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Ease of use
Intuitive interface and simple navigation
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Customizable workflows
Ability to tailor workflows to specific practice needs
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Mobile app
Access to important information on-the-go
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Limited integrations
Few options for integrating with other software
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Limited reporting
Limited options for generating custom reports
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Limited document management
Limited options for organizing and managing documents
- Opportunity to expand into new practice areas
- Opportunity to form partnerships with other software providers
- Opportunity to improve reporting capabilities
- Competition from other practice management software providers
- Increased focus on data security and privacy
- Potential impact of economic downturn on legal industry
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High - rated users
No information provided for high-rated segment
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Average - rated users
Clio lacks in smaller quality of life issues such as 3 way reconciliation, building custom documents or invoice templates, and the client portal isn't always easy for clients to figure out.
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Low - rated users
Clio can be overwhelming when first beginning and training a new employee on how to navigate Clio takes quite a bit of time. However, Clio representatives are always very kind and explain what to do well. Clio has been adding free options to assist their users and constantly thinking of ways to improve their site, which is very helpful.