Curo365 Reviews

“Overly priced

Pros

I found the online accessibility to be a useful tool, although I believe we could have sourced it from other places as well.

Cons

I have experienced constant employee turnover, primarily due to changes in employment and health issues affecting the staff, with the company providing no responses or solutions. During one of these transitions, the integration with Power BI ceased functioning, and they quoted us over $15,000 to rectify their mistake. Afterward, the employee took extended leave, and when we tried to re-engage her to simply pay what was due, she pushed it off again. Despite several attempts to get in touch, we've received no further response.

“Curo365 performs well, but the visuals are outdated

Pros

What I appreciated about this software is that it effectively consolidated everything I needed for managing customers, billing, invoices, reminders, and more all in one convenient location, making it relatively easy to use.

Cons

I wouldn't say there was anything particularly awful about the software, but I found its overall design visually to be clunky.

“User-friendly billing process

Pros

I really value how the system organizes my billing records and allows me to easily see what a client still owes while I'm processing their billing.

Cons

One aspect I find frustrating about Curo is navigating through the payment information, outstanding balances, and trust amounts for clients. The accounting features are hard for me to grasp.

“Great customization options!

Pros

This software simplifies the management of law firms, particularly in terms of client relations and billing. Being cloud-based, it enables us to access the software from any location. One of the standout features is its customization options for any firm. If there's additional client data I want to track, it can accommodate that. It's also beneficial for firms of any size, enhancing communication and collaboration.

Cons

I really can't think of any major downsides to using this system. It's actively being developed and is consistently growing and improving with regular updates.

“Reliable platform

Pros

Since this product is based on Microsoft Dynamics CRM, it easily integrates with other common Microsoft Office applications alongside Curo365. I can manage my Office 365 users and groups from a single platform, and users can log in once to access all their daily applications. Even though it utilizes Microsoft Dynamics, the dashboard interface provides a more dynamic experience compared to other Dynamics components. I often find that I can complete much of my necessary work directly from the dashboards instead of navigating through multiple pages, which is typically required in standard Dynamics pages. Overall, it's an excellent law firm management tool that gives me confidence.

Cons

Each of the commonly used pages within the application tends to be quite data-heavy. It can take a while to figure out where to look for certain things and what specific actions to take on a page, but as I become more familiar, everything starts to make a lot more sense.

“Curo 365 is easy to use

Pros

The task management feature surpasses any other products I have tried. I can monitor all my tasks and track the progress of any tasks I've assigned.

Cons

The matter form contains a significant amount of information, and I believe it could be better organized to prioritize the most important details at the top.

“Overall great experience

Pros

What stands out most about this software is that everything is conveniently located in one spot, making it quite accessible.

Cons

What I like least about this software is that some elements don't load quickly enough, and I find myself unable to access certain things I should have permission to view.

“Curo is a complete System

Pros

The system functions as an all-encompassing center for managing all of my client and case information. It provides a centralized location where I can easily access various details related to my clients and ongoing cases.

Cons

I think the report building can be better. Also, the capability for non-Microsoft browsers needs enhancement, as some features seem to still be in a testing phase.

“A potential to be better

Pros

It acts as a centralized resource for all client and attorney-related data, allowing me to stay informed through notes.

Cons

The software could benefit from improved features such as document import/export, time tracking for billings, calendar functions, and email creation.

“Versatile and user-friendly!

Pros

I really enjoy how simple Curo makes it to log and monitor my billable hours, which helps me stay on track each month.

Cons

It does require some training to get the hang of the various features, but once I learn them, I find it to be quite simple.

“Accessing all my data is easy

Pros

Searching, reviewing, organizing, compiling, and tracking data within the program is incredibly easy. This allows me to keep my thoughts organized and have all the necessary information at my fingertips.

Cons

I can't pinpoint any specific drawbacks of the software. However, I do wish I could rearrange my dashboard and personal views more easily.

“Curo - Anyday, Anytime

Pros

I prefer Curo over any other software I have used for numerous reasons. To highlight a few: A) We can monitor our financial status on cases, with alerts for everyone if we approach our case limit. B) Clients can view all their outstanding balances and remaining trust amounts on their invoices, which helps both them and us stay aligned without much hassle. C) The software team has been fantastic to collaborate with, actively considering my feedback and concerns. The product improves daily thanks to their hard work. I could elaborate on the features I enjoy, but the best part is that with a little training, I can customize my views to display exactly what I want. From an accounts receivable perspective, this is incredible. The integration with Microsoft products and the availability of a payment portal are significant advantages. Keep up the great work, Curo! I'm confident this practice management software will be successful.

Cons

Any issues I have encountered while testing this software have been addressed and resolved by the Curo team. There are a few ongoing matters, but they improve every day. The only significant downside might be the learning curve, this program offers so many features that it requires some training to use effectively. However, once equipped with the tools, I can obtain more information for myself and clients than with any other program available. I've noticed that the training needed for a basic user or attorney is significantly less than that required for an administrator, but once the admin team is trained, they will appreciate how much easier this product makes their work.

“I love it!!!!

Pros

I can add information to each matter, create contacts, attach documents to every matter, and link contacts to those matters. It's a very comprehensive application.

Cons

Occasionally, I find myself busy with something else and forget to save my progress, which forces me to start over.

“CURO excellent

Pros

I appreciate its interactive interface and extensive features. Everything I need is easy to locate, allowing me to find specific information without unnecessary searching.

Cons

There's a slight delay when inputting text, which can make typing task descriptions or billing entries a bit time taking.

“Far better than any other solutions my firm has used.

Pros

The program excels in ease of use, nuanced reporting features, the ability to save entries and easily modify them later, viewing the accounts receivable balance for each matter right next to the time entry submission, dashboards that quickly showcase information related to my cases and other essential business functions so that I don't have to search extensively for data, and the capacity to customize the solution to fit my personal preferences.

Cons

This software is quite different from other solutions, so there's definitely difficulty. I created too many customizations early on, which ended up being distracting. I often click on data linked to a record, and it opens up to show all the details, which can be rather annoying.