Category: Technology

I set up both a bank merchant account and Clio payments so I could describe the differences. I’ll be cancelling the merchant account. The Clio Payments setup was easy. I already had my bank accounts configured in Clio Manage. The Settings, Payments page redirected me to the menu, and there wasn’t much to do. You…

As one of the first users of Clio Accounting, and an experienced ERP implementer, I’ve noticed a few challenges with it. I’m also a Clio Certified Consultant, so I’m giving them this feedback also. Some data entry errors in Clio Manage didn’t matter until you connected Accounting. For example, I entered a client expense in…

When I had to spend my own money, I chose Clio. Why? It includes all of the features I listed that case management had to have: Clio includes these things I’d like a case management system to do for me: These “wish list” features are not included in the package. I’m using Xero for accounting…

There’s nothing like opening your own law firm to make you get serious about software selection. I’ll write about other packages in the future, but case management has to come first. I started with the features that it had to have, and features I’d like. The “must have” list is: After that there are several…