Formstack Documents vs Clio
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Sir Richard BransonMost popular feedback for Formstack Documents
Overall, my end users have a good experience with Formstack Documents as we utilise it through Salesforce. Therefore they do not have to experience the pains that I do as an admin. (Webmerge noted below as this was the previous software prior to it being bought by Formstack and converted to Formstack Documents, this i believe is what lead to the account issues mentioned. Support was poor throughout conversion)
Rhys G.
About Formstack Documents
Save time by automating your contract generation with Formstack Documents, an easy-to-use document creator that eliminates repetitive and error-prone data entry. Start a FREE TRIAL to securely create and deliver custom contracts to clients in seconds. Or use one of the 100s of pre-built templates we supply to get you started. When your contract is ready, share it anywhere with just a few clicks and avoid printing, faxing, and waiting ages for signatures.
Most 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.
Formstack Documents reviews
Webmerge made our application process so easier. Thanks for developing this sort of software for the public.
- Michael L. Counselor
The thing I like most about this is how if an insured lives out of town or just isn't able to come into the office then it makes it super easy to just email it over to them and with a few clicks their document is signed.
- Melissa J. CSR
It's simple to use, but has a lot of functionality that makes it easy for a non-developer to use.
- Quan N. Promoter
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
Formstack Documents
| Pros |
|---|
| Can save templates that you can easily send to the candidates |
| Candidates can easily electronically sign the Documents needed for their application |
| It has opened up a ton of doors for automated processes |
| We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases |
| Once setup with your document template you can be confident this product will be fit for purpose |
| Easy to get started and design your documents the way you want them to look |
| Pull in the data from multiple sources and it all happens super fast." |
| Cons |
|---|
| We are a small business and found ourselves wasting so much time with generating documentation for our customers |
| It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out |
| Also there's alot of hidden features and some "bugs" with no logic reason why it appears |
| We did run into one issue where some internal code with Microsoft Word was creating errors, and their customer service team worked tirelessly until we figured it out." |
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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