At Matterly, we know claiming we are the best legal CRM in the industry is something we need to back up.
Matterly is the best legal software for your law firm for one reason. It all works seamlessly.
Craig J Clio Review – “Make Sure You Understand Clio’s Limitations Before Committing”
“If your practice relies to any extent on merging documents from case-management templates, make sure you understand Clio’s limitations before committing to this software. We recently attempted to transition to Clio and discovered that the way that this software is structured makes it impossible to adapt it to our needs.
We are a high-volume practice, which means that we rely heavily on document templates to get things done. In particular, we make a ton of medical records requests and have clients who may have a dozen different medical providers. Clio, in its current iteration, makes it impossible to generate these requests efficiently.
The root of the problem is that the software only allows you to generate templates based on “matter” fields. It does not allow templates to be created based on “contact” fields. The result is that you essentially have to create a unique matter field and unique template for each contact in order to generate letters to the contact.
This is more cumbersome than writing each letter from scratch. Or you have to generate a template and cut and paste all the relevant contact information into it, which defeats the purpose of merge templates.
If you only write to “clients” or “opposing attorneys” or “adjusters” or some other entity to which it is easy to give a unique matter designation, then maybe Clio would be adequate, but that is not the case for us.” – Craig J
This issue would never arise with Matterly thanks to Matterly Creation Wizard
“My small California family law firm has been happily using Clio for about 6 years. However, with the new Clio updates it takes at least 10 times longer to generate a bill as it did under the original Clio.
When we generate hundreds of bills each month, it is not a time cost we are willing to absorb.
We’ve contacted Clio about the problem but they have been non-responsive. We are regrettably now shopping for new practice management software.” – Tulin A
Matterly Is The Perfect Legal CRM For Any Size Law Firm
Being a Salesforce CRM, there is no legal firm to big to scale, nor is there a legal firm to small to benefit from Matterly.
Unlike Clio, Matterly can be adjusted by the user and would never be reupdated to benefit larger firms.
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Try it for free for 30 days!