Clio vs DocSend
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Sir Richard BransonMost popular feedback for Clio
We had to type our time in word and then it had to be copied into the other program - not necessarily the program's fault, but just a result of "how it was" when we joined forces with another company. It was too cumbersome and took too much time. Plus the other program was not the easiest to use. Clio is so much better!
Sue F.
About Clio
We’re more than just a tech company. We’ve got goals, hopes, and dreams, just like you. We want to serve a better solution to a centuries old profession and do some good in the world while we’re at it—permanently. We know our technology changes lives. If that’s something that speaks to you—you belong here, too.
Most popular feedback for DocSend
Having received numerous business plans in the past via DocSend, I was incredibly impressed and quickly decided that we had to use it to communicate with our prospective investors and partners. Getting set up with DocSend was fast and easy, and managing documents and communications has been a breeze. What really keeps me coming back is the fast pace of innovation with new features and ideas. Raising money is a top priority for many companies. DocSend is an essential tool to make fundraising a success.
Dave W.
About DocSend
DocSend helps sales teams be more efficient by showing how and when prospects engage with sales content. Get real-time insights so you can have the right conversation, with the right person, at the right time. Control access or update your documents, even after you've sent them. Present live, with perfect quality, from any device plugin free.
Clio reviews
Clio offers features necessary for practice management and operation right out of the box; then goes a step further by offering an integration ecosystem that makes it an indispensable part of a successful practice.
- Mazyar H. President
Tasks, document templates, automated billing and bill reminders. We love that Clio is dedicated to continuing to develop their platform and listen to their customers. The Quickbooks integration, among others, saves tons of time.
- Katie B. Office Manager
It has been really good and the team is really responsive.
- Beau A. CEO
DocSend reviews
Overall experience with DocSend is nice as it is feasible and easy to manage the document with security just keep in mind the pricing is bit higher.
- Aman Preet S. Developer
Easiness to consolidate a unique pitch and know which parts are getting the most attention.
- Harry C. Co-founder
Pricing looked attractive. BUT it turned out this was a "you get what you pay for" situation.
- Wayne D. President
Pros & cons
Clio
| Pros |
|---|
| I love the notifications that offer support and training for new options and/or updates within Clio |
| I like being able to select certain calendars to see at one time or multiple at once if needed |
| Like checking into a Four Seasons Hotel |
| The service and quality is excellent |
| Excellent and affordable option, especially for smaller firms |
| Having one central place where I can manage my practice is wonderful |
| Everything from automated online scheduling of appointments to document management to billing to accounting." |
| Cons |
|---|
| CLIO is missing some things that I took for granted in other software, the biggest being warning the user when a scheduling conflict occurs on the calendar |
| One time i really need to client support service emergency bit i was a bad experience to reach and resolve the problem |
| Our firm experience with Clio was frustration and amazement that other firms use this terrible software |
| I can not imagine the hours wasted at other firms using Clio |
| There is no restore your organizations work if a rogue employee deletes it or an accidental deletion without nefarious intentions." |
DocSend
| Pros |
|---|
| Great, use it all the time, I promote it actively |
| Great tool for sending documents and getting quantitative feedback |
| I can organize all resources, decks, quotes, and relevant information for every opportunity into 1 unique place where I can then track and see who accesses it, how many times, and more |
| My overall experience is a very good experience with this software." |
| Cons |
|---|
| Docs must be sent via docsend and not through our own e-mail client |
| Also the way docs are organized in the platform can be a bit confusing |
| Sometimes confusing to differentiate between content, spaces, etc |
| Sometimes confusing to figure out how to create custom links |
| It wouldn't be so bad if they simply owned up to the lack of this feature in their software |
| Then a buyer can decide whether the feature is necessary and the rest of the package is worth the price |
| Get an idea of what page exactly is the one that our users pay more attention to, since we can access statistics of how many minutes per page each user invest on." |
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