Law firms operate in a particular way that is optimized for their field. They have a specific approach to working with clients and managing their contracts. Because of this uniqueness, they require a tailored CRM tool to help them operate more efficiently. Are you running a law firm and wondering which software to choose—Zoho CRM or Clio CRM? Let us help you make an informed decision.
Zoho CRM and Clio CRM are among the top contenders in this regard. Although they are designed to do the same thing, they differ in some aspects, and we are here to help you choose which one would suit you better if you are running a law firm.
Customizability!
Clio is an out-of-the-box case management software that is built around what a standard law firm might require. It is a great tool for lawyers. It has a lot of built-in tools like client intake management, case management, billing management, etc. However, it does not provide many options for customization. Clio is great for you if your business model fits perfectly with the way Clio is designed to handle. But it does make you wish for more if you want to change things up a bit.
On the other hand, Zoho provides many more options to suit your CRM’s specific needs. This customizability comes in handy when your business model is complicated and doesn’t fit the Clio build. In such cases, instead of trying to fit your business model into the tool, you can just go with Zoho and customize your CRM exactly as you need it.
Set-up Time
As Clio is designed to fit the needs of a general law practitioner and doesn’t provide a lot of customization options, it is relatively easier and quicker to set up. You can have your fully functioning Clio CRM ready to go in in quite a short amount of time.
Setting up your CRM with Zoho and making it completely in line with your specific business model takes a much longer time. It typically takes two to three months to fully set it up and get it going. This is quite understandable, as Zoho offers a variety of ways a CRM can be set up and a lot of functionalities that can be tinkered with.
Set-up Cost
A greater cost comes with greater customization and shaping of your CRM to fit your needs. Zoho has a lot more capability in terms of useful manipulation of data and utilities than Clio. That is because Clio doesn’t provide the reins to the implementation side of a CRM to the user. However, it offers support that can help set up your system and kick-start your CRM.
The Zoho solution thus costs a little more than Clio. But at the end of the day, your Zoho CRM is going to represent your way of doing business, and it is going to work exactly as you want it to, which in turn will make your business more efficient.
Hiring Experts to Set Up Your CRM
With Clientric, you can hire the services of professionals and experts who can set up your CRM for you. This proves to be a much more viable option for most law firms, as each firm or individual lawyer has their own business model, and they should have their CRM designed specifically to represent their practices and methods.
The Zoho One package is highly recommended in this regard, as it costs less than a lot of Clio subscription packages. Zoho One is a full-package deal, including access to a lot of useful features in addition to the CRM, like a calendar booking tool, marketing automation tool, internal communications, etc. With this, you will not need any third-party accessories and tools that you otherwise might have required with Clio.
Zoho is an all-in-one platform that allows your business to be fully customizable. That’s why a lot of businesses love it, and that’s why they go to experts like us to set it up for them.
So if this is the kind of solution you are looking for and if you are thinking that an out-of-the-box solution is not going to fit your needs, make sure you reach out to www.clientric.co.
