Ephesoft vs Clio

Side-by-side comparison of features, reviews, pricing and more

Ephesoft

Category: Documentation Tool
Industries: Government, Healthcare, Education

Pricing

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Clio

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

EasyStart

$39 USD/user/month

Essentials

$69 USD/user/month

Advanced

$99 USD/user/month

Complete

$129 USD/user/month

20M+ Downloads
5/5

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Ephesoft reviews

Our overall experience is very good. Our company is working with Ephesoft for over 4 years now and implemented the solution with many customers. The way you setup the workflow of Ephesoft is very easy and you can easily add or delete several modules depending on the customers needs. This makes the application a good fit for a large variety of business needs.

- Wouter V. Consultant

We have digitalized our company's HR documents using Ephesoft Transact within a few weeks of time

- Ashu P. Software Engineer

The Ephesoft application has been a great help to our department in collecting data. It is very sophisticated and automates the process well, which reduces per-project expenses and improves the precision of final reports. We can easily integrate and use it on any device, making it perfect for our needs.

- Muhand J. Senior Software Engineer

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

Pros & cons

Ephesoft

Pros
Once everything is installed, configured, it runs stable
The software's primary function does meet expectations, which is to classify documents given that good training images are provided
We have partnered with them for about five years at this point, and the improvements they've made to an already solid product have been really impressive
Very easy to set up an initial deployment
Ephesoft team is great -- lots of talent at multiple levels (leadership, sales, engineering, support, etc.)
Great solution at any installation, good performance and a lot of Options Customers really like to use and need."

Cons
Editing, updating and setting up changes is difficult and not user-friendly
Random errors come up daily, and need to manually restart batches as a fix
Sometimes batches get locked and can't be unlocked from UI, then need to do a DB update to unlock the batch
I'm really struggling to think of anything of significance at this point
Advance level training is not available as self-paced online
No certification for Basic Ephesoft Training and just completion."

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."

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