OnBoard vs Clio

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

OnBoard

Category: Documentation Tool
Industries: Marketing, Business, Education

Pricing

Contact for a Quote

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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OnBoard reviews

I like that the app works on all systems (iphone/android/table/laptop/desktop) - I love that it has become a digital filing cabinet and we have almost done away with paper files. It's a marvel.

- Roberto P. Director of Trusteeship & Executive Office Administration

I find it easy to create documents for Board and Committee meetings. Directors utilize a variety of devices to connect to OnBoard.

- Robert S. CFO

Training was great - it was one-on-one and over the internet. It made getting questions answered easy and allowed us to focus on the features we could not figure out on our own. The customer service/correspondence is amazing.

- Carla L. Finance Director

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

OnBoard

Pros
The ease to upload and change out updated docs at the last minute is great
The ability to download then entire book into a pdf is great too
I sincerely appreciate all the help of the wonderful staff as we learned how to use the software
Overall, it's been a great tool to use for our company's board and I have been very very pleased with how friendly all of the staff have been from the very beginning of the process
This is the first online board portal we have used and we're already impressed
We previewed a few board portals before purchasing OnBoard and like the look and ease of OnBoard best."

Cons
For instance, it is difficult for members how to simply print a document
Also, the lagging when typing in some fields is very annoying
It is disappointing that the Actions functionality comes at an additional cost
I end up losing where I left off if trying to do a complete review and training OnBoard
No more Post-it notes that come off and get lost to contend with."

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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