Clio (www.goclio.com) has been my practice management tool for about 3 years or so. One of my gripes about Clio for a long time was its escrow ledgers, which until recently militantly included every zero account from every client open and closed going back to the first day I used their software (for clients dormant for three years+.) Since escrow accounting is in most states and definitely in mine a monthly positive ethical duty, the preparation and cross checking of the report required opening the report, hitting control-A, pasting the mess into an spreadsheet and carving out all of the dead “zero” accounts.
What a pain in the neck – and an unavoidable one.
I had been begging them to change, nagging them. In an interview with Clio, on this blog, on Twitter. I thought about sending their office a couple of pizzas in Vancouver and attaching a note asking them to through in the 12-14 (Correction: apparently per below, more like 360+) lines of code that would be needed to allow for dead/closed/zero-balance accounts to be excluded.
Then, voilá – Clio fixed it, and in a very elegant way. Well done, gang. Well done. Made this last reconcile a whole lot less aggravating and time-consuming. This is an example of a smart company figuring out how to ratchet its quality up and keep customer loyalty.