Clio as a Law Practice Management Tool

I chose Clio after having heard stellar reviews from two fellow solos. Clio is SaaS, so there is never a need to update and it is available on any device with an Internet connection. Clio makes timekeeping and invoicing very easy, integrates with Microsoft Outlook, and includes lots of very useful features. And, it is a relative bargain at only $49.00 per month. Clio offers new users a free thirty-day trial.

After using Clio for almost five months, I think it is excellent and affordable, but I have been a bit frustrated by the QuickBooks integration. Clio supposedly integrates with the desktop version of QuickBooks. However, before you can actually download usable data (e.g., invoices and payments) from Clio, certain fields in the applications need to be mapped. (After my first unsuccessful attempt to download data from Clio, I ended up having to spend an hour on the phone with my CPA to correct all the mistakes caused by the fields not being mapped.)  If you don’t have the expertise to do it yourself, you’ll need to hire an IT expert to help. Otherwise, Clio is a great option.