a case.
Clio can be very slow at times. I am not sure if it is a problem on their end, or the internet connection, but for two days or so, the interface was very slow to load. It has since improved, but it still has issues. For example, when entering time on a matter, there is still significant lag between hitting return and the entry showing up.
Speaking of which, I have used Clio to track time on a couple of cases and at least one occasion, a time entry disappeared. Fortunately, I noticed right away and was able to enter it again. If it was the end of the day, however, and you did not notice until the next morning, that could be problematic.
The verdict is still out
For the most part, Clio has worked well up to this point. I would like to see some improvement in terms of speed and responsiveness before giving my all-out endorsement. Stay tuned!